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About Salesbox

Salesbox, the #1 predictive CRM for mobile & successful teams. Salesbox makes it easy to collaborate with colleagues and provides a unique way of applying agile sales processes that gives accurate forecasts.

Salesbox has won awards for being the most innovative and best Sales CRM 2016 internationally. Salesbox has also won awards for Great user experience.

Salesbox makes sure you focus on the right activities, guides you to your sales target and gives you more accurate sales forecasts than any other CRM.

WHAT MAKES US DIFFERENT
We believe that sales is all about people, numbers and focus.
Salesbox provide the world with solutions that makes people successful in sales by encouraging to go beyond the expected boundaries.

PIPELINE VIEW: With Salesbox pipeline view you quickly get a clear overview of your pipeline and can move forward.

SMART GUIDANCE: Based on your behaviour and performance Salesbox predict what it takes to reach your sales target.

MOBILE FIRST: Manage everything regarding your customers and deals from anywhere.

ACCURATE FORECASTS: Collaborate in realtime, work in multiple and dynamic sales processes to get accurate forecasts.

ADD-ONS & INTEGRATIONS: Salesbox is seamlessly integrated with a large number of business platforms like Google and Microsoft to make your day easier. Get your information automatically updated between Salesbox and other systems to manage Contacts, Calendars, Emails, Documents, Tasks, Leads, Invoices, Deals, Forecast data etc. All available on both mobile devices and web.

About bpm'online CRM

BPMonline CRM is a cloud-based application that merges CRM (Client Relationship Management) and BPM (Business Process Management) tools. The heart of the application is the business process designer that allows for process modeling and execution. The logic and rules are defined by processes which can be changed when needed. Implementing a new process is as simple as modifying an old one - you simply draw a diagram and save it. The application is easily customizable with the click of a mouse. Users love bpm’online’s engaging interface with a social look and feel, free from redundant information to keep them focused on what’s relevant. Today, the company serves thousands of customers worldwide.
Bpm’online has been widely recognized by key industry analysts (such as Gartner, Forrester, Nucleus, etc.), receiving multiple awards.

Bpm’online CRM bundle offers an interconnected solution that allows you to automate marketing, sales and service:

  • Bpm’online marketing: multichannel marketing software to deliver demand generation excellence.

  • Bpm’online sales: sales force automation to manage the complete sales cycle — from lead to repeat sales.

  • Bpm’online service: innovative customer service tools to deliver exceptional customer experience.

Join our interactive live presentation of the newest version of bpm’online 7.11. September, 28

Register on our website for the event and explore bpm'online 7.11 that features amazing new AI capabilities, a revamped campaign designer and over 200 other enhancements to its CRM and BPM solutions. Save your seat today!

About 17hats

  • Have all your documents under one roof: invoices, quotes, contracts, and questionnaires.
  • Created for small business owners, 17hats automates & streamlines repetitive tasks by offering templates for most major functions every entrepreneur needs to complete.
  • Automate your process through workflows: from leads all the way through client fulfillment.
  • Removes all the clutter for customer management, reminders, accounting, payment processing,
  • Easily manage projects, bookkeeping, and client relationships using our client portal, so you can stay on track and save time.

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Features

  • Accounts Payable
  • Accounts Receivable
  • API
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Password & Access Management
  • Payroll
  • Project Management
  • Scheduling
  • Supplier Management
  • Tax Management
  • Third-Party Plugins/Add-Ons
  • Travel Management

Summary

    No key features associated with this application.

Summary

    No key features associated with this application.

Summary

  • Dashboards

  • Lead Generation

  • Client Profile Management

  • Project Workflows & Automation

  • Templates

  • Calendar Syncing

  • Invoice Management

  • Quote & Contract E-Sign

  • Client Portal

  • Billing

Pricing

  • Starting from: $30.00/month
  • Credit card required: No
    • From 30$ per user and month with no fixation
    • Get 15% discount by paying yearly
    • Free training, Free support & Free assistance during the initial data import are included in the monthly fee.

SUPER

$35.00
1 user(s) / month
Included in plan:
  • CONTACTS/CALENDARS/TASKS SYNC: 2-way sync of Contacts, calendar and Tasks in Office365/Google
  • DOCUMENT MANAGEMENT: Integrated with Office365/OneDrive for Business/Googe Docs/Google Drive/Dropbox for Document management
  • SMART GUIDANCE: Salesbox predicts what is required by you to reach your sales target and also gives automatic tasks when you fall behind.
  • MOBILE FIRST - Salesbox is the only CRM provider to give you the entire package on all mobile devices. Use on any iOS or Android unit. 100% native technology. Also available for computers/laptops.
  • COMMUNICATION TRACKING - Track all communication: dials, calls, emails and get complete communication logs on all contacts and accounts.
  • PIPELINE - Multi sales process and pipeline support. Work like it suits your customer and also get automatic progress.
  • COLLABORATION - Share tasks, leads or ask for help. Get notified on any relevant changes on your accounts, contacts or opportunities.
  • LEADS - Add leads from LinkedIn, emails, phones or any website.
  • GAMIFICATION - Compete against yourself or your colleagues.
  • $30 per user - billed annually

ULTRA

$70.00
1 user(s) / month
Included in plan:
  • All features in SUPER package
  • CUSTOM FIELDS - Add new fields (Drop downs, check boxes, text fields, text areas, numbers, dates, links) on Tasks, Leads, Opportunities, Accounts, Contacts or Appointments. Create dependencies between different fields.
  • MULTI RELATIONS - Set different one-to-many relations between Account - Account, Contact - Account & Contact - Contact.
  • ADVANCED SEARCH - Search with AND/OR, save or share searches
  • PERSONAL DASHBOARDS - Add your own diagrams, piecharts or favorite lists
  • EMAIL CLIENTS- Integrated with emails clients for Outlook desktop, Outlook365, Google mail and iMail for Mac
  • API ACCESS - If you don't find your preferred integration in our list. You can always integrate via our APIs.
  • $60 per user - billed annually

ULTIMATE

$100.00
1 user(s) / month
Included in plan:
  • All features in ULTRA package
  • Account & Contact call lists
  • Marketing automation to get automatic leads
  • Leadboxer integration - get leads from your website
  • Mailchimp integration - get leads from your email campaigns
  • LinkedIn integration - get leads from company posts on LinkedIn
  • Facebook integration - get leads from company posts on Facebook
  • $90 per user - billed annually

Pricing

Monthly Plan

$45.00
per Month
Included in plan:
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace
  • Create Multiple Accounts
  • Unlimited Projects
  • Up to 5 Users
  • 30-Day Money Back Guarantee

Annual Plan

$295.00
per Year ($25/mo, save 45%)
Included in plan:
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace
  • Create Multiple Accounts
  • Unlimited Projects
  • Up to 5 Users
  • 30-Day Money Back Guarantee

Two-Year Plan

$395.00
for 2 Years ($17/mo, save 63%)
Included in plan:
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) Payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace
  • Create Multiple Accounts

FAQs

    What platforms does this service support?
    • Salesbox works on PCs, Macs (Stationary and Laptops) through the web browser.
    • Salesbox supports Apple mobile devices with special native versions for iPhone, iPad, iPad Mini, iPad Pro and iPod touch.
    • Salesbox support Android mobile devices with special native versions for Android smartphones and Android tablets.
    • Salesbox supports plugins for Google Chrome, Gmail, Outlook Desktop, Office 365 mail and Mac mail
  • Does this service integrate with any other apps?
    • Google (Gmail, Google Docs, Google contacts and Google Drive)
    • Outlook Contacts, Office 365, Outlook desktop email client, Office 365 mail, OneDrive and OneDrive for Business.
    • Mailchimp, LinkedIn and Facebook for Marketing campaigns and Lead generation.
    • Plus, ERP, HR, Support systems, Event management, Project management, Time reporting through third party integrators.
  • Does this service offer an API?
  • Salesbox offer REST APIs for all objects in the software.

  • Does this service offer multi-user capability (e.g. teams)?
  • Salesbox is designed and built for collaboration between many users. Collaborate and work as a team on Accounts, Contacts, Opportunities, Tasks, Leads and Appointments. Salesbox keeps you and your colleagues notified on any relevant changes in real-time. Delegate Tasks and Leads, pick up Tasks and Leads form the open ticket list, Ask a colleague for help. With Salesbox you get traction on all customer communication and can easily see when and who did the last interaction with your customer. Salesbox keeps track of all dials, calls, emails and messages for you.

  • What are some applications this service is commonly used in tandem with?
    • Many Salesbox users use Salesbox together with Google Apps and Office 365 portfolio to get a more seamless work flows when doing sales or customer related work.
    • Many people also use Salesbox together with MailChimp, LinkedIn and Facebook to automize the lead generation.
    • Some companies also use Salesbox together with ERPs to get customer information synced and automatic invoices generated.
  • Who are the main user groups of this service?
  • Salesbox is designed for people who work with sales and customers. It is designed according to behavioural models in order to cater the needs of the business/sales people. Salesbox is the number one tool choice for all sales people who want to become successful in meeting their sales targets.

  • What is this service generally used for?
  • Salesbox is the World’s #1 predictive and mobile customer relationship management software for those who want to be successful in sales. It is used for tracking and improving sales and customer relations.

  • Does this service offer guides, tutorials and or customer support?
    • Salesbox comes with built in guidance and help. Salesbox provides an easy to follow get going guide.
    • Salesbox offers both email and phone support. Salesbox provides free training. Salesbox provides instruction videos.
    • Salesbox provides free assistance to import the first data from your previous data source

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Support:

    • Phone support
    • Knowledge base
    • Customer success management
    • Academy
    • Community
    • ITIL/ITSM
  • Who are the main user groups of this service?
    • Enterprises
    • Mid-size companies
    • Startups
    • Small companies
  • What is this service generally used for?
  • Bpm’online CRM bundle offers an interconnected solution that allows you to automate marketing, sales and service:

    bpm'onlise sales - sales force automation software to manage the complete sales cycle — from lead to repeat sales.*

    *bpm'online service *- innovative customer service tools to deliver an exceptional customer experience.

    *bpm'onlie marketing *- multichannel marketing software to deliver demand generation excellence.

  • What are some applications this service is commonly used in tandem with?
  • Integration:

    • Twitter,
    • Facebook,
    • Google Contacts and Calendars,
    • LDAP,
    • IMAP,
    • MS Exchange,
    • Google Maps,
    • OpenStreetMap,
    • MailChimp / Mandrill
  • Does this service offer multi-user capability (e.g. teams)?
  • Software offers multi-user capability.

  • Does this service offer an API?
  • Bpm'online provides open configuration and extensive API to allow any customizations and integrations required for your business.

  • What platforms does this service support?
  • Platforms: Android, iOS, Mac, Windows, Web-based.

FAQs

    Does this service offer an API?
  • No API offered.

  • Does this service offer guides, tutorials and or customer support?
  • Customer Support via Email or Chat, Documentation, Webinars, Live Online, Video Tutorials.

  • Does this service offer multi-user capability (e.g. teams)?
  • 17hats offers its users possibility to create multiple accounts.

  • What are some applications this service is commonly used in tandem with?
  • It is commonly used in tandem with CRM, Business Management Tool/Software, Accounting and Payment Applications.

  • What is this service generally used for?
  • It is generally used for automating business processes.

  • Who are the main user groups of this service?
  • Main users of 17hats are small businesses.

  • What platforms does this service support?
  • This is web-base platform with Android and iOS apps.

  • Does this service integrate with any other apps?
  • Integrations: Square, Stripe, Authorize.net, QuickBooks, PayPal, Google Cal, Google E-Mail, The Knot, Shootproof, WeddingWire, ShowIt.

Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Vendor Information

Founded:
-
Based in:
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Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
4.93k

Other

Who uses Salesbox
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Swedish, Norwegian, Finnish, German, Dutch, French, Spanish, Portuguese, Italian, Hungarian, Romanian, Turkish, Russian, Japanese, Vietnamese, Chinese, Korean
Regional Restrictions:
There are no regional restrictions

Other

Who uses bpm'online CRM
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Arabic, German, English, French, Italian, Portuguese, Hebrew, Polish, Russian, Spanish, Turkish
Regional Restrictions:
No restrictions.

Other

Who uses 17hats
  • Personal
  • SMEs
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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