CRM FOR PROFESSIONAL SERVICES
Turn More Opportunities
Into Clients.
Manage prospects, follow-ups, meetings and client relationships from one connected CRM.
Built for Service Businesses
Web + Mobile
Easy to Start
Client Pipeline
Follow-Ups
Meetings
AI Assistance
15-Day Free Trial
See how Saleoid keeps every professional services client connected.
New Prospect
Capture the opportunity and client details.
Stay on top of every relationship
Know What Happened.
Know What Comes Next.
See the context you need before every client conversation.
Client
History
Keep important activity and conversations connected.
Next
Steps
See follow-ups, tasks and upcoming meetings.
Open
Opportunities
Know where every prospect stands.
Open One Client.
See the Full Picture.
Alex CarterAcme Corp
Customer
Last ContactApr 14, 2024Discussed renewal options
Open OpportunityWebsite Redesign$52,800 · Proposal Sent
Next Follow-UpApr 18, 2024Send updated proposal
Upcoming MeetingApr 22, 2024 · 11:00 AMProduct demo
SEE IT IN ACTION
See How Saleoid
Manages Client Relationships
See prospects, follow-ups, meetings and deals working together in one CRM.
Made for Client-Based Businesses
Spend Less Time Managing CRM.
More Time Serving Clients.
The essential tools professional service teams need to win and manage business.
Client & Contact
Management
Keep every relationship organized.
Sales Pipeline
Track opportunities from inquiry to client.
Follow-Ups & Meetings
Keep every next step visible.
AI Assistance
Get summaries, priorities and recommended next actions.
Clients & Contacts
Alex CarterAcme Corp
Sarah KimBrightPath Consulting
JD
Jordan DavisSummit Partners
Sales Pipeline
Website InquiryNew
Proposal SentIn Progress
NegotiationPending
Closed WonWon
Upcoming
Follow-Up CallToday, 11:00 AM
Send ProposalTomorrow, 10:00 AM
Client MeetingApr 18, 2024 · 11:00 AM
AI Assistant
Here's what to focus on:
Follow up with Alex Carter
Send proposal to BrightPath
Prepare for client meeting
Ask a question...
Less CRM Admin.More Client Time.
Start Free Trial
Professional Services CRM Questions
What is a CRM for professional services?
A professional services CRM helps firms manage prospects, client relationships, follow-ups and sales opportunities in one place.
Is Saleoid suitable for consulting firms?
Yes. Consulting firms can manage prospects, meetings, follow-ups and client opportunities from one connected CRM.
Can agencies use Saleoid as a sales CRM?
Yes. Agencies can manage leads, opportunities, client communication and follow-ups in one system.
Can Saleoid manage client relationships?
Yes. Keep client details, activity, opportunities and next steps connected.
Can I track my sales pipeline?
Yes. Track opportunities visually from first inquiry through close.
Can Saleoid help with follow-ups?
Yes. Use tasks, reminders and AI-assisted next actions to stay on top of client opportunities.
Can I try Saleoid before paying?
Yes. Start with a 15-day free trial.
