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Features

Everything your sales team needs, in one system

SaleBee has nine connected modules that follow your sales process from the first prospect to the expense report after the visit. Pick the modules you need; add more as you grow.

Sales Pipeline

Prospects

Every potential customer in one searchable place

Keep individual and organisation prospects with contact details, source and complete follow-up history. Reports and visual summaries show which prospects are worth the next call, and tasks can be created straight from a prospect record.

  • Individual and organisation records
  • Full follow-up timeline per prospect
  • Create tasks and reminders from any record

Leads

See your whole funnel at a glance

Convert prospects into leads and track interest level, status and stage. Create multiple leads for the same prospect, and watch them move through a real-time sales funnel on the dashboard so managers always know where revenue stands.

  • Interest level, status and stage tracking
  • Multiple leads per prospect
  • Real-time funnel on the dashboard

Quotations

Unlimited quotations, zero spreadsheets

Send as many quotations as a deal needs, each with items, quantities, amounts and client or organisation references. Every version is stored against the lead, so the team can see exactly what was offered and when.

  • Unlimited quotations per lead
  • Line items, amounts and references
  • Version history against each lead

Orders

Close won or lost, then learn from it

Mark each lead as won or lost and create the sales order from the accepted quotation in one click. Win and loss reasons feed reports that show what is working in your sales process.

  • Win / lost close with reasons
  • Sales order from accepted quotation
  • Order outcome reports

Field Force

Attendance

Field check-in from the phone

Field staff check in and out from the mobile app, with time and location captured automatically. Managers get a daily attendance view without chasing phone calls or paper registers.

  • Mobile check-in and check-out
  • Time and location captured
  • Daily and monthly attendance reports

Live Tracking

Know where your field team is, right now

See your sales representatives on a live map, review the visits they made and the route they took. Perfect for distributors, trading houses and any business that runs a field sales team.

  • Live map of the field team
  • Visit and route history
  • Built for distributors and field sales

Tasks

Nothing slips through the cracks

Create sales and marketing tasks, assign them to team members, set reminders and track completion. Tasks link back to the prospect or lead they belong to, so context is always one click away.

  • Assign tasks with due dates
  • Reminders and completion tracking
  • Linked to prospects and leads

Back Office

Employees

Your team, roles and records

Store employee profiles and their marketing records in one place. Role-based access means administrators see everything while sales staff see only what they need.

  • Employee profiles and records
  • Role-based access control
  • Activity history per employee
EmployeesAdmin
  • 1Employee profiles and records
  • 2Role-based access control
  • 3Activity history per employee

Expenses

Field expenses, recorded and reported

Sales staff log travel and visit expenses from the app. Managers approve them and export clean expense reports, so month-end reconciliation takes minutes instead of days.

  • Log expenses from the mobile app
  • Approval workflow
  • Expense reports by person and period
ExpensesAdmin
  • 1Log expenses from the mobile app
  • 2Approval workflow
  • 3Expense reports by person and period

And more

Automated SMS campaigns

Send promotional and follow-up SMS to prospects and customers directly from SaleBee.

Reports & dashboards

Sales funnel, conversion, activity and revenue reports, exportable for management meetings.

Roles & security

Role-based access, encrypted connections and backups, built by an ISO 27001 certified team.

Android & iOS app

Field staff work from their phones: attendance, visits, leads, tasks and expenses.

Integrations

Connect SaleBee with your ERP, accounting or SMS gateway. Custom integrations on request.

Settings management

Configure sales stages, lead sources, products and territories to match how you sell.

FAQ

Feature questions

Common questions about modules, mobile access and customisation.

Still have a question? Talk to our team.

What is SaleBee CRM?

SaleBee is a sales CRM software built in Bangladesh by Nexzen Solution Ltd. It keeps prospects, leads, quotations, orders, tasks, field-force attendance and expenses in one system, with a real-time sales funnel dashboard for managers.

Can my field team use SaleBee on mobile?

Yes. Field staff use the SaleBee mobile app to check attendance, log visits and expenses, update leads and create tasks, while managers see live location and progress from the web dashboard.

Is my customer data secure?

Security is a priority. SaleBee uses role-based access, encrypted connections and regular backups, and it is developed by an ISO 27001:2022 certified company. Your customer and employee data stays private to your organisation.

Can SaleBee be customised or integrated with our existing systems?

Yes. SaleBee can be customised to match your sales stages, fields and reports, and it can be integrated with your existing IT systems such as ERP, accounting or SMS gateways.

How long does it take to get started?

Most teams are up and running within a few days. The interface needs no complicated training, and our Dhaka-based team handles setup, data import and onboarding with you.

See SaleBee with your own sales process

Book a free demo. Our team in Dhaka will walk you through prospects, leads, quotations and field tracking, usually within one business day.

No obligation · Reply within one business day