--- title: "SalesExec Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SalesExec Software - reviews, pricing plans, popular comparisons to other Lead Management products and more." source_url: "https://www.capterra.com/p/126733/SalesExec/" page_type: "product" language: "en" --- # SalesExec Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 23, 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) SalesExec ## What is SalesExec? SalesExec is a lead management and sales response platform built for high-velocity sales operations, call centers, and performance-driven sales teams. The platform combines CRM, automated lead routing, dialing, workflow automation, pipeline management, and outbound engagement tools into a single scalable environment designed to improve speed-to-lead, increase contact rates, and help teams convert more inbound opportunities. Unlike traditional CRMs built primarily around account management, SalesExec is optimized for real-time lead response workflows, automated sales distribution, pull-based lead routing, and high-volume inbound sales operations. SalesExec supports growing sales teams, outbound call centers, and enterprise lead response environments through scalable infrastructure, automation workflows, and transparent growth-friendly pricing. ## What is SalesExec used for? [Lead Management](https://www.capterra.com/lead-management-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/) Top alternative Featured Overall rating Based on 24 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $55 Per User, Per Month Free trial available 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... Do you work for SalesExec?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.clickpointsoftware.com&name=SalesExec) ## 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. ### SalesExec 4.7 (24) VS. [4.4 (18,800)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $55 Per User, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (22) Ease Of Use 4.0 (4,377) Value For Money 4.7 (13) Value For Money 4.0 (3,508) Customer Service 4.8 (18) Customer Service 4.1 (3,518) ## SalesExec alternatives [4.3 (6,987)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.7 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars Highest Rated [4.8 (82)](https://www.capterra.com/p/141932/Ricochet/reviews/) Starting price $24.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.2 (999)](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 [View all alternatives](https://www.capterra.com/p/126733/SalesExec/alternatives/) ## FAQs about SalesExec Overview ### Which roles and teams benefit most from SalesExec? SalesExec is most used by sales leaders, inside sales teams, and marketing stakeholders who need to manage outreach, track pipeline activity, and align lead generation with revenue goals. Executives and operations staff use it for visibility into performance, while analysts and technical roles support reporting, data quality, and system administration. Answer based on 18 reviews Overview ### What company size and specific industries is SalesExec built for? SalesExec is designed for small to large sales organizations, including high-velocity sales teams, call centers, and inbound lead operations that need faster lead response, automated routing, dialing, and workflow automation. It fits businesses that handle large volumes of leads and rely on structured outbound or inbound sales processes. Talk to an expert ### More questions? Ask our experts Features and Usability ### What are the key features of SalesExec? SalesExec offers CRM, contact and customer databases, lead capture, lead distribution, and pipeline management for sales tracking. It also includes auto-dialer, call recording, call routing, IVR, and call reporting, plus email marketing, workflow automation, reporting and analytics, and mobile access. Pricing ### How much does it cost and what fees or limitations are included? SalesExec starts at $55 per user per month for the Basic plan, and discounts apply for more than 5 users. A free trial is available. The plan includes call routing, lead management, marketing automation, reporting, and support, and reviewers often describe the pricing as fair and within budget. Answer based on 7 reviews Integrations ### Which third-party tools and platforms does SalesExec integrate with? SalesExec integrates with 8 third-party tools, including communication and productivity platforms such as Gmail, Microsoft Outlook, Skype, and Nextiva, plus Five9, FullContact, PestPac, and Zapier. These integrations cover email, calling, contact data, and workflow connections. Answer based on 3 reviews Getting Started and Support ### What training and onboarding options does SalesExec offer? SalesExec provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide self-paced viewing. Answer based on 1 reviews Getting Started and Support ### What customer support options does SalesExec offer? SalesExec provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. Reviewers describe the support team as responsive, knowledgeable, and quick to resolve issues, with chat especially helpful for fast questions. A few users mention occasional troubleshooting or customization needs, but overall support experiences are positive. Answer based on 9 reviews ## Features AI summary Based on 5,335 Lead Management reviews Capterra data shows that buyers of lead management software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **CRM** (**47%**) - **Lead Capture** (**42%**) SalesExec supports all three features that reviewers rate most important: **Contact Management**, **CRM**, and **Lead Capture**. Together, these capabilities help businesses keep prospect details organized, track customer interactions in one place, and collect new leads efficiently, allowing teams to follow up faster and manage the sales process more effectively. Contact Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Interaction Tracking 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts Sales Pipeline Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Calendar Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track and manage schedules and meetings via an integrated calendar Calendar/Reminder System 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Notifications/alerts for upcoming events or tasks Call Logging 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Collects essential call data such as call origin, call destination, call length, and other transaction details SalesExec 101 features ### All Features - 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 - 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 - Auto-Dialer: System that automatically dials calls - Automated Responses: Automatic reply functionality for incoming messages - Automatic Call Distribution: Distribute/route/connect calls - Blended Call Center: A call center that both makes and receives calls - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call Center Management: Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. - Call Disposition: Track and report on call outcomes - 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 Monitoring: Listen to live phone conversations for the purpose of training and assessing agent performance - Call Recording: Record the audio of phone conversations for quality assurance purposes - Call Reporting: Track and report on all incoming and outgoing calls - Call Routing: Sends voice calls to a specific queue based on predetermined criteria - Call Scripting: Provide agents with a typical response for common call subject matter - Call Tracking: Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number - Call Tracking Metrics: Measure campaign influence through collection of keyword tracking and revenue sources - Call Transfer: Transfers live calls to other agents - Callback Scheduling: Schedules callback times - Caller ID: Identify the number and contact information of a caller before answering the phone - 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 Scheduling: Set campaign schedules by selecting start, pause, and end dates - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Computer Telephony Integration: Computer-telephony integration is the use of computers to manage telephone calls - 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 - Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Fields: Customize data fields to support various needs and use cases - 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 - Data Import/Export: Import and export data to and from software applications - Data Management: Ability to handle large datasets - 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 - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Field Sales Management: Manage or track sales completed by field teams/employees - Inbound Call Center: A call center that primarily receives calls, typically customer service focused - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - IVR: Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Engagement: Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels - 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 Notifications: Real-time alerts or notifications that inform teams about new leads or prospects - 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 Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Manual Dialer: Agents choose who to call and when - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mass Texting: Send messages to multiple subscribers at the same time - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Outbound Call Center: A call center that primarily makes calls, typically sales focused - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Personalization: Adjust communications based on previous interactions or personal preferences - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Prioritization: Arrange tasks based on the level of priority or urgency - Progressive Dialer: Type of outbound calling system that automatically dials a list of phone numbers and connects agents with answered calls - Proposal Generation: Create proposals based on costs of labor and materials - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Queue Management: Monitor wait time and abandonment for incoming requests that have not been routed - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Referral Tracking: Log and store the source of contacts/leads - 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 - 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 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 - Segmentation: Group leads or contacts based on their specific characteristics - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Voice Mail: Computer-based system that allows users to send and receive voice messages - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (22) 4.5 Based on 22 reviews ## Pricing Value for money 4.7 (13) Free Trial Basic $55.00 Per User,Per Month It includes: - Call Routing - Data Migration - Dedicated Success Manager - Lead Management - Marketing Automation - Outobud Dialing - Reporting and Metrics - World Class Support Value for money 4.7 (13) 4.7 Based on 13 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Nextiva](https://www.capterra.com/p/175788/Nextiva/)[ Five9](https://www.capterra.com/p/132405/Five9/)[ PestPac](https://www.capterra.com/p/23130/PestPac/)[ FullContact](https://www.capterra.com/p/161228/FullContact-Data-Solutions/) 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 (18) 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 (18) 4.8 Based on 18 reviews ## User reviews Overall rating 4.7 Based on 24 reviews Filter by rating 5(15) 4(9) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent LD Lisa D. Inside Sales Admin Environmental Services ### "Excellent Support and Easy-to-Use System" 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 May 28, 2026 We’ve had an excellent experience working with this software company. Their customer support team is truly outstanding — responsive, knowledgeable, and always willing to go the extra mile to resolve issues quickly and efficiently. Any time we’ve needed assistance, they’ve provided clear communication and fast solutions. The system itself is very user-friendly and easy to navigate, which made implementation and day-to-day use seamless for our team. The platform is intuitive, reliable, and has helped improve our overall efficiency significantly. It’s refreshing to work with a company that combines strong technology with exceptional customer service. We highly recommend them to any organization looking for a dependable software partner. Pros The customer support team is exceptional — always responsive, knowledgeable, and quick to resolve any issues. The system is very user-friendly and easy for our team to navigate and learn. Overall, the platform has improved our efficiency and provided a reliable experience from day one. Cons The system occasionally has minor features that take time to learn, but the support team is always available to help. Some customization options could be expanded to better fit specific business needs. Overall, the experience has been very positive despite these small limitations. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Zady V. Marketing Technologist Higher Education ### "Efficient, User-Friendly CRM with Outstanding Customer Support" 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 May 27, 2026 Overall, my experience with SalesExec has been very positive. The platform has been highly valuable for admissions operations, lead management, and communication tracking. It provides the tools needed to maintain organized workflows, improve follow-up consistency, and support faster engagement with prospective students. The combination of CRM functionality, communication tools, automation features, color-coded statuses, and a user-friendly interface makes it a very effective solution for enrollment-focused environments. Another major strength has been the quality of ClickPoint’s customer service team and project managers. Their team has consistently been responsive, professional, knowledgeable, and proactive in supporting our operational needs. One thing I especially appreciate is how quickly they work on customizations, adjustments, and implementation requests whenever we introduce new processes or operational changes. Since our workflows continue evolving, having a team that is flexible, collaborative, and fast to respond has made a significant difference. Their support has helped ensure smooth implementations, efficient troubleshooting, and successful ongoing optimization of our processes. Pros SalesExec has been a strong and efficient CRM solution for managing admissions and prospective student engagement. One of the biggest advantages is how well it supports speed-to-lead operations, helping advisors quickly connect with students through calls, texts, emails, and workflow automation. The platform provides strong visibility into lead activity, communication history, and follow-up processes, which helps improve organization and accountability across teams. The system is also very user-friendly, making it easier for admissions teams to navigate daily tasks efficiently. One feature I especially appreciate is the color-coded status system, which allows for faster identification of lead stages and helps teams quickly prioritize follow-ups and workflow management. I also appreciate the flexibility of the system, the lead prioritization features, inbound and outbound communication tools, and how customizable the workflows can be to fit operational needs. The platform is especially effective for high-volume lead management environments and helps teams stay engaged with prospects throughout the enrollment lifecycle. Cons At this time, I do not have any major concerns with the platform. Overall, the system has worked well for our operational needs and has been a reliable tool for admissions and lead management. Like any platform, there is always room for continued enhancements and feature evolution, but my overall experience has been very positive. 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. AN Anonymous User Developer Information Technology and Services ### "Efficient Lead Management Made Easy with ClickPoint" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 March 17, 2023 Pros ClickPoint's lead management software is a game-changer in the sales industry. It streamlines my sales processes and helps me keep track of leads in an organized way. I've been using it for a few months now and it has made my job so much easier! They also have great customer service if I ever need help or have any questions. Highly recommend ClickPoint to anyone looking for an efficient and reliable lead management software. Cons At the moment, I am unable to discover any drawbacks. 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. JJ Janel J. Senior Data Analyst Outsourcing/Offshoring ### "Great CRM !" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 July 18, 2022 highly recommended Pros Great Services, the sales team doing their job well . Cons There are some delays but still fulfil there promises 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. EB Eutiquio B. Data Analyst Outsourcing/Offshoring ### "ClickPoint is GREAT" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 July 18, 2022 Pros Has features that are very useful, and great for lead management. The UI is simply satisfying and user-friendly. Customer service is very accommodating. Cons I can't see any cons with the software ever since I used it. If there are any problems I'm sure the problem is not the software but my computer 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. AL Adel L. Operations Executive Assistant Computer Software ### "overall, I like it." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 July 23, 2021 the process and way it generates leads is pretty helpful seeing that I'm not savvy when it comes to that side of things, especially when it comes to the price of leads. the options they give helps to narrow things down so you can get the best leads for your budget. Pros I love the look of the software, its organized and once you get familiar with how it works and you use it correctly I'm pretty sure you will see improvements Cons Considering what I was using before, this was a big improvement on it so its hard for me to complain. Going through the setup is a tiny bit challenging, but I am sure that's just a me thing. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RS Robert S. Director Individual & Family Services ### "Quality " 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 June 19, 2019 Dropped calls Pros Always there to help 24/7 very timely The staff is always friendly and eager to help Cons 0 There's nothing that I don't like about it they're always there to help like I said before Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CS Casey S. Vice President Retail ### "Simplicity at its finest" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 14, 2019 The reminders and workflows make working with potential clients seamless. Pros SalesExec is very simple to use. Even someone who has never used a CRM has learned how to use it in short time. The display is simple and not cluttered. The support behind the product is incredible. Whenever we submit an inquiry we have a response quickly with a resolution in a very timely manner. Cons There are a few items that I wish the end user could customize instead of having to have someone from SalesExec involved. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) We are a small business and just needed a product that was simple to use. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [SugarCRM](https://www.capterra.com/p/231638/SugarCRM/) Reasons for choosing SalesExec The staff behind the product made you feel important. Not just another account. That and the simplicity of the product. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. GM Greg M. Loan Officer Financial Services ### "Sales-Exec CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 13, 2019 Sales Exec is an excellent CRM for working leads, especially if you have a team. Pull distribution is the best method I've seen for working leads in a team environment. It solves so many issues. And you can automate the CRM so you simply click a button and the lead is called, and disposition it with a click of a button. It's the best in its class for what it does, especially with the two way text feature they just added. Pros I like how it's laid out in an easy to understand way for our business, and the way it's designed to work leads with the click of a button. There is no better CRM for working leads efficiently as this one. Cons I wish there was a way to view your history, even if it were your last 10 things you worked on. I also don't like the way in Push Distribution, you can't see Lead Source fields. That should be option based on the discretion of the administrator. I'd also like to be able to place a call from any screen. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 14, 2019 Greg, thank you for the review. As the founder I always love to get both positive feedback and improvement feedback. One thing I noticed was the comment on seeing lead source on Push which is available with a minor configuration change. I will get this over to your customer success manager, they will reach out to help get this configured. Also, we have a new update coming out soon that will allow for more dialing options from every screen. SS Stephen S. President & CEO Financial Services ### "SalesExec From A Long Time Customer" 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 June 12, 2019 Pros It just plain works. No downtime, no bugs, no useless features. On the rare occassion, I needed to call customer service they were awesome. Rock solid software and company. One of the better decisions I have made for my company. Cons There really isn't the least favorite aspect of the software or company. It does what they advertise it does. It has the basic no-nonsense functionality and you can also get as sophisticated as you want. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 14, 2019 Thank you for the feedback and review Stephen. We enjoy supporting you and all of your sales efforts. It has been a pleasure working with you to help you achieve your goals. [View all Reviews](https://www.capterra.com/p/126733/SalesExec/reviews/) ## 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.