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Salesdash CRM Reviews & Product Details

Salesdash CRM is a customer relationship management platform built specifically for freight brokers, freight agents, and logistics sales teams. The system provides tools to manage shipper and carrier relationships, track quoting activity, and organize follow-ups in a way that reflects how freight sales actually happen. Unlike generic CRM systems designed for multiple industries, Salesdash CRM is tailored to the workflows of transportation professionals. It helps users capture and manage shipper information, maintain visibility into carrier networks, and centralize communication around lanes and quotes. The platform supports the unique hierarchy structures common in logistics, including parent companies, divisions, and bill-to accounts, so users can easily see how organizations are connected. Key use cases include: New shipper development: track outreach, log calls and emails, and capture lane/quote requests so opportunities are not lost. Account management: schedule and complete follow-ups with existing customers to build long-term relationships. Carrier engagement: manage carrier activity, organize capacity by market and equipment type, and streamline matching for available freight. Quote management: record, organize, and analyze quote activity to provide ownership teams with insight into sales performance and opportunities. TMS integration: connect with transportation management systems to synchronize carriers, lanes, and load data. Salesdash CRM also includes productivity features designed for sales teams, such as daily task lists that highlight follow-ups, missed opportunities, and accounts without active tasks. Email integration allows users to send and receive messages directly within the CRM, while webhooks and API connectivity extend the platform into other logistics systems. The platform is used by small brokerage teams as well as larger logistics providers who need freight-specific visibility into their sales and account management activity. By capturing structured sales data such as quotes, lane history, and carrier capacity, Salesdash CRM helps companies improve shipper engagement, reduce turnover risk, and create a repeatable sales process that supports revenue growth.

Seller

Salesdash CRM

Discussions

Salesdash CRM Community

Languages Supported

English

Overview by

Josh Lyles

Pricing

Pricing provided by Salesdash CRM.

Salesdash Pro

$83.00

1 User Per Month

View More Pricing Information

Top-Rated Alternatives

Salesforce Sales Cloud

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Salesdash CRM Integrations

(3)

Integration information sourced from real user reviews.

Salesdash CRM Media

Salesdash CRM Demo - Salesdash CRM Dashboard

A logistics-focused dashboard that shows every follow-up you owe a shipper, where each lead sits in your prospecting funnel, and how your pipeline of quotes, lanes, and opportunities is progressing toward moving freight.

Your centralized view of every shipper: contacts, captured lanes, quotes, email and call history, and follow-ups.

The Quotes Overview page gives you a complete view of shipper quotes your team has captured — showing status, win/loss revenue, and follow-up needs so you can prioritize the lanes most likely to turn into revenue.

Salesdash CRM Demo - TMS Integration Reporting

Salesdash CRM is one of the only CRMs that integrates with TMS systems to bring in shipment data for sales reporting and shipper/carrier lane searching.

Salesdash CRM Reviews (5)

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MS

Mitchell S.

Major Account Sales Representative

Mid-Market (51-1000 emp.)

9/16/2025

"The only CRM to use if you work in transportation/logistics - huge addition to our team"

5/5

What do you like best about Salesdash CRM?

It's the fact it's tailored directly to our industry. We can track shipper info, pain points average volume, modes they ship, and so forth. For us too - it's increased the competitive nature within our sales team. You don't want to be in 2nd place - and the customization/reporting Salesdash provides in our main dashboard has everyone engaged. We're not missing follow-ups, not missing a chance to go find a new lead. Review collected by and hosted on G2.com.

What do you dislike about Salesdash CRM?

If anything - it's how emails/signatures look sending directly from the CRM vs. Outlook. But there's probably a little bias in that from years of seeing the same email sent from my inbox. Review collected by and hosted on G2.com.

UL

Verified User in Logistics and Supply Chain

Small-Business (50 or fewer emp.)

9/24/2025

"Great product for freight brokerage, top notch customer service."

5/5

What do you like best about Salesdash CRM?

System doesn't have to be manipulated and is designed for brokers. Review collected by and hosted on G2.com.

What do you dislike about Salesdash CRM?

Not down side for me based on my experience. Review collected by and hosted on G2.com.

KB

Krrish B.

Small-Business (50 or fewer emp.)

6/13/2023

"Excellent Sales Tool!"

4.5/5

What do you like best about Salesdash CRM?

The best thing about SalesDash CRM is how easy its user interface is. It is really simple and straightforward, making it the best software to handle clients, leads, and tasks. Also, the reporting and analytics features are really strong and really helpful. Review collected by and hosted on G2.com.

What do you dislike about Salesdash CRM?

Although everything is great in Salesdash CRM. However, it does have a minor drawback which is Customer Support. Customer Support is really slow in the CRM which leads to delays the in fixing problems and makes unhappy. Review collected by and hosted on G2.com.

What problems is Salesdash CRM solving and how is that benefiting you?

Salesdash CRM is a great tool that solves the problem of messy sales processes. One of the most excellent parts of the CRM is that it is really organized making it really easy to keep track of the customer, deals, and leads. This helps in working better, getting more work done, and boosting sales performance. Review collected by and hosted on G2.com.

PS

Palak S.

Mid-Market (51-1000 emp.)

6/13/2023

"Good Experience!"

4.5/5

What do you like best about Salesdash CRM?

SalesDash CRM is one of the most amazing tools for SalesPeople. I like its easy use- you can effortlessly keep track of your contacts, monitor leads, and analyse sales data. Review collected by and hosted on G2.com.

What do you dislike about Salesdash CRM?

Unlike other CRM, I feel that it gives some limited customization options. It would be great to have more flexibility in tailoring the software to specific needs. Review collected by and hosted on G2.com.

What problems is Salesdash CRM solving and how is that benefiting you?

Salesdash CRM is one of the most organized tools I have ever used. It is best for a chaotic sales process. It helps me in organizing my contacts, helps me keep track of leads, and helps in analyzing sales data. All these features allow me to make my work smoother, boost productivity, and lead to more successful sales. Review collected by and hosted on G2.com.

CI

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

6/13/2023

"Review on Salesdash CRM"

4/5

What do you like best about Salesdash CRM?

Salesdash CRM is a simple Customer Relationship Management Software that helps the user easily store, retrieve and manage prospective customer contact information. Review collected by and hosted on G2.com.

What do you dislike about Salesdash CRM?

As of now, there was no specific feature that we didn't like. It is too early for us to comment on the most disliked part of Salesdash CRM. But the customization takes a bit of longer time Review collected by and hosted on G2.com.