--- title: Salesdash CRM Reviews meta_title: 'Salesdash CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Salesdash CRM works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 5 scale: '5' date_modified: '2026-07-17' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Salesdash CRM Reviews **Vendor:** Salesdash CRM **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.6/5.0 **Total Reviews:** 5 ## About Salesdash CRM 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. ## Salesdash CRM Pros & Cons **What users like:** - Users appreciate the **customization and reporting features** of Salesdash CRM, enhancing lead tracking and team engagement. (3 reviews) - Users praise the **ease of use** of Salesdash CRM, enjoying its simple interface for managing clients and sales data. (2 reviews) - Users appreciate the **easy-to-use interface** of Salesdash CRM, which simplifies client management and data analysis. (2 reviews) - Users appreciate the **customization and reporting features** of Salesdash CRM, enhancing engagement and competitiveness in sales. (2 reviews) - Users value the **lead generation capabilities** of Salesdash CRM, enhancing engagement and tracking of potential clients effectively. (2 reviews) - Reporting (2 reviews) - Customizability (1 reviews) - Customization (1 reviews) - Easy Customization (1 reviews) - Email Tracking (1 reviews) **What users dislike:** - Users experience **slow customer support** in Salesdash CRM, leading to frustrating delays in problem resolution. (1 reviews) - Users find **email formatting issues** in Salesdash CRM compared to Outlook, affecting the appearance of their communications. (1 reviews) - Users find the **layout issues** in email signatures sent from Salesdash CRM less appealing than those from Outlook. (1 reviews) - Users find the **limited customization options** of Salesdash CRM a drawback, wishing for more flexibility to tailor the software. (1 reviews) - Users experience **slow customer support** in Salesdash CRM, which results in delayed problem resolution and dissatisfaction. (1 reviews) ## Salesdash CRM Reviews ### 1. The only CRM to use if you work in transportation/logistics - huge addition to our team **Rating:** 5.0/5.0 stars **Reviewed by:** Mitchell S. | Major Account Sales Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** September 16, 2025 **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. **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. **What problems is Salesdash CRM solving and how is that benefiting you?** Lead Generation, Customer Activation, increasing follow-ups, and tracking conversations and keeping great notes with our shippers. ### 2. Great product for freight brokerage, top notch customer service. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2025 **What do you like best about Salesdash CRM?** System doesn't have to be manipulated and is designed for brokers. **What do you dislike about Salesdash CRM?** Not down side for me based on my experience. **What problems is Salesdash CRM solving and how is that benefiting you?** Keeping up with activities, deals and carrier relations. ### 3. Excellent Sales Tool! **Rating:** 4.5/5.0 stars **Reviewed by:** Krrish B. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2023 **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. **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. **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. ### 4. Good Experience! **Rating:** 4.5/5.0 stars **Reviewed by:** Palak S. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2023 **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. **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. **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. ### 5. Review on Salesdash CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2023 **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. **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 **What problems is Salesdash CRM solving and how is that benefiting you?** Salesdash CRM can maintain the history of communication with the customers along with its database and one can schedule as well as analyze the number of wins and losses with that client. - [View Salesdash CRM pricing details and edition comparison](https://www.g2.com/products/salesdash-crm/reviews?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-10+18%3A38%3A01+-0500&secure%5Bsession_id%5D=2a930f50-0416-4967-bec6-50925e82189d&secure%5Btoken%5D=cd6dbe549a7854dc124e4512f445036bc9723f4ecf9f2ed313707ffbaaaab008&format=llm_user) ## Salesdash CRM Integrations - [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [RingCX](https://www.g2.com/products/ringcx/reviews) ## Salesdash CRM Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Quote & Order Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - CRM Integration **Customer Support** - Customer Support Portal - Knowledge Base - Call Center Features - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Analytics** - Open Rates - Link Activity - Attachment Activity **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **Customizations** - Email Platform Integration - Email Scheduling - Real-Time Notifications - Email Categorization - Templates - Third-Party Integrations **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting/Tracking - Sales Reports - Incentive Management **Generative AI** - AI Text Generation - Generative AI **Additional Functionality** - Contact Management - Email Marketing - Drag & Drop - Drip Campaigns - Workflow Management - Customizable Fields - Monitoring - CRM - Team Management - Click Tracking - Subscription Management - Activity Dashboard - API - Location Tracking - Customer Segmentation - Geolocation - Customizable Branding - Activity Tracking - Data Import/Export - Mailing List Management - Campaign Management - Email Management - Audience Targeting - Reporting/Analytics - AI Copilot - Email Distribution - Email Reminders - Autoresponders - Engagement Tracking - Event Triggered Actions **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Administrative** - Third-Party Integrations - Employee Structure - Behavior Monitoring **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Additional Functionality** - Generative AI - Gamification - Real-Time Updates - Employee Reward Programs - Employee Management - Ongoing Performance Tracking - Benchmarking - Commission Management - For Sales Teams/Organizations - Performance Metrics - Sales Planning - Single Sign On - Performance Management - Forecasting - Quota Planning - Accounting - Workflow Management - Compliance Management - User Management - Rewards Points - Organizational Charting - AI Copilot - Access Controls/Permissions - Customizable Branding - Milestone Tracking - Territory Management - Performance Appraisal - Calendar Management - Alerts/Notifications - Sales Onboarding & Training - Employee Recognition - Reporting/Analytics - Ratings/Reviews - API - Feedback Management - Training Management - Goal Management - Assignment Management - Lead Scoring - Search/Filter - Electronic Signature - Collaboration Tools - Kanban Board - Email Management - Commenting/Notes - Data Import/Export - Prospecting Tools - Interaction Tracking - Product Catalog - Live Chat - Sales Pipeline Management - Appointment Scheduling - Email Templates - Event Triggered Actions - Transfers/Routing - Activity/News Feed - Lead Management - Revenue Management - Document Management - Task Management - File Sharing - Mobile Access - Reminders - Mobile App - Call Logging - Workflow Automation **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Salesdash CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,687 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,300 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,057 reviews)