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Sales App
Available on any device. Enables users to deliver presentations, generate offers, sign documents, and send meeting summaries.
A complete set of sales and customer service tools in one system.
Powered by AI. No coding required.
Salesbook combines a dedicated sales application, CRM, and customer service tools into a single operating system where AI supports teams in their daily work, while the platform easily adapts to the way your organization operates – without costly and time-consuming implementations.
Tools that transform the way you work.
Forever.
CRM
A complete sales management system including customer databases, sales pipelines, automation, forecasting, and reporting.
Customer Service
A set of tools that supports after-sales processes, including ticket management, workflows, and a knowledge base.
AI
A suite of features such as Pulse AI, Echo AI, AI Assistant, and OCR AI that help increase your team's productivity.
No-code
Ready-to-use builders and modules tailored to your business processes. No tedious coding required.
Trusted by leading companies around the world
One system for the entire customer journey
From the first point of contact to after-sales service — all in one place.
Lead Generation
Capture and qualify sales opportunities from multiple sources.
Sales Presentations
Tell your company's story and showcase your products.
Proposal Generation
Automate the creation of sales proposals.
Document Signing
Electronic and biometric signatures for your proposals and agreements.
CRM
Build a complete customer history and manage your pipeline.
Customer Service
Manage tickets, tasks, and post-sales communication.
Analytics and Reporting
Monitor performance, processes, and team efficiency.
AI that works alongside your team
We don't add artificial intelligence as an extra feature. In Salesbook, AI is an integral part of the daily work of salespeople, managers, and customer service teams.
AI Assistant
Instant access to knowledge based on your company's documents.
Pulse AI
An intelligent indicator of sales opportunity health.
OCR AI
Instant extraction of data from documents uploaded to the system.
Discovery AI
Deep insights into sales opportunities and decision-makers.
Customer AI
Recommendations for the optimal sequence of customer visits.
Echo AI
An alert system that identifies gaps in customer service processes.
No-code AI
Create your own functional modules with the help of artificial intelligence.
Adapt the system to your company. Not your company to the system.
Most CRM implementations end in compromise. Companies are forced to adapt their processes to the limitations of the software. Salesbook works the other way around. Thanks to flexible configuration, you can:
- build custom processes and modules;
- create forms and proposal generators;
- define sales stages;
- manage permissions;
- design your own customer service workflows.
No programming required. No need to involve development teams.
Why do companies choose Salesbook?
Because they are tired of using multiple tools that do not work together. Most organizations rely on separate systems: CRM software, sales applications, forms, spreadsheets, customer service systems, and AI tools.
- The result? Data becomes fragmented, processes inconsistent, and employees waste time switching between applications.
- Salesbook brings everything together in one place. One platform. One process. One customer view.
Traditional solutions
- Multiple tools
- AI as an add-on
- Long implementations
- Costly changes
- Data silos
Salesbook
- One system
- AI embedded in the process
- Fast configuration
- Flexible customization
- A single customer view
Higher sales performance
Standardized processes and better use of data.
Faster employee onboarding
New employees become productive more quickly.
Results our customers experience
Better customer service quality
Every customer is served according to the same standards.
Less administrative work
AI and automation take over repetitive tasks.
Better business decisions
Complete visibility into processes and performance.
Industry leaders trust Salesbook. So can you
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Salesbook allows us to present in a visually attractive way
the company, its main advantages and benefits of working in it.
The platform ofers also extensive analytics and reports about
the performance of the agents.CFO/COO, OVB AG, Germany
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Thanks to Salesbook, we were able to improve the customer’s experience during the meeting, standardize the whole sales process and implement mechanisms improving its quality over the time.
Member of the Board, Unum Życie
4.6
8.2
4.8
4.6
8.2
4.8
Devoted support team.
Help you out during the deployment and take care afterwards.
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Dawid Magdziak
Customer Success Specialist
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Michał Błaszko
Customer Success Specialist
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Dominik Baran
Help Desk Specialist
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Michał Kolasa
Help Desk Specialist
Take your first step to become a sales hero.
