--- title: "Salesdash CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Salesdash CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/214169/Salesdash/" page_type: "product" language: "en" --- # Salesdash CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Salesdash CRM ## What is Salesdash CRM? Salesdash CRM is a customer relationship management platform designed specifically for freight brokers, freight agents, and logistics sales teams. The system helps users manage shipper and carrier relationships, track quoting activity, and stay on top of daily follow-ups. Unlike generic CRMs, Salesdash reflects how freight sales actually work by supporting carrier networks and lane-based quoting. With Salesdash, teams can: Develop new shipper accounts with organized outreach, calls, and quotes. Manage follow-ups to retain and grow existing shipper relationships. Engage carriers by market and equipment type to match capacity with freight. Capture quote history and sales data that provides leadership visibility into performance. Integrate with transportation management systems (TMS) to sync carriers, lanes, and loads. By focusing on freight-specific workflows, Salesdash CRM helps logistics companies reduce missed opportunities, lower sales rep turnover risk, and build a repeatable ## What is Salesdash CRM used for? [Lead Management](https://www.capterra.com/lead-management-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $59 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Salesdash CRM?[Manage this product listing](https://www.g2.com/products/salesdash-crm/claim_requests/new?auto=true) ## Salesdash CRM Overview Updated September 2026 AI summary Salesdash CRM offers small and midsize businesses a suite of tools for managing contacts, leads, and sales activities across web and mobile platforms. Supporting functions such as sales pipeline management, calendar integration, and reporting, it also features customizable fields, marketing automation, and third-party integrations. Deployment options include cloud and desktop environments for flexible access. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Salesdash CRM 5.0 (3) VS. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $59 Per User, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (3) Ease Of Use 4.0 (18,145) Value For Money 5.0 (3) Value For Money 4.0 (12,831) Customer Service 5.0 (3) Customer Service 4.1 (14,063) ## Salesdash CRM alternatives [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,487)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) Highest Rated [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/) [4.8 (625)](https://www.capterra.com/p/210630/Kylas/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/210630/Kylas/) [Nutshell](https://www.capterra.com/p/144340/Nutshell/) [4.4 (625)](https://www.capterra.com/p/144340/Nutshell/reviews/) Starting price $13.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/144340/Nutshell/) ## FAQs about Salesdash CRM Overview ### What company size and specific industries is Salesdash CRM built for? Salesdash CRM is designed for freight brokers, freight agents, and logistics sales teams, making it best suited for companies in the freight and logistics sector that need to manage shipper relationships, carrier engagement, and quoting activity. Features and Usability ### What are the key features of Salesdash CRM? Salesdash CRM offers CRM, contact and customer management, lead capture, lead distribution, and lead nurturing tools. It also includes sales pipeline management, opportunity management, forecasting, reporting and analytics, email tracking, task management, web forms, document management, and role-based permissions for sales operations. Integrations ### Which third-party tools and platforms does Salesdash CRM integrate with? Salesdash CRM integrates with 5 third-party tools, including Calendly, Gmail, Google Calendar, Microsoft Outlook, and Zapier. Its catalog integrations cover scheduling, email, calendar, and workflow automation, giving teams a focused set of connections for daily sales and communication tasks. Getting Started and Support ### What training and onboarding options does Salesdash CRM offer? Salesdash CRM provides live online sessions, documentation, and videos to help teams get started. Live online sessions support guided setup and direct instruction, documentation offers written reference for tasks and features, and videos give step-by-step visual material for self-paced learning. Getting Started and Support ### What customer support options does Salesdash CRM offer? Salesdash CRM provides email/help desk, FAQ/forum, and phone support. No reviewer feedback on support is available in the catalog data, so user experience with response times, helpfulness, or common frustrations cannot be described from the provided information. ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Salesdash CRM includes **Data Security** and **Customer Database**, giving teams a secure place to store customer information and maintain accurate records across the sales process. However, it does not offer **Real-Time Data**. Instead, it provides **Contact Database** (**47%**) and **Contact Management** (**44%**), which help businesses organize prospect and customer details, keep communication records up to date, and support more consistent follow-up, allowing teams to manage relationships more effectively. Calendar Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track and manage schedules and meetings via an integrated calendar Commenting/Notes 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Leave comments and notes on documents for others to view CRM 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Email Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps Performance Metrics 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Salesdash CRM 65 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Assignment Management: Assign issues and tasks based on availability or required skills - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call Logging: Collects essential call data such as call origin, call destination, call length, and other transaction details - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Commenting/Notes: Leave comments and notes on documents for others to view - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Forecasting: Form predictions based on past and present data/trends - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Graphical Data Presentation: Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Leaderboards: Boards that use custom metrics to show how leading performers compare to other individuals/teams - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Segmentation: Group leads or contacts based on their specific characteristics - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 5.0 (3) 5.0 Based on 3 reviews ## Pricing Value for money 5.0 (3) Free Trial Salesdash Pro $59.00 Per User,Per Month Value for money 5.0 (3) 5.0 Based on 3 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Calendly](https://www.capterra.com/p/148036/Calendly/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (3) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (3) 5.0 Based on 3 reviews ## User reviews Overall rating 5.0 Based on 3 reviews Filter by rating 5(3) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent MS Mitchell S. Major Account Sales Representative Transportation/Trucking/Railroad ### "GIX Logistics" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 16, 2025 Simply put, it's one of the best additions we've made. Salesdash CRM was tailored directly for companies like us in transportation/logistics and that's something we weren't sure we'd find, but even more than that the team over there is incredible to work with. Similar to what you want in a shipper/carrier relationship - they treat this as a partnership and we couldn't be more grateful. Pros It's tailored directly to our needs as a non-asset freight brokerage for our sales team, and been a huge improvement to increasing our leads, improving follow-ups, and tracking our calls/emails and overall team activity along with growing existing accounts and activating new customers. It's ramped up the competitive nature of our team due to the visibility of team activity and the different reports we can customize, and the whole platform is very easy to use. Cons If I had to go pull one thing, it would be the difference in signatures/emails sent from Salesdash directly vs. Outlook. But that's also likely due to the font/appearance I'm just used too. Switched from [LoadMaster](https://www.capterra.com/p/16847/LoadMaster/) We wanted to find a CRM that would allow us to take better notes, track new leads, and improve customer activation and growing current business. The depth Salesdash provides has allowed us to do just that. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. SC Siobhan C. Sr. Solar Consultant Construction ### "Salesdash is a game changer for productivity!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 23, 2021 As a solar consultant, I have to keep track of leads, referrals, and clients in varies stages of a 14 week sales process. Before using SalesDash, keeping track of all these aspects was stressful, overwhelming and inefficient. Now I am able to customize my pipeline so it follows my exact sales process. With task management, I know exactly my next step for every client and I am able to be proactive with my outreach. This makes my life easier and provides a better client experience. SalesDash ensures that I don’t drop the ball in communication and maximizes the value of each lead. Pros The customization of SalesDash has been so important to my business. I was able to adjust my pipeline to follow my exact sales process. The ability to assign tasks and have it show up on my dashboard allows me to know exactly what needs to be done each day. Cons I don’t believe SalesDash has any missing features that I would need to be successful. However, in the time I’ve been using SalesDash, they have updated it with even more features that I didn’t even realize I wanted. Document storage and email integration was not something I knew I wanted but these additional features have made my life even easier. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ET Evony T. Owner Health, Wellness and Fitness ### "Seamless Interface with Maximum Production" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 21, 2021 My overall experience is similar to switching phones. It doesn't deviate too far from what you're use to yet has effortless links to to maximize production Pros Salesdash CRM lives up to it's name with seamless use to maximize production. Adding contacts is a breeze. Pipeline viewing is pretty straightforward. I really enjoy using this fruitful platform for my business. Cons There is nothing I don't like, I really enjoy the product Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) \[SENSITIVE CONTENT HIDDEN\] is a great \[SENSITIVE CONTENT HIDDEN\] as he was my former boss at Tesla. I love what Salesdash CRM is all about! Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.