Salesmax provides intelligent CRM capabilities, boosting efficiency with its specialized sales automation software. While reporting customization can be limited, its automated activity logging and lead management features provide complete sales visibility. Overall, Salesmax’s focused benefits make it a powerful choice for optimizing communication-driven sales processes.
Salesmax Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Salesmax?
Salesmax is a customer relationship management (CRM) platform engineered to automate and enhance sales operations, particularly for businesses that use calls and WhatsApp as primary communication channels. It addresses the pain points of manual data entry and inconsistent follow-ups. By automatically logging every call and creating tasks for the next best action, the software ensures no lead is forgotten. This allows small to medium-sized businesses to achieve greater sales visibility and drive team performance without complex technical implementation.
Salesmax Pricing
The software offers a three-day free trial, along with the following pricing plans:
- Quarterly: ₹750/user/month
- Half-yearly: ₹600/user/month
- Yearly: ₹500/user/month
All plans are for more than five user licences.
Disclaimer: The pricing is subject to change.
Salesmax Integrations
The platform integrates with numerous third-party applications, such as:
- Instagram software
- Google Ads
- Justdial
- Zoho CRM software
- Lead Ads
Who Is Salesmax For?
Salesmax software is ideal for a wide range of industries and sectors, including:
- Automotive
- Insurance
- Marketing
- Education and training
Is Salesmax Right For You?
Salesmax is the right fit if a business seeks to automate the most time-consuming aspects of a sales process that is heavily reliant on phone calls and WhatsApp communication. Its standout capability is its deep automation of activity logging and follow-ups. The software also follows security protocols, employing technologies like Transport Layer Security (TLS) for sensitive information transmission.
With clients like Honda and Life Insurance Corporation of India, Salesmax offers a focused CRM software solution to enhance sales team productivity and ensure no opportunity is missed.
Still doubtful if Salesmax software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Salesmax Features
Among the notable Salesmax features, this call logging CRM capability automatically records all incoming and outgoing calls and visits, eliminating manual data entry. It provides managers with maximum visibility into sales activities, saving representatives valuable time so they can focus more on selling than on administrative tasks.
See How It WorksSalesmax enables users to send automated and personalized messages and files through its WhatsApp CRM functionality. This allows for instant lead responses and consistent follow-ups, which helps build stronger customer relationships and significantly improves engagement and conversion rates.
See How It WorksThe system intelligently creates tasks for sales representatives, guiding them on the next optimal action to take for each lead. This ensures a standardized follow-up process across the team, preventing potential deals from falling through the cracks and keeping the sales pipeline active.
See How It WorksSalesmax allows for the bulk upload and rule-based distribution of leads to team members. It automatically captures leads from calls and integrated sources, categorizing them by status (e.g., Fresh, Need Follow-up) to ensure efficient and organized lead handling.
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