What users are saying about
32 Ratings
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Top Rated
26 Ratings
32 Ratings
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Score 7.9 out of 100

Salesmate

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Top Rated
26 Ratings
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Score 9.3 out of 100

Likelihood to Recommend

Autopilot

Autopilot has a friendly and bright appeal offering a code-free automation experience that makes it easy to build complex automated workflows. Anyone can start creating workflows using the drag-and-drop builder even without technical knowledge. Teams utilize the notes and graphics feature to collaborate on automation workflows providing a much easier way to understand workflows created by someone else.
Michael Rastall, MBA | TrustRadius Reviewer

Salesmate

I'm not sure exactly where is would be less or even not appropriate, however, it is appropriate and helpful for us, because with tax clients and the sudden uptick in our communication, things can get messy real fast. Especially with us working from home and communication isn't as simple as yelling across a hallway. We need to be 100% up to date on communication or we risk re-calling people, or even missing calls or requests. Salesmate keeps everything in one convenient location, so I can see a client's birthday, spouse, vitals, AND when we last contacted them on one screen. So nice.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Email & Online Marketing

Autopilot
6.9
Salesmate
WYSIWYG email editor
Autopilot
6.6
Salesmate
Dynamic content
Autopilot
7.0
Salesmate
Ability to test dynamic content
Autopilot
6.7
Salesmate
A/B testing
Autopilot
7.0
Salesmate
Mobile optimization
Autopilot
7.2
Salesmate
Email deliverability reporting
Autopilot
6.6
Salesmate
List management
Autopilot
7.2
Salesmate
Triggered drip sequences
Autopilot
7.2
Salesmate

Lead Management

Autopilot
6.8
Salesmate
Lead nurturing
Autopilot
7.4
Salesmate
Data quality management
Autopilot
6.6
Salesmate
Automated sales alerts and tasks
Autopilot
6.6
Salesmate

Campaign Management

Autopilot
7.3
Salesmate
Event/webinar marketing
Autopilot
7.3
Salesmate

Social Media Marketing

Autopilot
7.3
Salesmate
Social profile integration
Autopilot
7.3
Salesmate

Reporting & Analytics

Autopilot
6.8
Salesmate
Dashboards
Autopilot
6.9
Salesmate
Standard reports
Autopilot
6.8
Salesmate

Platform & Infrastructure

Autopilot
6.5
Salesmate
API
Autopilot
6.4
Salesmate
Customizability
Autopilot
6.7
Salesmate
Integration with Salesforce.com
Autopilot
6.5
Salesmate

Sales Force Automation

Autopilot
Salesmate
9.1
Customer data management / contact management
Autopilot
Salesmate
9.7
Workflow management
Autopilot
Salesmate
8.4
Territory management
Autopilot
Salesmate
9.0
Opportunity management
Autopilot
Salesmate
9.7
Integration with email client (e.g., Outlook or Gmail)
Autopilot
Salesmate
9.7
Contract management
Autopilot
Salesmate
8.4
Quote & order management
Autopilot
Salesmate
8.7
Interaction tracking
Autopilot
Salesmate
9.7
Channel / partner relationship management
Autopilot
Salesmate
8.3

Marketing Automation

Autopilot
Salesmate
8.9
Lead management
Autopilot
Salesmate
9.7
Email marketing
Autopilot
Salesmate
8.2

CRM Project Management

Autopilot
Salesmate
8.2
Task management
Autopilot
Salesmate
8.2
Reporting
Autopilot
Salesmate
8.2

CRM Reporting & Analytics

Autopilot
Salesmate
8.2
Forecasting
Autopilot
Salesmate
8.3
Pipeline visualization
Autopilot
Salesmate
8.3
Customizable reports
Autopilot
Salesmate
8.2

Customization

Autopilot
Salesmate
8.7
Custom fields
Autopilot
Salesmate
9.4
Custom objects
Autopilot
Salesmate
8.1
Scripting environment
Autopilot
Salesmate
8.4
API for custom integration
Autopilot
Salesmate
8.9

Security

Autopilot
Salesmate
9.7
Single sign-on capability
Autopilot
Salesmate
9.7
Role-based user permissions
Autopilot
Salesmate
9.7

Integrations with 3rd-party Software

Autopilot
Salesmate
8.1
Marketing automation
Autopilot
Salesmate
8.1

Platform

Autopilot
Salesmate
9.7
Mobile access
Autopilot
Salesmate
9.7

Pros

Autopilot

  • Very easy to use automation builder with many great options and integrations. Lets us tailor incredibly precise campaigns through use of Autopilot's own features, plus its tight integrations with data from sources like Segment.
  • Easy and powerful email editing and creation built-in. No need for email template coding.
  • Autopilot allows marketers to have full control and implement new web forms to capture leads quickly with its automatic form detection. No need to save custom form data to our own backend saves our development team time.
Bryan McAnulty | TrustRadius Reviewer

Salesmate

  • For each client, it tracks emails, text messages, activities, files, calendar events, phone calls, to-do items.
  • Customization is quite good -- you add fields you need. Like was discovery received, full payment, partial payment, etc. You can later run reports.
  • Integration with other apps is good; I use QuickBooks and DocuSign.
  • Customer service is very good.
Mark Kershek | TrustRadius Reviewer

Cons

Autopilot

  • Limited Design Customization: If you're an experienced marketer and are used to the unlimited customization capabilities of larger platforms (or coding your own templates), you might find Autopilot's options to be limiting. It's great for a beginner user who shouldn't be encumbered with those options, but I could see if being frustrating for others.
Emily Muhoberac | TrustRadius Reviewer

Salesmate

  • I do wish the desktop pages would update immediately after entering information rather than having to refresh the screen. However, that's only a small inconvenience.
  • I have several Pipelines for different services. I wish the order of those was editable, but it is not.
Sandro Marc-Charles | TrustRadius Reviewer

Likelihood to Renew

Autopilot

No score
No answers yet
No answers on this topic

Salesmate

Salesmate 10.0
Based on 1 answer
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
Matthew Gehrman | TrustRadius Reviewer

Usability

Autopilot

No score
No answers yet
No answers on this topic

Salesmate

Salesmate 8.8
Based on 21 answers
The product is extremely well thought out. Most CRMs are too cluttered. They have an exhaustive feature set, which comes at a cost of not being able to do the basics well. From my perspective, Salesmate has focused on mastering the basics (database management, email tracking, task management, etc.), and only then has implemented more technical features on top. The design is also simple, but beautiful, which makes the product a joy to use.
Anonymous | TrustRadius Reviewer

Support Rating

Autopilot

No score
No answers yet
No answers on this topic

Salesmate

Salesmate 8.7
Based on 21 answers
They are amazing. They usually answer within five minutes. They have an extremely available and competent second level support. They are really open minded - They allowed me to use a functionnality from the superior plan for free for a few days! Could not be happier with a customer support.
Joachim Mérillat | TrustRadius Reviewer

Alternatives Considered

Autopilot

How would I say this, for me Autopilot is a whole other tool then the other MA tools I use. Most other MA tools focus on a lot of options and things you can do with it. But Autopilot seems to mainly focus on the visual builder to make automations, and they do that really well!The other tools are also great but more a "complete package solution" with a lot of options. And that can be overwhelming. So if you want a great easy-to-use workflow/automation builder and less of all the other options Autopilot is a great start.
Anonymous | TrustRadius Reviewer

Salesmate

Every call, chat and email creates a support ticket which is usually 24-48 hours for a response. I accomplished more with Salesmate support than I did with a month of the entire Fresh Works Suite. Also - all components are separate with Freshworks i.e. contacts to not sync between fresh caller, fresh desk, fresh sales and fresh everything. I could go on and on, but I have also tried Salesforce, Pipedrive, Zoho and many others.
Sales.mate is the BEST, I love them! Seriously.
Alexander Ceranek | TrustRadius Reviewer

Return on Investment

Autopilot

  • Not sure. I cannot put a $ on it for ROI as I was the administrator and not part of the team that procured it. Time-wise I would say I spent less time using it than I previously had used in CloudPortal Services Manager.
Anonymous | TrustRadius Reviewer

Salesmate

  • Making the switch to Salesmate has saved us a fair amount from our prior service where we had to pay for all the additional features we wanted, whereas Salesmate includes it right out the gate.
  • By utilizing this tool we're able to stay on top of the sales cycle and overall lead flow which directly impacts our bottom line.
  • In terms of ROI if you work the system and utilize the tool as it should then you will make sales.
Matthew Gehrman | TrustRadius Reviewer

Screenshots

Pricing Details

Autopilot

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Autopilot Editions & Modules

Edition
Silver$491
Gold$1491
Platinum$2491
CustomRequest by quote
  1. per month
Additional Pricing Details
Autopilot offers two pricing plans based on the number of contacts in your marketing database. Both plans include unlimited emails with no hidden fees or setup charges. Pay monthly or annually for a 20% discount.

Salesmate

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Salesmate Editions & Modules

Edition
Starter$151
Growth$301
Boost$501
  1. per user monthly (20% off for annual subscriptions)
Additional Pricing Details
We offer built-in calling: Starting at $1.10 per month for your phone line & pay as you go credits

Rating Summary

Likelihood to Recommend

Autopilot
7.0
Salesmate
9.5

Likelihood to Renew

Autopilot
Salesmate
10.0

Usability

Autopilot
Salesmate
8.8

Support Rating

Autopilot
Salesmate
8.7

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