# SalesPad Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is SalesPad the right Inventory Management solution for you? Explore 132 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/116413/SalesPad-Desktop/reviews

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SalesPad

4.4 (132)

[View alternatives](https://www.capterra.com/p/116413/SalesPad-Desktop/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of SalesPad

Ease of use

4.3

Customer Service

4.2

## Pros and Cons in Reviews

KG

Krystal G

OwnerArts and Crafts, 2 - 10 employeesUsed the software for: Less than 6 months.

“It allows for easy searching of customer data, which saves time in the long run.“

October 9, 2024

WR

Wassim R

Consulting ManagerProfessional Training & Coaching, 51 - 200 employeesUsed the software for: More than 2 years.

“SalesPad offers the logical path for Dynamics GP users to become more efficient, take advantage of modern technology and grow their business with the least cost and effort“

August 11, 2020

SE

Steve E

ControllerFood & Beverages, 11 - 50 employeesUsed the software for: More than 2 years.

“Good dependable software.“

July 15, 2021

SE

Steve E

ControllerFood & Beverages, 11 - 50 employeesUsed the software for: More than 2 years.

“Easy to use.“

July 15, 2021

## Showing most helpful reviews

Showing 1-25 of 132 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

J. Power H.  
Vice President of Operations  
Medical Devices  
Used the software for: 2+ years

### "A solid front-end tool for companies using Dynamics GP"

July 26, 2019

5.0

We use SalesPad as our primary interface for our Customer Service department, order entering, and on-the-fly sales and inventory analysis. We have made numerous customizations to aid our business processes, and SalesPad support (along with healthy support from our VAR) has made this pretty easy and inexpensive. We have rarely had issues that caused work-stoppages or other serious reductions in workflow. Rather, I would say the SalesPad interface has been a boon to increasing productivity and reducing errors.

Pros

Much easier interface than the default GP one. License costs are half what a GP seat takes, which is an added plus. SalesPad windows are based around grids that are easily editable and export straight to Excel format. Excellent high-end features like item restrictions, complex pricing down to address card and/or item levels, automated item and customer notes, workflows, etc. Solid CRM functionality for Customer Service and Accounts Receivable activities. Unlimited user-defined fields fixes a long-term issue with the GP ERP.

Cons

SalesPad tries to be THE primary interface for GP users. By taking on such a large task, there are certain things it does excellently, and others it does, well, less so. For example, it's inventory analysis is fantastic for items that you SELL. But since it draws this analysis solely from the sales history, components for finished products end up with no analysis regarding usage. It's salesperson level CRM is substantially slower than that provided for Customer Service and AR, and seems frankly to be an afterthought. We've also found its CRM to be poorly-suited for tracking sales leads and opportunities.

Switched from

[SYSPRO](https://www.capterra.com/p/6963/SYSPRO-ERP/)

We shifted to GP from SysPro, as we found the Syspro ERP difficult to customize and make work in our business processes, and didn't like the WMS options available to that platform. But the GP interface is, frankly, difficult to use for order entry. SalesPad Desktop was the key to making our decision to switch to a GP environment in the first place.

Review Source

CC

Colin C.  
EDI Specialist & Mass Retail Support  
Cosmetics  
Used the software for: 1-2 years

### "Sun Bum SalesPad Desktop Review"

February 11, 2020

4.0

My overall experience has been great. For the most part I remain in the Application or Inventory portion of the program. Upon filling out this survey it has given me the idea to browse around and explore more of the program. Customizable themes allow you to setup a personal layout which may seem small but can be very nice to change views up every now and then.

Pros

The software flows very well and is easy to learn your way around. The customization is very helpful to setup windows best suited to your needs. Organization is key and easy to manage with customizable tabs and folders.

Cons

There are fields that can be easily changed by accidentally scrolling over them with a mouse and can be hard to detect until too late i.e. payment terms, ship method or sales rep and territory. I have made it a habit to triple check these fields as in the past I was finding while moving the mouse I would occasionally make changes to some of these fields unknowingly.

Switched from

[SYSPRO](https://www.capterra.com/p/6963/SYSPRO-ERP/)

I switched companies and thus had to change product.

Review Source

Response from Cavallo

February 12, 2020

Hey Colin, We are pumped to hear that you have been enjoying SalesPad and learned how to use it pretty quick. Your feedback has been passed onto our product development team to help make the best product we can. Thanks, SalesPad

James L.  
Sales Director  
Wholesale  
Used the software for: 2+ years

### "It's Okay..."

January 31, 2020

3.0

Pros

I like that it is a competent CRM platform.

Cons

It is not user friendly. It could use a lot more customer friendly features. I wish it had a home screen with a snap shot of all that was going on with company or individual regions.

Review Source

Response from Cavallo

February 3, 2020

Hey James, We are sorry that you do not think that SalesPad is as user friendly as it should be. We are glad to hear, though, that you like the CRM functionality! While negative reviews for our products are rare, we take all feedback to heart and use it to help drive our product development. Thank you, SalesPad

YO

Yonca O.  
Managing Director  
Wholesale  
Used the software for: 2+ years

### "Salespad - Great Product "

February 24, 2020

5.0

we are putting the orders much faster by using the Salespad. Customer information , history and their payment history is all under one tab, which makes the order processing very smooth and efficient. Also the inventory check during the order entry is integrated, so you know exactly what is in stock while entering the order. making notes on the sales order right on the same screen is very helpful as well.

Pros

It is very easy and user friendly. My Customer service team uses the sales pad exclusively for all order entry, inventory , customer data look up. Our warehouse also uses it for warehouse solutions

Cons

Back orders are not supported in the current Salespad version. That would be very useful if we could also access the backorders directly from Salespad.

Reason for choosing SalesPad

It was a better system.

Switched from

[QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)

We switched our entire system to Mycrosoft Dynamics which integrated Sales pad for our needs.

Review Source

Response from Cavallo

March 10, 2020

Hi Yonca, It is a great day when your customer service and warehouse teams use SalesPad together. Your feedback around back orders has been noted. Thanks, SalesPad

WR

Wassim R.  
Consulting Manager  
Professional Training & Coaching  
Used the software for: 2+ years

### "The way forward for GP users"

August 11, 2020

5.0

SalesPad offers the logical path for Dynamics GP users to become more efficient, take advantage of modern technology and grow their business with the least cost and effort

Pros

The software offers Microsoft Dynamics GP users an easy and natural evolution into modern technology. It spares GP users wishing to evolve their ERP the huge cost and disruption associated with changing from one ERP to another.

Cons

The software does not offer a start to end user experience. It still depends on the users performing sevarl back end processes directly in Dynamics GP

Alternatives considered

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)

Reason for choosing SalesPad

SalesPad leverages the knowledge we have gathered on Dynamics GP over the last 20 years, and builds on top of it instead to replacing it

Review Source

AL

Amy L.  
Manager  
Wholesale  
Used the software for: 2+ years

### "Great functionality. We miss SalesPad!"

February 11, 2020

4.0

We really miss having everything in one system. Now we're back to using OMS with two separate systems and it's not as simple to use.

Pros

The ease of navigating between sales orders, invoices, and customer information. The simplicity and functionality of the layout was easy to look at, understand, and there wasn't really a lag that we had to deal with.

Cons

Not being able to speak with tech support without paying to upgrade our software. A big reason why we switched back to OMS after three years was because we couldn't clearly see what was "physically in stock" versus "not available for orders" after sales reps would type up orders.

Reason for choosing SalesPad

My brother's recommendation.

Switched from

[OMS Office Master System](https://www.capterra.com/p/77460/OMS-Office-Master-System/)

We wanted a program that could handle two different warehouses in the same program.

Review Source

Response from Cavallo

February 12, 2020

Hey Amy, Thank you for the feedback. We miss you too! The feedback you have given helps drive out product development. Thanks, SalesPad

AS

Alan S.  
General Manager  
Wholesale  
Used the software for: 2+ years

### "Good for Disttibution"

February 11, 2020

5.0

Pros

Ease of Use and adaptability Speed Level of Detail Good tutorial videos are available Minimal Training requires

Cons

Analysis and reporting is cumbersome to set up and repeat Inventory management could be more robust CRM functionality is weak Would enjoy stand alone RMA functionality

Alternatives considered

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)

Reason for choosing SalesPad

Cost, ease of use, overall functionality and ability to easily pull details from GP

Review Source

Response from Cavallo

February 12, 2020

Hey Alan, Thanks for the detailed feedback. The feedback you gave helps drive our product development to be the best that we can be. Thanks, SalesPad

YM

Yaniv M.  
Operations Manager  
Wholesale  
Used the software for: 2+ years

### "Salespad review"

July 19, 2019

4.0

I am overall happy with salespad. It streamlined our business process to make things in the office/warehouse more user friendly and easy to use

Pros

I like how you are able to visually see all the information about customers in a more organized fashion. Everything is more organized within salespad

Cons

That you cannot see Return documents within salespad and can only see it within GP. Also that you cannot see how any payments are applied so if you don't have GP then a salespad customer service user cannot help with any money related issues

Alternatives considered

[NetSuite](https://www.capterra.com/p/135757/NetSuite/)

Reason for choosing SalesPad

Salespad seemed to fit our business needs more than other products we saw out there

Review Source

SC

Sarah C.  
IS Administrator  
Printing  
Used the software for: 6-12 months

### "Excited!"

February 20, 2020

5.0

We are still in the finishing stages of implementation, just ironing out the details, but they have been great to work with and if we had more time internally to work on it, it would have been done a long time ago. Just a few more things and we will be completely up and running! I am very excited to roll it out to our end users.

Pros

I like how we can customize the appearance for every user. The ability for each person to make it the most functional for them is a huge time saver.

Cons

I really can't think of anything off the top of my head that I haven't liked.

Switched from

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)

We needed to get the non-accounting people out of our accounting software. Salespad offers an amazing add on that communicates with GP so we don't loose any visibility in either system.

Review Source

Response from Cavallo

February 26, 2020

Hey Sarah, We are pumped to hear that Central Ink Corporation is really enjoying SalesPad. We hope the rest of your implementation continues to go smoothly. Thanks, SalesPad

FB

Frank B.  
Sales Support  
Wholesale  
Used the software for: 2+ years

### "Using Salespad in the wholesale world"

September 12, 2019

5.0

Pros

The ease of creating customer orders. I also process inventory transactions and the process of entering purchase orders right down to receiving is just as easy as it can get. Also having the ability to export information to excel is awesome.

Cons

The report writing unless you understand sequel report writing you will need assistance in writing reports.

Switched from

[ProgressionLIVE](https://www.capterra.com/p/115030/ProgressionLIVE/)

We were running a very old version and when we saw SalesPad we decided that it was the right move.

Review Source

AM

Andy M.  
IT Administrator  
Food Production  
Used the software for: 2+ years

### "Perspective of SalesPad"

July 18, 2019

4.0

Pros

I like how we can customize and script aspects of the software to fit our needs. We have done a significant amount of customizations and rely heavily on the workflow and smartprinting, as well. These features make it possible for us to function the way we do between our production facility and our distribution center. I also like the depth of the software in regards to features and overall functionality for our various departments.

Cons

I wish there was a way we could get users completely into SalesPad and not have to jump to GP for certain steps, I know this is difficult-to-impossible to do but it would be a dream come true if it ever happened. Beyond that, outside of miscellaneous bugs we've come across from time-to-time, nothing major that I dislike. On a side note, it would be nice if there was a security setup wizard or something to help streamline the process of creating a new security group for users. There are a LOT of options in security and it is easy to miss a single checkbox that makes the difference between working and not working. Once again, a luxury more than a major pitfall.

Review Source

SM

Susan M.  
VP - Member Services  
Non-Profit Organization Management  
Used the software for: 2+ years

### "SapesPad brings ease of use to GP"

August 2, 2019

5.0

I've found SalesPad's customer service to be far better than our GP re-seller and very good overall. Typically I wait no more than about a minute to get a live person and they almost always answer my question or resolve my issue on the first call.

Pros

SalesPad makes it much easier to accomplish routine tasks in GP. Order and payment processing, purchasing and inventory monitoring are pretty intuitive in SalesPad.

Cons

It doesn't have all the features I wish it did. There are some tasks that I still have to do it GP that I wish I could do it SalesPad. For example, receiving and applying invoices on drop-shipped orders. Currently SalesPad gives me the ability to receive on a lovely mass receipt screen, but not to apply the invoice including freight costs, to that invoice. Because of that limitation, I still have to receive each order individually in GP.

Review Source

TH

Teddy H.  
Administration  
Warehousing  
Used the software for: 2+ years

### "Excellent CRM + Operations Software "

August 2, 2019

5.0

Pros

This software houses all of our sales, accounting operations, and database in one place that allows for incredibly effective operations. It also has dramatically increased our insights and analytics of our deal life cycles, customer insights, and successful outcomes. We love that everything is in one place for our sales workflow, housed on our own network, it allows us to reflect on our quarters/ years, and it remains consistent for our non-computer oriented sales people!

Cons

It is difficult to communicate and receive needed changes / updates without going to "custom development" route. That is very frustrating, especially a lot of things we've encountered over the years have been things considered custom, but in our eyes, should be a necessary function of the software.

Review Source

GL

Gary L.  
Application Specialist  
Renewables & Environment  
Used the software for: 2+ years

### "Great for Salesperson order entry"

February 17, 2020

5.0

We mostly use the software to allow our salespeople to enter orders in a secure environment. It allows us to secure fields that we don't want salespeople to change and using workflow we can route orders through Credit checking and other processes. Signivicant savings on processing orders since the sales staff enter their own. Also used by internal staff to process, ship and invoice orders.

Pros

Fully integration to Dynamics GP. Somewhat customizable. Simple to use for our salespeople. Integrates with Sales Tax and credit card solutions.

Cons

Can be challenging to customize screens and functionality and modify reports.

Reason for choosing SalesPad

Integration with Dynamics GP and ease of use for our salespeople.

Review Source

Response from Cavallo

February 25, 2020

Hey Gary, We are glad to hear that your sales team finds the software easy to use. Your feedback will be passed along to our development team. Thanks, SalesPad

AP

Anne P.  
CFO  
Wholesale  
Used the software for: 2+ years

### "A great front end for Microsoft GP"

July 18, 2019

4.0

We implemented SalesPad for ease of use by sales staff and purchasing personnel. It took the complexity of GP and made it simple for these front line staff.

Pros

Dashboard views, various ways to monitor and process batch information, workflow capabilities, ease of upgrades, unlimited user defined fields, and quick and easy sales analysis.

Cons

Doesn't always follow the same logic as GP, specifically with bill of materials transactions, and issues with regard to this functionality remain.

Review Source

SE

Steve E.  
Controller  
Food & Beverages  
Used the software for: 2+ years

### "Salespad "

July 15, 2021

4.0

Good dependable software. Easy to use. We use it with Microsoft Dynamics, Great Plains.

Pros

Salespad is very easy to use. Dependable, efficient. Provides quick and easy to use reports. Can be customized for your needs.

Cons

Customizing this software can be expensive. It can sometimes, take quite a bit of time to get it customized.

Review Source

jS

jake S.  
Warehouse systems manager  
Food Production  
Used the software for: 2+ years

### "salespad review"

August 2, 2019

4.0

Pros

What i like most about Salespad is all the additional feature you can add to their already extensive reports. I do a lot with the inventory analyst report and the column and band chooser allows me to pull and remove all the information i would ever need for each product.

Cons

One of the only cons I ran into was trying to setup a way to do a site to site transfer. We wanted to get away from doing all of our site to site transfers in GP but the process of being able to get what we needed through salespad was a little to drawn out for some of our employees to fully grasp.

Review Source

KN

Krista N.  
Accountant  
Automotive  
Used the software for: 1-2 years

### "SalesPad is a must if you have Microsoft GP"

August 30, 2018

4.0

We came from an old, DOS-based system. When we converted to SalesPad, it felt as though someone lifted a blanket from over our heads. The visibility within the system and access to valuable information is awesome!

Pros

I particularly like the visibility, within the software, to view the workflow of the order process which makes Customer Service easy. Inputting orders is very easy. Customer Search is easy. The product is very user friendly. We converted to SalesPad at the same time we converted to GP and we love it!

Cons

Right now, we're in the process of converting to PayFabric for purposes of processing credit cards. We have a multi-store, heavy retail environment and had challenges with implementing Card Control. Out of the box, PayFabric isn't functioning within our test environment, but SalesPad's development team is looking into a solution.

Review Source

Response from Cavallo

September 5, 2018

Thank you for your kind words Krista! We're very proud of how intuitive SalesPad Desktop is.

ES

Eduardo S.  
Technology Project Manager  
Sporting Goods  
Used the software for: 6-12 months

### "Salespad Customization & Customer Support"

February 20, 2020

4.0

Experience using Salespad has been great. We continue to learn more how Salespad Desktop can support and meet our ERP needs.

Pros

We've been able to use this software for all of our manufacturing purposes, and allows us to customize our workflows by type of product and service. Further, we are in touch regularly with Salespad developers, sharing feedback on our needs from Salespad Desktop, which results in improvements to the program, as well as Salespad API. The Salespad API has been one of the most beneficial features that allows us to build our company around a web based infrastructure.

Cons

There are some features regarding the Salespad API that we need, and are not available yet. However, many are in development.

Reason for choosing SalesPad

N/A

Review Source

Response from Cavallo

February 26, 2020

Hi Eduardo, We are happy to hear that Xenith has been pleased with SalesPad and that Xenith is also providing crucial feedback to our development teams. Thanks, SalesPad

JF

JOHN F.  
projects manager  
Industrial Automation  
Used the software for: 2+ years

### "SalesPad makes Finding stuff Easy"

July 19, 2019

4.0

It made our lives / jobs easier.

Pros

All the info. you need is on 1 screen (no need to dig down & open 15 windows), Salespad remembers your choices (screens have the same features loaded next time), PS: Everyone that still runs with GP Dynamics here is upset they don't have Salespad.

Cons

Only the limitations set by certain inventory controls & posting. due to the fact that Salespad are not permitted to replace GP Dynamics.

Reason for choosing SalesPad

N/A

Review Source

DL

Derek L.  
ITMGR  
Consumer Goods  
Used the software for: 2+ years

### "SalesPad Software"

February 11, 2020

4.0

Pros

The user interface is extremely user friendly for day to day task as opposed to some of its competitors.

Cons

The largest con with this software seems to be reliability in the coding and sometimes it takes along time for the customer service team to find the root cause an resolved the issue. I do understand that they have changed around their customer support department in hopes to resolves these issues in timely and accuracy resolutions.

Review Source

GE

Gaelle E.  
President  
Wholesale  
Used the software for: 2+ years

### "Amazing Software"

August 2, 2018

5.0

Thanks to SalesPad desktop, we have access to all information in 1 screen. This helps us look very professional when talking to our customers. We have their AR, open order, order history, all available from 1 screen.

Pros

We love the ease of use of this software, and it is affordable for small companies. In the past we only had GP and it made the job of the salesforce very complicated. Now, with a click of a button, we have all the necessary information for inventory, sales, etc.

Cons

I have nothing negative to say! This is just the best investment we have made.

Review Source

Response from Cavallo

August 3, 2018

Hello Gaelle, Thank you for your review. We're so pleased to hear how helpful SalesPad Desktop has been to you and your team.

CS

Christian S.  
Project Manager  
Machinery  
Used the software for: 2+ years

### "SalesPAd for a distribution company"

September 4, 2018

4.0

Since we have started with SalesPad, it as gone a long way towards getting more efficient. You just have to keep in mind that their core is Sales. I am convinced that they will become even better with time with more added benefits!

Pros

Has a flexibility that GP just doesn't have. Continuously improving their offering.

Cons

This is mostly a Sales program. It is improving in other spheres like purchasing, but still does not offer posting on invoices or payments.

Review Source

Response from Cavallo

September 6, 2018

Thank you for your comment. We are glad you have noticed we are always evolving! We don¿t have posting on our radar right now (mainly due to eConnect limitations) but we are always taking note of what our customers need!

VR

Verified Reviewer  
Business Coordinator, Sales & Transportation - Heat Transfer Fluids  
Chemicals  
Used the software for: 2+ years

### "Wonderful product!"

September 7, 2018

5.0

We looked and did so many demos for a long time to come up with an order processing solution and we have been very pleased with SalesPad.

Pros

This is, by far, the most user friendly order processing software we found!

Cons

I don't like that you can't do things in prospects and then find it in their file when they become a customer.

Review Source

Response from Cavallo

September 13, 2018

Thank you for your review! We pride ourselves on making software that's easy to use.

CE

Chris E.  
Accounting Manager  
Machinery  
Used the software for: 2+ years

### "Good product"

August 30, 2018

4.0

Integrating salespad into ordering process, CRM for sales staff, and manufacturing processes. It have been a very useful tool.

Pros

A more simple streamline product for data entry over GP

Cons

CRM functionality needs to be built out further. No direct connection between prospect/opportunity and quote/order.

Review Source

Response from Cavallo

August 31, 2018

We are happy we¿ve been a useful tool to your business! Depending on the version you¿re running, you have the ability to convert CRM Opportunities to Quotes and transfer those Quotes to Orders. We are more than happy to discuss this and any other concerns! Please contact your sales rep with any questions. Thank you!

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