What users are saying about
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Top Rated
25 Ratings
4 Ratings

Salesmate

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Top Rated
25 Ratings
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Score 9.3 out of 100
4 Ratings
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Score 8.5 out of 100

Likelihood to Recommend

Salesmate

I'm not sure exactly where is would be less or even not appropriate, however, it is appropriate and helpful for us, because with tax clients and the sudden uptick in our communication, things can get messy real fast. Especially with us working from home and communication isn't as simple as yelling across a hallway. We need to be 100% up to date on communication or we risk re-calling people, or even missing calls or requests. Salesmate keeps everything in one convenient location, so I can see a client's birthday, spouse, vitals, AND when we last contacted them on one screen. So nice.
Anonymous | TrustRadius Reviewer

Zurmo

[Zurmo] doesn’t provide fresh information but also recounts the ways how to go through and how to tang the products in the marketplace to produce a successful commercial enterprise.
Lisa-jess Brown | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Salesmate
9.1
Zurmo
9.2
Customer data management / contact management
Salesmate
9.7
Zurmo
9.0
Workflow management
Salesmate
8.4
Zurmo
9.0
Territory management
Salesmate
9.0
Zurmo
9.0
Opportunity management
Salesmate
9.7
Zurmo
10.0
Integration with email client (e.g., Outlook or Gmail)
Salesmate
9.7
Zurmo
9.0
Contract management
Salesmate
8.4
Zurmo
9.0
Quote & order management
Salesmate
8.7
Zurmo
10.0
Interaction tracking
Salesmate
9.7
Zurmo
9.0
Channel / partner relationship management
Salesmate
8.3
Zurmo
9.0

Marketing Automation

Salesmate
8.9
Zurmo
9.5
Lead management
Salesmate
9.7
Zurmo
10.0
Email marketing
Salesmate
8.1
Zurmo
9.0

CRM Project Management

Salesmate
8.2
Zurmo
9.3
Task management
Salesmate
8.2
Zurmo
10.0
Reporting
Salesmate
8.2
Zurmo
9.0
Billing and invoicing management
Salesmate
Zurmo
9.0

CRM Reporting & Analytics

Salesmate
8.2
Zurmo
9.3
Forecasting
Salesmate
8.3
Zurmo
10.0
Pipeline visualization
Salesmate
8.3
Zurmo
9.0
Customizable reports
Salesmate
8.2
Zurmo
9.0

Customization

Salesmate
8.7
Zurmo
9.3
Custom fields
Salesmate
9.5
Zurmo
9.0
Custom objects
Salesmate
8.1
Zurmo
9.0
Scripting environment
Salesmate
8.4
Zurmo
10.0
API for custom integration
Salesmate
8.9
Zurmo
9.0

Security

Salesmate
9.7
Zurmo
9.5
Single sign-on capability
Salesmate
9.7
Zurmo
9.0
Role-based user permissions
Salesmate
9.7
Zurmo
10.0

Integrations with 3rd-party Software

Salesmate
8.3
Zurmo
9.0
Marketing automation
Salesmate
8.3
Zurmo
9.0
Compensation management
Salesmate
Zurmo
9.0

Platform

Salesmate
9.7
Zurmo
9.0
Mobile access
Salesmate
9.7
Zurmo
9.0

Customer Service & Support

Salesmate
Zurmo
9.0
Case management
Salesmate
Zurmo
9.0
Call center management
Salesmate
Zurmo
9.0
Help desk management
Salesmate
Zurmo
9.0

Social CRM

Salesmate
Zurmo
9.5
Social data
Salesmate
Zurmo
9.0
Social engagement
Salesmate
Zurmo
10.0

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

Zurmo

  • An outstanding application to collaborate with other societies to compare prices and to communicate with them for further product detail. It offers the best product price to rank in the market and nobody can deny its powerful impact on customers.
  • The best communicator to get the picture with different business details and supply them with the best user experience with good marketing articles. Customers can choose the product by watching reviews and can leave feedbacks for further advance. It provides a workable free version to use.
  • Its tracking email feature is good which tells when the email opens. The support is great and helpful. They keep communicating with you until the issue is resolved. Their technologies are up to date and according to trends. Their training sessions are available so you can quickly learn from there.
Lisa-jess Brown | TrustRadius Reviewer

Cons

Salesmate

  • I do wish the desktop pages would update immediately after entering information rather than having to refresh the screen. However, that's only a small inconvenience.
  • I have several Pipelines for different services. I wish the order of those was editable, but it is not.
Sandro Marc-Charles | TrustRadius Reviewer

Zurmo

  • A must-have the diligence to satisfy the job requirements and available for all big and small commercial enterprises.
  • All data is stored on a cloud and this is the best application for all business details and promotions, but make sure to protect your data with passwords.
  • There is still some problem with some features while using it. Integration with other vendors and suppliers should be made better. It is not affordable for small enterprises. Its design is a little bit confusing feature
Lisa-jess Brown | 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

Zurmo

No score
No answers yet
No answers on this topic

Usability

Salesmate

Salesmate 8.8
Based on 20 answers
The product is extremely well thought out. Most CRMs are too cluttered. They have an exhaustive feature set, which comes at a cost of not being able to do the basics well. From my perspective, Salesmate has focused on mastering the basics (database management, email tracking, task management, etc.), and only then has implemented more technical features on top. The design is also simple, but beautiful, which makes the product a joy to use.
Anonymous | TrustRadius Reviewer

Zurmo

Zurmo 9.0
Based on 1 answer
It helped us in making sales and marketing decisions in a better way.
Lisa-jess Brown | TrustRadius Reviewer

Support Rating

Salesmate

Salesmate 8.8
Based on 20 answers
They are amazing. They usually answer within five minutes. They have an extremely available and competent second level support. They are really open minded - They allowed me to use a functionnality from the superior plan for free for a few days! Could not be happier with a customer support.
Joachim Mérillat | TrustRadius Reviewer

Zurmo

Zurmo 9.0
Based on 1 answer
It helped us increase our business in a better way and the overall platform helped us a lot in the different operations of our organization.
Lisa-jess Brown | 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

Zurmo

[Zurmo] did not only help our company as CRM but in sales and marketing too. It helped us increase our business in a better way and otherwise i have not interested other software.
Lisa-jess Brown | 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

Zurmo

  • It is the best collaborating tool to oversee line production. A company needs a good managing tool to provide new ideas and promotions.
  • Guests can have a safer idea to follow the product’s detail and ranking to get the suitable thing for themselves.is well suited for a large business that can afford good Customer management software for their company.
  • The overall platform helped us a lot in the different operations of our organization.
Lisa-jess Brown | TrustRadius Reviewer

Screenshots

Pricing Details

Salesmate

General

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

Zurmo

General

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

Zurmo Editions & Modules

Additional Pricing Details

Rating Summary

Add comparison