We Know Setting Up a Sales Solutions Sounds Daunting

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After free trial period

$65

per active user
per month

Getting Started is Easy

Go at your own pace, or allow us to start working immediately configuring the account for you.

$0 Data Migration

Do you have data currently in another CRM or Lead Management Solution? No problem we will help you import your data directly into SalesExec.

$0 CSV Import

Just add your leads with our import mapping solution or use our REST API to migrate your data.

$100 in Free Credits

We provide a pilot account with local presence dialing, texting, and email credits. Call transaction rate is $.05 per minute and $.04 per text after trial.

Committment to Your Success

Dedicated customer success manager, access to real-time support, and free configuration.

Included Features

Intelligent Prioritized Lead Dialing
Dial leads that are prioritized by hottest leads, the best source, newest, and more

Pull Lead Dialing
Salespeople requests leads and the system serves up the best match, no guessing

Local Presence
Use a local area code that matches the prospect area code

Pre-Recorded Voicemail Drops
Record voicemails, leave them with the click of a button

Transfer Calls
Transfer calls to other teammates or into other departments

Sales Scripts
Dynamic sales scripts that are personalized for each prospect

Click to Call
Click to call leads instantly from lead and prospect screens

Text SMS
Send Text SMS messages manually or with automated nurture

Calendar and Appointments
Share calendars, so SDR's can book appointments for sales team members

Mobile
Android and IOS mobile application for responding to Texts, directions, or click-to-dial

Call Capture
Purchase local or toll-free numbers to capture inbound calls

Automatic Call Distribution
Route calls based on skill, state, zip, keypress, via shotgun or round-robin

Call Queues
Create teams that handle certain types of calls, with overflow and availability monitoring

Available Agent
Only route calls to available agents

Call Recordings
Verify sales messaging by listening to recorded calls

Real-Time Notifications
Get notifications for Text replies, inbound calls, opened emails

Marketing Allocation
Route and track calls by lead source, campaign, and marketing channel

Third Party Lead Source Integration
Integrations to lead providers like LendingTree, Quinstreet, Zillow, and more

Configure Sales Workflow
Configure multi-channel sales workflow and automation to prioritize leads

Campaign Segmentation
Segments leads by workflow, status, and by categories for different sales processes

Roles and Permissions
Create roles that have permission settings unique to each role

Lead Distribution Rules
Deliver leads intelligently to salespeople, different branch locations

DNC Compliance
Ensure compliance with Do Not Call, Do Not Text, Do Not Email options

Email Nurture
Create drip email campaigns, send email automatically

Whitelisted Email Delivery
Ensure all emails make it to an inbox, track open and links clicked

Text SMS Nurture
Send Text SMS message at the right stage of the customer buying journey

Sharable Dashboard Reports
Create dashboards reports that can be shared with sales and management team

Scoreboard Reports
Scoreboards that highlight sales achievement, most sales, most calls, most appointments

Track Calls
Track talk time, total calls, calls captured by lead source

Calls Per Rep
Total calls and talk time by salesperson

Contact Rate by Time
Ensure leads are responded to in seconds, not minutes or hours

Lead Penetration Rate
Ensure leads are dialed, emailed, and texted the right amount of times

Lead Source Performance
Track cost per acquisition and lead source performance

Won Deals by Source, Campaign
Track won deals, leads worked, and prospects closed by lead source and campaign

Included Features

Intelligent Prioritized Lead Dialing
Dial leads that are prioritized by hottest leads, the best source, newest, and more

Pull Lead Dialing
Salespeople requests leads and the system serves up the best match, no guessing

Local Presence
Use a local area code that matches the prospect area code

Pre-Recorded Voicemail Drops
Record voicemails, leave them with the click of a button

Transfer Calls
Transfer calls to other teammates or into other departments

Sales Scripts
Dynamic sales scripts that are personalized for each prospect

Click to Call
Click to call leads instantly from lead and prospect screens

Text SMS
Send Text SMS messages manually or with automated nurture

Calendar and Appointments
Share calendars, so SDR's can book appointments for sales team members

Mobile
Android and IOS mobile application for responding to Texts, directions, or click-to-dial

Call Capture
Purchase local or toll-free numbers to capture inbound calls

Automatic Call Distribution
Route calls based on skill, state, zip, keypress, via shotgun or round-robin

Call Queues
Create teams that handle certain types of calls, with overflow and availability monitoring

Available Agent
Only route calls to available agents

Call Recordings
Verify sales messaging by listening to recorded calls

Real-Time Notifications
Get notifications for Text replies, inbound calls, opened emails

Marketing Allocation
Route and track calls by lead source, campaign, and marketing channel

Third Party Lead Source Integration
Integrations to lead providers like LendingTree, Quinstreet, Zillow, and more

Configure Sales Workflow
Configure multi-channel sales workflow and automation to prioritize leads

Campaign Segmentation
Segments leads by workflow, status, and by categories for different sales processes

Roles and Permissions
Create roles that have permission settings unique to each role

Lead Distribution Rules
Deliver leads intelligently to salespeople, different branch locations

DNC Compliance
Ensure compliance with Do Not Call, Do Not Text, Do Not Email options

Email Nurture

Email Nurture
Create drip email campaigns, send email automatically

Whitelisted Email Delivery
Ensure all emails make it to an inbox, track open and links clicked

Text SMS Nurture
Send Text SMS message at the right stage of the customer buying journey

Sharable Dashboard Reports
Create dashboards reports that can be shared with sales and management team

Scoreboard Reports
Scoreboards that highlight sales achievement, most sales, most calls, most appointments

Track Calls
Track talk time, total calls, calls captured by lead source

Calls Per Rep
Total calls and talk time by salesperson

Contact Rate by Time
Ensure leads are responded to in seconds, not minutes or hours

Lead Penetration Rate
Ensure leads are dialed, emailed, and texted the right amount of times

Lead Source Performance
Track cost per acquisition and lead source performance

Won Deals by Source, Campaign
Track won deals, leads worked, and prospects closed by lead source and campaign

Roy Ferman

Tony Balluff

Director of Inside Sales, Aptive

“It is very easy to use and saves my team a ton of time. Lots of smart features so you don't have to worry about if it's the right time to call or how often you should call. You set the parameters and the system feeds you the leads. Leads are called quickly and it has just saved us a ton of time and money. Being able to hire less people and make them more productive has been a huge help to our call center.”

Amazing Support

1

ClickPoint provides a dedicated success manager that understands your sales objectives and account nuances.

2

ClickPoint provides either self-service or an onboard process designed specifically for you.

3

No tiered support plans, everyone has access to instant chat, software tours, product updates, and knowledge base.

4

Cloud hosting with Microsoft Azure ensures high availability and SLA's that include rapid support response.