Enterprise-grade CRM, Sales Force Automation, and ERP unified in one platform. No integrations. No data silos. Just complete operational control from day one.
Years of Innovation
Businesses Worldwide
Countries Served
Customer Retention
Most businesses struggle with a patchwork of disconnected software—separate systems for sales, marketing, customer service, accounting, and inventory that never quite communicate properly. This fragmentation creates data silos, duplicated work, and operational chaos that costs you time, money, and customers.
Salesboom takes a fundamentally different approach. For over two decades, we've built and refined a single, natively integrated platform that unifies Customer Relationship Management (CRM), Sales Force Automation (SFA), and Enterprise Resource Planning (ERP) functionalities. This isn't a collection of separate apps loosely connected through APIs—it's a cohesive, purpose-built system designed from the ground up to manage your entire customer lifecycle from first contact to final invoice.
When your sales team closes a deal, it automatically flows into your ERP for invoicing. When a service ticket is resolved, the information is instantly available to your sales team for follow-up opportunities. When inventory levels change, your entire organization knows in real-time. This is the power of true integration.
Our CRM core provides comprehensive management of all customer-facing interactions across three integrated domains: Marketing Automation, Sales Force Automation, and Customer Service. Unlike systems that require add-ons for basic functionality, Salesboom delivers a complete toolkit out of the box.
Marketing capabilities include campaign management, mass email automation, marketing collateral repositories, and auto-response workflows. Sales teams access full lead management with routing and scoring, contact and account management, opportunity tracking, and complete pipeline visibility. Service organizations benefit from case and incident management, solution databases, and comprehensive knowledge base systems—all unified within a single, intuitive interface.
The result is the coveted 360-degree customer view, but with a critical difference: because everything exists on one platform with one data model, that view is always accurate, always current, and always complete.
Salesboom pioneered the integration of Customer Lifecycle Management (CLM) metrics directly into the CRM platform—and we remain the only on-demand CRM provider to offer this strategic capability natively. This elevates your system beyond operational efficiency to strategic business intelligence.
CLM analytics provide real-time, quantitative insights into critical business health indicators that most SMEs never access:
These sophisticated analytics, typically reserved for enterprise business intelligence teams, are natively available to every user. Make data-driven decisions about where to invest sales, marketing, and service resources for maximum long-term return. Optimize for customer lifetime value, not just short-term transactions.
Discover how Salesboom integrates CRM with QuickBooks to automate accounting workflows.
View DetailsExplore advanced tools designed to integrate CRM seamlessly with Outlook environments.
Explore ToolsDownload detailed specifications for Salesboom’s QuickBooks CRM connector.
Download SheetOur Sales Force Automation suite is the most mature and comprehensive component of the platform, designed to manage complex sales processes with enterprise-level sophistication while remaining accessible to SME users.
The SFA functionality spans the complete sales funnel with granular control at every stage:
Lead management with capture, routing, scoring, and automated assignment, plus comprehensive contact and account management with hierarchical relationships and territory management.
Opportunity management with customizable stages, pipeline visualization, and probability-based forecasting. Track every deal detail, from initial qualification through competitive analysis to final negotiation.
Native quote management integrated with your product database, comprehensive contract management for tracking obligations and renewals, and automated commissions management to handle complex compensation plans.
These aren't add-ons or integrations—they're core, pre-integrated features that work together seamlessly from day one.
Enterprise-grade reporting and forecasting tools provide the visibility your leadership team needs:
The system doesn't just track your sales process—it actively helps you manage and optimize it.
Traditional ERP implementations are notorious for complexity, cost overruns, and extended deployment timelines. Salesboom's approach is different: we embed essential business management capabilities directly into the unified platform, delivering ERP functionality without the traditional pain.
Track stock levels, manage warehouses, automate reordering, and maintain complete product catalogs with pricing tiers and configurations.
Automate invoice generation from closed deals, manage billing schedules, track payments, and integrate with accounting systems like QuickBooks.
Plan projects, assign resources, track milestones, manage timesheets, and monitor profitability—all connected to your CRM data.
Store contracts, track terms and obligations, automate renewal notifications, and maintain version control with audit trails.
Because these ERP functions are natively integrated with CRM and SFA, the data flows seamlessly. A sales opportunity becomes a project becomes an invoice becomes a renewal opportunity—all without manual data entry or complex integrations. This is the efficiency advantage that drives ROI.
While we provide comprehensive out-of-the-box functionality, we recognize that every business operates differently. Our Built-to-Suit service transforms the platform to match your specific workflows, terminology, and processes.
Our implementation methodology ensures successful deployment:
Throughout the process, you work with a dedicated implementation consultant who becomes your long-term partner, not a contractor who disappears after go-live.
Technology is only as good as the support behind it. This is where Salesboom's private company structure creates a decisive advantage: we can optimize for customer success rather than investor metrics.
Every client gets a named consultant who knows your business, your customizations, and your team.
Call or email your consultant directly—no ticket systems, no call queues, no automated responses.
Most issues resolved same-day. Complex customizations handled with clear timelines and expectations.
Our service model creates a virtuous cycle: ongoing client relationships generate deep insights into real-world needs, which inform our product roadmap, resulting in continuous improvements that benefit all clients.
When you request a feature, you're not submitting to a black box. Your consultant understands the business case and advocates internally. Valuable enhancements get prioritized and deployed—often within months, not years.
Our customer retention rate exceeds 98%—virtually unheard of in the SaaS world. Clients don't leave because the combination of comprehensive functionality, successful customization, and exceptional ongoing support creates an experience that can't be replicated by platforms optimized for rapid user acquisition at the expense of long-term satisfaction.
While our unified architecture minimizes the need for external integrations, we recognize that most businesses have existing systems they need to preserve. Salesboom provides enterprise-grade integration capabilities to connect with your critical business tools.
Bidirectional sync of emails, calendar, and contacts. Work in Outlook while CRM captures everything automatically. No duplicate entry, no data loss.
Seamless connection between CRM and accounting. Invoices, payments, and customer financials stay synchronized automatically.
Our implementation team has decades of experience building integrations across hundreds of different systems. Whatever your integration needs, we've likely solved similar challenges before.
Security isn't optional—it's foundational. Salesboom employs enterprise-grade security measures to protect your data while maintaining the accessibility and ease of use that SMEs require.
256-bit SSL encryption for data in transit. AES encryption for data at rest. Your information is protected at every point.
Granular role-based permissions, IP restrictions, two-factor authentication, and comprehensive audit trails.
Multiple daily backups with geographic redundancy. Your data is protected against any disaster scenario.
GDPR-compliant data handling, SOC 2 Type II certified infrastructure, and industry-specific compliance support.
Your data is your data—period. You can export everything at any time in standard formats. While we're confident in our retention rates, we never hold your data hostage. This transparency builds trust and ensures you maintain full control of your business information.
Modern business doesn't happen at a desk. Sales teams work from the road. Service teams work on-site. Executives need information from anywhere. Salesboom's mobile capabilities ensure your entire platform is accessible wherever work happens.
Full-featured mobile apps for iOS and Android provide complete access to all CRM, SFA, and ERP functionality:
Don't want another app? The entire platform is fully responsive and accessible from any mobile browser. Same functionality, same data, optimized for touch interfaces and smaller screens.
We design features with mobile use cases in mind from the start, not as an afterthought. This ensures that mobile users get a first-class experience, not a limited subset of desktop functionality.
Enterprise platforms often hide true costs through complex pricing tiers, expensive add-ons, and mandatory professional services. Salesboom believes transparency builds trust. Our pricing is straightforward and predictable.
Starting at just $14 per user per month, with pricing tiers based on feature set—not artificial user limitations or data storage caps. Every tier includes:
Built-to-Suit customization is project-based with clear upfront pricing. No hidden costs, no scope creep, no surprise professional services bills. You know exactly what you're investing before work begins.
When comparing platforms, consider the complete picture:
The result: predictable monthly costs with far lower total cost of ownership than apparent "cheaper" solutions requiring extensive integration and third-party applications. Many customers who switch from larger platforms report significant cost savings while gaining functionality and support quality.
Salesboom's edition structure provides clear scalability from startup to enterprise, with seamless upgrade paths as your needs evolve.
Perfect for small teams beginning their CRM journey:
Ideal for: Organizations with 5-20 users requiring solid foundational CRM without complexity.
For growing businesses requiring sophisticated automation:
Designed for: Organizations with 20-100 users managing complex sales cycles and multi-department operations.
Full enterprise capability for sophisticated organizations:
Built for: Organizations requiring complete operational control, extensive customization, and mission-critical support.
The beauty of Salesboom's architecture: upgrades are seamless. Your data, customizations, and workflows remain intact. You simply gain access to additional capabilities as needs expand. No migration projects, no reimplementation, no disruption.
Start where you are. Grow when you're ready. Your platform grows with you.
Discover why experienced buyers choose Salesboom after trying the rest. Schedule a personalized demo with our team to see how our unified platform can transform your operations—or start your free trial today with dedicated expert support.
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