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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Salesmate

    Score10 out of 10
    Mid-Size Companies (51-1,000 employees)
    Salesmate is a single platform that helps create personalized experiences across marketing, sales, and service touchpoints across all channels – email, text, chat, web, calls, and eCommerce. It is designed to enable users to generate more leads, close more deals, and build lasting customer relationships. It replaces many disjointed systems to save users time and money. Salesmate offers businesses: …

    $29

    per month per user

    Trello

    Score8.2 out of 10
    N/ATrello from Atlassian is a project management tool based on a Kanban framework. Trello is ideal for task-management in a to-do list format. It supports sharing boards and cards across users or teams. The product offers a free version, and paid versions add greater automation, collaboration, and administrative control.

    $6

    per month per user

    Pricing
    SalesmateTrello
    Editions & Modules
    Basic
    $29
    per month per user
    Pro
    $49
    per month per user
    Business
    $79
    per month per user
    Enterprise
    Custom
    Standard
    $6
    per month per user
    Premium
    $12.50
    per month per user
    Enterprise
    $17.50
    per month per user
    Free
    Forever Free
    Offerings
    Pricing Offerings
    SalesmateTrello
    Free Trial
    YesNo
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeOptionalNo setup fee
    Additional DetailsWe offer built-in calling: Starting at $1.10 per month for your phone line & pay as you go creditsA discount is offered for annual billing and for larger numbers of users.
    More Pricing Information
    Community Pulse
    SalesmateTrello
    Considered Both Products
    Rapidops, Inc.
    No answer on this topic
    Atlassian
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    48 Answers
    97%
    Would buy again
    105 Answers
    Delivers good value for the price
    100%
    Delivers good value for the price
    46 Answers
    99%
    Delivers good value for the price
    95 Answers
    Happy with the feature set
    98%
    Happy with the feature set
    47 Answers
    99%
    Happy with the feature set
    107 Answers
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    44 Answers
    98%
    Lived up to sales and marketing promises
    64 Answers
    Implementation went as expected
    98%
    Implementation went as expected
    43 Answers
    100%
    Implementation went as expected
    84 Answers
    Features
    SalesmateTrello
    Sales Force Automation
    Comparison of Sales Force Automation features of Salesmate and Trello
    Feature
    Salesmate
    9.5
    49 Ratings
    19% above category average
    Trello
    -
    Ratings
    Customer data management / contact management8.648 Ratings00 Ratings
    Workflow management9.548 Ratings00 Ratings
    Territory management9.09 Ratings00 Ratings
    Opportunity management10.044 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)10.048 Ratings00 Ratings
    Contract management10.031 Ratings00 Ratings
    Quote & order management9.029 Ratings00 Ratings
    Interaction tracking9.542 Ratings00 Ratings
    Channel / partner relationship management10.032 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Salesmate and Trello
    Feature
    Salesmate
    9.7
    22 Ratings
    23% above category average
    Trello
    -
    Ratings
    Case management9.520 Ratings00 Ratings
    Call center management10.021 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Salesmate and Trello
    Feature
    Salesmate
    10.0
    47 Ratings
    26% above category average
    Trello
    -
    Ratings
    Lead management10.046 Ratings00 Ratings
    Email marketing10.045 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Salesmate and Trello
    Feature
    Salesmate
    9.7
    44 Ratings
    23% above category average
    Trello
    -
    Ratings
    Task management9.544 Ratings00 Ratings
    Reporting10.040 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Salesmate and Trello
    Feature
    Salesmate
    9.0
    46 Ratings
    16% above category average
    Trello
    -
    Ratings
    Forecasting8.033 Ratings00 Ratings
    Pipeline visualization9.546 Ratings00 Ratings
    Customizable reports9.540 Ratings00 Ratings
    Customization
    Comparison of Customization features of Salesmate and Trello
    Feature
    Salesmate
    9.1
    48 Ratings
    17% above category average
    Trello
    -
    Ratings
    Custom fields9.047 Ratings00 Ratings
    Custom objects9.536 Ratings00 Ratings
    Scripting environment8.624 Ratings00 Ratings
    API for custom integration9.530 Ratings00 Ratings
    Security
    Comparison of Security features of Salesmate and Trello
    Feature
    Salesmate
    9.7
    44 Ratings
    14% above category average
    Trello
    -
    Ratings
    Single sign-on capability9.537 Ratings00 Ratings
    Role-based user permissions10.042 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Salesmate and Trello
    Feature
    Salesmate
    9.0
    38 Ratings
    18% above category average
    Trello
    -
    Ratings
    Marketing automation9.038 Ratings00 Ratings
    Platform
    Comparison of Platform features of Salesmate and Trello
    Feature
    Salesmate
    10.0
    45 Ratings
    27% above category average
    Trello
    -
    Ratings
    Mobile access10.045 Ratings00 Ratings
    Project Management
    Comparison of Project Management features of Salesmate and Trello
    Feature
    Salesmate
    -
    Ratings
    Trello
    8.5
    224 Ratings
    10% above category average
    Task Management00 Ratings9.5224 Ratings
    Resource Management00 Ratings9.3187 Ratings
    Gantt Charts00 Ratings8.075 Ratings
    Scheduling00 Ratings8.9170 Ratings
    Workflow Automation00 Ratings8.0143 Ratings
    Team Collaboration00 Ratings8.9220 Ratings
    Support for Agile Methodology00 Ratings8.9148 Ratings
    Support for Waterfall Methodology00 Ratings7.8116 Ratings
    Document Management00 Ratings8.2160 Ratings
    Email integration00 Ratings7.4147 Ratings
    Mobile Access00 Ratings9.2193 Ratings
    Timesheet Tracking00 Ratings8.889 Ratings
    Change request and Case Management00 Ratings8.6103 Ratings
    Budget and Expense Management00 Ratings7.374 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Salesmate and Trello
    Feature
    Salesmate
    -
    Ratings
    Trello
    6.7
    73 Ratings
    14% below category average
    Quotes/estimates00 Ratings7.350 Ratings
    Invoicing00 Ratings6.843 Ratings
    Project & financial reporting00 Ratings6.859 Ratings
    Integration with accounting software00 Ratings5.745 Ratings
    Best Alternatives
    SalesmateTrello
    Small Businesses
    Salesflare
    Score10 out of 10
    Any.do
    Score8 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    KanbanFlow
    Score7.3 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Microsoft To Do
    Score7.8 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    SalesmateTrello
    Likelihood to Recommend
    10.0
    (49 ratings)
    9.4
    (224 ratings)
    Likelihood to Renew
    9.1
    (2 ratings)
    9.9
    (6 ratings)
    Usability
    10.0
    (48 ratings)
    9.4
    (62 ratings)
    Availability
    -
    (0 ratings)
    10.0
    (1 ratings)
    Performance
    -
    (0 ratings)
    10.0
    (1 ratings)
    Support Rating
    10.0
    (43 ratings)
    9.9
    (81 ratings)
    In-Person Training
    -
    (0 ratings)
    10.0
    (1 ratings)
    Implementation Rating
    9.1
    (1 ratings)
    8.0
    (2 ratings)
    Configurability
    -
    (0 ratings)
    5.0
    (1 ratings)
    Product Scalability
    -
    (0 ratings)
    10.0
    (1 ratings)
    Vendor post-sale
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    SalesmateTrello
    Likelihood to Recommend
    Rapidops, Inc.
    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.
    Read full review
    Atlassian
    For teams or individuals with lots of individual tasks/details to track, Trello is perfect! It basically removes the need for a paper checklist. For those that need an overall project management tool that requires less tasks and more overarching goals, collaboration amongst various teams, and gantt charts I would suggest monday.com
    Incentivized
    Read full review
    Pros
    Rapidops, Inc.
    • 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.
    Read full review
    Atlassian
    • Helps track employees "to do before hire", "to do after hired," and "to do when employee leaves"
    • Provides important information on each employee like personal information along with data collected during the time of hire and during employment time
    • Allows more than one person to be assigned to a task per employee and will remain open until everyone involved has completed their task
    Read full review
    Cons
    Rapidops, Inc.
    • 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.
    Read full review
    Atlassian
    • I use colour coding a lot so I would like a wider range of colour options.
    • Also as a visual thinker I would like to be able to easily add images to cards.
    • I would like to be able to attach a wider range of file formats to cards.
    Incentivized
    Read full review
    Likelihood to Renew
    Rapidops, Inc.
    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
    Read full review
    Atlassian
    I am very likely to renew Trello, because it doesn't cost anything to do so. I am also very likely to use Trello's upgraded features in the future because a lot of my team's data is stored on there and they have already gotten used to the platform. Trello is very easy for new team members to pick up, making the onboarding and usability very streamlined.
    Incentivized
    Read full review
    Usability
    Rapidops, Inc.
    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.
    Read full review
    Atlassian
    Trello is incredibly intuitive, both on desktop and mobile right away. It is also full of helpful features that make it even easier to use, and is flexible enough to suit almost any organizational need. Onboarding for the software is thorough, but concise, and the service is frequently updated with even more QOL improvements.
    Incentivized
    Read full review
    Reliability and Availability
    Rapidops, Inc.
    No answers on this topic
    Atlassian
    yes always support available when I need it!
    Read full review
    Performance
    Rapidops, Inc.
    No answers on this topic
    Atlassian
    Never experienced issues with the above!
    Read full review
    Support Rating
    Rapidops, Inc.
    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.
    Read full review
    Atlassian
    I haven't reached out to their support very often and their support is very limited anyway for the free users. They do have tons of great articles and videos in their Help Center and constantly send emails with updates and add-ons to the product. The fact that I've barely ever had to contact their support team means that they've developed a great product.
    Incentivized
    Read full review
    In-Person Training
    Rapidops, Inc.
    No answers on this topic
    Atlassian
    It was helpful and informative! It was back before the pandemic in 2019 so I'm not sure if they still do it but I really enjoyed the experience
    Read full review
    Implementation Rating
    Rapidops, Inc.
    No - All very straightforward and simple.
    Read full review
    Atlassian
    For our small business, getting a few of us started well on Trello was the key, I think. As long as a couple of us were really comfortable with the interface, we could lead others and help them with any questions. From now on, anyone who works with us just naturally uses Trello for information sharing - it's just part of what we do.
    Incentivized
    Read full review
    Alternatives Considered
    Rapidops, Inc.
    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
    Read full review
    Atlassian
    Trello is more simple and not as "robust" as the other tools, but it's easier to use and manage and understand and ACTUALLY get stuff done with. It's simplicity is part of the beauty of using it. You don't need a million options that nobody uses, you just need to get stuff done.
    Incentivized
    Read full review
    Scalability
    Rapidops, Inc.
    No answers on this topic
    Atlassian
    Feels like anyone across the org (no matter their location) can use the tool easily!
    Read full review
    Professional Services
    Rapidops, Inc.
    No answers on this topic
    Atlassian
    Not sure if we use those
    Read full review
    Return on Investment
    Rapidops, Inc.
    • 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.
    Read full review
    Atlassian
    • Trello keeps me organized, focused, and on track. I could filter the Trello board to only see my issues and understand what I needed to work on and when.
    • Trello helped our team implement an agile structure. It's a very simple kanban method of viewing all of your team's tasks and statuses. You can completely customize the columns to your team's specific workflow and create tags relevant to your work.
    • Trello helps reduce unnecessary communications between teams. When I want to request translations, I simply create a card on the localization Trello board -- no need to directly message anyone on the team, and I can watch the status of the card change from "in progress" to "in review" to "translated," all without having to directly ask for updates.
    Incentivized
    Read full review
    ScreenShots

    Salesmate Screenshots

    Screenshot of Track your deals through a sales pipeline. Close more deals by staying focused and organized.Screenshot of With our mobile applications, your reps can enjoy using Salesmate on the road.Screenshot of Workflow automation can automate touchpoints, outreach, and more. Keep your team focused on what they need to do without having them to complete manual tasks.Screenshot of Understand your sales team's productivity. We have reports that will show your top and lowest performers. This will give management actionable insights to help the team perform better.Screenshot of Built-in calling and texting makes Salesmate a turnkey solution to onboard any new sales rep in your office or remote.