Salesmate vs. Teamleader

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.

It is great for making proposals, sending invoices and for keeping time. It is also a great CRM tool. I love the business card scanner in the app.

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.

• Comply clients data
• Invoices
• Track and measure time for projects

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.

• Synching contacts between iPhone and Teamleader could be easier.
• Integration with Aweber would be great.

Incentivized

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.

Besides having some tools to improve, it's a simple yet useful tool to organize data in order to improve patients quality and internal development.

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.

Very effective team. If ANYTHING occurs their assistance is pretty much immediate. They take longer by email but it works everytime.

Incentivized

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

Act-On I used for a client. It is more a marketing automation tool than a CRM solution and it is also more suited for bigger organizations.

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.

• Positive: invoices are easy to pay thanks to the direct link, invoices are mostly paid timely
• Positive: it is easy to monitor deals and proposals. When followed up timely, more opportunities become deals.

Incentivized