---
title: "Saleoid Software Reviews, Demo & Pricing - 2026"
description: "Review of Saleoid Software: system overview, features, price and cost information. Get free demos and compare to similar programs."
source_url: "https://www.softwareadvice.com/form-builder/equp-profile/"
page_type: "product"
language: "en"
---

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Saleoid

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Overview

# Saleoid Review

From $5/month Free trial 1 plan

Wondering if Saleoid is right for your organization?

Our CRM 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

Saleoid

4.6

[(10)](https://www.softwareadvice.com/form-builder/equp-profile/#reviews)

Pricing

Starting at $5.00 per feature 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...

orkflows: Many CRMs stop at contact and pipeline tracking. Saleoid supports automation, add-on apps, and a broader operating layer that grows with your process. \* Pricing that punishes growth: Per-seat pricing and hidden add-ons can make suites expensive fast. Saleoid starts at just $5/month on a 2-year plan and stays modular so you add apps only when needed. \* Low email deliverability: Saleoid supports one-time contact validation (via credits) when adding contacts for marketing emails, helping keep lists cleaner and deliverability stronger. \* Multi-company management headaches: Agencies and multi-brand teams often need multiple accounts. Saleoid supports managing multiple companies under one subscription. How teams use Saleoid today Customers often start by centralizing contacts, deals, and documents, then layer in workflows like lead capture forms, follow-up automation, marketing campaigns, and billing without migrating to a completely different system later. Since Saleoid supports both Custom Plans and Bundled Plans, teams can begin lean and switch plans as their needs evolve. Every plan includes a 15-day risk-free trial, and 1:1 onboarding and support is available with applicable plans or as a one-time add-on. If you want the Best CRM Software experience without the usual complexity and cost, Saleoid is built to be that connected system.

Wondering if Saleoid is right for your organization?

Our CRM Software selection experts can help you in 15 minutes or less.

## Saleoid User Interface

## Popular Saleoid Alternatives

Main Product

Saleoid

4.6

[(10)](https://www.softwareadvice.com/form-builder/equp-profile/#reviews)

Ratings Breakdown

-   4.70Ease of use
-   4.78Value for money
-   4.78Customer support
-   4.90Functionality

Pricing

Starting at $5.00 per month

Get Price

Alternative Product

[Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/)

4.2

[(1006)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/)

Ratings Breakdown

-   3.99Ease of use
-   4.16Value for money
-   3.97Customer support
-   4.28Functionality

Pricing

Starting at $69.00 per month

Get Price

Alternative Product

[EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/)

4.6

[(912)](https://www.softwareadvice.com/crm/engagebay-profile/reviews/)

Ratings Breakdown

-   4.54Ease of use
-   4.70Value for money
-   4.80Customer support
-   4.59Functionality

Pricing

Starting at $14.99 per month

Get Price

Alternative Product

[Marketing 360](https://www.softwareadvice.com/marketing/marketing-360-profile/)

4.5

[(1159)](https://www.softwareadvice.com/marketing/marketing-360-profile/reviews/)

Ratings Breakdown

-   4.46Ease of use
-   4.30Value for money
-   4.56Customer support
-   4.43Functionality

Pricing

Available upon request

Get Price

Alternative Product

[monday AI Work Platform](https://www.softwareadvice.com/marketing/monday-com-profile/)

4.6

[(6123)](https://www.softwareadvice.com/marketing/monday-com-profile/reviews/)

Ratings Breakdown

-   4.49Ease of use
-   4.28Value for money
-   4.43Customer support
-   4.45Functionality

Pricing

Starting at $9.00 per month

Get Price

Alternative Product

[vcita](https://www.softwareadvice.com/crm/vcita-profile/)

4.4

[(295)](https://www.softwareadvice.com/crm/vcita-profile/reviews/)

Ratings Breakdown

-   4.40Ease of use
-   4.22Value for money
-   4.17Customer support
-   4.17Functionality

Pricing

Starting at $35.00 per month

Get Price

## 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.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## 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
    
    Client Portal
    
    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
    
    MMS
    
    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
    
    Product Catalog
    
    Project Billing
    
    Project Management
    

## Saleoid Integrations

authorize.net

Integration rated undefined from -1 review

Shopify Plus

Integration rated undefined from -1 review

Microsoft Outlook

Integration rated undefined from -1 review

WooCommerce

Integration rated undefined from -1 review

PayPal

Integration rated undefined from -1 review

Gmail

Integration rated undefined from -1 review

See all 19 integrations

## Saleoid User Reviews

## Saleoid customer ratings

- Overall rating: 4.6/5
- Total reviews: 10

### Rating distribution

- 5 stars: 7 reviews (70%)
- 4 stars: 2 reviews (20%)
- 3 stars: 1 reviews (10%)
- 2 stars: 0 reviews (0%)
- 1 star: 0 reviews (0%)

### Secondary ratings

- Ease of use: 4.7/5
- Value for money: 4.8/5
- Customer support: 4.8/5
- Functionality: 4.9/5

---

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

### The tool that revolutionized our business management

- Overall rating: 5/5
- Reviewer: Jose C.
- Verified reviewer: Yes
- Industry: Internet
- Company size: Self-Employed
- Product usage: Used weekly for free trial
- Reviewed: July 2023
- Review source details: This review was submitted organically. No incentive was offered

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: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

---

### EQUP soluzione All in One

- Overall rating: 4/5
- Reviewer: Elisa Q.
- Verified reviewer: Yes
- Industry: Marketing and Advertising
- Company size: 2-10 employees
- Product usage: Used weekly for less than 12 months
- Reviewed: March 2024
- Review source details: This review was submitted organically. No incentive was offered

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: 4/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

---

### EQUP Review

- Overall rating: 3/5
- Reviewer: Marek T.
- Verified reviewer: Yes
- Industry: Financial Services
- Company size: 2-10 employees
- Product usage: Used weekly for less than 6 months
- Reviewed: May 2023
- Review source details: This review was submitted organically. No incentive was offered

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: 4/5
- Value for money: 4/5
- Customer support: 3/5
- Functionality: 5/5

#### 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.

---

### Sign up with them and Thank me later!

- Overall rating: 5/5
- Reviewer: Saurabh C.
- Verified reviewer: Yes
- Industry: Information Technology and Services
- Company size: 11-50 employees
- Product usage: Used daily for less than 2 years
- Reviewed: January 2023
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

---

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

- Overall rating: 5/5
- Reviewer: Marc S.
- Verified reviewer: Yes
- Industry: Computer & Network Security
- Company size: 2-10 employees
- Product usage: Used weekly for less than 12 months
- Reviewed: February 2023
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

---

### CRM with Industry Specific Features

- Overall rating: 5/5
- Reviewer: Hardeep S.
- Verified reviewer: Yes
- Industry: Computer Software
- Company size: 11-50 employees
- Product usage: Used daily for less than 12 months
- Reviewed: January 2023
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

---

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

- Overall rating: 5/5
- Reviewer: Sameer T.
- Verified reviewer: Yes
- Industry: Information Technology and Services
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: January 2023
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

---

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

- Overall rating: 5/5
- Reviewer: Manish T.
- Verified reviewer: Yes
- Industry: Information Technology and Services
- Company size: 2-10 employees
- Product usage: Used daily for less than 2 years
- Reviewed: January 2023
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

---

### Un logiciel facile à utiliser.

- Overall rating: 4/5
- Reviewer: Alandra L.
- Verified reviewer: Yes
- Industry: Computer & Network Security
- Company size: 11-50 employees
- Product usage: Used weekly for less than 2 years
- Reviewed: November 2023
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 4/5
- Functionality: 4/5

#### 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.

---

### One stop for all software needs

- Overall rating: 5/5
- Reviewer: Anil R.
- Verified reviewer: Yes
- Industry: Design
- Company size: 11-50 employees
- Product usage: Used daily for free trial
- Reviewed: January 2023
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Getting the business solutions and handling the CRM needs is very user friendly on this platform

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Ease of usePayment processingUser friendly

#### Cons

I am new user so far nothing to unlike in this software. Will see in future if any thing need upgrade.

---

Showing 1 - 10 of 10 Reviews

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