SalesExec software


SalesExec is a customer relationship management (CRM) and lead management solution that offers tools required to capture leads and assign them to sales teams or call center agents.

SalesExec allows users to integrate multiple lead sources, including service providers, Excel sheets, websites and landing pages into the lead management system. It offers lead validation system that cleans and validates every lead before assigning it to sales teams.

SalesExec' lead prioritization system allows agents to prioritize leads based on the source, its location or other relevant factors. Leads can then be assigned to agents as per their performance, ranking and business role.

With SalesExec, users can integrate company’s marketing sources into one solution. SalesExec offers an API that allows integration with existing legacy software. This includes IVR, phone services, CRM, accounting software, analytics and more.

It is priced on a per user per month subscription basis that includes support via phone and email.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic)

10 Reviews of SalesExec

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  • Stacy from Health and Housing

    Specialty: Non-Profit

    Number of employees: 201-500 employees

    May 2018

    Great Value

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The affordability, support, training and constant improvements are impressive. I have not found anything I needed from this software that it could not do.

    Cons

    History tracking and summary reports are lacking, but I do believe they are working on improvements to these features.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Nikki from Nikki Jobs

    Specialty: Consulting

    Number of employees: 2-10 employees

    April 2018

    Two thumbs up

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Good product, serves it's purpose, easy to use and always improving. I would recommend this product.

    Pros

    Easy to use, pricing is fair and customer support is usually very quick to resolve issues. They are also always working on ways to improve the software for ease of use and better functionality.

    Cons

    At times, the software has operated slow due to internal glitches that were resolved fairly quickly. In the initial stages of use the "search" tab was diffcult to use and frustrating but the software has been revamped and I have not experienced these problems since.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Barbara from ServiceMaster

    Specialty: Other services

    April 2015

    Serve up leads to call center agents per business requirements

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    SalesExec is a affordable yet scalable product with excellent support system.

    Cons

    Analytics could be improved by allowing ad hoc queries

  • Amy from RE/Max Integrity

    Specialty: Real Estate

    October 2014

    Clickpoint Training

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    Easy to read charts that quickly allow me to see the information I am looking for.

    Cons

    We've had challenges with it meshing with all our lead programs.

  • Scott from Driessen Culligan

    Number of employees: 51-200 employees

    August 2014

    Culligan taking a big step!

    Quality
    Support
    N/A

    I have been working with Sales Ex over the past months and have nothing but praise! Their product is simply amazing but most importantly is the customer service is second to none. In this world it seems customer service is a thing of the past but not with Gabe Buck and the Click Point Crew........keep up the great work, your product is making a difference for our Brand!! Scott Schiesser

    Pros

    It's all GREAT!!!

    Cons

    NONE!!

    Review Source: GetApp

    Response: ClickPoint Software, ClickPoint Software

    August 2014

    Thanks Scott! The Culligan team has been great to work with and we believe the dealer network will have great success in the coming years closing more deals with SalesExec. Than you for your support.

  • Adam from VetFinder & Pet Health Helpline

    Specialty: Advertising

    July 2014

    Call Center Manager, SalesExec Admin

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    SalesExec is very straightforward, and everything can be easily set up and customized.

    Cons

    It has operated slowly a few times, and we have had a few issues with the search functionality, but support is always very responsive, and issues are resolved quickly. Downtimes have been minimal compared to other CRMs I've used.

  • Verified Reviewer

    July 2014

    Very Happy with SalesExec

    Quality
    Support
    N/A

    We have been using SalesExec for several months now and are very happy with the software. Having previous experience with other CRMs, I found SalesExec very intuitive and easy to set up and manage. I would highly recommend it for start ups and smaller companies because it is very adaptable and affordable - great value

    Pros

    SalesExec is very intuitive and easy to set up. It was the only CRM that was within our budget and also provided all of the functionality that we needed

    Cons

    Occasionally the software has experienced periods where it operated slowly but those were quickly resolved. We also experienced difficulties with the search functionality but search was recently dramatically improved and those issues are resolved

    Review Source: GetApp
  • Rukhen from Xgenleads

    Specialty: Media

    July 2014

    Xgen Leads Review of SalesExec

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    The vendor provides great customer service and is almost always there when we need help troubleshooting. Customer service reps are polite and knowledgeable.

    Cons

    The availability of the chat representatives could be better.

  • Steve from LeadsGiant.com, LLC

    Specialty: Advertising

    July 2014

    One of the best software products we have seen so far. Great support!

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    The team at ClickPoint is always on top of issues when any arise. The product itself is awesome, as it can do things most other software companies are still thinking of doing. The best part of the product is that it is secure and very easy to use. I had no knowledge of XML, HTTP Post/Get, or Ping Post whatsoever, but they trained us well, and the software is very vast and can handle pretty much everything any lead gen company would ask for.

    Cons

    The only thing I think it should have is to be able to see the actual per lead payout in the vendor portal, even in Revenue Sharing mode. It should deduct the cost based on percentage and show accordingly in both the admin and vendor portal.

  • Dave from Barker Educational Services Team

    June 2013

    Ease-of-use
    Functionality
    Quality
    Support

    The team at ClickPoint software is great. I have been using their software for years, for a variety of functions. When SalesExec first came out, I had my reservations and let Gabe Buck know about the features I was hoping to see added (drag and drop layout function, history tracking, read-email reports). Well, the newest version of SalesExec added everything I asked for and a few additional things (integrated power dialer, extra reports, notifications function similar to Facebook, etc). I am really impressed with the software, and I'm even more impressed that the team actually listened to my feedback and made the exact adjustments that were on my wish list. I have worked with many other systems, but SalesExec is a real threat to the major players, and at the current pricing it's a great value as well.

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