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.

Key capabilities

• Sales CRM & pipelines: contact/company records, pipeline stages, and activity tracking to manage deals end-to-end.
• Lead capture & conversion: landing pages, web forms, appointments/meetings scheduling, and online booking to turn enquiries into booked conversations.
• Marketing automation: workflow-driven campaigns and triggers, including email and SMS automation use cases (e.g., segmentation and follow-ups).
• Multichannel outreach: email marketing, SMS marketing, WhatsApp marketing, and social scheduling from within the suite.
• Quote-to-cash: automated estimates, agreements with e-sign, billing & invoicing, and subscription management for recurring revenue workflows.
• Subscription management: create subscription plans, automate renewals/invoicing, send payment reminders via email/SMS/WhatsApp, and support failed-payment recovery (dunning).
• Work management: project management, document management, dynamic forms, and role/permission controls for teams.
• AI features: AI chatbot and AI-assisted modules (noted across features such as landing pages, scheduling, estimates, and messaging).

Differentiators

• Modular “build your stack” approach: Saleoid positions pricing as flexible and configurable, with plans starting at $5/month and a 15-day free trial, supporting a pay-as-needed setup for small teams.
• Recurring revenue workflows: subscription plans, automated renewals and invoicing, and multichannel payment reminders are packaged as first-class workflows rather than add-ons.