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What is Salesbook

Salesbook is a complete sales enablement platform that boosts and automates the
work of sales representatives, increasing their efficiency
by up to 50%.

  • Empower sales meetings
  • Enhance offering operations
  • Manage the process
  • Get handy insights
Empowering Small Businesses: Tailored CRM for Every Budget
Read the blog
Dive into the Salesbook

We prepare dedicated educational materials.
They will give you a lot of practical knowledge
and lead you to build your own rewarding process.

  • What is Sales Enablement?
  • What is Configure Price Quote?
  • What is Customer Relationship
    Management (CRM)?
Take control over your whole sales process.
Read more
About Salesbook

In Salesbook we believe that every company in the world can make its sales even better by building
a perfect experience of a customer meeting, automating the process and standardizing it based on precise data.

Consequently we change the consultative sales process to give salespeople time for important things: building relationships with the customers and providing them an outstanding business value.

Podcast | Episode 01
Listen the podcast

Comparison of plans

Power

Select your rate plan.

Start

Organize your first sales department and basic sales processes.

10 USD month / user

Base

Scale your sales department with all the capabilities of CRM systems and sales applications.

20 USD month / user

PRO

Equip your salespeople with the iPad application and change customer meetings forever.

30 USD month / user

Enterprise

Full freedom. Use all Salesbook functions, order dedicated solutions and benefit from our personalized support.

Ask about price
Number of users
5 No limits No limits No limits
Number of open sales threads
5000 100 000 100 000 No limits
Disk space
10 GB 20 GB 20 GB 100 GB
CRM system
yes yes yes yes
Application for the seller in a web browser
no yes yes yes
Application for the seller on tablet (iPad)
no no yes yes
Number of free configurators in the package
0 1 1 No limits
Possibility of combining with other licenses
no Connect with PRO licenses Connect with BASE licenses n/a
Customers
Organizations
yes yes no yes
Contact persons
yes yes no yes
Customer records
yes yes no yes
Customer management
yes yes no yes
Customer reservations
no yes no yes
Reference clients
 no no no yes
Marketing consents
yes yes no yes
Customer location on the map
yes yes no yes
Communication (SMS / E-mail)*
no yes no yes
Client deduplication
no yes no yes
Customer blacklist
no no no yes
Offering
Generating offers based on the product catalog
yes yes no yes
Possibility to adapt the appearance of offers to the client’s project**
no no no yes
Margins and discounting
yes yes no yes
Offer variants
yes yes no yes
Possibility to send an offer based on the client’s files (PDF).
yes yes no yes
Combining offers with sales threads
yes yes no yes
Remote acceptance of the offer on the client’s side
no yes no yes
Contact widget on the offer page
no yes no yes
Agreements
Generating contracts
yes yes no yes
Contract files
yes yes no yes
Determining the order of signers (SMS)
yes yes no yes
Status of contracts
yes yes no yes
Status of contracts within funnels
yes yes no yes
Signing contracts with your finger or stylus
yes yes no yes
Contract template software by Salesbook**
yes yes no yes
CRM
Sales funnels
yes yes no yes
Thread flow management
yes yes no yes
Notes, comments and attachments
yes yes no yes
Thread priorities
yes yes no yes
Communication automation (SMS / E-mail)*
no yes no yes
Individual fields
yes yes no yes
Sales forecasts
no yes no yes
Thread deduplication
yes yes no yes
Connecting threads
yes yes no yes
Commissions
no yes no yes
Calendar and meetings
Scheduling meetings
yes yes no yes
Summary of meetings
yes yes no yes
View of planned, completed and unrealized meetings
yes yes no yes
Suggest available users for a meeting
no yes no yes
Status of meetings
yes yes no yes
Integration with external calendars (Microsoft)
no yes no yes
Leave management
no yes no yes
Working time records
no yes no yes
Tasks
To-do list
yes yes no yes
Adding/removing tasks
yes yes no yes
Assign tasks to yourself or other users
yes yes no yes
Reminders (E-mail)
yes yes no yes
Commenting on tasks
yes yes no yes
Surveys
Adding/removing surveys
no yes no yes
View the survey
no yes no yes
Satisfaction survey
no yes no yes
Polls for threads, meetings and offers
no yes no yes
Recommendations
Adding a recommendation form
yes yes no yes
Displaying the recommendation form
yes yes no yes
Library
File repository management
yes yes no yes
Central library
yes yes no yes
Library according to organizational structure
no yes no yes
User library
no no no yes
Product catalog
Product catalog management
yes yes no yes
Standard price list of products
yes yes no yes
Individual product price lists for users
no yes no yes
Placing orders
yes yes no yes
Stock levels
yes yes no yes
Discounts
no yes no yes
Sale
no yes no yes
Producers
yes yes no yes
Distributors
no yes no yes
Communication
Sending SMS messages*
yes yes no yes
Sending e-mail messages
yes yes no yes
VOIP phone calls*
no yes no yes
SMS and email templates
yes yes no yes
Integration with Microsoft external mail, Gmail and IMAP
no yes no yes
Push messages on your mobile device
no no no yes
Report categories
Suggestions dashboard (Optimal sales paths)
yes yes no yes
The value of sales
yes yes no yes
Sales forecasts
yes yes no yes
Meeting analytics
yes yes no yes
Calendar activity and scheduling of meetings
yes yes no yes
User actions
yes yes no yes
Use of library resources
yes yes no yes
Customers
yes yes no yes
Recommendation analytics
yes yes no yes
Offer effectiveness
yes yes no yes
CRM process analytics
yes yes no yes
KPI metrics
no yes no yes
Own reports**
no yes no yes
KPIs
Defining KPIs
no yes no yes
KPI preview
no yes no yes
KPI reports
no yes no yes
Users
Full profile details
yes yes no yes
Groups and permissions
yes yes no yes
Margins
yes yes no yes
Location and availability
no no no yes
Business card
yes yes no yes
Security
2FA
yes yes no yes
Defining password policy
yes yes no yes
Management of permissions and roles
yes yes no yes
User session encryption
yes yes no yes
Limit the address by IP
yes yes no yes
SSO login (Google / Office 365)
yes yes no yes
Excluding the user from all tools
yes yes no yes
Backup
yes yes no yes
Other
User dashboards
yes yes no yes
Global search engine
yes yes no yes
Multilingualism (Polish, English, German, Czech, Ukrainian)
yes yes no yes
Global system currency
yes yes no yes
Possibility of installation on the infrastructure indicated by the customer**
no no no yes
Possibility to create modules dedicated to customer needs**
no no no yes
Service care
Standard
yes yes no yes
Premium
no no no yes ***
Onboarding VIP
no no no yes ***
Service VIP
no no no yes ***
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* The customer covers the cost of sending SMS or telephone calls (prepaid).
** Additional work required, charged at an hourly rate.
*** Service paid additionally on a monthly or annual basis.