What users are saying about
<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
25 Ratings
2 Ratings

Salesmate

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
25 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 9.3 out of 100
2 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 7.8 out of 100

Likelihood to Recommend

Salesmate

I'm not sure exactly where is would be less or even not appropriate, however, it is appropriate and helpful for us, because with tax clients and the sudden uptick in our communication, things can get messy real fast. Especially with us working from home and communication isn't as simple as yelling across a hallway. We need to be 100% up to date on communication or we risk re-calling people, or even missing calls or requests. Salesmate keeps everything in one convenient location, so I can see a client's birthday, spouse, vitals, AND when we last contacted them on one screen. So nice.
Anonymous | TrustRadius Reviewer

Teamleader

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.
Suzanne Glorie | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Salesmate
9.1
Teamleader
9.0
Customer data management / contact management
Salesmate
9.7
Teamleader
10.0
Workflow management
Salesmate
8.4
Teamleader
Territory management
Salesmate
9.0
Teamleader
Opportunity management
Salesmate
9.7
Teamleader
Integration with email client (e.g., Outlook or Gmail)
Salesmate
9.7
Teamleader
10.0
Contract management
Salesmate
8.4
Teamleader
Quote & order management
Salesmate
8.7
Teamleader
10.0
Interaction tracking
Salesmate
9.7
Teamleader
6.0
Channel / partner relationship management
Salesmate
8.3
Teamleader

Marketing Automation

Salesmate
8.9
Teamleader
Lead management
Salesmate
9.7
Teamleader
Email marketing
Salesmate
8.1
Teamleader

CRM Project Management

Salesmate
8.2
Teamleader
8.0
Task management
Salesmate
8.2
Teamleader
7.0
Reporting
Salesmate
8.2
Teamleader
8.0
Billing and invoicing management
Salesmate
Teamleader
9.0

CRM Reporting & Analytics

Salesmate
8.2
Teamleader
Forecasting
Salesmate
8.3
Teamleader
Pipeline visualization
Salesmate
8.3
Teamleader
Customizable reports
Salesmate
8.2
Teamleader

Customization

Salesmate
8.7
Teamleader
Custom fields
Salesmate
9.5
Teamleader
Custom objects
Salesmate
8.1
Teamleader
Scripting environment
Salesmate
8.4
Teamleader
API for custom integration
Salesmate
8.9
Teamleader

Security

Salesmate
9.7
Teamleader
9.0
Single sign-on capability
Salesmate
9.7
Teamleader
9.0
Role-based user permissions
Salesmate
9.7
Teamleader

Integrations with 3rd-party Software

Salesmate
8.3
Teamleader
Marketing automation
Salesmate
8.3
Teamleader

Platform

Salesmate
9.7
Teamleader
9.0
Mobile access
Salesmate
9.7
Teamleader
9.0

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

Teamleader

  • Make proposals: It is very easy to create, send, monitor and manage proposals. Once a proposal is accepted you create an invoice with one mouseclick.
  • Integrations: It is very easy to integrate Teamleader with all kinds of solutions like Gmail for storing mails in your projects or in a customer record, Google Calendar for synching appointments, and Mailchimp for managing opt-ins for mailings. These are just a few but there are many more integrations that truly make your life easier.
  • Invoicing: Easy to use invoicing solution. When you create projects it is easy to invoice upon set milestones. You can create product lists and subscriptions so recurring invoicing takes just a second.
  • Mobile app: I always have TeamLeader with me on my phone. I can manage my calendar, register my time, find my contacts and check deals and invoices while I am on the road.
Suzanne Glorie | TrustRadius Reviewer

Cons

Salesmate

  • I do wish the desktop pages would update immediately after entering information rather than having to refresh the screen. However, that's only a small inconvenience.
  • I have several Pipelines for different services. I wish the order of those was editable, but it is not.
Sandro Marc-Charles | TrustRadius Reviewer

Teamleader

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

Teamleader

No score
No answers yet
No answers on this topic

Usability

Salesmate

Salesmate 8.8
Based on 20 answers
The product is extremely well thought out. Most CRMs are too cluttered. They have an exhaustive feature set, which comes at a cost of not being able to do the basics well. From my perspective, Salesmate has focused on mastering the basics (database management, email tracking, task management, etc.), and only then has implemented more technical features on top. The design is also simple, but beautiful, which makes the product a joy to use.
Anonymous | TrustRadius Reviewer

Teamleader

No score
No answers yet
No answers on this topic

Support Rating

Salesmate

Salesmate 8.8
Based on 20 answers
They are amazing. They usually answer within five minutes. They have an extremely available and competent second level support. They are really open minded - They allowed me to use a functionnality from the superior plan for free for a few days! Could not be happier with a customer support.
Joachim Mérillat | TrustRadius Reviewer

Teamleader

No score
No answers yet
No answers on this topic

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

Teamleader

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.
Suzanne Glorie | TrustRadius Reviewer

Return on Investment

Salesmate

  • Making the switch to Salesmate has saved us a fair amount from our prior service where we had to pay for all the additional features we wanted, whereas Salesmate includes it right out the gate.
  • By utilizing this tool we're able to stay on top of the sales cycle and overall lead flow which directly impacts our bottom line.
  • In terms of ROI if you work the system and utilize the tool as it should then you will make sales.
Matthew Gehrman | TrustRadius Reviewer

Teamleader

  • 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.
Suzanne Glorie | TrustRadius Reviewer

Screenshots

Pricing Details

Salesmate

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
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

Teamleader

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Required
$29.00*

* 2 users/month

Teamleader Editions & Modules

Edition
Projects$59.001
Project Management$59.001
Support tickets$59.001
  1. 2 users/month
Additional Pricing Details
extra user is + $12.00/user/month

Rating Summary

Likelihood to Recommend

Salesmate
9.5
Teamleader
10.0

Likelihood to Renew

Salesmate
10.0
Teamleader

Usability

Salesmate
8.8
Teamleader

Support Rating

Salesmate
8.8
Teamleader

Add comparison