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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Instead of spending excessive time inputting data and generating contacts, prioritize the conversion of leads into successful deals. Consolidate all pertinent lead information in one centralized location. Utilize straightforward, pre-defined reports to help optimize your workflow and remove obstacles. By organizing your processes, you can enhance revenue generation. Monitor upcoming tasks and gather insights from historical data. After consulting with numerous businesses, we identified essential features to develop a user-friendly CRM. You can establish multiple sales pipelines to oversee various facets of your sales strategy. Additionally, leads within a sales pipeline can be filtered by users, products, sources, zones, contacts, or any combination thereof. Furthermore, you can perform a variety of tasks directly from the sales pipeline view, including adding or renaming leads, assigning users to leads, or transitioning leads through different stages of the pipeline, thus simplifying your sales management. This comprehensive approach ensures that your team stays aligned and focused on closing deals efficiently.

Description

Salesgem is a comprehensive platform designed for managing customer relationships and leads, specifically tailored for small businesses and agencies involved in sales. It aggregates leads from various sources such as Facebook, Instagram, WhatsApp, website forms, and Google Sheets, organizing them efficiently within a collaborative workspace. Sales teams can allocate leads to specific representatives, monitor their progress through different stages of the sales pipeline, schedule necessary follow-ups, and maintain detailed notes along with activity history for each lead. In addition, conversations on WhatsApp can be seamlessly integrated with lead records, while task queues and notifications facilitate effective coordination among team members regarding responses and transitions. The platform also features robust reporting tools that provide insights into lead origins, pipeline advancements, and overall team performance. Furthermore, Salesgem offers mobile applications for both iOS and Android users, which come with functionalities such as push notifications and one-tap calling for ease of communication. This solution is especially beneficial for businesses that rely on inquiry-based sales processes, such as real estate agencies, clinics, training organizations, auto dealerships, and marketing firms that handle client leads, enhancing their ability to close deals efficiently. Overall, Salesgem stands out as a versatile tool that streamlines lead management and improves team productivity, ensuring that no opportunity slips through the cracks.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

Zapier Yes 
Box Yes 
Campaign Monitor Yes 
Dropbox Yes 
Easyflow Yes 
Facebook No 
Formstack Yes 
Formstack Documents Yes 
Google Drive Yes 
Google Sheets No 
Instagram No 
Integry Yes 
Josys Yes 
Mailjet Yes 
Olark Yes 
Pabbly Connect No 
Stackreaction Yes 
WhatsApp No 
Wufoo Yes 

Integrations

Zapier Yes 
Box No 
Campaign Monitor No 
Dropbox No 
Easyflow No 
Facebook Yes 
Formstack No 
Formstack Documents No 
Google Drive No 
Google Sheets Yes 
Instagram Yes 
Integry No 
Josys No 
Mailjet No 
Olark No 
Pabbly Connect Yes 
Stackreaction No 
WhatsApp Yes 
Wufoo No 

Pricing Details

$9 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

$15/user/month
Monthly plan: $15 per user per month. Annual plan: $12.45 per user per month, billed annually. The site states no setup or onboarding fees and offers volume discounts for teams of 10 or more users.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Clinchpad Technologies

Founded

2012

Country

New Caledonia

Website

clinchpad.com

Vendor Details

Company Name

Salesgem

Country

India

Website

salesgem.io

Product Features

Lead Management

Activity Tracking Yes 
Campaign Management No 
Lead Capture No 
Lead Distribution Yes 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking Yes 

Sales Tracking

Activity Dashboard No 
Alerts / Notifications No 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports No 
Document Management No 
Email Templates No 
Interaction Tracking No 
Lead Management No 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics No 
Task Management No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

Alternatives

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Alternatives

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