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CreamSoda

CRM Software for Seamless Sales Management·crmsoda.com

CreamSoda is a cloud-based CRM and sales management platform offering deal tracking on visual pipelines, quote management, contact management, team collaboration, and marketing email tools. It is aimed at individuals, small businesses, and sales teams who want to manage leads and close deals more efficiently. The product was originally built and used internally by its parent company, Inka Inc., before being made available to companies worldwide. It integrates with tools such as Outlook, Google Workspace, and Mailchimp.

What it's for

Create custom sales pipelines and track deals on a visual boardAutomate lead generation using lead formsCreate sales quotations and attach them to deals to track profitabilityAssign tasks, schedule meetings, and sync with Outlook or Google WorkspaceAutomatically link emails to contacts and track customer interactionsSend targeted marketing email campaigns and export lists to MailchimpManage purchases from bid to delivery (procurement edition)Import contacts, deals and products using an Excel file

Features 18

256-bit AES encryption of data at rest and in transit
Automatic email-to-contact linking
Color-coded notifications on deals needing attention
Comprehensive audit log of data changes
Custom sales pipelines with visual deal tracking
Customer interaction timeline view
Dashboard and reports
Data backup with point-in-time restore (Microsoft Azure)
Data import via Excel file
Export contact lists to Mailchimp
Lead forms for automated lead generation
Mobile and tablet access
Order tracking
Sales quotation creation and attachment to deals
Sequence automations
Sync with Outlook or Google Workspace
Targeted marketing email campaigns
Team task assignment and meeting scheduling

At a glance

free tierfree trial

TypeWeb app

DeploymentCloud

PlatformsWeb

LanguagesEnglish, French, German, Spanish, Dutch

Forindividuals looking to grow their sales and marketing, small businesses, sales teams

CompanyInka Inc.

Integrations

MailchimpOutlookGoogle Workspace

Complianceself-reported

GDPRPIPEDA

Pricing

60-day money-back guarantee on plans purchased directly from CreamSoda.

FreeFree

Free forever plan

3,000 marketing emails/month, 1,000 Outlook or Google emails per day, 3 sequence automations, 10 lead forms (with light branding)

Starter$19/user/mo

Includes Free, plus:, 5,000 marketing emails/month, 1,000 Outlook or Google emails per day, Sync contacts with Mailchimp, 5 sequence automations, 20 lead forms

5,000 marketing emails/month, 1,000 Outlook or Google emails per day, 5 sequence automations, 20 lead forms

Professional - Sales Edition$29/user/mo

Includes Starter, plus:, Unlimited sales quotes and products, Purchase and interest history tracking, 10,000 marketing emails/month, 10 sequence automations, 50 lead forms

10,000 marketing emails/month, 10 sequence automations, 50 lead forms

Professional - Procurement Edition$45/user/mo

Unlimited offer requests, Best price finder, Unlimited offers and products, Spend management, Vendor management, Delivery tracking, Personalized bulk mails, 10 sequence automations, 10,000 emails per month, 1,000 Outlook or Google emails per day

10,000 emails per month, 1,000 Outlook or Google emails per day, 10 sequence automations