CiraSync vs. Salesmate

CiraSync is well suited to syncing company contacts into the Outlook user's mailbox. This could allow for calling with an IP phone, or from a cell phone. It's also well suited to syncing Calendars and Notes into the Outlook user's mailbox, where they do not already have permission on the calendar. However, to avoid confusion it is better not to duplicate calendars when the user can see them from Outlook.

Incentivized

Salesmate gives us everything we need as a small business, with a clear interface, and can adapt to any business. If I was being ultra picky, I would perhaps suggest the ability to remove or hide certain modules not applicable to our niche, e.g., we are a B2C business, so the company module is not really useable for us, but this is not a negative by any means.

• Share important information with your staff consistently, easily and quickly. Regardless of their geographic location.
• Friendly, easy to use user interface that makes managing complex rules of which information you want sent to subsets of people very easy to manage.
• A very responsive support team. They get back to you quickly and you typically have a solution or answer in one iteration.

Incentivized

• 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.

• I'd like to see a few different options regarding licensing option.

Incentivized

• The search feature can be buggy and does not allow for highlighted text to be typed on. You must clear the box or hit backspace before typing. The only app in my life that does this.
• The dashboard button is pointless if it still makes you choose between legacy or classic.

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

Incentivized

It's so easy, and the support is top notch and I love Salesmate. Seriously the best CRM on the market right now, which I was able to customize exactly the way I needed to, with their support with me every step of the way. I will be working with SalesMate for a long time if not forever.

The documentation isn't the most robust. Most support sites are very detailed and easily searchable.

Incentivized

The support team at Salesmate is top-notch. They provide live chat support within the platform and answer typically in under a minute. They are always incredibly quick to respond to questions and provide insightful information. Getting started on the platform is easy as you always have support nearby.

No - All very straightforward and simple.

We tried 4Team Sync2 Cloud and also itrezzo. While we were not able to justify installing a server, installing a cloud app from the Microsoft store was easy and fit our business needs.

Incentivized

Very similar in overall layout and user experience...but the features blow these others out of the water. Where alternative solutions had features either lacking or as an upgrade (ie having to spend an extra $10-$30/month/user) Salesmate has these features out-of-the-box

• It is difficult to capture specific dollar based ROI in this circumstance. Anecdotally, when it is 3 a.m. and I get an urgent call about an emergent issue at a remote location -- at my fingertips and the fingertips of everyone I work with are the names and phones numbers of our important contacts, site codes that we need to relay to emergency services, and other important information. I don't waste time searching for a piece of paper. I don't worry whether the next person I'm calling has a different site code or phone number. The data is readily available and consistent with all employees.

Incentivized

• It saved me so much time following up with leads. I move them to the next stage, and Salesmate does the rest.
• It does a whole load of outreach for me. It's seamless.
• I get a lot more responses from people in my pipeline - especially using SMS to follow up.