--- 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. 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... ## 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?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+12%3A18%3A02+-0500&secure%5Bsession_id%5D=7cd933c2-38a4-4dcf-9fda-3999ea4aeaca&secure%5Btoken%5D=4055507704106d24cc98fc9ea614d665da12f12132c516e7eee11bc02010c0db&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 - Digital Wallet 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 - Self Service 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 (848 reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) - 4.3/5.0 (4,084 reviews)