17hats vs Salesmate

It's great if you want to set up all of your client management so that you don't have to keep manually going through every step. It's so nice for me and my clients to have all of their forms streamlined and automated.

Salesmate is an excellent choice for small and medium businesses looking for an incredibly powerful CRM platform. The only use case where it may not be best suited is for larger companies or enterprise applications. For those unique cases that need robust custom-built solutions, Salesforce may be a better fit. However, for most companies, this platform features incredible capabilities.

Very happy with the customer service and the overall functionality of the program. With new features always being launched and discussed I'm looking fwd to growing with them

It's been really great to use with my clients, but I cannot speak to setting it up as my VA handled all of that for me. I anticipate using it for a long time.

Really solid UX both for sales representatives, and management. Very intuitive and easy to get used to. Our sales reps have had a bit of a learning curve with this, but that's also due to the level of customization we implemented specific to our business. Once trained, the system will allow you to track pretty much anything natively...from calls, to times on calls, appointments, agreements...you name it, it can be tracked if setup correctly. As the implementor of the software, the support team have been invaluable in their assistance and are never too far away

It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.

This is where Salesmate, in my opinion, is most lacking. With other CRMs, I have been able to chat directly to the tech team, but with Salesmate it appears you have to go through customer service first, which honestly doesn't cut it. In fairness, Salesmate's online guides are very helpful and are usually sufficient to help you get the simple things done. However, as soon as you have a question of any complexity, getting customer service to understand the issue and help out has been like pulling teeth. I have experienced this half a dozen times. One example of this was when trying to migrate from our previous CRM. I had an issue migrating custom fields and notes from our old CRM. Only by the third support agent was I advised that what I was trying to do was not possible. Even then, the solution provided was initially incorrect, and even when I found the solution, it effectively meant me having to import our database 10 times (as each import could only take 1 note at a time). In the end, I had to manually import our database around 30 times before getting it right, costing our company many hours of lost time. We have now saved far more time than this using Salesmate, but that was one frustrating day!Overall I would advise using Salesmate only if you have a fairly simple CRM use case, or you are technologically capable to ride through the issues when trying to do something complex.