14-Day Free Trial

Close more deals with AI-powered CRM

Join UK sales teams already using SalesHub Cloud. No credit card required.

✓ AI case notes ✓ Pipeline automation ✓ UK data residency

By starting a trial you agree to our Terms and Privacy Policy. GDPR compliant. UK data residency.

Trusted by UK sales teams

✓ AI lead scoring ✓ 14-day free trial ✓ No credit card ✓ UK data storage

What you get in your SalesHub Cloud free trial

Your 14-day trial gives you the full SalesHub Cloud platform — not some watered-down demo. The moment you sign up, you get a private workspace set up for your firm: your own pipeline, contacts, cases, and team logins, ready to go. Nothing to install either. SalesHub Cloud runs in any modern web browser, so your team can be working leads the same day.

During the trial, you can import or create contacts, build out your pipeline, score and qualify leads, set up automated follow-ups, and connect the channels your clients already use. No credit card needed to get started — and you only decide whether to subscribe once the trial's done.

Manage your pipeline your way

Every lead and case gets its own place in a visual, multi-stage pipeline. Drag deals between stages, spot what's stuck, and keep the whole team working from the same source of truth.

Each record holds the full history — emails, calls, notes, files, signed documents. So when a colleague picks up an enquiry, nothing's been lost and they're up to speed in seconds.

You can tailor pipeline stages to match how your firm actually works. Whether that's an immigration matter, a housing case, or a standard B2B sales cycle — the pipeline bends to fit you, not the other way around.

AI lead scoring and risk flags

Rather than guessing which enquiries deserve attention first, SalesHub Cloud scores your leads so the team can focus on the ones most likely to convert. It's not just scoring, either. The AI surfaces case notes, flags risks, and catches stalling deals before they go cold.

The goal? Less time on admin. More time on the conversations that actually win work.

Automation and multi-channel follow-up

Following up is where most pipelines quietly fall apart. SalesHub Cloud takes the repetitive work off your plate — drip sequences, reminders, stage-based actions — across email and SMS. Set your sequence once, and the platform keeps every lead warm from there. No one has to remember the next step. It just happens.

WhatsApp, Facebook and TikTok lead integrations

Your clients message you where they're already hanging out. SalesHub Cloud connects to the WhatsApp Business API via Twilio — so you can send, receive, and log conversations directly against a contact or case. Leads from Facebook and Instagram sync automatically through the Meta Graph API. TikTok leads arrive via real-time webhook, with a scheduled fallback if you need it.

And here's the thing — every lead gets deduplicated and assigned automatically. No manual sorting. No cross-channel blind spots. Nothing slips through.

E-signing and document templates

Send client agreements and onboarding paperwork without leaving the platform. SalesHub Cloud gives you HTML document templates with merge fields, PDF generation, and OTP-verified client signatures — every step fully audit-logged. Your paperwork stays compliant. Your client file stays complete.

Security and UK data residency

SalesHub Cloud is built for UK firms and keeps all data stored in the UK. Every record — contacts, cases, emails, files — is tied to a single organisation ID. That means no data bleeds across organisations; your team works in a fully isolated environment, completely separate from anyone else on the platform.

It's GDPR-compliant, and if you need to remove someone's access in a hurry, one click disables their account instantly — blocking the login and killing all active sessions on the spot.

Onboarding and migrating from another CRM

If you're moving from a spreadsheet or another CRM, you won't lose a thing. Import your existing contacts, bring your pipeline across, and you're up and running — no starting from scratch. Our team will help you map your data and set up your stages properly. Most firms are working live leads within the first day or two.

Who SalesHub Cloud is for

SalesHub Cloud was built for UK immigration and housing law firms — the kind of practices where pipelines have multiple stages, compliance isn't optional, and client communication never stops. But it works just as well for any UK sales team or professional-services firm that needs to qualify leads properly, keep follow-ups from falling through the cracks, and maintain a clean, compliant client record:

What happens after your trial ends

After 14 days, you pick a plan and subscribe to keep your workspace — or your account is simply paused. Nothing gets charged automatically, and we don't ask for a card upfront.

Plans start at £24 per user / month (Essentials), £39 for Professional, and £59 per user / month for Scale — built for larger teams that need multi-org control and advanced compliance. You can upgrade or downgrade whenever you like. Upgrades kick in immediately and are billed pro-rata.

And there's no long lock-in. If SalesHub Cloud isn't the right fit, just let the trial lapse. Simple as that.

Free trial FAQs

What's included in the free trial?
The trial gives you full access to the SalesHub Cloud platform — your own workspace, your own pipeline, the whole thing. We're talking AI lead scoring, automation, WhatsApp/Facebook/TikTok lead integrations, e-signing, and team logins. Not a watered-down demo. The complete product, ready to run.
How long is the trial and do I need a credit card?
The trial lasts 14 days and you don't need a credit card to get started. Sign up with your name, work email, and company — your workspace is ready immediately.
What does it cost after the trial?
Plans start at £24 per user/month for Essentials, £39 for Professional, and £59 for Scale. And you'll only be charged if you decide to subscribe at the end of the trial — nothing gets taken automatically.
Where is my data stored and is it secure?
Your data stays in the UK. SalesHub Cloud stores everything in the UK and we're fully GDPR-compliant. Every record is tied to your organisation ID and kept completely isolated — so your client data never touches another organisation's environment, and no one outside your team can see it.
Can I migrate from another CRM and get help onboarding?
Yes. You can import your existing contacts and pipeline during the trial — and our team will help you map your data and configure your stages. Most firms are working live leads within a day or two.
Who is SalesHub Cloud for?
Built for UK immigration and housing law firms — but it works just as well for any UK sales team or professional-services firm running a multi-stage pipeline. If you need lead scoring, automated follow-up, and compliant client records, you're in the right place.
How do I cancel?
If you decide it's not for you, just don't subscribe — your trial account is paused at the end of the 14 days and there's nothing to cancel because we don't take your card details up front. Already subscribed? You can stop your plan at any time.