Customer
Management
Know every customer. Grow every relationship.
SalesPad’s customer management tools centralize customer and order data, track interactions, and give your team the visibility to follow up with confidence. From the first quote to repeat orders, you’ll know who to engage, when to act, and how to grow revenue and loyalty.
Keep Deals Moving and Relationships Growing
Unified Customer Record
Manage contacts, orders, and notes in one place—no siloed spreadsheets.
Sales Pipeline Tracking
Monitor opportunities from quote to close with full customer pipeline visibility.
Activity & Task Scheduling
Create follow-ups so no call, email, or renewal slips through.
Interaction Logging
Easily log every touchpoint so your team always knows the full context.
Customer-Specific Pricing
Respect special agreements by tailoring pricing for certain customers.
Fast Quote to Cash
Provide fast, accurate quotes and convert quotes to orders in one click—or less, with automation*.
Returns Management*
Create and update Returns Management Authorizations (RMAs).
Robust Returns Tracking*
Identify issue, cause, and resolution for returned items, and quickly generate replacement orders.
*May Require Additional Licensing
CRM Integrations
“We’ve been able to consistently grow our existing customer base by over 25% with SalesPad.”
