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Salesboss

Salesboss

Overview

What is Salesboss?

Salesboss is a CRM (Customer Relationship Management) software designed to assist businesses in automating their sales and marketing processes, enhancing customer relationships, and boosting sales. According to the vendor, Salesboss offers a variety of features including sales pipelines, SMS and email...

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Pricing

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Basic

$99

Cloud
per month

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

What is Salesboss?

Salesboss is a CRM (Customer Relationship Management) software designed to assist businesses in automating their sales and marketing processes, enhancing customer relationships, and boosting sales. According to the vendor, Salesboss offers a variety of features including sales pipelines, SMS and email marketing, automation and workflows, reviews management, webchat, calendar management, and payments.

Key Features

Sales Pipelines: According to the vendor, Salesboss provides a powerful and user-friendly sales pipeline tool that allows users to customize stages, add and manage leads, and track deal progress.

SMS: Salesboss enables users to engage prospects through text messages by sending SMS directly from the platform. According to the vendor, users can set up bulk campaigns or personalized messages to effectively reach their audience.

Email Marketing & Campaigns: The vendor claims that Salesboss allows users to create automated email campaigns using pre-defined templates. Users can schedule email campaigns and increase engagement with newsletters to nurture leads and drive conversions.

Automation & Workflows: According to the vendor, Salesboss enables users to automate routine tasks and set up workflows based on triggers to save time and improve efficiency. Users can automate follow-up emails and messages and create advanced campaigns with segmentation for targeted marketing.

Webchat: Salesboss offers a webchat feature that allows users to convert website visitors into leads. According to the vendor, users can engage visitors in real-time, add them to automated follow-up workflows, and capture valuable leads while seamlessly scheduling appointments.

Inbox: Salesboss consolidates all customer conversations in one place, including SMS, email, webchat, and more. According to the vendor, users can easily access conversation history and customer information, and efficiently assign campaigns, workflows, and bookings.

Calendar & Appointments: According to the vendor, Salesboss allows users to schedule appointments directly from the CRM. Users can automate appointment reminders, sync with Google or Outlook calendar, and manage team calendars and availability.

Payments & Invoices: Salesboss offers features to request payments via text messages, automate recurring payments and reminders, and integrate with payment and accounting systems. According to the vendor, users can track sales, create quotes, and generate invoices effortlessly.

Reviews: According to the vendor, Salesboss enables users to automatically collect authentic reviews by sending review invitations via messages and emails. Users can manage and respond to reviews in one place to improve online reputation and build credibility.

Salesboss Features

  • Supported: Contact Management
  • Supported: Lead Management
  • Supported: Sales Pipeline Management
  • Supported: Activity Dashboard
  • Supported: Calendar/Reminder System
  • Supported: Document Storage
  • Supported: Email Marketing
  • Supported: Interaction Tracking
  • Supported: Internal Chat Integration
  • Supported: Lead Generation
  • Supported: Marketing Automation
  • Supported: Mobile Access
  • Supported: Quotes/Estimates
  • Supported: Segmentation
  • Supported: Social Media Integration
  • Supported: Task Management
  • Supported: Workflow Management

Salesboss Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based
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Comparisons

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