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Banking & LendingChannel & Digital BankingCRM for Banking

Salesboom

Cloud-native CRM unifying sales, marketing and service for client-facing teams.

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Overview

Salesboom is a cloud-native CRM platform that unifies sales, marketing, and service for client-facing organizations. Its on-demand, SaaS approach supports relationship management and customer engagement across a range of industries, including financial services.

The platform provides CRM tools spanning sales, marketing, support, and quote-to-cash workflows, giving teams a single environment to manage client interactions.

Key Features

  • + Cloud-native CRM platform
  • + Unified sales, marketing and service
  • + Relationship and contact management
  • + Customer engagement workflows
  • + Quote-to-cash functionality
  • + Configurable CRM tooling

Integrations

Open APIREST API
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