TrustRadius: an HG Insights company

What is Saleoid?

Saleoid is a CRM and business operations platform for small businesses that consolidates sales, marketing, billing, automation, and work management in a single system. It is designed to reduce tool sprawl by keeping lead capture, follow-ups, customer communication, quoting, subscriptions, and payments connected to the same contact and deal records.

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Media

Screenshot of a business dashboard with real-time metrics and widgets across marketing, sales, and billing. This is used to track leads, pipeline, revenue, invoices, and performance trends in one customizable view.
Screenshot of automated workflows for customer journeys. These can trigger campaigns, reminders, and billing actions from leads, appointments, deal updates, or subscription events for consistent execution.
Screenshot of unified invoicing and billing for services: online booking, invoicing, payment collection, subscriptions, and recurring payments.
Screenshot of a 360° customer view showing contact details with timeline of communication, deals, purchases, invoices, agreements, and appointments.
Screenshot of the unified communication center for teams-handle Email, SMS, WhatsApp, and chat/chatbot threads, track appointments and bookings, and keep every interaction in one place.

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Screenshot of a business dashboard with real-time metrics and widgets across marketing, sales, and billing. This is used to track leads, pipeline, revenue, invoices, and performance trends in one customizable view.