4.6/5
Manage Ads
Create and manage ads on multiple platforms.
CRM for small business that
replaces 10+ tools
- Leads
- Follow-ups
- Appointments
- Campaigns
- Billing
Your Customer Journey
Simplified
with Saleoid
Turn visitors into leads
Capture intent fast with forms, CTAs, and smart routing.
Landing Page
Create landing pages with embedded widget.
Dynamic Forms
Collect richer customer context without friction.
Generate Leads
Get leads from LinkedIn, Outlook, and Gmail.
AI Chatbot
Utilize an AI chatbot for leads, support, and sales.
Ad Setup
ACME
Sponsored
Text
Image
Design Blocks
Engage instantly and consistently
Automate replies, qualify leads, and keep them warm.
Sequences
Automated multi-step follow-ups that convert.
Qualification
Ask questions, score leads, route faster.
Inbox
One place to reply across channels.
Templates
Reusable replies + personalization variables.
Handoff
Seamless agent takeover when needed.
Engagements Channels
Team Members
- J John Doe
- J Jason Doe
Engagements
-
MichaelAppointment Booked1 hr ago
-
Mike DoeAre you available for...2 hrs ago
-
DorothyThanks for the book...4 hrs ago
-
Brown D.Quick Update on Your...3 hrs ago
-
DorothyThanks for the book...4 hrs ago
-
Brown D.Quick Update on Your...3 hrs ago
Book appointments effortlessly
Reduce back-and-forth with scheduling and reminders.
Calendar Sync
Google/Outlook sync for real-time slots.
Reminders
Automatic confirmations + reminders.
Reschedule
Self-serve changes without calls.
Routing
Assign meetings to the right rep.
Pre-Info
Collect context before the call.
August
MoTuWeThFrSaSu
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One Click Rescheduling
Email Sent
Your consultation appointment has been successfully scheduled. Check your calendar for details.
Appointment Confirmed!
Your consultation appointment has been successfully scheduled. Check your calendar for details.
Close deals with clarity
Keep pipeline clean and accelerate decisions.
Pipeline
Clean stages + next-action prompts.
Proposals
Auto-generate proposal drafts quickly.
Follow-ups
Timed nudges to prevent drop-offs.
Payments
Send payment links when ready.
Insights
See what’s stuck and why.
Order Summary
Draw
Type
Upload
New Requests
$25000
Website Designing for Apex
Jack
JD
John Doe
Apex Title LLC
Apex Title LLC
SEO for Price’s Electronics
Daniel
JD
Price Shawn
Apex Title LLC
Apex Title LLC
Value Proposition
$9000
Logo Designing
Caroline
C
Mike Pence
GlobalX LLC
GlobalX LLC
Dashboard Design
Jack
JD
Seraphina
GlobalX LLC
GlobalX LLC
Get paid, on time
Automate billing, invoices, reminders, and payments securely.
Recurring Billing
Set subscriptions that bill automatically every cycle.
Smart Estimates
Create polished quotes and convert them to invoices.
Dynamic Invoices
Auto-calculate taxes, discounts, add-ons, and totals.
Payment Reminders
Send scheduled nudges until the invoice is paid.
Payment Gateways
Accept cards and bank transfers with seamless checkout.
Order Summary
Invoice
$1300
Payment Status
Paid
Recurring Billing
Active
Recurring Billing
Set subscriptions that bill automatically every cycle.
Smart Estimates
Create polished quotes and convert them to invoices.
Dynamic Invoices
Auto-calculate taxes, discounts, add-ons, and totals.
Payment Reminders
Send scheduled nudges until the invoice is paid.
Payment Gateways
Accept cards and bank transfers with seamless checkout.
Your Customer Journey
Simplified
with Saleoid
Most CRMs fail because they do not solve real-life problems.
Setup is painful, workflows don’t match reality, and adoption drops fast.
The usual CRM pain
- Hard setup, low adoption
- Disconnected tools & manual folllow-ups
- Messy data & unreliable reporting
- Surprise upgrades & cost creep
The Saleoid difference
- Setup wizard builds your Business Flow
-
Channels connect in one place
(Email, WhatsApp, Forms, Appointments) - Autopilot follow-ups, reminders, and updates
- Start at $5/mo, add apps for $1 each
SALEOID MOBILE
Your AI Sales Assistant
in Your Pocket
Free Forever
Capture leads, follow up faster, and keep deals moving — wherever you work.
- Scan Cards
- AI Follow-Ups
- Book Meetings
- Move Deals
- 4.6/5 Rated
- Used by growing businesses
- Free mobile access
One
connected
system for all your
business needs.
-
Recurring Billing
-
Follow Ups
-
Automations
-
Social Media
-
Appointments
-
Lead Generation
-
Web Pages
-
AI Chatbots
-
Sales Pipelines
-
SMS, Emails, Whatsapp
Set up your CRM for small business in minutes
No long onboarding. No hidden upgrades. Start your 15-day free trial, import contacts, and begin tracking deals the same day.
Customize Your CRM Plan
Start at $5/mo. Add apps as you grow.
Flexible Plan
Quick Start
No Hidden Costs
Clean Data Import
Connected Channels
Ready Workflows
Quick Followups
Reduce no-shows
Automate Workflow
What do you get in $5 a month?
A premium CRM foundation that
most tools charge extra
Premium Features Included
- Engagements (Emails, SMS, Appointments)
- Lead Scoring
- Roles & Permissions
- Custom Dashboard + Advanced Filters
- Email Verifier + Tracking + Scheduling
- Tasks, Notes, Notifications
Usage and Access
- 1 Account
- 2500 Contacts & Companies
- 1 User (Add more at $6/user)
- 360° Customer View + Activity Tracking
- 5 Automations + Automation History
- And a lot more...
Most users add these next (Starting at $1/app)
Best CRM
Looking for the best CRM? Choose the one that does not punish growth.
A lot of CRM software starts free, then becomes expensive when you actually need it. Saleoid gives small businesses clear options upfront so you do not get trapped later.
Typical CRM software
Free until you need essentials
- Costs rise quickly when you need core workflows.
- Useful features hide behind larger bundles.
- Setup complexity increases with each new tool.
- Growth often means more subscriptions, not better flow.
Saleoid CRM software
Clear pricing, flexible growth
- Start small and add only the apps you need.
- Keep forms, automations, meetings, and billing connected.
- Reduce context switching for a leaner team.
- Scale workflows without rebuilding everything.
Frequently Asked Questions
Quick answers to help you pick the best CRM for your small business.
Saleoid is CRM software for small businesses that connects customer management, sales follow-ups, marketing, appointments and billing. It suits freelancers, consultants, agencies and service businesses looking to manage their customer journey in one workspace. Start with Sales CRM and add the apps your business needs.
Saleoid’s Custom plan starts at $5 per month, billed every two years, or $15 with monthly billing. The base plan includes one user, 2,500 contacts and companies, and five automations. Additional apps, users and usage can affect your total cost. Compare the Custom, Growth and Premium options on the Saleoid pricing page.
Saleoid offers contact management, sales pipelines, automated follow-ups, email marketing, SMS and WhatsApp marketing, appointment scheduling, project management and invoicing. It also offers AI tools for tasks such as generating marketing content and handling chatbot conversations. Feature availability depends on your selected apps and plan. Explore Saleoid’s AI CRM for small businesses features
Saleoid provides a guided setup to help you import contacts, connect communication channels and configure workflows. You can start with your core sales process and add more apps as needed. Setup time depends on your data, integrations and automation requirements. Schedule a demo to see how Saleoid fits your team’s daily work.
Yes, you can plan a move to Saleoid by exporting your existing CRM data, mapping fields and testing a small import before transferring the full database. Confirm support for the records, activity history, attachments and integrations you need to retain. Follow the CRM migration guide to prepare and validate your migration.
YOUR CRM. YOUR WAY.
Build the CRM Your Business Needs.
Start with the essentials. Add apps anytime.
Scale without paying for tools you don’t use.
- Starts at just $5/mo
- AI-Powered
- No Bloated Plans
Billed every two years. Additional apps cost extra.
