SalesManager
Last Updated
Overview
SalesManager helps businesses coordinate customer relationships with account, opportunity, workflow, and document management. While its modular structure may require careful planning, its CRM connects with broader ERP and service processes. Overall, it fits organizations that need customer management alongside interconnected sales, operational, and service workflows.
SalesManager Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is SalesManager?
SalesManager is a Customer Relationship Management (CRM) platform built to help businesses manage the entire relationship lifecycle, from first contact to completed order. It gives account managers a structured view of customers, suppliers, contacts, opportunities, activities, and associated documentation.
Its dashboard can be configured for individual users or groups, allowing teams to surface information relevant to their responsibilities. Additionally, account managers can monitor leads, opportunities, and quotations, while service and logistics users can view service tickets, orders, shipments, or invoices.
SalesManager also supports event-driven workflows. Businesses can trigger tasks, internal messages, emails, or document generation, enabling teams to connect routine follow-up activities with operational processes. This can be useful for companies that need CRM data to feed into wider sales, service, or administrative workflows.
What Is SalesManager Best For?
The platform is best known for its built-in synchronization with Twinfield accounting software. When customer or supplier details are updated in the CRM, users can make the changes flow into the corresponding creditor and debtor ledgers. This gives sales and finance teams a more consistent account view while reducing the need to reconcile duplicate records manually. Moreover, this functionality can be particularly useful for wholesale and trading businesses, as teams can assess commercial relationships alongside relevant financial records.
How Much Does SalesManager Cost?
SalesManager cost starts at £55.00 for the Professional plan, which includes stock control, account management, and purchase invoices, among many other features. Additional tiers details are as follows:
- Professional+ - £70.00
- Online Deluxe Editie - £85.00
In addition to the base subscription costs, organizations should account for the following potential expenses:
- Warehousing Module: £25–£100/month ($33–$134/month), billed system-wide rather than per user
- E-commerce Connectivity: £25–£100/month ($33–$134/month), billed system-wide rather than per user
- Basecone Invoice Scanning: £25–£100/month ($33–$134/month), billed system-wide rather than per user
Disclaimer: The pricing is subject to change.
SalesManager Integrations
The software supports integration with multiple systems, such as:
- Dynamics 365
- Google Calendar
- Magento
- MailChimp software
- Qlik
How Does SalesManager Work?
Here's how you can get started with the software:
- Log into SalesManager account and configure role-based access for each team member
- Set up dashboards with the KPIs relevant to each department, such as sales, service, or logistics
- Add customer and supplier records, including corporate structures and third-party relationships
- Track opportunities from initial enquiry through quotation to order, attaching relevant documents
- Configure workflow rules that trigger tasks, alerts, or mail-merged documents based on business events
- Manage shared calendars and appointments, syncing with Outlook or Google Calendar
- Generate reports and dashboards to monitor pipeline, orders, and account activity across teams
Who Is SalesManager For?
SalesManager serves the following:
- Trading companies
- Professional services
- Logistics providers
- B2C e-commerce
- Manufacturing
SalesManager Use Cases
Based on our analysis of SalesManager features, we have identified key scenarios where this software is a good fit for sales, service, and finance teams:
1. Businesses Selling To Both Companies And Individual Consumers
SalesManager helps teams operating across B2B and B2C channels track opportunities, orders, and service agreements at the individual level as well as the company level. A single person can act as a consultant for one account and a board member for another, and SalesManager helps keep both roles distinct. This suits organizations that need person-level tracking without losing the broader company relationship.
2. Multi-Entity Trading Companies Managing Complex Corporate Structures
Wholesale and trading businesses that deal with parent companies, subsidiaries, and multiple decisionmakers can use SalesManager's account management feature. This tool enables users to map corporate structures and assign roles across each account. Third parties such as competitors, preferred suppliers, or advisors can also be registered against an account. This helps teams route automatic tasks to the right person based on the role they hold, rather than treating every contact the same way.
3. Finance Teams Needing Real-Time Ledger Accuracy
Organizations already running Twinfield for accounting can use SalesManager's built-in integration to keep debtor and creditor ledgers updated whenever account data changes in the CRM. Sales and finance teams can also avoid duplicate data entry, and accounts receivable and payable figures stay visible directly inside the CRM. This use case suits businesses that want financial and commercial records aligned without manual reconciliation.
4. Service And Logistics Teams Coordinating Around Contract Events
SalesManager's event-driven workflow engine helps service and logistics teams respond to business events such as a contract nearing expiration or goods not delivered on the promised date. The system can generate a to-do, send an email, or trigger a mail-merged letter without a manager tracking the date manually. This supports operations teams working with recurring contracts, SLAs, or delivery commitments across a large account base.
Is SalesManager Right For You?
SalesManager is worth considering for organizations that need CRM as part of a broader business-management environment. It supports customers ranging from start-ups and SMEs to multinational organizations. Its wider platform covers CRM, ERP, project management, service management, business intelligence, and mobile applications.
For data protection, the platform stores customer data on secure servers within the European Economic Area, helping businesses handling EU customer data stay aligned with regional compliance norms.
CRM platforms are evolving from record-keeping systems into workflow-oriented tools that connect customer data with business actions. In 2026, automation, integrated data, and actionable insights are increasingly important. SalesManager supports this shift with event-driven workflows, pipeline management, KPI dashboards, and CRM, ERP, project, and service integrations. Its mobile CRM also supports customer management while teams work remotely.
Not sure if SalesManager fits your needs? Call us at (661) 384-7070 for personalized guidance.
SalesManager Features
Dashboard Management
SalesManager lets individual users or entire groups configure views built around the metrics that matter to their role. Account managers can surface leads, opportunities, and quotes, while service agents display ticket volumes and contract renewals. Logistics staff can instead track orders, shipments, and invoices, giving each department a tailored workspace.
Data Management
The software allows teams to cover opportunities, orders, shipments, invoices, and service level agreements, and track them at the individual level within B2C environments. This structure lets businesses selling to both companies and consumers maintain accurate records for each person, even when that person holds multiple roles across separate organizations. Additionally, SalesManager's search fields carry no fixed limits, making record-keeping easy to locate.
Agenda Management
With SalesManager, businesses can follow a team-based, groupware model rather than treating each calendar in isolation. Authorized users can book appointments for colleagues, view shared schedules, and coordinate availability across departments. Calendars and to-do lists can also be synchronized directly with Microsoft Outlook and Google Calendar; hence, the updates made inside the CRM can appear in tools staff use daily.
Workflow Management
This feature enables businesses to operate on an event-driven basis. This functionality means that a trigger, such as a contract renewal, an unmet delivery date, or an unpaid invoice, can help initiate a defined sequence of actions. Plus, managers can also create a to-do task, send an email to a customer or internal user, with real-time alerts keeping staff informed.
Document Management
The software's 'Document Management' module allows teams to store files in any format, either directly in the SalesManager database or linked from an external system. Mail-merge outputs, e-mail attachments, brochures, and pricelists can all be saved and later attached to accounts, opportunities, or orders. Plus, users can click on a stored document that opens it in its native viewer, whether Word, Excel, Adobe, or AutoCAD, and easily access essential data.
Pros And Cons of SalesManager
Pros
Pipeline tracking gives teams clearer visibility into sales progress
Workflow triggers help users automate follow-ups and reduce missed sales tasks
Custom dashboards provide managers with easy access to relevant KPIs
Document management keeps sales files connected to customer records
Opportunity tracking helps improve visibility from inquiry through order
Cons
Advanced BI requires a separate Qlik Sense-based platform and license
Mobile CRM functionality requires a separate mobile subscription
Broader e-commerce integration sits within the ERP module, not CRM
SalesManager Pricing
Professional | Professional+ | Online Deluxe Editie |
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£55.00 | £70.00 | £85.00 |
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Disclaimer: The pricing details were last updated on Sep 25, 2026 from the vendor's website. Please contact us for a tailored pricing list.
SalesManager Reviews
Total 4 reviews
4.5
All reviews are from verified customers
Rating Distribution
5
Stars50%
4
Stars50%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Facilities Services, N/A employees
More than a year
“User-friendly tool”
Pros
I find it easy to use and it provides a clear, organized sales process that makes everything more efficient.
Cons
The formatting of agreements is not great and I think it would be better if it changed in WORD.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Construction, N/A employees
More than a year
“Decent tool but could be a lot better”
Pros
It is a practical tool that allows us to manage all our contacts, proposals and bids in one central place.
Cons
I find the template feature a bit tricky to manage.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Construction, N/A employees
More than a year
“Meets the expectations”
Pros
At North Boundary I mainly use it for managing projects. I keep track of all client information, estimates, proposals and job progress in one place. From my experience this feature really covers everything I need. What I love most is the worksheet where I can enter key cost details like burden rates. Also this allows me to set appropriate sales margins to ensure the business stays profitable. Understanding costs and creating the right margins is essential for any business and this help us in this matter. Plus there are lots of useful reports we can generate from the project management section helping us estimate sales, manpower requirements and cash flow.
Cons
My only issue is that I wish I had more knowledge of all the features and benefits the system provides. Or I hope in near future they offer more affordable or free online training tailored to users needs.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does SalesManager offer an API?
SalesManager does not provide detailed information about its API capabilities.
Does SalesManager offer a mobile application?
Yes, it offers a mobile app for both Android and iOS devices.
What languages does SalesManager support?
SalesManager software is primarily available in English and Dutch.
What types of pricing plans does SalesManager offer?
The software offers three plans: Professional (£55.00), Professional+ (£70.00), and Online Deluxe Editie (£85.00). You can request a personalized SalesManager price quote now.
What other apps does SalesManager integrate with?
The platform supports integration with Magento, Dynamics 365, Qlik, Google Calendar, and MailChimp.
Who are the typical users of SalesManager?
Various users, including logistics providers, trading companies, manufacturing, professional services, and B2C e-commerce, benefit from SalesManager.
What level of support does SalesManager offer?
The platform offers support through email and phone.