--- title: SalesStreamliner Reviews meta_title: 'SalesStreamliner Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how SalesStreamliner works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 7 scale: '5' date_modified: '2026-07-17' parent_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # SalesStreamliner Reviews **Vendor:** SalesStreamliner Software **Category:** [Quote-to-Cash Software](https://www.g2.com/categories/quote-to-cash) **Average Rating:** 4.6/5.0 **Total Reviews:** 7 ## About SalesStreamliner Sales productivity software that automates the lead, quote, payment, order process all-in-one streamlined system for channel sales operations and channel sellers. Make sales and access real-time reports from any PC, iPad or mobile device. Simple, stand-alone, quick to deploy, and affordable. ## SalesStreamliner Pros & Cons **What users like:** - Users value the **automation of repetitive sales tasks** , enhancing efficiency and productivity in their sales processes. (1 reviews) - Users find the **easy implementation** of SalesStreamliner enhances efficiency in handling repetitive sales tasks smoothly. (1 reviews) - Users value the **automation of repetitive sales tasks** in SalesStreamliner, enhancing productivity and efficiency significantly. (1 reviews) - Users appreciate the **efficiency improvement** from SalesStreamliner, enjoying enhanced productivity through automation of repetitive tasks. (1 reviews) - Users find **implementation easy** with SalesStreamliner, enhancing efficiency in managing repetitive sales tasks. (1 reviews) - Simple (1 reviews) - Time-saving (1 reviews) **What users dislike:** - Users find the product to be **expensive** and suggest improvements in customer service and integration processes. (1 reviews) - Users often find **integration issues** with business software challenging, affecting their overall experience with SalesStreamliner. (1 reviews) - Users note that **customer support is lacking** , making it difficult to get assistance when needed. (1 reviews) ## SalesStreamliner Reviews ### 1. Best portal for sales **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Enterprise (> 1000 emp.) **Reviewed Date:** January 14, 2025 **What do you like best about SalesStreamliner?** As a person who is using this portal for 6 months , I like how it automates repetitive sales tasks making it more efficient and productive. It is simple to understand and implementing it is easy too. We use it a lot as we do a lot of sales. **What do you dislike about SalesStreamliner?** Its a bit expensive and I feel like customer services can improve. Sometimes integration with the business software is bit of a task. **What problems is SalesStreamliner solving and how is that benefiting you?** It streamlines lead management, quoting, order processing, and payment tracking, reducing manual work and improving overall productivity. Automation allows my sales team to focus on closing deals rather than routine tasks, while real-time analytics enable data-driven decisions to drive growth. ### 2. Easy to use and a wholesome tool for your sales department and get sales through the roof! **Rating:** 4.5/5.0 stars **Reviewed by:** Peter . | The Million Dollar Training by Robert Rolih, Mid-Market (51-1000 emp.) **Reviewed Date:** April 09, 2022 **What do you like best about SalesStreamliner?** It's straight to the point you know exactly on which stage you are with a client and never need to worry about forgetting something. You can track the sales cycle and all the data that you need to make fast decisions and get to as many clients as possible in shortest amount of time. At the end of the month you know exactly how individual sales person did on your team and where is a space to imrpove. **What do you dislike about SalesStreamliner?** For new users, it can be quite messy at first, and need some guidance to get a hold of the tool and start using it to its full potential. Sometimes tracking and sync are not correct. From software to sales funnels, chat apps, and other platforms are not correct or hard to connect with each other as there are some missing integrations with other applications. **Recommendations to others considering SalesStreamliner:** If you are a franchisor, reseller, distributor, or contractor and need software that takes care of everything about sales in your company, sales streamliner is the most cost-effective way for you to get clarity on your sales and sell more without wasting time! **What problems is SalesStreamliner solving and how is that benefiting you?** Collection of leads after they go through the sales funnel, managing them to get them the right thing in the fastest amount possible without wasting time on admin or non-sales-related activities. ### 3. Streamlined sales indeed **Rating:** 5.0/5.0 stars **Reviewed by:** Victoria S. | Event Management Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** December 29, 2021 **What do you like best about SalesStreamliner?** Even my most non-technologically savvy staff were up and running with this sales program in under a day! **What do you dislike about SalesStreamliner?** Nothing coming to mind at the moment.. Maybe more tutorials. **What problems is SalesStreamliner solving and how is that benefiting you?** We're solving issues within the office that we didn't think we'd be able to get the older generation on board with, but the ease of use has been phenomenal and the learning curve is zero-to-none. ### 4. Honest review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Enterprise (> 1000 emp.) **Reviewed Date:** March 22, 2022 **What do you like best about SalesStreamliner?** SalesStreamliner makes doing business easier. It automates mannual sales tasks, reporting and others all in one system. **What do you dislike about SalesStreamliner?** Cost is slightly higher as compare to other and otherwise everything is good. You should try this. **What problems is SalesStreamliner solving and how is that benefiting you?** It helps in improving sales and alternatively getting the more ROI ### 5. Feedback **Rating:** 4.0/5.0 stars **Reviewed by:** Neha G. | Senior Associate in Digital Marketing , Mid-Market (51-1000 emp.) **Reviewed Date:** December 14, 2021 **What do you like best about SalesStreamliner?** It makes doing business easier for various channel sales operations partners and managers.It automates mannual sales tasks,sales reporting and others all in one system. **What do you dislike about SalesStreamliner?** Lit bit high price rest all are ok .No problem in this product. **What problems is SalesStreamliner solving and how is that benefiting you?** It increases sales conversion and improve Marketing ROI... ### 6. Very insightful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Enterprise (> 1000 emp.) **Reviewed Date:** November 18, 2021 **What do you like best about SalesStreamliner?** easy to learn and use. When i train my peers they get it vry quickly **What do you dislike about SalesStreamliner?** Sometimes it can be very slow or hard to update **Recommendations to others considering SalesStreamliner:** recommend to use for wholesale and costumer analytics **What problems is SalesStreamliner solving and how is that benefiting you?** Sales force and equipment that my team needs for their daily jobs ### 7. Excellent Product **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2021 **What do you like best about SalesStreamliner?** The product is an entirely standalone service with automation. **What do you dislike about SalesStreamliner?** So far, I couldn't find any dislikes; everything looks good. **What problems is SalesStreamliner solving and how is that benefiting you?** No manual intervention, complete end-to-end solution. ## SalesStreamliner Discussions - [What is SalesStreamliner used for?](https://www.g2.com/discussions/what-is-salesstreamliner-used-for) - [View SalesStreamliner pricing details and edition comparison](https://www.g2.com/products/salesstreamliner/reviews?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-07+04%3A08%3A04+-0500&secure%5Bsession_id%5D=37898e8f-51d5-42a0-8a62-d7d51fdbf726&secure%5Btoken%5D=71fabd0303dc4fc86be94cb3cdd3cef5c71d55a4756980340fdf4527c0894cd0&format=llm_user) ## SalesStreamliner Features **Additional Functionality** - AI Copilot - Electronic Signature - Approval Process Control - Customer History - Workflow Management - Reminders - Automated Quoting - Price/Margin Management - Contact Management - Drag & Drop - Pricing and Cost Calculations - Calendar Management - Catalog Management - Client Portal - Discount Management - Real-Time Data - Proposal Generation - Billing & Invoicing - Generative AI - Customizable Branding - Template Management - Document Management - Estimating - Email Management - Third-Party Integrations - Reporting & Statistics - Access Controls/Permissions - Customizable Fields - CRM - Pricing Management - API - Accounting Integration - Activity Dashboard - Contract/License Management - Electronic Payments - Audit Trail - Quotes/Estimates **Billing and Payments** - Payment Terms - Personalized Billing - Custom Pricing **Billing** - Automation - Consolidation - Adjustments **Customer Requirements** - Quoting - Configuration - Pricing **Payment Processing** - Encryption - Credit Card Processing - Mobile Payments - Digital Wallet Integration - Debit/Credit Card Processing - Online Payments - Partial Payments - In-Person Payments **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - CRM Integration **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Revenue Recognition** - Usage Tracking - Deferred Revenue - Revenue Accrual **Dunning** - Collections - Escalation **Contracts** - Creation - Negotiation - Execution **Administration** - Reporting & Analytics - E-commerce Integration - Processing Fees - POS Integration - Omnichannel - Levels 1 & 2 - Level 3 - Payment Gateway Integration - ACH Payment Processing - Cryptocurrency Processing **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **Revenue Optimization** - At-Risk Customers - Offer Optimization - Customer Churn - Revenue Forecasting **Performance** - Packages - Discounts - Plan Changes **Revenue** - Invoicing - Matching - Recognition **Payment Options** - Multi-Currency - Online payment portal **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Security** - POS Verification **Reporting** - Dimensions - Deferred Revenue - Revenue Recognition **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Platform** - Accounting integration - E-commerce Integration **Agentic AI - Subscription Billing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Third-Party Integrations - Accounting Integration **Additional Functionality** - For Telecommunications Industry - Reporting & Statistics - Customer History - Activity Dashboard - Alerts/Notifications - Service Provisioning - Multi-Currency - Self Service Portal - Pre-Paid Service - Product Catalog - Generative AI - Configurable Workflow - Payment Processing - Call Data Records(CDR) - API - Flexible Rate Tables - Audit Trail - Customer Accounts - CRM - AI Copilot - For Internet Service Providers (ISP) - Post-Paid Service - ACH Payment Processing - Data Import/Export - Real-Time Analytics - Client Portal - Email Reminders - Customizable Branding - Mobile Access - Tax Calculation - Bank Reconciliation - Transaction History - Contact Database - Credit Card Processing - Customizable Fields - Real-Time Data - Invoice Processing - PCI Compliance - Multiple Payment Options **Additional Functionality** - Data Synchronization - Transaction Monitoring - Purchasing & Receiving - Contactless NFC - Offline Access - Electronic Signature - PCI Compliance - Credit Card Management - Fraud Detection - SSL Security - Mobile Access - Generative AI - Returns Management - Discount Management - Reminders - Barcode/Ticket Scanning - Reporting & Statistics - Recurring/Subscription Billing - Compliance Management - Transaction History - Mobile Card Reader - Sales Tax Management - Customer Database - Receipt Management - Customizable Branding - Invoice Management - Cash Management - Remote Access/Control - Multi-Location - Sales Trend Analysis - CRM - Gift Card Management - Sales Reports - AI Copilot - Multiple Payment Options - Loyalty Program - Status Tracking - Alerts/Notifications - Activity Dashboard - Expense Tracking - Data Security - Payment Links - API - Payment Fraud Prevention - Payment Reconciliation - Data Import/Export - Search/Filter - Real-Time Data - Billing & Invoicing ## Top SalesStreamliner Alternatives - [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) - 4.2/5.0 (1,408 reviews) - [DealHub AI](https://www.g2.com/products/dealhub-ai/reviews) - 4.7/5.0 (844 reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) - 4.3/5.0 (4,050 reviews)