"Partnering with the Salesdash team has been a complete game changer for our sales force.

Their implementation process was seamless and they are extremely responsive when it comes to customer support."

- Justin Maines, VP of Enterprise Sales

"We have our Carrier Sales and our Customer Sales team in Salesdash. Our team has said it is the most user-friendly CRM they have ever used.

We wanted the CRM to be a tool that would not only help them, but also be enjoyable for them to use. I truly believe they think this with our 4+ months of using the platform."

— Matthew Meskin, Marketing & Admin Manager

SHIPPER SALES

• Import spreadsheets of leads in 5 minutes. Prevent duplicates.
• Call and email shippers from Salesdash CRM
• Profile shippers based on their shipping needs
• Shot clock to automatically un-assign inactive leads
• Store notes and prevent missed follow-ups

CARRIER SALES

• Import spreadsheets of carriers
• Prevent duplicates by MC#
• Capture preferred lanes and find matching shippers
• Call recording with RingCentral for coaching
• Track activity and outreach with reporting

INTEGRATIONS

• Apollo.io for shipper leads
• Gmail and Outlook for email and calendar
• RingCentral for click-to-dial and call recording
• Postmark for bulk email and email sequencing
• Zapier for workflow automation

REPORTING & VISIBILITY

• Templated dashboards for sales reps and for managers
• Custom, dynamic reporting (leads, pipeline, activity)
• Control permissions for what team members can see
• Simplify pipeline and activity reviews for accountability
• Report on custom fields