The flexible CRM that fits with self-assembly & customisation

User experience

We are all unique. Why should we then have the same experience regarding of what we focus on? With Salesbox you can customise the main menu, the start page the way information is displayed in contacts, companies, deals etc. All to fit the individual's needs.

Custom categorisations

It has never been so easy to create a customised categorisation structure. Add new data fields of type text, number, textbox, dropdown, radio buttons, hashtag, URL or date to any object type you need. It's all done in minutes. Did we mention these fields are also possible to import to and of course they are searchable.

Custom processes

Do you need to fine tune your work processes for your sales, prospecting or delivery. Add a new or update an existing process in no time. The time it takes is usually in the discussion to decide how to work.

Pre defined values

Do you need to set your own industries, contact types, or any other value you will find in Salesbox, add, update or delete values to fit your business needs and search patterns.

Get selling faster with industry templates

Use Salesbox standard or any of our pre-defined industry templates

Reduced setup

Faster onboarding

Higher adoption

Each setup template includes…

Processes

Salesbox comes with one or more predefined industry specific processes that easily can be modified and complemented.

Categorisations

Salesbox comes with a predefined set of extra industry specific data fields and dropdown values that also can be modified.

Products / Services

Salesbox comes with a predefined set of industry specific product groups, product types and products that easily can be modified and extended.

It’s all there, out of the box, just import your data or add leads from LinkedIn with LeadClipper

Insurance

Get a relevant categorisation to quickly take control of all your prospects and customers. Use personal mass emails via Office 365 or Google to send the right message to the right people, to secures warm call lists and a high closure rate. It has never been so easy to prospect and keep track of all prospects and renewals.

Car / Vehicle dealers

The template includes processes for new sales and servicing existing customers. Get a pre-defined information structure to keep track of who drives what, which representative has the relationship. Use the template for both the business and private sales.

Saas

The template contains processes for new sales and for extensions, a started product directory and an expanded information structure to streamline your prospecting, sales and client management. Use Salesbox also for your customer success processes.

Legal

In addition to using Salesbox to get new clients, Salesbox's legal template comes with ready-made processes for both civil and criminal cases. In addition, the complete information structure including standard terms and lists. With Salesbox, you gain control of all your clients, cases and your communication out of the box.

Consultants

This Consultants template includes processes for new sales, existing customers and extensions to existing projects. List your consultants as resources and activity reports showing booked and pending work.

B2B Consumer electronics

The template comes with a complete process for new sales and a process for renewals, a started article register and an expanded information structure to facilitate and streamline your prospecting, sales and client management.

Finance / Investments

Replace your Excel lists and easily classify your different types of investors and what they are focused on. Work with targeted communication and invitations via personal mass emails to quickly find the relevant investors for each investment object. Also get a clear overview of how the investment objects are pushed forward through Salesbox's out of the box investment process.