SalesExec

What SalesExec is

SalesExec is lead management software for sales teams and call centers, with tools for handling leads, calls, and follow-up across configurable workflows. It captures and prioritizes leads, then assigns and distributes them. Its power dialer orders leads using factors such as freshness, time zone, and state calling rules. For inbound calls, teams can route callers by skill, state, ZIP code, or keypad selection, with queues and call recordings available.

The platform supports automated email campaigns and text messages with templates, scheduling, and response tracking. Reporting includes lead source performance, dashboards, scoreboards, call metrics, and contact rates over time. Its iPhone and Android apps support lead updates, notifications, calls, texts, email, directions, and appointments. Listed integrations include Microsoft 365, Google Workspace, Twilio, RingCentral, Five9, Zillow, and LendingTree. SalesExec is available on Android, iOS, and web, and through an API. ClickPoint is headquartered in Phoenix, Arizona. It describes security measures including SSL encryption, HTTPS, and customer data backups every 15 minutes, along with compliance solutions for TCPA, CAN-SPAM, Stir/Shaken, Do Not Call, and GDPR. Pricing starts at $72 per user per month, and a free trial is available; there is no free plan.

Who it suits

SalesExec suits sales teams, call centers, marketing managers, sales leaders, and field salespeople who need lead routing, calling, and follow-up tools in one platform. Its mobile apps also support field users handling lead updates and appointments while away from a desktop.

Getting started

1. Visit the ClickPoint Software website.
2. Start a free trial.
3. Use SalesExec on Android, iOS, or web, or connect through its API.
4. Choose a paid arrangement; listed options include $72 per active user per month, $155 per active user per month for unlimited dialing, and a plan starting at $450 per month for five users.

Verdict

Choose SalesExec if your team needs lead management alongside inbound call routing, outbound dialing, messaging, reporting, and mobile access. Consider the cost and paid-only model when deciding whether it fits, since pricing starts at $72 per user per month and there is no free plan.