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What is DocSales?

With ZERO CLICKS, you can effortlessly generate proposals, quotes, and contracts by simply dragging the opportunity card from your CRM into Sales Documents—it's that simple! This functionality is compatible with well-known CRMs such as Close.com, Hubspot, and Pipedrive. DocSales enhances your document management by allowing you to: (1) Use Google Docs as a customizable template editor for complete personalization; (2) Automatically generate a new document using the Google Docs template alongside the CRM opportunity; (3) Secure the document and send it to your client for electronic signature through either DocSales eSign or Docusign; (4) Monitor when the document has been opened by the recipient; (5) Easily move the opportunity card to a different column or phase, or mark it as won; (6) Seamlessly connect with billing systems or payment processors to streamline your workflow. This comprehensive approach simplifies the entire sales process, making it more efficient and user-friendly.

What is Alboom CRM?

Alboom CRM simplifies the process of creating and sending online proposals straight to your clients. Its integration with email and WhatsApp ensures communication is efficient and smooth. Moreover, you can monitor the status of your proposals in real-time, which aids in closing sales faster. The platform boasts an intuitive visual interface that makes it easy to navigate. Its automated sales funnel replies help you significantly increase productivity and save precious time at any hour. Moving opportunities through the sales pipeline is as straightforward as drag-and-drop functionality. By consolidating all your contacts within Alboom CRM, you greatly improve the overall customer experience. This tool enhances your efficiency and projects a more professional image by providing immediate access to crucial customer and opportunity data whenever needed. With Alboom CRM, your customer relationships can flourish, as it allows you to craft personalized proposals and immediately know when clients have viewed them. The auto-reply feature further boosts your productivity and professionalism in handling customer interactions. In essence, Alboom CRM not only streamlines your processes but also empowers you to concentrate on nurturing stronger relationships and sealing more deals, ultimately transforming the way you manage your sales efforts.

Media

Media

Integrations Supported

Chargebee
Close
Gmail
Google Cloud Platform
Google Docs
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Pipedrive
Salesforce
Stripe
WhatsApp

Integrations Supported

Chargebee
Close
Gmail
Google Cloud Platform
Google Docs
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Pipedrive
Salesforce
Stripe
WhatsApp

API Availability

Has API

API Availability

Has API

Pricing Information

$29 / month
Price per user and plan.
Free Version
Free Trial Offered?

Pricing Information

$9 per user per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

DocSales

Date Founded

2019

Company Location

United States

Company Website

www.docsales.com

Company Facts

Organization Name

Alboom

Date Founded

2015

Company Location

Brazil

Company Website

www.alboompro.com/en/products/alboom-crm/

Categories and Features

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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