About Salesboom Cloud CRM
Overview
Salesboom is a cloud CRM platform founded in 2003 that unifies sales, marketing, and customer support in one web-based system. Teams configure fields, layouts, workflows, and reports themselves, with an in-house development team available to tailor the platform to their processes.
Three hosted editions — Team, Professional, and Enterprise — serve small businesses through large organizations, and native iOS and Android apps keep teams productive on the go. The platform can also run behind your firewall in a private, secure cloud, and its open API supports HTML5, XML, CSS2, and REST.
Key Benefits
- Point-and-click configuration of fields, layouts, workflows, and reports
- Built-in integrations with QuickBooks, Outlook, Gmail, and hundreds of other business tools
- Zip code proximity search to find prospects within any geographic radius
- Private cloud or behind-the-firewall deployment for extra security
- AI assistant and AI workflow automation on Professional and Enterprise editions
- Fast Track setup covering configuration, data migration, and user training
How It Works
Salesboom starts with an easily configurable backend where you define fields, layouts, workflows, and reports. The Fast Track team then configures the platform to your specifications, migrates your data into the cloud, and builds a rollout plan with short-, medium-, and long-term goals, followed by training for admins and end users. Custom integrations are coded on demand through the Build-to-Suit model.
Use Cases
- Small businesses use Team Edition to manage leads, accounts, and sales pipelines at a low per-user price.
- Growing sales teams use Professional Edition for campaigns, drip marketing, quotes, and forecasts.
- Large enterprises run CRM alongside back-office ERP and human capital management on Enterprise Edition.
- Field sales reps plan efficient routes and territory visits with zip code proximity search.
- Marketing teams evaluate campaign ROI and export geographic segments for targeted campaigns.
- Support teams resolve cases faster with auto assignment, escalation, and a knowledge base.
Why Choose This Product
Salesboom has served customers since 2003 and positions itself as a value alternative to Salesforce, Microsoft Dynamics, and HubSpot, with transparent pricing from $14 per user per month and a 90-day money-back guarantee. It was the first CRM vendor to offer a strict service-level agreement with a 'your data is your data' policy and the first to bring cloud CRM behind the firewall.
Salesboom Cloud CRM Pros & Cons
- Transparent pricing from $14/user/month with a 90-day money-back guarantee
- 100+ pre-built integrations including QuickBooks, Outlook, and Gmail
- First CRM to offer zip code proximity search for geographic prospecting
- On-premise and private cloud deployment backed by a data-ownership SLA
- 24/7 support from CRM experts on every plan
Salesboom Cloud CRM Pricing
View full pricing →- Leads, accounts & contacts
- Task, event & document management
- Email integration with Outlook & Gmail
- Mobile access
- Custom fields, views & reports
- Opportunity & pipeline management
- All Team Edition features
- Campaign management, drip marketing & bulk emails
- AI Assistant & AI workflow automation
- Quote management
- Case management with auto assignment & escalation
- Knowledge base & zip code proximity search
- All Professional Edition features
- Advanced security & authentication
- Custom API integrations
- Advanced analytics & reporting
- Project management, time sheets & human capital management
- Partner Relationship Management & SLA guarantees
| Feature | Team Edition $14/mo | Professional Edition $45/mo | Enterprise Edition $95/mo |
|---|---|---|---|
| Leads, accounts & contacts | |||
| Task, event & document management | |||
| Email integration with Outlook & Gmail | |||
| Mobile access | |||
| Custom fields, views & reports | |||
| Opportunity & pipeline management | |||
| All Team Edition features | |||
| Campaign management, drip marketing & bulk emails | |||
| AI Assistant & AI workflow automation | |||
| Quote management | |||
| Case management with auto assignment & escalation | |||
| Knowledge base & zip code proximity search | |||
| All Professional Edition features | |||
| Advanced security & authentication | |||
| Custom API integrations | |||
| Advanced analytics & reporting | |||
| Project management, time sheets & human capital management | |||
| Partner Relationship Management & SLA guarantees |
Pricing extracted from the product website and may change. Check the source for current details.
Frequently asked questions about Salesboom Cloud CRM
Can I switch between editions?
Yes. You can upgrade or downgrade your plan at any time. Changes take effect at the start of your next billing cycle, and Salesboom prorates any price differences.
Is there a minimum number of users?
The Team Edition requires a minimum of 1 user, while Professional and Enterprise editions have no minimum. You only pay for active users.
What payment methods do you accept?
Salesboom accepts all major credit cards (Visa, MasterCard, and American Express), plus wire transfers and ACH payments for Enterprise customers.
Do you offer discounts for annual billing?
Yes. You save 15% when you pay annually, and the sales team offers volume discounts for accounts with 50 or more users.
Is training included?
All plans include access to a video tutorial library and documentation. Enterprise customers also receive custom onboarding and dedicated training sessions.
What happens to my data if I cancel?
You can export all your data at any time in standard formats such as CSV and Excel. After cancellation, your data is retained for 90 days before permanent deletion.