--- title: "Salesbook Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Salesbook Software - reviews, pricing plans, popular comparisons to other Sales Enablement products and more." source_url: "https://www.capterra.com/p/251965/Salesbook/" page_type: "product" language: "en" --- # Salesbook Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 15, 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) Salesbook ## What is Salesbook? Salesbook is a platform that automates work of mobile sales reps boosting their effectiveness by 53%. We cover end-to-end sales channel: from meeting the customer, through CRM up to data-based decision support. Bringing automation to classic sales approach we get closer to e-commerce performance. Salesbook helps you present your offer, gather information about customer needs and generate the perfect offer. Finally, it collects all the information into CRM system and generates sales reports. ## What is Salesbook used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Reporting](https://www.capterra.com/reporting-software/)[Sales Performance Management](https://www.capterra.com/sales-performance-management-software/) Top alternative Featured Overall rating Based on 15 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial available 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 Salesbook?[Manage this product listing](https://www.g2.com/products/salesbook/claim_requests/new?auto=true) ## Salesbook Overview Updated September 2026 AI summary Salesbook equips sales, business development, and marketing teams in organizations of all sizes with tools for managing contacts, leads, and opportunities across the sales pipeline. Covering CRM, sales enablement, CPQ, and reporting, it features lead capture, proposal generation, analytics, and role-based permissions. Salesbook is accessible via cloud and desktop platforms, including Mac, Windows, iPad, and iPhone. ## 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. ### Salesbook 4.9 (15) VS. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price Contact vendor Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.9 (15) Ease Of Use 4.0 (18,145) Value For Money 4.7 (15) Value For Money 4.0 (12,831) Customer Service 4.7 (15) Customer Service 4.1 (14,063) ## Salesbook alternatives [4.3 (6,999)](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 [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars Highest Rated [4.7 (466)](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 [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,487)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) [View all alternatives](https://www.capterra.com/p/251965/Salesbook/alternatives/) ## FAQs about Salesbook Overview ### Which roles and teams benefit most from Salesbook? Salesbook is most used by sales leaders, business development teams, and marketing specialists who need to manage customer acquisition, structure presentations, and move prospects through the pipeline. Executives, project managers, and technical or analytics teams benefit from clearer reporting, smoother client interactions, and better coordination between commercial and operational workflows. Answer based on 15 reviews Overview ### What company size and industries is Salesbook built for? Salesbook is built for small business sales, management, and marketing teams, with 73% of reviewers from small businesses and Electrical/Electronic Manufacturing leading at 27%. It also serves enterprise and midsize companies at 13% each, with strong use in Renewables & Environment at 20% and Insurance at 13%. Answer based on 15 reviews Features and Usability ### What are the key features of Salesbook? Salesbook offers CRM and contact management, lead capture and lead qualification, and pipeline management for tracking opportunities. It also includes proposal generation, quotes/estimates, electronic signature, and order management. Additional features cover forecasting, KPI monitoring, reporting and analytics, calendar sync, task management, and role-based permissions. Integrations ### Which third-party tools and platforms does Salesbook integrate with? Salesbook integrates with 7 third-party tools for CRM, sales outreach, and work management, including Bitrix24, HubSpot CRM, Pipedrive, JobNimbus, monday.com AI Work Platform, Woodpecker, and lemlist. These catalog integrations cover contact management, pipeline tracking, and outbound sales workflows. Getting Started and Support ### What training and onboarding options does Salesbook offer? Salesbook 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 group learning, documentation offers written reference material, and videos provide self-paced walkthroughs for reviewing features and steps as needed. Getting Started and Support ### What customer support options does Salesbook offer? Salesbook provides email/help desk, a knowledge base, phone support, and chat. Support access is organized around self-service articles and direct contact options, giving users multiple ways to get help when setup, usage, or account questions come up. ## Features AI summary Based on 2,485 Sales Enablement reviews Capterra data shows that buyers of Sales Enablement rank the following features as their top priorities: - **Contact Management** (**55%** of reviewers rated this feature as critical) - **Contact Database** (**58%**) - **Lead Management** (**52%**) Salesbook supports all three features that reviewers rate highest: **Contact Management**, **Contact Database**, and **Lead Management**. Together, these capabilities give teams a clear view of customer information, keep prospect records organized, and help sales staff track opportunities more effectively, allowing teams to manage relationships, follow up at the right time, and move leads through the pipeline with more consistency. Contact Management 4.2 (5) 40.00% of 5 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Contact Database 4.8 (5) 40.00% of 5 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. CRM 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Third-Party Integrations 4.4 (5) 40.00% of 5 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes Reporting/Analytics 4.7 (7) 42.86% of 7 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Data Import/Export 4.7 (6) 50.00% of 6 reviewers that rated this feature as important or highly important Import and export data to and from software applications Salesbook 107 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting Integration: Integrate with a third-party accounting system - 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 - Ad hoc Query: One-off queries made on an as-needed basis - Ad hoc Reporting: Generate one-off reports that meet information requirements - 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 - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Auto-Dialer: System that automatically dials calls - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - 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 - Contract/License Management: Track, store, and access client contracts or licenses - 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 History: Access previous interactions or concerns to maintain customer relationships - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Data Visualization: Graphical representation of data - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - ERP integration: Integrate with existing ERP systems - Field Sales Management: Manage or track sales completed by field teams/employees - For Automotive Dealerships: For automotive/car dealerships - For Sales Teams/Organizations: Caters to sales teams - Forecasting: Form predictions based on past and present data/trends - Forms Management: Store, manage and track all forms in a centralized location - Goal Management: Allows employees to set and manage work or career related goals - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Guided Selling: A process designed for sellers to guide them through the entire selling process - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - 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 Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Marketing Reports: Reports specific to marketing and associated campaigns - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multiple Data Sources: Allows users to manage data from a number of sources - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Order Management: Manage and track customer orders for goods, investments, or any other purchases - 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. - 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. - Predictive Analytics: Predict future data based on historical data sets - Price and Cost Calculations: Calculate rule-based prices for a product/service - Price/Margin Management: Track and manage the profit margin between the cost of a product and its selling price. - Product Configurator: Customize the specifications of a finished product to meet the particular needs of a customer - Proposal Generation: Create proposals based on costs of labor and materials - Quota Planning: Plan target quotas that sales representatives are expected to meet within a specific period. - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - 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 - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - 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 - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Sales Onboarding & Training: Process of training new hires by providing them with sales tools and knowledge needed to complete the job - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Planning: Define sales targets and create strategies to meet goals or marketing results - 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/Automated Reports: Set a time to generate routine reports automatically - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Single Sign On: Allow users to access multiple services after entering their login credentials once - Task Management: Create, manage and track all task activities and progression - 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 - Training Management: Track employee/learner's progression through training programs - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Get Advice We can help you find the software with the features you need. Features 4.7 (15) 4.7 Based on 15 reviews ## Pricing Value for money 4.7 (15) ### Starting price Free trial available Value for money 4.7 (15) 4.7 Based on 15 reviews ## Integrations [ monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[ Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)[ JobNimbus](https://www.capterra.com/p/126797/JobNimbus/)[ lemlist](https://www.capterra.com/p/173776/lemlist/)[ Woodpecker](https://www.capterra.com/p/231767/Woodpecker/) 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 (15) 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 (15) 4.7 Based on 15 reviews ## User reviews Overall rating 4.9 Based on 15 reviews Filter by rating 5(14) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent PK Piotr K. Analytics Wholesale ### "Useful and professional CRM tool for better sales management" 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 3, 2026 Overall, Salesbook is a very useful and professional CRM tool. It helps us save time, manage clients better, improve communication, and work in a more structured way. Pros I like that Salesbook helps organize the entire sales process, keeps everything in one place, and makes daily work with clients much easier. Cons Some changes or updates can take a little longer than expected, but overall it does not significantly affect the usefulness of the platform. Switched from [Csmart CPQ](https://www.capterra.com/p/10019699/Csmart-CPQ/) CSMART was lagged and be annoying really 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. DW Dominika W. Business developer and process manager Automotive ### "Salesbook review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 May 28, 2026 Generally okay. There were a lot of calls at first due to the implementation. Then the contact wasn't that great but we still have to make changes sometime (we implemented that 6 months ago). Pros Easy to use and implement something new. You don't need to put a lot of effort to export data. They also have kinda good customer support. Cons Not really good to make your own reports, you have to export data and then change them (not with all of requirements, just ours). With complicated process (like ours) not really user-friendly. A lot of coworkers had issues with this. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) A lot of data, wanted quicker reports and implement electronic signatures. 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. AS Adrian S. Product Manager Renewables & Environment ### "Flexible CRM with Excellent 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 May 28, 2026 Our overall experience with Salesbook has been very positive. The system supports our sales activities effectively and gives us the flexibility we need in everyday work. A big advantage is the cooperation with the account manager — always professional, engaged, and knowledgeable about the industry. Communication is smooth, support is fast, and the team truly cares about customer needs. Pros What I liked most about Salesbook is its flexibility and modern approach to sales processes. The CRM is intuitive, easy to adapt to different business needs, and helps organize customer communication efficiently. I also appreciate the continuous development of the platform and the responsiveness of the support team. Cons Some advanced features require a bit of time to fully learn and configure at the beginning, especially for new users. However, the onboarding support makes the process much 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. Jakub N. IT Project Manager Insurance ### "Excellent Solution with Outstanding 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 July 29, 2025 We are extremely satisfied with Salesbook’s services. Their support team is always very fast and excellent in resolving any issues or questions we have. Thanks to Salesbook, our sales processes are more efficient and our recruitment pipeline is much easier to manage. I can confidently recommend Salesbook Pros What I liked most about Salesbook is how simple and intuitive their tools are to use. It makes managing sales effortless. The system is very user-friendly, yet powerful enough to cover all our needs. Cons Honestly, there’s very little to dislike. If anything.. :)I would like to see even more integrations in the future, but the current features already work perfectly for us. 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. PW Paula W. Customer Service Specialist Real Estate ### "Reliable and Easy-to-Use Sales Tool" 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 9/10 July 28, 2025 My overall experience with Salesbook has been very positive. The platform is user-friendly, adaptable to our needs, and makes managing sales much easier. Support is responsive, and improvements are implemented quickly. It’s a reliable tool that really helps in everyday work. Pros What I like most about Salesbook is how easily it can be customized to fit our processes. Any feedback or issues we report are handled quickly and efficiently. Big plus for the intuitive interface and great technical support. Cons Occasionally, some advanced features require a bit of a learning curve. It would also be helpful to have more in-app guidance for new users. 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. HB Hubert B. Director Consumer Goods ### "Salesbook - " 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 9/10 July 25, 2025 "We have been using Salesbook for over 5 years, and it has become our main system for managing and evaluating the work of our sales team. It provides in-depth analytics, supports data-driven decision-making, and helps us maintain a high level of efficiency and transparency across our sales processes. Salesbook is a key tool in our daily operations and continues to evolve to meet our growing needs." Pros What I like most about salesbook is the possibility of modification and reports from the application Cons The areas that still need improvement in the Salesbook CRM system are the performance of the back office and the speed of the reporting database 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. Rozaliia B. Project Manager Electrical/Electronic Manufacturing ### "Supportive and Positive Work Experience" 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 July 23, 2025 My overall experience has been very positive. Salesbook is a professional, reliable tool that helped me achieve my goals more effectively. I always felt well taken care of thanks to their outstanding customer support. Pros I really appreciate the support provided by the team. Their responsiveness and willingness to help made a big difference in my work experience. Cons There’s very little to complain about. Occasionally, I needed more time to get used to some features, but the support team helped me every step of the way. 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. PS Pawel S. Kierownik dzialu technicznego Electrical/Electronic Manufacturing ### "Awesome CRM" 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 December 13, 2023 Pros The salesbook is simple, clear and pleasant to use Cons I like everything, it's hard to point out any defects. 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. AN Anonymous User Specialist Renewables & Environment ### "Pretty good " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 November 9, 2023 Pros Plates that can be moved in database, how data is presented, Cons its a littlebit slow, exported raports are downloaded slowly. 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. PT Patrycja T. CEO Environmental Services ### "Generally is OK" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 March 21, 2023 Pros This is some kind of support which is easy for learn Cons I think taht the prices should be better. Reasons for choosing Salesbook Because it was good product in that time 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. [View all Reviews](https://www.capterra.com/p/251965/Salesbook/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.