SalesTrip Features

SalesTrip

Expenses management and travel booking on Salesforce

4.83/5 (12 reviews)

Competitor Feature Comparison

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Alerts / Escalation
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Approval Process Control
Approval Workflow
Audit Management
Audit Trail
Billing & Invoicing
Booking Management
Budget Control
Budgeting/Forecasting
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Customizable Fields
Customizable Reports
Dashboard
Dashboard Creation
Data Import/Export
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ERP
Electronic Payments
Employee Database
Employee Management
Expense Claims
Expense Tracking
Fraud Detection
GPS
Gamification
Invoice Management
Mileage Tracking
Mobile Access
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Mobile Receipt Upload
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Reporting/Analytics
Restriction Management
Role-Based Permissions
Scheduled / Automated Reports
Search/Filter
Single Sign On
Spend Analysis
Spend Control
Supplier Management
Tagging
Third Party Integrations
Time & Expense Tracking
Travel Management
Workflow Management
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ACH Payment Processing
API
Access Controls/Permissions
Account Reconciliation
Accounting
Accounting Integration
Activity Dashboard
Activity Management
Administrative Reporting
Alerts / Escalation
Alerts/Notifications
Analytics/ROI Tracking
Approval Process Control
Approval Workflow
Audit Management
Audit Trail
Billing & Invoicing
Booking Management
Budget Control
Budgeting/Forecasting
CRM
Cash Flow Management
Categorization/Grouping
Charting
Claims Management
Compliance Management
Corporate Card
Credit Card Management
Customizable Fields
Customizable Reports
Dashboard
Dashboard Creation
Data Import/Export
Duplicate Detection
ERP
Electronic Payments
Employee Database
Employee Management
Expense Claims
Expense Tracking
Fraud Detection
GPS
Gamification
Invoice Management
Mileage Tracking
Mobile Access
Mobile Alerts
Mobile Receipt Upload
Monitoring
Multi-Country
Multi-Currency
Multi-Language
Multi-Location
Online Booking
PCI Compliance
Policy Management
Project Accounting
Projections
QuickBooks Integration
Real Time Analytics
Real Time Comparisons
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Alerts
Real-time Updates
Receipt Management
Reimbursement Management
Reminders
Reporting & Statistics
Reporting/Analytics
Restriction Management
Role-Based Permissions
Scheduled / Automated Reports
Search/Filter
Single Sign On
Spend Analysis
Spend Control
Supplier Management
Tagging
Third Party Integrations
Time & Expense Tracking
Travel Management
Workflow Management
Visit WebsiteCompare App
ACH Payment Processing
API
Access Controls/Permissions
Account Reconciliation
Accounting
Accounting Integration
Activity Dashboard
Activity Management
Administrative Reporting
Alerts / Escalation
Alerts/Notifications
Analytics/ROI Tracking
Approval Process Control
Approval Workflow
Audit Management
Audit Trail
Billing & Invoicing
Booking Management
Budget Control
Budgeting/Forecasting
CRM
Cash Flow Management
Categorization/Grouping
Charting
Claims Management
Compliance Management
Corporate Card
Credit Card Management
Customizable Fields
Customizable Reports
Dashboard
Dashboard Creation
Data Import/Export
Duplicate Detection
ERP
Electronic Payments
Employee Database
Employee Management
Expense Claims
Expense Tracking
Fraud Detection
GPS
Gamification
Invoice Management
Mileage Tracking
Mobile Access
Mobile Alerts
Mobile Receipt Upload
Monitoring
Multi-Country
Multi-Currency
Multi-Language
Multi-Location
Online Booking
PCI Compliance
Policy Management
Project Accounting
Projections
QuickBooks Integration
Real Time Analytics
Real Time Comparisons
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Alerts
Real-time Updates
Receipt Management
Reimbursement Management
Reminders
Reporting & Statistics
Reporting/Analytics
Restriction Management
Role-Based Permissions
Scheduled / Automated Reports
Search/Filter
Single Sign On
Spend Analysis
Spend Control
Supplier Management
Tagging
Third Party Integrations
Time & Expense Tracking
Travel Management
Workflow Management
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Mobile apps

iOS App


22,106 reviews

Requires iOS 13.4 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


33,500 reviews

SalesTrip Feature Reviews

11 reviewers had the following to say about SalesTrip's features:

Chris T.

Great addition to our PSA tools

2020-01-10

Cost of Sales. Expense and travel Management sorted!

Pros

Understanding of real Cost of Sale and attributing this to projects and individuals within customers to help understand which relationships are driving real value with our customers. 2.

Cons

Would love to see a dedicated mobile App if possible

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Gert-Jan t.

All in one Travel and Expense management solution on Salesforce-FinancialForce

2020-01-10

Integrated solutions for both expense and travel management.

Pros

They know exactly what they talk about regarding Travel and Expense Management.

Cons

So we ware waiting for functions like Hotel, Uber and Train-booking integrations.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Ivan A.

Great Product, great service

2020-01-10

As a consulting firm, travel and expense management takes a lot of time, as well as the tracking of budget for these activities gets quite tricky.

Pros

The trip and expense management functionalities are a great time saver for our company.

Cons

Nothing at the moment, we're making good progress in the implementation and on-boarding

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Steve A.

Provides complete transparency of expense spend

2020-01-10

Understanding of Cost of Sales Control of Expense spend Expense policy enforcement Ease of Travel Management/Bookings Better Value Travel Management ROI

Pros

SalesTrip provides me complete visibility of my travel and expenses spend across all facets of our business. It enables me to understand the true Cost of Sales and enables me to compare this spend across the sales team and across opportunities

Cons

I have nothing I don't like about this solution

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rachel J.

Expense management that’s not painful!

2020-01-14

Staff didn’t require much training either as they already know Salesforce and so was easy to pick up.

Pros

Staff use the mobile app to scan their receipts and submit them on the go – we no longer have to manually process expense reports – it’s all automated.

Cons

Currently, there is nothing I don’t like about this software. It’s helping us to optimise our investment in the Salesforce platform which is only a positive for our business.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Adrienne B.

All in one place

2020-01-10

Everything is automatically centralized around an account/campaign, etc, that helps the registration and the management of your trip and belonging expenses.

Pros

I can manage my business trips in one single platform. No need to log in to any different systems, no need to open any browser windows.

Cons

Would be nice to submit my expenses belonging to the same business in one go.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Gareth S.

Easy expense reporting

2020-01-09

For a services company it’s important to understand cost of ore sale in terms of people’s time and expense.

Pros

If you’re using Salesforce as a CRM then integration to finance is less of an issue

Cons

Hard to say as we’ve not fully utilised the package yet and are trialling.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jonathan C.

T&E on Salesforce & combined with our Precursive PSA tool

2020-01-10

We're now able to derive ROI from all spend by combining with financial data in Salesforce.

Pros

From a business POV, expenses are now automated and in the same system as our finance data so we can finally understand what we’re spending and what revenue we’re generating in return.

Cons

SalesTrip doesn’t currently connect to my calendar to read all events I have in there - and then suggest travel packages automatically. This is not available today but I know it’s confirmed on the roadmap for the near future.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Stefan M.

Really simple intuitive system

2020-01-09

Really easy and simple process for submitting expenses, from initial user to approver and finally payroll.

Pros

I can easily track the progress of my expense claims and all from within system, no jumping around from one system to the next.

Cons

No major issues with the software. It does what I need it to with minimum fuss.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dan C.

A great product built by experts

2019-11-12

Pros

Even the set up is extremely fast; and the ease of use both on desktop and mobile is second to none.

Cons

SalesTrip is still relatively new to market and is growing its integration partners rapidly - meaning currently there are still some bookings that have to be done manually and then added to SalesTrip.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mohamed Ayman H.

Best company with food service

2021-08-04

With salestrip you not have any problem because everything is clear and you can check anytime you want

Pros

It also saves you money and time and leaves you only for fun

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more