Salesmate vs. servicePath CPQ+

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.

Very well suited to technology and technology service provider businesses. Very much best in its class for those focused on more than just vendor product resale.

• 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.

• Complex configured products and guided selling.
• Ease of use and setup.
• Simplification of the complex.
• Integrations that enable technology companies to sell effectively.

• 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.

• Seamless e-signature for order processing and records closure.
• Support for evergreen contracts.
• Offer for SME businesses.

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

Quality solution built for our needs.

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.

Very good usability just needs more documentation for new features.

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.

A quality team who know their product and the industry they operate in.

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

ServicePath stood out from the rest due to: a) Product management including cost modeling, through CPQ, and client lifecycle management capability. b) Easy of use and simplification of complex scenarios. c) Easy to use, very capable, no code configured, and guided products.

• 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.

• Positive impact on ROI: previous spreadsheet system was at a dead end.
• Enabled new starters to be more productive early on.
• Opened up the solution to improved commercial client lifecycle management.
• Reduced errors and omissions.