Saleoid

About Saleoid

Deep Dive with Clara AI

Saleoid was built to solve a common problem. Most businesses must choose between a basic CRM that cannot manage their full workflow or an expensive all-in-one suite that feels complex and overpriced. Growing teams need one connected system where customer interactions, documents, messages, invoices, and campaigns stay linked in a single place. Saleoid connects the entire revenue journey, from lead generation to closing deals, marketing, and billing. Instead of scattered files, email threads, and disconnected tools, everything is organized under each client record. Teams can request documents, automate reminders, and reduce manual follow-ups. Saleoid eliminates tool overload by unifying sales, marketing, billing, and document management. It supports automation, modular add-ons, and multi-company management without forcing costly upgrades. Pricing starts at $5/month (2-year plan), letting businesses add features only when needed. With flexible plans, a 15-day risk-free trial, and onboarding support, Saleoid offers a simpler, scalable alternative to complex CRM suites.

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Pricing

Free Trial Available
Starts at $5.00.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

89%
Reviews

60%
Momentum

60%
Popularity

66%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

Medium Business
Small Business
Freelancers
Individuals

API Support

Available

Modes of Support

24/7 (Live rep), Business Hours

Saleoid Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

89%

Unique Features

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

Customization

Helps to customize the system for use in industry-specific use cases

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Referral Tracking

Track and manage your referred customers.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management Features

Shared Contacts

Facilitates keeping shared phone list/book with a different team or with specific user groups

Search and Filter

Provides with advance and efficient search/ filter tools to get more refined findings or results

Prospecting Tools

Provides tools to help spotting prospects or potential customers and convert them into actual buyers

Group Management

Helps to create multiple group types for managing a set of common records

Customer Pipeline

Helps to manage sales and business prospects and boosting them down the sales funnel

Contact Import-Export

Helps to input and share important contacts from the application with others

Contact History

Helps to store and logging all types of important contacts and reveals the time and duration as well

Activity Management

Helps to organize and prioritize the tasks and activities of the team to enhance productivity

Email Marketing

Helps to do email marketing and customizes emails to make a good impression to audiences

Appointment Management

Helps to manage patient-doctor appointments in an orderly manner

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Marketing Automation Features

Lead Nurturing

Timely following up with your leads in order to convert them into a prospective customer.

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Landing Pages

Enables you to create an attractive platform where your subscribers will be directed to upon clicking on a link in the email

Email Drip Campaigns

An email drip campaign helps you automatically send a series of emails at regular intervals.

Channel Management

It is the process that assists businesses to develop various marketing strategies and techniques in order to reach out to the potential customer base as much as possible.

Campaign Segmentation

A feature that helps to acquire more leads by evaluating anonymous website visitors along with their buying needs, preferences, and loyalty.

Analytics (ROI Tracking)

ROI (Return on Investment) evaluates the profitability of your expenditure on a marketing program and identifies the most effective campaigns to drive revenue.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Website Visitor Tracking

This feature allows you to analyze and understand the behavior of your website visitors.

Multivariate Testing

Allows testing different variations of multiple webpage elements to find the best one among them

Sales Engagement Features

Sales Activity Automation

Allows sales executives to set up and send follow up messages to the customers automatically.

Team Management

Ensures all the members of the sales teams satisfy clients by upgrading activities and answering questions in real-time.

Performance Analytics (Sales)

Sales managers can track and monitor the performance of sales teams to eliminate errors or enhance performance.

Workflow Management

Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization

Content Management

Helps you to create and customize your contents to make user and SEO friendly

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Call Recording

Facility to record calls with a set of conditions and compliance

Email/Call Sequencing

Arranges email and call lists into different segments or sequences that maintain data in a systematic manner.

CRM Integration

Automatically sends and receives the relevant information to the CRM Software that helps in time management

Call List Management

Maintains a systematic order of all the important phone numbers of clients.

Inbox Integration

Integrates with your email inbox and assembles all the sales activities into one unified place.

Email Automation

Automates the emailing process by sending out targeted messages to clients based on time and specific actions.

Call Monitoring

Allows you listen to all inbound and outbound calls.

SMS Marketing Features

Bulk SMS Campaigns

Send promotional or transactional messages at scale

Message Scheduling

Set future delivery times for messages

Content Personalization

Allows dynamic content targeting based on audience data

Multi-language Support

Available in multiple languages to support global customers

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Two-way Messaging

Enables recipients to respond and interact

CRM Integration

Automatically sends and receives the relevant information to the CRM Software that helps in time management

Geo Targeting

Targeting based on location, city, timezone, and country

URL Shortening

Enables you to convert any long URL to an extremely short link

Document Management Features

File Recovery

Helps in recovering lost, inaccessible, damaged or deleted files from a hard drive or disk

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Optical Character Recognition - OCR

Helps in converting scanned paper documents into editable files

Offline Access

Allows users to access files and documents in offline mode

File Type Conversion

Helps in converting one file type into another without compromising the data quality and visibility

Document Retention

Helps in deleting automatically confidential files at a certain point of time, transfer file to new folders or to specified people to avoid misuse of vital information

Document Indexing

Allows tagging documents with separate search-friendly terms to make them easily accessible.

Document Assembly

Helps in creating a document on an automated basis

Document Archiving

Helps in storing documents which have become obsolete but is important as historical data

Compliance Tracking

Helps in tracking and monitoring and auditing all the regulatory compliance requirements

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Version Control

It gives the team the ability to recall specific versions of a document, code, content, file, or folder that records changes over time.

Appointment Scheduling Features

Online Scheduling

Helps in automating and monitoring the scheduling tasks virtually automatically

Calendar Management

Helps viewing deadlines, upcoming events, handle or add new appointments, etc

Automated Scheduling

Helps to automate the scheduling processes to reduce paperwork, provide a comprehensive solution and ensure timely updates

Appointment Scheduling

Helps in scheduling and managing all necessary appointments

Multi-Location Scheduling

Helps in managing schedules and confirm reservations/booking from multiple locations

Resource Scheduling

Helps in setting strategies to allocate resources to projects or tasks to complete it correctly and also manage its start/end dates

Reservations

Helps in making as well as canceling reservations online and also assist in rescheduling them (if necessary)

Payment Processing

Helps to manage automated transactions across various online channels

Meeting Room Booking

Helps managing meeting room schedules and offers a simple interface to book the appropriate booking room

Group Scheduling

Helps in scheduling group meetings with multiple numbers of attendees

Employee Scheduling

Helps in creating, processing and automating the employee schedule

Class Scheduling

Helps tutors or educational institutes at large to schedule academic and or vocational training classes

Electronic Signature Features

Progress Tracking

Helps in tracking and measuring the progress and developments of a task assigned

Reminders

Sends important reminders through email to attendees

Document Analytics

Helps to know the complete insights of a document like who, when and how it is used.

Regulatory Compliance

Ensures the document signing is compliant with globally recognized eIDAS and ESign Act

Timestamp

Helps in encoding the time, location, date and etc, to identify an event.

Document Expiry

Facility to set an expiry date to digital/electronic documents

Multi-user Signing

Sends a document for multiple users to collect signatures

Sequential Signing

Ensures the document recipients sign in a specified order

Document Audit Trail

Tracks the document signature history and timestamp for legal attestation

Bank Level Security

Documents are protected with the relevant state of the art security levels like AES, SSL, SSAE, ISO and etc.

Multi-factor Authentication (MFA)

Uses more than one method to verify a user's identity for a login

Customizable Branding

This feature enables the customization of brand marketing to meet specific requirements and preferences.

Access Control

Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role

Subscription Billing Features

Dunning Management

Helps to manage complications of credit card payment decline and inform the customer of failed charges.

Recurring (Subscription Billing)

Billing consumers on a time determined basis for products or services received

Payment Gateway

Facilitates payments for bills, membership, donation, etc.

Self Service Portal

Provides the employees with a website where they can update their accounts, make bill payments, avail necessary information and other self-help functions

Tax Management

Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time

Revenue Recognition

Determining the specific conditions under which revenue is recognized or accounted for

Multi-Currency

Enables payment and collection in multiple currencies.

Lead Generation Features

Scheduled Alerts

Notify you of tasks like follow-up activities and new leads that have entered the system.

Lead Source Tracking

Helps to track the marketing channel or source of every individual website visitor.

Lead Segmentation

Leads are categorized by name, site behavior, campaign parameters, geo-location, etc.

Lead Capture

Provides webhooks and integrations to capture lead information

Reports

Comes with reporting capabilities and features custom pre-built reports

Contact Import-Export

Helps to input and share important contacts from the application with others

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Email Scrapper

Extracts email addresses from business websites, local directories, review sites, etc. and add them automatically to lead list

Visitor Insight

Insight into on-site visitor behavior to get a full understanding of what interests them.

Technology Tracking

Identify new targets by finding accounts that use specific technologies.

Lead Database

A database that includes the contact details for prospects and businesses

Billing and Invoicing Features

Dunning Management

Helps to manage complications of credit card payment decline and inform the customer of failed charges.

Payment Reminders

Helps to chase payments as they come due with automated payment reminders

Quotes and Estimates

Helps in providing quotes/estimates that offers an estimation of the overall cost

Recurring (Subscription Billing)

Billing consumers on a time determined basis for products or services received

Online Payments

Accept payments online directly through your account

Online Invoicing

Create invoices online and email them to your clients with just one click

Invoice History

Invoice history feature allows you to verify or check all your past invoices anytime you want

Customizable Invoices

Allows the business to customize their invoices with their company logo as per their needs and requirements

Customer Portal

Provides a client the access to various company information such as ordering history, customer account information, past invoices, etc.

Offline Payments

Helps to record cash and credit payments on retail operations

Tax Calculator

Automatically calculates the detailed tax amount at the latest tax slab rate

Payment Processing

Helps to manage automated transactions across various online channels

Contact Database

Helps to maintain contacts and segregate them according to their needs

Project Billing

Simplify client invoicing, improve cash flow, and measure the profitability of contract projects

Mobile Payments

Accept payment directly on your mobile handset

Hourly Billing

This feature allows a business to create bills and invoices on hourly basis

Contingency Billing

Handling of bills related to contingencies

Multi-Currency

Enables payment and collection in multiple currencies.

Project Management Features

Custom Workflows

Facility to create workflows with custom stages, process, and status.

Kanban Board

To visualize the workflow of a project typically representing sticky notes on a white board

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Status Tracking

Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activities

Document Management

Ability to store and manage various information and documents in electronic format.

AI Assistant

Timeline View

Allows to plan and prioritize and visualize tasks in a GANTT chart like horizontal time-axis.

Project Templates

It holds a bundle of built-in templates that can be customized and used in different projects

Idea Management

Facility to receive insights from internal and external stakeholders

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Resource Management

Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.

Requirement Management

Requirements management is the process of collecting, analyzing, refining, and prioritizing product requirements and then planning for their delivery.

Project Planning

Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources.

Project Portfolio Management

Strategically manages a collection of projects to align with an organization's overall goals.

Percent-Complete Tracking

Percentage of work done on estimated items.

Milestone Tracking

They act as signposts through the course of your project, as they help to ensure that you're staying on track.

IT Project Management

IT project management is the process of planning, organizing and delineating responsibility for the completion of an organizations' specific information technology (IT) goals.

Issue Management

Issue management is the process of identifying and resolving issues. Problems can be resource constraint, technical failures etc.

Budget Management

Analyzing financial information to ensure all operations are within budget

Email Marketing Features

Google Remarketing Ads

Allows for retargeting your customers via Google Display Network to increase conversions

Abandoned Cart Email

Sends email to customers who have failed to check out their cart items

Build sign up forms to allow website visitors to join your mailing list

Email Scheduling

Scheduling an email on a specific time or auto-responding to an action

Contact List Import

Ability to import contacts from TXT, EXCEL, CSV formats and also can enter manually

List Segmentation

Segregates the customers into smaller groups enabling the user to send targeted emails

Drag and Drop Editor

Lets you customize the elements with images, web forms, boxes, tables, etc. by simple drag and drop interface

A/B Testing

Compares two versions of your website to see which one performs better

Template Management

Enables the user to create templates and modify and customise them later

Spam Check

Verifies the content of emails so that it doesn't end up in the spam folder

Event Triggered Email

Sends emails to targeted customers based on their activities

Drip Campaigns

Ability to send emails with respect to time or user actions

Auto-Responders

Ability to send automated emails to the contacts subscribing to the list.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Instagram Ads

Has an inbuilt tool to set up an Instagram marketing campaign

Facebook Ads

Has an inbuilt tool to set up a Facebook marketing campaign

Mobile App

Helps your team to stay top on the business everywhere

Delivery by Time Zone

Subscribers receive the email at the exact time they are in their timezone.

Send Time Optimization

Helps to find the best sending time to engage with your customer

Free Stock Photos

Provides a library of free stock photos for commercial use

RSS to Email

Helps users to receive any new updates or the latest news from the website

Predesigned Email Templates

Provides a library of templates to build an email

Click Map

Allows tracking user click activity and how they interact with email

Real-time Email Editor

Helps to view the email while editing at the same time

Document Library

Central repository to manage your assets like Images, PDF files, etc.,

Mailing List Management

Segregates the customers into smaller groups enabling the user to send targeted emails

Click-through Tracking

Keeps a track of links in the email opened by the customer

Multivariate Testing

Allows testing different variations of multiple webpage elements to find the best one among them

Email Verification Tools Features

Email List Management

To add, remove, manage preferences and segment the email contacts based on their engagement

Email Deliverability Check

Provides email list deliverability statuses and the detailed insights

Mail Server Validation

Enables users to know if a certain email address is valid or not by checking the authentication of the mail server

Bulk Email Verification

Helps in verifying long lists of email addresses quickly

Deduplication

A single instance storage process that eliminates duplicate copies of repeating data.

Syntax Check

Helps in ensuring that an email address is spelled correctly and the format is accurate

Spam Trap Detection

Helps in detecting and removing spam traps from your coveted email address list to improve deliverability

Single Email Verification

Allows verifying questionable email addresses individually one-by-one

Domain Check

Helps in detecting and getting the name of the email domain automatically

DEA-Detection

Easily identifies disposable email addresses (DEA) or temporary emails so that users get a clean list

Catch-all Server Detection

Helps in identifying catch-all or accept-all server and take actions accordingly to reduce mail bouncing rate and enhance deliverability

Social Media Management Features

Social Media Monitoring

Helps to track, monitor, and manage multiple social media channels to find the responses by your followers about a specific brand/company/person online

Posts Scheduling

Schedules your posts beforehand to post contents timely even in your absence

Multi-User Collaboration

Allows multiple users to work on one project to ensure effective team work

Multi-Account Management

Facilitates the usage of multiple social media account for a wider reach

Auto Publishing

Publishes scheduled posts as and when they become relevant

Analytics (Social Media)

Helps you analyse performance based on reaction to posts

Content Management

Helps you to create and customize your contents to make user and SEO friendly

Customer Engagement

Enables the brand to maintain contact with their potential customers

Brand Tracking

Helps to know the position of your brand on the social media network

Saleoid Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

Customize your CRM $5.00 $5.00 per month

Essentials tools for individuals

2500 Contacts & Companies
1 User
3 Accounts
5 Automations
5 Custom Fields
3 Months Activity Tracking

Start Free Trial

Get Business Suite $19.00 $19.00 per month

Everything you need in one place

5000 Contacts & Companies
3 Users
3 Accounts
5 Automations
20 Custom Fields
3 Months Activity Tracking

Start Free Trial

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Disclaimer: The pricing details were last updated on 26/02/2026 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

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Saleoid FAQs

What makes SALEOID unique?

SALEOID is built as a true all-in-one business operating system rather than just a traditional CRM. It combines sales CRM, marketing automation, appointment scheduling, billing, document management, customer engagement, and AI automation in one platform. Every feature is natively connected, so businesses don’t need multiple tools or complex integrations to manage their customer journey from lead capture to payment and retention.

Why should a person choose SALEOID over its competitors?

Most competitors require businesses to combine several tools for CRM, email marketing, automation, invoicing, and communication. SALEOID eliminates this fragmentation by providing everything in one unified system. This reduces software costs, removes manual data syncing, and gives teams complete visibility into every customer interaction. Businesses choose SALEOID because it simplifies operations while helping them respond faster, automate workflows, and close more deals with less effort.

How would you describe the primary audience of SALEOID?

SALEOID is designed for startups, solo founders, small businesses, agencies, and growing sales teams that want structured growth without operational complexity. It is especially valuable for service businesses, consultants, SaaS teams, and B2B companies that need CRM, marketing automation, scheduling, billing, and customer communication working together in one place.

What's the story behind SALEOID?

SALEOID was created after recognizing a common problem faced by growing businesses, i.e. managing too many disconnected tools. Teams were switching between CRMs, marketing platforms, scheduling apps, and billing systems, leading to lost data and inefficiencies. The vision behind SALEOID was to build a unified platform where sales, marketing, operations, and customer engagement work seamlessly together, allowing businesses to focus on growth instead of managing software stacks.

Which are the primary technologies used for building SALEOID?

SALEOID is built using modern cloud-based architecture designed for scalability, security, and performance. The platform leverages secure web technologies, API-driven integrations, automation frameworks, and AI-powered components to deliver real-time data synchronization, workflow automation, and reliable performance across devices.

Who are some of the biggest customers of SALEOID?

SALEOID is currently used by startups, service-based businesses, agencies, and growing SMB teams across multiple industries. While many customers are scaling businesses rather than large enterprises, the platform is designed to support companies as they grow by providing enterprise-level capabilities in a simplified and affordable system.

What are some applications Saleoid is commonly used in tandem with?

Saleoid is commonly used alongside communication and business tools such as WhatsApp, Gmail, Excel and social media platforms, allowing businesses to manage conversations, leads, and customer interactions while continuing to use the channels they already rely on for daily operations.

Does Saleoid offer multi-user capability (e.g. teams)?

Yes. Saleoid supports multi-user access, allowing small teams to collaborate, manage customers together, and assign responsibilities within the same workspace.

What is Saleoid used for?

Saleoid is CRM Software. Saleoid offers the following functionalities: