Salesboom
22+Years of CRM Innovation
3,500+Businesses Transformed
159Countries Served
4Flexible Plans — Solo to Enterprise
The Disconnection Problem

Why Disconnected Tools Are Costing Your Business

Most growing businesses run on a patchwork of tools — separate email platforms, spreadsheets for leads, standalone service desks, and disconnected ERP systems. Salesboom's hosted CRM software was built to eliminate these problems entirely.

Sales Reps Duplicating Lead Data

When marketing and sales operate on separate systems, lead data entered in one tool must be re-entered in another — wasting time, introducing errors, and ensuring your CRM is never fully up to date from the start.

Service Agents Blind to Purchase History

Customer service agents who can't see open opportunities, billing status, or past purchases give incomplete, sometimes contradictory answers — frustrating customers and undermining the sale that other teams worked hard to close.

Managers Acting on Yesterday's Data

When reports take days to compile, managers react to problems rather than preventing them. By the time a declining pipeline or rising churn rate becomes visible, it has already cost the business measurable revenue.

Back-Office Isolated from the Front Office

Billing teams don't know a deal has closed. Inventory teams don't know what's been quoted. HR and project teams operate in complete isolation from the sales and service teams they depend on — creating delays, errors, and missed deadlines.

More Tools Add More Complexity

Every new tool added to solve a gap creates a new integration to maintain, a new contract to manage, and a new training burden for staff. Scaling a patchwork of tools multiplies costs and complexity exponentially.

Customers Falling Through the Cracks

Without a single system tracking every customer interaction from first inquiry to renewal, follow-ups are missed, issues go unresolved, and at-risk customers drift to competitors before anyone in your business even knows they were unhappy.

The Salesboom Platform

One Hosted CRM Platform. Every Business Function. Real-Time Integration.

From lead capture to invoice generation, from campaign management to employee HR tracking, every module shares one data layer — so your teams always work with a single, accurate view of the customer and the business.

The web-based SFA engine gives sales teams everything they need to manage the full revenue cycle without switching tools. Capture, qualify, route, quote, forecast, and close — all in one place.
  • Lead Management: Capture, qualify, and route inbound leads automatically
  • Contact & Account Management: 360-degree view of every prospect and customer
  • Opportunity Management: Track deals through every pipeline stage with real-time forecasting
  • Quote Management: Generate professional quotes directly from opportunity records
  • Forecasting & Commissions: Predict revenue and automate commission calculations

Salesboom's marketing automation module empowers marketing teams to run campaigns, manage collateral, and nurture prospects — without ever leaving the CRM.
  • Campaign Management: Plan, launch, and track multi-channel campaigns from a single dashboard
  • Mass Email: Send personalized bulk emails with tracking, open rates, and click analytics
  • Marketing Collateral Management: Share approved assets with sales teams instantly
  • Auto Response Email: Trigger personalized sequences based on prospect actions and pipeline stage

Salesboom's customer service module gives support teams full access to account history, open opportunities, and service records — all in one place so agents stop asking customers to repeat themselves.
  • Case & Incident Management: Log, track, prioritize, and resolve issues with full audit trails
  • Solution Management: Library of approved resolutions agents can apply instantly
  • Knowledge Base Management: Searchable, self-service knowledge repository for agents and customers
  • Contact Center Integration (CTI, IVR, VoIP): Screen pops, call logging, and intelligent routing

Salesboom extends deeper into your operations with integrated ERP modules that share the same customer data — eliminating double entry and blind spots between departments.
  • Billing & Invoicing tied directly to quotes, contracts, or service cases
  • Inventory Management with automatic restocking triggers
  • Project Management linked to client accounts for full delivery visibility
  • Employee Management, HR Policy Tracking, Expense Tracking, and Vacation/PTO Management
Salesboom hosted CRM software unified dashboard showing sales pipeline, customer service cases, marketing campaigns and real-time business intelligence
Extended Capabilities

Extend Your Hosted CRM Software with Powerful Add-On Capabilities

Salesboom goes beyond core CRM with a rich library of additional solutions that connect your front office and back office without custom development or third-party integrations.

Why Salesboom

Why Thousands of Businesses Choose Salesboom Hosted CRM Software

Since 2003, Salesboom has delivered on-demand hosted CRM software to businesses across industries and geographies. Here is what sets the platform apart from every alternative.

Truly Unified Platform

Sales, marketing, customer service, collaboration, and back-office ERP — all in one system, sharing one database. No integrations to break, no data to reconcile, no version inconsistencies between departments.

Real-Time Front & Back-Office Integration

The moment a sale closes, billing knows. When inventory drops, purchasing is alerted. Every department works from the same live data — not yesterday's export, not an end-of-day sync, not a manually compiled report.

Native Outlook Integration

Unlike competitors who charge extra or require third-party plugins, Salesboom's Outlook sync is built in — keeping sales reps in their inbox while the CRM stays updated automatically with no manual duplication.

Flexible Plans, No Vendor Lock-In

Start with the Solo plan and scale to Enterprise as you grow. Transparent pricing, no hidden fees, and a service guarantee ensure you always know exactly what you're paying for at every stage of growth.

Proven Since 2003

Over 20 years of continuous CRM innovation means a mature, stable, and feature-rich platform that businesses trust for mission-critical sales, service, and operations — with a track record no newcomer can match.

White-Glove Support

Real CRM specialists — not chatbots — available to support onboarding, customization, and day-to-day questions. Your success is Salesboom's success, and expert help is always one call away.

Flexible Plans

Flexible Hosted CRM Plans for Every Business Size

Salesboom offers four scalable plans designed to match your business at every stage of growth. All plans include core CRM capabilities, with advanced features unlocked as your needs evolve.

Solo

For Individual Professionals

Ideal for individual sales professionals or founders managing their own pipeline. Includes core SFA modules — lead, contact, account, opportunity, forecasting — plus dashboard reporting, document management, Outlook integration, mail merge, and Zip Code Proximity Search.

Team

For Small Collaborative Teams

Built for small teams that need to collaborate and communicate. Adds shared calendars, instant messaging, web self-service, knowledge base management, case management, solution management, campaign management, and employee management — all included.

Professional

For Growing Businesses

Designed for growing businesses with complex workflows. Includes everything in Team, plus quote and product database management, contact center (CTI/IVR/VoIP), contract management, commissions management, website integration, profile-based security, and workflow automation.

Enterprise

Full-Suite Access

Full-suite access for established businesses and larger organizations. Unlocks the complete platform including billing & invoicing, inventory management, project management, HR policy tracking, expense tracking, vacation/PTO management, mass email, and optional wireless, offline, and EDI add-ons.

Business Impact

Make Smarter Decisions with Real-Time Business Intelligence

Data is only valuable when you can act on it. Salesboom's built-in business intelligence tools transform raw CRM activity into clear, actionable insights — available the moment you need them, not at the end of the week.

Custom Reporting Across Every Module

Build reports tailored to your business across any module — sales, service, marketing, HR, or finance. Filter, group, and export data on demand with no dependency on an analyst or IT team to compile results.

Role-Based Dashboards for Every Team

Executives see pipeline and revenue; service managers see case volumes and SLA compliance; sales reps see quota attainment — all in real time, all configured to show only the KPIs that matter to each role.

Pipeline Visibility and Revenue Forecasting

Probability-weighted deal forecasting gives leadership an accurate picture of upcoming revenue — enabling confident hiring decisions, inventory planning, and investment commitments based on real data, not gut instinct.

Compliance and Audit Trails

Complete interaction logs, documented case histories, and automated records management ensure your operations meet regulatory and contractual obligations — with full auditability built into every transaction and communication.

Email Supervision and Retention

Archive, monitor, and retrieve email communications for compliance, coaching, and dispute resolution. Every customer-facing communication is captured, searchable, and tied to the right account record permanently.

Scalable Reporting as Your Business Grows

Reports and dashboards scale seamlessly from a 5-person team to a 500-person enterprise without requiring migration, re-implementation, or the addition of a separate analytics platform to handle growing data volumes.

Common Questions

Frequently Asked Questions About Salesboom Hosted CRM Software

Everything you need to know about Salesboom's on-demand platform — from plans and pricing to integrations, mobile access, and ERP capabilities.

Hosted CRM software (also called cloud-based or on-demand CRM) is accessed entirely through a web browser with no software installation required. Your data is securely stored and maintained on Salesboom's servers, meaning your team can log in from any device, anywhere in the world. Unlike on-premise CRM, there's no IT infrastructure to manage, no server upgrades to budget for, and no version lock-in. Updates are delivered automatically and included in your subscription.

The right plan depends on your team size and the modules you need. The Solo plan is designed for individuals managing their own pipeline. The Team plan adds collaboration and customer service tools for small groups. Professional unlocks advanced automation, quoting, and contact center capabilities. Enterprise provides the full platform including ERP modules. Our team offers a free consultation to match you with the right plan — and you can always upgrade as you grow.

Yes. MS Outlook integration is included across all Salesboom plans. Emails, contacts, calendar events, and tasks sync bidirectionally between Outlook and the CRM — so your salespeople never have to manually duplicate activity. The integration works with both desktop Outlook and Outlook 365.

Absolutely. Salesboom offers a free 30-day trial with no credit card required. You'll have full access to the features included in your selected plan, plus onboarding support from our team to help you get started quickly. You can also request a live demo for a guided walkthrough tailored to your industry and use case.

Yes. Salesboom offers a Wireless Edition optimized for mobile and field use, as well as an Offline Edition that allows reps to work without an internet connection and sync automatically when they're back online. Field teams can access customer records, update cases, capture notes, and process transactions — all from a mobile device.

Salesboom's customer service module includes Case & Incident Management, Solution Management, Knowledge Base Management, and Contact Center integration (CTI, IVR, VoIP). These tools are available across Team, Professional, and Enterprise plans, enabling support teams to log, prioritize, route, and resolve customer issues — all within the same CRM they use to manage accounts and sales.

Salesboom includes a suite of online ERP modules built directly into the platform — Billing & Invoicing, Inventory Management, Project Management, Employee Management, HR Policy Tracking, Expense Tracking, and Vacation/PTO Management. These are available on the Enterprise plan and can be added to lower plans as needed. Having CRM and ERP in one system eliminates the data silos that slow down most businesses.
Explore More

Explore Salesboom's Features and Comparisons

Discover why thousands of businesses choose Salesboom's hosted CRM software — from detailed feature comparisons and competitor analyses to purpose-built workflow and automation capabilities.

Get Started

Ready to Unify Your Business on One Hosted CRM Platform?

Start your free 30-day trial today — no credit card required — and experience the power of a fully integrated on-demand CRM. Or request a live demo and let our team show you exactly how Salesboom fits your business.

Questions? 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.

Explore Professional
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.

Discover Team