Salesmate vs. Zoho CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Salesmate
Score 10.0 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
Zoho CRM
Score 8.6 out of 10
N/A
Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs. The product also has an integrated project management module.
$14
per month
Pricing
SalesmateZoho CRM
Editions & Modules
Basic
$29
per month per user
Pro
$49
per month per user
Business
$79
per month per user
Enterprise
Custom
Standard
$14.00
Per User/Per Month
Professional
$23.00
Per User/Per Month
Enterprise
$40.00
Per User/Per Month
Ultimate
$52.00
Per User/Per Month
Plus
$57.00
Per User/Per Month
Offerings
Pricing Offerings
SalesmateZoho CRM
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptional$14 /user/month
Additional DetailsWe offer built-in calling: Starting at $1.10 per month for your phone line & pay as you go credits
More Pricing Information
Community Pulse
SalesmateZoho CRM
Considered Both Products
Salesmate
Chose Salesmate
I did brief this at the start itself. Salesmate is a simple tool, which is easy to understand, easy to navigate, easy to automate your own process, easy to configure and execute things without manually feeding it everything with all details. The simple point is - Email Outlook …
Chose Salesmate
Salesmate is head and shoulders above these other systems when you weigh the price to features. Salesmate is simple to navigate and is packed with useful everyday features; all included at the same price. The standard features in Salesmate are additional or nonexistent features …
Chose Salesmate
None of these [provided] anywhere near the quality (and ease of use) of email tracking and syncing versus Salesmate. On top of this, Salesmate trumps all of the above on design, general ease of use, and database management.
Chose 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 …
Zoho CRM

No answer on this topic

Features
SalesmateZoho CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Salesmate
9.5
49 Ratings
20% above category average
Zoho CRM
8.2
288 Ratings
5% above category average
Customer data management / contact management8.948 Ratings8.4279 Ratings
Workflow management9.648 Ratings8.1266 Ratings
Territory management9.09 Ratings8.4196 Ratings
Opportunity management9.944 Ratings8.5253 Ratings
Integration with email client (e.g., Outlook or Gmail)9.948 Ratings8.4248 Ratings
Contract management9.931 Ratings8.4203 Ratings
Quote & order management8.929 Ratings8.0203 Ratings
Interaction tracking9.542 Ratings7.9249 Ratings
Channel / partner relationship management9.832 Ratings8.1192 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Salesmate
9.7
22 Ratings
24% above category average
Zoho CRM
8.0
221 Ratings
4% above category average
Case management9.420 Ratings8.2213 Ratings
Call center management9.921 Ratings7.6172 Ratings
Help desk management00 Ratings8.4189 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Salesmate
9.9
47 Ratings
25% above category average
Zoho CRM
8.3
266 Ratings
7% above category average
Lead management9.946 Ratings8.3261 Ratings
Email marketing9.945 Ratings8.2219 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Salesmate
9.7
44 Ratings
23% above category average
Zoho CRM
8.3
263 Ratings
8% above category average
Task management9.544 Ratings8.4248 Ratings
Reporting9.940 Ratings8.3242 Ratings
Billing and invoicing management00 Ratings8.1180 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Salesmate
9.0
46 Ratings
17% above category average
Zoho CRM
8.2
258 Ratings
7% above category average
Forecasting8.033 Ratings8.1216 Ratings
Pipeline visualization9.546 Ratings8.1235 Ratings
Customizable reports9.440 Ratings8.4249 Ratings
Customization
Comparison of Customization features of Product A and Product B
Salesmate
9.1
48 Ratings
17% above category average
Zoho CRM
8.0
277 Ratings
4% above category average
Custom fields8.947 Ratings8.2275 Ratings
Custom objects9.436 Ratings8.0222 Ratings
Scripting environment8.424 Ratings7.7178 Ratings
API for custom integration9.430 Ratings8.1203 Ratings
Security
Comparison of Security features of Product A and Product B
Salesmate
9.7
44 Ratings
15% above category average
Zoho CRM
8.2
266 Ratings
2% below category average
Single sign-on capability9.537 Ratings8.2231 Ratings
Role-based user permissions9.942 Ratings8.1261 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Salesmate
9.0
38 Ratings
19% above category average
Zoho CRM
8.4
210 Ratings
12% above category average
Marketing automation9.038 Ratings8.6207 Ratings
Compensation management00 Ratings8.2138 Ratings
Platform
Comparison of Platform features of Product A and Product B
Salesmate
9.9
45 Ratings
27% above category average
Zoho CRM
8.4
230 Ratings
11% above category average
Mobile access9.945 Ratings8.4230 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Salesmate
-
Ratings
Zoho CRM
7.9
165 Ratings
6% above category average
Social data00 Ratings8.0164 Ratings
Social engagement00 Ratings7.9156 Ratings
Best Alternatives
SalesmateZoho CRM
Small Businesses
Salesflare
Salesflare
Score 9.3 out of 10
Salesmate
Salesmate
Score 10.0 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
SalesmateZoho CRM
Likelihood to Recommend
10.0
(49 ratings)
8.4
(311 ratings)
Likelihood to Renew
9.1
(2 ratings)
7.6
(42 ratings)
Usability
10.0
(48 ratings)
7.9
(172 ratings)
Availability
-
(0 ratings)
8.9
(7 ratings)
Performance
-
(0 ratings)
8.4
(8 ratings)
Support Rating
9.6
(43 ratings)
6.3
(69 ratings)
In-Person Training
-
(0 ratings)
8.0
(1 ratings)
Online Training
-
(0 ratings)
5.7
(8 ratings)
Implementation Rating
9.1
(1 ratings)
5.5
(16 ratings)
Configurability
-
(0 ratings)
5.1
(114 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
9.5
(21 ratings)
Ease of integration
-
(0 ratings)
7.1
(5 ratings)
Product Scalability
-
(0 ratings)
6.0
(6 ratings)
Professional Services
-
(0 ratings)
8.3
(7 ratings)
Vendor post-sale
-
(0 ratings)
7.9
(13 ratings)
Vendor pre-sale
-
(0 ratings)
8.0
(13 ratings)
User Testimonials
SalesmateZoho CRM
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
Zoho
Interfacing with our target clients at the correct minute is crucial in today's society. Another valuable include is its capacity to coordinated with other programs. It helps me in keeping track of the every day work emails I send to my colleagues or get. Zoho CRM makes it straightforward to consequence or send out information agreeing to our needs. Zoho makes a difference keep in mind individuals by means of e-mail and pop-ups, which dispenses with the issue of overlooking follow-ups and reminders. This not as it were helps within the organization of this incredible instrument but moreover within the execution of data.
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
Zoho
  • Hooks into our website and can import data from forms.
  • Has great automation tools built in.
  • Reporting features are great.
  • Easy to learn, makes it easy for us to onboard new users onto it.
  • Fairly customizable. We have fine tuned it to work the way we need it to.
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
Zoho
  • Need some way to switch a field type without losing the pre-existing data.
  • The settings controls should be broken out differently - I don't like that I can't keep some users from exporting all contact records (i.e., the entire Contacts module) because if the export function is turned off, the export function of Reports for those same modules is also blocked.
  • Frustrating that only 3 custom lookup fields are allowed per module in our license.
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
Read full review
Zoho
i have already renewed my subscription twice. I am in the 3rd Year now. I have been using it for a while and have been recommending to my friends as well.. have attended ZOHOLICs the annual program of zoho and it gave me new insights of managing the crm solutoin.
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
Zoho
The methodology of the 'out of the box' user interface is fairly easy to learn. In some cases however, the interface is not consistent throughout the software. Upgrades to the interface has certainly improved some of this--- but now we are seeing the same kinds of inconsistencies across Zoho apps, particularly those more recently added to their platform. This issue is not major in that everybody on staff seems able to learn how to work the programs--- it's just annoying and less than efficient when inconsistent user interfaces or inconsistent terms are used in the programs and/or the requisite documentation.
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Reliability and Availability
Rapidops, Inc.
No answers on this topic
Zoho
In my many years using Zoho, I think there were only 1 or 2 days when there was something happening and I was not able to log in. Sure, it wasn't fun and we all panicked a bit, but right after that, all was well and work-life continued. Being cloud based, I'm never worried about losing my iPhone, iPad or Laptop as I know I can log in anywhere on any device and workflow won't stop.
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Performance
Rapidops, Inc.
No answers on this topic
Zoho
I don't recall every having any issues with a page not loading due to it being a Zoho issue. Anytime I've had any issues with something being wonky, I clear cache and that has always solved the problem. Or a simply computer reboot and we're back, hard at work. Look, I don't expect any product to delivery 100%, 100% of the time but if I had any consistent ongoing issues, I would have left many years ago. I still keep my eyes open to what is new but after a quick evaluation, I know Zoho will long be my home.
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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
Zoho
We did the training and that was a huge waste of money. The information provided was basic and the instructor was sloppy (he even forgot to turn off his mic when he used the restroom - no one should ever hear what we heard). I offered up a 9 because we were able to find what we needed on your website.
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In-Person Training
Rapidops, Inc.
No answers on this topic
Zoho
I attended a Zoho-Holics event in Austin, TX, several years ago, and it blew my mind. So many industries were represented using Zoho in so many different ways. It was unbelievable all that I learned from that experience, as there were features that I wasn't aware of that I immediately started using. Best of all, the trainers were patient and knowledgeable
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Online Training
Rapidops, Inc.
No answers on this topic
Zoho
There is an endless supply of YouTube videos from Zoho and the many Zoho partners/consultants. Plus, Zoho has it's own library of training videos and webinars to learn from plus an entire community at the ready to answer any questions. While Zoho has been available for many years, there are constantly new training videos and webinars available for the novice and the experienced users.
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Implementation Rating
Rapidops, Inc.
No - All very straightforward and simple.
Read full review
Zoho
When you switch CRMs, you can automatically assume everything isn’t going to match up correctly. We had used Salesforce for 10+ years and had a ton of data and customizations. It was not a clean transfer, but we were able to sort it all out. The only issue that really bothered me was Zoho support. Even simple questions couldn’t be answered over chat, and we would have some team members try for hours to find the right answer
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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
Zoho
Free user access was one reason to use it more than any other software. Also, for a mid-size organization, the Salesforce cost was a little higher, and Pipedrive was almost similar to Zoho. As we were already using Zoho, we found no urgency to switch.
Read full review
Contract Terms and Pricing Model
Rapidops, Inc.
No answers on this topic
Zoho
I think Zoho CRM is priced at a reasonable amount. Simply put, you get what you pay for and Zoho does not disappoint. My organization is comfortable with what we pay and pleased with continually renewing the software. The billing frequency is just right. There are no complaints on our end
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Scalability
Rapidops, Inc.
No answers on this topic
Zoho
We're still in the early stages of scaling this across departments. We have high aspirations of doing this, but it takes time to migrate to the new system and to help people get acquainted of doing their work in a different way thru Zoho.
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Professional Services
Rapidops, Inc.
No answers on this topic
Zoho
In addition to being a user of Zoho CRM, we are a reseller as well. Often, at times our Partners request for on-boarding the platform configuration for them. During such requirements, we have utilized the Professional services team directly from the Zoho CRM team. Our partner feedback was quite positive, throughout.
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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.
Read full review
Zoho
  • because we are new to the CRM world, we wanted a product that was reasonably priced, yet had the features we were looking for
  • we have found a much higher customer engagement rate and ROI
  • we used to "lose" customers in our makeshift process. Now, all customers are being attended to.
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.

Zoho CRM Screenshots

Screenshot of Deals - Cash in on all opportunities. Close more deals. Great sales management is all about prioritizing, tracking, and monitoring the deals in your pipeline. Zoho CRM gives you everything you need to manage deals across territories and sales structures.Screenshot of Activities - Keep track of all the tasks, meetings, calls, events, or activity records. Neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales activities, phone conversations etc.