---
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 Sales Engagement Platform products and more."
source_url: "https://www.capterra.com/p/126733/SalesExec/"
page_type: "product"
language: "en"
publication_date: "2026-11-03"
---

# 

 SalesExec Software Review 2026: Features, Integrations, Pros & Cons

Last updated on November 3, 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

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for SalesExec?[Manage this product listing](https://www.g2.com/products/salesexec/claim_requests/new?auto=true)

## 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 (4,492)](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 (4,393)

Value For Money

4.7 (13)

Value For Money

4.3 (3,521)

Customer Service

4.8 (18)

Customer Service

4.4 (3,531)

## SalesExec alternatives

[4.4 (18,834)](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 (7,009)](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

Highest Rated

[4.7 (745)](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

[4.7 (468)](https://www.capterra.com/p/245800/Monday-CRM/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

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 and marketing leaders, inside sales administrators, and loan officers who manage prospect outreach, lead follow-up, and pipeline activity. Executives and operations teams use it to track performance, while data analysts, IT leaders, and developers support reporting, system administration, and data-driven sales decisions.

Answer based on 18 reviews

Overview

### What company size and specific industries is SalesExec built for?

SalesExec is designed for high-velocity sales teams, call centers, and inbound lead operations, which often include small, mid-sized, and enterprise organizations that depend on fast lead response, automated routing, dialing, and workflow automation. It fits sales-driven environments where handling large volumes of leads and calls matters.

Features and Usability

### What are the key features of SalesExec?

SalesExec offers call center management tools such as auto-dialer, IVR, call routing, call recording, and call monitoring, plus CRM, contact management, and lead management. It also includes pipeline management, sales forecasting, workflow automation, reporting and analytics, campaign management, email marketing, and mobile access.

Pricing

### How much does it cost and what fees or limitations are included?

SalesExec starts at $55 per user per month on the Basic plan, with discounts for more than 5 users. A free trial is available. The Basic plan includes call routing, lead management, reporting, marketing automation, and a dedicated success manager.

Answer based on 7 reviews

Integrations

### Which third-party tools and platforms does SalesExec integrate with?

SalesExec integrates with Five9, FullContact, Gmail, Microsoft Outlook, Nextiva, PestPac, and Zapier. Its catalog covers communication, contact data, email, and workflow connections, giving teams access to seven third-party tools and platforms for sales operations and connected activity management.

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 useful for fast questions. Some users also note helpful troubleshooting and clear communication during implementation and customization requests.

Answer based on 9 reviews

## Features

AI summary

Based on 5,388 Sales Engagement Platform 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 of the features reviewers rate most important: **Contact Management**, **CRM**, and **Lead Capture**. Together, these capabilities help businesses keep prospect information organized, track customer relationships more effectively, and collect new leads efficiently, allowing teams to follow up faster and manage the sales process with more consistency.

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

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

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

SalesExec 102 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 Delivery: Distributing content through various platforms or channels
- 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

[View pricing plan details](https://www.capterra.com/p/126733/SalesExec/pricing/)

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

[

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

Counts reflect reviews available in this feed.

5(15)

4(9)

3(0)

2(0)

1(0)

Mentioned topic

Recent reviews first, then most helpful

Zady V.

Marketing Technologist

Used the software for: 3-5 years

### "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

June 1, 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.

RE

Reviewer

Inside Sales Admin

Used the software for: 3-5 years

### "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

June 1, 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

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.

Talya L.

Co-Founder / CTO

Used the software for: 3-5 years

### "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 14, 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.

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.

RE

Reviewer

Vice President

Used the software for: 3-5 years

### "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 17, 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.

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.

RE

Reviewer

Operations Executive Assistant

Used the software for: I used a free trial

### "overall, I like it."

4.0

July 27, 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

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.

RE

Reviewer

Sr. Corporate Director

Used the software for: 1-3 years

### "Great experience with SalesExec software and staff"

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

10/10

June 7, 2019

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.

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.

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.

AB

anthony B.

Director of Inside Sales

Used the software for: Less than 1 year

### "Used for call center"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

June 6, 2019

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

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

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.

RE

Reviewer

Loan Officer

Used the software for: Less than 1 year

### "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 14, 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

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.

Stephen S.

President & CEO

Used the software for: 3-5 years

### "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 13, 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

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.

Verified Reviewer

Developer

Used the software for: Less than 1 year

### "Efficient Lead Management Made Easy with ClickPoint"

5.0

March 21, 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

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