What users are saying about
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Top Rated
40 Ratings
52 Ratings

Salesmate

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Top Rated
40 Ratings
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Score 9.3 out of 100
52 Ratings
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Score 8.2 out of 100

Likelihood to Recommend

Salesmate

Any small sales organization, it's ideal. Best on market, without a doubt (I've tried them all so I should know). It's pretty seamless when it comes to managing and chasing your database. Can't express how hard this is to get right, and Salesmate has!
Anonymous | TrustRadius Reviewer

SalesOutlook

We were using [SalesOutlook CRM] for a seamless experience when it comes to managing clients and their databases in a uniform way.I personally think this tool is a bit hard to learn & is most recommended to someone with prior experience with using Microsoft products.
Ejaz Hussain | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Salesmate
9.3
SalesOutlook
8.9
Customer data management / contact management
Salesmate
9.4
SalesOutlook
9.7
Workflow management
Salesmate
9.4
SalesOutlook
9.5
Territory management
Salesmate
9.0
SalesOutlook
9.0
Opportunity management
Salesmate
9.5
SalesOutlook
8.0
Integration with email client (e.g., Outlook or Gmail)
Salesmate
9.3
SalesOutlook
9.7
Contract management
Salesmate
9.5
SalesOutlook
9.0
Quote & order management
Salesmate
9.3
SalesOutlook
9.0
Interaction tracking
Salesmate
9.4
SalesOutlook
7.3
Channel / partner relationship management
Salesmate
9.2
SalesOutlook
8.7

Customer Service & Support

Salesmate
9.4
SalesOutlook
7.2
Case management
Salesmate
9.4
SalesOutlook
7.5
Call center management
Salesmate
9.4
SalesOutlook
5.5
Help desk management
Salesmate
SalesOutlook
8.5

Marketing Automation

Salesmate
9.3
SalesOutlook
7.0
Lead management
Salesmate
9.4
SalesOutlook
7.0
Email marketing
Salesmate
9.3
SalesOutlook
7.0

CRM Project Management

Salesmate
9.3
SalesOutlook
7.6
Task management
Salesmate
9.4
SalesOutlook
8.3
Reporting
Salesmate
9.2
SalesOutlook
7.5
Billing and invoicing management
Salesmate
SalesOutlook
7.0

CRM Reporting & Analytics

Salesmate
9.2
SalesOutlook
7.9
Forecasting
Salesmate
9.1
SalesOutlook
8.0
Pipeline visualization
Salesmate
9.1
SalesOutlook
8.5
Customizable reports
Salesmate
9.3
SalesOutlook
7.3

Customization

Salesmate
9.5
SalesOutlook
7.3
Custom fields
Salesmate
9.4
SalesOutlook
8.0
Custom objects
Salesmate
9.5
SalesOutlook
6.0
Scripting environment
Salesmate
9.5
SalesOutlook
7.0
API for custom integration
Salesmate
9.5
SalesOutlook
8.0

Security

Salesmate
9.5
SalesOutlook
8.0
Single sign-on capability
Salesmate
9.5
SalesOutlook
8.0
Role-based user permissions
Salesmate
9.6
SalesOutlook
8.0

Integrations with 3rd-party Software

Salesmate
9.1
SalesOutlook
7.5
Marketing automation
Salesmate
9.1
SalesOutlook
8.5
Compensation management
Salesmate
SalesOutlook
6.5

Platform

Salesmate
9.4
SalesOutlook
7.0
Mobile access
Salesmate
9.4
SalesOutlook
7.0

Social CRM

Salesmate
SalesOutlook
8.2
Social data
Salesmate
SalesOutlook
8.0
Social engagement
Salesmate
SalesOutlook
8.3

Pros

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

SalesOutlook

  • sales analysis
  • Product movement analysis
  • Tertiary sales
  • Documentation & Contract
  • Sales & Marketing review
  • Category performance
Jai Soni | TrustRadius Reviewer

Cons

Salesmate

  • 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.
Anonymous | TrustRadius Reviewer

SalesOutlook

  • Sometimes it doesn't load properly
  • Would like some of the buttons to be a bit more user-friendly
Anonymous | TrustRadius Reviewer

Likelihood to Renew

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

SalesOutlook

No score
No answers yet
No answers on this topic

Usability

Salesmate

Salesmate 9.6
Based on 33 answers
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
Michael Eastwood | TrustRadius Reviewer

SalesOutlook

SalesOutlook 9.0
Based on 3 answers
Provides a more efficent and organizaed approach to my workload. Easy to implement and utilize
Jeffrey Serra, MBA | TrustRadius Reviewer

Support Rating

Salesmate

Salesmate 9.7
Based on 33 answers
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.
Anonymous | TrustRadius Reviewer

SalesOutlook

SalesOutlook 9.3
Based on 3 answers
Support provided by the team was very prompt at the time of inducting the tool, the overall experience was very good.
Ejaz Hussain | TrustRadius Reviewer

Alternatives Considered

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

SalesOutlook

it is very user-friendly and having very good compatibility with other software. Moreover the aftersales training and support is best amongst in the industry.
Jai Soni | TrustRadius Reviewer

Return on Investment

Salesmate

  • 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.
Anonymous | TrustRadius Reviewer

SalesOutlook

  • Easier to track case details
  • Speeds up the process of getting cases through all the steps
  • Sometimes there are glitches and takes time out of business to reload etc.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

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

SalesOutlook

General

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

SalesOutlook Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Salesmate
9.3
SalesOutlook
9.0

Likelihood to Renew

Salesmate
10.0
SalesOutlook

Usability

Salesmate
9.6
SalesOutlook
9.0

Support Rating

Salesmate
9.7
SalesOutlook
9.3

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