What users are saying about
2 Ratings
21 Ratings
2 Ratings
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Score 7.2 out of 100
21 Ratings
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Score 7.5 out of 100

Likelihood to Recommend

Salesmate

Salesmate is an excellent pipeline tool and I've been very happy with making the switch from Pipedrive. The reporting tool is excellent when reviewing conversions, total sales, and average turn times per stage. I'm especially happy with the ability to download custom reports however I would like to also have the ability to do so with the pre-defined reporting.
Matthew Gehrman | TrustRadius Reviewer

Workamajig

I think this holds true to almost any CRM, but if you want to truly utilize it you sort of need to go all in. This can become tough with WMJ because it doesn't offer some critical options that many other CRMs do, like the ability to create and send emails, e-newsletters, to throttle and invite outside clients to look at projects, etc. As such we're pairing Workamajig with Hubspot (and slowly phasing out Mailchimp) and trying to keep the data clean and flowing between them all is pretty tough. I'm also not aware of any API bridge from Wordpress to Workamajig so while I can program and feed my leads from my site into the other spaces, Workamajig remains a manual entry for any insertions you want, even if simply as a CSV import.
But - if you're not worried about that and simply want to manage projects, budget time, and scope things, it's a robust system allowing you to do so.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Salesmate
9.8
Workamajig
Customer data management / contact management
Salesmate
9.0
Workamajig
Workflow management
Salesmate
10.0
Workamajig
Opportunity management
Salesmate
10.0
Workamajig
Integration with email client (e.g., Outlook or Gmail)
Salesmate
10.0
Workamajig
Interaction tracking
Salesmate
10.0
Workamajig

Marketing Automation

Salesmate
8.0
Workamajig
Lead management
Salesmate
8.0
Workamajig

CRM Project Management

Salesmate
10.0
Workamajig
Task management
Salesmate
10.0
Workamajig
Reporting
Salesmate
10.0
Workamajig

CRM Reporting & Analytics

Salesmate
9.0
Workamajig
Pipeline visualization
Salesmate
8.0
Workamajig
Customizable reports
Salesmate
10.0
Workamajig

Customization

Salesmate
9.5
Workamajig
Custom fields
Salesmate
10.0
Workamajig
API for custom integration
Salesmate
9.0
Workamajig

Security

Salesmate
10.0
Workamajig
Single sign-on capability
Salesmate
10.0
Workamajig
Role-based user permissions
Salesmate
10.0
Workamajig

Integrations with 3rd-party Software

Salesmate
9.0
Workamajig
Marketing automation
Salesmate
9.0
Workamajig

Platform

Salesmate
9.0
Workamajig
Mobile access
Salesmate
9.0
Workamajig

Project Management

Salesmate
Workamajig
7.7
Task Management
Salesmate
Workamajig
8.8
Resource Management
Salesmate
Workamajig
8.5
Gantt Charts
Salesmate
Workamajig
7.0
Scheduling
Salesmate
Workamajig
8.7
Workflow Automation
Salesmate
Workamajig
8.2
Team Collaboration
Salesmate
Workamajig
8.1
Support for Agile Methodology
Salesmate
Workamajig
6.0
Support for Waterfall Methodology
Salesmate
Workamajig
7.7
Document Management
Salesmate
Workamajig
7.3
Email integration
Salesmate
Workamajig
6.8
Mobile Access
Salesmate
Workamajig
6.4
Timesheet Tracking
Salesmate
Workamajig
8.9
Change request and Case Management
Salesmate
Workamajig
7.7
Budget and Expense Management
Salesmate
Workamajig
8.3

Professional Services Automation

Salesmate
Workamajig
7.1
Quotes/estimates
Salesmate
Workamajig
7.3
Invoicing
Salesmate
Workamajig
7.7
Project & financial reporting
Salesmate
Workamajig
8.5
Integration with accounting software
Salesmate
Workamajig
5.0

Pros

Salesmate

  • Pipeline customization including custom fields
  • Two way email integration & click to call feature
  • Incredible customer service
  • Always looking to improve the product
  • Excellent price per user in comparison to some of the other tools available and other tools we've leveraged in the past.
Matthew Gehrman | TrustRadius Reviewer

Workamajig

  • WMJ is a full-stack solution, so you can track the life of a project from beginning to end, and all of the financials associated with it.
  • Time entry is easy.
  • Project management is robust and yields a tremendous amount of information.
  • WMJ has a "sheets"-based interface, which makes navigating thru modules easier.
  • There is more than one way to complete any particular task.
Scott Millen | TrustRadius Reviewer

Cons

Salesmate

  • The ability to switch between deals directly from within the deal itself
  • Load time could be improved however we have at any given time 180 + leads in the pipe
  • Ability to separate user rights per pipeline, i.e. having two separate team pipelines and each team can only see their leads.
Matthew Gehrman | TrustRadius Reviewer

Workamajig

  • Auto-schedule population - The most inconvenient thing about using JIG was that the dates wouldn't auto-populate. Example: I move the review date but the rest of the dates stay the same. Depending on each project level, if one date is adjusted the rest should update as well. That way we aren't spending a lot of time moving dates around manually.
  • Notifications - JIG should have desktop notifications so we can see when tasks are on us even when we aren't in JIG.
Anonymous | 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

Workamajig

No score
No answers yet
No answers on this topic

Alternatives Considered

Salesmate

Salesmate has a lot of similar features and functionality but where I feel they differ the most is the customer service, new feature integration, and a team that actually wants to develop the perfect pipeline management tool. Not only are they more competitive on the overpricing structure but I'm confident we'll be able to continue scaling with Salesmate as we grow the team
Matthew Gehrman | TrustRadius Reviewer

Workamajig

Customization and Project Request submission were two of the biggest draws that our organization valued back when our contract with Workamajig started. Those two features were deemed more important than some of its inadequacies. However, the project management products have come a very long way in the past five years, so we felt it necessary to move on. We had to modify our department's process of handling project requests and submissions, but the features gained, such as cumulative reporting, mobile access and asset management, have paid dividends.
Anonymous | 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

Workamajig

  • Workamajig allows for a more flexible, productive workflow, especially for people working remotely.
  • Team members on a project are more aware of budgeted hours and timelines because of the various alerts.
  • Workamajig is such a timesaver because it's such an easy quick reference on current or past projects.
Annie Koelker | TrustRadius Reviewer

Pricing Details

Salesmate

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
Optional

Workamajig

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

Salesmate
10.0
Workamajig
8.4

Likelihood to Renew

Salesmate
10.0
Workamajig

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