SalesWizard CRM logo

SalesWizard CRM

by 4B Systems · Since 2020
No reviews yet
ActiveAvailable globallyCloudOn-premise
Quick facts
Vendor4B Systems
Year launched2020
StatusActive
Location4B Systems al. Solidarity 117/207 00-140 Warsaw NIP: 5751887093
Countries servedGlobal
Languages2
Integrations4+
Free tier
Free trial
Contact sales

About SalesWizard CRM

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SalesWizard CRM is a comprehensive CRM software designed to help businesses effectively manage their customer relationships. One of its standout features is its customizable dashboard, which allows users to tailor their view to suit their specific needs. This enhances usability and efficiency, enabling users to quickly access important data and metrics. The user interface of SalesWizard CRM is intuitive and easy to navigate, making it accessible for users of all levels of expertise. The design is clean and modern, with a focus on functionality. Key features are prominently displayed, and users can easily find the tools they need to streamline their sales processes. What sets SalesWizard CRM apart from its competitors is its robust set of core functionalities. The software offers advanced analytics and reporting capabilities, allowing users to track key metrics and gain valuable insights into their sales performance. Additionally, SalesWizard CRM integrates seamlessly with other tools and platforms, making it a versatile solution for businesses of all sizes. In terms of performance, SalesWizard CRM excels in speed and efficiency, even when managing large datasets or complex operations.

Pros & Cons

What users like
  • +Comprehensive Features: Offers a wide range of tools for lead management, sales automation, and customer communication.
  • +AI Integration: Utilizes OpenAI's language model to automate responses and build AI communication channels.
  • +Multi-Channel Communication: Supports email, SMS, and WhatsApp Business for customer interactions.
  • +Customizable Sales Funnels: Allows the creation of tailored sales funnels to suit business processes
What users flag
  • Learning Curve: New users may require time to familiarize themselves with the platform's features.
  • Pricing: Higher-tier plans may be considered expensive for small businesses.

Features

Key features

Lead Management
Capture and manage leads from various sources, including Facebook Ads, Google Ads, and LinkedIn, directly within the CRM.
Sales Funnels
Create and manage customized sales funnels to track and optimize the sales process.
Automation
Automate repetitive tasks such as sending emails, SMS, and WhatsApp messages to improve efficiency.
Email Integration
Send and receive emails within the CRM, with support for templates and automation.
SMS Integration
Send SMS messages directly from the CRM, with customizable templates and automation.

Additional features

WhatsApp Business Integration
Integrate WhatsApp Business to communicate with customers and automate responses using AI.
Online Quoting
Generate and send personalized online quotes to customers, with the ability to accept offers electronically.
Electronic Signatures
Integrate with Autenti to enable customers to sign contracts electronically.
Product Catalog
Maintain an internal store to manage products and services, which can be used in quotes and orders.
Task & Project Management
Create tasks and projects, assign them to team members, and track progress.
Reporting & Analytics
Generate reports to analyze sales performance and customer interactions.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
2
Interface languages
1
Billing currencies

Interface languages

EnglishPolish

Billing currencies

🇵🇱PLN

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