SalesNOW

SalesNOW

Interchange Solutions
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About

Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.

About

SalesNOW CRM is your all-in-one solution to streamline sales and customer management. Track contacts, leads, deals, and performance with ease, all while staying connected via mobile or web. Create beautiful proposals and complex quotes to impress clients and win more business. Unlike other platforms, SalesNOW is committed to ensuring your success. Our Business Analysts help tailor the CRM to your business needs, while Account Managers train your team to maximize every feature. The result? A CRM that works for you, not the other way around. Empower your team, boost productivity, and achieve lasting results with SalesNOW CRM—the platform built for your success.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Organizations in any industry

Audience

SalesNOW is an affordable solution for any size business, that wants to streamline their sales process while gaining more reporting visibility. It is also compatible to work in any industry.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$29.00/month/user
Plus - $29 per user per month
Professional -$49 per user per month
Enterprise - $99 per user per month
Free Version Supported
Free Trial Supported

Pricing

$24.95/month/user
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.3 / 5
ease 4.7 / 5
features 5.0 / 5
design 5.0 / 5
support 4.7 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 4.8 / 5
features 4.8 / 5
design 4.5 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Helps to organize sales, marketing, project and support teams at the same place. It offers segmented email marketing. Shares overview of every point of business. Tons of business tools integration options are available. Pipeline visualization for sales segments.
  • The application provides automation tools for sales processes, including: contact management, account management and market opportunity management. In addition, it has a basic collaboration system that features conversations and publishing of interest to active project members.
  • Works well and is pretty easy to use and set up for your business. Doesn't take much to get it running.

Cons

  • First few days of onboarding this platform seems complicated due to its UI.
  • The platform of this application is very basic, but it can be very poor compared to others, it is also slow when performing certain tasks. Likewise, it does not include media outreach tools as it does not integrate a social networking section. It also does not allow us to attach files to the exposed tasks.
  • I think there could be more advanced features for a CRM.

Pros & Cons from Real Users

Pros

  • The format is somewhat simplistic, but very effective and user friendly. While I was not involved in the implementation process, the support team is top notch in being readily available for either questions or training.
  • The SalesNOW application is the best way to track all of Sales opportunities. I've personally used this tool the last 14 plus years and appreciate the ease of creating new content as some tools like Salesforce takes much longer like 45/60 minutes upload each opportunity. Most Sales Executives are not willing to spend that much time and with SalesNOW within Five minutes or less you can create a new company and Project details within minutes!!
  • SalesNOW is the most intuitive and user-friendly CRM we've ever used. Entering data is a simple process. Searching records is a relatively fast process.
  • We have had the pleasure of working with SalesNOW for many years, and it has truly transformed the way our team manages client relationships and sales processes. Their CRM is by far the most user-friendly and easily customizable solution we've encountered. From day one, SalesNOW has consistently exceeded our expectations, making it an invaluable tool for our business. Pros User-Friendly Interface: The platform is incredibly intuitive, even for those who aren't tech-savvy. Navigating through the CRM is seamless, and we’ve noticed increased efficiency within our team due to how easy it is to use. Customizability: SalesNOW allows for deep customization to meet our unique business needs. Whether it's modifying workflows, reporting, or integrating with other tools, it’s a breeze to tailor the CRM to our specific requirements. Top-Notch Customer Support: SalesNOW’s customer support is second to none. Every time we’ve reached out for assistance, the support team has been responsive, knowledgeable, and incredibly helpful. It’s clear that the team truly cares about their clients’ success. Value for Money: In terms of cost, SalesNOW offers incredible value. The platform provides so many features at an affordable price point, and it's far more cost-effective than many other CRMs on the market. The ROI we've seen from using this CRM has been well worth it.

Cons

  • Data input sometimes has to be replicated due to "timing out" issue.
  • Nothing I can think of currently, we've had a lot of success with the SalesNOW application and will continue to use it for all Three of our companies Executives and Project Managers.
  • Would love to have a time-saving voice-enabled data entry option.
  • None: Honestly, there are no cons to speak of. SalesNOW has consistently met and exceeded our expectations in every area, from usability to customer support. It truly stands out in every aspect. I've been working with the Team at SalesNOW for over a decade!

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Insightly
Founded: 2010
United States
www.insightly.com

Company Information

Interchange Solutions
Founded: 1991
Canada
getstarted.salesnow.com

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot

Alternatives

Coevera

Coevera

Pipelinersales Corporation
Freshsales

Freshsales

Freshworks
monday CRM

monday CRM

monday.com
monday CRM

monday CRM

monday.com

Categories

Construction CRM Supported
Contact Management Supported
CRM Supported
Healthcare CRM Supported
Lead Management Supported
Project Management Supported
Sales Enablement Supported
Sales Forecasting Supported
Sales Tracking Supported
Task Management Supported

Categories

CRM Supported

SalesNOW CRM is your all-in-one solution to streamline sales and customer management. Track contacts, leads, deals, and performance with ease, all while staying connected via mobile or web. Unlike other platforms, SalesNOW is committed to ensuring your CRM implementation succeeds. With 50% of CRM systems abandoned within two years, SalesNOW stands out by providing exceptional support. Our Business Analysts help tailor the platform to your business needs, while dedicated Account Managers train your team to maximize every feature. The result? A CRM that works for you, not the other way around. Empower your team, boost productivity, and achieve lasting results with SalesNOW CRM—the platform built for your success.

Insurance CRM Supported

Streamline client management and grow your book of business with SalesNOW CRM, designed to meet the unique needs of insurance professionals. Track policies, manage renewals, and nurture client relationships with ease. With mobile and web access, stay connected to clients and prospects wherever you are. SalesNOW stands out with exceptional support. Our Business Analysts customize the platform to fit your insurance workflows, and Account Managers ensure your team is trained to maximize every feature—from managing leads to tracking renewals and claims. Boost efficiency, improve client retention, and grow your business with SalesNOW CRM—the trusted partner for the insurance industry.

Lead Management Supported

Effortlessly capture, track, and nurture leads with SalesNOW CRM. Designed for businesses focused on lead management, SalesNOW streamlines the entire process—from identifying prospects to closing deals. Gain real-time insights, prioritize leads, and ensure no opportunity slips through the cracks. What makes SalesNOW different? With 50% of CRM implementations abandoned within two years, our dedicated Business Analysts customize the platform to your needs, while Account Managers ensure your team is trained to convert leads into customers. Turn prospects into lifelong clients with SalesNOW CRM—the smart choice for lead management.

Marketing Supported

Marketing professionals need a CRM that drives campaigns and streamlines lead management. SalesNOW CRM empowers you to capture, nurture, and convert leads with ease. Manage contacts, track campaigns, and analyze results to make data-driven decisions—all in one platform, accessible on mobile or web. What sets SalesNOW apart? While 50% of CRM systems fail within two years, our dedicated support ensures your success. Business Analysts help you customize the CRM to fit your marketing workflows, and Account Managers train your team to maximize its impact. Boost engagement, streamline campaigns, and track ROI with a CRM designed to elevate your marketing strategy. Choose SalesNOW for results that stick.

Sales Supported

Sales teams need a CRM that works as hard as they do. SalesNOW CRM simplifies contact management, lead tracking, and deal closing, helping you stay organized and focused on what matters—hitting your targets. With mobile and web access, your team can sell smarter, anywhere. Unlike other platforms, SalesNOW is built for success. While 50% of CRM implementations fail, our Business Analysts tailor the system to your sales process, and dedicated Account Managers ensure your team is fully trained to leverage every feature. Close more deals, track performance, and grow revenue with SalesNOW CRM—the ultimate tool for sales success.

Streamline your sales processes with SalesNOW CRM, the ultimate tool for sales force automation. Manage contacts, leads, deals, and activities effortlessly, while automating repetitive tasks to free up your team’s time for what matters—closing deals. Accessible via mobile and web, SalesNOW keeps your team productive anywhere. Unlike other platforms, SalesNOW ensures your success with unparalleled support. Our Business Analysts customize the system to your sales workflow, and Account Managers provide comprehensive training to help your team maximize every feature. Optimize your sales force, improve efficiency, and drive results with SalesNOW CRM—the automation solution built for sales success.

Sales Tracking Supported

Take control of your sales pipeline with SalesNOW CRM, the perfect solution for tracking deals, performance, and progress. Gain real-time visibility into every stage of the sales cycle, identify top-performing opportunities, and make data-driven decisions to boost revenue. With mobile and web access, your team stays connected and informed anywhere. What sets SalesNOW apart? While 50% of CRM systems fail, our Business Analysts tailor the platform to fit your sales tracking needs, and Account Managers ensure your team is fully trained to get the most out of it. Stay on top of your sales game with SalesNOW CRM—your partner in tracking success.

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Not Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Sales Force Automation Features

Call Management Not Supported
Campaign Management Not Supported
Channel Management Not Supported
Commission Management Supported
Contact Management Supported
Contract Management Not Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported

Business Management Features

Billing & Invoicing Not Supported
CRM Supported
Employee Management Not Supported
Financial Management Not Supported
Inventory Management Not Supported
Marketing Management Not Supported
Order Management Not Supported
Point of Sale (POS) Not Supported
Project Management Not Supported
Purchasing Not Supported
Scheduling Not Supported
Time & Expense Tracking Not Supported
Training Management Not Supported
Vendor Management Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Not Supported

Healthcare CRM Features

Audience Targeting Not Supported
Campaign Management Not Supported
Marketing Automation Not Supported
Medical History Records Not Supported
Patient Communications Supported
Patient Management Supported
Physician Management Not Supported
Predictive Analytics Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Not Supported
Document Management Supported
Goals / Quota Management Supported
Lead Management Supported
Meeting Management Supported
Performance Management Supported
Presentation Management Not Supported
Proposal Management Supported
Territory Management Not Supported
Training Management Not Supported

Sales Forecasting Features

Competitor Analysis Not Supported
Correlation Analysis Not Supported
Dashboard Supported
Dynamic Modeling Supported
Exception Reporting Not Supported
Graphical Data Presentation Supported
Modeling & Simulation Supported
Performance Metrics Supported
Sales Trend Analysis Supported
Statistical Analysis Supported

Task Management Features

Collaboration Supported
Create Subtasks Supported
Gamification Supported
Gantt Charts Not Supported
Mobile Access Supported
Percent-Complete Tracking Supported
Progress Tracking Supported
Recurring Tasks Supported
Reporting/Analytics Supported
Spreadsheet View Supported
Task Board View Supported
Task Planning Supported
Task Scheduling Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Not Supported
Lead Scoring Not Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Supported
Channel Management Supported
Commission Management Supported
Contact Management Supported
Contract Management Not Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported

Integrations

Constant Contact Supported
Gmail Supported
Mailchimp Supported
Microsoft Outlook Supported
AccessOwl Supported
Campaign Monitor Supported
Causal Supported
Cognito Forms Supported
FastField Forms Supported
Google Drive Supported
HubSpot Data Hub Supported
Jotform Supported
Kissflow Supported
Motileo Supported
Pimex Supported
Retently Supported
Squarespace Supported
VICIhost Supported
Zeeto Supported

Integrations

Constant Contact Supported
Gmail Supported
Mailchimp Supported
Microsoft Outlook Supported
AccessOwl Not Supported
Campaign Monitor Not Supported
Causal Not Supported
Cognito Forms Not Supported
FastField Forms Not Supported
Google Drive Not Supported
HubSpot Data Hub Not Supported
Jotform Not Supported
Kissflow Not Supported
Motileo Not Supported
Pimex Not Supported
Retently Not Supported
Squarespace Not Supported
VICIhost Not Supported
Zeeto Not Supported
Claim Insightly and update features and information
Claim Insightly and update features and information
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Claim SalesNOW and update features and information