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ClickPoint SalesExec Review

Product Snapshot


SalesExec Lead Management and CRM is a SaaS solution and requires no additional hardware for installation.

Customer Focus

Small Business, Medium Business, Large Enterprise

Select Customers

Union Bank, Terminix, American Home Shield, Culligan, Trugreen

About SalesExec

ClickPoint SalesExecSalesExec is a flexible, sales-oriented CRM platform that enables companies to import and distribute leads to sales associates. The software is fully customizable, allowing businesses to set rules and workflows to efficiently manage leads. The software also has advanced reporting features as well as email and marketing features that help nurture leads and build connections, making SalesExec a comprehensive product for the entire sales process. Live support is included in the price of the plan, and several support options are available.

About ClickPoint
SalesExec is developed and maintained by ClickPoint, a software development company that focuses on software for sales and marketing. ClickPoint was founded in 2007 and is based in Scottsdale, Arizona. In addition to SalesExec, ClickPoint also offers LeadExec, a lead distribution product.

SalesExec Key Features

  • Integrate Lead Sources
  • Data Validation
  • Lead Management API
  • Integrated with Outlook
  • Lead Scoring
  • Lead Distribution
  • Automated Lead Routing
  • Lead Manager Screen
  • Drip Email Marketing
  • Power Dialer
  • Customizable Workflow
  • Customizable Record Types
  • Dashboard
  • Notes, Appointments, Tasks
  • Call Center Solution
  • Reports
  • Permission Levels
  • Support

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