# Salesdash CRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Salesdash CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/214169/Salesdash --- # Salesdash CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://salesdashcrm.com/&name=Salesdash CRM) ## 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. [4.5 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price $59 Per User, Per Month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (3) Ease Of Use 4.4 (4,359) Value For Money 5.0 (3) Value For Money 4.3 (3,493) Customer Service 5.0 (3) Customer Service 4.4 (3,502) ## Salesdash CRM alternatives [4.4 (18,781)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,972)](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 Highest Rated [4.7 (730)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.2 (1,304)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 64 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Assign issues and tasks based on availability or required skills Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Notifications/alerts for upcoming events or tasks Collects essential call data such as call origin, call destination, call length, and other transaction details Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Leave comments and notes on documents for others to view Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Protect sensitive data for digital privacy Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Track delivered, received, and opened emails Form predictions based on past and present data/trends Establish measurable goals and objectives and track their progress over a specific period of time Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids Track interaction history by documenting conversations for contacts Automatically identify and save contact information of potential customers Route and distribute your leads to third party buyers Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Engage with a lead throughout the sales process by actively providing information Score a lead on their quality or likelihood to buy based on certain behaviors Divide leads into buckets based on predefined criteria and routing rules Boards that use custom metrics to show how leading performers compare to other individuals/teams Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Observe and track the demand, usage, progress or quality of a system, product, or user Track all opportunities for potential sales and convert them into recurring revenue A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Tools designed to streamline the process of lead generation and management for sales teams Generate quotes or estimates for customers Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Group leads or contacts based on their specific characteristics Create, manage and track all task activities and progression Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Interact with data visualization elements, such as charts and graphs, to drill down into data Web form that allows users to enter data that is sent and processed for different reasons 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 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. 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)