Salesbook Review: Sales Enablement and CRM Software
Salesbook helps sales teams and small businesses digitize the direct sales process. It may be useful for teams that need to combine client-facing presentations with automated offering and CRM tracking.
At a glance
- Category
- Sales
- Best for
- Sales Teams, Small Businesses, Field Sales Representatives, Sales Managers
- Pricing
- Pricing starts at $10 per user/month for the START tier, with BASE at $20 and PRO at $30. Additional AI and signature modules range from $199 to $999 per month.
- Key use cases
- Field Sales Presentations, Digital Quote Generation, Direct Contract Signing, Sales Pipeline Forecasting
- Integrations
- Autenti, Insign, Fakturownia, SubiektGT, Advicos
- Official website
- salesbook.com
Salesbook is a platform that combines CRM functions with sales enablement tools. It is designed for sales teams, particularly those in sectors like renewables, automotive, and insurance, who manage the flow from the initial client meeting through to the signed contract.
The software supports structuring sales meetings with visual materials and interactive configurators. This may help representatives gather customer needs and generate personalized offers during meetings. It also includes digital signature capabilities to support closing during or after meetings.
For management, the tool provides CRM analytics and AI-based predictions to help identify the likelihood of closing deals in the funnel. Buyers should confirm that advanced features, such as biometric signatures and specific industry configurators, are available as paid add-on modules.
Users should verify their plan based on device needs, as the iPad application is available only in the PRO and Enterprise tiers.
Key Features
Supports a structured sales presentation process with a library of visual materials and meeting monitoring.
Supports customer needs analysis, product configuration, and the generation of digital offers and contracts.
A central repository for managing leads and customers with integrated reporting on funnel efficiency.
Supports the electronic signing of documents, with options for SMS-based or biometric signatures.
Analyzes customer scoring and historical data to provide the likelihood of closing specific sales threads.
Ready-to-use tools for sectors like photovoltaics, heat pumps, and automotive sales to collect technical needs.
Use Cases
Using the iPad app to present a company's value proposition and collect client requirements during an in-person meeting.
Utilizing product configurators to create customized price offers based on client needs during a consultation.
Obtaining signatures on agreements via tablet or SMS to manage the transition from offer to deal closure.
Applying AI-based deal closure predictions to help prioritize leads within the CRM funnel.
Best For
Integrations
Pricing
Pricing starts at $10 per user/month for the START tier, with BASE at $20 and PRO at $30. Additional AI and signature modules range from $199 to $999 per month.
FAQ
The iPad application is available in the PRO and Enterprise packages. The BASE package provides access to the browser version.
Salesbook offers AI-based suggestions and a Sales Close Prediction module that determines the percentage chance of closing a deal based on historical data and customer scoring.
Base plans include a limited number of free configurators (0 for START, 1 for BASE and PRO). Specialized industry configurators may carry additional monthly costs.
Source category: Sales
Source subcategory: CRM
