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SalesWizard CRM

SalesWizard CRM provides an integrated solution that streamlines business processes through its comprehensive suite designed for automating sales and customer s...

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SalesWizard CRM provides an integrated solution that streamlines business processes through its comprehensive suite designed for automating sales and customer s...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

SalesWizard CRM provides an integrated solution that streamlines business processes through its comprehensive suite designed for automating sales and customer service tasks. Although newcomers may need some time to get accustomed to the system, its extensive features—from capturing leads to managing electronic contracts—position it as an excellent option for companies seeking a cohesive and effective platform.

Product Details

What Is SalesWizard CRM?

SalesWizard CRM caters to small and medium-sized businesses that seek to streamline their operations by integrating lead management, customer support, and sales automation into one comprehensive dashboard. This platform effectively addresses communication issues and enhances process efficiency through features such as an integrated product catalog for online quotations and a projects module that aids in managing post-sale tasks. This ensures a seamless workflow from the first contact to the completion of projects, making it a reliable option for professionals across various industries.

SalesWizard CRM Pricing

The pricing structure for SalesWizard CRM is as follows:

  • Free Plan: PLN 0.00

  • Standard Plan: PLN 69.00/month/user

  • Premium Plan: PLN 89.00/month/user

  • Master Plan: zł net159,00/month/user

Contact us for a tailored SalesWizard CRM price quote for your business today!

Please note: The pricing may vary.

SalesWizard CRM Integrations

The vendor has not provided details on third-party integrations. Consider exploring a SalesWizard CRM demo to discover more about its features.

Who Is SalesWizard CRM For?

This software is well-suited for various industries, including:

  • Marketing agencies

  • RES and installation services

  • Law firms

  • Insurance companies

  • Financial institutions

Is SalesWizard CRM Right For You?

SalesWizard CRM is particularly advantageous for service-oriented small and medium businesses aiming to consolidate their operational tools into a cohesive platform. Its notable strength lies in comprehensive process management, smoothly guiding users from lead acquisition and automated quoting to electronic signing and project completion. The features of SalesWizard CRM provide a forward-thinking solution for businesses that wish to scale their operations effectively.

If you still have questions about SalesWizard, reach out to our customer support team at info@softwareseekers.com for more assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✔ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
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✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✘ task management
✘ accounts payable
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✘ customer support
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✘ donor management
✘ event management
✘ expense tracking
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✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
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✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✘ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
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✘ customer management
✔ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
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✘ reporting analytics
✘ resource allocation
✔ workflow automation
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✘ inventory management
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✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✘ customer segmentation
✘ membership management
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✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
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✘ multi currency support
✔ opportunity management
✘ performance management
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✘ analytics and reporting
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✘ customer servicesupport
✘ customizable dashboards
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✘ registration management
✘ reporting and analytics
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✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
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✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
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✘ crm for content management
✘ crm for financial advisors
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✘ crm for project management
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✘ customer support ticketing
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✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
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✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
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✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
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✘ delivery planning and scheduling
✔ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Effective management of leads, funnels, and contact workflows
  • ✔ Flexible and responsive development team
  • ✔ Automation features save time and improve focus on quality leads

Cons

  • ✘ Customization is needed to fully match specific workflows
  • ✘ Documentation can be more in-depth for quick problem-solving

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

The platform provides support through form submission, email, phone, and FAQs.

The typical users include professionals working in marketing agencies, law firms, installation companies, insurance, and finance sectors.

The official website does not provide specific information about integrations for SalesWizard CRM.

Information regarding the availability of the vendor’s API has not been provided.

Yes, the software offers a dedicated mobile app.

The platform supports multiple languages which include English, Polish, French, and German.

The SalesWizard CRM pricing plans include Free Plan at PLN 0.00, Standard Plan at PLN 69.00/user/month, Premium Plan at PLN 89.00/user/month, and Master Plan at zł net159,00/user/month. Reach out for a personalized SalesWizard CRM pricing quote.