--- title: "SalesExec Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is SalesExec the right Sales Engagement Platform solution for you? Explore 24 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/126733/SalesExec/reviews/" page_type: "reviews" language: "en" publication_date: "2026-11-03" --- SalesExec 4.7 (24) [View alternatives](https://www.capterra.com/p/126733/SalesExec/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated November 3rd, 2026 # Reviews of SalesExec Ease of use 4.8 Customer Service 4.8 ## Pros and Cons in Reviews Zady V Marketing TechnologistHigher Education, 51 - 200 employeesUsed the software for: More than 2 years. “The system is also very user-friendly, making it easier for admissions teams to navigate daily tasks efficiently.“ May 27, 2026 LD Lisa D Inside Sales AdminEnvironmental Services, 10,001+ employeesUsed the software for: More than 2 years. “It’s refreshing to work with a company that combines strong technology with exceptional customer service.“ May 28, 2026 LD Lisa D Inside Sales AdminEnvironmental Services, 10,001+ employeesUsed the software for: More than 2 years. “The system is very user-friendly and easy for our team to navigate and learn.“ May 28, 2026 Dipak S DeveloperInformation Technology and Services, 2 - 10 employeesUsed the software for: Less than 6 months. “They also have great customer service if I ever need help or have any questions.“ March 17, 2023 ## Showing most helpful reviews Showing 1-24 of 24 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Zady V. Marketing Technologist Used the software for: 3-5 years ### "Efficient, User-Friendly CRM with Outstanding Customer Support" June 1, 2026 5.0 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 R Reviewer Inside Sales Admin Used the software for: 3-5 years ### "Excellent Support and Easy-to-Use System" June 1, 2026 5.0 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 Talya L. Co-Founder / CTO Used the software for: 3-5 years ### "Great System for Great Value" June 14, 2019 5.0 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 R Reviewer Vice President Used the software for: 3-5 years ### "Simplicity at its finest" June 17, 2019 5.0 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 R Reviewer Operations Executive Assistant Used the software for: I used a free trial ### "overall, I like it." July 27, 2021 4.0 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 R Reviewer Sr. Corporate Director Used the software for: 1-3 years ### "Great experience with SalesExec software and staff" June 7, 2019 5.0 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 aB anthony B. Director of Inside Sales Used the software for: Less than 1 year ### "Used for call center" June 6, 2019 4.0 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 R Reviewer Loan Officer Used the software for: Less than 1 year ### "Sales-Exec CRM" June 14, 2019 5.0 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 Stephen S. President & CEO Used the software for: 3-5 years ### "SalesExec From A Long Time Customer" June 13, 2019 5.0 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 Verified Reviewer Developer Used the software for: Less than 1 year ### "Efficient Lead Management Made Easy with ClickPoint" March 21, 2023 5.0 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 Janel J. Senior Data Analyst Used the software for: 3-5 years ### "Great CRM !" August 1, 2022 5.0 highly recommended Pros Great Services, the sales team doing their job well . Cons There are some delays but still fulfil there promises Review Source Cole R. Director of marketing Used the software for: 3-5 years ### "Great and affordable CRM" June 13, 2019 5.0 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 Daniel E. Data Analyst Used the software for: 1-3 years ### "ClickPoint is GREAT" July 26, 2022 5.0 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 R Reviewer Director Used the software for: 3-5 years ### "Quality " June 27, 2019 5.0 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 VR Verified Reviewer ### "Very Happy with SalesExec" July 25, 2014 4.0 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 Review Source R Reviewer Director of Sales and Marketing ### "Culligan taking a big step!" August 14, 2014 5.0 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!! Review Source NIKKI S. Executive Recruiter Used the software for: Less than 1 year ### "Two thumbs up" April 16, 2018 4.0 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. Review Source R Reviewer ### "One of the best software products we have seen so far. Great support!" July 21, 2014 4.5 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. Review Source R Reviewer ### "" June 26, 2013 5.0 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. Review Source R Reviewer IT Director Used the software for: 3-5 years ### "Serve up leads to call center agents per business requirements" April 24, 2015 4.5 Pros SalesExec is a affordable yet scalable product with excellent support system. Cons Analytics could be improved by allowing ad hoc queries Review Source R Reviewer Manager Used the software for: Less than 1 year ### "Great Value " May 22, 2018 4.0 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. Review Source R Reviewer ### "Call Center Manager, SalesExec Admin" July 25, 2014 4.5 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. Review Source R Reviewer ### "Xgen Leads Review of SalesExec" July 21, 2014 5.0 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. Review Source R Reviewer ### "Clickpoint Training" October 15, 2014 4.5 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. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.