SalesNOW

SalesNOW

Interchange Solutions
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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.

About

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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.

Audience

Businesses and growing companies seeking flexible CRM solutions with scalable marketing, sales, service, and commerce tools tailored to evolving business needs

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$24.95/month/user
Free Version
Free Trial

Pricing

$25.00/month/user
Starter - $25 per user per month
Professional - $100 per user per month
Enterprise - $165 per user per month
Unlimited - $330 per user per month
Free Version
Free Trial

Reviews/Ratings

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

Reviews/Ratings

Overall 4.7 / 5
ease 4.3 / 5
features 4.7 / 5
design 4.5 / 5
support 4.5 / 5

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!

Pros & Cons from Real Users

Pros

  • The perfect integration with many other platforms such as Zoho, Outlook or Google make me choose this platform for CRM management within my work environment. Having a connection with these platforms and others to have my clients' contacts connected allows me to make the sales funnel more efficient and at the end of the day I can reach potential clients that drive more sales. With the integrations, it allows me to leave Salesforce as little as possible without having to go back and forth from platform to platform, so for example I can check the email that comes to me from my clients without having to go to Outlook. The report panel is very complete, and I like the customization of it, besides that it is available in any plan that I choose, so no user would have limits in the customization of their reports. Creating a list to be able to filter more easily is not a complicated task, everything I need to know is included in a single panel, you just need to know how to read and understand the data that Salesforce provides to get the most out of the information that this platform is providing. The information that I can store from each client is very detailed, so it will not be difficult for me to keep track of the clients that I have handled before, making this practical to be able to determine whether a sale is successful or not. In addition, I can easily import all the customer data from another platform so that I do not have to make manual entries, but simply follow an order from a template that Sales Cloud provides me so that when importing everything is satisfactory and there are no errors in the process.
  • Onboarding on the Salesforce CRM platform is easy. There is no technical learning curve on this platform. It visualizes every potential leads pretty well. Its sales navigator helps to extract data and potential leads with a few clicks.
  • º I can create detailed customer profiles to maintain the best relationships by knowing what to look for in a market like the one my company is in. This makes things much easier when it is necessary to take into account what are the aspects and characteristics that some clients need when contracting a service, thus being able to provide all the best support to clients since with their profiles we can recognize the recurrence of the client. and understand who we are dealing with when managing the company's sales, whether it is a natural person or a company wanting to contract the services of mine. º The technical support has been one of the most friendly and understandable I have ever had. Thanks to your help I have been able to boost certain areas of my company that I had neglected, so with some Salesforce tools and the technical support team I have been able to successfully implement this platform to boost sales of the services that my company offers and not be left behind with competition by using the same platform. º It is very customizable, I can configure everything for a specific group of users or in a general way, so I really like that I can have freedom with a platform as robust as this one. It is super convenient to be able to work in this way without any limitations, since if the implementation is difficult, it is not expected that it will not be configurable, but on the contrary, that it can be customized to the level of the needs of each company. º I can manage client accounts in order to obtain the sales that I have generated with that client. This helps me a lot to speed up the billing process when making cuts each month. I like it because the reports I generate on client accounts are very detailed, thus allowing me to have everything clearer both for myself and for my clients and to maintain a stable and reliable relationship. º I like that I can have an application for iOS, it is very comfortable when I can have the platforms that I use for work within the palm of my hand. With Salesforce on devices I can immediately have the contacts of the clients and their accounts. In addition, I can see the opportunities that arise in the market without having to go to my desktop computer, but I see everything through the mobile application.
  • Salesforce is very easy to use and love the dashboard reporting. Also the integration with Outlook makes it easier to manage.
  • Easy to use, information is in one place, can access it anywhere - laptop, phone etc. You can attach documents, emails etc. It's like a one-stop shop for secure client information.

Cons

  • It requires a high degree of specialization for the correct handling of this platform, since the number of tools available becomes overwhelming for someone who is not an expert or not trained, so first any user who has never used this type of platform must first go through a big learning curve to get the most out of it and have a good connection with potential customers to have smarter sales. I recommend that you take at least a full training course on this platform before you can apply the planned strategies and connect with customers, since the performance that Sales Cloud offers depends not only on the platform itself, but also on how it works. the user will carry out the sales management. Therefore, my recommendation that I am giving is more accurate for a company or a person who wants to take sales and customer management to another level. The interface should be more polished so that it is more intuitive to use, even having prior knowledge of the use of Sales Cloud since there are functions that are difficult to locate and that I sometimes get lost in the search. Also improving performance would not be bad, every time I want to enter Sales Cloud, I have to wait for a large amount of data to load before I can start my daily management of my contacts and sales, so it is easier for me to leave the computer turned on to have everything ready without having to wait for all the data to load so I can use this platform. To attach you also need mobile applications of this Salesforce tool, there is currently an application, but it does not focus on what I need Sales Cloud to be, so what is in the application store is the general version of Salesforce which I don't need. I understand that it's a cloud-based feature, but that's not to say that it can't be easily converted into cloud-connectable applications like virtually all SaaS platforms do today.
  • I am happy with this platform, with no downside experience.
  • º I have a synchronization problem that sometimes happens that not all the data entered is reflected to the entire sales team of the company. This is a huge headache because I require everything to be in sync and I also need everything to be in real time when I want everyone to have the same information on their screens. º I would like the user interface to be more friendly so that new users have the ability to integrate more easily into the platform. Currently I can say that it is not for everyone to be able to use Salesforce tools, so a great deal of training is required to be able to fully understand the system without getting lost along the way. They could also include good tutorials to explain all the tools and make the learning process easier for new users. º The prices are not the best or they are not so competitive. I have seen many more affordable options, but less professional or simpler. However, it seems that the prices are inflated because I have also seen platforms with similar or the same functions, simpler, but with a lower percentage of price compared to Salesforce. Although it is a negative point, I can be calm since I integrate many Salesforce platforms and even when I think about it, it is much cheaper than just having a Salesforce platform individually and not interconnected. º If I want to make changes within the platform that do not harm the work that is done with this platform within my company, then I have to contact support to guide me since there are things that are not fully understood and so as not to stop the process It's best to contact Salesforce support if any changes are going to be implemented without breaking anything. Also, in case something goes wrong, do not go through cumbersome waiting times since this platform is very difficult to handle in all aspects.
  • No cons that I can think of as this is really a great product!
  • Compiling Reports can be difficult with knowing which filters are best for different ones.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Interchange Solutions
Founded: 1991
Canada
getstarted.salesnow.com

Company Information

Salesforce
Founded: 1999
United States
www.salesforce.com

Alternatives

Freshsales

Freshsales

Freshworks

Alternatives

monday CRM

monday CRM

monday.com
monday CRM

monday CRM

monday.com

Categories

CRM

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.

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.

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 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 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.

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.

Categories

CRM Features

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

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

CRM Features

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

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Construction CRM Features

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

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Inside Sales Features

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Integrations

Constant Contact
Gmail
Mailchimp
Microsoft Outlook
Birdeye
CALLEY
Certero for SaaS
D&B Optimizer
Dialpad Support
FlashDocs
Hubbl Diagnostics
Humanic
Humantic
IBM StreamSets
IXOPAY
Omnata
PacketFabric
REVER
Wombot
m-wise Loyalty Cloud

Integrations

Constant Contact
Gmail
Mailchimp
Microsoft Outlook
Birdeye
CALLEY
Certero for SaaS
D&B Optimizer
Dialpad Support
FlashDocs
Hubbl Diagnostics
Humanic
Humantic
IBM StreamSets
IXOPAY
Omnata
PacketFabric
REVER
Wombot
m-wise Loyalty Cloud
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Claim SalesNOW and update features and information
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