SalesforceIQ
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Appointment management
- Contact history
- Customer pipeline
- Lead management
- Prospecting tools
- Shared contacts
- Task management
Pricing Info
Pricing Info
Four packages are offered as well as a 30-day free trial.
Lightning Essentials – $25/user per month (billed annually)
- Up to 5 users
- Account and Contact Management
- Opportunity Management
- Customizable Sales Process
- Task Management, Activity Feed
- Einstein Activity Capture
- Lightning dialier (additional cost)
- Sell from anywhere on any device
- Includes some features to:
- Find and manage leads better
- Manage customers and sales details
- Get real time insights
- Collaborate across your company
- Cross-sell and upsell more easily
- Customize and automate processes
- Connect sales info to any app
- Get the most out of Salesforce
Lightning Professional – $75/user per month (billed annually)
- All Essentials features, plus:
- 1 sales console app
- Person accounts
- Configure, price, quote & bill
- Collaborate across your company
- Cross-sell and upsell more easily
- Connect sales info to any app
- Get the most out of Salesforce
Lightning Enterprise – $150/user per month (billed annually)
- All Professional features, plus:
- Find and manage leads better
- Manage customers and sales details
- Sales teams
- Calendar all
- Opportunity score
- Einstein automated contacts (additional cost)
Lightning Unlimited – $300/user per month (billed annually)
- All features
Integrations
Integrations
SalesforceIQ seamlessly integrates with Desk, Pardot, MailChimp, HubSpot and the other apps you use. You can use the integrations to save time, optimize efficiency, and supercharge productivity.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
New York Post, Box, Easy Taxi, RingDNA
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
SalesforceIQ (formerly called RelateIQ) is a robust CRM solution that enables companies to build stronger relationships.
Company Email
Company's Address
502 Emerson Street
Palo Alto, CA 94301
SalesforceIQ Comparisons
Popular SalesforceIQ Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Be in sync with your phone and calendar
- Built-in appointment scheduling and services menu
- Client interactions management
- Contact form Facebook plugin
- Customizable forms, and styles text and fields
- Forms for any web platform
- HTML contact form generator
- Manage your calendar on any device
- Minimize “no shows”, simplify rescheduling
- Perfect fit to Facebook, mobile, and websites
- Predefined services and meeting options
- Proactive contact form choices for your website
- Reminders, email confirmation, and autoresponder
- Schedule with multiple employees
- Secure an online payment upfront
- Self-service appointment scheduling for your clients
- CRM
- Email and SMS marketing
- Invoicing
- Client portal
Pricing Info
vcita offers 3 plans as well as a 14-day free trial.
Essentials – $19/month ($29/month when billed monthly)
- Online scheduling plan: $12/Month
- All Free features, plus:
- Online appointment booking & event registration
- Online payments
- 1,000 clients
- Email support
- Single user
Business – $45/month ($59/month when billed monthly)
- All Essentials features, plus:
- Email marketing and SMS campaigns
- Coupons
- Client text messages (SMS)
- Client tags & follow-ups
- 3rd party integrations & analytics
- 5,000 clients
- Free onboarding session, email & phone support
Platinum Solo- $75/month ($99/month when billed monthly)
- All Business features, plus:
- Auto-assign rules
- Custom email & SMS notifications per service
- Set your own LiveSite domain
- Unlimited clients
- Free onboarding session, priority support
Platinum 2 to 4 staff members – $91/month ($119/month when billed monthly)
- All Business features, plus:
- Staff roles & permissions
- Auto-assign rules
- Custom email & SMS notifications per service
- Set your own LiveSite domain
- Unlimited clients
- Free onboarding session, priority support
Integrations
vcita supports the following integrations:
- Wix
- Weebly
- WordPress
- Duda
- Square
- Drupal
- Gmail
- Google Calendar
- Constant Contact
- Mailchimp
- PayPal
- Stripe
- Zapier
- Quickbooks
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Silicon Valley Research Group, Landmark Tax Group, MDV Custom Cakes
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A multi-featured customer service and business management software for service providers and professionals such as consultants, accountants, lawyers, and others. This solution utilizes essential tools to manage everyday tasks such as calendar and online scheduling, email and SMS marketing, client portal and management, lead generation, and billing and invoicing.
Company Email
Contact No.
Company's Address
10777 Main Street
Suite 203
Bellevue, WA 98004
vcita Comparisons
Popular vcita Alternatives
No CRM Software will manate to cover all the requirements of a specific team. Even though core features of SalesforceIQ and vcita are important you should also thoroughly analyze the integrations offered by every software. Quote frequently your team will already be making use of other types of B2B software in your company and it’s much more beneficial to opt for services that integrate well with one another. That way you will be able to be certain of a smooth transfer of information between your teams and services, which can considerably reduce time wasted on migrating between one solution and the other.
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