# SalesExec Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about SalesExec Software - reviews, pricing plans, popular comparisons to other Lead Management products and more. Source: https://www.capterra.com/p/126733/SalesExec --- # SalesExec Software Review 2026: Features, Integrations, Pros & Cons Last updated on June 15, 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 Includes Free Version 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. [4.5 (4,465)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price $55 Per User, Per Month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (22) Ease Of Use 4.4 (4,366) Value For Money 4.7 (13) Value For Money 4.3 (3,500) Customer Service 4.8 (18) Customer Service 4.4 (3,509) ## SalesExec alternatives [4.4 (18,785)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,978)](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 (733)](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 [View all alternatives](https://www.capterra.com/p/126733/SalesExec/alternatives/) ## FAQs about SalesExec Overview ### Which roles and teams benefit most from SalesExec? SalesExec benefits sales leaders, inside sales teams, and marketing managers who need stronger pipeline visibility, lead follow-up, and campaign coordination. Executives and directors use it to monitor performance and guide strategy, while analysts, IT staff, and operations roles support reporting, integrations, data management, and workflow efficiency. 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, especially 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 heavy lead volume and require organized sales follow-up across phone-based and lead-driven workflows. Features and Usability ### What are the key features of SalesExec? SalesExec offers call center and sales automation features like auto-dialer, call routing, call recording, IVR, and call monitoring. It also includes lead management, lead distribution, CRM, pipeline management, sales forecasting, reporting and analytics, email marketing, and mobile access for managing contacts and campaigns. 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, with discounts for more than five users. A free trial is available. The Basic plan includes call routing, lead management, marketing automation, reporting, outbound dialing, data migration, a dedicated success manager, and support. Answer based on 7 reviews Integrations ### Which third-party tools and platforms does SalesExec integrate with? SalesExec connects natively to Five9, FullContact, Gmail, Microsoft Outlook, Nextiva, PestPac, Skype, and Zapier. Its catalog covers communication, email, contact data, field service, and automation tools, giving SalesExec users access to 8 third-party integrations. 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 group learning sessions, documentation offers written reference material, and videos provide visual walkthroughs for self-paced review. 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 support as quick, polite, and knowledgeable, with chat helping answer questions on the fly and phone support praised for resolving issues promptly. Some users note occasional gaps when troubleshooting more complex needs. Answer based on 7 reviews ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Campaign Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create a collection of marketing actions to complete specific goals and plan and analyze campaign results 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 SalesExec 101 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases System that automatically dials calls Automatic reply functionality for incoming messages Distribute/route/connect calls A call center that both makes and receives calls Track and manage schedules and meetings via an integrated calendar Notifications/alerts for upcoming events or tasks Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. Track and report on call outcomes Manage and track all past and future calls. Collects essential call data such as call origin, call destination, call length, and other transaction details Listen to live phone conversations for the purpose of training and assessing agent performance Record the audio of phone conversations for quality assurance purposes Track and report on all incoming and outgoing calls Sends voice calls to a specific queue based on predetermined criteria Provide agents with a typical response for common call subject matter Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number Measure campaign influence through collection of keyword tracking and revenue sources Transfers live calls to other agents Schedules callback times Identify the number and contact information of a caller before answering the phone Track and interpret campaign performance metrics Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Set campaign schedules by selecting start, pause, and end dates Manage various distribution channels, build relations with channel partners, and track their performance Computer-telephony integration is the use of computers to manage telephone calls Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Process of dividing customers into groups based on common characteristics Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Create labels for products that contain required information such as colors, sizes, dates, etc. Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Ability to handle large datasets Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Send automated marketing emails based on user actions over a predetermined period Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Track delivered, received, and opened emails Manage or track sales completed by field teams/employees A call center that primarily receives calls, typically customer service focused Track interaction history by documenting conversations for contacts Incorporation of a chat or messaging system within an organization's internal communication infrastructure Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response Automatically identify and save contact information of potential customers Route and distribute your leads to third party buyers Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Real-time alerts or notifications that inform teams about new leads or prospects Engage with a lead throughout the sales process by actively providing information Score a lead on their quality or likelihood to buy based on certain behaviors Divide leads into buckets based on predefined criteria and routing rules Agents choose who to call and when Automate workflows and trigger campaigns based on customer actions Send messages to multiple subscribers at the same time Access software remotely via mobile devices Access the system via a mobile application Observe and track the demand, usage, progress or quality of a system, product, or user Track all opportunities for potential sales and convert them into recurring revenue A call center that primarily makes calls, typically sales focused Organize and manage the accomplishments and development of employees or performance of applications or systems A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Adjust communications based on previous interactions or personal preferences Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Arrange tasks based on the level of priority or urgency Type of outbound calling system that automatically dials a list of phone numbers and connects agents with answered calls Create proposals based on costs of labor and materials Tools designed to streamline the process of lead generation and management for sales teams Monitor wait time and abandonment for incoming requests that have not been routed Receive data and information in real time Notifications that are delivered to users as soon as an event occurs Log and store the source of contacts/leads Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Send individual or bulk text messages at predetermined times Group leads or contacts based on their specific characteristics Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Create, save, and re-purpose templates for emails, forms, etc. Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Computer-based system that allows users to send and receive voice messages Web form that allows users to enter data that is sent and processed for different reasons Streamlining repetitive tasks and activities through automated and predefined workflows 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 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. 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. AU 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.