Who Uses This Software?

We proudly serve the following verticals: Education, Mortgage, Insurance, B2B, Online Education, Travel, Home Services, Franchise Based Companies, and Call Centers.


Average Ratings

18 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $65.00/month/user
    See pricing details
  • Pricing Details
    No long term contracts, pay for active user in the current month.
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • ClickPoint Software
  • www.clickpointsoftware.com
  • Founded 2007
  • United States

About SalesExec

SalesExec helps salespeople at companies big and small by automating the sales follow up process. SalesExec is an all-in-one solution to help your salespeople reach more prospects. Including local presence dialing to reach 60% more of your prospects, with automated text SMS, and email nurture to reach customers at the right time in their buying journey. Capture and instantly route all web leads and phone calls.


SalesExec Features

  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking
  • Blended Call Center
  • Call Logging
  • Call recording
  • Call Scripting
  • Campaign Management
  • Escalation Management
  • Inbound Call Center
  • Interactive Voice Response
  • Manual Dialer
  • Outbound Call Center
  • Predictive Dialer
  • Progressive Dialer
  • Queue Management
  • Real-time Chat
  • Reporting/Analytics
  • Auto-Dialing
  • Call List Management
  • Call Recording
  • Campaign Management
  • Dashboard
  • Data Management
  • Lead Capture
  • Lead Distribution
  • Lead Scoring
  • Performance Management

SalesExec Reviews Recently Reviewed!


Capterra loader

Great System for Great Value

Jun 12, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Vendor Response

by ClickPoint Software on 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.

Sales-Exec CRM

Jun 13, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: 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.

Vendor Response

by ClickPoint Software on 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.

Great experience with SalesExec software and staff

Jun 04, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The expansiveness and customization capabilities. Our company had unique and specific lead management and workflow requirements that were 100% being administered manually before migrating over to SaleExec. SalesExec's team and account representative 'worked with our management team and mostly took our entire manual process and automated it within SalesExec.

Cons: Would like to see more integrations with other software and saas solutions moving forward.

Overall: We have been able to streamline our leads distribution, leads transferring, and reporting while cutting down significantly the time between receiving the customer's lead and contacting them which has improved our lead to show conversion rates.

Used for call center

Jun 04, 2019
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It is very easy to use and saves my team a ton of time. Lots of smart features so you don't have to worry about if it's the right time to call or how often you should call. You set the parameters and the system feeds you the leads.

Cons: Lack of reporting functionality. My support team has been really good at trying to get us what we need, but the lack of reporting functionality is holding us back a little

Overall: It's been great for our call center. Leads are called quickly and it has really just saved us a ton of time and money. Being able to hire less people and make them more productive has been a huge help to our call center

Vendor Response

by ClickPoint Software on June 06, 2019

Hey Tony, we appreciate the feedback and are working hard on our new release for call metrics and call reporting. We know we are a little behind in our release since our beta for our call solution but we anticipate these reports being released by next week. Thank you for your loyal support and feedback through our beta period of this new feature. We will keep working hard to release updates related to our dialing and texting solution.

Simplicity at its finest

Jun 14, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: The reminders and workflows make working with potential clients seamless.

SalesExec From A Long Time Customer

Jun 12, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Vendor Response

by ClickPoint Software on 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.

Great and affordable CRM

Jun 12, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use

Comprehensive suite

innovative platform with new offerings all the time

Cons: Set up take some development lift on both sides.

Overall: I have loved being part of their betas and innovative iterations of the platform.

Vendor Response

by ClickPoint Software on 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.

Quality

Jun 19, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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

Overall: Dropped calls

One of the best software products we have seen so far. Great support!

Jul 18, 2014
5/5
Overall

5 / 5
Ease of Use

3.5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: The team at ClickPoint is always on top of issues when any arise. The product itself is awesome, as it can do things most other software companies are still thinking of doing. The best part of the product is that it is secure and very easy to use. I had no knowledge of XML, HTTP Post/Get, or Ping Post whatsoever, but they trained us well, and the software is very vast and can handle pretty much everything any lead gen company would ask for.

Cons: The only thing I think it should have is to be able to see the actual per lead payout in the vendor portal, even in Revenue Sharing mode. It should deduct the cost based on percentage and show accordingly in both the admin and vendor portal.

Recommendations to other buyers: It should have the ability to track phone calls for Hot Live Transfers based on Buffers. It should have the ability to set payouts in client campaigns based on fields supplied. For example, if two products are in a drop-down - let's say Auto Insurance and Home Insurance - we should be able to set different payouts based on the selection at the time of lead post instead of setting up two different campaigns for each lead type.

Two thumbs up

Apr 12, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Good product, serves it's purpose, easy to use and always improving. I would recommend this product.

Pros: Easy to use, pricing is fair and customer support is usually very quick to resolve issues. They are also always working on ways to improve the software for ease of use and better functionality.

Cons: At times, the software has operated slow due to internal glitches that were resolved fairly quickly. In the initial stages of use the "search" tab was diffcult to use and frustrating but the software has been revamped and I have not experienced these problems since.

Serve up leads to call center agents per business requirements

Apr 23, 2015
5/5
Overall

4.5 / 5
Ease of Use

5 / 5
Features & Functionality

4.5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: SalesExec is a affordable yet scalable product with excellent support system.

Cons: Analytics could be improved by allowing ad hoc queries

Recommendations to other buyers: Define KPIs and associated reports clearly with any project, and request definitions for said cumulative values within report.

Very Happy with SalesExec

Jul 24, 2014
4/5
Overall

Comments: We have been using SalesExec for several months now and are very happy with the software. Having previous experience with other CRMs, I found SalesExec very intuitive and easy to set up and manage. I would highly recommend it for start ups and smaller companies because it is very adaptable and affordable - great value

Pros: SalesExec is very intuitive and easy to set up. It was the only CRM that was within our budget and also provided all of the functionality that we needed

Cons: Occasionally the software has experienced periods where it operated slowly but those were quickly resolved. We also experienced difficulties with the search functionality but search was recently dramatically improved and those issues are resolved

Jun 25, 2013
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

Comments: The team at ClickPoint software is great. I have been using their software for years, for a variety of functions. When SalesExec first came out, I had my reservations and let Gabe Buck know about the features I was hoping to see added (drag and drop layout function, history tracking, read-email reports). Well, the newest version of SalesExec added everything I asked for and a few additional things (integrated power dialer, extra reports, notifications function similar to Facebook, etc). I am really impressed with the software, and I'm even more impressed that the team actually listened to my feedback and made the exact adjustments that were on my wish list. I have worked with many other systems, but SalesExec is a real threat to the major players, and at the current pricing it's a great value as well.

Great Value

May 17, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The affordability, support, training and constant improvements are impressive. I have not found anything I needed from this software that it could not do.

Cons: History tracking and summary reports are lacking, but I do believe they are working on improvements to these features.

Culligan taking a big step!

Aug 14, 2014
5/5
Overall

Comments: I have been working with Sales Ex over the past months and have nothing but praise! Their product is simply amazing but most importantly is the customer service is second to none. In this world it seems customer service is a thing of the past but not with Gabe Buck and the Click Point Crew........keep up the great work, your product is making a difference for our Brand!! Scott Schiesser

Pros: It's all GREAT!!!

Cons: NONE!!

Vendor Response

by ClickPoint Software on August 14, 2014

Thanks Scott! The Culligan team has been great to work with and we believe the dealer network will have great success in the coming years closing more deals with SalesExec. Than you for your support.

Call Center Manager, SalesExec Admin

Jul 24, 2014
5/5
Overall

4.5 / 5
Ease of Use

4.5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: SalesExec is very straightforward, and everything can be easily set up and customized.

Cons: It has operated slowly a few times, and we have had a few issues with the search functionality, but support is always very responsive, and issues are resolved quickly. Downtimes have been minimal compared to other CRMs I've used.

Recommendations to other buyers: Have a general sense of your sales/workflow before setting everything up in the CRM to avoid having to make changes in the future.

Xgen Leads Review of SalesExec

Jul 21, 2014
5/5
Overall

4.5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: The vendor provides great customer service and is almost always there when we need help troubleshooting. Customer service reps are polite and knowledgeable.

Cons: The availability of the chat representatives could be better.

Recommendations to other buyers: Nothing really. Use the software, see how it works for you, and then make an honest assessment.

Clickpoint Training

Oct 14, 2014
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4.5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy to read charts that quickly allow me to see the information I am looking for.

Cons: We've had challenges with it meshing with all our lead programs.

Recommendations to other buyers: Know what you want to measure and find the program that does that.