Start growing your business
Sales Starter
Organize contacts, deals and access all conversations and emails in one place.
$ 4
Per user per month, billed annually
or $5 per user if billed monthly
- Unlimited leads, deals, pipelines, visual sales boards
- Unlimited activities, tasks and meetings
- 2-way sync with Google Workspace and Microsoft Outlook
- Easy data import
- Dashboards and reports
- Unlimited teams
- Unlimited custom fields
- Document storage
- Unlimited email templates and signatures
- Multi-currency support
- Cost tracking per deal
- Mailchimp sync
Popular
Sales Pro
Manage products, services and orders. Create quotes and volume discounts for customers.
$ 9
Per user per month, billed annually
or $10 per user if billed monthly
Sales Starter features, plus:
- Order tracking
- Sales quote management
- Unlimited products and services
- AI-powered lead scoring
- Intelligent bad customer alert
- Mailchimp automation
- 1 lead form
Enterprise
Get the full suite with purchase and sales functionalities.
$ 19
Per user per month, billed annually
or $22 per user if billed monthly
Sales Pro features, plus:
- Unlimited purchase and delivery tracking
- Vendor quote management and best price finder
- Comprehensive purchase tracking
- Sales and purchasing team collaboration
- Sales and Purchase Teams
- 5 lead forms
All plans
Money Back Guarantee
Get a full-refund within 60 days if you are not satisfied. No questions asked
Mobile & Tablet Access
Get the same experience in your desktop, mobile and tablet
Available in 5 languages
Available in English, French, German, Spanish and Dutch
Enhanced Privacy and Security
GDPR and PIPEDA compliant. Hosted in state-of-the-art Microsoft data center
Free Customer Support
Free customer support for any question you may have
Frequently asked questions
If for any reason you’re not satisfied with your membership, simply e-mail us during your first 60 days and we’ll refund your money, no questions asked. Please note that we can only offer refunds if you have purchased a plan directly from CreamSoda.
You can add all of your team members during your free-trial period. No credit card required.
We have an easy to use feature that allows you to import your contacts, deals and products using an Excel file. If you need help with your data import, email us and a member of our customer success team will be happy to assist you.
CreamSoda is a cloud-based solution that do not need IT help for implementation. However, if you need an on-premise solution, please contact us.
You can email us at support@crmsoda.com.
Sales Starter
Sales Pro
Enterprise
Deal Management
Close more deals with a visual board. Visual notifications ensure that deals do not remain stagnant
Sales Deal
Sales Deal
Sales & Purchase Deal
Order Management
Manage your orders in a visual board. Visual notifications ensure that orders are shipped and delivered on time
Customizable Pipelines
Create unlimited sales and purchase pipelines based on your organizational processes
Sales Pipeline
Sales Pipeline
Sales & Purchase Pipeline
Profitability Dashboard
Track deal profitability on a visual dashboard
Cost Tracking
Track costs associated with a deal
Snooze Deals
Is your deal taking unusually long time to close or to be delivered? Snooze it to a particular date
Document Management
Store and track deal-related documents
Multi-currency support
Record deal revenue and costs in multiple currencies
Deal Conversations
View all conversations related to a deal right from the deal view
Privacy
Manage the privacy of your deal by only allowing access to a particular group of users from your company
History
View all changes made to your deal in a timeline view
Custom Fields
Record unlimited data fields tailored to your business. Get access to many types of data fields, set them as required or optional and provide help text for each field to specify what information should be captured
Data Import
Easily import all of your contacts, deals and products using a spreadsheet. CreamSoda will automatically import all valid data and inform you about any invalid or duplicate data so that you can easily correct them
Quote Management
Create unlimited quotes and have the option to quote prices by unit, weight, volume, dimension, or time
Sales Quotes
Sales & Purchase Quotes
Product Management
Manage all of your products. Product supports different types of pack sizes
Price Comparison
Identify the best quote and ensure that you are not leaving money on the table
Side-by-side Quote Comparison
Compare quotes side-by-side
Privacy
Manage the privacy of your quote by only allowing access to a particular group of users from your company
Document Management
Store and manage documents relevant to a quote
Custom Fields
Capture quote information unique to your business or industry
Multi-currency support
Record quotes in multiple currencies
Automated data entry
Automatically capture quote data from emails into CreamSoda. This feature requires set up and may not be applicable to all industries
Customer Claims Alert
Get notified if a customer is returning more products than normal with other vendors
Vendor Claim Alert
Get notified if a vendor is experiencing abnormally high amount of returns from their customers
Shipment Delay Alert
Get notified if a vendor is experiencing abnormally long shipment delays before you make a purchase
Team Management
Create unlimited teams. Each team consists of a manager and multiple direct reports
User Management
Create unlimited users
Role based access
Assign specific roles to users
User Onboarding
Bulk assign contacts and deals to new users
Team Views
Get access to specialized team views designed to improve team collaboration
Tasks
Create and assign tasks to yourself or a team member. Track pending tasks on a visual board
Snooze Tasks
Snooze tasks to delay the completion date
Meetings
Set up meetings with a contact or set up the meeting on behalf of a team member
Outlook Email Sync
Sync your Microsoft Outlook email with CreamSoda
Outlook Calendar Sync
Sync your tasks and meetings with your Microsoft Outlook calendar
Google Workspace Email Sync
Sync your Google Workspace email with CreamSoda
Google Workspace Calendar Sync
Sync your tasks and meetings with your Google Workspace calendar
Upcoming Meeting Notification
Get upcoming meeting notifications in CreamSoda to plan your day
Track Email Opens
Track when a contact opens an email you sent
Contact Management
Store any information related to a contact
Likeability Score
Find out how happy your customers are to know which relationship to improve. Our Artificial Intelligence (AI) algorithm can analyse all conversations and tell you the happiness score of a contact
User Scored
AI Scored
AI Scored
Custom Fields
Record unlimited information about your contacts. Get access to many types of data fields and set them as required or optional
Account Management
Assign a Key Account Manager (KAM) to important contacts
Followers
Receive updates about a particular contact by following their contact profile
History
View the activity log of a contact
Conversations
View all conversation about a contact in a timeline view
Document Management
Store and manage documents related to a contact
Hashtags
Categorize customers and conversations using Hashtags
Auto Email Linking
Automatically link emails received from contacts to their profile in CreamSoda
Lead Forms
Automatically add prospects from your website or other campaigns to your CreamSoda account using Lead Forms
1 Lead Form
5 Lead Forms
Targeted Email Campaign
Export contact lists to Mailchimp to create a targeted email campaign
Sync with Mailchimp
Sync targeted contact list with Mailchimp
Manual Sync
Auto Sync
Email Templates
Create unlimited email templates
Outlook Email Sync
Sync your Microsoft Outlook email with CreamSoda
Google Workspace Email Sync
Sync your Google Workspace email with CreamSoda
Hashtags
Categorize your contacts using Hashtags
Graph Search
Use graph search to perform advanced searches
Group Email
Create email templates and save your To, CC and BCC list for sending group emails
Track Email Opens
Track when your email was opened by a recipient
Revenue and Cost Reports
Create visual reports about your businesses’s revenues costs and filter the report by timeline and users
Pending Tasks
View all pending tasks assigned to you or any other member in your organization
Upcoming Meetings
View all upcoming meetings
Active Deals
View all active deals assigned to you or any member of your organization
Comprehensive Audit Log
We keep detailed audit log of activities in case if you need it
World-class Data Center
CreamSoda uses Microsoft Azure’s cloud-based data centers to store your data securely
256-bit AES Encryption
CreamSoda encrypts your data at rest in our data centers and in transit over the internet to provide service
Data Backup
CreamSoda uses Microsoft Azure services to back up all data
Long-term data retention policy
CreamSoda has long-term data retention policy that enables us to store encrypted data in multiple regions securely to prevent a single point of failure