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Salesboom

salesboom.com

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Spec score 8.6 #1 of 35 in Banking CRM Software

What it is

Salesboom is a paid CRM available on the web, iOS, and Android. Its listed capabilities include a visual sales pipeline, email synchronization, marketing automation, AI features, and a mobile app. Plan limits vary: Solo supports one user and 25 MB of storage; Team supports up to 50 users and 50 MB per user. Professional and Enterprise allow unlimited users, with 75 MB and 150 MB per user respectively. Solo costs $249 a year, billed annually, and Team costs $200 a year, billed annually. Professional costs $40 a month, billed monthly; Enterprise costs $75 a month, billed monthly. Salesboom offers a 30-day trial but no free plan. The maker was founded in 2003 and is headquartered in Halifax, Nova Scotia, Canada.

Spec sheet

Free plan
NoRead 23 Sep 2026 · salesboom.com
API
The Web Services API uses authenticated CRUD, list, query, related-record and record-existence operations for CRM objects.Read 15 Oct 2026 · salesboom.com
Compliance
The company says its platform includes GDPR and CCPA tools, data-residency options, data-processing agreements and retention policies.Read 15 Oct 2026 · salesboom.com
Headquarters
Halifax, Nova Scotia, CanadaRead 28 Sep 2026 · salesboom.com
Founded
2003Read 28 Sep 2026 · salesboom.com
AI features
YesRead 23 Sep 2026 · salesboom.com
Analytics
The CRM includes configurable reports, dashboards, forecasting, pipeline coverage analysis and quota tracking.Read 15 Oct 2026 · salesboom.com
API authentication
API access authenticates through a Salesboom JSON API endpoint and returns a session token for subsequent calls.Read 15 Oct 2026 · salesboom.com
API development
Salesboom documents sandbox testing, custom fields, custom API calls and internal or vendor-supported integration development.Read 15 Oct 2026 · salesboom.com
Availability SLA
A Salesboom security datasheet states a 99.8% uptime guarantee supported by clustered servers, multiple data centers and failover.Read 15 Oct 2026 · salesboom.com
Company founded
LinkedIn lists the founding year as 2002.Read 15 Oct 2026 · linkedin.com
Company founders
Crunchbase identifies Troy Muise as CEO/co-founder and Rami Hamodah as president/co-founder.Read 15 Oct 2026 · crunchbase.com
Company headquarters
LinkedIn lists headquarters at Halifax, Nova Scotia, Canada.Read 15 Oct 2026 · linkedin.com
Company legal name
Crunchbase lists the legal name as Salesboom, Inc.Read 15 Oct 2026 · crunchbase.com
Company size
LinkedIn lists 201–500 employees, while Crunchbase lists a 101–250 headcount range.Read 15 Oct 2026 · linkedin.com
Customer service
Professional and Enterprise editions include case management, automatic assignment and escalation workflows, and a knowledge base.Read 15 Oct 2026 · salesboom.com
Documentation and support
Salesboom says its API is fully documented and offers developer support, training and professional-services integration help.Read 15 Oct 2026 · salesboom.com
Email sync
YesRead 23 Sep 2026 · salesboom.com
Free trial
YesRead 23 Sep 2026 · salesboom.com
Limit: feature depth for large enterprises
A G2 reviewer said the feature set was insufficient for large-company needs despite working well for smaller firms.Read 15 Oct 2026 · g2.com
Limit: language and regional availability
A G2 reviewer reported limited language support and that some updated functions were unavailable in their country.Read 15 Oct 2026 · g2.com
Marketing automation
Marketing capabilities include campaign management, drip marketing, bulk email and email templates.Read 15 Oct 2026 · salesboom.com
Mobile app
YesRead 23 Sep 2026 · salesboom.com
Offline edition
Salesboom describes an offline edition that runs through a browser and synchronizes changes with the online platform through its API.Read 15 Oct 2026 · salesboom.com
Open source
NoRead 23 Sep 2026 · salesboom.com
Other connectors
Salesboom lists connectors for Oracle ERP, SAP ERP, Office, call-center platforms, self-service portals and supply-chain systems.Read 15 Oct 2026 · salesboom.com
Outlook integration
Outlook integration synchronizes email, calendar, tasks and contacts and can create CRM records from Outlook.Read 15 Oct 2026 · salesboom.com
Ownership
Salesboom’s own about page says it is privately owned and headquartered in Halifax, with offices in Toronto and Vancouver.Read 15 Oct 2026 · salesboom.com
Praise: affordability and setup
Trustpilot reviewers describe the interface as uncluttered, setup as quick, importing as easy and pricing as affordable.Read 15 Oct 2026 · trustpilot.com
Praise: onboarding and support
Trustpilot reviewers praise data import, customization, user training and responsive after-sale support.Read 15 Oct 2026 · trustpilot.com
Praise: usability and reporting
G2 reviewers repeatedly describe the interface as easy to navigate and praise report quality and dashboards.Read 15 Oct 2026 · g2.com
Product purpose
Salesboom is a cloud CRM platform combining sales, marketing, customer service, ERP and communication functions.Read 15 Oct 2026 · salesboom.com
QuickBooks integration
QuickBooks integration synchronizes invoices, customer and vendor data, payments, products and financial reporting in both directions.Read 15 Oct 2026 · salesboom.com
Quoting and billing
Salesboom supports product catalogs, quote templates, electronic signatures, quote-to-order-to-invoice conversion and payment tracking.Read 15 Oct 2026 · salesboom.com
Rating on Capterra
4.3 out of 5 from 37 reviewsRead 15 Oct 2026 · capterra.es
Rating on G2
4.5 out of 5 from 24 reviewsRead 15 Oct 2026 · g2.com
Rating on Software Advice
4.3 out of 5 from 37 reviewsRead 15 Oct 2026 · softwareadvice.com
Rating on Trustpilot
4.0 out of 5 from 3 reviewsRead 15 Oct 2026 · trustpilot.com
Rating on TrustRadius
8.5 out of 10 from 2 reviewsRead 15 Oct 2026 · trustradius.com
Sales automation
The platform provides lead, account, contact, opportunity, pipeline, task and activity management.Read 15 Oct 2026 · g2.com
Security controls
Salesboom states that it provides encryption in transit and at rest, optional MFA, IP restrictions, role permissions, audit trails and daily backups.Read 15 Oct 2026 · salesboom.com
Self-hosting
The CRM Appliance runs the Enterprise feature set on customer infrastructure and is delivered pre-installed and pre-configured.Read 15 Oct 2026 · salesboom.com
System hardware
The appliance specification lists a 2.8GHz Intel Pentium 4, 512MB DDR memory and a 146GB 10K RPM SCSI drive.Read 15 Oct 2026 · salesboom.com
Visual sales pipeline
YesRead 23 Sep 2026 · salesboom.com

Plans and prices

Solo $249 a year billed annually Maximum 1 user · 25 MB storage Read 23 Sep 2026 · salesboom.com
Team $200 a year billed annually Up to 50 users · 50 MB per user storage Read 23 Sep 2026 · salesboom.com
Professional $40 a month billed monthly Unlimited users · 75 MB per user storage Read 23 Sep 2026 · salesboom.com
Enterprise $75 a month billed monthly Unlimited users · 150 MB per user storage Read 23 Sep 2026 · salesboom.com
Team Edition $14 a month per user/month leads, accounts and contacts · task/event/document management · Outlook/Gmail integration · mobile access · basic reporting Read 15 Oct 2026 · salesboom.com
Professional Edition $45 a month per user/month Team features · campaign management · drip marketing · quote management · AI workflow automation · case management · knowledge base Read 15 Oct 2026 · salesboom.com
Enterprise Edition $95 a month per user/month Professional features · advanced security · priority support · custom API integrations · advanced analytics · territory management · sandbox environment Read 15 Oct 2026 · salesboom.com
Solo Edition $249 a year annual maximum 1 user · 25MB storage/user · lead, account and contact management · opportunity tracking · email integration · reporting Read 15 Oct 2026 · salesboom.com
CRM Appliance Standard $11,999, paid once includes 50 users for one year on-premise appliance · full Enterprise feature set · additional user licenses $82/user/year Read 15 Oct 2026 · salesboom.com

Every Salesboom plan and price →

Strong points and limits

Strong points

  • Available on web, iOS, and Android.
  • Includes a visual sales pipeline.
  • Email sync and marketing automation are listed.
  • A 30-day trial is available.

Limits

  • There is no free plan.
  • Solo is limited to one user.
  • Solo includes 25 MB of storage.
  • Professional costs $40 a month.

Who it suits

Salesboom may suit individuals or teams seeking a CRM with a visual pipeline, email sync, marketing automation, and mobile access. The listed plans range from one user to unlimited users, with different storage allowances.

Verdict

Salesboom lists CRM capabilities across web and mobile, with plans distinguished by user limits, storage, and billing terms. Review those limits and prices alongside the 30-day trial before choosing a plan.

Where Specifiction places it

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