Salesboom Cloud CRM Software


Salesboom Cloud CRM is a cloud-based customer relationship management (CRM) system. The user interface within the system was designed for quick end user adoption, and most functions can be accessed with just a few clicks.

Every company using Salesboom is assigned a personal CRM consultant. The system is offered in three levels: Team, Professional and Enterprise.

The Team Level contains advanced mass email marketing, as well as auto-response email functions. Lead and contact management is always included, and customer support teams have access to Case and Incident Management, as well as Solution Management.

The Professional and Enterprise levels include advanced Campaign Management, Quote and Contract Management, as well as the ability to produce a custom dashboard for Business Intelligence analytics and tracking.



30 Reviews of Salesboom Cloud CRM

Overall rating

4.5 / 5 stars

Showing 1 - 20 of 30 reviews

November 2018

MARIA from BOOKS-DONE-RITE, LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

Better than paper

I love it. I use it for my accounting business and for my personal life. I feel that I do not have to try to remember so many thinks.

Pros

Cloud based. You can access to the information anywhere.
I can store tons of contacts and add notes to those contacts.
I do not need to try to remember so much information. I can go back and track my clients information without having to dig in my file cabinets, scroll down my emails, or texts.
Easy to update. It takes no time to enter the information. The subject line helps me to find what I am looking for.

Cons

I wish that the software would be more interactive. Some times, I have to click with the mouse to get what I want when I am used to type and hit enter.
At first I got a lots of duplicates in contacts and accounts; but after I call customer service, the issues were resolved.

July 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2018

personal service second to none. Product so intuitive and customization is easy accommodating.

I am far more organized and effective with managing my clients. It increased my accountability also.

Pros

I could create a CRM useful to me in what felt like minutes. Ability to customize is simple and I could try anything I wanted without `breaking anything. Love it.

Cons

Honestly I can't think of anything negative If I had to pick something, I would say it could seduce me because it can do so much.

July 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2018

Salesboom is an excellent product for any sales team from small sales team to mid size and large

Pros

Salesoom is user friendly Sales software for even a non technical professionals. Easy,Reliable with Excellent customer service

Cons

Easy to use . Salesboom is Excellent sales CRM product for small,medium,large size companies. Super integration with any size database,Great out put, custumer satisfaction Gauranted.

July 2018

Kevin from KG Network Solutions LLC

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2018

Friendly and Good

Crm and a lot

Pros

Really user friendly and easy to use I personally like working with the staff at salesboom they are good at there job

Cons

I think this is a great software to use personally I don't have any cons for this software.

July 2018

Leah from GreenCentre Canada

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

July 2018

The team at Salesboom were easy to deal with and very accommodating to our timelines.

Pros

Salesboom was able to customize the software to exactly what we need. Streamlining the client experience from start to finish according to our business model has made using Salesboom easy. Dealing with a Canadian company makes budgeting easier for our Finance Department and all customizations are all done in-house, not by a third-party provider.

Cons

As a Mac user, I find the visuals to be a bit plain, perhaps more geared toward PC users. The font size is also quite small but I have not yet had an opportunity do see if I can change that in my personal settings.

July 2018

Paige from VALIANT INTEGRATED SERVICES LTD.

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

July 2018

We've been using Salesboom for over a year. Mostly positive experiences.

Easy pipeline management at a fraction of the cost of other CRMs.

Pros

Easy to use, easy to customize. You dont need to be a programmer to make changes. If you can use Sales Force you can use Salesboom and will save your company a lot of money.

Cons

You cant reorder columns in reports so they download to the CSV file in the order you want. Hopefully thats something in the works for future upgrades.

May 2018

Allison from Level Office

Company Size: 11-50 employees

Review Source


Ease-of-use

5 of 5

Functionality

2 of 5

May 2018

Weak CRM, only appropriate for very small companies

Pros

The CRM was extremely easy to use, and viewing leads was simple and fast within the contact manager. I like being able to see some data about a contact from the main screen of the contact manager.

Cons

Salesboom was fine for the very early stages of our business, but we found it didn't offer much in the form of marketing automation, reporting, etc.

April 2018

Parfait from Harold Strategic Group Limited

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

April 2018

I used the Salesboom platform. It is easy to navigate and has straightfoward modules.

Pros

It is intuitive and user-friendly. It is always good to know where to type in some key information and know where to retrieve then when needed

Cons

Not sure if this exist in other version. As considered developping a global business, I felt that in the long run, there is a necessity to have a sort of protection of our date on the platform, especially if someone, let's say in Australia is using it.

February 2018

Sam from Harvesters of Organic Hops

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2018

As a Canadian business it's important that my data is similarly being managed by a Canadian company.

Pros

I like knowing that my CRM will work perfectly for me no matter the size of my business and I can trust that Salesboom will provide all the necessary support as new integrations and customizations become essential for business efficiencies. I won't have to work with third parties for any of this. That's a comforting tight as both a cost and time saver. The personal touch provided by Salesforce with their fast-tracking program encouraged a painless and motivating onboarding process to become confident in the software's power and capabilities. It's been a huge leap forward from the myriad other software programs used before integrating a CRM into our core business activities.

Cons

Its not a good platform by any means, especially when compared to some other well-known platforms. Still new to its implementation but haven't experienced any setbacks.

February 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2018

Some of the best technical support from any vendor ever! They've held my hand from day one.

It's the only CRM with a simplified quoting ability that I could find after about two years searching. Also, the customer support is perfect.

Pros

I searched for a CRM that also integrated a quoting system. This is the first I've found and its simplicity and integration with the quoting and CRM is way beyond my expectations. Also, I did not expect to receive the kind of technical support that SalesBoom provides, nor did I expect the understanding that SalesBoom quickly developed for my business needs.

February 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2018

Great Customer Support

Easy to use CRM with deal management and marketing automations!

Pros

Easy to use, great features. My favorite features of the software are the Sales Force Automations and Marketing Automations. Not many CRMs also have email drip and solid lead management built into one platform

February 2018

Krishna from Dart Frog Events

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2018

best crm i found

Pros

so many different options, so i was not limited on what i could use. i have an events company, and many crms i tried limited my needs because of the space i am in. salesboom had so much going on, that i found exactly what i needed; quote to cash, quickbooks, etc.

Cons

i has a dated feel to it, not the functionality rather the look of it. i know that doesn t mean much, but that was my only drawback. that aside, i love this crm.

November 2017

Daniel from Thermal Applications Group Inc.

Company Size: 2-10 employees

Review Source: GetApp


Ease-of-use

1 of 5

Value for money

1 of 5

Customer support

1 of 5

Functionality

1 of 5

November 2017

A Huge Disappointment

Pros

I have absolutely nothing positive to say about this company and it's CEO Troy Muise. This is a classic case of overpromising and underdelivering.

Cons

Much like a previous reviewer stated, my company was never provided with a completed project after many months of waiting. The last communication I had with Troy Muise from the company stated that he would not refund our money, nor complete the project. We spent over $3,000 with this company with nothing to show for it. Troy also stated that he would sue me for libel if I posted any negative reviews of his company.

November 2017

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

3 of 5

November 2017

Easy Access ALL the way

Pros

Easy to navigate, information is accessible and properly organized. Reports are a big plus, very flexible for customization. Wishing much success with Salesboom now and in the future.

Cons

It did take a bit of time to deliver and roll out, but ever since this happened (6years ago) we are very happy with the system

July 2017

Nick from Wholesale

Company Size: 2-10 employees


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2017

The must-have CRM

Salesboom is the only CRM I have purchased that actually works and finally I am seeing a product that we can actually use! I use Salesboom all day every day and personally think that it is the best value for money and one of the best CRM software on the market. I have used different CRMs in the past and most of them have fallen short in the area of missing data, duplicate data and reliability. Salesboom is very easy to customize, I use it to track sales opportunities, reports, forecasts and for support. I highly recommend Salesboom to anyone, if you need anything just ask Salesboom support team.

Pros

1) Great After-Sales support
2) Very easy to use
3) Eeasy to customize pages
4) Great Value for Money

Cons

I was searching for a simple and easy CRM Software package for my team to use and glad I found Salesboom. The only area they need to concentrate on is the daily import limit.

June 2017

Hoffmann from Equinox Global Forwarding

Company Size: 2-10 employees


Ease-of-use

4 of 5

Functionality

4 of 5

June 2017

Insightful

great product and support is excellent.

Pros

Easy to navigate, information is accessible and properly organized. Reports are a big plus, very flexible for customization.

Cons

Interface looks can be improved, other than that functionality, learning curve, access to information is excellent.

June 2017

Michael from Enriched Data

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2017

First pre-loaded CRM with real estate mortgages, owners and sellers , leads and contacts!

Pre-loaded reliable phone numbers, email and LinkedIn contact details on loans coming due and buyers/sellers of recently completed commercial real estate transactions is a huge win!

Pros

My Leads are hot and vented to have the most accurate contact information! We source billions in mortgage loan business each week.

Cons

Would appreciate some cool looking graphs/charts. The sales funnel is nice and we link the lead to prospect to clients with internal job log systems.

April 2017

Theresa from Metropolitan Building Maintenance Ltd.

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

3 of 5

April 2017

Extremely Service Oriented!

First, would like to thank you so much for educating us on CRM. It was indeed helpful in helping us to figure out which way to go on this. Again we found our go to meeting with you regarding your product extremely helpful and informative.and without pressure. I am very impressed with your company and it is awesome that it is Canadian. I will highly recommend your CRM to others that are looking for one or wanting to switch. Wishing much success with Salesboom now and in the future.

November 2016

Anonymous

Review Source: GetApp


Ease-of-use

1 of 5

Value for money

1 of 5

Customer support

1 of 5

Functionality

1 of 5

November 2016

Run Away

Before paying Salesboom to customize our method of quoting our clients, we sat through numerous consultations and provided them with every piece of information necessary to customize the CRM to provide quotes like we currently do offline. They stated numerous times that this would be no problem. Well it's been 8 months, there has been no progress and they haven't returned our calls or emails from about 2 months now.

Pros

None. They are scamming us.

October 2016

Jim from Northwood IT

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

October 2016

Does What its supposed to

We use this CRM to manage our sales opportunities. Our employees need to collaborate on each sales deal. All our sales deals take time to close and it is important to use a CRM system to help us manage all the tasks required. Great part of this CRM is when the deal is closed the information is then passed to create invoices in real time, and the information is also passed to the fulfilment department to deliver the products and services as sold.