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Overview
B2B Dash helps businesses simplify client acquisition and onboarding by combining lead capture and automated email follow-ups in one place. While new users may need some training to get start using the extensive features, its unified dashboard and easy client management make it a reliable option for growing B2B companies.
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Starting Price
Custom
B2B Dash Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Customer Communication Tracking
What Is B2B Dash?
B2B Dash is a cloud-based platform that helps businesses manage B2B client relationships from lead capture to onboarding. The software brings together tools for scheduling meetings, automating email follow-ups, and tracking sales progress in one dashboard. B2B Dash features simplify the process of turning prospects into clients while keeping all client information organized and accessible. The platform also supports integration with other marketing tools to enhance workflow efficiency, which is why it is used by startups and established companies.
B2B Dash Pricing
The B2B Dash includes the following pricing plans:
- B2B Hub Professional: $79/month
- B2B Dash Foundations: $147/month
- B2B Dash High Growth: $359/month
Disclaimer: The pricing is subject to change.
B2B Dash Integrations
B2B Dash supports integration with multiple platforms and services, such as:
Who Is B2B Dash For?
B2B Dash is designed for a variety of businesses focused on B2B client acquisition and management, including:
- Startups
- Agencies
- Sales teams
- Marketing teams
Is B2B Dash Right For You?
B2B Dash offers a platform that brings together lead capture, email automation, meeting scheduling, and client management in one place. The platform is used by a range of businesses that need to organize their sales and marketing efforts more efficiently. B2B Dash software helps keep track of leads and client progress without requiring multiple tools, which makes it a dependable option for CRM processes.
Still unsure about B2B Dash? Contact our support team at (661) 384-7070 for further guidance.
B2B Dash Features
Lead Capture And Booking
B2B Dash provides customizable lead capture forms that reflect the company branding. These forms collect important details from prospects to help qualify them before meetings. The booking pages allow potential clients to choose available times, making scheduling clear and efficient.
Automated Email Sequences
The platform sends automated email follow-ups to leads based on preset schedules. These emails share relevant information and reminders to keep prospects engaged over time. This helps maintain communication without requiring constant manual effort.
Client Management And Onboarding
Client information is organized in a central dashboard, which allows easy tracking of each lead status. Clients can be grouped into workflows that match their stage in the sales process. This helps teams keep onboarding steps clear and monitor progress smoothly.
Integration With Popular Tools
B2B Dash connects with tools like Mailchimp Software, Microsoft 365 Software, Zapier Software, and WooCommerce. These integrations enable automatic syncing of contacts and data across platforms. This reduces repetitive tasks and supports a more connected workflow.
Strategic Training And Support
The software includes training resources such as funnel mapping and email template guides. These materials assist users in setting up sales and marketing processes suited to their needs. Support sessions offer additional help to ensure effective use of the platform.
Pros And Cons of B2B Dash
Pros
Covers the full client journey with built-in lead capture, CRM, and onboarding tools
Support team is responsive and helpful when technical issues come up
Tagging and search tools make it easier to stay organized
Cons
Customization options may feel limited for advanced users
Managing and viewing customer discounts is confusing due to limited visibility
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Frequently Asked Questions
What language does B2B Dash support?
B2B Dash currently supports the English language.
What types of pricing plans does B2B Dash offer?
B2B Dash price plans include three main options. The B2B Hub Professional plan is priced at $79/month, B2B Dash Foundations plan is priced at $147/month, and B2B Dash High Growth, is available at $359/month. You can also request a personalized B2B Dash cost tailored to your specific business requirements and budget.
Does B2B Dash offer an API?
Yes, B2B Dash offers an API.
Who are the typical users of B2B Dash?
The platform is typically used by sales teams, marketing teams, client success teams, startups, and agencies.
Does B2B Dash have a mobile app?
No, B2B Dash does not offer a mobile app.
What level of support does B2B Dash offer?
B2B Dash provides support through email and phone.
What other apps does B2B Dash integrate with?
B2B Dash supports integration with multiple platforms including WooCommerce, Mailchimp, Microsoft 365, and Xero.