# 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 April 2, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) SalesExec ## What is SalesExec? ClickPoint is an all-in-one solution sales and marketing solution designed to help your salespeople reach more prospects. ClickPoint customers, on average contact, more than 50% of their leads, and many will contact upwards of 70%. ClickPoint provides one solution that makes it easy for salespeople to dial their prospects, while automated Texting and Email marketing reach customers at the right time in their buying journey. All of this comes together to make your sales team more successful. ## What is SalesExec used for? [Lead Management](https://www.capterra.com/lead-management-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 22 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 (22) VS. [4.8 (82)](https://www.capterra.com/p/141932/Ricochet/reviews/) Starting Price $55 Per User, Per Month Starting Price $24 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (20) Ease Of Use 4.7 (82) Value For Money 4.6 (11) Value For Money 4.8 (73) Customer Service 4.8 (16) Customer Service 4.8 (78) ## SalesExec alternatives [4.7 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (3,045)](https://www.capterra.com/p/132666/Pipedrive/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.2 (989)](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 [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 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 Email Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps 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 Lead Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Reporting/Analytics 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data SalesExec 100 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 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 (20) 4.5 Based on 20 reviews ## Pricing Value for money 4.6 (11) 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 4.6 (11) 4.6 Based on 11 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 (16) 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 (16) 4.8 Based on 16 reviews ## User reviews Overall rating 4.7 Based on 22 reviews Filter by rating 5(13) 4(9) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent 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. Talya L. Co-Founder / CTO Professional Training & Coaching ### "Great System for Great Value" 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 Support team is fantastic! The intro of chat support in the system has been amazing to quickly answer any questions we have on the fly. Pros Its a fantastic system to get through leads fast and when you want to instill a very specific process of how your leads should be managed. Very simple to use and easy to learn. The ideology of clearing the screen makes it very easy to communicate that to new hires as well as look to see at the performance of the team at a glance. Cons User reporting needs improvement and integrations with other systems would make looking at data easier. Switched from [Velocify](https://www.capterra.com/p/129463/Velocify/) Velocify was charging 3 times more in price and was consistently going down in service. It became unreliable and their support team didn't know how to manage all the downtimes and just got frustrated themselves with dealing with angry customers such as ourselves. The price also didn't justify the product, new improvements were not being made. 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 Talya, thank you so much for your review and great feedback. We look forward to providing more features based on customer feedback. We do have several initiatives underway to add more integrations and a new lead prioritization screen that will allow you to look at your lead data in a whole new way. I will keep you posted or you can check the Help Center tab for new updates. CR Cole R. Director of marketing Marketing and Advertising ### "Great and affordable CRM" 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 I have loved being part of their betas and innovative iterations of the platform. Pros • Ease of use • Comprehensive suite • innovative platform with new offerings all the time Cons Set up take some development lift on both sides. 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 Cole, thank you for the feedback. We love you being part of our communications solution beta as well. Your input and feedback has been invaluable as we work to create the best dialing solution for our customers. [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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)