Salesbook

Salesbook is a software platform that combines a sales application, a customer relationship system and customer service tools. It was created by a team that had spent over ten years delivering mobile IT projects for clients around the world, and venture capital funds later backed its growth.

What Salesbook offers

• Sales app — works on any device and lets users present, produce offers, sign documents and send meeting summaries.
• CRM — customer databases, sales pipelines, automation, forecasting and reporting.
• Customer service — ticket management, workflows and a knowledge base for after-sales work.
• AI features — tools named Pulse AI, Echo AI, AI Assistant and OCR AI that support daily work.
• No-code builders — ready modules that can be adapted to a company's processes without programming.

Who it works with

Salespeople, managers and customer service teams in companies of varied industries.

Key facts

• Signatures: electronic and biometric signing for proposals and agreements
• Coverage: lead capture through to post-sale support in one system