What users are saying about
Top Rated
41 Ratings
47 Ratings
Top Rated
41 Ratings
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Score 9.4 out of 100
47 Ratings
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Score 7 out of 100

Feature Set Ratings

  • Salesmate ranks higher in 8 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, CRM Project Management, CRM Reporting & Analytics, Customization, Security, Platform

Sales Force Automation

9.2

Salesmate

92%
7.9

WORKetc

79%
Salesmate ranks higher in 9/9 features

Customer data management / contact management

9.5
95%
36 Ratings
8.6
86%
13 Ratings

Workflow management

9.2
92%
36 Ratings
8.3
83%
12 Ratings

Territory management

9.0
90%
9 Ratings
N/A
0 Ratings

Opportunity management

9.5
95%
32 Ratings
7.8
78%
10 Ratings

Integration with email client (e.g., Outlook or Gmail)

9.4
94%
37 Ratings
7.9
79%
13 Ratings

Contract management

9.6
96%
21 Ratings
7.3
73%
1 Rating

Quote & order management

8.5
85%
19 Ratings
8.1
81%
8 Ratings

Interaction tracking

9.3
93%
31 Ratings
7.8
78%
2 Ratings

Channel / partner relationship management

9.1
91%
22 Ratings
7.3
73%
1 Rating

Customer Service & Support

9.5

Salesmate

95%
8.3

WORKetc

83%
Salesmate ranks higher in 2/3 features

Case management

9.5
95%
11 Ratings
9.0
90%
11 Ratings

Call center management

9.6
96%
11 Ratings
7.3
73%
1 Rating

Help desk management

N/A
0 Ratings
8.5
85%
12 Ratings

Marketing Automation

9.3

Salesmate

93%
7.4

WORKetc

74%
Salesmate ranks higher in 2/2 features

Lead management

9.1
91%
35 Ratings
7.7
77%
10 Ratings

Email marketing

9.4
94%
34 Ratings
7.1
71%
9 Ratings

CRM Project Management

9.4

Salesmate

94%
8.1

WORKetc

81%
Salesmate ranks higher in 2/3 features

Task management

9.5
95%
34 Ratings
8.7
87%
13 Ratings

Reporting

9.3
93%
30 Ratings
7.9
79%
12 Ratings

Billing and invoicing management

N/A
0 Ratings
7.8
78%
10 Ratings

CRM Reporting & Analytics

9.2

Salesmate

92%
7.3

WORKetc

73%
Salesmate ranks higher in 3/3 features

Forecasting

9.1
91%
24 Ratings
N/A
0 Ratings

Pipeline visualization

9.2
92%
35 Ratings
7.5
75%
9 Ratings

Customizable reports

9.4
94%
29 Ratings
7.2
72%
11 Ratings

Customization

9.5

Salesmate

95%
8.0

WORKetc

80%
Salesmate ranks higher in 4/4 features

Custom fields

9.6
96%
36 Ratings
8.4
84%
13 Ratings

Custom objects

9.6
96%
25 Ratings
8.2
82%
2 Ratings

Scripting environment

9.4
94%
15 Ratings
N/A
0 Ratings

API for custom integration

9.4
94%
21 Ratings
7.3
73%
10 Ratings

Security

9.5

Salesmate

95%
8.9

WORKetc

89%
Salesmate ranks higher in 2/2 features

Single sign-on capability

9.5
95%
27 Ratings
9.1
91%
1 Rating

Role-based user permissions

9.6
96%
31 Ratings
8.8
88%
11 Ratings

Integrations with 3rd-party Software

8.8

Salesmate

88%

WORKetc

Feature Set Not Supported
N/A
Salesmate ranks higher in 1/1 features

Marketing automation

8.8
88%
29 Ratings
N/A
0 Ratings

Platform

9.5

Salesmate

95%
7.5

WORKetc

75%
Salesmate ranks higher in 1/1 features

Mobile access

9.5
95%
34 Ratings
7.5
75%
13 Ratings

Social CRM

Salesmate

Feature Set Not Supported
N/A
7.3

WORKetc

73%
WORK[etc] ranks higher in 1/1 features

Social data

N/A
0 Ratings
7.3
73%
1 Rating

Attribute Ratings

  • Salesmate is rated higher in 4 areas: Likelihood to Recommend, Likelihood to Renew, Usability, Support Rating
  • Salesmate and WORK[etc] are tied in 1 area: Implementation Rating

Likelihood to Recommend

9.4

Salesmate

94%
37 Ratings
7.8

WORKetc

78%
40 Ratings

Likelihood to Renew

9.1

Salesmate

91%
2 Ratings
8.2

WORKetc

82%
30 Ratings

Usability

9.6

Salesmate

96%
36 Ratings
8.2

WORKetc

82%
5 Ratings

Availability

Salesmate

N/A
0 Ratings
9.1

WORKetc

91%
6 Ratings

Performance

Salesmate

N/A
0 Ratings
8.2

WORKetc

82%
8 Ratings

Support Rating

9.7

Salesmate

97%
36 Ratings
8.2

WORKetc

82%
10 Ratings

Online Training

Salesmate

N/A
0 Ratings
8.2

WORKetc

82%
2 Ratings

Implementation Rating

9.1

Salesmate

91%
1 Rating
9.1

WORKetc

91%
4 Ratings

Configurability

Salesmate

N/A
0 Ratings
9.1

WORKetc

91%
1 Rating

Ease of integration

Salesmate

N/A
0 Ratings
4.5

WORKetc

45%
1 Rating

Product Scalability

Salesmate

N/A
0 Ratings
8.2

WORKetc

82%
2 Ratings

Vendor post-sale

Salesmate

N/A
0 Ratings
8.2

WORKetc

82%
1 Rating

Vendor pre-sale

Salesmate

N/A
0 Ratings
8.2

WORKetc

82%
1 Rating

Likelihood to Recommend

RapidOps, Inc.

Salesmate does really well with phone communication, texting communication, and creating automated email events based on a specific scenario such as a No-Show. On top of this, the app works better than any other CRM apple app that I have seen. The calling / text/ emails all work fluently inside of there.
Read full review

WORKetc

If you are looking for a way to organize customer data and projects across regions, then WORK[etc] will get the job done. For our company, the country is divided into 3 regions and each region has a team of workers in charge of providing ongoing support services to that region. WORK[etc] has organized our company exponentially and given us a solid database to pull from to ensure we're meeting contractual requirements, providing timely deliverables and staying ahead of the game. Because I only work in a service industry, I don't know if WORK[etc] would be appropriate for product based companies, However, if you were offering anything [product or service] that required online support, the system will function well.
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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.
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WORKetc

  • Connecting all the different methods of communicating with our clients into one place is the best part of the application to us. The Google Apps integration lets us update all of our WORK[etc] details directly from our email page which saves a huge amount of time. It lets us move back and forth freely between WORK[etc] tools and our Google Apps email, documents, calendar, etc. with ease.
  • Breaking work according to what we are doing helps us group and ungroup things as needed. Since we do tech support and so much more having the ability to connect projects, support cases, to dos, documents, discussions, and more all together makes it easy to work with the relationships of all the different activity.
  • We have found the discussion tool to be vital to moving things through quickly. There are many discussions that are just FYI while others really need a decision or answer form the team members. Discussions allows us to quickly note the people we need to answer us and what is there as an FYI. It keeps all that history so our decision process become documented easily and not lost in email chains.
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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

WORKetc

  • The one key issue that it doesn't solve is resource utilisation. You are able to add the number of hours that each "to do" will take but you can't allocate that to an employee and then aggregate all that up to show how much capacity you are using or have left.
  • One if its great benefits is its flexibility but that is also a drawback because there are multiple ways to do the same thing. This means that to ensure consistency across all employees having your own business procedures on how to use WORKetc is vital.
  • Some of the financial processes don't fully reflect UK practice currently. For instance it doesn't deal with VAT on expenditure well. However we have been assured that this is being resolved.
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Pricing Details

Salesmate

Starting Price

$0

Editions & Modules

Salesmate editions and modules pricing
EditionModules
Starter151
Growth302
Boost503
EnterpriseCustom4

Footnotes

  1. per user monthly (20% off for annual subscriptions)
  2. per user monthly (20% off for annual subscriptions)
  3. per user monthly (20% off for annual subscriptions)
  4. none

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

Optional

Additional Details

We offer built-in calling: Starting at $1.10 per month for your phone line & pay as you go credits

WORKetc

Starting Price

$78 per month

Editions & Modules

WORKetc editions and modules pricing
EditionModules
Starter Edition$781
Team$1952
Foundations$3953

Footnotes

  1. Per Month for up to 2 Users
  2. Per month for up to 3 Users (Each extra user + $49/month)
  3. Per month for up to 5 Users (Each extra user + $59/month)

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

No setup fee

Additional Details

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
Read full review

WORKetc

We, as a company, have put a lot of time and energy into building the system to where it is for us today. With its constant improvements and our continually learning and developing, I couldn't imagine moving away from WORKetc to try a different system out. This really does give us everything that we've wanted/needed in a system without having to utilize 2-3 different products. The part that makes this so unique compared to other systems that we've used in the past is the fact that it has a project management piece built in, and that in itself is a huge driving point in why we will continue to use this.
Read full review

Usability

RapidOps, Inc.

The platform is incredibly robust while maintaining a clean appearance. This allows you to see exactly what you need at any given time without being overwhelmed. The ability to customize your dashboard easily allows you to see the information that is most relevant to your operations and needs.
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WORKetc

My staff hates it, our clients require transparency and you manual have to enter notes, billing is horrific, as it does not subtotal by type - so as a T&M shop there is no way to easily see how much was spent to each matter or service type.
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Reliability and Availability

RapidOps, Inc.

No answers on this topic

WORKetc

It never let me down. The support team never let me down.
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Performance

RapidOps, Inc.

No answers on this topic

WORKetc

WORKetc compares well in regards to speed and reliability to other cloud-based products we use such as Google for Work. Compared to our old in-house based CRM, it is a superstar; faster, more reliable and easily run on a variety of browsers and smart phones. The program loads fast as do data screens for contacts, projects, invoices and more
Read full review

Support Rating

RapidOps, Inc.

Fantastic - always reply in a reasonable amount of time, usually with a simple fix. The support website is very handy, but often you will likely have 'niche' questions - to which the team are all to happy to help with. For larger issues, we have had to lodge tickets with tech, but to date, every issue we have had has been resolved. Very happy with the support and service.
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WORKetc

WORKetc offers maybe the best support in the business. Product documentation and training resources are outstanding. Support tickets or inquiries are answered quickly. If you do need to address an issue in person, it is easy to schedule a 15 or 30 minute live call with their fantastic support staff who are fast, friendly and skilled
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Online Training

RapidOps, Inc.

No answers on this topic

WORKetc

They know their stuff. They listen to your use cases. They get back to you.
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Implementation Rating

RapidOps, Inc.

No - All very straightforward and simple.
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WORKetc

The implementation of the system was fairly easy. Because of our previous experience with a similar system, we were ready and working on the product as soon as we announced the switch. The system also allowed us to simplify our processes by integrating timesheets and project management directly into our CMS.
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Alternatives Considered

RapidOps, Inc.

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.
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WORKetc

We needed a CRM that would work with US. We found WORK [etc] was exactly what we needed. being able to customize the CRM around our company and further change as we go has been the best thing about it. We haven't been locked into how it is set up and can change it very quickly.
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Scalability

RapidOps, Inc.

No answers on this topic

WORKetc

Everything is related. You can scale up your team rapidly.
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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.
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WORKetc

  • Setting up project templates is time-consuming - if you want to do it right. Nevertheless, it is well worth it! Routine complex projects that used to require at least six people and at least as many "silos of information" are now done with two or three people, and - at most - 2 or 3 silos of information. And that's only because I haven't fully integrated the program with our Accounting programs (and there is an API for Quickbooks). I'd say the initial investment of perhaps 80 hours on my part was saved five or ten times over during our first six months, with better accuracy, accountability, and documentation. Since then, the ROI is at least 20 or 30 times annually of my time...the one thing I can't buy more of.
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