Saleoid 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Saleoid

4.6

(10)

Pricing

Starting at $5.00 per month

About Saleoid

Saleoid was built to bridge a gap we kept seeing in the market. Most teams are forced to choose between a lightweight CRM that cannot run their full workflow, or an expensive all-in-one suite that is bloated, complex, and priced like an enterprise tool. Growing businesses need something simpler: one connected system that keeps every customer interaction, document, message, invoice, and campaign tied to the same record.

That is where Saleoid fits in. It is designed as a true all-in-one platform that connects the entire revenue journey from generating leads to managing relationships, closing deals, running marketing, and getting paid. Instead of scattered files across computers, email threads, online drives, and WhatsApp chats, Saleoid keeps documents organized under each client so your team always knows what is missing and what comes next. You can request documents over email and automate reminders to reduce back-and-forth and delays.

Pain points Saleoid solves

Tool overload and messy handoffs: Sales, marketing, billing, and documents often live in separate tools. Saleoid unifies them so data is not duplicated and teams do not chase updates.
CRMs that do not scale with real w...

Saleoid Screenshots

Saleoid Pricing and Plans

Starting price: $5.00 per month

Free Trial

Free Version

Customize Your CRM

$5.00

per feature, per month

Plan includes:

CRM
Drag & Drop Forms
Appointments Scheduling
SMS, Email, WhatsApp Follow Ups Automation
Sales PipeLine
Billing Automation - Recurring & One Billing
Email Sync
WhatsApp Automation
Centralized Engagements
Free Sub Accounts

Confused about pricing? We've got you covered.

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Saleoid Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of Saleoid
2-Way Messaging
A/B Testing
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity/News Feed
Activity Tracking
Alerts/Notifications
API
Appointment Management
Appointment Scheduling
Approval Process Control
Attendance Management
Attendee Management
Attendee Segmentation
Audience Targeting
Audit Management
Automated Discovery
Automated Publishing
Automated Quoting
Automated Responses
Automated Scheduling
Autoresponders
Availability Management
Behavior Analytics
Behavior Tracking
Billing & Invoicing
Billing Portal
Billing Rate Management
Booking Management
Budgeting/Forecasting
Calendar/Reminder System
Calendar Sync
Call List Management
Call Logging
Call Transcription
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Scheduling
Campaign Segmentation
Cancellation Management
Canned Responses
CAN-SPAM Compliance
Catalog Management
Chat/Messaging
Click Tracking
Client Management
Collaboration Tools
Commenting/Notes
Communication Management
Conditional Logic
Configurable Workflow
Confirmations/Reminders
Contact Database
Contact Management
Content Management
Contract/License Management
Conversion Rate Optimization
Conversion Tracking
Cost Tracking
Credit Card Processing
CRM
Customer Accounts
Customer Database
Customer Engagement
Customer Profiles
Customer Segmentation
Customer Social Profiles
Customer Support
Customizable Branding
Customizable CTAs
Customizable Fields
Customizable Forms
Customizable Invoices
Customizable Reports
Customizable Templates
Customization
Dashboard
Dashboard Creation
Data Capture and Transfer
Data Import/Export
Data Recovery
Data Security
Data Synchronization
Data Visualization
Discount Management
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Dunning Management
Electronic Payments
Email Alerts
Email Campaign Management
Email Distribution
Email Marketing
Email Monitoring
Email Reminders
Email Templates
Email Tracking
Employee Management
Employee Onboarding
Engagement Tracking
Enrollments/Onboarding
Estimating
Event Calendar
Event Management
Event Scheduling
Event Ticketing
Event Triggered Actions
Field Sales Management
File Management
File Sharing
File Storage
File Transfer
Filtering
Forecasting
Forms Creation & Design
Forms Management
For Small Businesses
Geolocation
Guest List Management
Guest List Search
Hourly Billing
Image Library
Inbox Management
Interaction Tracking
Inventory Management
Inventory Tracking
Invoice Creation
Invoice History
Invoice Management
Invoice Processing
Kanban Board
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Scoring
License Management
List Management
Mailing List Management
Marketing Automation
Marketing Calendar
Mass Texting
Media Library
Meeting Notes
Member Accounts
Membership Management
Message Personalization
Mobile Access
Mobile Alerts
Mobile Coupons
Mobile Optimization
Mobile Payments
Monitoring
Multi-Account Management
Multi-Campaign
Multi-Channel Communication
Multi-Channel Management
Multi-Channel Marketing
Multi-Channel Social Integration
Multi-Currency
Multi-Event
Multi-Language
Multi-Location
Multi-Period Recurring Billing
Multiple Payment Options
Multiple User Accounts
Notes Management
Onboarding
Online Invoicing
Online Payments
Online Registration
Opportunity Management
Order Management
Order Tracking
Pageview Tracking
Patient Communications
Payment Processing
PCI Compliance
Performance Metrics
Pipeline Management
Post Scheduling
Price/Margin Management
Pricing Management
Prioritization
Process/Workflow Automation
Product Catalog
Project Billing
Project Management
Project Tracking

Saleoid Integrations

authorize.net

Shopify Plus

Microsoft Outlook

WooCommerce

PayPal

Gmail

See all 18 integrations

Saleoid User Reviews

Overall Rating

4.6

Ratings Breakdown

70%

20%

10%

Secondary Ratings

Ease of Use

4.7

Value for money

4.8

Customer support

4.8

Functionality

4.9

Have you used Saleoid and would like to share your experience with others?

Jose C.

Verified reviewer

Internet

Self-Employed

Used weekly for free trial

Review source

Reviewed July 2023

The tool that revolutionized our business management

One of the things that has impressed me the most is its ease of use. The interface is intuitive and friendly, making it easy to navigate and quickly adopted by our team.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I liked the most is its functionality and ease of use. From the moment we implemented the software in our company, we noticed a significant change in the way we run our operations. The ability to automate tasks like lead follow up, automated email sending, and sales follow up has been really impressive.

Cons:

While this software offers many useful functions and features, it would have been beneficial to be able to sync more seamlessly with other key tools we use for marketing, communication, and data analysis. Although it offers integrations with some popular platforms, we found that some of our specific tools were not included in its list of integrations.

Elisa Q.

Verified reviewer

Marketing and Advertising

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed March 2024

EQUP soluzione All in One

EQUP è la soluzione All in one, è perfetta per piccole aziende. Hai la gestione di tutto, non solo al livello di marketing, che utilizzo e mi sono trovata sia io che i colleghi benissimo, SMS ed Email Marketing consigliatissima! Ma ha altre soluzioni perfette per un PMI, fatturazione, monitoraggio, Lead un CRM con i fiocchi...super consigliato!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Un CRM completo, non solo per la parte di Marketing. Importazione ed esportazione contatti veloce e semplice. Campagne sms ed Email ben monitorate e con ottimi risultati, analisi di essa completa. Presenta anche molte soluzioni. Assistenza top

Cons:

Nessun inconveniente, bisogna prenderci la mano. Utilizzato solo per SMS ed Email marketing.

Reasons for switching to Saleoid

L'azienda voleva una soluzione più economica ma di qualità.

Marek T.

Verified reviewer

Financial Services

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed May 2023

EQUP Review

My overall experience with EQUP was positive. It helped me stay organized and streamline my task management process. The ability to assign tasks, set deadlines, and track progress was beneficial for both individual and team projects. The platform was reliable and user-friendly, making it a valuable tool for enhancing productivity and collaboration.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

One of the things I liked most about EQUP was its user-friendly interface. It was intuitive and easy to navigate, making it simple to manage my tasks and projects. Additionally, the collaborative features allowed me to work efficiently with my team and stay organized.

Cons:

One aspect I liked least about EQUP was the limited integration options with other software and tools. While it provided a solid set of features for task management, it would have been more beneficial if it had seamless integrations with popular productivity tools that I already use. However, the core functionality of EQUP was still valuable.

Saurabh C.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for less than 2 years

Reviewed January 2023

We were not sure of using EQUP, this being a new software but after seeing the features we just though to sign up to see how it looks like! We got an email from the dedicate account manager and we scheduled a time for demo. The account manager understood our business requirements and set up our account accordingly AND THATS IT! We never looked back and still using EQUP for our marketing, sales, billing and other business needs.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We used a lot of digital marketing software before but there was never the support how to use it correctly. We are always thankful to equp that its support team guided us how to use it's software and it helped us in lead generation as well as our image on social media platforms.

Cons:

Though they have API and webhooks for seamless integrations, direct integration with apps would have been great!

Reasons for choosing Saleoid

More features, better support and best price.

Reasons for switching to Saleoid

Support was minimal and was expensive.

Marc S.

Verified reviewer

Computer & Network Security

2-10 employees

Used weekly for less than 12 months

Reviewed February 2023

EQUP to help manage your business, time, invoices, and reduce headaches.

invoicing in the biggest one, with the ability to use the different options, and customization. as well as keeping everything in one place for your customers (CRM)

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

it's quick, it's free. yes it takes a bit of time to setup, but anything worth the time does and they will hold your hand to help you set it up also (again all for free) and if it DOES save you time/money (which it will) then feel free get on the pro plan that unlocks even more features as your business grows, equp will grow with you. saving you time on the invoicing, CRM, management side of your business.

Cons:

Still relatively new, but always adding new features and the production team will always respond.

Reasons for choosing Saleoid

too expensive, and their plugins are too bulky and too slow. equip does a lot of what hubspot does, but even faster.

Reasons for switching to Saleoid

saves us time.

Hardeep S.

Verified reviewer

Computer Software

11-50 employees

Used daily for less than 12 months

Reviewed January 2023

CRM with Industry Specific Features

As a multiple business owner, I am particularly impressed by EQUPs flexibility to cater to different types of businesses. I own a Services-based business where I offer services such as Training & Education, and my other business is a SaaS-based subscription service. EQUP provides industry-specific solutions for both of my businesses, and I am able to manage both of them from a single account. This makes it very convenient for me to manage and grow both of my businesses efficiently

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

EQUP has a user-friendly interface which makes it easy to navigate. The platform provides a 360° customer view, giving you access to all the details of the customer's interactions with your website, past purchases, communication through calls, emails, and text messages, and the current stage of the sales pipeline. The campaign builder is easy to use and allows you to market your products through emails and text messages. The dedicated account manager helps you get familiar with the system and set up your account. Overall, EQUP is an excellent choice for businesses looking for an easy-to-use, comprehensive CRM solution.

Cons:

EQUP already has a dashboard that provides great insights about your business through Metrics and Widgets, but having the ability to create custom reports would be a great addition.

Reasons for choosing Saleoid

I am impressed by EQUPs flexibility to cater to different types of businesses. Especially The campaign builder is easy to use and allows you to market your products through emails and text messages and Quote and Project easy to create quote and send directly.

Sameer T.

Verified reviewer

Information Technology and Services

2-10 employees

Used daily for less than 12 months

Reviewed January 2023

One stop solution for marketing, sales, billing and communication.

EQUP has been a game changer for our business. It has helped us streamline our processes across all aspects of our operations, including marketing, sales, social media, and billing

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

User friendly and Easy to navigate interface!!!Before discovering EQUP, our business was using multiple solutions for various tasks such as Mailchimp for email marketing, Zoho for quotes and pipeline management, SproutSocial for Social Media, and Ring Central for SMS and calling. EQUP has helped us streamline our processes by consolidating all of these features in one platform. This has not only helped us save time and money, but it has also freed up human resources that were previously dedicated to managing multiple solutions.

Cons:

We run an eCommerce store powered by WooCommerce, integration with this platform would have been even more beneficial for our business

Reasons for switching to Saleoid

Got all the features in one platform.

Manish T.

Verified reviewer

Information Technology and Services

2-10 employees

Used daily for less than 2 years

Reviewed January 2023

I am glad I choose EQUP after trying over 20 similar softwares.

Has everything I need to run my business.This gave me many other ideas/ways to promote my services. Pre-built Automations really helped me and my team to save time and money

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Awesome support: The dedicated account manager that you get is amazing. The dedicated account manager not only help you to walkthrough the system like others but actually go in and create email templates, campaigns and other automations for which I have been paying $100 an hour while using the previous software.

Cons:

An android or IOS app would have been a great to get quick notifications on phone.

Alandra L.

Verified reviewer

Computer & Network Security

11-50 employees

Used weekly for less than 2 years

Review source

Reviewed November 2023

Un logiciel facile à utiliser.

Ratings Breakdown

Ease of use

Functionality

Pros:

Dans notre entreprise, ce logiciel a apporté des résultats positifs. Il nous a permis d’automatiser nos opérations de ventes, de marketing et de facturation. Le plus intéressant est qu’elle a de multiples fonctionnalités entièrement gratuites.

Cons:

C’est un logiciel facile à utiliser qui dispose de multiples fonctionnalités mais il est à noter qu’il y a d’importantes fonctionnalités que nous utilisons le plus dans notre travail qu’il ne contient pas.

Anil R.

Verified reviewer

Design

11-50 employees

Used daily for free trial

Reviewed January 2023

One stop for all software needs