Salesdash CRM
Salesdash CRM is designed for freight brokers to manage shipper and carrier relationships with features like task management and email integration.
Need help?
We can help you find specialists for Salesdash CRM. Let us connect you with the right experts to assist you.
*User registration required
Description
Salesdash CRM is a specialized customer relationship management tool tailored for freight broker and agent sales teams. It enables users to efficiently manage shipper prospecting, follow-ups, and organization of carrier information. With a user-friendly interface, Salesdash allows for seamless integration with popular tools such as Gmail, Outlook, and RingCentral, ensuring that communication and documentation are streamlined. The platform supports importing leads and carriers, tracking activities, generating customizable reports, and maintaining follow-up logs. Users can manage their sales pipeline effectively with features such as task management, which helps prioritize daily activities.
Salesdash also offers a straightforward pricing model at $39 per month per user, with a 20% discount for annual subscriptions. Each user can store up to 50,000 records, benefiting from unlimited custom groups and the ability to generate custom reports. Additional features include bulk emailing capabilities and various add-ons for enhanced functionality. Users may initiate a 14-day free trial without the need for a credit card, allowing them to assess the CRM's features and suitability for their business needs. This flexibility ensures that users can explore its functionalities without commitment, and testimonials reflect the platform's effectiveness in providing valuable customer support.
Features
Task Management
Organizes daily activities to help users prioritize follow-ups and manage sales tasks efficiently.
Pipeline Management
Facilitates the tracking of sales opportunities and progress through customizable sales pipelines.
Email and Calendar Integrations
Seamlessly connects with Gmail and Outlook for easy communication and task scheduling.
Lead Tracking
Allows users to import leads and track interactions, ensuring no opportunity is overlooked.
Customizable Dashboards
Provides personalized views of key metrics and activities for enhanced visibility.
Reporting Features
Enables users to generate custom reports to analyze sales performance and make data-driven decisions.
Tags
Documentation & Support
- Documentation
- Support
- Updates
- Online Support