SalesPad

Transform your customer-to-cash cycle.

Overall rating

4,3 /5
(135)
Value for Money
4,2/5
Features
4,1/5
Ease of Use
4,3/5
Customer Support
4,2/5

92%
recommended this app
Sort by

135 Reviews

Roger
Overall rating
  • Industry: Information Services
  • Company size: 1 001–5 000 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

SalesPad Takes Dynamics GP to a Whole New Level!

Reviewed on 2019/04/02

I've been working with SalesPad for about 7 years and have implemented it for a variety of...

I've been working with SalesPad for about 7 years and have implemented it for a variety of distribution clients. From small manufacturing shops to large wholesale distribution SalesPad is the perfect companion to Dynamics GP.

Pros

The SalesPad interface is second to none. It builds on the strong Dynamics GP platform and gives the user an interface that is easy to navigate, rich in additional features and at a price point that makes it affordable for all.

Cons

It's hard to come up with a complaint about SalesPad Desktop but if I had to pick a couple things it would be that it is so easy to get overwhelmed with open tabs. With so many features it can almost be confusing so you have to do your work in security to create an environment that keeps what the user needs close at hand.

Kathy
Overall rating
  • Industry: Warehousing
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Evolving

Reviewed on 2019/04/02

My experience up until a year ago was okay, but after attending SalesPad's User Conference,...

My experience up until a year ago was okay, but after attending SalesPad's User Conference, learning what all it could do, then coming back and implementing changes, enhancing our use of the product, has notched my overall opinion and experience up into the 'Great' range. Their implementation and support teams have been awesome to work with...that's a HUGE plus. Not necessarily being a technical person myself, it's always great to work with a team that strives to make the working relationship positive in every way. I cannot say that strongly enough, as I am also working with other software implementations teams that seem to thrive on making you feel like you are an irritation in their day.

Pros

Several things...user friendly, while still maintaining great functionality. Can be customized to meet our needs. No downtime :). The SalesPad team is constantly improving the product via updates to improve/enhance functionality and adding new features.

Cons

Honestly, I can't think of anything I dislike...except...add more colors/themes for the background. Enhance the darker themes, so you can see every sales line clearly. My people say changing the background makes it less boring :)

Jeanette
Overall rating
  • Industry: Automotive
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

Not a good fit

Reviewed on 2019/08/09

From the set up and implementation to actual use was way too long. The program itself was...

From the set up and implementation to actual use was way too long. The program itself was customized for us and still does not work correctly and in order for them to fix what they did not do correctly it will cost us more. Salesperson use is ok - when doing anything from the admin end almost never works and need to deal with customer support

Pros

That it integrates with our accounting system

Cons

not very user friendly - we had to customize a lot really not the best for us but after spending a lot of money we had no choice but to continue

Verified Reviewer
Overall rating
  • Industry: Import & Export
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

GP painful, Salespad great

Reviewed on 2019/07/25

Pros

The user interface in Salespad let us define the user defined fields we needed, implement custom business rules and still keep all our data in GP. We've even had some custom work done. It was completed professionally and quickly. I'm very happy with Salespad.

Cons

It still has to use GP under the hood. This is good and bad. A fully functional integrated system is great but some of the limitations of GP can't be worked around in Salespad - despite the many things Salespad makes easier.

Alternatives Considered

Dynamics 365 and QuickBooks Desktop Enterprise

Reasons for Switching to SalesPad

Customized interface.
Anne
Overall rating
  • Industry: Wholesale
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

A great front end for Microsoft GP

Reviewed on 2019/07/18

We implemented SalesPad for ease of use by sales staff and purchasing personnel. It took the...

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.

Krista
Overall rating
  • Industry: Automotive
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

SalesPad is a must if you have Microsoft GP

Reviewed on 2018/08/30

We came from an old, DOS-based system. When we converted to SalesPad, it felt as though someone...

We came from an old, DOS-based system. When we converted to SalesPad, it felt as though someone lifted a blanket from over our heads. The visibility within the system and access to valuable information is awesome!

Pros

I particularly like the visibility, within the software, to view the workflow of the order process which makes Customer Service easy. Inputting orders is very easy. Customer Search is easy. The product is very user friendly. We converted to SalesPad at the same time we converted to GP and we love it!

Cons

Right now, we're in the process of converting to PayFabric for purposes of processing credit cards. We have a multi-store, heavy retail environment and had challenges with implementing Card Control. Out of the box, PayFabric isn't functioning within our test environment, but SalesPad's development team is looking into a solution.

Response from Cavallo

Thank you for your kind words Krista! We're very proud of how intuitive SalesPad Desktop is.

Anne
Overall rating
  • Industry: Wholesale
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

GP sales and purchase order processing for dummies

Reviewed on 2018/09/04

SalesPad is very responsive to our needs; however, if the source of your problem is somewhere in...

SalesPad is very responsive to our needs; however, if the source of your problem is somewhere in the communication set up between GP and SalesPad, then it can be difficult to get your issue addressed. An example is how GP assigns the Assembly number as soon as you begin entering the assembly, whereas SalesPad doesn't assign it until you save. If you have users in both GP and SalesPad entering assemblies, one can hijack the other.

Pros

The ease with which my users learn it. Also, the Sales Analysis and Sales Monitor features. Finally, the audit feature.

Cons

That they haven't quite extended the audit feature to all of the modules.

Response from Cavallo

Thank you! We are also happy with the built-in Sales Analysis and Monitor features. We are continually adding auditing to each of the modules, so stay tuned!

Donna
Overall rating
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Extras Needed for Certain Industries

Reviewed on 2020/02/20

Overall I feel it is a good system. We are currently upgrading our Salespad Software for a more...

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

Suzanne
Overall rating
  • Industry: Retail
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Helpful links to data

Reviewed on 2018/09/04

Much quicker access for SOP processes, less screens to cursor through to complete transactions. ...

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!

Verified Reviewer
Overall rating
  • Industry: Building Materials
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Product

Reviewed on 2018/08/30

The variety of reporting and customizations has allowed us to do more than just enter invoices, we...

The variety of reporting and customizations has allowed us to do more than just enter invoices, we track production orders, etc.
Also great support staff.

Pros

Very customizable and easy to work with.

Cons

The integration with GP isn’t quite seamless. We sometimes have some issues with multicurrency transactions and editing Purchase orders.

Response from Cavallo

We are pleased you¿re happy with our support staff! They are an awesome team. We want to address the multi-currency and purchasing issues you¿re running into; if you¿d like to contact support or your sales rep, we¿d be happy to help!

Teddy
Overall rating
  • Industry: Warehousing
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Excellent CRM + Operations Software

Reviewed on 2019/08/02

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.

Gary
Overall rating
  • Industry: Renewables & Environment
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great for Salesperson order entry

Reviewed on 2020/02/17

We mostly use the software to allow our salespeople to enter orders in a secure environment. It...

We mostly use the software to allow our salespeople to enter orders in a secure environment. It allows us to secure fields that we don't want salespeople to change and using workflow we can route orders through Credit checking and other processes. Signivicant savings on processing orders since the sales staff enter their own.
Also used by internal staff to process, ship and invoice orders.

Pros

Fully integration to Dynamics GP.
Somewhat customizable.
Simple to use for our salespeople.
Integrates with Sales Tax and credit card solutions.

Cons

Can be challenging to customize screens and functionality and modify reports.

Response from Cavallo

Hey Gary,
We are glad to hear that your sales team finds the software easy to use. Your feedback will be passed along to our development team.

Thanks,
SalesPad

Kyle
Overall rating
  • Industry: Retail
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

You Should Have SalesPad!

Reviewed on 2023/02/17

Overall, it is a great product that I recommend to anyone!

Overall, it is a great product that I recommend to anyone!

Pros

The Audit Trail features and ease of use are the best.

Cons

There are times when certain functions will just not work.

Gaelle
Overall rating
  • Industry: Wholesale
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Amazing Software

Reviewed on 2018/08/02

Thanks to SalesPad desktop, we have access to all information in 1 screen.
This helps us look very...

Thanks to SalesPad desktop, we have access to all information in 1 screen.
This helps us look very professional when talking to our customers.
We have their AR, open order, order history, all available from 1 screen.

Pros

We love the ease of use of this software, and it is affordable for small companies.
In the past we only had GP and it made the job of the salesforce very complicated.
Now, with a click of a button, we have all the necessary information for inventory, sales, etc.

Cons

I have nothing negative to say!
This is just the best investment we have made.

Response from Cavallo

Hello Gaelle,

Thank you for your review. We're so pleased to hear how helpful SalesPad Desktop has been to you and your team.

Grant
Overall rating
  • Industry: Consumer Goods
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

SalesPad: A GP Must-Have

Reviewed on 2018/08/30

SalesPad is the program that my company uses every day for order processing, inventory management,...

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!

Christian
Overall rating
  • Industry: Machinery
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

SalesPAd for a distribution company

Reviewed on 2018/09/04

Since we have started with SalesPad, it as gone a long way towards getting more efficient. You just...

Since we have started with SalesPad, it as gone a long way towards getting more efficient. You just have to keep in mind that their core is Sales. I am convinced that they will become even better with time with more added benefits!

Pros

Has a flexibility that GP just doesn't have. Continuously improving their offering.

Cons

This is mostly a Sales program. It is improving in other spheres like purchasing, but still does not offer posting on invoices or payments.

Response from Cavallo

Thank you for your comment. We are glad you have noticed we are always evolving! We don¿t have posting on our radar right now (mainly due to eConnect limitations) but we are always taking note of what our customers need!

Carlene
Overall rating
  • Industry: Warehousing
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Love SalesPad

Reviewed on 2020/02/11

one problem solved was being able to generate specific reports for certain salesmen so they all...

one problem solved was being able to generate specific reports for certain salesmen so they all didn't have to use the same report

Pros

I like the order entry screen and how easy it is to make changes to orders when necessary.

Cons

I don't like that inventory is not cumulative. We transfer inventory between warehouses and each transfer is listed by itself and not a cumulative total if the same lot is used.

Response from Cavallo

Hey Carlene,
We are thrilled that you are enjoying the order entry screen and its functionality.
Thank you for the feedback, this helps drive our product development.

Thanks,
SalesPad

Chris
Overall rating
  • Industry: Machinery
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Good product

Reviewed on 2018/08/30

Integrating salespad into ordering process, CRM for sales staff, and manufacturing processes. It...

Integrating salespad into ordering process, CRM for sales staff, and manufacturing processes. It have been a very useful tool.

Pros

A more simple streamline product for data entry over GP

Cons

CRM functionality needs to be built out further. No direct connection between prospect/opportunity and quote/order.

Response from Cavallo

We are happy we¿ve been a useful tool to your business! Depending on the version you¿re running, you have the ability to convert CRM Opportunities to Quotes and transfer those Quotes to Orders. We are more than happy to discuss this and any other concerns! Please contact your sales rep with any questions. Thank you!

Mark
Overall rating
  • Industry: Furniture
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Salespad Desktop

Reviewed on 2020/02/17

Pros

I appreciate the ease of use for my customer service team when it come to entering orders. The Salespad interface is far superior to the GP in regards to order entry.

Cons

Would like more ability on the custom side when we have special requests. My preference would be to have Salespad able to handle all of our custom work.

Response from Cavallo

Hi Mark,
We are glad that your customer service team enjoys using SalesPad. Your feedback has been passed along to your sales rep for follow up.

Thanks,
SalesPad

Derek
Overall rating
  • Industry: Consumer Goods
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

SalesPad Software

Reviewed on 2020/02/11

Pros

The user interface is extremely user friendly for day to day task as opposed to some of its competitors.

Cons

The largest con with this software seems to be reliability in the coding and sometimes it takes along time for the customer service team to find the root cause an resolved the issue. I do understand that they have changed around their customer support department in hopes to resolves these issues in timely and accuracy resolutions.

jodey
Overall rating
  • Industry: Wholesale
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Easy to Use System

Reviewed on 2018/09/10

Great Experience. Would recommend this software to anyone who needs a system where employees of...

Great Experience. Would recommend this software to anyone who needs a system where employees of all levels can use it.

Pros

Easy to understand and screens are easy to follow.

Cons

Difficulty of adjusting payments. Hard for counter employees to go into to correct a payment went it is entered incorrectly

Response from Cavallo

Thanks for your comment! We'd love to help with the payment adjustments in Counter Sales. Please reach out to your sales rep or our support team and we can help find the easiest solution.

TERENCE
Overall rating
  • Industry: Warehousing
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Salespad desktop compliments Dynamics GP

Reviewed on 2019/07/18

Pros

What I like most with Salespad desktop is the user interface in all the modules. It is very easy to use and to see information. The user console is consistent across the software. You can easily add and remove columns along with filters.

Cons

I can't think of any. If anything, lack of example/template reports to download.

Verified Reviewer
Overall rating
  • Industry: Wholesale
  • Company size: 501–1 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great add-on to Dynamics GP

Reviewed on 2019/04/03

Pros

Takes most of the GP windows and puts them in a much more user friendly manner. Instead of having to open up several windows to do something, alot of times it can be done all in one place. Another pro is user fields and the ability to add them with ease and report on them.

Cons

The only thing I could think of would be a workflow/monitor for the Purchasing side.

Amanda
Overall rating
  • Industry: Mechanical or Industrial Engineering
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Clarcorp Review

Reviewed on 2020/02/11

Pros

How easy to move around and to be able to train new users.

Cons

Error messages not giving enough detail on what line or what the issue really is, in normal communications.

Response from Cavallo

Hey Amanda,

Thank you for the review, the feedback you have given about the error messages helps to drive our product development.

Thanks,
SalesPad

Deona
Overall rating
  • Industry: Machinery
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Conference!

Reviewed on 2018/09/07

I have only positive things for this experience, it was also my first time attending.

I have only positive things for this experience, it was also my first time attending.

Pros

I learned so many features we're not utilizing that are available to use. Well worth the time spent at the conference.

Cons

Some of the functions I need for purchasing is not able to be incorporated into Salespad.

Response from Cavallo

Thank you for your feedback Deona!