User-friendly and affordable CRM

Easy-to-use CRM to capture client information so you can provide a better customer experience to grow sales. Implement your CRM and get running on day one with no set up fees.

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Save time from spreadsheets and focus on activity with potential clients for sales

Spreadsheets make it difficult to access client info and organize the info you have noted about them. Salesdash makes this easier with clean client profiles and the ability to set reminders for follow ups.

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Integrate with Google or Outlook

Two-way sync your calendars, and send outbound emails from client pages in Salesdash.

  • Send outbound emails from client pages with Gmail or Outlook
  • Email tracking: receive notifications when your emails are opened
  • Build your own email signature
  • Emails auto-logged in your timeline to track history

Build your CRM to your needs

Your business is different and your CRM should be built to your sales process and contain the data entry fields that you and your team seek to understand from each client.

01

Sales Dashboard

Build your unique sales funnel to track where clients are and forecast sales, add reasons for won and lost deals to improve your sales process, and set sales targets to monitor in real time for accountability.

02

Fields and Groups

The questions you ask on discovery calls to understand customer needs can be built for easier data entry in Salesdash. This allows you to understand each client's story long-term, as well as build segmented reporting for your added data fields.

03

Team Collaboration

Salesdash gives small business owners a company dashboard for visibility on tasks, pipeline, won and lost reasons, and sales targets for each team and team member. Set roles and permissions to protect your company data.

Get started in minutes with easy importing from your spreadsheet

Here's a two minute video on importing.

Try risk free for 14 days - No credit card needed.

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Questions? Text us at 615.358.8057 📲