Salesboom
Cloud CRM — Trusted in 159 Countries Since 2003

CRM for New Users: Simple, Powerful, and Ready on Day One

Salesboom's all-in-one Cloud CRM platform gives small and medium businesses everything they need — from lead tracking and sales automation to ERP and customer lifecycle management — all in one place, with no software to install.

22+Years CRM Innovation
3,500+Businesses Served
30 DaysFree Trial
$0Upfront Cost
22+Years of CRM Innovation
3,500+Businesses Transformed
159Countries Served
30 DaysFree Trial — No Credit Card
The Challenge

Why Spreadsheets and Sticky Notes Are Costing You Business

Most small businesses manage customer relationships using a patchwork of tools that were never built to power a modern business — and the hidden costs add up fast.

No Real-Time Customer Visibility

Paper notes and spreadsheets mean no one on your team has a live, complete view of customer data. Every call starts with guesswork and outdated information that frustrates customers and wastes time.

Employees Constantly Out of the Loop

When updates live in someone's inbox or on a sticky note, the rest of the team is flying blind. Disconnected systems create confusion, duplicate effort, and missed follow-ups that cost you deals.

Decisions Made Without Accurate Data

Business owners relying on gut feeling and manually assembled reports are always one step behind. Without real-time analytics, critical decisions get made on incomplete, days-old information.

Slow Response Times Damage Relationships

Customers today expect fast, informed responses. When your team has to hunt down information across multiple tools, response times suffer — and so does the customer relationship you worked hard to build.

Sales Opportunities Hidden in Your Data

Manual systems make it impossible to spot upsell opportunities, at-risk customers, or follow-up timing. Revenue that should be yours goes to competitors because your data can't surface the right signals.

Disconnected Tools That Don't Talk

Excel, Outlook, QuickBooks, and accounting packages were never designed to work together. The result is data fragmentation, manual re-entry errors, and a team spending hours on admin instead of customers.

CRM Explained Simply

Cloud CRM Explained Simply — No Jargon, No Consultants Needed

At Salesboom, we believe the more you understand your Cloud CRM system, the better outcomes you'll achieve. Here are the four core capabilities that power our platform.

CRM ensures every customer receives a uniform, informed experience from every person in your company, every time. It centralises all customer data — calls, emails, purchases, support cases — in one place so your team is always on the same page.
  • Complete customer history accessible by every team member
  • Automated follow-up reminders so no relationship goes cold
  • Consistent experience regardless of which team member handles the interaction
  • Real-time visibility into every customer relationship

Sales Force Automation automates the repetitive tasks associated with managing your pipeline — lead tracking, follow-up reminders, opportunity management, and forecasting. If your team manages more than a handful of leads, SFA is essential.
  • Track leads from first contact to closed deal with complete history
  • Identify hot leads and prioritise outreach accordingly
  • Real-time pipeline visibility to decrease time-to-close
  • Built-in analytics and custom reporting for every user
  • Web forms automatically capture and route inbound leads

ERP isn't just for large corporations. Small businesses have resources to manage too — employees, contractors, inventory, products, and assets. Salesboom's hosted ERP brings all of this together in a single, easy-to-use SaaS platform at no extra cost.
  • Human resource management and employee collaboration tools
  • Online product database and quotation software
  • Contract management and billing and invoice management
  • Project management and ecommerce capabilities
  • Employee, partner, and customer portals included

Customer Lifecycle Management gives your business a complete, data-driven view of each customer — from the first marketing touchpoint through every transaction, service interaction, referral, and renewal. Included in Salesboom Version 7.0 at no additional charge.
  • Total time and cost spent acquiring and servicing each customer
  • Cross-sell and upsell revenue attributed to each account
  • Referral business and lifetime value calculations
  • Recency of last interaction displayed automatically
  • Real-time Business Intelligence dashboard per customer
Cloud CRM dashboard showing CRM, SFA, ERP, and CLM modules for new users
Platform Capabilities

Sales Force Automation — Close More Deals, Faster

Salesboom's SFA tools give your team a real-time, complete picture of every opportunity in the pipeline — from first contact to closed deal, with no manual data entry required.

Why Salesboom

Why Thousands of Businesses Choose Salesboom Cloud CRM

With over two decades of CRM innovation, Salesboom combines enterprise power with small business accessibility. Here's what sets us apart.

No Software to Install

Salesboom is a true Software-as-a-Service platform. Log in from any browser, anywhere — no downloads, no IT infrastructure, no maintenance headaches. Your team is productive from day one.

No Upfront Costs

Unlike legacy CRM systems that require hundreds of thousands in licensing and implementation costs, Salesboom charges a simple monthly or annual fee. Plans start at $200/year for teams of up to 30 users.

Continuous Free Upgrades

Every Salesboom customer receives new features, AI capabilities, and platform improvements at no extra cost — for the lifetime of their contract. You always have the latest version, automatically.

All-in-One Platform

CRM, SFA, ERP, and CLM — all in a single platform with no separate apps, no data silos, and no integration headaches. Everything your business needs to grow, in one unified cloud environment.

Outlook and QuickBooks Integration

Native integration with the tools your team already uses means zero disruption to existing workflows. All emails sent and received through Outlook are automatically linked to the relevant CRM record.

Try Before You Buy

A full 30-day free trial — no credit card required — so you can experience the platform with your real data before making any commitment. See exactly how Salesboom works for your business, risk-free.

Flexible Plans

Flexible Cloud CRM Plans for Every Business Size

Transparent, predictable pricing with no hidden fees and no vendor lock-in. Whether you're a solo operator or managing a 30-person team, there's a plan built for your needs.

Team Edition

Cloud CRM for up to 30 users — $200.00/year. The most cost-effective way to get your entire team on a unified CRM platform with no per-user pricing complexity.

Professional Edition

Full-featured CRM for growing businesses — $45.00/user/month. Includes SFA, lead management, analytics, and collaboration tools for teams ready to scale their sales operations.

Enterprise Edition

Complete Cloud CRM, SFA, and ERP on one platform — $75.00/user/month. The on-demand hosted solution for businesses that need everything, including the Employee Portal included free.

Microsoft Outlook Integration

Salesboom's native MS Outlook CRM integration brings your email and CRM together seamlessly — no context switching required. Every email is automatically linked to the relevant CRM record.

Offline CRM Appliance

For businesses that need on-site deployment, the Salesboom CRM Appliance delivers full CRM functionality without a cloud dependency — ensuring your team always has access to critical customer data.

30-Day Free Trial

Not sure which edition is right for you? Start with a full 30-day free trial — no credit card required. Explore every feature, import your existing data, and decide with complete confidence.

FAQ

Frequently Asked Questions About Salesboom Cloud CRM

New to CRM software? Here are answers to the questions we hear most often from first-time buyers and small business owners evaluating Cloud CRM for the first time.

Cloud CRM software is a Customer Relationship Management platform hosted online rather than installed on local servers or computers. Unlike traditional CRM, Cloud CRM requires no hardware, no IT team to manage it, and can be accessed from any device with an internet connection. Salesboom's Cloud CRM is delivered as Software-as-a-Service (SaaS), meaning you pay a predictable monthly or annual fee and always have access to the latest features.

Yes — Salesboom was specifically designed with small and medium businesses in mind. Plans start at just $200/year for teams of up to 30 users. The platform eliminates the need for expensive consultants or IT infrastructure, and the intuitive interface means your team can be up and running quickly without extensive training.

Sales Force Automation automates the repetitive tasks associated with managing your sales pipeline — lead tracking, follow-up reminders, opportunity management, and forecasting. If your team manages more than a handful of leads at a time, SFA will save significant time and help you close more deals by ensuring no opportunity goes cold or gets forgotten.

Enterprise Resource Planning (ERP) refers to tools that help you manage your business resources — employees, inventory, contracts, billing, and more. Salesboom bundles ERP capabilities directly into its CRM platform, so small businesses get access to enterprise-grade resource management without the enterprise-grade price tag.

CLM gives your business a complete view of each customer from their very first interaction through every purchase, support case, referral, and renewal. Salesboom's CLM engine automatically calculates each customer's true value — including cost to acquire, revenue generated, upsell activity, and referral business — in a single, easy-to-read dashboard. It's included at no extra charge with Salesboom Version 7.0.

Absolutely. Salesboom offers a full 30-day free trial with no credit card required. You can explore every feature, import your existing data, and evaluate the platform with your real workflows before making any financial commitment.

Yes. Salesboom offers native integration with both Microsoft Outlook and QuickBooks, ensuring your team can keep using familiar tools while benefiting from a unified CRM backend. All emails sent and received through Outlook are automatically linked to the relevant customer, lead, or case record in Salesboom.
Explore More

CRM Resources for New Users and Growing Businesses

Deepen your understanding of Cloud CRM and take the next step toward smarter customer management with these helpful guides and services.

Get Started

Ready to See What Cloud CRM Can Do for Your Business?

Join thousands of businesses already using Salesboom to manage customers, automate sales, and grow smarter. Start your free 30-day trial today — no credit card required.

Questions? Call: 1-855-229-2043

Explore Salesboom Editions

Discover powerful CRM editions to scale your business efficiently.

Professional Edition

A complete CRM suite with Marketing Automation, ERP integration, and Support tools — built for performance and value.

Explore Professional
Enterprise Edition

For large enterprises — automate workflows, unify data, and leverage analytics to drive strategic growth.

View Enterprise
Team Edition

Perfect for small teams starting with CRM — manage leads, track sales, and boost productivity with simplicity.

Discover Team