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Sales Starter

Organize contacts, deals and access all conversations and emails in one place.

US$ 12

Per user per month, billed annually

or $15 per user if billed monthly

Popular

Sales Pro

Manage orders and products. Create quotes and volume discounts for customers.

US$ 30

Per user per month, billed annually

or $35 per user if billed monthly

Sales Starter features, plus:

Enterprise

Get the full suite with purchase and sales functionalities.

US$ 60

Per user per month, billed annually

or $70 per user if billed monthly

Sales Pro features, plus:

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

Created by potrace 1.16, written by Peter Selinger 2001-2019

Available in 5 languages

Available in English, French, German, Spanish and Dutch

Created by potrace 1.16, written by Peter Selinger 2001-2019

Enhanced Privacy and Security

GDPR and PIPEDA compliant. Hosted in state-of-the-art Microsoft data center

Created by potrace 1.16, written by Peter Selinger 2001-2019

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.

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