Boolment CRM Review

Boolment CRM
Our score: 8.0 User satisfaction: N/A

What is Boolment CRM?

Boolment CRM is a multi-functional client, lead, and contact management software that offers marketing and analytics capabilities. It lets you rigorously organize information about your products, customers, and prospects for you to provide the best materials to your audiences and thereby build fruitful relationships with them.

You can also stringently ensure that you meet your clients’ needs especially when it comes to support. That is why Boolment CRM has a customer service management module that assists your representatives in addressing queries and issues. Aside from that, this provides clients with a dedicated self-service portal for swift and easy access to their information.

Moreover, Boolment CRM serves as your file and document repository. With it, you can seamlessly access data regarding your business, products and services, and customers when needed. This paves the way for rapid responses to client queries as well since your sales and customer service representatives can easily draw information from the software.

Overview of Boolment CRM Benefits

Contact & Data Organization

For your business to grow, you need a software that can help you keep your contacts in order. Boolment CRM helps you in that regard as you can use it to store information about your partners, vendors, and customers that you can quickly access when you need to communicate with them.

Moreover, you can utilize the software as a repository for files and documents. You can even associate these with the contacts, leads, and customers they are related to. As such, whenever you need relevant information, you can pull up pertinent material expeditiously.

Sales Pipeline Management

Boolment CRM has a robust sales module that allows you to funnel your leads to the right directions at the optimum moments. With it, you can take advantage of opportunities and convert more prospects into paying customers.

Detailed Reports & Dashboards

When you need a quick overview of business information, Boolment CRM gives you that through its detailed dashboards. You can customize these to display the data that are most pertinent to you so you can immediately see material that you need.

Furthermore, Boolment CRM can give you thorough reports on different things. You can utilize the data generated by the software to improve your products and services, customer service, and your business strategies.

Client Self-Service Portal

When customers want to view information, you can give them a swift solution through the self-service portal. Boolment CRM enables you to set-up one for your customers for them to see and update their profiles by themselves. This reduces calls to your customer center and empowers your clients by letting them have control over their data.

Different Communication Methods

With a robust CRM within your reach, you can connect with your prospects and customers through different channels. As such, you can connect with them via their most preferred method. And whichever that is, you can expect to have details of exchanges, actions taken, and actions that need doing to be displayed on the Boolment CRM system for sales representatives to do follow-ups.

Workflows & Approvals

You can employ Boolment CRM to create an effective workflow for the different teams in your company. When you have it set, everyone can follow it for a more efficient conduct of tasks, especially when people need approvals to take definite actions.

Overview of Boolment CRM Features

  • Products Management
  • Quotes Management
  • Order Management
  • Invoicing
  • Electronic Signature Support
  • Recurring Billing
  • Payments Management
  • Reminders
  • Profile & Contact Management
  • Customer Activity Reports
  • Service Requests & Orders
  • Contract Administration
  • Complaints & Cases Management
  • Escalation Workflow
  • Employee Management
  • Service Planning & Analytics
  • Customer Self-Service Portal
  • Sales Forecasting
  • Incentives & Commissions Management
  • Opportunity Management
  • Pipeline Analysis
  • Document Management
  • Campaign Management
  • Customer Segmentation
  • Lead Management
  • E-Marketing
  • Trade Promotions Management
  • Marketing Planning & Analysis
  • Statistics Dashboard & Reports

What Problems Will Boolment CRM Solve?

1) Increased Sales

With Boolment CRM, managers can monitor the performance and progress of their sales teams. More than that, this application can tightly integrate the sales group with the marketing department. As such, the sales unit can gain complete visibility into marketing campaigns and be well informed to close deals while giving their manager insights into their actions. Furthermore, users can access the solution offline and when they are on the go through mobile applications. Moreover, the software has automation capabilities that put into autopilot many tedious tasks such as sending follow-up communications and creating quotes to reduce the administrative responsibilities of the sales team.

2) Historical Data Access

Boolment CRM stores information regarding past transactions and communications with contacts, prospects, and customers. Thus, representatives from sales, marketing, and customer service departments can view historical data to help them ascertain how they can pick up communications with clients and prospects and to ascertain which marketing methods work best. You can even use these details from the past to analyze trends and build stronger and better business models to improve your operations continuously.

3) Detailed Reporting

Because of its ability to capture different kinds of data, Boolment CRM can provide highly detailed reports to users when they need them. Because it can integrate with various tools, the solution can provide visual reports that are easily digestible. Aside from that, it can generate spreadsheets based on information from dashboards. With this wealth of information, managers and key personnel can review their teams’ performances on multiple aspects and use these insights to train their members and enhance their services.

Awards & Quality Certificates

This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.
An award given to products that have recently entered the market but are already becoming very popular

Boolment CRM Position In Our Categories

Because companies have unique business-related needs, it is only rational that they steer clear of buying an all-in-one, ”best” business program. Needless to say, it is troublesome to try to come across such an app even among well-known software products. The logical step to do would be to make a list of the different vital factors which require investigation like important features, pricing, technical skill levels of the users, company size, etc. Next, you must perform your product research fully. Go over some of these Boolment CRM analyses and scrutinize the other software options in your shortlist more closely. Such detailed product research ascertains you circumvent ill-fitting applications and choose the system that has all the aspects your business requires in sustaining growth.

Position of Boolment CRM in our main categories:

TOP 500

Boolment CRM is one of the top 500 CRM Software products

If you are considering Boolment CRM it may also be sensible to investigate other subcategories of CRM Software listed in our base of SaaS software reviews.

There are well-liked and widely used solutions in each software category. But are they automatically the best fit for your enterprise’s unique requirements? A market-leading software product may have thousands of customers, but does it offer what you require? For this reason, do not blindly spend on popular systems. Read at least a few Boolment CRM CRM Software reviews and consider the aspects that you desire in the software such as the cost, main functionality, available integrations etc. Then, shortlist a few solutions that fit your wants. Try out the free trials of these apps, read online opinions, get information from the maker, and do your research meticulously. This exhaustive research is sure to assist you find the finest software application for your firm’s specific wants.

How Much Does Boolment CRM Cost?

Boolment CRM Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Boolment CRM is a robust application that allows you to cover different aspects of your business. If you are interested in making your business more organized and to increase conversions with this solution, you can request custom enterprise pricing from the sales team by phone, email, or web form.

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Boolment CRM reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Boolment CRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based


  • Cloud Hosted

Language Support

  • English
  • Hindi

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

Popular Boolment CRM Alternatives

Top Competitors To Boolment CRM By Price

Trending CRM Software Reviews

Product name:

Boolment CRM Comparisons

What are Boolment CRM pricing details?

Boolment CRM Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Boolment CRM is a robust application that allows you to cover different aspects of your business. If you are interested in making your business more organized and to increase conversions with this solution, you can request custom enterprise pricing from the sales team by phone, email, or web form.

What integrations are available for Boolment CRM?

You can integrate Boolment CRM with your existing third-party solutions such as ERPs, HRMS, inventory managers, and more.


Boolment CRM
is waiting for
your first review.


Write your own review of this product


More reviews from 0 actual users:

women man women man man women

Join a community of 7,369 SaaS experts

Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.

Sign in with LinkedIn Why we require LinkedIn?
  • Show the community that you're an actual user.
  • We will only show your name and profile image in your review.
  • You can still post your review anonymously.


Sign in with company email

Sign in with company email

Reviewed By Louie Andre
Page last modified
Did you find this review useful?
Yes No

Thank you for your feedback

How can we make this page better?

Unsure about this software?

Why is FinancesOnline free? Why is FinancesOnline free?

FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.