--- title: "SalesExec Software Reviews, Demo & Pricing - 2026" description: "Review of SalesExec Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/crm/salesexec-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Sales Engagement Platform Software](https://www.softwareadvice.com/crm/sales-engagement-comparison/) / SalesExec Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/crm/salesexec-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/salesexec-profile/alternatives/) # SalesExec Review From $55/month Free trial 1 plan Wondering if SalesExec is right for your organization? Our Sales Engagement Platform Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview SalesExec 4.7 [(24)](https://www.softwareadvice.com/crm/salesexec-profile/reviews/) Pricing Starting at $55.00 per user per month ### About SalesExec SalesExec is a lead management and sales response platform built for high-velocity sales operations, call centers, and performance-driven sales teams. The platform combines CRM, automated lead routing, dialing, workflow automation, pipeline management, and outbound engagement tools into a single scalable environment designed to improve speed-to-lead, increase contact rates, and help teams convert more inbound opportunities. Unlike traditional CRMs built primarily around account management, SalesExec is optimized for real-time lead response workflows, automated sales distribution, pull-based lead routing, and high-volume inbound sales operations. SalesExec supports growing sales teams, outbound call centers, and enterprise lead response environments through scalable infrastructure, automation workflows, and transparent growth-friendly pricing. Do you work for SalesExec? [Manage this product listing](https://www.g2.com/products/salesexec/claim_requests/new?auto=true) Wondering if SalesExec is right for your organization? Our Sales Engagement Platform Software selection experts can help you in 15 minutes or less. ## SalesExec User Interface ## Popular SalesExec Alternatives Main Product SalesExec 4.7 [(24)](https://www.softwareadvice.com/crm/salesexec-profile/reviews/) Ratings Breakdown - 4.75Ease of use - 4.69Value for money - 4.78Customer support - 4.50Functionality Pricing Starting at $55.00 per month Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4485)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/) 4.8 [(625)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.78Value for money - 4.80Customer support - 4.69Functionality Pricing Starting at $250.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18808)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6996)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) 4.7 [(744)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/) Ratings Breakdown - 4.75Ease of use - 4.72Value for money - 4.49Customer support - 4.49Functionality Pricing Starting at $7.00 per year Get Price ## SalesExec Pricing and Plans Starting price: $55.00 per month Free Trial Free Version Basic $55.00 per user, per month Plan includes: - Call Routing - Data Migration - Dedicated Success Manager - Lead Management - Marketing Automation - Outobud Dialing - Reporting and Metrics - World Class Support Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## SalesExec Features - Popular features found in Sales Engagement Platform Business Process Automation Calendar Management Campaign Management Communication Management For Sales Teams/Organizations Performance Management Sales Pipeline Management - More features of SalesExec Activity Dashboard Activity Tracking Alerts/Notifications API Auto-Dialer Automated Responses Automatic Call Distribution Blended Call Center Calendar/Reminder System Callback Scheduling Call Center Management Call Disposition Caller ID Call List Management Call Logging Call Monitoring Call Recording Call Reporting Call Routing Call Scripting Call Tracking Call Tracking Metrics Call Transfer Campaign Analytics Campaign Scheduling Channel Management Computer Telephony Integration Contact Database Contact Management Content Delivery Content Management Conversion Tracking CRM Customer Database Customer Segmentation Customizable Fields Customizable Reports Customizable Templates Customization Dashboard Data Import/Export Data Management Document Storage Drag & Drop Drip Campaigns Email Management Email Marketing Email Templates Email Tracking Field Sales Management Inbound Call Center Interaction Tracking Internal Chat Integration IVR Lead Capture Lead Distribution Lead Engagement Lead Generation Lead Management Lead Notifications Lead Nurturing Lead Qualification Lead Segmentation Manual Dialer Marketing Automation Mass Texting Mobile Access Mobile App Monitoring Opportunity Management Outbound Call Center Performance Metrics Personalization Pipeline Management Pipeline Reports Prioritization Progressive Dialer Proposal Generation Prospecting Tools Queue Management Real-Time Data Real-Time Notifications Referral Tracking Relationship Tracking Reporting/Analytics Reporting & Statistics Sales Forecasting Sales Reports Sales Trend Analysis Scheduled Messaging Segmentation Social Media Integration Source Tracking Team Assignments Template Management Territory Management Third-Party Integrations Voice Mail Web Forms Workflow Automation Workflow Management ## SalesExec Integrations Zapier Integration rated undefined from -1 review Microsoft Outlook Integration rated undefined from -1 review PestPac Integration rated undefined from -1 review Gmail Integration rated undefined from -1 review Nextiva Integration rated undefined from -1 review Five9 Integration rated undefined from -1 review ## SalesExec User Reviews ## SalesExec customer ratings - Overall rating: 4.7/5 - Total reviews: 24 ### Rating distribution - 5 stars: 19 reviews (79%) - 4 stars: 5 reviews (21%) - 3 stars: 0 reviews (0%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 4.8/5 - Value for money: 4.7/5 - Customer support: 4.8/5 - Functionality: 4.5/5 --- ### Great System for Great Value - Overall rating: 5/5 - Reviewer: Talya L. - Verified reviewer: Yes - Industry: Professional Training & Coaching - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Support team is fantastic! The intro of chat support in the system has been amazing to quickly answer any questions we have on the fly. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Its a fantastic system to get through leads fast and when you want to instill a very specific process of how your leads should be managed. Very simple to use and easy to learn. The ideology of clearing the screen makes it very easy to communicate that to new hires as well as look to see at the performance of the team at a glance. #### Cons User reporting needs improvement and integrations with other systems would make looking at data easier. #### Reasons for switching to SalesExec Velocify was charging 3 times more in price and was consistently going down in service. It became unreliable and their support team didn't know how to manage all the downtimes and just got frustrated themselves with dealing with angry customers such as ourselves. The price also didn't justify the product, new improvements were not being made. #### Vendor response Talya, thank you so much for your review and great feedback. We look forward to providing more features based on customer feedback. We do have several initiatives underway to add more integrations and a new lead prioritization screen that will allow you to look at your lead data in a whole new way. I will keep you posted or you can check the Help Center tab for new updates. Replied June 2019 --- ### Simplicity at its finest - Overall rating: 5/5 - Reviewer: Casey S. - Verified reviewer: Yes - Industry: Retail - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. The reminders and workflows make working with potential clients seamless. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros SalesExec is very simple to use. Even someone who has never used a CRM has learned how to use it in short time. The display is simple and not cluttered. The support behind the product is incredible. Whenever we submit an inquiry we have a response quickly with a resolution in a very timely manner. #### Cons There are a few items that I wish the end user could customize instead of having to have someone from SalesExec involved. #### Reasons for choosing SalesExec The staff behind the product made you feel important. Not just another account. That and the simplicity of the product. #### Reasons for switching to SalesExec We are a small business and just needed a product that was simple to use. --- ### overall, I like it. - Overall rating: 4/5 - Reviewer: Adel L. - Verified reviewer: Yes - Industry: Computer Software - Company size: Self-Employed - Product usage: Used other for free trial - Reviewed: July 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. the process and way it generates leads is pretty helpful seeing that I'm not savvy when it comes to that side of things, especially when it comes to the price of leads. the options they give helps to narrow things down so you can get the best leads for your budget. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 4/5 #### Pros I love the look of the software, its organized and once you get familiar with how it works and you use it correctly I'm pretty sure you will see improvements #### Cons Considering what I was using before, this was a big improvement on it so its hard for me to complain. Going through the setup is a tiny bit challenging, but I am sure that's just a me thing. --- ### Efficient, User-Friendly CRM with Outstanding Customer Support - Overall rating: 5/5 - Reviewer: Zady V. - Verified reviewer: Yes - Industry: Higher Education - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2026 - Review source details: This review was submitted organically. No incentive was offered Overall, my experience with SalesExec has been very positive. The platform has been highly valuable for admissions operations, lead management, and communication tracking. It provides the tools needed to maintain organized workflows, improve follow-up consistency, and support faster engagement with prospective students. The combination of CRM functionality, communication tools, automation features, color-coded statuses, and a user-friendly interface makes it a very effective solution for enrollment-focused environments. Another major strength has been the quality of ClickPoint’s customer service team and project managers. Their team has consistently been responsive, professional, knowledgeable, and proactive in supporting our operational needs. One thing I especially appreciate is how quickly they work on customizations, adjustments, and implementation requests whenever we introduce new processes or operational changes. Since our workflows continue evolving, having a team that is flexible, collaborative, and fast to respond has made a significant difference. Their support has helped ensure smooth implementations, efficient troubleshooting, and successful ongoing optimization of our processes. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros SalesExec has been a strong and efficient CRM solution for managing admissions and prospective student engagement. One of the biggest advantages is how well it supports speed-to-lead operations, helping advisors quickly connect with students through calls, texts, emails, and workflow automation. The platform provides strong visibility into lead activity, communication history, and follow-up processes, which helps improve organization and accountability across teams. The system is also very user-friendly, making it easier for admissions teams to navigate daily tasks efficiently. One feature I especially appreciate is the color-coded status system, which allows for faster identification of lead stages and helps teams quickly prioritize follow-ups and workflow management. I also appreciate the flexibility of the system, the lead prioritization features, inbound and outbound communication tools, and how customizable the workflows can be to fit operational needs. The platform is especially effective for high-volume lead management environments and helps teams stay engaged with prospects throughout the enrollment lifecycle. #### Cons At this time, I do not have any major concerns with the platform. Overall, the system has worked well for our operational needs and has been a reliable tool for admissions and lead management. Like any platform, there is always room for continued enhancements and feature evolution, but my overall experience has been very positive. --- ### Great experience with SalesExec software and staff - Overall rating: 5/5 - Reviewer: Jim H. - Verified reviewer: Yes - Industry: Consumer Services - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: June 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We have been able to streamline our leads distribution, leads transferring, and reporting while cutting down significantly the time between receiving the customer's lead and contacting them which has improved our lead to show conversion rates. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The expansiveness and customization capabilities. Our company had unique and specific lead management and workflow requirements that were 100% being administered manually before migrating over to SaleExec. SalesExec's team and account representative 'worked with our management team and mostly took our entire manual process and automated it within SalesExec. #### Cons Would like to see more integrations with other software and saas solutions moving forward. #### Reasons for choosing SalesExec We were also using LeadExec by Clickpoint Software, the maker of SalesExec, and had nothing but positive results and service for the five years we used it. It made sense to go with SalesExec assuming the platform would be able to meet our needs, and it did, 100 percent. --- ### Used for call center - Overall rating: 4/5 - Reviewer: Tony B. - Verified reviewer: Yes - Industry: Environmental Services - Company size: 1001-5000 employees - Product usage: Used daily for less than 12 months - Reviewed: June 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It's been great for our call center. Leads are called quickly and it has really just saved us a ton of time and money. Being able to hire less people and make them more productive has been a huge help to our call center #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 3/5 #### Pros It is very easy to use and saves my team a ton of time. Lots of smart features so you don't have to worry about if it's the right time to call or how often you should call. You set the parameters and the system feeds you the leads. #### Cons Lack of reporting functionality. My support team has been really good at trying to get us what we need, but the lack of reporting functionality is holding us back a little #### Reasons for choosing SalesExec Our CMO had previous experience with the company and highly recommended them. They allowed us to beta test their new product offerings as well #### Vendor response Hey Tony, we appreciate the feedback and are working hard on our new release for call metrics and call reporting. We know we are a little behind in our release since our beta for our call solution but we anticipate these reports being released by next week. Thank you for your loyal support and feedback through our beta period of this new feature. We will keep working hard to release updates related to our dialing and texting solution. Replied June 2019 --- ### Excellent Support and Easy-to-Use System - Overall rating: 5/5 - Reviewer: Lisa D. - Verified reviewer: Yes - Industry: Environmental Services - Company size: 10000+ employees - Product usage: Used daily for more than 2 years - Reviewed: May 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review. We’ve had an excellent experience working with this software company. Their customer support team is truly outstanding — responsive, knowledgeable, and always willing to go the extra mile to resolve issues quickly and efficiently. Any time we’ve needed assistance, they’ve provided clear communication and fast solutions. The system itself is very user-friendly and easy to navigate, which made implementation and day-to-day use seamless for our team. The platform is intuitive, reliable, and has helped improve our overall efficiency significantly. It’s refreshing to work with a company that combines strong technology with exceptional customer service. We highly recommend them to any organization looking for a dependable software partner. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The customer support team is exceptional — always responsive, knowledgeable, and quick to resolve any issues. The system is very user-friendly and easy for our team to navigate and learn. Overall, the platform has improved our efficiency and provided a reliable experience from day one. #### Cons The system occasionally has minor features that take time to learn, but the support team is always available to help. Some customization options could be expanded to better fit specific business needs. Overall, the experience has been very positive despite these small limitations. --- ### Sales-Exec CRM - Overall rating: 5/5 - Reviewer: Greg M. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: June 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Sales Exec is an excellent CRM for working leads, especially if you have a team. Pull distribution is the best method I've seen for working leads in a team environment. It solves so many issues. And you can automate the CRM so you simply click a button and the lead is called, and disposition it with a click of a button. It's the best in its class for what it does, especially with the two way text feature they just added. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I like how it's laid out in an easy to understand way for our business, and the way it's designed to work leads with the click of a button. There is no better CRM for working leads efficiently as this one. #### Cons I wish there was a way to view your history, even if it were your last 10 things you worked on. I also don't like the way in Push Distribution, you can't see Lead Source fields. That should be option based on the discretion of the administrator. I'd also like to be able to place a call from any screen. #### Vendor response Greg, thank you for the review. As the founder I always love to get both positive feedback and improvement feedback. One thing I noticed was the comment on seeing lead source on Push which is available with a minor configuration change. I will get this over to your customer success manager, they will reach out to help get this configured. Also, we have a new update coming out soon that will allow for more dialing options from every screen. Replied June 2019 --- ### SalesExec From A Long Time Customer - Overall rating: 5/5 - Reviewer: Stephen S. - Verified reviewer: Yes - Industry: Financial Services - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: June 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It just plain works. No downtime, no bugs, no useless features. On the rare occassion, I needed to call customer service they were awesome. Rock solid software and company. One of the better decisions I have made for my company. #### Cons There really isn't the least favorite aspect of the software or company. It does what they advertise it does. It has the basic no-nonsense functionality and you can also get as sophisticated as you want. #### Vendor response Thank you for the feedback and review Stephen. We enjoy supporting you and all of your sales efforts. It has been a pleasure working with you to help you achieve your goals. Replied June 2019 --- ### Efficient Lead Management Made Easy with ClickPoint - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 2-10 employees - Product usage: Used weekly for less than 6 months - Reviewed: March 2023 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### Pros ClickPoint's lead management software is a game-changer in the sales industry. It streamlines my sales processes and helps me keep track of leads in an organized way. I've been using it for a few months now and it has made my job so much easier! They also have great customer service if I ever need help or have any questions. Highly recommend ClickPoint to anyone looking for an efficient and reliable lead management software. #### Cons At the moment, I am unable to discover any drawbacks. --- Showing 1 - 10 of 24 Reviews [See All Reviews](https://www.softwareadvice.com/crm/salesexec-profile/reviews/) ## Other Top Recommended Sales Engagement Platform Software [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18808) Recently recommended **71** times [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** (506) Recently recommended **68** times [Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) **4.9** (33) Recently recommended **29** times [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) **4.3** (167) Recently recommended **29** times Stuck Between Options? 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