Automation & Productivity
Work smarter with automation, insights, and seamless integration
Unlock new levels of efficiency and visibility with SalesPad’s automation and analytics capabilities. Streamline repetitive tasks, enforce business logic, and surface real-time data through intuitive dashboards and reports, all while easily integrating with third-party applications to keep your operations connected and running smoothly.
Cut the Busywork. Amplify Efficiency.
Reporting & Analytics
Get critical intelligence right at your fingertips to make smarter decisions.
Real-Time Dashboards
Create visually compelling dashboards based upon SalesPad reporting data.
Data Imports
Import Excel spreadsheets to create and update customers, sales orders, purchase orders, and more.
Customizable Business Logic
Leverage scripting to automatically validate data and perform tasks at specific trigger points.
Unlimited Custom Fields
Add user-defined fields to 60+ different objects to track every detail.
Enhanced Sales Workflows with Automation*
Auto-forward orders, and automatically convert quotes to orders, and orders to invoices.
Automated Communication*
Send emails, reports, and customer AR statements on a recurring basis.
Integrate with Ease*
Seamlessly integrate SalesPad with third-party applications.
*May Require Additional Licensing
Multi-Entity Management (MEM) Integration
Document Management Integration
“It brought down the number of clicks from 10 to 1.”
