Take us for a test drive
Access our business subscription
Let’s agree how long you need
Let’s agree what you want to achieve
One user per company
Unfortunately no CRM integration
We’ll be on hand to help
Take your first step to improvement
Buyer team management
Create and manage buyer team contact profiles
Create buyer team organigrams
Team role, reporting lines plus team dynamics
Download buyer team
organigrams as images
Share information access with
other Standard users
Sync contact Steps with
Office 365 or Google Calendars
Integrate with Salesforce/Dynamics 365/SugarCRM
Everything in Standard plus:
Manage opportunity business drivers, problems and needs
Qualification and Win Potential calculator
Manage decision/buying process
Create SWOT and RAID charts
Manage opportunity Objectives and Tasks
Download opportunity reports
Mutual Action Plans
Frequently Asked Questions
VAT (Value Added Tax)
We are registered for VAT (GB 266157390) and therefore our price for UK customers includes VAT at the prevailing UK rate.
For any customers outside of the UK our prices exclude any VAT charges.
Is my information safe?
Boxxstep is hosted by Microsoft Azure. A cloud computing service created by Microsoft for building, deploying, and managing applications and services through a global network of Microsoft-managed data centers.
What’s more security and privacy are fully embedded into the development of Azure and Microsoft from code development to incident response.
Microsoft has leveraged its decades-long experience of building enterprise software and running some of the world’s largest online services to create a robust set of security technologies and practices. As a result Azure infrastructure is resilient to attack, safeguards user access to the Azure environment and helps keep customer data secure through encrypted communications as well as threat management and mitigation practices, including regular penetration testing.
How does it connect or integrate to my CRM?
CRM integrations are available through our Standard and Business subscriptions.
You can synchronise Boxxstep with your Salesforce (Lightning or Classic experience)Microsoft Dynamics 365 or SugarCRM solutions.
The integrations enable you to choose which opportunities, and associated contacts, that you want to import into Boxxstep via a single click. Once this has been setup any changes or additions to this opportunity within your CRM will automatically be updated within Boxxstep.
In addition to this Salesforce, Dynamics 365 and SugarCRM users will be able to open Boxxstep opportunity information, SWOT and RAID analysis forms, the buyer team organigrams for roles, reporting lines and internal politics, as well as the Mutual Action Plan from within their CRM.
Finally to help with great deal reviews in Boxxstep we copy key information from CRM and present it within the opportunity list display in Boxxstep. This includes Sales Stage, Close Date, Value and Probability.
Can I import data from my CRM?
We want to make using Boxxstep as easy as possible for you, to that end you will not have to re-enter the same data you’ve already inputted into your CRM solution. Data duplication is kept to minimum due to Boxxstep BR serving a different purpose to your CRM.
In order to import basic information (such as Company Name, Contact Name, Contact Email, etc) into Boxxstep from your current CRM first you must run an export of data from your CRM and save the file. Just click on your photo or initials in the top left corner and then select ‘Import Data’ followed by ‘Upload file’. Boxxstep will then take the data it needs to populate our fields from the file.
How much is Boxxstep?
Boxxstep Standard or Business users are charged an annual fee of £90/£150 or $126/$210 USD. See our pricing page to select a currency that suits you.
See our pricing page for what’s included with each option.
Can I pay with a credit card?
Boxxstep utilises a service called Stripe which accepts almost any type of credit or debit card.
Stripe operates in over 44 countries allowing both private individuals and businesses to securely make payments over the Internet.
Will I get a copy of an invoice for my Standard or Business subscription?
Boxxstep subscribers will automatically receive an invoice for the value and period of their subscription. The invoice is generated within the system and can be accessed and downloaded by your Boxxstep administrator.
Will Boxxstep automatically renew annually?
Boxxstep do not automatically renew your annual subscription.
Towards the end of your subscription year you will receive notification that it is due for renewal. In the event that you wish to renew your subscription your system administrator will be able to do so within Boxxstep
Can I get Boxxstep in different languages?
Boxxstep is currently only available in English. Although we have plans to add additional languages in the future.
Can I use Boxxstep on my smartphone or tablet?
Yes, you can. Boxxstep has been optimised for all types of devices.
Smartphones, however, have a significantly smaller display than your PC, Mac or Laptop. With this in mind you will need to enlarge the organigrams to be able to clearly view the information.
Is there a Boxxstep iOS or Android application?
Presently Boxxstep is not currently available as a mobile application.
However we are currently exploring the feasibility of displaying Boxxsteps organigrams within a mobile application. In the event that we are able to provide this functionality to our required high standards then we will work towards the release of a stand-alone app.
Can I upgrade from a Standard subscription to a Business subscription?
Once you see the extra benefits that Boxxstep Business provides you’ll want to upgrade from the standard account subscription.
Boxxstep have ensured that you will be able to do this seamlessly with no impact to existing data.
As a business subscriber how do I allocate and manage our licenses?
Boxxstep Business users will receive an allocation of individual licenses with their subscription.
You will be able to use one of our administration tools to add or remove users to Boxxstep.
Adding a new user is as simple as adding their email address, they will then be automatically notified and the Boxxstep on-boarding process will begin. Should you have members of staff who leave or no longer require access to Boxxstep, then it is equally as simple to remove them from your subscription allocation.
What happens when I close an ‘Opportunity’ is my information saved?
Information you capture about a company opportunity and their buyer team is valuable and could be required in the future.
Once you close an opportunity Boxxstep will keep all of the information safely for you should you wish to access it again in the future.
Can I synchronise reminders and complete dates of my Steps and Objectives into my Calendar?
Yes you can synchronise Steps and Objectives/Tasks with times/dates into your Google or Office 365 calendars if you are a Pro or Business subscriber.
How can I change or reset my email or password?
Just click on your photo or initials in the top left corner, followed by ‘Account Settings’.
To change your email address click on the @ symbol on the right side of the pop up.
To change your password click on the padlock symbol on the right side.
What notifications will I get?
Boxxstep BRM for complex sales opportunities software has a number of email notifications built into the system. You will receive an email in the following scenarios:
- Another Boxxstep user has shared access to their information with you
- A contact ‘Step’ has been assigned to you by another Boxxstep user
- An opportunity ‘Objective’ or ‘Task’ has been assigned to you by another Boxxstep user
- When a reminder time/date has been set for a contact ‘Step’ or opportunity ‘Objective/Task’
- When another Boxxstep user has commented on an opportunity that you own
Can I delete my account and personal information?
Standard and Business account administrators can delete accounts and all personal information, in doing this you will be removed from our contact database and you will no longer be contacted.