Achieve Operational Excellence with Saleoid Sales CRM Software

Saleoid is a powerful sales CRM software designed to go beyond basic customer management. It adapts to your business workflows, helping you manage leads, automate sales processes, and improve customer relationships, all from one unified platform.

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Sales Crm Software

Simplify Business Operations with Saleoid Sales CRM Tool

Saleoid's sales CRM tool offers flexible customization, automation, and data visibility to support modern sales teams. With custom fields, pipelines, and workflows, it works as an intelligent sales automation CRM rather than a rigid system.

Streamlined Contact Management
Streamlined Contact Management

Organize and manage all leads and contacts in one centralized sales CRM software system.

Unified Communication Across Channels
Unified Communication Across Channels

Connect with customers through email, calls, WhatsApp, and messages from one dashboard.

Smarter Sales Strategy
Smarter Sales Strategy

Use real-time insights and analytics to improve conversions and sales decision-making.

Integrated Billing and Invoicing
Integrated Billing and Invoicing

Create customized quotes, invoices, and billing schedules directly from your CRM platform.

Custom Sales Dashboard
Custom Sales Dashboard

Track pipelines, revenue, and customer activity in one customizable dashboard.

Deeper Customer Insights
Deeper Customer Insights

Understand customer behavior and engagement with a complete 360-degree CRM view.

Centralized Contact Management for Better Lead Control

Saleoid is among the best CRM for lead management as it offers a centralized database where all contact details, communication logs, and interaction history are stored securely. Different specialized features make it an efficient CRM sales force automation solution for teams handling multiple clients and leads.

Quickly find the right contacts using filters based on location, activity, purchase history, or engagement level. This helps sales teams prioritize high-intent leads and avoid wasting time on unqualified prospects.

Group contacts into targeted segments for personalized outreach and campaign planning. This improves response rates and supports better results through CRM sales and marketing automation.

Protect sensitive customer data by assigning customized access levels to different team members. This feature reduces data misuse, and maintains accountability across departments.

Update multiple contact records at once without editing them individually. This saves hours of manual work and keeps customer information consistent across the CRM.

Import contacts easily from Excel, CSV, Outlook, and other platforms in just a few clicks. This makes data migration simple and helps teams start using the CRM quickly without technical support.

Automatically identify and merge duplicate entries to maintain a clean database. This prevents confusion, improves reporting accuracy, and ensures reliable customer records.

Validate email addresses in real time before sending campaigns or follow-ups. This reduces bounce rates, protects sender reputation, and improves overall communication success.
Centralized Contact Management for Better Lead Control

360-Degree Customer View with Behavioral Insights

Saleoid enhances contact profiles with real-time activity tracking, appointment scheduling, and website interaction monitoring. With different capabilities, Saleoid stands out as a sales automation CRM that helps teams focus on high-intent leads.

Monitor customer activity across emails, messages, website visits, purchases, and follow-ups. This helps teams understand interest levels and respond at the right time with relevant communication.

View complete customer profiles that include contact details, interaction history, preferences, and transactions. This unified view helps sales and marketing teams maintain context and deliver consistent experiences.

Track how visitors engage with your website, including pages viewed, time spent, and actions taken. These insights help sales teams identify buying signals and personalize follow-ups based on user behavior.

Automatically score leads based on engagement, activity patterns, and potential value. This allows teams to focus on high-conversion prospects and improve results through CRM sales and marketing automation.

Manage bookings, schedules, and reminders directly within the CRM platform. Automated confirmations and follow-ups reduce no-shows and improve overall customer experience.
360-Degree Customer View with Behavioral Insights

Transform Your Business Experience with Our Tailored CRM!

Move beyond one-size-fits-all solutions and embrace a system designed specifically for your needs with Saleoid. Equip your team with customized tools that maximize business efficiency and drive success.

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Unified Communication Across Channels

Saleoid’s marketing CRM software brings all communication into one place. From email to phone, SMS to WhatsApp and social platforms, you can access them all from a single dashboard, which ensures consistent and timely interactions. This unified approach improves response times and strengthens customer relationships.

Connect your business email accounts and send or receive messages directly inside the CRM. All conversations are automatically logged, giving your team complete context before every follow-up.

Send important updates, reminders, and confirmations through SMS without leaving the platform. This helps teams reach customers quickly and improve engagement for time-sensitive communication.

Make and receive calls directly from the CRM interface while automatically recording call history. This keeps all interactions organized and helps teams track conversations for better follow-ups.

Communicate with customers through WhatsApp from within the CRM system. This enables faster, more personal conversations for businesses that rely on instant messaging.

Use AI-powered chatbots to handle common queries and initial interactions automatically. This supports CRM sales and marketing automation by providing 24/7 responses and freeing up your team’s time.
Unified Communication Across Channels

Actionable Sales Insights That Drive Revenue

Saleoid delivers meaningful insights by analyzing sales performance, pipeline health, and customer data. These insights help businesses refine strategies and improve close rates. Ours is a reliable sales CRM platform for teams that rely on data and not guesswork.

Track how your marketing campaigns perform across email, messaging, and follow-ups. Analyze response rates, lead quality, and engagement levels in one place. With built-in CRM sales and marketing automation, you can connect marketing efforts directly to sales outcomes and improve return on investment.

Monitor every deal as it moves through your sales pipeline. View deal stages, conversion rates, and expected revenue in real time. This structured visibility makes Saleoid one of the best CRM for sales automation for teams focused on consistent deal progress.

Access complete customer purchase history and interaction records instantly. Identify buying patterns, preferences, and repeat behavior with ease. These insights help teams recommend relevant upgrades and additional services at the right time.

Use customer data to create targeted upsell and cross-sell offers. Personalize recommendations based on past interactions and engagement levels. This approach helps increase deal value and positions Saleoid as a best sales automation CRM for revenue-focused teams.

With easy-to-understand reports and real-time dashboards, Saleoid supports fast decision-making. Its flexible setup and automation tools make it a strong choice for businesses looking for the best sales CRM for startups that scales without complexity.
Actionable Sales Insights That Drive Revenue

Automated Invoice Generation & Billing

Simplify financial operations with automated billing tools built directly into Saleoid's sales CRM software. Businesses can generate customized invoices, apply necessary discounts or taxes, define billing terms, and establish payment schedules.

Create detailed quotes and estimates with clear pricing, quantities, and service details. Share professional proposals with clients before finalizing deals to build trust and avoid pricing disputes. This helps teams close deals faster with transparent and well-documented cost projections.

Set billing terms, payment schedules, and discounts in advance. Invoices are generated automatically based on deal stages or project milestones. With built-in CRM sales and marketing automation, businesses can maintain consistent billing without manual follow-ups.

Generate polished, branded invoices that reflect your business identity. Add logos, company details, tax information, and custom layouts easily. This creates a professional impression and improves client confidence in your billing process.

Send automatic alerts for upcoming payments, overdue invoices, and pending approvals. Keep both internal teams and clients informed at every stage of the billing cycle. This reduces payment delays and supports healthier cash flow management.

By connecting sales activity with invoicing and collections, Saleoid removes friction between closing and billing. Teams spend less time on paperwork and more time on selling. This makes Saleoid one of the best CRM for sales automation for revenue-focused businesses.
Automated Invoice Generation & Billing

Custom Dashboard with Widgets and Metrics

Saleoid provides a customizable dashboard with widgets that display critical metrics at a glance. This makes Saleoid one of the best sales CRM for startups looking for clarity and control without complexity.

Access ready-made widgets that show sales activity, customer engagement, deal progress, and productivity metrics. All data is updated in real time, helping teams make faster and more informed decisions. This visibility supports better planning and stronger execution across departments.

Track daily tasks, set priorities, and assign deadlines with ease. Stay on top of follow-ups, meetings, and deal-related activities in one system. This ensures that no opportunity is missed and workflows remain organized.

Monitor individual and team performance through clear reports and dashboards. Track targets, activity levels, and conversion trends across your sales team. These insights help managers improve coaching, accountability, and collaboration.

Generate reliable sales forecasts using historical data and live pipeline activity. Track expected revenue, monthly targets, and deal probability in real time. This helps teams plan resources and set realistic growth goals with confidence.

View every lead and deal across all pipeline stages in one dashboard. Identify slow-moving opportunities and potential bottlenecks early. This enables proactive action and smoother deal progression.

Analyze how prospects and customers interact across emails, calls, messages, and campaigns. Understand engagement patterns and response behavior clearly. This supports stronger CRM sales and marketing automation and more personalized communication.
Custom Dashboard with Widgets and Metrics

Grow Faster with Smart Sales CRM Software

Built for growing businesses and startups, it works as a reliable CRM for sales teams that focuses on closing deals faster, following up better, and staying productive.

Shorter Sales Cycles
Shorter Sales Cycles

With built-in CRM sales and marketing automation, every lead gets timely and consistent follow-ups.

Better Lead Follow-Ups
Better Lead Follow-Ups

Automated workflows and clear pipelines help your team move deals forward quickly with Saleoid.

Increased Conversions
Increased Conversions

Target the right prospects with the right message at the right time using smart tracking and automation.

Higher Productivity
Higher Productivity

Reduce manual work and focus more on selling with automated task management and deal updates.

Ideal for Startups and Growing Teams
Ideal for Startups and Growing Teams

Saleoid is designed for teams looking for the best sales CRM for startups, offering flexibility, scalability, and ease of use in one platform.

Unlock 30+ Apps in Saleoid's Business Suite

Manage your entire sales and marketing ecosystem with over 30 integrated applications. All tools work together seamlessly within one sales CRM platform.

Automated Estimates
Automated Estimates
AI Chat bot
AI Chat bot
Leads Generator
Leads Generator
Workflow Automation
Workflow Automation
Email Marketing
Email Marketing
Online Booking
Online Booking
Social Scheduling
Social Scheduling
Subscription Management
Subscription Management
Saleoid Connect
Saleoid Connect
Document Management
Document Management

FAQ

Your genuine questions and our honest answers.

Sales CRM Software helps you manage leads, track customer interactions, automate sales processes, and improve customer relationships in one place—so your team can close more deals with less manual work.

Saleoid is built to be flexible (custom fields, pipelines, workflows) and run from one unified platform—plus it’s designed to stay affordable with modular pricing and transparent costs.

You can start with the Custom Plan Sales CRM foundation at $5/month on 2-year billing (with yearly and monthly options too). If you prefer bundles, Saleoid also offers pre-built plans (e.g., Starter/Growth/Unlimited).

The Custom Plan’s Sales CRM foundation includes core CRM features like contacts & companies, basic users, multiple accounts, automations, custom fields, activity tracking, 360° view, email sync, lead scoring, dashboards, filters, and more.

Yes. Saleoid supports multiple accounts/companies—your CRM foundation includes 3 accounts, and pre-built plans support more depending on the tier.

With the Custom Plan, you start with the $5/month CRM base, then add specific apps/features for $1/month each (2-year billing). You can also add or remove features as your needs evolve.

Custom Plan = build your own stack (CRM base + only the apps you need).
Pre-built Plans = ready-made bundles (Starter/Growth/Unlimited) designed for plug-and-play value.

Yes. You can switch between Custom and Pre-built plans anytime, and any unused balance is prorated and applied to the new plan—so you don’t start from scratch.

Yes. Saleoid offers a 15-day risk-free trial, so you can explore the platform and decide before committing

You can cancel anytime. During the 15-day free trial, you can cancel without charges. After the trial, refunds aren’t offered, but you’ll keep access until the end of your current billing cycle if you cancel.

Yes. Saleoid includes standard support via email/chat, and you can add a Dedicated Resource / Support Add-On (5 hours of premium support per month). Some plans also include 1:1 onboarding.

Some plans include credits (e.g., Unlimited includes free credits) and credits may also be available as an add-on, depending on your plan. If you’re doing email outreach, Saleoid also includes tools like an Email Verifier to keep lists clean and protect deliverability.
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Give Your Business a Fresh Start with Saleoid!

Curious to know how Saleoid can transform your business and its operations? Request a free demo today and witness the revolution firsthand!

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