SalesNOW Software
SalesNOW by Interchange Solutions Inc. is a cloud-based customer relationship management (CRM) and sales force automation solution that allows sales teams, management and executives to manage aspects of sales cycle including contact, deal, case and lead management, company tracking and sales reporting. It is also available for on-premise deployment.
SalesNOW allows users to take sales notes, log their calls, and capture emails automatically; train new employees by keeping corporate account histories of clients; gain a dashboard view of activities of sales representatives; and view various sales data, including next steps on leads, deals, and cases.SalesNOW also allows users to customize tabs, reports, and data fields and provides visual, graphical representations of sales forecasts, funnels, and activity reports. The solution offers a mobile application for Android, iPhone, iPad, and Blackberry devices.
SalesNOW is available on a monthly subscription basis that includes support via phone, email and through product tutorials and manuals.
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Mobile View -
Emails -
Case Management -
Desktop View
Supported Operating System(s):
Windows 7, Mac OS, Web browser (OS agnostic), Windows 8
63 Reviews of SalesNOW
Les from Universal Vacuum technology LLC
Specialty: Distribution
Employees number: 2-10 employees
November 2018
November 2018
Headline: Early CRM adopter falls in love with SalesNOW
Pros
Started with a DOS based CRM back in 1991 and made the rounds to other platforms over the years. Got tired of our last cloud based provider's constantly messing with the presentation of screen information (translation: a new learning curve twice each year) and began looking around at our options. Thankfully found SalesNOW and fell in love with the product's no-nonsense data presentation. The transition of our data was expertly handled and we were up and running within minutes. I can't say enough good things about the quality of the organization's customer support. They are simply the best of the best.
Cons
I simply cannot think of a thing that I would want to change about this product. As a wiser man than I once said "Never mess with success".
Dave from Vericooler Packaging
Specialty: Manufacturing
Employees number: 51-200 employees
May 2018
May 2018
Sales Automation that actually helps Sales instead of Sales Reporting
If you don't have your own IT staff, and you want to sales automation, you won't go wrong with SalesNOW
Pros
Very Fast Implementation, Tools focused on what a sales guy needs, GREAT customer support!, GREAT value for the money
Cons
Light in the report area, but if you can do excel, the export functions will allow you to fill this gap easily. Also, I would like a little more sophistication in the sales funnel graphics, but hey, I'm spending 1/10 what the extremely lovely people at Salesforce would have scammed from me.
Danielle from CTI TOWERS
Specialty: Real Estate
Employees number: 11-50 employees
February 2018
February 2018
beginning stages
Pros
This product has been user friendly. All of our information is still being imported but the SalesNOW team has been extremely helpful
Gerry from L&L Insulations
Specialty: Manufacturing
Employees number: 51-200 employees
September 2017
September 2017
Very functional user friendly CRM.
Pros
Ease of use, economical with great mobile capabilities particularly mapping and voice dictation features.
Cons
Not as flexible with report customization as we'd hoped, although built in reports are very good.
Desirae from ClientsFirst Consulting
Specialty: Agriculture
Employees number: 2-10 employees
April 2017
April 2017
SalesNOW
Overall bang for buck is good, especially if you have a team of salespeople that are not overly tech savvy.
Pros
What I liked best about this product is ease of use and easy to customize. Reporting is easy and intuitive.
Cons
What I liked least about this product is that it doesn't seem to work well on iOS. You are unable to lookup contacts by email address and instead of opening up pages in a new tab, it opens them up in a new window.
David from Urban Greenhouse
Specialty: Other
September 2016
September 2016
SalesNow is a great CRM!!
Likes Best
Very easy to use. The set-up was simple and the back-end customer service was phenomenal!
Likes Least
There were a few glitches with the software when using Google email.
Recommendations
When looking for CRM, take the time to evaluate the service you receive. There is always a lot of heaving lifting on the front end of using a system. Make sure they are willing to help every step of the way!
Dick from Mtrex Networks
Specialty: Telecommunications
July 2016
July 2016
Easy to Implement, but Detailed in Scope
Likes Best
A large number of useable out of the box features, very minimal customization required. We were operational with 80% of our requirements in 90 minutes. It can also be easily customized if required, the edit tabs are well laid out and all fields can be edited.
Likes Least
Standard reporting is very good, when you do make some field edits, you do need to ensure the reporting properly catches them, we did have one or two glitches, but ntohing serious.
Recommendations
The Case Studies (trouble ticket system) seems quite good, and most CRMs (at this price point) do not have - make sure you look at it, if you need something in this area.
De from Krurapp Communications Inc
Specialty: Other
July 2016
July 2016
SalesNow a HUGE Boost to our sales system
Likes Best
We had reviewed several CRM options before going with SalesNow. A lot of them were very complicated and we have several sales guys that aren't very tech savy. SalesNow was pretty intuitive to use and the staff at SalesNow were great to work with. They provided ample training sessions for our staff and uploaded/integrated all of our company info to get us up and running. Now we are about 6 months in and still getting tremendous service fom the techs if we have a question or find a customization that we want to make. Can't say enough good things to express how happy we have been with both their product and their service.
Likes Least
The only thing we found that we didn't like, is that SalesNow doesn't integrated with our email blast program iContact. But they do offer an integration with another email blast service which is free so this is pretty minor for us
Recommendations
I would recommend this to anyone looking for a CRM for their company. Reasonably priced, easy to learn , easy to use and awesome support - these days when you reach out to the help desk of many companies you end up more frustrated than you were when you started. That has never been the case with the SalesNow team. They are available by phone or email and have fulfilled many of our requests within minutes - hours and never longer than overnight depending on the issue or customization we have requested.
Helen from NetPower
Specialty: Manufacturing
November 2015
November 2015
Covers all we require. Flexible and customized.
Likes Best
Flexible and customized. The software has the users priority/security control and is easy to customize. The support is very helpful.
Likes Least
It is cover everything we need: opportunity tacking, order tacking and marketing. And, it is not expensive.
Recommendations
Evaluate the software functionalities, support and the price.
Jill from R4 Specialties, Inc.
Specialty: Other services
November 2015
November 2015
R4 Specialties/CFO
Likes Best
That it was helpful to see what we had in quotes and what we won as a job.
Likes Least
It did not work too well on Iphones. My outside sales people could never use it on their Iphones. Every time they tried putting information in on their phones after meeting with someone, it would delete it. It would never save and never sync when they would come into the office.
Recommendations
The Salesnow team is very helpful and the software is great through a computer but not good on a phone.
Melody from Grocery Equipment Sales LLC
Specialty: Retail
October 2015
October 2015
SalesNOW review
Likes Best
Easy to use. I am not using all of the features yet, but will as the business grows.
Likes Least
I can't look up a contact by email address. I don't like new windows opening all the time.
Recommendations
Make sure that you are using as many as the features as possible so that you have a full understanding of the product.
James from Keystone Mutual Insurance Co.
Specialty: Insurance
July 2015
July 2015
Good; Needs to be Faster
Likes Best
Vendor support. Ease of navigation. Ability to tailor it.
Likes Least
Very slow speed with several functions. In our case, this is particularly the situation with the Deals area.
Recommendations
None, other than what I have included in this review.
Brent from H3O
Specialty: Construction
July 2015
July 2015
Simplifies daily activities.
Likes Best
SalesNOW is very user friendly. The ease of building a Client Data Base and then utilizing for scheduling calls or meetings and then carries over to Outlook. This software is also very easy to customize to fit the flavor of how you want this to work for your organization. I really enjoy being able to generate Sales Reports of various types for meetings and sharing with the rest of the sales team. Also helps me to stay involved in other sales reps activities.
Likes Least
Nothing really comes to mind right now. Anytime I have had a concern, customer service has always helped resolve any concerns or questions.
Recommendations
Give this a try. It has simplified our process in how we schedule, plan and prepare for our daily business.
Denise from Aegis Films
Specialty: Manufacturing
July 2015
July 2015
Sales Now is a great CRM
Likes Best
When we were setting up our branch, the staff was very helpful and took extra steps to show us little tricks.
Reports are easily ran and notes can be followed up on easily.
Likes Least
There is not something I do not like about the product. My inability to use it like I want to comes from me not taking the time to dive in and spend time playing.
It purely a user issue -
Recommendations
Compare the ones that interest you and do not hesitate to call the Sales Now staff with any questions. You will find they are very helpful.
Kim from 33 Carpenters Construction
Specialty: Construction
July 2015
July 2015
Customer service & Support
Likes Best
This is a great company to work with, their support and customer service exceeds majority of tech companies out there. It's nice to work with people who actually know who you are when you call them.
Likes Least
I have no negative feedback about the company or the product.
Recommendations
The customer support is probably the most important factor when working with app/computer based issues- always talk to support people when looking into new programs. It will definitely help you to decide on what is easier to use. The "live chat" feature or email support doesn't necessarily get you resolution to an issue as soon as you need. So if the company has great support staff to call and speak to- it can make working with the program's so much easier.
Dan from Blue Photon
Employees number: 11-50 employees
December 2018
December 2018
Great Solution
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros
The support is outstanding at SalesNOW. The application is also very easy to you and not cumbersome like many of the apps out there.
Cons
None. The software app works well and is easy to use.
Response: Interchange Solutions, Interchange Solutions Inc.
Date: December 2018
December 2018
Wow! Thanks Dan for your incredible review! We are glad that SalesNOW has been a benefit to your business!
Jason Durst, Chief of SalesNOW Client Happiness :)
Ward from D&W International
Employees number: 51-200 employees
November 2018
November 2018
SalesNow and Support Set the Bar for other CRM systems
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Our sales efficiency has improved since changing over to SalesNow. It's a tremendous system and the availability of the Support staff, and their response time is second to none!
Pros
The software is easy to navigate and use both for our sales team and managers. We love the ability to customize as needed as well!
Cons
The system does everything we need . There are really no Cons from our perspective
Jeffrey from Ontario Home Protection
Employees number: 2-10 employees
November 2018
November 2018
Great CRM and Suport
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
We are using it to manage our appointment and sales process. it works very well and we are very happy.
Pros
I like the ease of use and the app. I am very happy with the customer support.
Cons
it has some limitations, but what it lacks the staff works hard to fix and make it work for us.
Response: Interchange Solutions, Interchange Solutions Inc.
Date: December 2018
December 2018
Thanks Jeff for your review!
We appreciate your assurance and trust in us. Your questions and needs have helped us improve and grow along side you and your team. Thanks for being such a great member of our tribe!
- Jason Durst, Chief of SalesNOW Client Happiness
Mike from Fire Rover
Employees number: 11-50 employees
November 2018
November 2018
SalesNow CRM: The Right Solution for our Operation
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
We needed a one-source platform to streamline and integrate the critical stages of our sales, operational & administrative processes. SalesNow has proven to be that platform for us. Our integration/set up was smooth, fast and worry-free, thanks in large part to our SalesNow Account Manager, who was knowledgeable, professional and very responsive. Equally important he continues to ensure a great customer experience for us, thanks to his can-do attitude, customer service & techncial skills and his understanding of our operation and needs. Thanks to his efforts and the strength of the SalesNow platform, it's been an A+ experience for us, from purchase, set up/implementation and currently, the daily utilization by our sales, operations and administrative team members.
Pros
Ease to Use
Easy to Navigate
Ability to Track from Prospect to Sale & from Sale through Installation/Project Completion
Customized Notifications
Customized Reporting
Cost-Effective - Great Value
Cons
It would be great to add a business card scan capability to the mobile app for a quick/easy load of new prospects.
Response: Interchange Solutions, Interchange Solutions Inc.
Date: December 2018
December 2018
Thanks for the great review! Caleb has been a huge part of our team and I am glad that as your account manager he is supporting you well in your thriving business.
We are currently working on a business card scanner. In the mean time here are few great ones you could look into: Sam Card and FoxCard (both free).
Thanks again for your feedback!
- Jason Durst, Chief of SalesNOW Client Happiness
Jim from Office of Markham Regional Councillor
Employees number: 51-200 employees
November 2018
November 2018
Simplified my business using SalesNOW
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
I have automated my entire business using SalesNOW. SalesNOW has made my business so efficient and have helped me have my best year ever. I have automated all of my email templates and have automated my invoicing and receipt management using SalesNOW .
Pros
SalesNOW is easy to use, fully automates my business and has made my business process very efficient and effective. SalesNOW has helped me manage my customer relationships by collecting all of my customer touch points and their business requirements.
Cons
There is no cons that come to mind, it is a great software.
Response: Interchange Solutions, Interchange Solutions Inc.
Date: December 2018
December 2018
Wow, thanks for your stellar review Jim!
We will continue to work hard in making SalesNOW a software that stays current, quick, and user friendly. Happy to have you as one of our long term SalesNOW tribe members!
- Jason Durst, Chief of SalesNOW Client Happiness
Neil from B Safe, Inc.
Employees number: 51-200 employees
November 2018
November 2018
A better solution
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
SalesNow allows my entire staff to see the sales process from beginning to end. Ops and admin departments have access to all the info they need for scheduling, installing and billing. Sales Team can design a system, present a proposal and agreement, both in person or remotely, with their computer/tablet/phone. Works great even when there is no Wi-fi. Electronic signature will add another positive, time-saving dimension to our sales process. Sales reps always know where they stand, numbers-wise, and can manage their production better.
Our rep and his team are always accessible, respond to emails and calls ASAP, and work closely with our group frequently. They're not afraid to think outside the box. And they really care.
Pros
Easy to use. Great pricing. Best customer service.
Cons
Constant Saving is tiresome but probably necssary.
Response: Interchange Solutions, Interchange Solutions Inc.
Date: December 2018
December 2018
Hey Neil,
Thanks for your great review! :)
We appreciate your feedback on constant saving and you can be reassured that we will look to better accelerate the process. Your great points on why you choose/keep us reminds us why we do what we do. We are in this partnership for the long haul! Thanks again! :)
- Jason Durst, Chief of SalesNOW Client Happiness
Krissy from Hellings Builders
Employees number: 11-50 employees
November 2018
November 2018
Estimating
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Every item we had an issue with was resolved and quickly. Extremely happy with the software
Pros
Leads & letting team know there is one.
Cons
signing in. data entering is not my favorite thing to do
Response: Interchange Solutions, Interchange Solutions Inc.
Date: December 2018
December 2018
Thanks for your great review Krissy!
We are glad to hear that your team is making great use of SalesNOW.
To make signing in easier, you can use the "remember me" option in the login page. :) I agree, data entry is never a fun process. If you ever have a large amount of data to enter, feel free to reach out to us and we can show you a simple way to upload your data.
Thanks again for using SalesNOW and being apart of our tribe! :)
- Jason Durst, Chief of SalesNOW Client Happiness
Sara from Plastic Industries, Inc.
Employees number: 501-1,000 employees
August 2018
August 2018
SalesNOW 5 stars across the board!
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
The SalesNOW team is amazing! 5 stars across the board
Pros
Ease of use
Ease of customization
Outstanding customer/technical support
Cons
I have been using the software for over 2 years and I have not found a challenge to speak of.
Response: Interchange Solutions, Interchange Solutions Inc.
Date: October 2018
October 2018
Great to here Sara,
We are glad to be apart of your successful journey these past 2 years! You and your team are champion rockstars. Yes, you're that good. Let us know if there is anything else we can assist you with to keep your positive experience alive and your company growing! :)
All the best,
Mark
Patrick from Metrowide Appraisal
Employees number: 11-50 employees
August 2018
August 2018
SalesNOW Review
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
We started using SalesNOW 3 years ago which has a great support team!. We did this to replace an older Dos-Based-CRM which only had 1 supplier. I would best describe this experience from a song by Boston, Don't Look Back!
Pros
High level of security. All information is easily retrievable. Great CRM which tracks everything!
Cons
I don't have any complaints as this software does what it's supposed to do!
Response: Interchange Solutions, Interchange Solutions Inc.
Date: November 2018
November 2018
Thank you so much for your excellent review of SalesNOW Patrick. As you know, your data security is our #1 Priority. Great song reference of Boston, "Don't Look Back". Classic. Our support approach reminds me of another song, by Bryan Adams, called "(Everything I Do) I Do It for You". ;)
- Jason Durst, SalesNOW Customer Success Team
Sharon from Elite Product Solutions LLC
Employees number: 1 employee
August 2018
August 2018
Great tech support
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
I realized that help is always at the end if a phone call. Anytime I reach our for guidance or help with Sales Now issues are resokved.
Pros
Very easy to use and customized to my business.
Cons
Don't have a person to send sales orders to and have them update the account.
Response: Interchange Solutions, Interchange Solutions Inc.
Date: November 2018
November 2018
"Hey Sharon,
Thanks so much for your feedback. Would you like to discuss how we can make the sales order process more seamless? We are glad to know that you can trust that we are always here to help and only a phone call away. :)
I hope you have a great day!
Cheers,
Jason"
Chris from Plaza ADA Solutions, Inc.
Employees number: 2-10 employees
August 2018
August 2018
Basic & a bit clunky, but excellent support
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros
Straight forward, intuitive, and comes with exceptional service.
Cons
All but the most basic of customization requires assistance. User interface feels dated and clunky.
Lynn from Pirrello Enterprises
Employees number: 2-10 employees
August 2018
August 2018
Great Software & Support
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Now we actually ARE keeping track of what is going on with Leads and following through to the Deal. I can see an improvement in our sales - for the better!
Pros
The service, support and ease of use of the software.
Cons
The only problem we had was getting people use to using this.
Kristy from 3D Metal Homes
Employees number: 2-10 employees
August 2018
August 2018
Great Program...Better Customer Service!!!
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
I use SalesNOW to keep track of clients and vendors. I was able to use SalesNOW seamlessly with my lead generator so that when each lead came in all the information was already entered into SalesNOW. I loved the ability to attach bids and other documents to each contact. It makes it easy for different departments to look at one contact and see everything that has been done with that client including any paper documents.
Pros
SalesNOW CRM software is easy to use. I had a little experience with some of their competitors and SalesNOW was so much easier to use. It was a breeze to customize this CRM to my business and my needs. If there was ever any questions on my end their support staff was always there to help. Their team assisted us in creating a form that would work seamlessly with our lead generator. I would highly recommend SalesNOW for all of your CRM needs.
Cons
I don't have anything negative to say about SalesNOW
Chris from Prodigioso
Employees number: 2-10 employees
August 2018
August 2018
The best CRM
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros
Customizable and fantastic customer service
Cons
Old style design and layout of screen options
TONY from Star Tractor Ltd.
Employees number: 11-50 employees
August 2018
August 2018
Good value, necessary features, no frills
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Overall a very positive experience. Very good and accessible tech support. Good price point. Has all the features I "need" (would like to be able to scan business cards with OCR directly into database).
Pros
The lower cost as compared to other options.
The minimalist design - I use a fairly high percentage of the available features, whereas other products I looked at, I would have utilized a very small percentage of the available features (and consequently would have paid for a lot of features I would never use).
Cons
It is quite slow at times, especially when sorting / filtering / searching.
Lack of ability to scan business cards.
Clunky navigation at times. For example, when entering a new company and then adding a contact, once saved, it goes back to my main screen of alphabetically listed companies. Then I have to find the company again, open it, and add another contact.
Michelle from Timberwood Panels
Employees number: 51-200 employees
August 2018
August 2018
SalesNow - the CRM that does the job and more
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
I have been dealing with SalesNow for many years now and I have always found the team at SalesNow extremely helpful and while there are many CRMs out there with many features I find SalesNow the most flexible for our needs.
Pros
The flexibility of the product - with the ability to customise where required and the most efficient support around.
Cons
I am "nitpicking" when I say the GUI could do with some modernisation.
Andy from Saf-T-Glove
Employees number: 11-50 employees
August 2018
August 2018
Amazing product!
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Any issues that came up was resolved within hours.
Pros
The user interface is much more intuitive than crm’s my company has used in the past. My outside reps love the mobile app. I have real time information on my teams pipelines. The customer service is exceptional and they helped customize the program for my business. Overall you cannot beat this CRM for the money.
Cons
I honestly can’t say anything negative about this CRM. I wish I found this CRM sooner.
Mark from Peak 8 Solutions
Employees number: 1 employee
August 2018
August 2018
Info
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Very happy
Pros
Easy to use and great customer service, I would highly recommend
Cons
There is nothing that I don't like about it.
Marshall from Mid-Atlantic LECET
Employees number: 11-50 employees
August 2018
August 2018
Great product and service for my business
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
The product and people at SalesNOW has been great to deal with. Any issues that I have are taken care of quickly and they are always super responsive. I am able to keep track of my (6) sales representatives spread out across a (6) state territory very easily all from my computer by checking in on business development deals that they are pursuing. For the price of competitor products, you can't beat what you get from SalesNOW!
Pros
The software is easily customizable depending on what you need as a company. When I first signed up, the people at Sales Now were able to get what I wanted in the program and they were able to input data that I already had from previous CRM program that I was using. The mobile application is something that for me, takes the software to another level, as I am able input information immediately or pull it up from the road when visiting contractors.
Cons
There is honestly nothing that I can say negatively about the software. It was a little bit of a learning curve from some of the older representatives that I manage, but overall the program doens't have any real cons in my opinion.
Timothy from Monarch Steel
Employees number: 201-500 employees
August 2018
August 2018
We need Sales...NOW!!!
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Great company...great people...great product...great potential.
Pros
There are three primary reasons to consider SalesNOW as your CRM...
1) The upfront Qualifying and Profiling of your needs is critical in providing the right solution for your biz
2) The ability to customize fields and create your specific template is awesome
3) The people at SalesNOW actually care about helping you create a viable solution to your needs
Our company really is a customer...and we are very satisfied with the product and the experience.
Cons
I would like to create forms and templates...but we are on a budget.
