SAVE
10%
10%
Admin Dashboard
Access a comprehensive overview of your system with key metrics, user activity, and administrative controls to efficiently manage operations.
Leads Management
Get a complete overview of each lead including pipeline progress, communication, ownership and activity history.
Contract Management
Manage all the prospects who have shown interest in your product/services. Get access to all the past conversations with them across different deals.
Company Management
Create companies with multiple contacts for successful Key Account Management and Account Based Marketing (ABM).
Deals Management
Get complete overview of each deal including pipeline progress, revenue forecast, communication, ownership and activity history.
Products / Services
Add your products or services in Sales Boost CRM along with price, category, HSN code, and more. Use them in quotations without manually entering the data.
Sales Team Management
Organize, monitor, and guide your sales team to achieve targets effectively.
Sales Statistics
View and analyze your sales data to track performance and make informed decisions.
Billing & Invoice
Manage and track all your bills and invoices efficiently, ensuring accurate payments and records.
Alert & Reminder
Keep track of important notifications, alerts, and reminders to stay organized and on schedule.
Mobile App
Access all features and stay connected on the go with our user-friendly mobile application.
Dashboard
Monitor sales team's productivity and business growth through different sales dashboards.
Analytics
Gain insights from your data, track trends, and make informed decisions with powerful analytics tools.
Goals Vs Achieved
Set goals, generate reports, redirect to specific targets, obtain prorated data, and send notifications.
Notes
Keep track of how a sale is progressing by summarizing each customer interaction in notes.
Mentions and Comments
Draw your teammate's attention to a record by @mentioning them in the notes section.
Notification & Reminders
Never miss a task, deadline, appointment, or meeting with real-time notifications and reminders.
Document Attachment
Attach documents like proposals, quotations, images etc. to each lead, deal, contact and company.
Workflow Automation
Create workflows to automate tasks and send automated communication to clients.
Automated flow for Lead Routing
222
Location Based Lead Routing
Route leads to the right salesperson based on various conditions like source, area, etc.
Meetings (Calender Sync)
See what's upcoming in your and your team's schedule by connecting Google/Outlook Calendar with Sales Boost CRM.
Emailscircle icon (Outlook, Gmail)
Connect Gmail, Outlook, or other email IDs via SMTP and IMAP to use Sales Boost CRM for sending and receiving emails.
Email Templates
Help your team send more emails faster with email templates.
Telephony
Integrate Sales Boost CRM with popular IVR service provider to make, receive and log calls.
SMS
Send one-click SMS or automate a SMS sequence from within the CRM using Sales Boost CRM SMS integration.
WhatsApp Integration
Sync your WhatsApp business account with Sales Boost CRM for sending messages to prospects.
Pre-built Report Templates
Get pre-built reports to track basic metrics like deals closed, revenue generated, etc.
Customizable Multidimensional
Create custom multi-dimensional report to track leads, deals, tasks, calls and meetings.
Sales Dashboard
Create multiple dashboard with various reports and lists to get detailed insight into your sales processes.
User Profiles
Create multiple dashboard with various reports and lists to get detailed insight into your sales processes.
Data Sharing
Ability to confire data sharing rules and field permissions for users and teams.
Records Reassignment
Reassign records to other users with limited or full access.
Team Management
Create teams and assign users based on function or territory.
Hierarchy Management
Map your organization's hierarchy in Sales Boost CRM using 'Reporting to' feature.
No. of Records
Records will be calculated on the basis of these entities being created by a user- Leads, Deals, Contacts, Company, Notes, Tasks, Meetings, Emails, Calls, Quotation and Messages.
File Storage
Store all documents, call recordings, and email attachments in CRM.
Data Import
Import records in the system via CSV files and migrate to Sales Boost CRM easily.
Data Export
Export the data from Sales Boost CRM to CSV to share it offline.
Data sharing rules
Control how different users can access data in Sales Boost CRM.
Smart Lists
Segment CRM data into Smart Lists with preset filters.
Marketplace
Integrate with over 70 popular business applications with Sales Boost CRM Marketplace.
API Access
Integrate Sales Boost CRM with various communication channels, workflows and business logics using open APIs.
Webhooks
Create webhooks for third-party integration and send data to other system APIs.
Attendance tracking with 'Available' and 'Unavailable' toggle
Geo Check-in and Check-out for Meetings
222
Get the Live location of your Team on the field
Track the daily activities of your team using timelines
View the distance traveled, available duration, and number of hours spent in meetings for users
Route Planning
Email Support
Contract Support
222
Account Manager
Admin Dashboard
Access a comprehensive overview of your system with key metrics, user activity, and administrative controls to efficiently manage operations.
Leads Management
Get a complete overview of each lead including pipeline progress, communication, ownership and activity history.
Contract Management
Manage all the prospects who have shown interest in your product/services. Get access to all the past conversations with them across different deals.
Company Management
Create companies with multiple contacts for successful Key Account Management and Account Based Marketing (ABM).
Deals Management
Get complete overview of each deal including pipeline progress, revenue forecast, communication, ownership and activity history.
Products / Services
Add your products or services in Sales Boost CRM along with price, category, HSN code, and more. Use them in quotations without manually entering the data.
Sales Team Management
Organize, monitor, and guide your sales team to achieve targets effectively.
Sales Statistics
View and analyze your sales data to track performance and make informed decisions.
Billing & Invoice
Manage and track all your bills and invoices efficiently, ensuring accurate payments and records.
Alert & Reminder
Keep track of important notifications, alerts, and reminders to stay organized and on schedule.
Mobile App
Access all features and stay connected on the go with our user-friendly mobile application.
Dashboard
Monitor sales team's productivity and business growth through different sales dashboards.
Analytics
Gain insights from your data, track trends, and make informed decisions with powerful analytics tools.
Goals Vs Achieved
Set goals, generate reports, redirect to specific targets, obtain prorated data, and send notifications.
Notes
Keep track of how a sale is progressing by summarizing each customer interaction in notes.
Mentions and Comments
Draw your teammate's attention to a record by @mentioning them in the notes section.
Notification & Reminders
Never miss a task, deadline, appointment, or meeting with real-time notifications and reminders.
Document Attachment
Attach documents like proposals, quotations, images etc. to each lead, deal, contact and company.
Workflow Automation
Create workflows to automate tasks and send automated communication to clients.
Automated flow for Lead Routing
222
Location Based Lead Routing
Route leads to the right salesperson based on various conditions like source, area, etc.
Meetings (Calender Sync)
See what's upcoming in your and your team's schedule by connecting Google/Outlook Calendar with Sales Boost CRM.
Emailscircle icon (Outlook, Gmail)
Connect Gmail, Outlook, or other email IDs via SMTP and IMAP to use Sales Boost CRM for sending and receiving emails.
Email Templates
Help your team send more emails faster with email templates.
Telephony
Integrate Sales Boost CRM with popular IVR service provider to make, receive and log calls.
SMS
Send one-click SMS or automate a SMS sequence from within the CRM using Sales Boost CRM SMS integration.
WhatsApp Integration
Sync your WhatsApp business account with Sales Boost CRM for sending messages to prospects.
Pre-built Report Templates
Get pre-built reports to track basic metrics like deals closed, revenue generated, etc.
Customizable Multidimensional
Create custom multi-dimensional report to track leads, deals, tasks, calls and meetings.
Sales Dashboard
Create multiple dashboard with various reports and lists to get detailed insight into your sales processes.
User Profiles
Create multiple dashboard with various reports and lists to get detailed insight into your sales processes.
Data Sharing
Ability to confire data sharing rules and field permissions for users and teams.
Records Reassignment
Reassign records to other users with limited or full access.
Team Management
Create teams and assign users based on function or territory.
Hierarchy Management
Map your organization's hierarchy in Sales Boost CRM using 'Reporting to' feature.
No. of Records
Records will be calculated on the basis of these entities being created by a user- Leads, Deals, Contacts, Company, Notes, Tasks, Meetings, Emails, Calls, Quotation and Messages.
File Storage
Store all documents, call recordings, and email attachments in CRM.
Data Import
Import records in the system via CSV files and migrate to Sales Boost CRM easily.
Data Export
Export the data from Sales Boost CRM to CSV to share it offline.
Data sharing rules
Control how different users can access data in Sales Boost CRM.
Smart Lists
Segment CRM data into Smart Lists with preset filters.
Marketplace
Integrate with over 70 popular business applications with Sales Boost CRM Marketplace.
API Access
Integrate Sales Boost CRM with various communication channels, workflows and business logics using open APIs.
Webhooks
Create webhooks for third-party integration and send data to other system APIs.
Attendance tracking with 'Available' and 'Unavailable' toggle
Geo Check-in and Check-out for Meetings
222
Get the Live location of your Team on the field
Track the daily activities of your team using timelines
View the distance traveled, available duration, and number of hours spent in meetings for users
Route Planning
Email Support
Contract Support
222
Account Manager
