Salesmate vs. Schedulicity

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.

Everyday use is good enough, we don't have an overly complicated product that allows us to complete the tasks given to us and schedule and reschedule the meetings. The ability to allow the user to control the scheduling of meetings and look in the calendar for specific timelines has never been easier. The stress that is on the user is taken away from the user by the tool itself.

Incentivized

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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.

• Your access data is stored in a secure environment.
• Ease of use to make transfers at the entrance and exit.

• 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.

• I would like the ability to search the schedules of all tutors for the next available opening.
• When scheduling a provider off for a day or if the provider is sick, I would like the program to ask me if I need to cancel all appointments for the provider and allow me to give a message to the client why it is being canceled.
• Office closed messages. - If I close the office for a week because of vacation, spring break, etc... I would like Schedulicity to cancel all the appointments on the specified dates and give me the option to send a message to my client's explaining why we are closed. Currently, I need to go into each individual provider and mark the days off and then go into each provider's schedule and cancel each appointment. It takes a long time to do this with 14 employees. It would be easier to indicate the business is closed, cancel all provider's appointments on those days, and then have an option to send a notification to clients indicating why the center is closed.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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 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.

The support team is awesome. The turnaround is quick and if the software cannot support my current need they are really good about giving me a work around.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

No - All very straightforward and simple.

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

This is night and day from the excel spreadsheets we were using to set appts manually. We have seen productivity and scheduling mistakes diminish quickly. Very happy with this product.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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.

• It will allow you to present results to the worker and to the Inspection.
• Allows convenient application approvals.