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SalesFision Platform

Your whole business in one place, with less manual work.

Enquiries, quotes, customers, projects, invoices and your team in one workspace. Pick the applications you need, individually or in a value bundle, and expand as you grow.

› Do the Business Scan

See all apps

3
users included with every regular app and bundle
0
platform surcharge
10%
discount when you pay yearly in advance
1
workspace for your whole team
● platform.salesfision.com / Dashboard, Q2
Example data

Customer journey, liveLive update · 4 minutes ago

30 days Quarter Year
B · Browse
48.2k
+12.4%
B · Engage
18.7k
+8.1%
B · Decide
6.4k
+22.0%
B · Buy
1.8k
+14.3%
B · Bill
1.6k
+11.9%
B · Bond
0.9k
+4.2%
Conversion per stage
30 days · all channels
Sprint 24, work items
Project Management · 6 active
SF-204
Product page A/B testGrowth & Conver­sion · Lead
In progress
SF-208
Persona 'Sporty Sara'Marketing · AI
In review
SF-211
Email flow restartReach Your Audience
To do
SF-198
GA4 event mappingData & Analytics
Done
The difference

Less searching, more business.

Most business owners work with a mailbox, a few spreadsheets and separate tools. That works, until things get busy. This is what the same week looks like with the SalesFision Platform.

× Disconnected
✓ With SalesFision
Enquiries in your mailbox, your phone and your head
Every enquiry in one place, with an owner
Quotes left waiting
Follow-up you see and plan
Customer information scattered across systems
One customer file with the full history
Schedules on scattered lists
Projects and tasks in one overview
Invoices and figures in separate files
Financial insight, linked to your bookkeeping
Passwords in a spreadsheet
Shared vaults with access control
One platform

One platform for the whole business.

Winning customers, keeping them and keeping your business in order: the applications help with all three, and most help with more than one.

  1. Win customers

    From attention to a new customer.

    Apps that help here include

    Our lens Growth Excellence

  2. Keep customers

    From first delivery to a lasting customer relationship.

    Apps that help here include

    Our lens Loyalty Excellence

  3. Business in order

    From scattered information to a grip on people, work and money.

    Apps that help here include

    Our lens Operational Excellence

Apps often help in more than one area — CRM feeds new sales, Finance informs commercial decisions, Marketing works for both winning and keeping customers, Project Management shapes what you deliver to customers.

See all apps ↓

Customer Portal

Customer Portal: where your customer comes in.

The Platform is your team’s working environment. Customer Portal is the place for your customers, in your own branding, connected to the work behind it. You can take it on its own or together with Service Management.

Your customer’s world
  • “Where is my order?”
  • “I want an extra appointment.”
  • “Could I receive that invoice again?”
  • “I need help with a service request.”

Now: three channels, no clear view, everything through you.

Customer Portal One door. Always open. Yours. Its own product, with a fixed price per month.
Your organisation · SalesFision Platform

With the Portal: one entrance, one queue, one owner per question.

More about Customer Portal

The apps that handle it ↓

The applications

One workspace, all the applications you need.

Pick the applications your team actually uses, individually or in a bundle. SalesFision Knowledge is included free with selected paid apps and bundles.

Customers & revenue

Sales

Leads · Pipeline · Quotes

Manage your sales flow from first conversation to signed agreement. Follow up prospects, create quotes, and keep contracts organised.

  • Pipeline overview
  • Quote builder
  • Contracts
  • Follow-up reminders

CRM

Accounts · Contacts · History

Everything you know about the customers you already have, in one place. Accounts, contacts, and every interaction, always up to date.

  • Account overview
  • Contact history
  • Notes & tasks
  • Segments

Leads

Capture · Qualify · Hand over

Catch new opportunities and follow them up before they go cold, from first touch to a qualified hand-over to Sales.

  • Lead inbox
  • Qualification
  • Source tracking
  • Hand-over to Sales

Booking

Appointments · Calendar · Reminders

Let customers book an appointment online with the right employee, at the right location.

  • Online booking Calendar per employee Multiple locations Confirmations

Work & delivery

Project Management

Projects · Tasks · Planning

Keep your work clear, from planning to delivery. Tasks, priorities, deadlines and planning in one shared workspace.

  • Project planning
  • Task status
  • Planning overview
  • Priorities

Service Management

Requests · Incidents · Support

Customer questions and requests, from arrival to resolution. Keep every request visible and every customer answered.

  • Customer requests
  • Incidents
  • Support handling

Marketing & selling

Marketing

Research · Measure · Steer

Research, measure and steer your marketing from one central place. Track campaign progress, KPIs, and reports in one clear view.

  • Campaign overview
  • KPI tracking
  • Reports
  • Team updates

Social Media

Composer · Calendar · Approval

Plan, create and approve content in one workspace, and record what went live.

  • Content composer
  • Calendar
  • Approval flow

E-commerce

Orders · Stock · Fulfilment

Everything behind your WooCommerce shop: orders, stock, fulfilment and sales analysis.

  • Orders
  • Product catalogue
  • Fulfilment

Business operations

Finance

In · Out · Insight

What comes in, what goes out and where you really earn. Financial insight, linked to your accounting package. Not a replacement for your bookkeeping.

  • Income & expenses
  • Invoicing overview
  • Margin insight
  • Exports

HR

Employees

Manage employee requests, leave, expenses, and internal updates in one central place. Keep HR communication clear and easy to follow. Without payroll.

  • Expense claims
  • Sick leave
  • Leave requests
  • Social intranet

Vault

Password manager

A password manager with shared vaults. Store credentials safely and decide exactly who sees what.

  • Shared vaults
  • Access control
  • Audit trail
  • Sharing rules

Standalone AI apps

AI Chatbot

Chat · Questions · Handover

Answers website visitors’ questions based on your information and hands over to your team when needed.

  • Chat on your website Answers from your information Records requests Fixed conversation bundles

AI Voice

Phone · Answers · Callbacks

Answers callers based on your information and records callback requests for your team.

  • Answers phone calls Answers from your information Callback requests for your team Fixed call-minute bundles
Included

Knowledge

Manuals · KPI explainers

The questions you answer every week, written down once. Customers and colleagues find the answer themselves. SalesFision Knowledge is included free with selected paid apps and bundles.

  • How-to articles
  • KPI definitions
  • Video tutorials
  • Version history

Knowledge included

Your team’s answers, written down once and findable for customers and colleagues. SalesFision Knowledge is included free with selected paid apps and bundles.

Platform pricing

Individually or in a value bundle

You only pay for what you use. Every regular app has a fixed price per month for one to three users. Bundles cost less than the same apps separately.

  • Sales & CRM bundle

    €59 per month

    Leads, Sales and CRM · 3 users

  • Marketing & Social bundle

    €39 per month

    Marketing and Social Media · 3 users

  • SalesFision Platform Operations

    €99 per month

    Leads, Sales, CRM, Project Management, Finance and Knowledge · 3 users

  • SalesFision Platform Business

    €149 per month

    Everything in Operations plus Marketing, Social Media and HR · 3 users and 5 HR employees

  • SalesFision Platform + AI

    €29 per month per business

    AI help in the applications you use, for your whole business. Not per user.

How users are counted

  1. Every regular app has a fixed price per month for one to three users.
  2. Need more users? An extra user costs €9 per month. For individual apps, that applies per app.
  3. In a bundle every user counts once, however many apps from that bundle they use.
  4. Only active users with access count.
  5. You can combine bundles with individual apps, and run several bundles side by side.
  6. Every bundle has its own users. We help you avoid double access.

All prices excluding VAT. You pay for applications and bundles monthly, or yearly in advance with a 10% discount. No platform surcharge; standard onboarding and regular support are included.

See all pricing Calculate your package

How it works

A week with the Platform.

Four moments from an ordinary working week, as an example of how the Platform helps.

Monday, 08:30

New enquiries

Three enquiries came in through your website over the weekend. In Leads they sit in one place, with their source attached. You assign them before the coffee runs out.

Tuesday, 13:00

Following up quotes

Sales shows which quotes have been open for a week. You call the two customers who are still undecided.

Wednesday, 10:00

The planning

In Project Management you see which jobs are running this week, who is working on what and what is stuck.

Friday, 16:00

The week wrapped up

Finance shows what has been invoiced and what is still open. HR shows who is off next week. You start the weekend with a clear picture.

Questions

Frequently asked.

What does the SalesFision Platform cost?+
You only pay for the applications you use, individually or in a bundle. There is no platform surcharge. SalesFision Knowledge is included free with selected paid apps and bundles. All amounts are on the pricing page.
How are users counted?+
Every regular app has a fixed price for one to three users. In a bundle, each user counts once. Only active users with access count.
Can I start small?+
Yes. Start with one app, for example Leads or CRM, and expand as you grow. You can combine bundles and individual apps.
Can I connect my existing tools?+
Yes. Where possible, we can connect tools such as analytics platforms, advertising accounts, email marketing tools, CRM systems, forms, portals, or other business tools. The right setup depends on your current systems and goals. Finance connects with one standard supported accounting package. Complex integrations and custom work are agreed with you separately.
Is this the same as my client portal at SalesFision?+
No. As a SalesFision client you always have your own client portal, included in our collaboration. There you follow our progress and submit requests. The SalesFision Platform is software your team uses for your own business.
Who has access to my data?+
Access is based on your project, team, and permissions. Only the people who need access to support your work should be able to view or manage relevant information. We aim to keep your workspace structured, secure, and easy to control.

Curious how it works for your business?

Plan a meeting, take the Business Scan or put your package together.

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