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SalesWizard CRM

Cloud CRM software with quoting, electronic signature, sales funnels, contract generation, and email/SMS communication.·saleswizardapp.com

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SalesWizard CRM is a cloud-based CRM system for managing leads, sales funnels, customer communications, and offers. It includes online quoting with electronic signature, contract and document generation, order processing, and automation of service and sales processes. It integrates with email (IMAP/SMTP), SMS, WhatsApp Business, Google Ads/Facebook Ads lead sources, and OpenAI for AI chatbots. It is developed by the Polish software house 4B Systems.

What it's for

managing leads and sales opportunitiesautomating customer service processessending personalized online quotes with e-signature acceptancegenerating contracts and documents from templatesprocessing sales ordersrunning SMS and email campaignsorganizing sales and service funnelscreating AI chatbots powered by a company knowledge basemanaging tasks, notes, and projectsscheduling appointments with customers online (coming soon)

Features 19

Automation of daily activities and workflows
Built-in email with IMAP/SMTP integration for corporate mail
Contract and document generation using short codes
Custom offer landing/listing web pages
Electronic signature integration (Autenti) for contracts and offers
Google Calendar integration (coming soon)
Internal store for products and services with pricing, stock, and categories
Lead integration from WordPress, HTML forms, Facebook Ads and Google Ads
Multiple processes/threads per client
Online appointment scheduling (coming soon)
Online quoting module with e-signature acceptance
OpenAI integration for custom AI chatbots on a company knowledge base
Order creation and payment/status tracking
Projects module for organizing tasks and categories
Sales and service funnels (Processes)
SMS and email campaign module (coming soon)
SMS sending with custom templates and automations
Task and note management with reporting
WhatsApp Business integration for marketing/informational messaging

At a glance

free tier

TypeWeb app

DeploymentCloud

PlatformsWeb

LanguagesPolish, English, German

Forsmall and medium businesses, sales teams, customer service teams

Company4B Systems

Integrations

WordPressFacebook AdsGoogle AdsAutentiGoogle CalendarWhatsApp BusinessOpenAIGmailMicrosoft Outlook

Pricing

Prices are stated in Polish zloty (PLN), net (excluding VAT), charged per user per month. The Free plan is PLN 0.00. Additional costs for SMS and email dispatches are mentioned as affecting the monthly price but no specific rates are given. Dedicated/customized CRM implementations are quote-based.

FreeFree

System runs on a *.SalesWizard.pl subdomain, with SalesWizard-branded SMS sender and email domain.

0.05 GB of data storage space; Number of users - 1; Number of Contacts - 100

Standardzł69/user/mo

System runs on a *.SalesWizard.pl subdomain, with SalesWizard-branded SMS sender and email domain.

10 GB of data storage space; Number of users - up to 10; Number of Contacts - 2000

Premiumzł89/user/mo

Custom system domain, custom SMS sender, and own email domain included.

40 GB of data storage space; Number of users - up to 50; Number of Contacts - 5000

Masterzł159/user/mo

Custom system domain, custom SMS sender, own email domain, plus additional modules bundled at no extra cost.

60 GB of data storage space; Number of users - no limit; Number of Contacts - unlimited