About SalesPad
SalesPad pricing
SalesPad does not have a free version and does not offer a free trial. SalesPad paid version starts at US$65.00.
Alternatives to SalesPad
SalesPad Reviews
Feature rating
All SalesPad Reviews
- Industry: Medical Devices
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
A solid front-end tool for companies using Dynamics GP
We use SalesPad as our primary interface for our Customer Service department, order entering, and on-the-fly sales and inventory analysis. We have made numerous customizations to aid our business processes, and SalesPad support (along with healthy support from our VAR) has made this pretty easy and inexpensive. We have rarely had issues that caused work-stoppages or other serious reductions in workflow. Rather, I would say the SalesPad interface has been a boon to increasing productivity and reducing errors.
Pros
Much easier interface than the default GP one. License costs are half what a GP seat takes, which is an added plus. SalesPad windows are based around grids that are easily editable and export straight to Excel format. Excellent high-end features like item restrictions, complex pricing down to address card and/or item levels, automated item and customer notes, workflows, etc. Solid CRM functionality for Customer Service and Accounts Receivable activities. Unlimited user-defined fields fixes a long-term issue with the GP ERP.
Cons
SalesPad tries to be THE primary interface for GP users. By taking on such a large task, there are certain things it does excellently, and others it does, well, less so. For example, it's inventory analysis is fantastic for items that you SELL. But since it draws this analysis solely from the sales history, components for finished products end up with no analysis regarding usage.
It's salesperson level CRM is substantially slower than that provided for Customer Service and AR, and seems frankly to be an afterthought. We've also found its CRM to be poorly-suited for tracking sales leads and opportunities.
- Industry: Cosmetics
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
Sun Bum SalesPad Desktop Review
My overall experience has been great. For the most part I remain in the Application or Inventory portion of the program. Upon filling out this survey it has given me the idea to browse around and explore more of the program. Customizable themes allow you to setup a personal layout which may seem small but can be very nice to change views up every now and then.
Pros
The software flows very well and is easy to learn your way around. The customization is very helpful to setup windows best suited to your needs. Organization is key and easy to manage with customizable tabs and folders.
Cons
There are fields that can be easily changed by accidentally scrolling over them with a mouse and can be hard to detect until too late i.e. payment terms, ship method or sales rep and territory. I have made it a habit to triple check these fields as in the past I was finding while moving the mouse I would occasionally make changes to some of these fields unknowingly.
Response from Cavallo
Hey Colin,
We are pumped to hear that you have been enjoying SalesPad and learned how to use it pretty quick. Your feedback has been passed onto our product development team to help make the best product we can.
Thanks,
SalesPad
- Industry: Arts & Crafts
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Time saving features
Salespad is a great resource for my company By allowing us to keep up with inventory with real time reports. It allows for easy searching of customer data, which saves time in the long run.
Pros
What I like most about sales pad is that it provides real time inventory. I am able to View and search for customer documents
Cons
There is nothing about sales pad that I do not like
- Industry: Wholesale
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
It's Okay...
Pros
I like that it is a competent CRM platform.
Cons
It is not user friendly. It could use a lot more customer friendly features. I wish it had a home screen with a snap shot of all that was going on with company or individual regions.
Response from Cavallo
Hey James,
We are sorry that you do not think that SalesPad is as user friendly as it should be. We are glad to hear, though, that you like the CRM functionality! While negative reviews for our products are rare, we take all feedback to heart and use it to help drive our product development.
Thank you,
SalesPad
- Industry: Wholesale
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Salespad - Great Product
we are putting the orders much faster by using the Salespad. Customer information , history and their payment history is all under one tab, which makes the order processing very smooth and efficient. Also the inventory check during the order entry is integrated, so you know exactly what is in stock while entering the order. making notes on the sales order right on the same screen is very helpful as well.
Pros
It is very easy and user friendly. My Customer service team uses the sales pad exclusively for all order entry, inventory , customer data look up. Our warehouse also uses it for warehouse solutions
Cons
Back orders are not supported in the current Salespad version. That would be very useful if we could also access the backorders directly from Salespad.
Response from Cavallo
Hi Yonca,
It is a great day when your customer service and warehouse teams use SalesPad together. Your feedback around back orders has been noted.
Thanks,
SalesPad
- Industry: Professional Training & Coaching
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
The way forward for GP users
SalesPad offers the logical path for Dynamics GP users to become more efficient, take advantage of modern technology and grow their business with the least cost and effort
Pros
The software offers Microsoft Dynamics GP users an easy and natural evolution into modern technology. It spares GP users wishing to evolve their ERP the huge cost and disruption associated with changing from one ERP to another.
Cons
The software does not offer a start to end user experience. It still depends on the users performing sevarl back end processes directly in Dynamics GP
Alternatives Considered
Dynamics 365Reasons for Choosing SalesPad
SalesPad allows us to be much more productiveReasons for Switching to SalesPad
SalesPad leverages the knowledge we have gathered on Dynamics GP over the last 20 years, and builds on top of it instead to replacing it- Industry: Wholesale
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Great functionality. We miss SalesPad!
We really miss having everything in one system. Now we're back to using OMS with two separate systems and it's not as simple to use.
Pros
The ease of navigating between sales orders, invoices, and customer information. The simplicity and functionality of the layout was easy to look at, understand, and there wasn't really a lag that we had to deal with.
Cons
Not being able to speak with tech support without paying to upgrade our software. A big reason why we switched back to OMS after three years was because we couldn't clearly see what was "physically in stock" versus "not available for orders" after sales reps would type up orders.
Response from Cavallo
Hey Amy,
Thank you for the feedback. We miss you too! The feedback you have given helps drive out product development.
Thanks,
SalesPad
- Industry: Wholesale
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Good for Disttibution
Pros
Ease of Use and adaptability
Speed
Level of Detail
Good tutorial videos are available
Minimal Training requires
Cons
Analysis and reporting is cumbersome to set up and repeat
Inventory management could be more robust
CRM functionality is weak
Would enjoy stand alone RMA functionality
Alternatives Considered
Dynamics 365Switched From
Dynamics 365Reasons for Switching to SalesPad
Cost, ease of use, overall functionality and ability to easily pull details from GPResponse from Cavallo
Hey Alan,
Thanks for the detailed feedback. The feedback you gave helps drive our product development to be the best that we can be.
Thanks,
SalesPad
- Industry: Wholesale
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Salespad review
I am overall happy with salespad. It streamlined our business process to make things in the office/warehouse more user friendly and easy to use
Pros
I like how you are able to visually see all the information about customers in a more organized fashion. Everything is more organized within salespad
Cons
That you cannot see Return documents within salespad and can only see it within GP. Also that you cannot see how any payments are applied so if you don't have GP then a salespad customer service user cannot help with any money related issues
Alternatives Considered
NetSuiteReasons for Switching to SalesPad
Salespad seemed to fit our business needs more than other products we saw out there- Industry: Printing
- Company size: 51–200 Employees
- Used Daily for 6-12 months
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Review Source
Excited!
We are still in the finishing stages of implementation, just ironing out the details, but they have been great to work with and if we had more time internally to work on it, it would have been done a long time ago. Just a few more things and we will be completely up and running! I am very excited to roll it out to our end users.
Pros
I like how we can customize the appearance for every user. The ability for each person to make it the most functional for them is a huge time saver.
Cons
I really can't think of anything off the top of my head that I haven't liked.
Response from Cavallo
Hey Sarah,
We are pumped to hear that Central Ink Corporation is really enjoying SalesPad. We hope the rest of your implementation continues to go smoothly.
Thanks,
SalesPad
- Industry: Food Production
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Perspective of SalesPad
Pros
I like how we can customize and script aspects of the software to fit our needs. We have done a significant amount of customizations and rely heavily on the workflow and smartprinting, as well. These features make it possible for us to function the way we do between our production facility and our distribution center. I also like the depth of the software in regards to features and overall functionality for our various departments.
Cons
I wish there was a way we could get users completely into SalesPad and not have to jump to GP for certain steps, I know this is difficult-to-impossible to do but it would be a dream come true if it ever happened. Beyond that, outside of miscellaneous bugs we've come across from time-to-time, nothing major that I dislike.
On a side note, it would be nice if there was a security setup wizard or something to help streamline the process of creating a new security group for users. There are a LOT of options in security and it is easy to miss a single checkbox that makes the difference between working and not working. Once again, a luxury more than a major pitfall.
- Industry: Nonprofit Organisation Management
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
SapesPad brings ease of use to GP
I've found SalesPad's customer service to be far better than our GP re-seller and very good overall. Typically I wait no more than about a minute to get a live person and they almost always answer my question or resolve my issue on the first call.
Pros
SalesPad makes it much easier to accomplish routine tasks in GP. Order and payment processing, purchasing and inventory monitoring are pretty intuitive in SalesPad.
Cons
It doesn't have all the features I wish it did. There are some tasks that I still have to do it GP that I wish I could do it SalesPad. For example, receiving and applying invoices on drop-shipped orders. Currently SalesPad gives me the ability to receive on a lovely mass receipt screen, but not to apply the invoice including freight costs, to that invoice. Because of that limitation, I still have to receive each order individually in GP.
- Industry: Warehousing
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Excellent CRM + Operations Software
Pros
This software houses all of our sales, accounting operations, and database in one place that allows for incredibly effective operations. It also has dramatically increased our insights and analytics of our deal life cycles, customer insights, and successful outcomes. We love that everything is in one place for our sales workflow, housed on our own network, it allows us to reflect on our quarters/ years, and it remains consistent for our non-computer oriented sales people!
Cons
It is difficult to communicate and receive needed changes / updates without going to "custom development" route. That is very frustrating, especially a lot of things we've encountered over the years have been things considered custom, but in our eyes, should be a necessary function of the software.
- Industry: Wholesale
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
A great front end for Microsoft GP
We implemented SalesPad for ease of use by sales staff and purchasing personnel. It took the complexity of GP and made it simple for these front line staff.
Pros
Dashboard views, various ways to monitor and process batch information, workflow capabilities, ease of upgrades, unlimited user defined fields, and quick and easy sales analysis.
Cons
Doesn't always follow the same logic as GP, specifically with bill of materials transactions, and issues with regard to this functionality remain.
- Industry: Wholesale
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Great Back of the house Software
Salespad has allowed our order processing to speed up dramatically. It also has allowed us to overcome some issues with Human error or oversight by allowing the system to "think" for us- giving my team the time and information needed to make sure the client experience is the best we can offer. We constantly find new features that help us eliminate manual work. Really love this program!
Pros
My favorite part of Salespad is the ability to create workflows so that orders are addressed specifically based on rules we put in play to take away the "Human" errors. We utilize the workflows to address client terms, product backorders, free freight approvals etc.
Cons
The reporting capability is "SQL focused" making it an IT specialist only or customization request only. It would be great to utilize the system and its reporting capabilities in a more user friendly version.
Response from Cavallo
Thank you Christy! We love automation too. We appreciate your feedback on the accessibility of reporting - we're always looking at ways to improve SalesPad Desktop.
- Industry: Electrical/Electronic Manufacturing
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Extras Needed for Certain Industries
Overall I feel it is a good system. We are currently upgrading our Salespad Software for a more paperless and seamless workflow. Unsure of the ease of getting all the updates installed and usable.
Pros
It is user friendly. Easy to add and remove columns that are not necessary for individual needs.
Cons
Since my company does both custom assembly and distribution it does not cover all of what is necessary for us. We are still having to include extra notes outside of the Salespad System
Response from Cavallo
Hey Donna,
We are always looking for ways to improve SalesPad and feedback like this helps guide these improvements.
Thanks,
SalesPad
- Industry: Consumer Goods
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
SalesPad: A GP Must-Have
SalesPad is the program that my company uses every day for order processing, inventory management, and pretty much any other step of our process that touches customer orders or purchase orders. It has been a pleasant system to work with in just about every way.
Pros
SalesPad is simple to use, but best of all it allows for customization that can help match functionality to business processes.
Cons
I wish the API was more functional, it seems to be pretty limited at this time.
Response from Cavallo
Thank you so much for your review! We¿d be happy to help answer any questions around the API that you might have. We are continuously improving all of our products, including that one! Let us know how we can help!
- Industry: Chemicals
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Review
The overall experience is great. Our Customer Service team loves the product. The copy feature is also helpful!
Pros
The software is very easy to manage. The way security is done is 100 times better that GP and much easier. Recently, we have found that you can edit historical orders (UDF only). This will be a great help with a new task we have been given!
Cons
I wish there was more help via website with helpful tips. When I have a GP issue, I can google the question and find an answer most times. SalesPad is a little harder to find.
- Industry: Wholesale
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
SalesPad is a must for all GP Dynamic users
Can't say enough about how spectacular the entire time with SalesPad has been. Installation and learning was a breeze and again support is out of this world. My new website integration is going to improve our customer support and cut costs for us in ways we can never imagine, thank you SalesPad
Pros
Functionality, ease of use, the custom aspects of your screens and also added features. The ability to create integrations with your website and the customer service is best in class. The support team can not be compared to anyone else out there; you have an issue they will work with you now, until it is resolved.
Cons
I can't think of a con except maybe that they would work with other accounting software programs or even better be stand alone.
Response from Cavallo
Thank you Jason - we really appreciate your kind words!
- Industry: Textiles
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
Salespad Desktop, some thoughts
Allocating and pushing multiple orders at once to our warehouse has helped streamline some extremely tedious button pushing we used to do directly in GP. Salespad as a company still cares about their customers on an individual level, and the support we've gotten through various people in the organization reflects this.
It would be nice if Microsoft had designed an ERP system in a more user friendly way that actually appears to understand how businesses operate...but they didn't, and here we are.
Pros
Salespad corrects the horrible UX design built into GP while solving other critical design/functionality problems along the way.
Cons
Workflows are quite unintuitive - these could be setup a lot easier.
Response from Cavallo
We couldn¿t agree more about ERP systems! We are proud to have a solution that streamlines the UI shortcomings of traditional ERP systems. We¿d be happy to help answer any questions you have about workflow. We want it to make it as simple as possible to create and maintain a workflow design that is compatible with your business processes!
- Industry: Information Technology & Services
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
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Review Source
Sales pad is the best front end order sales entry system with Flexability and super support.
Pros
the Flexibility that is give the end user and with newer versions, a better advantage to see everything you need in one place.
Cons
the 3rd party report writer... not that it's bad just sometimes time consuming
- Industry: Retail
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Helpful links to data
Much quicker access for SOP processes, less screens to cursor through to complete transactions. Workflow and Sales Monitor features are helpful for reviewing status. Experience has been very positive for our business and users.
Pros
The ease in which you can find data by linking to history in Sales and Inventory
Cons
Security and Setup complexity. Forms modification. Quick Reports setup and limitations.
Response from Cavallo
Thank you for your review! Our securities and settings are very robust. Depending on which version you¿re running, we do have the ability to apply default security groups. We also have had recent upgrades to our Quick Report manager, which allows regular SalesPad users to create their own Quick Reports. Let us know if you¿d like to take a look at the latest version!
- Industry: Plastics
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Our Salespad System
Pros
This software is user friendly and training new staff on it is really easy.
Cons
We have the system having faults and it also has not kept all of our settings each time we log in and out. we wish that you could attach documents to PO and order confirmations
Response from Cavallo
Hey Andrew,
We are glad to hear that you have been able to train staff on SalesPad very easily. Your feedback is appreciated as it helps guide our product team to build the best product we can.
Thanks,
SalesPad
- Industry: Automotive
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
SalesPad
Pros
it ties in nicely with our accounting software making it easy to review customer numbers and items on the desktop verstion.
Cons
the mobile version isn't very user friendly. Adding prospects is cumbersome
Response from Cavallo
Hey Brian,
We are glad to hear that SalesPad has made it easy to review customer numbers and inventory items. We are always looking for feedback around how to improve our mobile offerings.
Thanks,
SalesPad
- Industry: Wholesale
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Wonderful, agile software solution
Pros
I love the customer focus that the company as a whole portrays. They are always looking to their customers for how they can make the software more functional. The customer support is tremendous and we always feel like they care. I can not speak highly enough of the whole company.
Cons
Some customizations can be expensive if you really need them, but at least you know they will be done right.
Response from Cavallo
Thank you so much for your kind words! Our custom team is one of the big things that sets us apart from other solutions and we are happy to be able to design your specific solutions!