Overview
Recent Reviews
Reviewer Sentiment
Awards




Popular Features
View all 26 featuresCustom fields (33)
Customer data management / contact management (33)
Workflow management (33)
Integration with email client (e.g., Outlook or Gmail) (34)
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Pricing
View all pricingStarter
$15
Growth
$30
Boost
$50
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
Features Scorecard
Sales Force Automation
Customer Service & Support
Marketing Automation
CRM Project Management
CRM Reporting & Analytics
Customization
Security
Integrations with 3rd-party Software
Platform
Product Details
What is Salesmate?
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:
Sales CRM – Organize, filter, segment, and manage leads, prospects, and customers data in one place.
Lead Capture, Nurture, and Scoring – Automatically capture, assign, and nurture leads using web forms, emails, live chat widget, file import, and third-party lead sources.
Automation Journeys – Run multi-channel drip campaigns, schedule follow-ups, automate repetitive tasks, score leads, and automate end-to-end customer journey.
Sales Emails – Automate sales emails two-way email sync, templates, tracking, scheduling, bulk campaigns features.
Calling & Texting – Salesmate offers built-in calling with features such as call recording, call transfer, voicemail drops, power dialer, call insights, and text marketing.
Live Chat & Shared Inbox – Convert website visitors into customers and also offer chat support on web and mobile. Use team inbox to deliver email support collaboratively.
Sales Sequences – Helps to save reps 30+ hours every month, and to never miss follow-ups with leads using an automated sales sequences.
Automate Data Entry – Automatically enrich contacts and track all emails, meetings, follow-ups, texts, etc. to eliminate data entry.
Sales Pipeline – Build a visual sales pipeline, forecast sales, set goals, and track rep activities to make sure no deals fall through the cracks.
Meeting Schedular – Enable prospects to book meetings online and save reps 10 hours of back-and-forth to schedule meetings.
Reporting & Dashboards – Actionable insights to improve sales performance and coach reps with pre-built or custom insights and dashboards.
Salesmate can be used with Google Apps, Microsoft Apps, Quickbooks, PandaDoc and 700+ other apps to streamline the sales workflow.
Pricing starts from $12/user. Salesmate supports businesses in SaaS, software, marketing, real estate, Insurance, finance, etc. industries. Salesmate can be tried free for 15-days.
Salesmate Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Contract management
- Supported: Quote & order management
- Supported: Interaction tracking
- Supported: Channel / partner relationship management
Customer Service & Support Features
- Supported: Case management
- Supported: Call center management
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: Scripting environment
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Integrations with 3rd-party Software Features
- Supported: Marketing automation
Platform Features
- Supported: Mobile access
Additional Features
- Supported: Customer Journey Automation
- Supported: Live Chat
- Supported: Built-in Calling w/ Recording & Texting
- Supported: Power Dialer
- Supported: Meeting Scheduler
- Supported: Team Inbox
- Supported: Web Forms
- Supported: Advanced Reporting
Salesmate Screenshots
Salesmate Video
Visit https://www.youtube.com/channel/UCZPKrO3O06QWrlhBl9Q7E5w to watch Salesmate video.
Salesmate Integrations
Salesmate Competitors
Salesmate Customer Size Distribution
Consumers | 15% |
---|---|
Small Businesses (1-50 employees) | 25% |
Mid-Size Companies (51-500 employees) | 50% |
Enterprises (more than 500 employees) | 10% |
Salesmate Technical Details
Deployment Types | SaaS |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android, Mobile Web |
Comparisons
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Frequently Asked Questions
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Reviews and Ratings
Reviews
(1-25 of 34)- Popular Filters
The Easy to Use, All-In-One Business Sales Platform
- Sales Automation.
- Website Chat & Chatbots.
- System Integrations.
- Email Tracking.
- A little more robust chatbots.
- Templates for sales pipelines.
Perfect for our small marketing agency
- Tech support available via chat anytime
- Full featured but not overly complicated
- Phone and text options are great
- A better way to distinguish clients and leads
- Clearer way to assign roles to different people within an organization
Very Intuitive and Easy to Setup
- Very intuitive setup
- Affordable pricing for startups or expanding businesses
- They're support during the setup process was very quick and easy
- Faxing - Hard to believe people still use fax but some of the people I do business with still use it. Adding a faxing option would make it more comprehensive.
- Adding calendar functionality to calendars other than Google or Outlook would help.
Efficient, customizable, great way to organize email/text/call.
- Keeps all communications on one screen
- Highly customizable
- Extremely helpful support that responds immediately
- Email, Text, and Call from the same screen
- Task Automation
- Communication organization
- Organization
- Settings hard to find sometimes but support responds in minutes
A perfect CRM for all kind of businesses.
- Salesmate assists us in creating, personalising, automating, and delivering client-focused emails.
- By connecting with our visitors and customers in real-time, it allows us to collect more leads and give exceptional service.
- It's simple to keep track of your team's success with the Sales Activity Tracker. We can now plan ahead, keep track of our team's actions, and efficiently automate our sales process.
- Inbuilt WhatsApp chat integration
- When a contact calls, I'd like to see the deals linked with that contact on the mobile app.
The Best Solution For Your Business
- Organizing customer information without duplicates
- Email tracking to view who has opened your email or clicked a link
- Push notifications to follow up with a warm or cold lead
- It would be nice to white label the dashboard for our team.
Incredible Sales CRM
- Automated workflows
- Ease of use
- Robust Feature set
- Cost Effective
- Customization Options
- Cost of calling is relatively higher.
- Option to integrate different telephony systems.
- Sales automation
- Customer Support
- Third Party app integrations
- Dashboards can be a little better but I am not complaining
- Need more help with building automation journeys
Absolutely love to work on Salesmate!
- streamlining the sales cycle right from onboarding the leads to various stages to deal closure.
- access to a scorecard
- Automation of email campaigns
- Like the timely assistance when in need
- so far so good with the assistance from the team
- calls within India should be integrated
- Call pricing is relatively high
Salesmate - Not a CRM, rather a solution to all the sales-related issues. An arsenal for all sales people
- Call monitoring
- Automated activities
- Push calls
- Email automation
- Email open tracking can be improved.
Tried the rest, Salesmate is the best.
- Send an automated followup sequence off the back of an email outreach.
- Automate a tex/call/email sequence followup.
- Power dialler is good and SUPER cheap.
- Scheduler is now at a point where I've cancelled Calendly.
- Scheduler needs to be better at cancellations and reschedules automatically.
- Email sequences aren't perfect for sales outreach.
Salesmate Review
- Calling via the app
- Company and clients detailed profile
- Tracking performance
- Multiple tabs for emailing. We can only send mail on one tab unlike gmail
- Clarity of calls
- Leave the page in the same spot when hit the back button
Nothing is perfect, but Salesmate is pretty close...for any small/medium size business, this is likely the CRM you've been looking for...
- User interface & Usability
- Customization
- Reporting & Data tracking
- Automation of tedious tasks
- Better system for mass-emails
- Improved user permissions and visability
Excellent CRM that makes life much simpler
- Organize
- Work Flow
- Sales integration
- Some integration features could be smoother.
Salesmate CRM is effecient
- Email tracking
- Customization
- Good customer service.
- Mobile app could have been easier to use.
- Email search should have been made simple.
Salesmate is the best friend we have!
- Telephony services
- SMS/MMS integration
- Customizable fields, pipelines, stages
- Exceptional mobile platform
- I would like to see them expand the telephony services to be more robust and replace our ring central account.
- I would like to see the deals associated with a contact on the mobile app when a contact calls.
- I would like a third option on the ring sequence that allows the sequential ring feature to be organized in the order I specify.
- CRM
- VOIP/Telephone
- Email Campaigns
- SMS Campaigns
- Integrations
- BEST SUPPORT IN THE WORLD
- Perhaps more training videos - and real life cases
- Pre Made Templates for work flows (they will custom build anything A+ support and service)
Daily users in accounting. Fun, I know.
- Streamlines client communication.
- Keeps coworkers up to date.
- Is designed in a clean, simple way — I'm a graphic designer too, I would know. :-).
- Records calls.
- 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.
Heaven CRM for small teams
- Sequences
- Data import
- Emailing
- Task management
Why you need Salesmate for your multi-service business.
- Salesmate is very customizable. If you can think it, it can do it.
- I really appreciate the customer support. They are very responsive and helpful via the chat box.
- I like how customizable the sales pipelines are. I also really appreciate being able to have more than one pipeline which is essential for a business that offers several different services or product lines.
- 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.
CRM and VOIP program that is way above the rest.
- 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.
- They need to allow for exporting/reporting of text messages and emails.
- On the mobile app, allow the linking of incoming calls to deal(case)/client.
- The mobile app could be easier to use, but still very good.
- Search functionality on emails could be better.
- Ability to attach files greater than 10 MB to emails - noting most email apps have a 20 MB limit.
The Best Value For Money CRM On The Market
- Very affordable and yet very capable software. I love the phone integration and tracking capabilities
- Great UI very easy to learn and start using it immediately
- Amazing customer support - usual response time is less than 5 minutes
- Their automation feature is a bit hard to use if you are not very tech savvy
Love it
- Their support system is great! There is always someone available to chat and help solve any possible issues
- Very easy to use
- great pricing
- sequences available for cheaper plans
- integrations with other apps
Beautiful, easy-to-use CRM with brilliant email tracking; customer service lacking, though.
- Email Tracking
- Ease of Use
- Design
- Text Marketing
- Customer Service
- Migration
Best CRM for our money
- Color Codes my deals
- Links to my outlook and gmail calendars
- Allows my to itemize my activities in one place
- Bridging data could be better
- Having notes bridge over from contact/company view to deal view
- Give me a better picture of the economics of my entire relationship with a prospect/client