CRM to keep you selling

You have customer info everywhere: your phone, your email, on paper, business cards, and more. With Salesdash CRM, you can access your client info in one place.

Track Communications

Provide better client experiences by being able to deliver better attention-to-detail through note taking. View previously logged activity and log new activity all in the same screen.

Forecast Sales

Visibility for top and bottom of funnel to understand where your created deals are in the sales process allows salespeople to forecast deals by record count or by revenue.


"The CRM for people who hate CRM's."

— Wade Fulton, The Fulton Group


Targets You Can See

Monitor progress in real-time for logged activities, deal generation, and won deals for your preferred selected time period.

Customization Made Easy

So easy a salesperson can do it. Customize your sales pipeline, won and lost reasons, goals, as well as custom fields and groups for data entry during discovery conversations.

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Integrate with Google or Outlook

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


Manage clients on the go

Clients can reach out at random times, so we have your back. Access your CRM on your mobile web browser for iOS or Android.

  • Quick access for client information
  • View previous notes to help improve customer service
  • Log new notes
  • Complete and set new follow-up tasks
  • View calendar and reports
  • Attach documents and attachments from your mobile device
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Set follow-up reminders quicker

One click, and that's it. See below. 👇

Import leads from a spreadsheet in 1 minute

You can also add custom fields to ensure you have all of your data about your clients imported.

FAQs

Is it hard to move over from another CRM?

Not at all. Export your data into a .csv or .xlsx file and from the moment you sign in Salesdash, we walk you through how to import your data within minutes.

What's the price?

We have monthly and annual affordable pricing. Check out our pricing here.

What if I try Salesdash and it's just not for me?

No sweat. Try Salesdash free for 14 days - no credit card needed. If after you have decided to move forward with Salesdash as your CRM solution, you can simply cancel at any time with no penalties.

Does Salesdash have a mobile verison?

Salesdash is currently available on mobile web browsers. Use your same subdomain and login info to manage your business on the road.

Get Started With Salesdash

No credit card needed. Try Salesdash for 14 days free.

TRY FREE

Questions? Text us at 615.358.8057 📲