SalesTrip
SalesTrip is an all-in-one travel and expense management software built natively on Salesforce to help you manage business travel, automate expense reporting, and track ROI on your spend.
Shoeboxed
Shoeboxed is a specialized document management software that digitizes paper receipts and business cards into audit-ready data to simplify your expense tracking, tax preparation, and bookkeeping processes.
Quick Comparison
| Feature | SalesTrip | Shoeboxed |
|---|---|---|
| Website | salestrip.com | shoeboxed.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | $9/month | $18/month |
| FREE Trial | ✘ No free trial | ✓ 30 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2018 | 2007 |
| Headquarters | London, UK | Durham, USA |
Overview
SalesTrip
SalesTrip is a travel and expense management system designed specifically for organizations already using Salesforce. You can manage the entire lifecycle of business travel—from searching and booking flights or hotels to submitting automated expense reports—all within your existing CRM environment. By keeping travel data inside Salesforce, you can link every trip and expense directly to a specific client, deal, or project to see the true cost of winning new business.
The platform eliminates the need for manual data entry by automatically pulling booking details into expense claims. You can set automated travel policies to ensure your team stays within budget while providing them with a consumer-grade booking experience. Whether you are a small sales team or a global enterprise, SalesTrip helps you gain full visibility into how your travel spend contributes to your company's bottom line.
Shoeboxed
Shoeboxed helps you eliminate the headache of manual data entry by turning your physical piles of receipts into organized digital data. You can simply mail your documents in a pre-paid Magic Envelope or use the mobile app to snap photos on the go. The platform uses a combination of OCR technology and human verification to ensure your data is accurate and categorized for tax season.
Beyond just storing images, you can generate comprehensive expense reports and export data directly to your favorite accounting tools. It is designed specifically for small business owners, freelancers, and frequent travelers who need to stay organized without spending hours on paperwork. You get a centralized, searchable database that makes audits stress-free and keeps your finances in clear view.
Overview
SalesTrip Features
- Native Salesforce Booking Search and book flights, hotels, and rail travel directly within your CRM without ever leaving the Salesforce interface.
- Automated Expense Claims Generate expense reports automatically from your travel bookings to save time and reduce manual data entry errors.
- Trip-to-Deal Mapping Link your travel costs directly to Salesforce opportunities or projects to calculate the exact ROI of your business trips.
- Smart Policy Engine Set custom travel policies and approval workflows to ensure every booking stays within your company's specific budget guidelines.
- Mobile Receipt Capture Snap photos of receipts on the go with your mobile device and instantly attach them to your digital expense reports.
- Real-time Spend Analytics Access live dashboards and reports to monitor your travel spend and identify cost-saving opportunities across your entire organization.
Shoeboxed Features
- Magic Envelope Service. Mail your pile of paper receipts in a pre-paid envelope and let professionals scan and verify everything for you.
- Mobile Receipt Capture. Snap photos of receipts with your phone to instantly upload and extract key data like vendor, date, and total.
- Audit-Ready Storage. Store high-resolution images of your receipts that are officially accepted by the IRS and Canada Revenue Agency for audits.
- Business Card Digitization. Transform physical business cards into a digital contact list that you can export to your CRM or email marketing tools.
- Expense Report Generation. Create professional PDF or CSV expense reports with attached receipt images to simplify your reimbursement and tax filing.
- Automatic Gmail Sync. Connect your Gmail account to automatically pull digital receipts from your inbox into your Shoeboxed dashboard for central tracking.
Pricing Comparison
SalesTrip Pricing
- Native Salesforce integration
- Mobile receipt capture
- Automated expense reporting
- Approval workflows
- Standard spend reporting
- Link expenses to Salesforce records
- Everything in Expense, plus:
- In-app travel booking
- Flight, hotel, and rail inventory
- Automated trip-to-expense sync
- Advanced travel policy engine
- Centralized company billing
Shoeboxed Pricing
- Up to 25 documents per month
- 1 user included
- Unlimited receipt storage
- Mobile app access
- Email and OCR processing
- Standard integrations
- Everything in Startup, plus:
- Up to 150 documents per month
- Unlimited users
- Magic Envelope mail-in service
- Free shipping both ways
- QuickBooks and Xero integration
Pros & Cons
SalesTrip
Pros
- Seamless integration for existing Salesforce users
- Eliminates manual data entry for travel bookings
- Provides clear visibility into deal-specific ROI
- User-friendly mobile app for receipt management
- Consolidates travel and expenses in one place
Cons
- Requires an active Salesforce subscription
- Initial configuration can be complex for beginners
- Limited utility for teams not using Salesforce
- Learning curve for advanced reporting features
Shoeboxed
Pros
- Human-verified data ensures high accuracy levels
- Magic Envelope service saves hours of scanning
- IRS-accepted digital images provide peace of mind
- Simple mobile app for instant receipt capture
Cons
- Mail-in processing can take several days
- Monthly document limits are strictly enforced
- Subscription costs are higher than basic apps