---
title: "Boxxstep BRM  Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Boxxstep BRM  Software - reviews, pricing plans, popular comparisons to other Contact Management products and more."
source_url: "https://www.capterra.com/p/166291/Boxxstep-BRM/"
page_type: "product"
language: "en"
---

# 

 Boxxstep BRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 16, 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)

Boxxstep BRM

## What is Boxxstep BRM ?

Boxxstep is a salesplatform that aligns selling with buying. Not sure what that means?? Well selling is now more about people management than it is opportunity management, and the buying experience is a key differentiator. Salespeople need to know more and do more than ever before. Boxxstep enables you to do this in three ways Engage - Manage the intangibles of the deal including Relationship Mapping Collaborate - Mutual Action Plans Review - Win/Loss feedback

## What is Boxxstep BRM used for?

[Contact Management](https://www.capterra.com/contact-management-software/)[Sales Enablement](https://www.capterra.com/sales-enablement-software/)

Top alternative

Featured

Overall rating

Based on 3 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$78

Per User, Per Year

Free trial  
available

Includes Free Version

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 Boxxstep BRM ?[Manage this product listing](https://www.g2.com/products/boxxstep-brm/claim_requests/new?auto=true)

## Boxxstep BRM Overview

Updated September 2026

AI summary

Boxxstep BRM offers sales enablement and contact management capabilities designed for businesses of all sizes, from small companies to large enterprises. It provides CRM integration, collaboration tools, and meeting and performance management, with additional features for goal and opportunity management. Deployed via cloud, SaaS, or web, it supports organizations aiming to optimize sales processes and team coordination.

## 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.

### Boxxstep BRM

5.0 (3)

VS.

[4.4 (18,808)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting Price

$78

Per User, Per Year

Starting Price

$25

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.7 (3)

Ease Of Use

4.0 (18,143)

Value For Money

5.0 (3)

Value For Money

4.0 (12,829)

Customer Service

4.7 (3)

Customer Service

4.1 (14,061)

## Boxxstep BRM alternatives

[4.3 (6,996)](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

[4.5 (506)](https://www.capterra.com/p/214215/HubSpot-SalesHub/reviews/)

Starting price

$15.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.2 (1,005)](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

[4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

## FAQs about Boxxstep BRM

Overview

### What company size and specific industries is Boxxstep BRM built for?

Boxxstep BRM is designed for sales teams in any sector that handle enterprise or complex sales. It is best suited to organizations managing deals with six or more contacts and sales cycles lasting three months or longer, regardless of company size.

Features and Usability

### What are the key features of Boxxstep BRM ?

Boxxstep BRM includes CRM and CRM integration, along with contact database and contact management for storing customer records. It offers lead management, opportunity management, interaction tracking, and meeting management for sales activity. Calendar sync, collaboration tools, workflow management, reporting, forecasting, and goal management support team coordination and performance tracking.

Integrations

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

Boxxstep BRM connects natively to Salesforce Sales Cloud.

Getting Started and Support

### What training and onboarding options does Boxxstep BRM offer?

Boxxstep BRM offers live online training and documentation to help teams get started. Live online sessions provide guided instruction and direct support from trainers, while documentation gives users written reference material for setup, features, and ongoing use.

Getting Started and Support

### What customer support options does Boxxstep BRM offer?

Boxxstep BRM provides email/help desk, FAQ/forum, and chat support. No reviewer feedback about support experience is available in the catalog, so user impressions of response times, helpfulness, or common frustrations cannot be summarized here.

## Features

AI summary

Based on 2,485 Contact Management reviews

Capterra data shows that buyers of sales enablement software rank the following features as their top priorities:

-   **Contact Management** (**55%** of reviewers rated this feature as critical)
-   **Contact Database** (**58%**)
-   **Lead Management** (**52%**)

Boxxstep BRM supports all three of the features reviewers value most: **Contact Management**, **Contact Database**, and **Lead Management**. Together, these capabilities help businesses keep customer information organized, maintain a reliable source of contact data, and track leads through the sales process, allowing teams to follow up more effectively and manage pipeline activity with greater consistency.

Collaboration Tools

Provides a channel for team members to share AI models, media files, communicate, and work together

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

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

CRM Integration

Integration with third-party CRM systems

Data Import/Export

Import and export data to and from software applications

Boxxstep BRM 16 features

### All Features
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- 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
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- CRM Integration: Integration with third-party CRM systems
- Data Import/Export: Import and export data to and from software applications
- Goal Management: Allows employees to set and manage work or career related goals
- Interaction Tracking: Track interaction history by documenting conversations for contacts
- Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process
- Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation
- Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue
- Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems
- Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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Features

5.0 (3)

5.0

Based on 3 reviews

## Pricing

Value for money

5.0 (3)

Free Trial

Free Version

Basic

$78.00

Per User,Per Year

Value for money

5.0 (3)

5.0

Based on 3 reviews

## Integrations

[

Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

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

4.7 (3)

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

4.7 (3)

4.7

Based on 3 reviews

## User reviews

Overall rating

5.0

Based on 3 reviews

Filter by rating

5(3)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

Jeff P.

Vice President - Sales & Business Development

Information Technology and Services

### "Game changer for increasing value based selling!"

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

January 30, 2020

Pros

Allows teams to document and review complex sales cycles and ensure that the "art of selling" is tempted with rigor and review to provide an optimal outcome - Its not about dumbing down passion and momentum, its about creating an environment that guides and ensures sales people are "seeing around corners" and joining "gut feel" with process, structure and control. Super easy to deploy, train and use.

Cons

No obvious disadvantages that we have found.

Review source

Vendor Referred: This reviewer was invited by the software vendor to submit an honest review.

AP

Andy P.

Business Development Director EMEA

Information Technology and Services

### "Does what CRM doesn't - Supports the Sales Manager collect the right intelligence to maximize win %"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

August 16, 2017

Help in asking better questions and the right questions. Better qualification of opportunities and close-date forecasting.

Pros

CRM systems today are tools for opportunity status tracking and forecasting but they don't help the sales representatives through the intricacies and "art" of the sales process. Boxxstep is the first solution on the market that looks at each opportunity through the lens of a sales methodology and provides the sales representative with the all questions s/he needs to ask and all the information that needs to be collected to maximize his/her visibility on all the key business drivers and decision-criteria that an organization considers before awarding a deal. With this information, the rep is better placed to create a truly customer-focused value propositions with better opportunity qualification and close-date forecasting as well as reducing the likelihood of their opportunities "going-dark" or being blind-sided by a competitor. This is in addition to detailed organization, internal relationships, roles & politics mapping. Add in "Next Step" and "Task Management" and you have an end-to-end sales process tool which allows the sales rep to manage multiple opportunities in parallel but to never forget the status or next steps required of each.

Cons

At the moment the only limitation I can see is having to duplicate the creation of opportunities, accounts and contacts in both BoxxStep and your CRM system which can be a little frustrating when you have to do it twice.

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.

Response from Vendor

August 16, 2017

Thank you for your review Andy. Hopefully you will have used the Import functionality when you set up the account, this saves a lot of time when getting started. We've minimised the amount of data that is duplicated from a CRM solution to make administration easier but appreciate that any duplication is a little extra work, but it looks like you've seen the benefits. We will be integrating with some of the major CRMs over the coming months but with over 200 on the market it will be impossible to address all of them.

JS

Jonathan S.

Group Vice President and Managing Director EMEA

### "Managing Director of a NASDAQ listed technology company"

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

0/10

August 16, 2017

Pros

I use the product extensively for my reviews of the account management team. It allows me to see the engagement and plans for revenue growth

Cons

I would like integration in to SFDC, though I understand that this is coming. It would be great to see the road map for the product over the coming year.

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.

Response from Vendor

August 16, 2017

Thank you for taking the time to review the platform Jonathan and we are delighted that its helping you manage your sales opportunities more effectively. In terms of integration with Salesforce watch this space as we're already planning it.

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