What users are saying about
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Top Rated
40 Ratings
2 Ratings

Salesmate

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Top Rated
40 Ratings
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Score 9.3 out of 100
2 Ratings
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Score 9.3 out of 100

Likelihood to Recommend

Salesmate

Any small sales organization, it's ideal. Best on market, without a doubt (I've tried them all so I should know). It's pretty seamless when it comes to managing and chasing your database. Can't express how hard this is to get right, and Salesmate has!
Anonymous | TrustRadius Reviewer

Zomentum

Any next-gen MSP should be utlizing Zomentum to elevate their sales game.
Gregory McKiernan | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Salesmate
9.3
Zomentum
Customer data management / contact management
Salesmate
9.4
Zomentum
Workflow management
Salesmate
9.4
Zomentum
Territory management
Salesmate
9.0
Zomentum
Opportunity management
Salesmate
9.5
Zomentum
Integration with email client (e.g., Outlook or Gmail)
Salesmate
9.3
Zomentum
Contract management
Salesmate
9.5
Zomentum
Quote & order management
Salesmate
9.3
Zomentum
Interaction tracking
Salesmate
9.4
Zomentum
Channel / partner relationship management
Salesmate
9.2
Zomentum

Customer Service & Support

Salesmate
9.4
Zomentum
Case management
Salesmate
9.4
Zomentum
Call center management
Salesmate
9.4
Zomentum

Marketing Automation

Salesmate
9.3
Zomentum
Lead management
Salesmate
9.4
Zomentum
Email marketing
Salesmate
9.3
Zomentum

CRM Project Management

Salesmate
9.3
Zomentum
Task management
Salesmate
9.4
Zomentum
Reporting
Salesmate
9.2
Zomentum

CRM Reporting & Analytics

Salesmate
9.2
Zomentum
Forecasting
Salesmate
9.1
Zomentum
Pipeline visualization
Salesmate
9.1
Zomentum
Customizable reports
Salesmate
9.3
Zomentum

Customization

Salesmate
9.5
Zomentum
Custom fields
Salesmate
9.4
Zomentum
Custom objects
Salesmate
9.5
Zomentum
Scripting environment
Salesmate
9.5
Zomentum
API for custom integration
Salesmate
9.5
Zomentum

Security

Salesmate
9.5
Zomentum
Single sign-on capability
Salesmate
9.5
Zomentum
Role-based user permissions
Salesmate
9.6
Zomentum

Integrations with 3rd-party Software

Salesmate
9.1
Zomentum
Marketing automation
Salesmate
9.1
Zomentum

Platform

Salesmate
9.4
Zomentum
Mobile access
Salesmate
9.4
Zomentum

Proposal Creation & Organization

Salesmate
Zomentum
8.0
Proposal branding
Salesmate
Zomentum
10.0
Proposal templates
Salesmate
Zomentum
10.0
Proposal content library updates
Salesmate
Zomentum
10.0
Guided proposal creation
Salesmate
Zomentum
5.0
Searchable proposal database
Salesmate
Zomentum
5.0

Proposal Collaboration & Workflow

Salesmate
Zomentum
8.4
RFP management & response
Salesmate
Zomentum
5.0
Proposal collaboration & approval
Salesmate
Zomentum
8.0
User permissions/proposal editing controls
Salesmate
Zomentum
10.0
Sales proposal workflow
Salesmate
Zomentum
10.0
Proposal automation user interface
Salesmate
Zomentum
9.0

Proposal Delivery

Salesmate
Zomentum
8.0
Proposal distribution
Salesmate
Zomentum
10.0
Interactive proposals
Salesmate
Zomentum
10.0
Proposal content tracking
Salesmate
Zomentum
4.0

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

Zomentum

  • Digital Quote/Proposal Creation
  • Opportunity Tracking
  • Automating Client Communication
Gregory McKiernan | TrustRadius Reviewer

Cons

Salesmate

  • 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.
Anonymous | TrustRadius Reviewer

Zomentum

  • Communicating updates as they come available
  • Communicating bugs as they are discovered
Gregory McKiernan | 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

Zomentum

No score
No answers yet
No answers on this topic

Usability

Salesmate

Salesmate 9.6
Based on 33 answers
Really solid UX both for sales representatives, and management. Very intuitive and easy to get used to. Our sales reps have had a bit of a learning curve with this, but that's also due to the level of customization we implemented specific to our business. Once trained, the system will allow you to track pretty much anything natively...from calls, to times on calls, appointments, agreements...you name it, it can be tracked if setup correctly. As the implementor of the software, the support team have been invaluable in their assistance and are never too far away
Michael Eastwood | TrustRadius Reviewer

Zomentum

Zomentum 9.0
Based on 1 answer
From implementation to ongoing utilization, the interfaces have always been very easy to understand. Support has been fantastic for confirming whether limitations exist, or features will be added.
Gregory McKiernan | TrustRadius Reviewer

Support Rating

Salesmate

Salesmate 9.7
Based on 33 answers
This is where Salesmate, in my opinion, is most lacking. With other CRMs, I have been able to chat directly to the tech team, but with Salesmate it appears you have to go through customer service first, which honestly doesn't cut it. In fairness, Salesmate's online guides are very helpful and are usually sufficient to help you get the simple things done. However, as soon as you have a question of any complexity, getting customer service to understand the issue and help out has been like pulling teeth. I have experienced this half a dozen times. One example of this was when trying to migrate from our previous CRM. I had an issue migrating custom fields and notes from our old CRM. Only by the third support agent was I advised that what I was trying to do was not possible. Even then, the solution provided was initially incorrect, and even when I found the solution, it effectively meant me having to import our database 10 times (as each import could only take 1 note at a time). In the end, I had to manually import our database around 30 times before getting it right, costing our company many hours of lost time. We have now saved far more time than this using Salesmate, but that was one frustrating day!Overall I would advise using Salesmate only if you have a fairly simple CRM use case, or you are technologically capable to ride through the issues when trying to do something complex.
Anonymous | TrustRadius Reviewer

Zomentum

Zomentum 10.0
Based on 1 answer
Amazing support! I felt like an integral part of the R&D/QA team!
Gregory McKiernan | TrustRadius Reviewer

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

Zomentum

CW Sell felt antiquated and out of date. Proposify was cost prohibitive, but could have satisfied our requirementsZomentum has been amazing as it evolves along with our business (PSA integrations/Etilize/POs)
Gregory McKiernan | TrustRadius Reviewer

Return on Investment

Salesmate

  • 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.
Anonymous | TrustRadius Reviewer

Zomentum

  • Reduced license costs compared to CW Sell
  • Improved conversion rates on quotes/proposals
  • Improved brand recognition / client experience
Gregory McKiernan | TrustRadius Reviewer

Screenshots

Pricing Details

Salesmate

General

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

Zomentum

General

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

Zomentum Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Salesmate
9.3
Zomentum
9.0

Likelihood to Renew

Salesmate
10.0
Zomentum

Usability

Salesmate
9.6
Zomentum
9.0

Support Rating

Salesmate
9.7
Zomentum
10.0

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