| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
SalesLoft is a sales engagement platform that helps sellers execute all their digital selling tasks and communicate with buyers effectively. It combines cadence automation with conversation intelligence and deal management. |
| Pricing |
Subscription ($24-$49/user/month) |
Paid ($75-125/user/mo) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Cadence automation
- dialer
- email tracking
- conversation intelligence
- deal intelligence
- pipeline management
- coaching tools
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Intuitive user interface
- Strong cadence functionality
- Good conversation intelligence
- Reliable dialer
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Reporting could be deeper
- Limited free trial
- Some integration limitations
|