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SalesPad

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Transform your customer-to-cash cycle.

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SalesPad Features

Features Summary

Functionality

4.1

/5

135

Total features

41

8 categories

SalesPad features

Alerts/Notifications
Backorder Management
Barcode/Ticket Scanning
Barcoding/RFID
Cataloging/Categorization
Check-in/Check-out
Cost Tracking
Customer Database

Common features of Inventory Management software

API
Activity Dashboard
Alerts/Notifications
Backup and Recovery
Barcode/Ticket Scanning
Billing & Invoicing
Budget Tracking
Cataloging/Categorization

Price starts from

65

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.1

/5

135

Price starts from

65

learn more

Total Features

41

Unique features

  • Real Time Order Entry

  • Mobile Access

  • Multi-Channel Management

  • Order Entry

Functionality

4.7

/5

1.7K

Price starts from

Free

learn more

Total Features

13

Features in Common

0

Unique features

  • Private Browsing

  • Developer Tools

  • Tab Management

  • Address Bar

Functionality

4.6

/5

2.4K

Price starts from

69.99

/user

Per year

learn more

Total Features

41

Features in Common

3

Unique features

  • Real-Time Reporting

  • Endpoint Protection

  • Event Analysis

  • For MSPs

Common SalesPad comparisons

SalesPad logo
Fishbowl logo
SalesPadvsFishbowl

Reviewers who mentioned features said:

AR
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Verified reviewer

Import and Export, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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GP painful, Salespad great

Reviewed 5 years ago
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.

AP
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Anne P.

Wholesale, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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A great front end for Microsoft GP

Reviewed 5 years ago

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.

KN
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Krista N.

Automotive, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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SalesPad is a must if you have Microsoft GP

Reviewed 6 years ago

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.

Vendor response

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

SA
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Suzanne A.

Retail, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Helpful links to data

Reviewed 6 years ago

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.

Vendor response

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!

DG
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Donna G.

Electrical/Electronic Manufacturing, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Extras Needed for Certain Industries

Reviewed 4 years ago

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

Vendor response

Hey Donna, We are always looking for ways to improve SalesPad and feedback like this helps guide these improvements. Thanks, SalesPad

AR
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Verified reviewer

Building Materials, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Product

Reviewed 6 years ago

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.

Vendor response

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!

TH
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Teddy H.

Warehousing, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Excellent CRM + Operations Software

Reviewed 5 years ago
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.

GL
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Gary L.

Renewables & Environment, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great for Salesperson order entry

Reviewed 4 years ago

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.

Vendor response

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

GE
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Gaelle E.

Wholesale, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Amazing Software

Reviewed 6 years ago

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.

Vendor response

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

js
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jake s.

Food Production, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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salespad review

Reviewed 5 years ago
Pros

What i like most about Salespad is all the additional feature you can add to their already extensive reports. I do a lot with the inventory analyst report and the column and band chooser allows me to pull and remove all the information i would ever need for each product.

Cons

One of the only cons I ran into was trying to setup a way to do a site to site transfer. We wanted to get away from doing all of our site to site transfers in GP but the process of being able to get what we needed through salespad was a little to drawn out for some of our employees to fully grasp.

ES
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Eduardo S.

Sporting Goods, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Salespad Customization & Customer Support

Reviewed 4 years ago

Experience using Salespad has been great. We continue to learn more how Salespad Desktop can support and meet our ERP needs.

Pros

We've been able to use this software for all of our manufacturing purposes, and allows us to customize our workflows by type of product and service. Further, we are in touch regularly with Salespad developers, sharing feedback on our needs from Salespad Desktop, which results in improvements to the program, as well as Salespad API. The Salespad API has been one of the most beneficial features that allows us to build our company around a web based infrastructure.

Cons

There are some features regarding the Salespad API that we need, and are not available yet. However, many are in development.

Vendor response

Hi Eduardo, We are happy to hear that Xenith has been pleased with SalesPad and that Xenith is also providing crucial feedback to our development teams. Thanks, SalesPad

MB
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Marie B.

Information Technology and Services, 501-1,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Sales pad is the best front end order sales entry system with Flexability and super support.

Reviewed 5 years ago
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

TL
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TERENCE L.

Warehousing, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Salespad desktop compliments Dynamics GP

Reviewed 5 years ago
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.

AR
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Verified reviewer

Wholesale, 501-1,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great add-on to Dynamics GP

Reviewed 5 years ago
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.

VW
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Victoria W.

Oil & Energy, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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User Friendly Software

Reviewed 5 years ago

Order entry screens are customizable and easy to use for the user.

Pros

Very user friendly screens and easy to understand right out of the box. Easily customizable. Work well with GP and makes entering orders easier than doing it in GP.

Cons

Not as many things plug right into it as they do Great Plains.

JS
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Jennifer S.

Wholesale, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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Great add to GP

Reviewed 5 years ago

Its a great product without great support on the back end. If you do not have an inside computer techie/software editing person I wouldn't not recommend this product to a new user. SalesPad expects the user to just know how to use, edit and manipulate the data. SalesPad provide a few You Tube videos and updates in newsletters with the expectation the end user to just fully understand and implement. Their technical customer service support leaves a lot to be desired.

Pros

The ease of functionality of working SalesPad in real time and the data pulled from GP is accurate. Sales department likes the ease of putting in an order and search/look up options.

Cons

Customer service is challenged. They have a good product but, then to fully support it SalesPad have mostly fluff for customer service. You have a front person who has little to no knowledge as to how to solve the issues submitted. He/she then has to escalate an issue up the chain of commands until someone deeper inside SalesPad can figure it out. But, those individuals don't step forward to solve it - they feed the info back down the latter of command. And back and forth the project goes for every little step that doesn't fully work. It's time consuming, very repetitive and all on the users dime.

Vendor response

Thanks for your feedback on our support team, we take these comments very seriously. We've seen the need to get responses back to customers faster, and have since added a support engineer to the team. This engineer is an experienced program developer who formerly managed our product development department. We've already seen this change transform resolution times drastically, and we expect this trend to continue. Often, this support engineer is actively troubleshooting with a support representative while you're on a call. For issues that require a deeper level of development work, we'll be sure to stay on top of these situations and communicate with you in a proactive manner. The sole reason SalesPad exists is to help your business succeed, and we want to do that any way we can.

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J. Power H.

Medical Devices, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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A solid front-end tool for companies using Dynamics GP

Reviewed 5 years ago

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.

AS
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Alan S.

Wholesale, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Good for Disttibution

Reviewed 4 years ago
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

Vendor response

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

CC
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Colin C.

Cosmetics, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Sun Bum SalesPad Desktop Review

Reviewed 4 years ago

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.

Vendor response

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

YO
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Yonca O.

Wholesale, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Salespad - Great Product

Reviewed 4 years ago

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.

Vendor response

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

TL
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Tracy L.

Plastics, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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The Big Switch

Reviewed 4 years ago

We are very happy with Salespad, we use it as an interface to GP.

Pros

User friendly, lots of customizing options and user fields.

Cons

Not enough templates for dashboard usage - we work with salesguys and being able to have existing templates/reports to pick from would be nice. Also, one drawback is it seems when we do a big upgrade things get broken and we have to refix things. So, Salespad could benefit from recording better notes by customer and what they have setup special would be a good. Everytime we have to fix issues we have to start over and go back through our notes, when Salespad should have this information.

Vendor response

Hi Tracy, Thank you for your feedback. We hope in the future upgrades go smoother. Your feedback will be passed along to the development team to help improve SalesPad. Thanks, SalesPad

AM
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Andy M.

Food Production, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Perspective of SalesPad

Reviewed 5 years ago
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.

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Marie B.

Retail, 501-1,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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GL/Sales Pad Application Support III

Reviewed 6 years ago

solving the ease of order entry for the sales reps and customizing using workflows and scripts to hlep the user make fewer mistakes, is great. The support team is fablous and always respond in a timely manner and help out whenever we enter a ticket. If the first level of support can't resolve the issue, they immediately bring in the second line of support so the issue is generally resolved qucikly.

Pros

Saels Pad is great to see everything about the order with one click on the document search. Sales Monitor is another great view of orders, that are in different batches. It's user friendly and we can do alot of customization with workflows and what I like the best is that is sits on top of Great Plains, so there is no 3rd party application talking back and forth, like some of the other application used. What is in GP you see immediately.

Cons

I've been supporting Sales Pad for a nunmber of years and though the years, they have made inprovement, that just make the ease of using Sales Pad better and better. I can't say that I do like anything the least on this application.

Vendor response

Marie - thank you for your glowing feedback! We appreciate what you have to say and your business.

SC
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Sarah C.

Printing, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Excited!

Reviewed 4 years ago

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.

Vendor response

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

FB
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Frank B.

Wholesale, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Using Salespad in the wholesale world

Reviewed 5 years ago
Pros

The ease of creating customer orders. I also process inventory transactions and the process of entering purchase orders right down to receiving is just as easy as it can get. Also having the ability to export information to excel is awesome.

Cons

The report writing unless you understand sequel report writing you will need assistance in writing reports.