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Salesboom

Blast your business off with easy to use Cloud CRM Software. Fully Customizable. Free Trial.·salesboom.com

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Salesboom is a web-based Customer Relationship Management (CRM) platform that unifies sales force automation, marketing automation, customer service/support, and ERP-style back-office tools in the cloud. It offers customizable, 'Built-to-Suit' editions for small businesses through large enterprises, with industry-specific configurations, AI-assisted workflow tools, and integrations with common business software. The company has offered the product since 2003 and serves customers across 159 countries.

What it's for

managing leads, accounts and contactssales pipeline and opportunity managementquote and contract managementmarketing campaign and drip email managementcase and incident management / customer supportdocument managementsales forecasting and commissions managementmobile access to CRM datamigrating data from Salesforce/Netsuite/Siebelindustry-specific CRM workflows (e.g., real estate, legal, pharmaceutical, window cleaning)

Features 20

  • Advanced analytics and custom reporting
  • AI Assistant and AI Workflow Automation
  • Bulk email and email templates/tracking
  • Campaign management and drip marketing
  • Case/ticket management with auto assignment and escalation
  • Customer self-service portal
  • Document management with version control
  • Human Capital Management and Partner Relationship Management (Enterprise)
  • Knowledge base management
  • Lead, account and contact management
  • Mobile CRM apps for iOS and Android
  • Multi-currency and multi-language support
  • Opportunity and sales pipeline management
  • Quote and contract management
  • REST API and webhook support for custom integrations
  • Sales forecasting and commissions management
  • Salesboom MCP Server for connecting CRM data to AI tools like Claude and ChatGPT
  • Sandbox environment and data engine integration
  • Territory and quota management
  • Zip Code Proximity Search

At a glance

free trialAPI
TypeWeb app
DeploymentCloud
PlatformsWeb, Windows, macOS, Linux, iOS, Android
Forsmall businesses, startups, midsize businesses, large enterprises
CompanySalesboom CRM · 2003

Integrations

QuickBooksOutlook 365GmailShopifyTwilioDocuSignMicrosoft DynamicsSkypeGoogleRingCentralFacebookTwitterLinkedInConstant ContactFreshbooksInforSageSysproEpicorOracleXeroStripeMicrosoft ExcelMicrosoft WordDropboxWordPressMicrosoft ExchangeSlackZapierLead ForensicsMailChimpAWeberBigCommerceMagentoWooCommerceShoreTelGoogle HireJobDivaClaudeChatGPTGoogle Analytics

Resources

Pricing

90-day money-back guarantee on all plans; no setup fees; no long-term contracts (cancel with 30 days notice); free trial stated as no credit card required; trial length differs by edition (7-day for Team Edition, 30-day for Professional Edition, no specific length stated for Enterprise, which instead offers a demo).

Team Edition$14/user/mo

7-Day Free Trial offered on this edition

Requires a minimum of 1 user

Professional Edition$45/user/mo

Marked 'Most Popular'; 30-Day Free Trial offered on this edition

No stated minimum number of users

Enterprise Edition$95/user/mo

Sold via 'Request Demo' rather than a self-serve trial button

No stated minimum number of users

Save 15% when you pay annually

Last checked 29 days ago·