Last Updated
Overview
CreamSoda CRM enhances sales productivity through robust integrations, a flexible design, and an intuitive interface suited to businesses of all sizes. While it may present a steeper learning curve at first, its overall functionality makes it a powerful tool for streamlining sales operations.
Overall Rating
Based on 3 users reviews
3.3
Rating Distribution
Positive
67%
Neutral
0%
Negative
33%
Starting Price
Custom
Creamsoda CRM Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is Creamsoda CRM?
CreamSoda CRM is a cloud-based platform designed to accelerate deal closures through automated lead generation and streamlined sales workflows. It empowers managers, owners, and teams with customizable pipelines, centralized contact management, and real-time dashboards for performance tracking. With visual deal monitoring and actionable insights, teams can eliminate bottlenecks, enhance follow-ups, and build stronger client relationships—fueling growth and retention across businesses of all sizes.
Creamsoda CRM Pricing
Creamsoda CRM offers flexible pricing plans to suit various business needs, providing transparency crucial for informed purchase decisions. It also offers a 14 day free trial.
These plans include:
- Free Plan: $0
- Starter Plan: $19/seat/month
- Professional - Sales Edition: $29/seat/month
- Professional - Procurement Edition: $45/seat/month
Disclaimer: The pricing is subject to change.
Creamsoda CRM Integrations
The software supports integration with multiple systems and platforms, such as:
- G Suite
- Office 365
- Mailchimp
- Calendar
Who Is Creamsoda CRM For?
Creamsoda CRM is ideal for a wide range of industries and sectors, including e-commerce and marketing.
Is Creamsoda CRM Right For You?
Looking for a CRM that helps eliminate scattered customer data and boost team productivity? CreamSoda CRM simplifies lead management by automating lead capture, centralizing customer interactions, and providing insightful dashboards that enhance decision-making and streamline the sales process.
The platform prioritizes privacy and security, offering full compliance with the GDPR and PIPEDA. Its scalable infrastructure supports growing teams with secure, multi-device access and robust user control features, making it a flexible solution for evolving business needs
Still doubtful if Creamsoda CRM is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Creamsoda CRM Features
Deal Management
The platform enables users to create custom sales pipelines and visually track deals through various stages. It provides color-coded notifications for deals needing attention, helping sales teams efficiently manage their opportunities and close more sales. This feature also supports purchase deal and order management, offering a holistic view of transactions.
Dashboards And Reports
Creamsoda offers in-depth insights into performance with customizable dashboards and visual reports. Users can analyze profitability, revenue, and costs, filter data by team or date, and track upcoming tasks and active deals to quickly identify and resolve issues. This visual representation supports more informed decision-making.
Team Collaboration
Businesses can team productivity and communication through robust collaboration tools. It allows for unlimited team creation, task assignment with deadlines, and seamless meeting scheduling synced with Outlook or Google Calendar. This fosters a supportive environment and streamlines workflows for sales teams, regardless of location.
Quote Management
With quote management, sales and purchase processes can be streamlined. Users can create unlimited, multi-currency sales quotes and track supplier purchase quotes. The system facilitates side-by-side comparisons to optimize pricing, improve profit margins, and enhance overall market competitiveness.
Contact Management
Creamsoda CRM software centralizes all customer and vendor interactions, allowing unlimited contact creation and comprehensive relationship tracking. It provides insights from conversations, automates email linking, and uses an AI-powered "Likeability Score" to identify high-value relationships for targeted campaigns. This ensures a complete and actionable customer history.
Pros And Cons of Creamsoda CRM
Pros
Enhances team productivity
Provides comprehensive performance insights
Streamlines sales processes
Cons
Steeper learning curve for beginners
Stable internet connection is required
Creamsoda CRM Reviews
Total 3 reviews
3.3
All reviews are from verified customers
Rating Distribution
5
Stars33%
4
Stars33%
3
Stars0%
2
Stars0%
1
Stars33%
Share your experience
Small Business, 11-50 employees
Less than 6 months
“Made everything so much smoother”
Pros
As a nutrition coach, my main focus is keeping my clients happy and growing my business not getting stuck doing daily admin work. CreamSoda has made everything so much smoother! It helps me bring on new clients easily and stay in touch with everyone, thanks to automated workflows that run all on their own. The AI helps us send professional, consistent emails and the mobile app lets me and my team handle things from anywhere. We are already seeing real results like better leads, happier clients and more people sticking with our programs. Now that all the routine tasks are handled, I can focus on the big picture like creating new offerings, reaching more people and planning for the future all while knowing every client is getting the attention they deserve.
Cons
No cons to share as I am a huge fan of it and would definitely recommend it to anyone looking to generate leads and grow their business.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Consumer Services, 11-50 employees
Less than a year
“Not much that sets it apart”
Pros
It is a good match for small businesses especially with its Google Suite integration though you might find similar tools in free versions elsewhere.
Cons
You can find similar features for free in HubSpot as there is not much that sets it apart. There is no free version available here and the workflows are not as simple or user friendly as I'd hoped.
Rating Distribution
Ease of use
1
Value for money
1
Customer Support
1
Functionality
1
Small Business, 11-50 employees
“Lacks Essential Features”
Pros
It works well for our small operation and connects nicely with Google apps, though you can find similar features in free alternatives.
Cons
You can get basically the same features in HubSpot without paying anything. There's really no standout features that make this worth it and they dont offer a free tier either. The workflows aren't as easy as I thought they'd be, more complicated than expected.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
8
Functionality
9
Frequently Asked Questions
Does Creamsoda CRM offer an API?
What level of support does Creamsoda CRM offer?
Creamsoda CRM offers support through email.
Who are the typical users of Creamsoda CRM?
Creamsoda is used by many sectors, including business owners, marketing professionals, and e-commerce companies.
What language does Creamsoda CRM support?
Creamsoda CRM supports five languages, including English, French, Spanish, German, and Dutch.
Does Creamsoda CRM have a mobile app?
No, Creamsoda does not have a mobile app.
What types of pricing plans does Creamsoda CRM offer?
Creamsoda CRM price is flexible to suit various business needs, including Free Plan ($0), Starter Plan ($19/seat/month), Sales Edition ($29/seat/month), and Procurement Edition ($45/seat/month). Get a tailored Creamsoda CRM cost.
What other apps does Creamsoda CRM integrate with?
Creamsoda Integrates with multiple apps, including G Suite, MailChimp, and Office 365.