Salesboom
20+Years of CRM Innovation
$249Per Year — 1 User
100%Private by Default
FreeLifetime Upgrades
The Problem

Why Individual Sales Reps Need Their Own CRM

Most CRM platforms are built for teams — leaving solo sales reps, contract workers, and commission-based professionals to rely on spreadsheets or shared systems that don't respect their privacy or individual workflow.

Leads Owned by Your Employer, Not You

In team CRM platforms, your leads and deal history are tied to the company's system. When you move on, you lose everything — your contacts, your pipeline, your history. You start from zero every time.

No Visibility Into Your Personal Pipeline

Without a dedicated solo CRM, there is no clean view of your personal pipeline's health, deal velocity, or win/loss ratio — making it impossible to know where to focus your energy to close more deals this month.

Hot Leads Going Cold From Missed Follow-Ups

Without automated reminders and deal stage tracking, follow-ups get forgotten — and hot prospects go cold. Every missed touchpoint is a deal that could have been yours, lost to a rep who had a system in place.

Side Projects Mixed With Employer Data

Keeping personal accounts, side projects, and professional contacts all in one shared system creates confusion, compliance risk, and the constant anxiety that something private will be seen by someone it shouldn't be.

Losing Your Rolodex When You Change Roles

Career-mobile sales professionals build their network over years. Without a portable CRM, every role change means losing the relationships and context that should be your most valuable professional asset.

Team CRM Tools Built for Everyone But You

Enterprise and team CRM platforms are loaded with features designed for managers, administrators, and large teams. For individual reps, they are over-engineered, overpriced, and optimized for the wrong person entirely.

The Solution

Your Personal Sales Engine — Private, Portable, and Powerful

Salesboom Solo CRM was purpose-built for the individual sales professional — not adapted from a team product, but architectured from the ground up to give you complete ownership of your leads, deals, and sales history.

Full control over your lead database — it stays with you no matter where you work, ensuring your most valuable professional asset is never left behind.
  • Keep your Rolodex and complete sales history as you move between roles
  • Seamlessly parlay existing relationships into new deals when switching industries
  • Maintain separate Solo CRM accounts for different side projects, each kept private
  • You decide who, if anyone, gets notified about your deals or lead activity
  • Cloud-based storage ensures data persists regardless of employer changes

The same world-class Sales Force Automation used by enterprise teams — scaled and simplified for one person. You always know where every deal stands and exactly what to do next.
  • Complete visibility into your personal sales funnel at every stage
  • Automatic tracking of deal status, next steps, and close probability
  • Historical win/loss analysis to sharpen your approach over time
  • Configurable alerts and reminders so no follow-up is ever missed
  • Cloud-based access to your pipeline from any device, anywhere

Privacy is not an add-on in Salesboom Solo CRM — it is the foundation. Engineered from the ground up to give individual sales professionals full data ownership and complete control over who can see it.
  • Leads, contacts, accounts, and deals are non-shareable by default
  • Option to maintain multiple separate Solo CRM accounts for different projects
  • Integration with organizational CRM systems without exposing personal data
  • No administrator override — your private accounts remain yours alone
  • Salesboom uses the utmost discretion with all customer information

Salesboom Solo CRM grows alongside your ambition. Start with one seat and your personal pipeline — and expand seamlessly as your business or career evolves without switching platforms.
  • Integrate with Team, Professional, or Enterprise Edition at any time
  • Maintain multiple independent Solo accounts for separate projects or clients
  • Use Solo CRM alongside a team environment without data crossover
  • Configure alerts, notifications, and deal stages to match any sales process
  • Scale from a side project to a full business without reimplementation
Salesboom Solo Edition CRM — private portable sales pipeline for individual sales professionals
Key Features

Everything a Solo Sales Professional Needs — Nothing They Don't

Salesboom Solo CRM packs enterprise-level functionality into a streamlined individual workspace. Every feature is designed to save time, close more deals, and keep your data secure and private.

Why Salesboom Solo CRM Wins

Why Sales Professionals Choose Salesboom Solo CRM

With 20+ years of CRM innovation, Salesboom has built the only Solo CRM designed specifically for the individual professional — not adapted from a team product, but purpose-built from the ground up for one-person sales operations.

Purpose-Built for Individuals

Not a stripped-down team product — Solo CRM is architectured specifically for one-person sales operations with exactly the right features at exactly the right scale. No bloat, no team-centric dashboards, no unnecessary complexity.

Portable Sales History

Your pipeline, contacts, and deal history travel with you across every role, company, and industry — never locked inside an employer's system. Your most valuable career asset follows you wherever your ambition takes you.

Enterprise Automation at Individual Scale

World-class Sales Force Automation processes built in — the same quality used by large enterprise teams, optimized for solo performance. You get the power of a full CRM without paying for a team you don't have.

Free Outlook Integration and Upgrades

Native Microsoft Outlook integration is included in your license at no extra cost. All future platform upgrades are also free for life — no hidden fees, ever. What you see is what you pay, from day one through your entire career.

Offline-Ready for Field Reps

Work without an internet connection and sync automatically when you reconnect — ideal for reps who are constantly on the move between client sites, industry events, and territory calls where connectivity is unreliable.

Flexible Organizational Integration

Connect Solo CRM to your organization's Salesboom edition for a seamless hybrid experience — or keep it completely separate and private. Your choice, your control, your data — always on your terms.

Who It's Built For

Salesboom Solo CRM Is Perfect For

Whether you are an independent contractor, a nonprofit fundraiser, a SOHO business owner, or a professional migrating from legacy software — Solo CRM adapts to your exact situation and workflow.

1

Contract & Commission-Based Sales Reps

Carry your full pipeline and contact history between engagements. Own your relationships and hit the ground running with every new client or product — no rebuilding from scratch with every new role.

Most Popular
2

Nonprofit and Donation Representatives

Manage donor relationships, track giving history, and nurture long-term supporters with a system built around your unique fundraising cycle — private, organized, and always at hand.

Great Fit
3

SOHO Businesses and eBay Resellers

Run a lean, efficient operation from a single seat. Automate outreach, track orders and buyers, and grow without the overhead of an enterprise platform or the cost of a team license you don't need.

Lean & Efficient
4

Professionals Moving From ACT! or Goldmine

Migrate your existing contacts and history into a modern, cloud-based platform that upgrades your capabilities without disrupting your workflow — and without starting your Rolodex from zero.

Easy Migration
Common Questions

Frequently Asked Questions About Salesboom Solo CRM

Answers to the questions individual sales professionals ask most before choosing Salesboom Solo Edition — covering privacy, portability, integrations, and pricing.

No. Salesboom Solo CRM is completely private by default. Your leads, contacts, accounts, and deals are not visible to any other sales rep or your organization unless you explicitly choose to share them. You retain full ownership and control of your data at all times.

Your data stays with you. Because Solo CRM is tied to your individual account — not your employer's system — your entire sales history, contacts, and pipeline remain accessible regardless of where you work. You take your Rolodex with you, always.

Yes. Solo CRM integrates seamlessly with Salesboom Team, Professional, and Enterprise Editions. You can connect your Solo account to your organization's CRM for information you choose to share, while keeping personal deals and side projects completely separate and private.

Yes. Salesboom Solo CRM includes offline and wireless editions, ensuring field sales reps always have access to their vital data. Your information syncs automatically the moment your connection is restored.

Yes. Outlook integration is included in your Solo CRM license at no extra cost. All platform upgrades are also free for life — there are no hidden fees or add-on charges. What you see is what you pay.

Absolutely. You can maintain multiple independent Solo CRM accounts, each completely isolated from the others. This is ideal for sales reps who have separate clients, personal businesses, or side projects that need to stay private from each other and from their primary employer.

Yes. Solo CRM is an excellent fit for nonprofit representatives and donation-based fundraisers. You can manage donor relationships, track giving history, set follow-up reminders, and nurture long-term supporters — all within a private, portable platform.
Related Resources

Explore Every Salesboom CRM Edition

Compare Solo Edition against other Salesboom plans, or find out which edition is the best fit as your individual business or sales career grows and evolves.

Get Started

Ready to Own Your Sales Pipeline — for Good?

Take control of your leads, deals, and sales history with Salesboom Solo CRM. Start your free 30-day trial today or call us at 1.855.229.2043 — no credit card required.

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.

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Enterprise Edition

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

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Team Edition

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

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