Manage your daily tasks.
Connect tasks to accounts/contacts or leads.
Get automatic tasks added when adding new leads.
Get control over your potential deals.
Get automatic guidance to move your leads forward.
Get control over your relations & customers.
Track your communication.
Get insights on how your customers perform.
Easily convert your leads to orders.
See what each customer buy, how much they buy, if they got any discount etc.
Import leads from LinkedIn with one click or add manually from Salesbox basic CRM.
Get your task scheduled automatically in Salesbox CRM to qualify your new lead.
Get guided to follow up your lead later in Salesbox basic CRM, if you can’t close them directly.
Convert your lead to an order in Salesbox basic CRM. Add your order rows, costs, discounts etc.
Get updated with relevant notifications. On iOS there is also 3D-touch.
Import your iOS contacts and keep them up to date automatically.
Salesbox notifies your customer when you run late and when you arrive to meetings.
Get a route to your customer or meeting from where you are. Choose drive, walk or public transportation.
With Salesbox you can take photos from your accounts and contacts.
Call, SMS and email with Salesbox to get complete tracking of your customer communication. Get guidance after each call.
Get notifications, accept/decline tasks or leads, get routes, place calls or add notes and more. Get encouraged by smart gamification or get smart reminders when falling behind.
Add tasks, leads, orders or appointments directly from your mobile desktop. Act on notifications by pushing them harder without opening Salesbox on your iPhone, iPad device or Apple watch.
Sometimes your device is not in arms reach. Call, Send messages, Open customers, Get routes, Add notes, Add tasks and set your tasks as done by talking to Salesbox through Siri.