Salesboom is an online hosted Cloud CRM System that helps any size business manage customers, automate sales, run marketing campaigns, handle support cases, and track projects — all from one platform. Pick your role below to jump straight to what matters to you.
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Salesboom.com is an online hosted Cloud CRM System — an ASP software solution designed to help small, medium, and large businesses manage and share vital customer information from anywhere, at any time.
No installation, no hardware maintenance, no IT overhead. Everything runs securely in the cloud, accessible from any browser or mobile device worldwide.
Every team member sees the modules relevant to their job — marketing, sales, support, project management, or administration — keeping the interface clean and focused.
Sales, marketing, and service all share the same customer records — no silos, no duplicate data, no missed context when customers move between departments.
Automotive dealerships and used car businesses use Salesboom to manage leads, track inventory interest, automate follow-ups, and maintain full service history records.
An intuitive interface and role-organized user guide mean new team members get productive in hours, not weeks — without dedicated training sessions or IT support.
Start with one user and grow to thousands — Salesboom’s cloud architecture scales seamlessly with no architectural changes or re-implementation required.
The Salesboom User Guide is organized by role so every user can quickly access the features most relevant to their job. Select your role below to explore your dedicated section.
Marketing users in Salesboom have access to powerful campaign management tools that tie every marketing effort directly to measurable results in the CRM.
Best practice: Always tag your campaigns with a source label so your sales team knows which campaign generated each lead.
Sales users have access to the core revenue-driving modules — from capturing raw leads all the way through to closing opportunities and forecasting future revenue.
Customer service and support users manage all customer issues, complaints, and service requests through the Cases module — a structured ticketing system that ensures nothing falls through the cracks.
Best practice: Always link a case to the correct Account and Contact before closing — this surfaces upsell opportunities hidden in support interactions.
Project managers benefit from a fully integrated web-based project management module — no separate tool needed. Projects, tasks, timelines, and team assignments all live inside the same CRM where your customer data already exists.
Sales managers have access to both the standard sales modules and a dedicated management tool — the Web Capture Tool — designed to automate lead intake and give managers full visibility into team performance.
Coaching tip: Use Opportunities combined with Reports to identify deals stagnant for too long — prime moments where manager intervention accelerates the close.
Regardless of your role, every Salesboom user has access to a set of universal features that keep daily work organized, communication seamless, and data accurate.
Regardless of your role, every Salesboom user has access to a set of universal features that keep daily work organized, communication seamless, and data accurate.
Salesboom is built to serve businesses of every size and type — from single-user startups and used auto dealerships to large enterprise teams spanning multiple regions.
Getting up and running with Salesboom is fast and straightforward. Follow these five steps to go from first login to fully operational in a single session.
Access your Salesboom account at Salesboom.com using your company credentials. First-time users receive a setup email with login instructions.
Navigate to the Control Panel to configure personal preferences, notification settings, and display options. Administrators should also set up user roles and permissions here before inviting teammates.
Use the Importing Data feature to bring in existing contacts, leads, and accounts from spreadsheets or your previous CRM. The field mapping wizard makes this process fast and accurate.
Navigate to your role’s card above and click through to the dedicated help pages. Each section walks you through the primary modules relevant to your job and how to use them effectively.
Head to the Reports module and create a simple activity report for your team. Seeing your data visualized from day one reinforces good CRM habits across the organization.
With 22+ years of Cloud CRM innovation, Salesboom delivers a unified platform where every department works from the same data — eliminating silos, reducing costs, and accelerating growth.
Marketing, sales, support, and project management all operate from the same CRM — no separate tools, no data duplication, no integration headaches between systems.
Salesboom has been cloud-hosted since day one — not retrofitted from legacy software. That means a decade of reliability advantages, zero installation, and no IT maintenance burden.
Every user sees only what’s relevant to their job. Role-based access means cleaner interfaces, faster onboarding, and reduced risk of unauthorized data access.
Start with a single user and grow to an enterprise team without re-implementation. Salesboom’s cloud architecture scales seamlessly as your organization expands.
All modules included in the core platform — no add-ons, no hidden fees. Predictable monthly pricing starting at $14/user makes budgeting simple at every company size.
3,500+ businesses across 159 countries rely on Salesboom to manage their customers, sales pipelines, support queues, and projects every single day.
Common questions from new users, business owners, and IT decision-makers evaluating or onboarding to Salesboom.
Navigate directly to any module’s dedicated help guide below — organized by role and feature area for fast access.
Master CRM campaign management — create, launch, and measure multi-channel marketing campaigns tied directly to leads and revenue in the Salesboom platform.
Capture, assign, and convert leads from web forms, CSV imports, and manual entry — then track status and source through the full qualification and conversion workflow.
Maintain complete company profiles with all linked contacts, opportunities, cases, and activity history in one unified account record view.
Store detailed contact records linked to parent accounts, log all calls, emails, and meetings, and view full interaction history at a glance for every person you do business with.
Generate revenue forecasts from your active pipeline, filter by rep or territory, and compare actuals versus targets in real time for accurate planning and resource allocation.
Manage active deals through a visual sales pipeline — set probability, close dates, and deal value, then collaborate with teammates on complex multi-stakeholder opportunities.
Handle all customer support requests through a structured ticketing system with SLA timers, escalation rules, email-to-case automation, and complete customer history in one view.
Run web-based project management inside your CRM — create projects, assign tasks with owners and due dates, monitor milestones, and track time — all linked to customer accounts.
Embed web forms that push lead data directly into Salesboom — eliminating manual entry, routing captured leads by rules, and tracking source for every inbound inquiry.
Join thousands of businesses worldwide who manage their customers, sales, and service in one unified Cloud CRM platform. Start your free trial or book a personalized demo today — no installation required.
Questions? Call: 1-855-229-2043
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