Features & integrations

GUIDANCE

  • Guidance to reach your target
  • Adaptive task generation
  • Adaptive reminders
  • Get questions after calls
  • Get questions after meetings
  • Get reminders of who to call

MOBILE

  • Integrated with iOS
  • Built for iPhone, iPad, iPad Pro
  • Take notes with Apple pencil
  • Click, swipe & Voice-to-text
  • Also for tablets, PCs or Laptops

COMMUNICATION

  • Call with Salesbox
  • Track communication
  • Facetime
  • iMessage
  • Email
  • VOIP

PROCESSES & ACCURACY

  • Adaptive & dynamic sales processes
  • Multiple sales processes
  • Missing opportunities prediction
  • Real-time insights
  • Customisable standard reports

COLLABORATION

  • Collaborate on opportunities, accounts and contacts
  • Share tasks, leads & reports
  • Ask colleagues for help
  • Get notified in real-time
  • Share meeting notes in real-time

GET LEADS

  • Import Leads from LinkedIn
  • Import leads from any website
  • Import contacts from Google, Outlook, Email or phone
  • Post on Facebook to get leads
  • Post on LinkedIn to get leads
  • MailChimp emails to get leads

GAMIFICATION

  • See your personal records
  • Compete with colleagues
  • Encourages to reach targets
  • Congratulates when closing deals
  • Provides interactive call lists

CLASSIC CRM

  • Task & lead management
  • Pipline management
  • Account & contact management
  • Appointment management
  • Document management

Salesbox CRM custom fields - Setup on Accounts

Add your own data fields to fit your company’s needs.

Salesbox custom fields allow you to add the following type of fields.

  • Drop downs (multi choice)
  • Checkboxes (multi choice)
  • Numeric fields
  • Text fields
  • Text boxes
  • Date fields
  • Link fields

Add custom fields to your Tasks, Leads, Opportunities, Accounts, Contacts and Appointments.

All added fields are also searchable to make it easy for you to quickly segment and find your customers and deals.

Salesbox Advanced search contactsSalesbox advanced search allows you to built your own AND / OR searches.

Search on the fly or save them as personal searches or share your searches with relevant colleagues. After a search is done you can also export the result to Excel and PDF.

Example: Give me all companies in New York AND belonging to Industry IT AND has between 201 – 500 employees AND is customer AND we have not spoken to for 3 months.

Salesbox custom dashboardCreate your own personal dashboards.

To give you the possibility to compare basically any sales, activity or customer related information Salesbox offers personal dashboards with diagrams, pie charts and lists that you create yourself.

Compare different users over different time periods. Example calls, closed sales, appointments, leads etc.

Compare different data sets for the same user. Example calls vs closed deals over a specific period for the same user.

Share you diagrams with colleagues or Drag & drop your diagrams to get them exactly where you want them.

The diagrams are updated automatically and are therefore suitable to display on big screens in the Sales department to keep everyone up to date.

Salesbox Crm multi relationsSalesbox multi-relations allow you to set different relations between companies (accounts) and contacts.

Set different relations between different accounts. Example Account 1 is a subsidiary to Account 2.

Set different relations between a contact and different accounts. Example Contact is employed by Account 1 and works as a consultant on Account 2.

Set different relations between different contacts. Example Contact 1 is the manager for Contact 2.

Track tasks, leads, sales, appointments on contacts that are related to accounts they don’t work on.

Get started easily, import your own .CSV with accounts, contacts, leads and call lists to Salesbox

Salesbox .csv imports

Salesbox plug & play end-to-end solution for sales & customer management

 To make you more efficient Salesbox is integrated with several other Saas-tools to create a complete end-to-end (OMNIchannel) solution.

Salesbox supported hardware
Salesbox end-to-end sales solution 2

Lead generation integrations

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Mailchimp

Add contacts/accounts to existing or new Mailchimp lists.

Get leads added automatically to Salesbox from email send outs through Mailchimp

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Leadboxer

Track, score and convert your website visitors to enriched account and contact leads directly into Salesbox.

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LinkedIn

Create and schedule LinkedIn posts directly from Salesbox and get leads automatically added to Salesbox when people like, share and comment your posts.

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Facebook

Create and schedule Facebook posts directly from Salesbox and get leads automatically added to Salesbox when people like, share and comment your posts.

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Lead clipper for LinkedIn

Import any individual or company on LinkedIn to Salesbox as a customer or lead with Salesbox Lead clipper for LinkedIn on Chrome.

Document management integrations

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Dropbox

Get an automatic document structure added for accounts, contacts and opportunities.

Add documents from your computer or import from other Dropbox folders.

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Google drive

Get an automatic document structure added for accounts, contacts and opportunities.

Add documents from your computer or import from other Google Drive folders.

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MS OneDrive

Get an automatic document structure added for accounts, contacts and opportunities.

Add documents from your computer or import from other OneDrive folders.

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MS OneDrive for business

Get an automatic document structure added for accounts, contacts and opportunities.

Add documents from your computer or import from other OneDrive for business Drive folders.

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Google Docs

Create Google sheets, slides and docs directly from Salesbox.

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Office 365

Create Microsoft/O365 Word, Excel and Powerpoint directly from Salesbox.

Email client integrations

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Outlook email client

Add contacts, tasks, leads, appointments and notes directly from Outlook (Web, desktop, mobile).

See the contacts history directly in Outlook.

Salesbox saves all in/outbound emails automatically to the contact.

Add extended tracking on outbound emails to see when the receiver open, click on links or open attachments.

appleMail

Mac email client

Add contacts, tasks, leads, appointments and notes directly from Mac mail.

See the contacts history directly in Mac mail.

Salesbox saves all in/outbound emails automatically to the contact.

Add extended tracking on outbound emails to see when the receiver open, click on links or open attachments. (Spring-18)

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Google email client

Add contacts, tasks, leads, appointments and notes directly from Google mail.

See the contacts history directly in Google mail.

Salesbox saves all in/outbound emails automatically to the contact.

Add extended tracking on outbound emails to see when the receiver opens, clicks on links or opens attachments. (Q3-18)

Contacts & calendar integrations

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Google contacts

Synchronise selected contacts 2-way.

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Outlook/O365 contacts

Synchronise selected contacts 2-way.

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Apple iOS contacts

Synchronise selected contacts 2-way.

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Android contacts

Synchronise selected contacts 2-way.

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Google calendar

Synchronise selected appointments 2-way.

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Outlook/O365 calendar

Synchronise selected appointments 2-way.

ERP (Accounting & finance) integrations

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Visma.net

Synchronise accounts, contacts, orders and products 2-way.

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Visma Business

Synchronise accounts, contacts, orders and products 2-way.