Last Updated
Overview
SalesWizard CRM helps businesses simplify operations with its all-in-one suite for automating sales and customer service. While it can involve a training period for beginners, its comprehensive features from lead capture to electronic contracting make it a powerful choice for businesses looking for a unified and efficient platform.
Overall Rating
Based on 6 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
SalesWizard CRM Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Customer Communication Tracking
What Is SalesWizard CRM?
SalesWizard CRM is designed for small to medium-sized enterprises exploring options to simplify their operations by unifying lead management, customer service, and sales automation in a single dashboard. The platform helps businesses solve communication complications and process inefficiencies with SalesWizard CRM features like a built-in product catalog for online quoting and a projects module for post-sale task management, that provides a flawless workflow from initial contact to project completion, making it a dependable choice for industry professionals.
SalesWizard CRM Pricing
The SalesWizard CRM cost breakdown includes the following options:
- Free Plan: PLN 0.00
- Standard Plan: PLN 69.00/month/user
- Premium Plan: PLN 89.00/month/user
- Master Plan: zł net159,00/month/user
Disclaimer: The pricing is subject to change.
SalesWizard CRM Integrations
Who Is SalesWizard CRM For?
SalesWizard software is ideal for a wide range of industries and sectors, including:
- Marketing agencies
- RES and installation
- Law firms
- Insurance
- Finance
Is SalesWizard CRM Right For You?
SalesWizard CRM is an excellent fit for service-based SMBs that are looking to consolidate their operational tools into a single, unified platform. The standout strength of the software lies in its end-to-end process management, effortlessly guiding users from lead capture and automated quoting to e-signing and project delivery. SalesWizard CRM features offer a future-proof platform for businesses looking to scale their operations efficiently.
Still doubtful about SalesWizard? Connect with our customer support staff at (661) 384-7070 for further guidance.
SalesWizard CRM Features
Online Quoting
SalesWizard lets users create interactive quote pages that clients access online. These quotes are built from a detailed internal catalog that includes pricing and product or service details. Clients have the option to review, request changes, and approve quotes digitally while all records are stored within the system.
Task And Notes Management
Users can create, assign, and filter tasks across the organization. Notes related to each client or project can be added directly within the system for quick reference. Reminders are available to help ensure tasks are completed on schedule, providing better visibility and accountability for team activities.
Sales And Service Funnels
Teams can design custom funnels for processes such as sales, customer service, and complaint handling. Each funnel visually represents stages, tracks progress, and monitors deadlines for responsible team members. Funnels are tailored to match a company's workflows and track related activities.
Projects Module
The Projects module organizes complex work by breaking it into tasks and subtasks with assigned deadlines. Each team member sees their responsibilities clearly. Progress updates are centralized to maintain transparency and support timely delivery.
Automation of Activities
Repetitive tasks such as sending emails and SMS messages after lead capture can be automated. Users customize workflows to define triggers and actions. Automation reduces manual effort and ensures timely communication with customers.
Pros And Cons of SalesWizard CRM
Pros
Effective management of leads, funnels, and contact workflows
Flexible and responsive development team
Automation features save time and improve focus on quality leads
Cons
Customization is needed to fully match specific workflows
Documentation can be more in-depth for quick problem-solving
SalesWizard CRM Reviews
Total 6 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Accounting, 1-10 employees
Less than 6 months
“My opinion? Helpful team and smooth process”
Pros
Working with 4bSystems has honestly been a great decision. What stood out most to me was how responsive and helpful their technical support and customer service are. Fast replies, a real understanding of what I need and the way they adapt things to fit exactly what I'm looking for, it really makes a difference. I needed a CRM that could be shaped around my specific workflow and SalesWizard, thanks to the team, they delivered that. Tomasz and his team know their stuff and made the whole process smooth. I'd genuinely suggest giving their solutions a try.
Cons
I didn't run into anything that bothered me while using SalesWizard or dealing with 4bSystems. I felt like everything worked the way I expected without needing to chase down fixes or figure out weird stuff.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Custom Product, 11-50 employees
Less than a year
“Best CRM for renewable energy”
Pros
SalesWizard covers so much more than just lead handling. Weve been using it for automated communication, assigning team tasks, managing offers, contracts and even installations. One thing that's saved me a ton of time is the lead filtering, it lets us skip over the low quality stuff and stay focused on the valuable ones that actually matter.
Cons
I haven't come across anything that doesn't work the way I need. I've been satisfied with how everything performs and I like the overall quality of the system.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Custom Product, 500+ employees
More than a year
“Worth the money!”
Pros
For us, this software goes way beyond just being a CRM. It's actually the core system we use to manage our entire MLM sales network. Our team can order products right from the platform and thanks to the Stripe integration, we get real time updates on payments and statuses. It's made tracking finances and progress a whole lot easier.
Cons
I cant think of any downsides. I've found it really helpful in day to day work and I think if I was running a branch office somewhere, I'd definitely bring this in. It's been worth it.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
What level of support does the platform offer?
The platform provides support through form submission, email, phone, and FAQs.
Who are the typical users of the platform?
The typical users include professionals working in marketing agencies, law firms, installation companies, insurance, and finance sectors.
What other apps does the platform integrate with?
The official website does not provide specific information about integrations for SalesWizard CRM.
Does the platform offer an API?
Information regarding the availability of the vendor’s API has not been provided.
Does the platform have a mobile app?
Yes, the software offers a dedicated mobile app.
What language does the platform support?
The platform supports multiple languages which include English, Polish, French, and German.
What types of pricing plans does the platform offer?
The SalesWizard CRM pricing plans include Free Plan at PLN 0.00, Standard Plan at PLN 69.00/user/month, Premium Plan at PLN 89.00/user/month, and Master Plan at zł net159,00/user/month. Reach out for a personalized SalesWizard CRM pricing quote.