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What is SalesSeek?

SalesSeek is a Sales CRM, Marketing, and Customer Success Platform designed for small to mid-size businesses. According to the vendor, this software solution caters to sales professionals, marketing professionals, customer success managers, small business owners, and startups across various industries....

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TrustRadius Insights

SalesSeek is a versatile CRM database that has been praised by many users for its user-friendly interface and well-thought-out features. …
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Product Demos

SalesSeek - Sales Manager Demo

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Product Details

What is SalesSeek?

SalesSeek is a Sales CRM, Marketing, and Customer Success Platform designed for small to mid-size businesses. According to the vendor, this software solution caters to sales professionals, marketing professionals, customer success managers, small business owners, and startups across various industries.

Key Features

Visual Sales Funnel: The vendor claims that SalesSeek offers a unique visual sales funnel that provides a comprehensive view of deal value, activity, and momentum. This feature aims to help prioritize deals and increase productivity, potentially surpassing traditional Kanban card systems.

Smart Filtering: According to the vendor, SalesSeek provides powerful CRM and database filtering capabilities. This feature allows users to seamlessly analyze business data and offers endless possibilities for customized data analysis, empowering users to make informed decisions based on specific criteria.

Integrations: SalesSeek claims to seamlessly connect with favorite sales and customer success apps, ensuring that business data remains up-to-date and in sync. The vendor states that this platform offers seamless integration with other tools and platforms, potentially enhancing workflow efficiency.

Email Campaigns: SalesSeek allows users to design, send, and track sales, marketing, and automated email campaigns from a shared platform. According to the vendor, this feature provides insights into the success and effectiveness of email campaigns, enabling users to optimize their communication strategies.

Automations: According to the vendor, SalesSeek automates sales, marketing, and business workflows to create a seamless self-managing sales process. This feature aims to reduce manual tasks and increase efficiency, potentially freeing up time for more strategic activities.

Checklists: SalesSeek introduces a new Checklists feature, which the vendor claims ensures consistency and effectiveness in carrying out tasks and workflows. This feature aims to improve productivity and collaboration within teams.

Customization: SalesSeek offers enterprises unprecedented levels of control and customization, according to the vendor. This feature allows businesses to tailor the platform to their specific needs and requirements, potentially enabling personalized branding and user interface.

Team Management + Security: SalesSeek provides tailored permissions, roles, and visibility options for efficient team management, according to the vendor. The vendor also claims that Two-Factor Authentication (2FA) is offered as standard, ensuring data security and privacy.

Best-In-Class Support: According to the vendor, SalesSeek provides dedicated Customer Success Managers who offer responsive and personalized support. The vendor claims that these managers are available to assist at every step of the way.

Sales Funnel Management - Track your deals: SalesSeek offers a Sales Funnel feature that allows users to visualize their sales pipeline and gain a complete view of their deals and their progress. According to the vendor, this feature enables users to prioritize deals with the 'Sink or Swim' view and easily move them to the next phase using drag and drop functionality. The vendor states that users can customize their sales funnel to fit their specific sales processes.

SalesSeek Features

  • Supported: CRM
  • Supported: Customer Relationship Management
  • Supported: Visual Sales Funnels
  • Supported: Sales Forecasting (Private & Public)
  • Supported: Sales Manager & CEO Dashboards
  • Supported: Gmail CRM Chrome Plugin
  • Supported: Unlimited Custom Fields
  • Supported: Permissions and Team Hierarchy for data access control
  • Supported: Workflow and Marketing Automation
  • Supported: Tasks Management
  • Supported: Templated documents
  • Supported: Unlimited Contacts
  • Supported: Lead Gathering
  • Supported: Email Marketing and Mailing Lists
  • Supported: iOS & Android mobile apps
  • Supported: Open API

SalesSeek Screenshots

Screenshot of Email CampaignsScreenshot of DealsScreenshot of Team DashboardScreenshot of Marketing DashboardScreenshot of Deals section and Visual Sales FunnelsScreenshot of Mobile appScreenshot of CRM Gmail and Inbox PluginScreenshot of Integrations previewScreenshot of CRM GDPR - Data exportScreenshot of Permissions - Custom FieldsScreenshot of SalesSeek - CRM systemScreenshot of Powerful data management systemScreenshot of Unique Sink or Swim view. How many weeks has this deal been in this phase?Screenshot of Email Campaigns stats and URL links trackingScreenshot of Web stats and Country visitorsScreenshot of CRM - Archive emailsScreenshot of Permissions - Team hierarchyScreenshot of Tasks management system

SalesSeek Integrations

SalesSeek Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesWorldwide
Supported LanguagesEnglish

SalesSeek Customer Size Distribution

Small Businesses (1-50 employees)45%
Mid-Size Companies (51-500 employees)50%
Enterprises (more than 500 employees)0%
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Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

SalesSeek is a versatile CRM database that has been praised by many users for its user-friendly interface and well-thought-out features. Users appreciate the visual representation of deals and their progress provided by SalesSeek, making it an ideal choice for organizations that rely on a sales pipeline. This feature is particularly crucial for growing businesses as it allows them to track their sales process efficiently.

Additionally, SalesSeek serves as a full CRM system for many users, offering capabilities for internal communication about customers and enabling businesses to manage their customer relationships effectively. The platform's integration with direct marketing tactics and Xero integration further enhances its value, allowing users to streamline their marketing efforts and financial management.

Users have also reported positive experiences with the support team of SalesSeek, citing their responsiveness and proactive approach in resolving issues. The SalesSeek team emphasizes user feedback, resulting in an intuitive platform based on the wish list of users from other CRMs.

However, some users have expressed the need for a tool or feature for project management within SalesSeek, which would greatly enhance the software's functionality. Despite this limitation, SalesSeek is considered a great alternative to other CRMs, providing an intuitive and pleasant user experience at good value for money. It is recommended for businesses of all sizes looking to maximize their sales and marketing efforts.

Efficient and Manageable Tool: Multiple users have found SalesSeek to be a highly efficient and manageable tool for simultaneous collaboration on deals. The ability for multiple team members to work on deals together has received positive feedback from several reviewers.

Easy Integration with Platform: Users appreciate the seamless integration of SalesSeek with their existing platforms, making it easier to incorporate into their workflow. This feature has been highlighted by numerous customers as a time-saving and productivity-enhancing aspect.

Comprehensive Features and Integrations: Reviewers consistently praise the wide range of features and integrations offered by SalesSeek. From CRM functionalities to sales funnel management, automated email campaigns, social listening, website tracking, reporting, forecasts, and task assignment among team members - SalesSeek provides comprehensive solutions that streamline workflows and improve efficiency. Multiple users value this extensive feature set that covers all aspects of sales management.


  1. Lack of user-friendliness: Many users have found the system to be difficult to navigate and lacking in automation capabilities, resulting in a need for numerous workarounds. They have expressed frustration with the system's complexity and lack of intuitive design.
  2. Clunky search functionality: The search feature has been described as inefficient and cumbersome by several reviewers, making it challenging to find desired information. Users have reported difficulties in locating specific data within the system due to limited search options and poor performance.
  3. Subpar user interface: Some users feel that the interface falls short compared to other platforms, lacking a professional look and not providing the impression of a serious business tool. They have noted that the design appears outdated and does not meet their expectations for modern software interfaces.

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