Who Uses This Software?

Small to medium sized businesses that are growing and larger expanding organisations.


Average Ratings

8 Reviews
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $20.00/month/user
    See pricing details
  • Pricing Details
    Prices range from $20-47 per user per month.
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Salpo
  • www.salpo.com/crm/
  • Founded 2007
  • United Kingdom

About Salpo CRM

The Salpo CRM sits at the heart of your business, personalising interactions with customers and prospects and ensuring internal collaboration and information-sharing. Built-in GDPR solutions help you meet compliance needs. Use it out of the box as a straightforward sales and service tool, or unlock the true potential of your business by using our powerful customisation options to tailor it to your exact business requirements - and deliver much more than other CRM systems can.


Salpo CRM Features

  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management

Salpo CRM Reviews Recently Reviewed!


Simple and easy to use and set up

Aug 22, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The simplicity of the software makes it easy to work with.
The email updates are good prompts to actions that need taking.
The highlighting and organising of data is fluid and not over complicated.
Great value for money and rolling contract.

Cons: Some of the text boxes when filled up will overlap some of the others. I get around this by putting abbreviations in.

Overall: Organising my day

Vendor Response

by Salpo on January 03, 2018

Hi Tom, Thank you for your feedback! We are pleased to report that we have released an update which wraps data field labels. This ensures the label text does not run into or over the response value. Please let us know if you would like to review this further! Thanks! -The Salpo Team

As an initial CRM offering it was useful to have valuable help with understanding the design options

May 16, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Views and variability are excellent but my favourite piece is the support received from our account manager

Cons: Sadly, it does not currently fit our scalability model for linking to back-office functions that will include stock-control, management reports and accounting functions

Overall: Nothing unique, sadly.

Vendor Response

by Salpo on January 03, 2018

Hi Mike, Thank you for your feedback! Over the last two years we have integrated with DEAR, and inventory management software, and Xero, an accounting software. Do you use either software or have you had a chance to review either? If not, Salpo has a fully open RESTful API to integrate with other software. Using the Salpo Products and Objects modules in conjunction with our reporting feature, you can meet basic stock management and accounting requirements as well. We would love to do a demo of the Salpo system for you so you can see these integrations and features in action. We will be in touch shortly! Kind regards, The Salpo Team

Great software and great team behind it. Always being developed and updated.

May 13, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The look, feel and ease of use. That and the email integration element I like a lot. I like the way its going and know there are lots more integrations in the roadmap.

Cons: don't yet have the ability to use as easily on mobile, or a mobile app. struggled a little on both safari and chrome for iphone so only use on laptop/desktop.

Overall: managing contacts, but mainly liked the ability to see potential business in one place.

Vendor Response

by Salpo on January 03, 2018

Hi Rick, Thank you for your feedback! We are happy to report that we will be releasing a mobile app this spring. Keep an eye on our alerts for the most recent product developments! Thanks again, - The Salpo Team

User friendly with a number of useful features

May 13, 2017
4/5
Overall
4 / 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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Pros: The layout of the system. Easy to work around and quick data entry.

Great to share information with other users

Cons: Reporting which I need to look further into.
Was a little difficult at first to work out the emailing

Overall: Customer management

Vendor Response

by Salpo on January 04, 2018

Hi Lesley, Thank you for your feedback! We are happy to advise that we will be 'revamping' the email IMAP connector in 2018 to minimize the steps users take to sync their email with the CRM. Keep an eye out for our 'What's New' newsletter for the most recent updates to the system. We would love to hear more about the reports to are aiming to run within the CRM as well. A member of our Account Management team will be reaching out to discuss reporting options with you further. Thanks again! Kind regards, - The Salpo Team

Excellent system, but needs some improvements

May 10, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Cross referencing possibilities for clients/surveyors/solicitors. The layout is visually simple and very clear so makes it very easy to use.

Cons: The fact you cannot search by field names. For example, we have a field 'next rent review'. It would be very useful to be able to search this field to bring up all upcoming reviews.

Overall: It is the key to running our business in an organised manner.

Vendor Response

by Salpo on January 03, 2018

Hi Annie, Thank you for the feedback! If 'next rent review' is a custom field, you are able to filter the list criteria by this field value. In example, show me all reviews in the next week or show me all reviews completed last week. As a date field you can look at dates as today, in relation to today or between specific dates. The dates can be filtered to show less than, less than or equal to, equal to, greater than or equal to, and greater than. Please reach out to support@salpo.com if you would like to talk through this scenario further. Thanks again! Kind regards, - The Salpo Team

Salpo is an intuitive system, very easy to navigate around.

May 10, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Well thought out design. Very easy to merge records when cleansing. Useful functionality for connecting to companies house.

Cons: It can occasionally be buggy. If you are working through a list it will take you back to the main dashboard rather than where you have left off which is irritating.

Vendor Response

by Salpo on January 03, 2018

Hi Sophie, Thank you for your feedback! We are happy to advise that this bug has been resolved. This was related to our DNS server. Please do not hesitate to let us know if you encounter any issues or would like to discuss any use case scenarios! Thanks again! Kind regards, - The Salpo Team

easy software to store all our clients information

May 10, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: you can pre-load backdated info to help build a holistic picture of the client. You can also easily move between client records

Cons: having to set reminders/communication that could be automatic for example regarding payment reminders

Vendor Response

by Salpo on January 03, 2018

Hi Tess, Thank you for the feedback! We are happy to announce that we will be releasing phase one of our business rules (automation) feature in early 2018. This will help you set automated reminders. Keep an eye out for our 'What's new' newsletter to catch the most recent updates to the CRM. Thanks again! Kind regards, - The Salpo Team

Overall a good CRM software, but clunky in places

May 10, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: You can schedule your activities and faults. You can schedule reminders to remind you when you need to action a task.

Cons: It can be clunky. I would like to see an over view of my week ahead which isn't available currently.

Vendor Response

by Salpo on January 04, 2018

Hi Jemma, Thank you for your feedback! We are happy to advise that you can accomplish viewing your week's upcoming tasks using the Communications reporting page. Select to show all Scheduled Communications where you are the Participant. Then use the Date filter and Between criteria option. Marks the dates as: From: 'Today' To: 'Relative to Today,' In the Relative to Today field you can define how far in advance you would like to look. If you select '5 days after today,' you will now view the Scheduled Communications you have recorded to take place over the next 5 days. If you will use this filter regularly, I recommend saving it so you can select the filter name from the Communications filter drop-down instead of re-entering in the criteria each day. Please do not hesitate to let us know if you would like to review this functionality further! Thanks again! Kind regards, - The Salpo Team