Salesdash CRM
Salesdash CRM is a Nashville-based SaaS company that provides a freight brokerage- and logistics-specific CRM to 200+ US shipper sales, carrier sales, and 3PL teams, replacing generic CRMs with domain workflows such as lane capture, shot clock lead re-assignment, and TMS integrations.
- Company typePrivate
- Founded2020
- HeadquartersNashville, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Salesdash CRM does
Salesdash CRM is a Nashville, Tennessee-based software company founded in 2020 by Josh Lyles—a former freight sales leader at KeepTruckin/Motive and Tesla—who built the platform to serve freight brokerage and logistics sales teams underserved by generic CRMs. The product is a cloud-based SaaS CRM delivered as a web application, encoding domain-specific workflows including lane and quote capture for shippers and carriers, pipeline tracking across spot/RFP/mini-bid opportunities, an MC-based carrier database, account clearance for duplicate prevention, role-based permissions for mixed W2 and 1099 agent teams, and a proprietary Shot Clock feature that automatically re-assigns dormant shipper leads. Technical architecture relies on native and third-party integrations rather than a standalone stack: Gmail/Outlook for email and calendar sync, Apollo.io for lead enrichment, RingCentral ACE for AI-generated call summaries, Aircall for click-to-dial, Postmark for outbound sequences, McLeod and Turvo for TMS data exchange, and Zapier for app-to-app automation; Enterprise-tier customers additionally receive open APIs and single sign-on.
The company generates revenue through a per-seat SaaS subscription model with two tiers: a Pro plan published at $59 per user per month when billed annually (or $83 billed monthly), and a quote-based Enterprise plan that bundles TMS integration, Shot Clock, open APIs, SSO, and unlimited records. Distribution is direct and digital-first: prospects self-serve through a 14-day free trial with no credit card required, or convert via Calendly-scheduled demos for Pro and Enterprise deals. Marketing is content-led, anchored by an in-house podcast, gated PDF resources, blog content optimized for freight CRM keywords, and the founder's appearances on industry outlets including FreightWavesTV.
Salesdash serves a primarily US-based customer base across non-asset freight brokerages, 3PLs, freight agencies with independent agents, asset-based trucking companies, and freight forwarders—a vertical concentration that aligns product–market fit tightly with logistics sales workflows but concentrates exposure to freight market cyclicality. Named customers include Diversified Transportation Services, Southern Rein Logistics, PAM Transport, Logan Premium Logistics, BlackBox Logistics, and Summit Logistics Group, with public commentary indicating more than 200 freight brokerage and logistics sales teams use the platform. The company operates as Salesdash LLC, is bootstrapped with no external institutional investment disclosed, and maintains a 1–10 person team.
Salesdash CRM firmographics
Firmographics- Name
- Salesdash CRM
- Legal name
- Salesdash LLC
- Website
- https://salesdashcrm.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Salesdash CRM is a Nashville-based SaaS company that provides a freight brokerage- and logistics-specific CRM to 200+ US shipper sales, carrier sales, and 3PL teams, replacing generic CRMs with domain workflows such as lane capture, shot clock lead re-assignment, and TMS integrations.
- Ownership category
- akta.pro rank
Salesdash CRM industry classification
Industry- Product category
- Freight Brokerage CRM Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Customer Success & Account Management CRM (HDAEAFAD)
- akta.pro secondary industries
- CPQ (Configure-Price-Quote) & Quote-to-Cash CRM Extensions (HDAEAFAK), Marketing Automation & Campaign Management CRM (HDAEAFAB)
Keywords
Where Salesdash CRM is headquartered
LocationHeadquarters
- HQ city
- Nashville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Salesdash CRM business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription (Per-Seat): Salesdash generates revenue through recurring per-seat SaaS subscriptions. Two pricing tiers (Pro and Enterprise) are offered with monthly and annual billing options. Annual subscriptions receive a discount. Enterprise pricing is quote-based with custom features including TMS integrations, SSO, and unlimited records.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Annual | Pro Plan — Core CRM features for freight sales teams |
| Per seat | Monthly | Enterprise Plan — Full platform with advanced features and unlimited scale |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels8 records
Salesdash CRM product offering
Product offeringCore offering
Salesdash CRM is a cloud-based SaaS customer relationship management platform purpose-built for freight brokerage and logistics sales teams. It enables sales reps to manage shipper and carrier relationships, capture and search lane and quote data, track pipeline across spot, mini-bid, and RFP opportunities, and run pre-built and custom reporting dashboards. The platform is delivered as a per-seat subscription (Pro and Enterprise tiers) with a 14-day free trial and is supported by a library of native and Zapier-enabled integrations with email, dialer, AI call intelligence, lead sourcing, and TMS systems.
Product overview
Salesdash CRM is a single, unified CRM platform built specifically for freight brokerage and logistics sales teams. The core product (Salesdash CRM) is offered in two pricing tiers: Pro Plan and Enterprise Plan. The Pro tier includes essential CRM functionality (Account/Carrier/Contact Management, Pipeline Management, Custom Reporting, Gmail/Outlook Integration, Lane & Quote Management). The Enterprise tier adds advanced features including TMS Integration, Shot Clock (automatic lead unassignment), Open APIs, Single Sign-On, and RFP Dashboard. The platform integrates with third-party tools including RingCentral ACE for AI-powered call intelligence, Zapier for automation, and TMS platforms like McLeod and Turvo.
Differentiator
Problem solved
Functional benefit
Products and services
- Salesdash CRM Salesdash CRM is the company's flagship cloud-based SaaS platform for freight brokerage and logistics sales teams. It enables sales reps to manage shipper and carrier relationships, capture and search lane and quote data, track pipeline across spot, mini-bid, and RFP opportunities, run pre-built and custom reporting dashboards, and operate from a single browser-based interface with mobile web access. It is sold on a per-seat subscription basis with a 14-day free trial and integrates with Gmail, Outlook, RingCentral, Aircall, Apollo.io, Postmark, McLeod, Turvo, and Zapier.
Quantifiable outcome
- Over 200 freight brokerage and logistics sales teams use Salesdash
- +2 more outcomes
Companies that use Salesdash CRM
Customer profileNamed customers6 records
Segments4 records
Ideal customer profiles3 records
Salesdash CRM technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
AI capability2 records
Feature10 records
Salesdash CRM partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and supporting.
- Apollo.iocoreApollo.io integration allows Salesdash users to source and enrich shipper leads directly within the CRM. It is listed as a core integration under the 'Integrations' section of the Salesdash website, supporting the lead generation workflow for freight sales teams.
- Gmail & OutlookcoreGmail and Outlook integrations enable two-way email and calendar synchronization, allowing sales reps to send emails, use templates, and track opens directly from Salesdash. Calendar events sync two-way to support scheduling and activity logging.
- RingCentral & AircallcoreRingCentral and Aircall integrations provide click-to-dial functionality and AI call summaries. The RingCentral ACE integration (conversation intelligence platform) automatically populates AI-generated call summaries, next steps, call duration, recording links, and call IDs in the activity timeline after every call.
- PostmarksupportingPostmark integration enables Salesdash users to send bulk emails and email sequences directly from the CRM platform, supporting outbound sales engagement workflows.
- McLeod & Turvo (TMS)coreMcLeod and Turvo TMS integrations connect shipper and carrier data into Salesdash. Enables historical shipment data feeds, auto-carrier creation, account management tracking of last ship dates, and enriched lane data for sales reporting. Primarily relevant for Enterprise plan customers.
- ZapiersupportingZapier integration connects Salesdash with 4,000+ third-party apps, enabling users to create custom automations and workflows between the CRM and other business tools without custom development.
- StripesupportingStripe Inc. is the payment service provider used for processing payment transactions on the Salesdash platform. Payment data is passed to Stripe for transaction handling, governed by Stripe's legal terms.
- JAMS (Judicial Arbitration & Mediation Services)supportingJAMS administers binding arbitration for dispute resolution under the Salesdash Terms of Use and SaaS Agreement. The arbitration is conducted by a single neutral attorney arbitrator, in Nashville, TN, under JAMS Comprehensive Arbitration Rules and Procedures.
Scale indicators2 records
Recent moves1 record
Expansion highlights5 records
Salesdash CRM competitors and assessment
Company assessmentBroad incumbents
- HubSpot: HubSpot is a leading broad CRM and marketing platform widely used by SMB and mid-market companies, including freight brokerages. While not specialized for freight, its free CRM tier and ease of use make it the primary alternative Salesdash competes against in the SMB segment.
- Salesforce: Salesforce is the dominant enterprise CRM globally, with deep customization capabilities and an extensive AppExchange ecosystem. Larger freight brokerages (e.g., enterprise tier prospects like PAM Transport) frequently start with Salesforce before evaluating vertical alternatives like Salesdash.
- Zoho CRM: Zoho CRM is a broad, low-cost CRM platform with extensive customization and a deep suite of adjacent business apps. It frequently competes for budget-conscious SMB freight brokerages that need broad functionality at lower price points than Salesforce.
- Freshsales (Freshworks): Freshsales is Freshworks' AI-powered sales CRM targeting SMB and mid-market sales teams with built-in phone, email, and lead scoring. It competes for the same per-seat, self-serve customer profile as Salesdash Pro.
Direct peers
- Pipedrive: Pipedrive is a sales-focused CRM designed for SMB sales teams with a pipeline-first UX. It competes directly with Salesdash for small and mid-market freight brokerages seeking simple, per-seat pricing and visual pipeline management.
- Copper: Copper is a CRM built natively for Google Workspace, targeting SMB and mid-market sales teams. Its simple UX and per-seat pricing overlap directly with Salesdash's Pro tier positioning for small freight brokerages.
- Insightly: Insightly is an SMB-focused CRM with project management and pipeline features, used by small service and logistics businesses. Its pricing and target customer overlap with Salesdash's Pro tier in the small freight brokerage segment.
- Keap (Infusionsoft): Keap is a CRM and marketing automation platform focused on small businesses and solopreneurs with built-in email, pipeline, and payment tools. It competes for the small freight agency and independent agent segment that Salesdash also targets.
Others
- Apollo.io: Apollo.io is a sales intelligence and engagement platform that Salesdash integrates with for shipper lead sourcing and enrichment. While not a direct CRM competitor, it is an ecosystem partner and overlapping sales-tooling vendor often evaluated alongside Salesdash.
Emerging players
- Aljex Software: Aljex is a logistics-specific software provider offering transportation management and load tracking tools with CRM-adjacent customer and carrier management features. It serves a similar freight brokerage customer base as Salesdash, with partial workflow overlap.
Market position
Strengths3 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Salesdash CRM social profiles
Digital presenceSalesdash CRM financial estimates
Financial estimateRevenue estimate
Valuation estimate
Salesdash CRM leadership team
Management profileNumber of profiles
Profiles1 record
Salesdash CRM funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Salesdash CRM M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Salesdash CRM
What does Salesdash CRM do?
Salesdash CRM is a cloud-based SaaS customer relationship management platform purpose-built for freight brokerage and logistics sales teams. It enables sales reps to manage shipper and carrier relationships, capture and search lane and quote data, track pipeline across spot, mini-bid, and RFP opportunities, and run pre-built and custom reporting dashboards. The platform is delivered as a per-seat subscription (Pro and Enterprise tiers) with a 14-day free trial and is supported by a library of native and Zapier-enabled integrations with email, dialer, AI call intelligence, lead sourcing, and TMS systems.
Is Salesdash CRM a public or private company?
Salesdash CRM is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Salesdash CRM founded?
Salesdash CRM was founded in 2020. It employs 1 to 10 people.
Where is Salesdash CRM based?
Salesdash CRM is headquartered in Nashville, United States, in the North America region.
How does Salesdash CRM make money?
One revenue line is on record: saaS Subscription (Per-Seat).
Who are Salesdash CRM's main competitors?
Broad incumbents on record are HubSpot, Salesforce, Zoho CRM and Freshsales (Freshworks). Direct peers are Pipedrive, Copper, Insightly and Keap (Infusionsoft). Apollo.io is listed as an others. Aljex Software is listed as an emerging player.
Does Salesdash CRM have an API?
Yes. Open APIs available on Enterprise plan. Allows developers to build custom integrations and automations.
What industry is Salesdash CRM in?
Salesdash CRM's product category is Freight Brokerage CRM Software. Its primary akta.pro industry code is HDAEAFAD, Customer Success & Account Management CRM, with a secondary code of HDAEAFAK, CPQ (Configure-Price-Quote) & Quote-to-Cash CRM Extensions. Its NAICS code is 518 and its SIC code is 7372.