AI TOOL PROFILE
Salesbook Review: Sales Enablement and CRM Software
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.
At a glance
- Best for
- Sales Teams, Small Businesses, Field Sales Representatives, Sales Managers
- Key use cases
- Field Sales Presentations, Digital Quote Generation, Direct Contract Signing, Sales Pipeline Forecasting
- Integrations
- Autenti, Insign, Fakturownia, SubiektGT, Advicos
- Official website
- Visit salesbook official website
How AI is used
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
Present & Monitor
Supports a structured sales presentation process with a library of visual materials and meeting monitoring.
Offer & Sign
Supports customer needs analysis, product configuration, and the generation of digital offers and contracts.
CRM & Analytics
A central repository for managing leads and customers with integrated reporting on funnel efficiency.
Digital Signature
Supports the electronic signing of documents, with options for SMS-based or biometric signatures.
AI Sales Predictions
Analyzes customer scoring and historical data to provide the likelihood of closing specific sales threads.
Industry Configurators
Ready-to-use tools for sectors like photovoltaics, heat pumps, and automotive sales to collect technical needs.
Use Cases
Field Sales Presentations
Using the iPad app to present a company's value proposition and collect client requirements during an in-person meeting.
Digital Quote Generation
Utilizing product configurators to create customized price offers based on client needs during a consultation.
Direct Contract Signing
Obtaining signatures on agreements via tablet or SMS to manage the transition from offer to deal closure.
Sales Pipeline Forecasting
Applying AI-based deal closure predictions to help prioritize leads within the CRM funnel.
Integrations
- Autenti
- Insign
- Fakturownia
- SubiektGT
- Advicos
- Bitrix
- Microsoft Active Directory
- REST API
FAQ
Which plan is required for the iPad application?
- The iPad application is available in the PRO and Enterprise packages. The BASE package provides access to the browser version.
How does Salesbook handle AI in the sales process?
- 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.
Are the industry configurators included in the base price?
- 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
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