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Banking & Lending › Channel & Digital Banking › CRM 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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