Transform your sales process

Salesdash helps guide salespeople to getting to a decision, yes or no, from prospects.

  • Task management
  • Lead nurture status tracking
  • Pipeline management
  • Custom dashboards and reports
  • Google and Outlook integration for email and calendar
  • Email templates
  • Email sequences
  • Web forms
  • Zapier integration for automations
  • Track communications and notes

Automate Emails

Put time back in your day while staying top of mind with your leads.

Send emails that your leads want to read, at scale, with targeted bulk emailing.

Track the performance of your emails with analytics to keep sending better ones.

schedule demo

Manage Pipeline & Deals

No more asking your colleague, "what's going on with this lead?"

Easily track deal stages, activity history, and notes for your customers.

Work your sales process with pipeline management and improve your sales forecasting.

view pricing

Build segmented reports

Build your CRM with the language and words you use daily.

Create custom groups and fields to make data entry easier and to report on the needs of your business.

Set custom statuses for leads and custom stages for pipeline management that are tailored to your sales process.


Integrate & automate your tasks

Integrate with G-Suite or Outlook to send emails to your clients from the CRM with templates and track your opens.

Two-way sync with your calendar.

Integrate with Zapier for automations with 4k+ other tools.

Automate Emails

Put time back in your day while staying top of mind with your leads.

Send emails that your leads want to read, at scale, with targeted bulk emailing.

Track the performance of your emails with analytics to keep sending better ones.

schedule demo

Manage Pipeline & Deals

No more asking your colleague, "what's going on with this lead?"

Easily track deal stages, activity history, and notes for your customers.

Work your sales process with pipeline management and improve your sales forecasting.

view pricing

Build segmented reports

Build your CRM with the language and words you use daily.

Create custom groups and fields to make data entry easier and to report on the needs of your business.

Set custom statuses for leads and custom stages for pipeline management that are tailored to your sales process.


Integrate & automate your tasks

Integrate with G-Suite or Outlook to send emails to your clients from the CRM with templates and track your opens.

Two-way sync with your calendar.

Integrate with Zapier for automations with 4k+ other tools.

Hear how Salesdash helps others 👇

"E-mails, notes and even documents for each account are now in one place. Creating and exporting reports is a cinch (and actually fun!) because it's so simple."

- Glenda (East Lansing, MI)

"Focus on follow-up is second to none. I cannot tell you how much easier it is than competitor CRMs."

- Erik (Roswell, GA)

"Since signing up with Salesdash, our sales processes have noticeably improved. The organization that the CRM allows while remaining super user-friendly is fantastic."

- Dan (Charlotte, NC)

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.

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.

Build your new, custom CRM

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