Last Updated
Overview
Salesbook combines sales enablement and CRM to help teams manage customer relationships and sales tasks in one platform. It takes time to configure for specific workflows, but once set up, it improves efficiency, centralizes data, and supports mobile teams with tools designed for in-person selling.
Overall Rating
Based on 1 users reviews
4
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Salesbook Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Customer Communication Tracking
What Is Salesbook?
Salesbook is a cloud-based platform that merges CRM and sales enablement, designed specifically for mobile and field sales teams across sectors like energy and insurance. It helps businesses streamline customer relationship management, improve team coordination, and reduce inefficiencies in sales workflows. By centralizing client data and sales processes, it tackles common issues such as fragmented communication and manual reporting. Salesbook supports smarter decision-making and more consistent customer engagement, both online and offline.
Salesbook Pricing
Salesbook price will vary according to your organization type and specifications. The software offers four packages:
- Start: $10/user/month
- Base: $20/user/month
- PRO: $30/user/month
- Enterprise: Custom quote provided.
Disclaimer: The pricing is subject to change.
Salesbook Integrations
Who Is Salesbook For?
Salesbook serves organizations both large and small and is compatible with diverse industries and applications, such as:
- Renewables
- Automotive
- Insurance
- Startups
Is Salesbook Right For You?
Salesbook is a strong option for businesses looking to boost sales team productivity, ensure consistent customer communication, and speed up deal closures. The software helps reduce manual tasks, improves data accuracy, and supports better decision-making through insights. Its mobility and cloud access make it ideal for teams on the go, especially in fast-paced, client-facing industries.
Still not sure if Salesbook is right for you? Our support staff is available at (661) 384-7070 to help you make the right choice.
Salesbook Features
Centralized Customer Data
Salesbook creates a centralized repository to store every customer and lead. That means your sales team always has full contact context, history, and changes—reducing lost information, speeding follow-up, and keeping everyone aligned on customer relationships with up-to-date details.
Advanced Funnels
The software enables you to design custom customer journey funnels to visualize each contact’s stage and define rules that trigger next steps. The tool helps teams stay proactive, flagging stalled deals or milestones while maintaining consistent and data-driven progression through every stage of the sales pipeline.
Create Offers And Sign Contracts
Salesbook’s Offer & Sign module lets sales reps build visually appealing proposals, attach them to CRM leads, and enable e-signature remotely. This seamless process eliminates manual document handling, shortens approval time, and ensures contracts are digitally managed and tracked from offer creation to signing.
Meeting Data
When using the Present & Monitor module, Salesbook captures real data from client meetings via its mobile app. That data feeds into your CRM, uncovering which meeting behaviors or topics influence closing rates—helping refine coaching, presentations, and sales strategies.
Workflows
Salesbook workflows automate routine tasks—such as sending email follow-ups, updating CRM statuses, and prioritizing activities. This cuts administrative overhead, frees reps to focus on selling, and ensures consistent execution of post-meeting actions across the team.
Pros And Cons of Salesbook
Pros
Highly intuitive CRM, quick to adopt
Easy implementation, low onboarding time
Centralizes client data in one interface
Cons
Report exports take longer than desired, according to software users
Occasional sluggishness when handling large data
Salesbook Reviews
Total 1 reviews
4
All reviews are from verified customers
Rating Distribution
5
Stars0%
4
Stars100%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Not Specified, 101-500 employees
“Efficient CRM”
Pros
The biggest advantage I see is how quickly the filters work and how fast I can pull reports. It saves me a lot of time and helps me get the insights I need without any delays.
Cons
I've been having trouble with the connection for compiled projects, it just doesn't seem to work properly on my end.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
8
Functionality
9
Frequently Asked Questions
Does Salesbook offer an API?
Yes, Salesbook offers an API.
Does Salesbook have a mobile app?
Yes, Salesbook has a mobile app.
What language does Salesbook support?
Salesbook supports English.
What types of pricing plans does Salesbook offer?
Salesbook price starts at $10/user/month for the Start plan, Base at $20/user/month, and PRO at $30user/month. Users can also request a custom Salesbook cost quote for the Enterprise plan.
What other apps does Salesbook integrate with?
Schedule a free Salesbook demo to learn about its integrations.
Who are the typical users of Salesbook software?
Salesbook is used by the insurance, automotive, renewables, and several other industries.
What level of support does Salesbook offer?
Salesbook offers phone support, email, and contact forms.