Transform Salesboom into your ideal CRM through powerful customization tools. Configure fields, layouts, workflows, and automations to match your exact business processes—no technical expertise required.
Coding Required
Customizable Layouts
Years CRM Innovation
Custom Fields & Modules
Most CRM systems force you to adapt your proven processes to fit their rigid structure. This creates frustration, reduces adoption, and ultimately fails to deliver ROI.
Your sales team wastes time navigating irrelevant fields, your service team can't capture critical information, and your managers lack visibility into the metrics that matter most.
Paying for features you'll never use while missing capabilities you desperately need
Forcing employees to work around system limitations instead of working efficiently
Losing critical business data because there's nowhere in the system to capture it
Relying on spreadsheets and external tools because the CRM doesn't fit your workflow
Spending thousands on custom development just to make basic changes
Experiencing poor user adoption because the system feels foreign and cumbersome
A truly customizable CRM eliminates these frustrations by adapting to your business instead of forcing you to change how you work. Salesboom delivers enterprise-level customization capabilities with an intuitive, user-friendly interface that requires zero coding knowledge.
The Control Panel serves as your CRM command center, providing comprehensive access to personalization, automation, and administrative tools. This centralized hub empowers both individual users and system administrators to configure the platform exactly how they need it.
Unlike systems that require IT involvement for every modification, Salesboom puts configuration power directly in your hands. Users can personalize their own experience, while administrators maintain control over organization-wide settings.
Individual user preferences and integrations
System-wide customization and data structure
Communication templates and automation
Company-wide policies and branding
Process automation and business rules
Data analysis and mass operations
Every user works differently. Salesboom recognizes this reality by providing extensive personal customization options that don't require administrator intervention.
Connect your existing communication tools directly to the CRM:
Sync your Microsoft Outlook inbox to send, receive, and automatically log emails within Salesboom. Every customer interaction is captured without manual data entry.
Enable SMS messaging capabilities directly from CRM records. Send appointment reminders, follow-up messages, and customer notifications without switching applications.
Complete synchronization of contacts, emails, and calendar events between Outlook 365 and Salesboom.
Tailor the CRM interface to match your workflow:
Administrators gain access to powerful configuration tools that shape the entire CRM environment. These capabilities enable you to build a system that perfectly mirrors your business structure, terminology, and processes.
Automatically assigned when leads enter the system, signaling immediate action is required
Applied once any activity is logged, indicating the sales process is underway
Triggered when no contact occurs within specified timeframe, preventing leads from going cold
Create entirely new modules or add custom fields to existing ones. Track specialized information unique to your industry—whether that's equipment serial numbers, certification dates, project milestones, or compliance requirements.
Modify dropdown values throughout the system. Update Lead Sources to reflect your actual marketing channels, adjust Industries to match your target markets, customize Status values to align with your sales stages.
Change module names to match your business terminology. Transform "Opportunities" into "Jobs" for construction firms, rename "Cases" to "Tickets" for IT service providers.
Page layouts control which fields appear, their arrangement, and who can see them. This powerful capability ensures users see only relevant information, reducing clutter and accelerating data entry.
Administrators can configure layouts for every major module including Campaigns, Leads, Accounts, Contacts, Opportunities, Contracts, Cases, Products, Projects, Invoices, Quotes, and Tasks.
Drag and drop fields to logical positions. Group related information together, place frequently used fields at the top, and organize sections that match your workflow sequence.
Remove irrelevant fields from view entirely. If your business doesn't use certain standard fields, hide them to simplify the interface and reduce confusion.
Display different fields to different user groups. Sales managers might see margin and commission fields that regular reps don't access.
This role-based customization ensures each team member has a tailored interface optimized for their specific responsibilities, improving both efficiency and data security.
Professional, consistent communication is critical to customer relationships. Salesboom's comprehensive email settings transform how your teams interact with prospects and customers.
Create reusable email templates for every scenario. Use merge fields to automatically personalize each message with recipient data.
Build professional email signatures that include your name, title, contact information, company branding, and legal disclaimers.
Connect your existing email infrastructure using IMAP/SMTP settings while gaining CRM email tracking benefits.
Automatically convert incoming customer emails into support cases with intelligent routing and prioritization.
Transform website inquiries and inbound emails into leads automatically with smart extraction and categorization.
Deep Outlook Connector integration enables bidirectional synchronization with automatic logging in the CRM.
Execute targeted email campaigns to filtered lists. Track delivery rates, open rates, click-through rates, and responses.
Workflow automation eliminates repetitive manual tasks, enforces consistent processes, and ensures nothing falls through the cracks. Salesboom's workflow engine enables sophisticated automation without programming knowledge.
Create automated workflows triggered by record creation, field updates, or time-based criteria. Actions include sending emails, updating fields, creating tasks, and generating alerts.
Design multi-step, scheduled communication sequences that nurture leads over time with conditional logic adapting to recipient behavior.
Automatically notify sales leadership when opportunities exceed value thresholds. Flag at-risk deals that haven't had recent activity.
Define official support hours, holidays, and regional variations. Case escalation rules and SLA calculations automatically account for business hours.
Create instant automated responses to website form submissions. Acknowledge receipt and set expectations for follow-up timing.
Establish rules that automatically assign leads, accounts, and opportunities based on geographic territories, company size, or industry.
Salesboom's reporting system provides complete visibility into every aspect of your business. Create custom reports, analyze trends, and take mass actions on filtered data sets.
Design reports across any module or combination of modules. Select fields, apply filters, define sort order, and group data by any criteria.
Create sophisticated reports that span multiple modules—Accounts with Contacts and Opportunities shows complete customer relationships with pipeline visibility.
Export any report to CSV format for further analysis in Excel, data warehousing, or integration with business intelligence tools.
Automate report generation and delivery. Schedule daily, weekly, or monthly reports that automatically email to stakeholders.
Perform bulk actions on filtered data sets: mass reassignment, mass delete, and mass email to precisely targeted recipient lists.
Visual dashboards with charts, graphs, and KPIs provide at-a-glance status updates. Customize dashboards by role for relevant metrics.
No CRM exists in isolation. Salesboom provides extensive integration capabilities that connect your CRM data with the other business systems you depend on daily.
Complete bidirectional synchronization of emails, contacts, and calendar. Work from Outlook or Salesboom with automatic data consistency.
Sync customer records, invoices, payments, and financial data between your CRM and accounting system.
Send and receive text messages directly from CRM records. Log SMS conversations alongside calls and emails.
Open REST API enables custom integrations with virtually any business system—marketing automation, e-commerce, ERP, and more.
These connections create a unified business technology ecosystem where data flows automatically between systems. Sales teams access financial data without switching to QuickBooks. Marketing teams sync campaign data without manual imports. Service teams send SMS reminders without separate tools. The result is dramatically improved efficiency, higher data accuracy, and better customer experiences enabled by complete information visibility.
Salesboom's customization capabilities deliver measurable business benefits that directly impact your bottom line.
Configure the CRM to match your proven workflows rather than forcing process changes. This alignment accelerates user adoption and maintains competitive advantages.
Color coding, automated alerts, and workflow rules ensure immediate follow-up on new leads and prevent opportunities from stalling.
Email templates, Outlook integration, SMS capabilities, and click-to-call functionality centralize all customer interactions.
Automation eliminates repetitive manual tasks. Teams focus on high-value activities rather than administrative work.
Email-to-Case automation, escalation rules, and self-service portals shorten resolution times while reducing support costs.
Required fields, structured selection lists, and automated data entry ensure high-quality CRM data for better decisions.
Customizable dashboards and cross-module reporting provide real-time insight into pipeline health, revenue forecasts, and team performance.
Add new custom fields, create additional modules, expand workflow automation as your business evolves. Salesboom grows with you.
See how Salesboom's customization capabilities can transform your business operations. Schedule a personalized demo and discover how easily you can configure the platform to match your exact processes.
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