Salesdash

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United States HQFounded 2013

Deployment

Web-basedWindowsMac

Overview

About Salesdash

Salesdash CRM helps grow your sales by increasing your follow-up rates.

Add contacts and businesses in bulk to your system by importing, which takes minutes. Create custom fields to import and add the details you need that are specific to your business.

Integrate with tools like G-Suite and Outlook for email and calendar, as well as Zapier for automation with 4,000+ other apps.

Prevent missed follow-ups with today's tasks, overdue tasks, and Salesdash also provides suggested follow-ups for those you forgot to set a reminder for. We rank these follow-ups based on your data inputs (activities, revenue, projected close date, etc.).

Track communication history with each client, set follow-ups in one click.

Build custom stages for pipeline management and track where your deals are in the buyers journey.

Set goals for activities, new deal generation, and won deals to monitor you and your team's progress.

At a glance

Software information

Industries served, licensing and the support Salesdash provides.

Industries

  • Accounting

Licensing

  • Proprietary
  • Monthly Payment
  • Annual Subscription
  • Free trial

Support

  • Email
  • 24x7 Support

Training

  • Documentation
Languages (1)
English
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Capabilities

Salesdash features

The full feature set, grouped by module.

CRM Software

  • Calendar & Task
  • Custom Dashboard
  • Email Integration
  • Forecasting & Analytics
  • Lead Management
  • Mobile Access
  • Pipeline Management
  • Reporting
  • Sales Automation
  • Security

Plans

Salesdash pricing

Free Version
No
Payment Frequency
Monthly Payment, Annual Subscription
Preferred Currency
USD ($)
Free Trial
14 Days

Media

Screenshots & video