Skip to main content


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,…

Read more
Recent Reviews

TrustRadius Insights

Salesmate has proven to be a valuable tool for users across various industries, providing solutions to a range of challenges. With …
Continue reading

Salesmate Success

10 out of 10
August 14, 2022
We use Salesmate to house all of our current clients and potential clients. I love that we have created pipelines for our sales team as …
Continue reading

Incredible Sales CRM

10 out of 10
November 03, 2021
Salesmate is being used by our organization as a Sales CRM, across the multiple inter-department sales teams. The biggest challenge it …
Continue reading
Read all reviews


Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 26 features
  • Custom fields (38)
  • Customer data management / contact management (38)
  • Integration with email client (e.g., Outlook or Gmail) (39)
  • Workflow management (38)

Reviewer Pros & Cons

View all pros & cons

Video Reviews

Leaving a video review helps other professionals like you evaluate products. Be the first one in your network to record a review of Salesmate, and make your voice heard!

Return to navigation


View all pricing



per user monthly (20% off for annual subscriptions)



per user monthly (20% off for annual subscriptions)



per user monthly (20% off for annual subscriptions)

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visit


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services
Return to navigation

Product Demos

Salesmate CRM Review: The Best For You? Our Pros and Cons (2019)


Demo Cloud Industry Package (tailermate, salesmate, itemXTRA, SAP Business One)


salesmate demo (by Desk Solutions)


LionDesk CRM Demo Review vs Salesmate for Real Estate Agents


Salesmate Smart Filters and Views

Return to navigation


Sales Force Automation

This is the technique of using software to automate certain sales related tasks.

Avg 7.8

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Avg 7.6

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Avg 7.7

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Avg 7.6


This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Avg 7.7


This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Avg 8.4

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Avg 7.3


Avg 7.5
Return to navigation

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

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.

Salesmate Video

Salesmate Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web

Frequently Asked Questions

Pipedrive, Freshsales, and Keap are common alternatives for Salesmate.

Reviewers rate Contract management highest, with a score of 9.8.

The most common users of Salesmate are from Small Businesses (1-50 employees).

Salesmate Customer Size Distribution

Small Businesses (1-50 employees)25%
Mid-Size Companies (51-500 employees)50%
Enterprises (more than 500 employees)10%
Return to navigation


View all alternatives
Return to navigation

Reviews and Ratings


Attribute Ratings


(1-25 of 39)
Companies can't remove reviews or game the system. Here's why
Score 10 out of 10
Vetted Review
Verified User
We are a motor finance broker generating leads from our website via API integration, our previous CRM provider, who we have been loyal to for 11 years, was lacking in certain areas, mainly in the successful delivery of emails.

We needed a solution to not only provide us with reliable email delivery, with Gmail integration but also enable lead distribution across our team. Salesmate not only gave us this but various other methods of communication too, enabling us to reach out to our customers using email, SMS, Whatsapp, chat, etc.. this gave us everything we needed.

We had trials with the so-called "big boys" in this field, namely Pipedrive, Zoho, and Hubspot, and whilst these products were all good, they didn't offer an "out of the box" complete solution for all areas and to get something workable was going to be expensive.

The real kicker for us with Salesmate is their level of support; it is by far the best I have experienced using any "SaaS" provider, they guarantee to respond in 3 mins on chat, and most of my emails were responded to [with a solution] also within 3 mins, which is brilliant and very important for us as a small business, helping us configure and customize the perfect environment for us to work with.

The interface is intuitive, very clear, and uncomplicated and provides a solution to any business niche due to the endless configuration and customization options, using their automation module, you can literally configure the system to do pretty much anything! If you are looking for a CRM that is configurable to work with any business, with first-class support, Salesmate is definitely one to consider.
  • Gmail Integration
  • Automation
  • Amazing Support
  • Clear Interface
  • Custom Dashboards
  • Team Management
  • Ability to perhaps remove some modules not applicable to our business
  • Font and colour customisation
  • Use of additional themes
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.
Carte Bisbee | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Hello, <br><br>I originally purchased and installed with the our fellow managers at our company. And honestly-- we have not looked back. <br><br>The robust systems and workflows enables the Operations manger to engage at a high level that can be quickly learned. This flow of the interface is sleek and the process to (almost) master the product is a low threshold. As both a manager and sales rep. And what I mean by that, is that the ability to learn the dynamics of a CRM is enhanced through Salesmate as a whole-- because the design and thoughtfulness that is/was put into the software. <br><br>It's honestly exponentially better than both HubSpot or -- both of which I have extensive experience in. <br><br>And although the product is actually pretty good in of itself-- The best part (in my opinion) is the Customer Support. <br><br><b> customer support team is INSANE AND HANDS DOWN the best team I have ever interacted with-- Suraj and Kruti have helped me with my problems regarding Workflows/CRMs than any video you can watch. </b><br><br>I am serious when I say they are there to help at a whim's notice and always get back to you as soon as possible. <br><br>It is honestly very impressive haha and inspiring the way this company is ran. <br><br>Overall, I would sincerely recommend to any company looking at a CRM especially companies that are small-mid size... Again, I've used Hubspot originally, and these guys blow them out of the water no joke. <br><br><br><br><br><br>
  • Customer Support
  • Marketing Automation/Sequence
  • Workflow Management and easy installation of data tracking
  • Tag / List tracking and contact sorting
Customer Support is well suited
Adam O'Leary | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Salesmate is amazing. Been trying to find a genuinely good CRM for a long time, and Salesmate has completely blown me away. The native calling and texting, especially inside of the app are amazing. And the support is Top Notch! Best support I've ever received from a CRM. I am currently using it for customer followup, and phone sales, which is what SalesMate excels upon. Their native calling and texting feature is super helpful, and works really well on desktop, mobile, and IPad. On top of that, I am currently going ahead and building in sequences, that are automated based on a No-Show, or an event that took place.
  • IPad app is incredible
  • Calling
  • Texting
  • Customization
  • Theirs some goofy things, that don’t function 100% on the IPad vs desktop, but it’s not devastating. Basically if you set up the systems properly, the app will work Fluenty. Just takes the time.
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.
Score 10 out of 10
Vetted Review
Verified User
I use Salesmate to
  • Receive leads via forms created in Salesmate CRM
  • When leads are received, a DEAL is created at the beginning stage
  • I receive notifications from CRM, and I contact customers for clarification of needs
  • I use its scheduling feature to schedule measurements for the cabinet business
  • With the texting feature, I can send customers pictures of samples and layouts
  • Customers are notified of the progress of their project each time the deal enters a new stage in the project/production pipeline
Salesmate has become our system of truth. ALL data related to deals and customers must live inside the CRM. We find the CRM has only useful features, and we will continue to use it in all our business processes.
  • Contact Management
  • Pipeline Management
  • Telephony
  • Deal Management
  • Automations
  • When manually entering data such as notes or activities, the form remains open even after submission
  • Multiple/redundant notifications are a small annoyance
  • When clicking on a contact from a deal, it opens the contact's edit form. When I don't want to edit, I just need to go to the contact page
I cannot think of a sales scenario where a system like Salesmate CRM would not be essential. All parts of the sales process are covered, and with features such as texting and telephony, this completes the circle, and you would not need to leave the CRM as is the case with other CRMs, even expensive ones.
August 14, 2022

Salesmate Success

Lisa Kraus | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use Salesmate to house all of our current clients and potential clients. I love that we have created pipelines for our sales team as well as for our retention department. Salesmate makes it so easy to win our deals and to track them in each department. Their support team is always available to help with issues or learning new features.
  • Sales pipelines
  • Keeping track of activities
  • Being able to ad tags to sort lists
  • Automation needs to be improved. I found a work around to automate lost deals.
  • Work flows could use upgrading
Salesmate is a great way to contact potential clients through setting up drip campaigns and email campaigns. I don't like that it lacks automation in losing deals. It should be easier to automate. If I can find a workaround based on tags and types then they should be able to add that into the automation.
Daniel Cragin | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I use Salesmate to manage the entire sales process for my organization. The application allows me to strategize the best outreach when I am looking to connect with new clients and will enable me to streamline communications with existing clients. I have used several other CRMs such as Salesforce, HubSpot, Copper, and Pipedrive - this is by far the most robust and user-friendly. On top of its features, it comes at an incredible value. I can't recommend this platform enough to other people; I love it.
  • Sales Automation.
  • Website Chat & Chatbots.
  • System Integrations.
  • Email Tracking.
  • A little more robust chatbots.
  • Templates for sales pipelines.
Salesmate is an excellent choice for small and medium businesses looking for an incredibly powerful CRM platform. The only use case where it may not be best suited is for larger companies or enterprise applications. For those unique cases that need robust custom-built solutions, Salesforce may be a better fit. However, for most companies, this platform features incredible capabilities.
Andrea Blake, CMP | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
My husband and I own a small online marketing agency and we finally got to the point where we needed a CRM. We had used Hubspot, Salesforce, and some others in previous jobs and there were things we didn't like about all of them. I came across Salesmate about a year ago and I was blown away by all of the features. It was a simplified version of Salesforce where they stripped out all the stuff an average person would never use. Salesmate is so intuitive and I love how they are adding new things (like multi-step automation) all the time. It also integrates well with Zapier, so we can connect it to the many other systems we use in our agency. We use the phone number features, texting, the mobile app, and have started digging more into email sequences. My favorite thing is that there is always a tech support person a short chat away. I click the button, type my question, and within a few minutes, I have an answer on how to do something. That level of support is basically unheard of in a software company. Salesmate has been a tremendous help in keeping us organized.
  • 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
Salesmate works well for our small marketing agency. We have 5 people on staff and around 100 clients. We are a very niche agency so our database is only around 1,200 people. I think it would work well for a small to medium-sized business.
Score 10 out of 10
Vetted Review
Verified User
Salesmate is the central point for our customer management. We use it to make phone calls, track emails, track sales, and perform other business functions.
  • 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.
I would definitely recommend to a colleague. The setup process was pretty quick. I initially did not choose Salesmate as the preferred CRM provider but quickly realized there are a lot of compatibility issues with other CRM systems. Salesmate was the best option to handle everything regarding sales management and customer support under one roof.
Score 9 out of 10
Vetted Review
Verified User
I use Salesmate to keep properties and tasks organized. I have used a lot of CRMs throughout my career and this is the only one I have chosen to pay for personally with my business. I love it for the following reasons:
  • 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
For managing a lot of deals, properties, tasks.
Score 8 out of 10
Vetted Review
Verified User
We first set out to locate a CRM system that would help us streamline our sales and support processes while also providing improved reporting. After reviewing the functionality of Salesmate, I quickly realised that it could be used for more than simply sales. It could also be used for customer support and marketing. With the addition of forms, automation, and bulk-emailing, we decided to use it for all aspects of customer relationship management in order to gain a better 360-degree perspective of our prospects and members. We've been using Salesmate for our complete operating suite, and it's been great so far. Excellent UI, features, and customer service.
  • 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.
Incredible CRM with exceptional flexibility. Appropriate for all types of businesses where keeping track of client communication is a must.
Score 10 out of 10
Vetted Review
Verified User
We are using Salesmate to board our customers whom we can't add through our financial CRM. All customers that we add to Salesmate are shared with our sales team to help us understand lead statuses for conversion. Salesmate helps us determine what appropriate action should be taken next in order to satisfy current customers and convert potential customers.
  • 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.
Salesmate is well suited for teams of all sizes. One of the reasons we decided to use Salesmate is because it's user-friendly and straightforward. It does exactly what you need it to do without the confusion of too many functions that get lost in translation. The best part of Salesmate is that if you decide you want to add on a feature you can upgrade your plan to fit what you need. It's perfect for a growing business or team.
November 03, 2021

Incredible Sales CRM

Vivek Sahay | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Salesmate is being used by our organization as a Sales CRM, across the multiple inter-department sales teams. The biggest challenge it addresses for us is having a seamless track of all interactions with the customer on one single view. This really helps us ensure that we always have a contextual conversation.
  • Automated workflows
  • Ease of use
  • Robust Feature set
  • Cost Effective
  • Customization Options
  • Cost of calling is relatively higher.
  • Option to integrate different telephony systems.
In our quest to streamline our sales effort and consolidate our siloed data, we evaluated various CRM's out there in the market and zeroed on to Salesmate, some of the features we really liked, are the overall feature set, ease of use, the minimal effort taken to accomplish a task and a brilliant workflow feature to ensure that my team works, as an extension of my personal brand! Kudos to the team for bringing out such a wonderful product backed by an equally amazing service team.
Score 9 out of 10
Vetted Review
Verified User
Salesmate is being used by our Sales team for managing the sales pipeline and customer communications. Before this, we were managing all leads in an excel sheet which was very inefficient. Salesmate has allowed us to automate a lot of stuff via their automation journeys, workflows, and sequences. Their customer support team is excellent, fast, and very responsive, something which has become quite rare. It's a must recommend for all small to medium companies looking for a good CRM tool.
  • 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
If you are managing your sales leads via excel sheets, then Salesmate is great for you. It's not ideal if you are a very large organization.
Puja K | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Absolutely love to work on Salesmate. It's absolutely wonderful it when comes to streamlining the sales cycle right from onboarding the leads to various stages to deal closure. Easier to view all leads on the same page. Having access to a scorecard in order to prioritize the relevant activities, has an in-built dialer to make calls. Automation to study and track website activities. Automation of email campaigns. Like the timely assistance when in need. Kudos to Team 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
Best suited for Sales, service, etc
Rajesh Kumar Ghosh | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
"Salesmate - Not only a CRM for me, rather the best solution for all my Sales-related issues." Nutraceutical Industry is a booming industry these days and there is no proper CRM solution for this industry. I tried with many renowned CRMs, but they couldn't satisfy my needs which are basically to monitor sales in a well-organized way. I came across Salesmate in a youtube ad and thought of giving it a try. It actually gave me the solution to almost all of my issues. Starting from a properly organized client list to well-planned activities, I can now do all the things via Salesmate without missing a follow-up. And I can efficiently observe my sales team also. Happy to have a very professional demo, continuous and instant customer support, and after purchase support which is the most important thing. Kudos to the Salesmate team. Glad to have you with us.
  • Call monitoring
  • Automated activities
  • Push calls
  • Email automation
  • Email open tracking can be improved.
Best Suited: To automate sales follow-ups without missing a single deal. Less appropriate: calling charges are a little more expensive.
Score 10 out of 10
Vetted Review
After going through a load of other crap CRM's (here's looking at you Active Campaigns, Pipedrive, Hubspot) I found Salesmate. After trying almost all of the CRM's on the market, and throwing good money after bad, I was pretty disillusioned that I could find something that offered reasonable value for money. Like an oasis in the desert, Salesmate has refreshed our faith in what a CRM can be. We're passionate users and proponents of Salesmate for our own SaaS sales organization so when we work with you, you can rest assured we believe in both their product and ours.
  • 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.
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!
October 28, 2021

Salesmate Review

Score 9 out of 10
Vetted Review
Verified User
It has been used by the sales department. We use it for sales tracking, deals, contacts/company information and for calling our international clients. It has helped me alot as it stores all the needed information on one platform. Plus we can track the performance as an individual or together as a team. The interface is very easy and organised.
  • 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
It is very useful for sales department particularly. Very elaborate and easy software. one place to handle all your daily work. Best to track a deal/enquiry. can be useful when used in teams.
Some drawbacks are the page settings. When we hit back button the page does not stay in the exact same position but goes to the top. ie. companies page, if we enter a company and go back to the companies list, it jumps back to the top. its exhausting to keep scrolling
Michael Eastwood | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We originally set out to find a sales CRM to update from our existing system, in a way to simplify the sales process and get better reporting. After overviewing the features of Salesmate, I quickly opened to the possibility of using Salesmate not just for the sales side, but also for the marketing. With the options of forms, automation and bulk-email send, it made more sense to us to use it for all avenues of customer relationship management, to give us a better 360-degree view of our prospects and members. We know use Salesmate for our entire operational suite, and so far, it's been fantastic. Very nice interface, great features and fantastic support.
  • User interface & Usability
  • Customization
  • Reporting & Data tracking
  • Automation of tedious tasks
  • Better system for mass-emails
  • Improved user permissions and visability
Nothing is perfect in life, but to give this a 9/10 wouldn't seem just as it's just such a good system. The features you get, for the price are just unbeatable...and I looked into a LOT of different systems before pulling the trigger on Salesmate. The app is smooth and works well, there is plenty of customizability and unlike most systems where I think 'It would be great if it did THIS' - with Salesmate 95% of the time, there is a way to do it, workaround or it is in the pipeline of tasks to implement.

This is really well-architected software, at a great price, with great support. Not much more you could ask for. If you're looking at others mid-range software like Pipedrive, Freshsales, Agile or the like - I would strongly recommend Salesmate as the best solution...not sure how it would stack up to the Salesforce/HubSpot of the world, but the price to value ratio would likely put Salesmate in at #1.
David Devito | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Salesmate was recommended by a colleague and it was a brilliant recommendation. My industry is entirely different than his and yet, I was able to adapt the program to my needs. I can’t begin to explain how much this CRM has improved my business and my ability to remain organized.
  • Organize
  • Work Flow
  • Sales integration
  • Some integration features could be smoother.
Keeping track of sales and event scheduling made this invaluable to me. Recording the sales and where I am in the process makes organizing so smooth.
Score 9 out of 10
Vetted Review
Verified User
We use Salesmate to create a sales pipeline, keeping ourselves and the client information organized, along with our emails communications. It saves a lot of time.
  • Email tracking
  • Customization
  • Good customer service.
  • Mobile app could have been easier to use.
  • Email search should have been made simple.
We recommend it to Sales departments that are looking for the best productive results. We use it for tracking communications with clients to keep ourselves updated—the best CRM.
Kevin Johnson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We currently use Salesmate throughout our organization. Initially it was implemented for our sales department only. Salesmate has so many great features that we have now expanded it throughout our organization. The use of different pipelines, customizable fields, automation, and customizable sharing features has allowed us to expand its use within our company.
  • 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.
Fantastic CRM with amazing flexibility. Appropriate for all scenarios where tracking communication with clients is a necessity.
Alexander Ceranek | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use Salesmate for a CRM (like Pipedrive), Telephone System (like Ring Central), Email Campaigns (Like Mailchimp), SMS Campaigns (like SlyText) and many more features! Integrated with woo commerce/shopify for e commerce management + pipelines for wholesale B2B operations. Power Dialer, Smart Queue amongst many more features!
  • CRM
  • VOIP/Telephone
  • Email Campaigns
  • SMS Campaigns
  • Integrations
  • Perhaps more training videos - and real life cases
  • Pre Made Templates for work flows (they will custom build anything A+ support and service)
I replaced a list of programs with Salesmate

I got rid of FreedomVoice, Ring Central, Pipedrive, Mailchimp, slyText, Typeform & a few I'm probably missing.
Score 9 out of 10
Vetted Review
Verified User
It is used by myself and my boss, a CPA. It allows us to keep track of communication at key points of the year with tax clients. It allows all our communication to be seen in one place, which is SO VITAL since we both work at home. I can see if he even texted someone, then call them or email them, see who their significant other is, their birthday, if they've reviewed us online, all in one place without having to look elsewhere.
  • 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.
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.
Nika Apriashvili | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Salesmate is the tool I stumbled upon in my search for a perfect CRM for small businesses. I had an experience of using Hubspot and Pipedrive, but they were too clanky and convoluted. I was looking for something user-friendly. For a one-man-show company, I was also looking for something affordable. Voila! Salesmate comes along. It hits all the buttons, and I'm happy that it exists.
  • Sequences
  • Data import
  • Emailing
  • Task management
Salesmate is a charm when it comes to working with a huge database of contacts and companies. It falls a bit short when everyone at the same time wants to do intricate task management, such as creating the subtasks.
Sandro Marc-Charles | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
I use Salesmate to manage various sales pipelines for my business. It keeps me organized so I know the stage of the client. It also helps keep my email conversations organized. The sequencing feature saves me a lot of time with automated follow up emails, and the goal setting feature helps keep me on target.
  • 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.
I think Salesmate is very suitable for a business that offers several product or service lines. I'm sure it's also suitable for businesses that have only one service or product. I think it may be less suitable for those that are very challenged by technology.
Return to navigation