Customize every field, workflow, and integration with point-and-click simplicity. Get enterprise-level customization at small business prices—no developers required.
Generic, one-size-fits-all CRM systems create more problems than they solve. Your business has unique processes, terminology, and workflows that don't fit into rigid templates designed for the masses.
Traditional CRM vendors like Salesforce, NetSuite, Oracle, and Microsoft Dynamics treat customization as a profit center, charging enterprise prices for basic modifications. Salesboom takes the opposite approach: we give you the tools to customize everything yourself, instantly, at no additional cost.
The Salesboom Workshop is a revolutionary customization interface that puts complete control in your hands. No programming knowledge required. No expensive consultants. No waiting weeks for changes. Just log in, click, and customize.
Every customization happens in real-time through your web browser. Make a change, save it, and see it live immediately. Test different configurations without risk—you can always revert changes if needed.
Most CRM systems force you to adopt their terminology and structure. Salesboom works the opposite way—we adapt to your language and processes.
If you call prospects "leads," great. If you call them "opportunities," perfect. If your industry uses specialized terms like "cases," "matters," "projects," or "properties," configure the system to match. Your team shouldn't need a translation guide to use their CRM.
Bidirectional sync keeps contacts, emails, calendars, and tasks synchronized between Outlook and your CRM. Send emails from within the CRM and automatically log all correspondence against customer records. Schedule meetings that appear in both systems instantly.
Seamless financial data flow between your CRM and accounting system. Customer records, invoices, payments, and financial history sync automatically. Generate quotes in the CRM that flow directly into QuickBooks for billing without re-entering data.
Connect Salesboom to 5,000+ applications through Zapier's automation platform. Sync data with marketing tools like Mailchimp, e-commerce platforms like Shopify, project management tools like Asana, and communication platforms like Slack—all without writing code.
Embed location intelligence directly into customer records. View customer locations on interactive maps, optimize field service routes, analyze territory coverage, and plan sales calls more efficiently.
For organizations with proprietary systems or specialized integration needs, Salesboom provides a comprehensive Web Services API built on modern SOA (Service-Oriented Architecture) principles.
Unlike closed platforms that limit API access or charge extra for integration capabilities, Salesboom's API is included with every subscription at no additional cost. You own your data and control how it flows between systems.
Create unlimited fields of any type without developer assistance. Text, numbers, dates, dropdowns, multi-select, lookups, formulas, and more. Each field is fully customizable with validation rules and conditional logic.
Design entirely new modules for industry-specific needs. Real estate agents can create property modules. Law firms can build case management. Healthcare organizations can manage patient records—all through point-and-click configuration.
Build sophisticated automated workflows without coding. Trigger actions based on field changes, time intervals, or external events. Send emails, update records, assign tasks, create notifications, and integrate with external systems—all automatically.
Control access to sensitive data with granular field-level permissions. Configure who can view, edit, or delete specific fields. Support complex organizational hierarchies with role-based security models.
Design unique page layouts for different user roles, departments, or record types. Sales teams see different fields than support teams. Managers access additional information that representatives don't need.
Build unlimited custom reports and dashboards using any data in the system. Drag-and-drop report builder makes analysis simple. Schedule automated report delivery via email. Export to Excel, PDF, or CSV.
While Salesboom's no-code tools empower you to handle most customization yourself, complex requirements sometimes benefit from expert assistance. Our Professional Services team delivers enterprise-caliber solutions at transparent, affordable rates—typically 70-80% less than competitors.
Complex integrations, advanced workflows, custom applications, and specialized modules built by experienced CRM developers who understand your business requirements.
End-to-end implementation services including business process analysis, system configuration, data migration, user training, and change management support.
Custom API integrations connecting Salesboom to legacy systems, proprietary databases, third-party applications, and industry-specific tools unique to your technology stack.
Continuous improvement services including workflow optimization, performance tuning, user adoption strategies, and feature enhancement as your business evolves.
Transparent Pricing: Unlike competitors who charge $200-300+ per hour for certified consultants, Salesboom Professional Services are billed at competitive rates with no hidden fees. Most projects are fixed-price with clear deliverables and timelines agreed upfront.
Proven Methodology: Two-decade track record delivering customization projects on time and under budget. Agile methodology with iterative development ensures you see progress weekly and can adjust requirements based on actual user feedback.
Every customization you make in Salesboom automatically works on mobile devices. Custom fields, layouts, workflows, and modules adapt to smartphones and tablets without additional configuration.
Field teams access your customized CRM through native iOS and Android apps. Sales representatives in customer meetings, service technicians at job sites, and executives traveling—everyone sees the same customized interface designed for their role.
Salesboom's cloud infrastructure ensures customizations deploy globally within seconds. No server maintenance, no software updates, no infrastructure management required.
Jumpstart your customization with pre-built templates designed for specific industries. Each template includes custom fields, modules, workflows, and reports tailored to industry best practices.
Property listings, showing schedules, buyer/seller tracking, commission calculations, MLS integration, and transaction management.
Case management, matter tracking, time billing, document management, court date calendaring, and client communication logs.
Patient records, appointment scheduling, HIPAA-compliant communications, insurance tracking, and treatment history management.
Production tracking, quality control, supplier management, inventory integration, and order fulfillment workflows.
Student information, enrollment management, course scheduling, grade tracking, parent communication, and alumni relations.
Donor management, fundraising campaigns, volunteer coordination, grant tracking, and impact measurement reporting.
Templates are fully customizable starting points, not rigid constraints. Adapt any template to your specific requirements or combine elements from multiple industries to create a unique solution.
Major CRM vendors treat customization as a profit center. Salesboom treats it as a standard feature.
| Feature | Salesboom | Competitors |
|---|---|---|
| No-Code Customization | Included | Requires developers |
| Customization Cost | $0 additional | $200-300+/hour |
| Implementation Time | 2 weeks | 6-18 months |
| API Access | Open & included | Limited or extra cost |
| Monthly Cost (per user) | From $14 | $25-100+ |
| Vendor Lock-In | None - open platform | Proprietary code |
Charges $25-40+ per user per month, then forces you to hire certified consultants at $200-300 per hour for basic customizations. Their proprietary Apex code and Lightning framework create vendor lock-in. Simple workflow changes require expensive developers. Total cost of ownership often exceeds $50,000-100,000 for small businesses.
ERP-focused platform with complex customization requiring SuiteScript knowledge. Implementation costs start at $25,000-50,000 with 6-12 month timelines. Limited user seats with expensive per-user pricing make it prohibitive for growing teams.
Requires significant IT infrastructure and expertise. Customization demands .NET developers familiar with Microsoft's development stack. Limited cloud flexibility with forced Azure dependencies. Implementation timelines stretch 6-18 months.
Point-and-click customization with no coding required. Professional Services available at transparent, affordable rates. Two-week implementation timelines. Open API with no vendor lock-in. Total cost of ownership 70-80% lower than enterprise competitors.
Stop paying enterprise prices for basic customization capabilities. Salesboom delivers the same functionality at a fraction of the cost.
Custom applications and integrations maintain the same rigorous security standards as core CRM functionality.
Granular permissions control who accesses custom fields, modules, and data. Configure security at the field level, record level, or module level. Support role hierarchies that automatically grant access based on organizational structure.
All data encrypted in transit using SSL/TLS and at rest using AES-256 encryption. Custom fields and modules receive the same protection as standard CRM data.
Complete logging of all data access, modifications, and deletions. Track who customized what, when, and from where. Essential for regulatory compliance and internal security audits.
Architecture designed to support HIPAA, GDPR, SOC 2, and other regulatory frameworks. Work with our Professional Services team to configure custom workflows that enforce compliance requirements.
Private Cloud Options: For organizations with strict security requirements, Salesboom offers isolated tenant solutions and private cloud deployments. Your instance runs on dedicated infrastructure with no resource sharing.
On-Premise Deployment: First CRM company to offer true cloud CRM software behind your firewall. Deploy on-premise while retaining all cloud benefits including automatic updates, mobile access, and remote work capabilities.
Salesboom makes starting easy with risk-free evaluation and rapid implementation.
No credit card required. No hidden limitations. Full access to customization tools, integrations, and Professional Edition features. Try the Workshop interface, build custom fields, design workflows, and test integrations with your actual data.
Free training sessions walk you through customization basics. Learn how to configure fields, create custom tabs, set up workflows, and leverage integrations. Our team provides template configurations for common industries to jumpstart your setup.
Our FastTrack program includes complete data migration from spreadsheets, legacy CRMs, or other systems. We cleanse, validate, and import your data so you start with clean, accurate records.
Comprehensive documentation, video tutorials, and knowledge base articles cover every customization scenario. Active user community shares templates, best practices, and creative solutions.
Unlimited support from CRM specialists—not chatbots—available 24/7. Get customization advice, troubleshoot integrations, and optimize workflows with expert guidance included at no additional cost.
Start with basic customizations and add complexity as needed. The platform grows with your business from 5 to 5,000 users without requiring re-implementation or migration to "enterprise" versions.
Contact us today at 1-855-229-2043 or sales@salesboom.com
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