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
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.
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 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.
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.
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.
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