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

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.

There is nothing I don't like, I really enjoy the product

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.

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.

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.