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.
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.
Two-way sync your calendars, and send outbound emails from client pages in Salesdash.
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.
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.
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.
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.
Here's a two minute video on importing.
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