--- title: "Saleoid Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Saleoid Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/10002381/EQUP/" page_type: "product" language: "en" --- # Saleoid Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 4, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Saleoid ## What is Saleoid? Saleoid is one of the Best CRM Software platforms for growing businesses that want a true all-in-one system, not a patchwork of tools. Built as one connected workspace, Saleoid helps you generate leads, capture inquiries, manage contacts, and move deals through your pipeline faster. Close leads with organized follow-ups, automation, and visibility across your entire sales process. Get paid with an end-to-end billing setup that supports invoicing, subscriptions, and a complete billing solution - All connected to your customers. Run marketing from the same system with email campaigns, forms, landing pages, and audience management, so sales and marketing stay perfectly aligned. From lead generation to closing, billing, and retention, Saleoid brings your complete Sales Solution, complete Marketing Solution, and complete Billing Solution into one place. Best of all, it starts at just $5/month (on a 2-year plan). ## What is Saleoid used for? [Email Marketing](https://www.capterra.com/email-marketing-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)[SMS Marketing](https://www.capterra.com/sms-marketing-software/) Top alternative Featured Overall rating Based on 10 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $5 Per Feature, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Saleoid 4.6 (10) VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $5 Per Feature, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (10) Ease Of Use 4.5 (973) Value For Money 4.8 (9) Value For Money 4.3 (796) Customer Service 4.8 (9) Customer Service 4.4 (768) ## Saleoid alternatives [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars Highest Rated [4.7 (689)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting price $36.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) [4.2 (1,005)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/113540/Bitrix24/) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/178819/EngageBay-Marketing/) ## FAQs about Saleoid Overview ### Which roles and teams benefit most from Saleoid? Saleoid is most used by executives, administrative staff, analysts, and marketing teams that need clearer sales visibility and faster campaign execution. CEOs and CFOs use it to track performance and guide decisions, while admins, assistants, and marketers rely on it to organize workflows, analyze results, and support day-to-day sales operations. Answer based on 10 reviews Overview ### What company size and industries is Saleoid built for? Saleoid is made for startups, agencies, and SMBs, with 100% of reviewers coming from small businesses and 30% in Information Technology and Services. It also serves Computer & Network Security at 20% and Computer Software at 10%, fitting smaller companies managing leads, deals, marketing, and billing. Answer based on 10 reviews Features and Usability ### What are the key features of Saleoid? Saleoid offers CRM, lead management, sales pipeline management, and marketing automation for tracking prospects and campaigns. It also includes 2-Way Messaging, email and SMS marketing, automated responses, scheduling, reporting and analytics, plus access controls, invoicing, payment processing, and workflow automation. Pricing ### How much does it cost and what fees or limitations are included? Saleoid starts at $5 per month for the Customize Your CRM foundation on a 2-year plan, with yearly and monthly billing also available. A 15-day risk-free trial is included. The base plan covers 1 user, 2,500 contacts and companies, 3 accounts, 5 automations, 5 custom fields, and 3 months of activity tracking. Integrations ### Which third-party tools and platforms does Saleoid integrate with? Saleoid integrates with Gmail, Microsoft Outlook, HubSpot CRM, Keap, Shopify, Shopify Plus, PayPal, QuickBooks Bi-Directional Synchronizer, Stripe, Stripe Billing, Twilio, WhatsApp Business Suite, and Twitter/X. It also connects to LinkedIn Marketing Solutions, Managed WooCommerce, SMTPServer, Stripe Issuing, Vonage Business Communications, and Whatsapp CRM. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does Saleoid offer? Saleoid provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars cover group learning sessions, documentation offers written reference material, and videos provide visual tutorials for reviewing setup steps and product features. Getting Started and Support ### What customer support options does Saleoid offer? Saleoid provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback about support quality is available, so user experience with response times, helpfulness, or common issues cannot be assessed from the provided information. ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Saleoid supports all three features that reviewers rate as most important: **Data Security**, **Customer Database**, and **Real-Time Data**. Together, these capabilities help businesses protect sensitive customer information, keep records organized in one place, and act on up-to-date insights, allowing teams to manage relationships more effectively and respond faster to customer needs. Contact Database 4.8 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Contact Management 4.8 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Email Campaign Management 4.8 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Plan, execute, and analyze email marketing campaigns Mass Texting 4.5 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Send messages to multiple subscribers at the same time Payment Processing 5.0 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Accept, record, and reconcile financial transactions Mobile Optimization 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Optimize content to ensure it is easily accessible for mobile users Saleoid 285 features ### All Features - 2-Way Messaging: Send and receive text messages to communicate with clients or prospects in real-time - A/B Testing: Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Activity/News Feed: Continuous profile-based stream of news and activity - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Appointment Scheduling: Schedule appointments via a calendar - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Attendance Management: Manage attendance for classes, shifts, meetings, or events - Attendee Management: Process of managing, tracking, and communicating with individuals who are registered to attend an event - Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Automated Discovery: Automatically identify systems to be monitored - Automated Publishing: Establish rules for automatic propagation of social media posts across one or more channels - Automated Quoting: Generate rule-based quotes for clients automatically - Automated Responses: Automatic reply functionality for incoming messages - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Autoresponders: Create and automatically send premade copy in response to customer messages - Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients - Behavior Analytics: Track and analyze user behavior within a system or network - Behavior Tracking: Track visitors'/audience's responses across web pages and other optimized content - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Billing Portal: Gateway through which end users can view past bills and pay current invoices - Billing Rate Management: Setting up the amount/charge for per hour of work by a company or professional - Booking Management: Create, update, and manage bookings, itineraries, and reservations - Budgeting/Forecasting: Create budgets based on historical data and future projections - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call List Management: Manage and track all past and future calls. - Call Logging: Collects essential call data such as call origin, call destination, call length, and other transaction details - Call Transcription: Voice conversion to text - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Planning: Plan and strategize marketing campaigns - Campaign Scheduling: Set campaign schedules by selecting start, pause, and end dates - Campaign Segmentation: Group campaigns by project, client, or campaign for better management. - CAN-SPAM Compliance: Ensure all emails are compliant with anti-spam guidelines, as required by the CAN-SPAM Act - Cancellation Management: Allow customers to cancel their subscription remotely. - Canned Responses: Shortcuts for inputting frequently used messages - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Chat/Messaging: Communicate using direct chat or messages within the system - Click Tracking: Track the amount of clicks on individual products to measure campaign results - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Conditional Logic: Capability of a software or system to make decisions and perform actions based on specified conditions - Configurable Workflow: Configure existing workflows to meet your organization's needs - Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Contract/License Management: Track, store, and access client contracts or licenses - Conversion Rate Optimization: Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases) - Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads - Cost Tracking: Process to track, record, and analyze expenses that occurred over the entire duration of a given project - Credit Card Processing: Accept and process credit card transactions - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Accounts: Record customer information, purchase history, and other notes - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels - Customer Profiles: Record customer information, purchase history, and other notes - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customer Social Profiles: Track customers' activities across social networks and maintain details about their demographics, preferences & more - Customer Support: Provide online support for your customers through live chat or help desk functionality - Customizable Branding: Add customized logos and colors to align with company branding - Customizable CTAs: Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Invoices: Invoices that can be tailored according to company's branding, payment terms and personalized information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Customization: Create labels for products that contain required information such as colors, sizes, dates, etc. - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Capture and Transfer: Import, collect, and capture data from multiple sources - Data Import/Export: Import and export data to and from software applications - Data Recovery: Ability to restore deleted, hidden, or lost data from an email server/system - Data Security: Protect sensitive data for digital privacy - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Data Visualization: Graphical representation of data - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Drip Campaigns: Send automated marketing emails based on user actions over a predetermined period - Dunning Management: Process of automatically notifying clients when payments fail to ensure invoices are paid - Electronic Payments: Electronically collect payments for goods or services - Email Alerts: Receive and/or send email notifications for urgent updates, requests, or other information - Email Campaign Management: Plan, execute, and analyze email marketing campaigns - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Monitoring: Ability to oversee and optimize the operations of a mail server - Email Reminders: Reminders sent via email - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Employee Onboarding: Process of familiarizing new employees with the company, their position, and responsibilities - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Enrollments/Onboarding: Manage the enrollment and onboarding of all new members and accepted applications - Estimating: Estimate expected cost based on various factors before a project begins - Event Calendar: A list of events with their respective dates - Event Management: Schedule and manage the logistics of activities and other gatherings - Event Scheduling: Plan an event's time and location - Event Ticketing: Manage tickets for specific events - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Field Sales Management: Manage or track sales completed by field teams/employees - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - File Storage: Store and access documents, forms, and photos in one centralized place - File Transfer: Move files across different systems or networks - Filtering: Find & retrieve relevant data or documents - For Small Businesses: Designed for small businesses - Forecasting: Form predictions based on past and present data/trends - Forms Creation & Design: Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system - Forms Management: Store, manage and track all forms in a centralized location - Geolocation: Determines the location of a device using GPS or an IP address - Guest List Management: Curating an intentional list of prospective guests as per relative interests to achieve specific goals. - Hourly Billing: Business model that charges based on the amount of time spent on an hourly basis - Image Library: Store and manage images - Inbox Management: Organize, prioritize, and manage incoming communications - Interaction Tracking: Track interaction history by documenting conversations for contacts - Inventory Management: Track and manage inventory levels to maintain proper supply - Inventory Tracking: Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items - Invoice Creation: Create invoices from scratch or have recurring invoices - Invoice History: Store and view prior invoices for each account/client - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Knowledge Management: Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills - Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - License Management: Track and organize the number of licenses available to the organization - List Management: Manage contacts across multiple mailing lists - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Marketing Calendar: See past and upcoming campaigns and communications in a calendar view - Mass Texting: Send messages to multiple subscribers at the same time - Media Library: Collection of images, videos and other digital content that can be used - Meeting Notes: Create and share notes/annotations taken during meetings - Member Accounts: Accounts held by members of an organization - Membership Management: Database of members to track personal information of individuals and families - Message Personalization: Personalize text messages using templates and custom fields - MMS: Sending/receiving messages with multimedia content like images, audio, or video over a cellular network - Mobile Access: Access software remotely via mobile devices - Mobile Alerts: Notifications via mobile devices - Mobile Coupons: Electronic coupons delivered to a mobile device that can be exchanged for a discount - Mobile Optimization: Optimize content to ensure it is easily accessible for mobile users - Mobile Payments: Clients can submit payments via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Account Management: Manage and post content across multiple social media accounts and platforms simultaneously - Multi-Campaign: Manage multiple campaigns in one system - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Channel Management: Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels - Multi-Channel Marketing: Coordinate marketing efforts across channels (email, landing pages, social media, etc.) - Multi-Channel Social Integration: Integrate with more than one social media network - Multi-Currency: Manage and handle various international currencies - Multi-Event: Utilize the same app for multiple events - Multi-Language: Manage and support multiple languages - Multi-Location: Manage and support multiple locations - Multi-Period Recurring Billing: Set rebilling periods, charging customers one rate annually or semi-annually, then a better rate afterward, as a subscriber benefit - Multiple Payment Options: Process payments via multiple modes directly through the application - Multiple User Accounts: Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service - Notes Management: Allow users to create, edit, and sort multiple notes - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Online Invoicing: Create, send, and view electronic invoices - Online Payments: Accept and process online payment transactions - Online Registration: Real-time registration over the web - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Order Tracking: Track orders throughout the fulfillment process - Patient Communications: Allow communication between the company and patients via messages, SMS, emails, phone, and more - Payment Processing: Accept, record, and reconcile financial transactions - PCI Compliance: Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Post Scheduling: Schedules specific times for content to appear on social media platforms, blogs, websites etc. - Price/Margin Management: Track and manage the profit margin between the cost of a product and its selling price. - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Prioritization: Arrange tasks based on the level of priority or urgency - Product Catalog: Present a catalog of inventory that customers can view - Project Billing: Business model that bills clients an amount based on the project/task/job performed - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Tracking: Monitor the progress of projects from start to finish - Promotions Management: Design, communicate, and distribute incentives to perform a specific action - Purchase Order Management: Create, send, and track purchase orders and their statuses - Queue Management: Monitor wait time and abandonment for incoming requests that have not been routed - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Recurring Invoicing: Generate recurring invoices - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Referral Tracking: Log and store the source of contacts/leads - Registration Management: Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Response Management: Planning and managing of resources and procedures to mitigate the impact of events and incidents - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Revenue Recognition: An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. - ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Routing: Plan daily routes to optimize employee scheduling and provide directions - SaaS Operations Management: Manage and optimize an organization’s use of SaaS applications. - Sales Analytics: Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Tax Management: Calculation of consumption tax imposed on the sale of goods/services - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Scheduled Messaging: Send individual or bulk text messages at predetermined times - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Service Catalog: Database containing accurate and up-to-date information on all operational services - Service History: Track work performed and resources used for past customers, sites, or assets - Shortcodes: Short phone numbers that used to opt-in to SMS campaigns - Signature Management: Add and maintain centralized email signature(s) across an organization - Single Sign On: Allow users to access multiple services after entering their login credentials once - SMS Marketing: Send promotional campaigns or transactional messages via text messages - SMS Messaging: Send messages via SMS - Social Marketing: Manage campaigns and track engagement for marketing efforts across social media channels - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Social Media Monitoring: Track activity on sites such as Facebook, Twitter, Instagram, etc. - Social Promotion: Market event via social media tools - Spam Blocker: Filters used to determine different types of malware threats - Spend Analysis: Review and uncover trends in spending activity - Spend Management: Track the amount of money spent on a certain product or with a certain supplier - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Status Tracking: Track the status over time for a request, process, asset, or transaction - Subscriber Management: Add or remove subscribers from mailing lists - Subscription Management: Process of managing customer subscription lifecycle for a recurring service or a product - Subscription Plan Management: Manage the subscription plans of all active members - Support Ticket Management: Allow customers/users to submit support queries and service requests - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Task Tagging: Add labels or tags to tasks - Tax Calculation: Calculate tax and make deductions on gross income from sources like wages, investments or self-employment - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Team Management: Organizing a group of people to accomplish a task - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Territory Management: Organize customer data and accounts by user or geography - Text-to-Win: Messaging system designed for contests and sweepstakes - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time on Site Tracking: Track the amount of time users spend on websites - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Usage Tracking/Analytics: Track and interpret metrics on the usage of company resources - User Interaction Tracking: Monitor user activity through engagement methods - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Visitor Registration: Make a list and register visitors - Visitor Tracking: Track visitors and purpose of visits - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Visualization: Graphical representation of data or processes - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Web-based Deployment: SaaS, web-based, online deployment - Website Analytics: Track and analyze information regarding website visitors - Website Integration: Seamlessly integrates with 3rd party websites - Website Management: Built-in website builder or integration with third-party site - Website Visitor Tracking: Monitor activity of individuals who visit your website using cookies - Whitelisting/Blacklisting: Control system access and/or deliverability for applications and email addresses - Widgets: An extended application or connector that enables users to perform additional services with their current set of tools - Work Order Management: Creating, assign, and track jobs and/or tasks for work orders - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks - WYSIWYG Editor: What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface --- Get Advice We can help you find the software with the features you need. Features 4.9 (10) 4.9 Based on 10 reviews ## Pricing Value for money 4.8 (9) Free Trial [View pricing plan details](https://www.capterra.com/p/10002381/EQUP/pricing/) Customize Your CRM $5.00 Per Feature,Per Month It includes: - CRM - Drag & Drop Forms - Appointments Scheduling - SMS, Email, WhatsApp Follow Ups Automation - Sales PipeLine - Billing Automation - Recurring & One Billing - Email Sync - WhatsApp Automation - Centralized Engagements - Free Sub Accounts Value for money 4.8 (9) 4.8 Based on 9 reviews ## Integrations [ PayPal](https://www.capterra.com/p/207944/PayPal/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Shopify](https://www.capterra.com/p/83891/Shopify/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Twitter/X](https://www.capterra.com/p/214056/Twitter/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (9) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (9) 4.8 Based on 9 reviews ## User reviews Overall rating 4.6 Based on 10 reviews Filter by rating 5(7) 4(2) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent Elisa Q. Marketing Web designer Marketing and Advertising ### "EQUP soluzione All in One" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 26, 2024 EQUP è la soluzione All in one, è perfetta per piccole aziende. Hai la gestione di tutto, non solo al livello di marketing, che utilizzo e mi sono trovata sia io che i colleghi benissimo, SMS ed Email Marketing consigliatissima! Ma ha altre soluzioni perfette per un PMI, fatturazione, monitoraggio, Lead un CRM con i fiocchi...super consigliato! Pros Un CRM completo, non solo per la parte di Marketing. Importazione ed esportazione contatti veloce e semplice. Campagne sms ed Email ben monitorate e con ottimi risultati, analisi di essa completa. Presenta anche molte soluzioni. Assistenza top Cons Nessun inconveniente, bisogna prenderci la mano. Utilizzato solo per SMS ed Email marketing. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) L'azienda voleva una soluzione più economica ma di qualità. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Alandra L. Assistante Computer & Network Security ### "Un logiciel facile à utiliser." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 November 14, 2023 Pros Dans notre entreprise, ce logiciel a apporté des résultats positifs. Il nous a permis d’automatiser nos opérations de ventes, de marketing et de facturation. Le plus intéressant est qu’elle a de multiples fonctionnalités entièrement gratuites. Cons C’est un logiciel facile à utiliser qui dispose de multiples fonctionnalités mais il est à noter qu’il y a d’importantes fonctionnalités que nous utilisons le plus dans notre travail qu’il ne contient pas. Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Jose C. bachelor Internet ### "The tool that revolutionized our business management" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 July 20, 2023 One of the things that has impressed me the most is its ease of use. The interface is intuitive and friendly, making it easy to navigate and quickly adopted by our team. Pros What I liked the most is its functionality and ease of use. From the moment we implemented the software in our company, we noticed a significant change in the way we run our operations. The ability to automate tasks like lead follow up, automated email sending, and sales follow up has been really impressive. Cons While this software offers many useful functions and features, it would have been beneficial to be able to sync more seamlessly with other key tools we use for marketing, communication, and data analysis. Although it offers integrations with some popular platforms, we found that some of our specific tools were not included in its list of integrations. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MT Marek T. CEO Financial Services ### "EQUP Review" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 May 10, 2023 My overall experience with EQUP was positive. It helped me stay organized and streamline my task management process. The ability to assign tasks, set deadlines, and track progress was beneficial for both individual and team projects. The platform was reliable and user-friendly, making it a valuable tool for enhancing productivity and collaboration. Pros One of the things I liked most about EQUP was its user-friendly interface. It was intuitive and easy to navigate, making it simple to manage my tasks and projects. Additionally, the collaborative features allowed me to work efficiently with my team and stay organized. Cons One aspect I liked least about EQUP was the limited integration options with other software and tools. While it provided a solid set of features for task management, it would have been more beneficial if it had seamless integrations with popular productivity tools that I already use. However, the core functionality of EQUP was still valuable. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MS Marc S. CFO Computer & Network Security ### "EQUP to help manage your business, time, invoices, and reduce headaches. " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 16, 2023 invoicing in the biggest one, with the ability to use the different options, and customization. as well as keeping everything in one place for your customers (CRM) Pros it's quick, it's free. yes it takes a bit of time to setup, but anything worth the time does and they will hold your hand to help you set it up also (again all for free) and if it DOES save you time/money (which it will) then feel free get on the pro plan that unlocks even more features as your business grows, equp will grow with you. saving you time on the invoicing, CRM, management side of your business. Cons Still relatively new, but always adding new features and the production team will always respond. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) saves us time. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) Reasons for choosing Saleoid too expensive, and their plugins are too bulky and too slow. equip does a lot of what hubspot does, but even faster. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. HS Hardeep S. Admin Computer Software ### "CRM with Industry Specific Features" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 26, 2023 As a multiple business owner, I am particularly impressed by EQUPs flexibility to cater to different types of businesses. I own a Services-based business where I offer services such as Training & Education, and my other business is a SaaS-based subscription service. EQUP provides industry-specific solutions for both of my businesses, and I am able to manage both of them from a single account. This makes it very convenient for me to manage and grow both of my businesses efficiently Pros EQUP has a user-friendly interface which makes it easy to navigate. The platform provides a 360° customer view, giving you access to all the details of the customer's interactions with your website, past purchases, communication through calls, emails, and text messages, and the current stage of the sales pipeline. The campaign builder is easy to use and allows you to market your products through emails and text messages. The dedicated account manager helps you get familiar with the system and set up your account. Overall, EQUP is an excellent choice for businesses looking for an easy-to-use, comprehensive CRM solution. Cons EQUP already has a dashboard that provides great insights about your business through Metrics and Widgets, but having the ability to create custom reports would be a great addition. Reasons for choosing Saleoid I am impressed by EQUPs flexibility to cater to different types of businesses. Especially The campaign builder is easy to use and allows you to market your products through emails and text messages and Quote and Project easy to create quote and send directly. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ST Sameer T. Marketing Analyst Information Technology and Services ### "One stop solution for marketing, sales, billing and communication." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 21, 2023 EQUP has been a game changer for our business. It has helped us streamline our processes across all aspects of our operations, including marketing, sales, social media, and billing Pros User friendly and Easy to navigate interface!!!Before discovering EQUP, our business was using multiple solutions for various tasks such as Mailchimp for email marketing, Zoho for quotes and pipeline management, SproutSocial for Social Media, and Ring Central for SMS and calling. EQUP has helped us streamline our processes by consolidating all of these features in one platform. This has not only helped us save time and money, but it has also freed up human resources that were previously dedicated to managing multiple solutions. Cons We run an eCommerce store powered by WooCommerce, integration with this platform would have been even more beneficial for our business Switched from [Sprout Social](https://www.capterra.com/p/121447/Sprout-Social/) [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Got all the features in one platform. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AR Anil R. Analyst Design ### "One stop for all software needs" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 14, 2023 Getting the business solutions and handling the CRM needs is very user friendly on this platform Pros Ease of usePayment processingUser friendly Cons I am new user so far nothing to unlike in this software. Will see in future if any thing need upgrade. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SC Saurabh C. Marketing Manager Information Technology and Services ### "Sign up with them and Thank me later!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 10, 2023 We were not sure of using EQUP, this being a new software but after seeing the features we just though to sign up to see how it looks like! We got an email from the dedicate account manager and we scheduled a time for demo. The account manager understood our business requirements and set up our account accordingly AND THATS IT! We never looked back and still using EQUP for our marketing, sales, billing and other business needs. Pros We used a lot of digital marketing software before but there was never the support how to use it correctly. We are always thankful to equp that its support team guided us how to use it's software and it helped us in lead generation as well as our image on social media platforms. Cons Though they have API and webhooks for seamless integrations, direct integration with apps would have been great! Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Support was minimal and was expensive. Alternatives considered [Vtiger CRM](https://www.capterra.com/p/112491/vtiger-CRM/) [Salesmate](https://www.capterra.com/p/156234/Salesmate/) [Freshsales](https://www.capterra.com/p/155563/Freshsales/) [Keap](https://www.capterra.com/p/76390/Infusionsoft/) [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) Reasons for choosing Saleoid More features, better support and best price. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MT Manish T. CEO Information Technology and Services ### "I am glad I choose EQUP after trying over 20 similar softwares." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 10, 2023 Has everything I need to run my business.This gave me many other ideas/ways to promote my services. Pre-built Automations really helped me and my team to save time and money Pros Awesome support: The dedicated account manager that you get is amazing. The dedicated account manager not only help you to walkthrough the system like others but actually go in and create email templates, campaigns and other automations for which I have been paying $100 an hour while using the previous software. Cons An android or IOS app would have been a great to get quick notifications on phone. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.