One Size Does Not Fit All
Traditional CRM vendors expect you to fit your business into their system. Not suprisingly, buyers of traditional CRM report customization and integration as their greatest challenges. These efforts are typically risky, costly, and time-consuming. Salestree applies Lean and Agile thinking to CRM, delivering a platform that can be easily and affordably molded to fit your growing business using modern web technologies - so the same tools that you or your agency partners use to manage your web site can be used to customize your CRM, including integration with other apps and services.
Stop Annoying Your Customers
DELIGHT THEM WITH A FRESH (AND LEAN) APPROACH TO CRM
Capture, clean, enhance, and aggregate customer data. Integrate apps and services. Distribute leads and tasks to maximize sales and customer satisfaction.
Respond to customer needs using a fast, easy-to-use web application designed for phones, tablets, and desktops. Track contact activities and schedule follow‑ups.
Learn how to improve the performance of your customer data sources, sales reps and service teams with super‑intuitive, interactive visualizations and charts.
Lists + Smarts = Feature Bliss
This is what we call early-stage prospects. Seed lists maximize data insights to help you grow contacts into customers.
These are the handraisers. They've shown interest and you are in pitch mode. Prioritize opportunities and get to the close.
Always be closing! These are the folks who need some help before buying in. Robust profiles provide deep insights.
Customers are bound to have issues, and we help you avoid or resolve them as quickly as possible. Build loyalty.
Intelligently weed out invalid or duplicate seeds, leads, or alerts. Save time and prioritize your work to max out performance.
Distribute postal territories to your team for smart data distribution based on past or future sales performance.
Manage your own data marketplace. Buy and sell, create pricing and transfer rules for seeds, leads, and alerts.
Inbound data is cleaned and aggregated into a contact database. Build robust prospect and customer profiles.
Add contact reminders to your calendar. Reminders stay current until you mark them done ‐ keeping you focused.
Schedule agreed-upon times to follow-up with your prospects and customers. Never miss a chance to connect.
Track your in-person meetings. Get driving directions and metrics on appointment booking and conversions.
Quickly find contacts and identify segments to target with marketing or sales activities. Share lists with collaborators.
Trigger emails to contacts based on smart rules. Integrates with SendGrid template creation and delivery service.
Manage marketing permissions such as Do-Not-Contact and Unsubscribe. Integrate with National DNC.
Use the same App on your mobile, tablet or desktop device. Easy to customize using modern web technologies.
Use our one-click integrations or connect your internal and 3rd-party applications with our modern RESTful API.
And many more!
Pricing Plans that Fit Your Business
The FREE Public Beta is coming soon...
- 1-5 Users
- 2 GB storage
- Public Cloud
- Basic Features
- Community Support
- 1-100 Users
- 20 GB storage
- Public Cloud
- Premium Features
- Premium Support
- 100+ Users
- 20+ GB storage
- Private Cloud
- Customized Features
- Enterprise SLA
Want to Partner? We would love to discuss opportunities to integrate Salestree with your app or service.