Salestree® is a Smarter / Faster / Better CRM for B2C Sales and Service Teams


High-touch Sales and Service

Traditional CRM vendors created their systems to serve the Business-to-Business (B2B) market and then some of those vendors adapted their solutions for Business-to-Consumer (B2C) organizations. In our experience, we find these adaptations result in overly complex systems that are difficult to learn, expensive to customize, and risky to implement. To address these challenges we developed Salestree - a modern CRM application designed specifically for high-touch B2C industries such as Financial Services, Real Estate, High-Tech / Telecom, Entertainment, and Luxury products.

Convert Contacts into Clients

DELIGHT THEM WITH A FRESH APPROACH TO B2C CRM

CONNECT

Capture, clean, enhance, and aggregate prospect and client data. Integrate apps and services. Distribute leads and tasks to maximize sales and satisfaction.

REACT

Respond to opportunities using a fast, easy-to-use application designed for phones, tablets, and desktops. Track contact activities and schedule follow‑ups.

MONITOR

Learn how to improve the performance of your contact data sources, sales reps and service teams with super‑intuitive, interactive visualizations and charts.

Lists + Smarts = Feature Bliss

Seeds

This is what we call early-stage prospects. Seed lists maximize data insights to help you grow contacts into clients.

Leads

These are the handraisers. They've shown interest and you are in pitch mode. Prioritize opportunities and get to the close.

Deals

Always be closing! These are the folks who need some help before buying in. Robust profiles provide deep insights.

Alerts

Clients are bound to have issues, and we help you avoid or resolve them as quickly as possible. Build loyalty.

Filters

Intelligently weed out invalid or duplicate seeds, leads, or alerts. Save time and prioritize your work to max out performance.

Territories

Distribute postal territories to your team for smart data distribution based on past or future sales performance.

Billing

Manage your own data marketplace. Buy and sell, create pricing and transfer rules for seeds, leads, and alerts.

Profiles

Inbound data is cleaned and aggregated into a contact database. Build robust prospect and client profiles.

Reminders

Add contact reminders to your calendar. Reminders stay current until you mark them done ‐ keeping you focused.

Follow-ups

Schedule agreed-upon times to follow-up with your prospects and clients. Never miss a chance to connect.

Appointments

Track your in-person meetings. Get driving directions and metrics on appointment booking and conversions.

Finder

Quickly find contacts and identify segments to target with marketing or sales activities. Share lists with collaborators.

Emails

Trigger emails to contacts based on smart rules. Integrates with SendGrid template creation and delivery service.

Permissions

Manage marketing permissions such as Do-Not-Contact and Unsubscribe. Integrate with National DNC.

Devices

Use the same App on your mobile, tablet or desktop device. Easy to customize using modern web technologies.

Integrations

Use our one-click integrations or connect your internal and 3rd-party applications with our modern RESTful API.

And many more!

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