Overview
SalesManager combines CRM, ERP, and project management in one streamlined platform, giving users full visibility across sales, inventory, and operations. While it may not suit teams needing highly specialized modules, it’s a smart choice for businesses that prefer an all-in-one system that just works—no stitching tools together.
Overall Rating
Based on 4 users reviews
4.5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
SalesManager Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is SalesManager?
SalesManager Online is an integrated business management platform that combines customer relationship management (CRM), enterprise resource planning (ERP), and project service automation (PSA) into a single, seamless environment. This unified approach provides a complete 360-degree view of your business, helping to eliminate data silos between sales, inventory, and project teams.
By centralizing core operations, SalesManager enables businesses to manage customers, orders, and projects with greater efficiency and clarity.
SalesManager Pricing
Businesses can choose from the following SalesManager price plans:
- SalesManager Online Professional - £55/user/month
- SalesManager Online Professional + - £70/user/month
- SalesManager Online Deluxe Editie - £85/user/month
Disclaimer: The pricing is subject to change.
SalesManager Integrations
SalesManager integrates with numerous third-party apps and systems, including:
- Twinfield
- MS Office
- Google Calendar
- Magento
- MailChimp Software
- Qlik
Who Is SalesManager For?
The software caters to businesses across various industries and sectors, including:
- Wholesale
- Trading
- Field services
- Professional services
Is SalesManager Right For You?
If your organization struggles with data silos between sales, inventory, and service delivery, SalesManager is the right choice. Its standout strength lies in providing a truly integrated CRM, ERP, and project management solution within a single platform.
The software offers a unified environment to streamline workflows and enhance visibility. It is built for companies that value a pre-integrated, all-in-one system over a collection of disparate applications.
Still doubtful if SalesManager is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
SalesManager Features
This module provides a centralized database for all customer and supplier information, with no limits on searchable fields. It ensures seamless data synchronization with accounting ledgers like Twinfield and allows for defining complex corporate structures and third-party relationships for each account.
SalesManager facilitates a team-based approach to scheduling, allowing authorized users to view multiple calendars and create appointments for colleagues. To ensure all activities are aligned, the agenda and to-do lists can be fully synchronized with both Microsoft Outlook and Google Calendar.
The platform offers event-driven automation to streamline daily business operations. It can trigger workflows from any event, such as an overdue invoice or contract expiration, initiating automated tasks, email notifications, or mail-merged documents to ensure timely and consistent follow-up actions.
SalesManager includes a comprehensive document management system where files of any format can be stored or linked. Documents such as proposals, price lists, or purchase orders can be attached to any object within the system, including accounts, opportunities, or projects.
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