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CRM & Analytics
Powerful CRM platform with enhanced insights
and automated data enrichment.
Salesbook gives all you need to smoothly manage
your sales processes and boost your sales results.
When working with our other products it can be
enrich with real data coming from the meetings.
And this makes it a true winner.
Manage your sales process. Discover game changing insights.
Salesbook is not just another CRM. It changes the way you control sales processes – it gives you smart insights
about the funnel stages and also complete overview of what actually happens during the customer meetings.
Meeting data
CRM
Analytics
Keep all customer data in one place
You will create a repository of all your customers and leads which helps your sales team to manage their contacts properly and always stay tuned when something changed.
Manage the process with advanced funnels
Design your own customer journey funnels so you always know what stage the client is on. Specify the set of rules to manage the process and help your sales team to take appropriate actions.
Create offers
and sign contracts
Use our Offer & Sign module to calculate and astonish your customers with visually attractive offers. Link the offers with the CRM leads. When the offer is accepted our CRM will help you to sign the contract, also remotely.
Enrich your customer base
with meeting data
When using our Present & Monitor module Salesbook CRM will enhance its analytics with data coming from the meetings and our mobile app. In this way you will know what are the factors that has the greatest impact on the deal result.
Automate tedious jobs with workflows
Workflows will help you to save your sales team tons of time. For example you may automatically send
e-mail follow-ups, set CRM statuses or prioritize certain tasks.
Stay informed about the sales team efficiency
Our advanced analytics module will give you a thorough
knowledge about whole sales process. Both about the funnel efficiency and the team meetings insights. We give you over 100 preconfigured reports but you may also create your own ones.
Use AI to predict future results
Our advanced AI feature will give your sales team clear information about the probability of closing certain deals. So yes, they can focus on what is really import while working with the funnel.
Integrate with tons of other apps
By having open API we were able to integrate our CRM with tons of third party apps. Invoicing tools, customer service platforms, cold calling campaigns managers and many more can be use with our platform.
Take your first step to become a sales hero.
