Salesdash CRM Reviews & Pricing

by Salesdash CRM | Founded 2013, Nashville, Tennessee

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Overview Pricing Benefits Reviews Features

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What is Salesdash CRM?

Industry Specialties: Freight, Logistics.

Salesdash CRM is a robust software solution designed to streamline customer relationship management tasks, making it particularly well-suited for small to medium-sized businesses across various industries such as sales, marketing, and customer service. It offers a comprehensive suite of features including contact management, sales pipeline tracking, and task automation, which enhance productivity and efficiency. Users appreciate its intuitive interface and the ability to customize workflows to fit specific business needs. A standout benefit is its seamless integration capabilities with other tools, which simplifies data management and enhances collaboration. Compared to similar products, Salesdash CRM is praised for its user-friendly design and cost-effectiveness, though specific pricing details are not readily available. Interested users are encouraged to contact SelectHub for a tailored pricing quote. Overall, Salesdash CRM provides a versatile and efficient platform for businesses looking to optimize their customer relationship processes.

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Salesdash CRM Pricing

Based on our most recent analysis, Salesdash CRM pricing starts at $39 (Per User, Monthly).

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Starting From: $39
Pricing Model: Per User, Monthly
Free Trial: Yes, Request for Free

Training Resources

Salesdash CRM is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Salesdash CRM:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Salesdash CRM Benefits and Insights

Why use Salesdash CRM?

Key differentiators & advantages of Salesdash CRM

Enhanced Customer Insights: Gain a comprehensive view of customer interactions and preferences, enabling more personalized and effective communication strategies.
Streamlined Sales Processes: Automate repetitive tasks such as follow-ups and data entry, freeing up time for sales teams to focus on closing deals.
Improved Team Collaboration: Centralize communication and document sharing, ensuring all team members are aligned and informed on customer accounts.
Data-Driven Decision Making: Utilize real-time analytics and reporting to make informed decisions that drive sales growth and improve customer satisfaction.
Increased Productivity: Optimize workflows and task management, allowing sales representatives to prioritize high-impact activities and achieve targets more efficiently.
Enhanced Customer Retention: Track customer interactions and feedback to proactively address issues and improve customer loyalty and retention rates.
Scalable Solutions: Adapt to business growth with customizable features that can be tailored to meet the evolving needs of your sales team.
Seamless Integration: Connect with existing tools and platforms, such as email and calendar applications, to create a cohesive and efficient sales ecosystem.
Cost Efficiency: Reduce overhead costs by minimizing manual processes and maximizing the use of automated systems to manage customer relationships.
Enhanced Lead Management: Prioritize and nurture leads effectively with tools that track and analyze lead behavior and engagement.
Improved Forecast Accuracy: Leverage historical data and predictive analytics to create more accurate sales forecasts and set realistic targets.
Customizable Dashboards: Tailor dashboards to display the most relevant metrics and KPIs, providing quick access to critical information for decision-making.
Mobile Accessibility: Access CRM data on-the-go with mobile-friendly interfaces, ensuring sales teams can work efficiently from anywhere.
Comprehensive Training and Support: Benefit from robust training resources and customer support to ensure smooth implementation and ongoing success.
Enhanced Security Measures: Protect sensitive customer data with advanced security protocols and compliance with industry standards.

Industry Expertise

Salesdash CRM is specifically designed for freight brokerages and third-party logistics (3PL) sales teams, providing them with a streamlined way to manage their customer relationships and sales processes. It's ideal for small to midsize businesses in the transportation industry who need a cost-effective and user-friendly CRM solution.

Synopsis of User Ratings and Reviews

Based on an aggregate of Salesdash CRM reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

User-Friendly Interface: Salesdash CRM is recognized for its intuitive design, making it easy for users to adapt to the platform and its features.
Effective Contact Management: Users have highlighted the software's strength in organizing and managing contacts, simplifying communication and relationship building.
Streamlined Sales Processes: Salesdash CRM assists in optimizing sales cycles, allowing businesses to manage their pipelines and track their progress effectively.
Effortless Report Generation: The platform enables users to easily generate reports, providing insights into sales performance and customer interactions.

Cons

Limited Customization: Users seeking a high degree of customization might find Salesdash CRM's options somewhat restricted, particularly when it comes to tailoring the software to very specific business needs.
Customer Support Concerns: Some users have reported experiencing slow response times from Salesdash CRM's customer support, leading to potential delays in issue resolution and impacting user satisfaction.

Researcher's Summary:

Is Salesdash CRM the "dashing" solution your business needs to manage customer relationships? User reviews from the past year suggest it might be, particularly for small to midsize businesses. Users consistently praise Salesdash CRM for its user-friendliness, likening the experience to switching to a familiar phone – intuitive yet enhanced. This ease of use, a crucial factor for businesses seeking efficiency, is exemplified by the straightforward pipeline view and contact management system, allowing teams to focus on selling rather than grappling with complicated software.

While user reviews are overwhelmingly positive, some express a desire for more advanced features. However, the existing functionalities, such as customizable pipelines and task management integrated within the dashboard, are highly appreciated for their role in streamlining the sales process and boosting productivity. One user, a solar consultant, highlighted how Salesdash CRM transformed their workflow, enabling them to manage a 14-week sales process with ease and proactivity, a testament to the software's ability to enhance customer experience through timely communication and meticulous follow-ups.

Salesdash CRM shines in its simplicity and affordability, making it a perfect fit for small to midsize businesses, especially those in freight brokerage and third-party logistics, who are looking for an intuitive yet powerful tool to manage their sales pipeline and customer interactions without breaking the bank.

Key Features

Notable Salesdash CRM features include:

Contact Management: Organize and track all customer interactions with a centralized database that includes detailed contact profiles.
Pipeline Management: Visualize and manage sales opportunities through customizable stages, ensuring a clear view of the sales process.
Email Integration: Seamlessly connect with email platforms like Gmail and Outlook to send, receive, and track emails directly within the CRM.
Task Automation: Automate repetitive tasks such as follow-up reminders and data entry to increase efficiency and reduce manual workload.
Reporting and Analytics: Generate detailed reports and insights on sales performance, customer behavior, and team productivity to inform strategic decisions.
Customizable Dashboards: Tailor dashboards to display key metrics and data visualizations that align with specific business needs and goals.
Mobile Access: Access CRM features on-the-go with a mobile-friendly interface, ensuring productivity outside the office.
Lead Scoring: Prioritize leads based on predefined criteria to focus efforts on high-potential opportunities.
Integration Capabilities: Connect with third-party applications such as Zapier, Slack, and QuickBooks to streamline workflows and enhance functionality.
Role-Based Permissions: Control access to sensitive information by assigning roles and permissions tailored to team members' responsibilities.
Calendar Sync: Synchronize with calendar applications to manage appointments and deadlines efficiently within the CRM.
Data Import/Export: Easily import and export data in various formats to ensure seamless data migration and backup.
Customer Support Tools: Utilize built-in tools for managing customer inquiries and support tickets to enhance service quality.
Activity Tracking: Monitor and log all sales activities, including calls, meetings, and emails, to maintain a comprehensive record of customer interactions.
Custom Fields: Add custom fields to capture unique data points relevant to your business processes and customer relationships.