Salesmate

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.

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.

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.

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

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.

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.

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.

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.

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!

"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.

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.

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.

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.

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.

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.

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.

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!

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.

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.

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 the most powerful software application that I have found allowing me to track my legal cases by client. It is one of the few/only software companies that integrates a decently working VOIP (phone system) with a CRM (client management). Salesmate tracks any tasks and activities I do for clients, it tracks the text messages automatically per client, it tracks incoming and outgoing phone calls, it tracks incoming and outgoing emails (with the ability to easily link emails with clients and the emails show up in the software), it tracks calendar events for the clients, you can add custom fields like biographical information, strategy notes, it has a TO-DO list component. It has a built-in database with a good (not perfect) method of filtering and sorting information. This program is the best I've come across and I have looked at 50 and used about 5 CRMs noting that is rare to find a CRM that has VOIP integration. Even more intriguing about this program, it has integration with the mobile/cellular phones. This is a HUGE plus. It works well. I would say that this product is 95 percent perfect. It is heads and shoulder above the rest of the companies I've looked at. <br><br>There are some things that it needs to do better. The searching of emails in the app is not sophisticated. It does not export text messages and emails. The mobile phone app does not do a good job linking incoming calls with clients to deals (cases). This is a small gripe but one I think Salesmate staff will work to complete. <br><br>A HUGE PLUS FOR SALESMATE IS: This product integrates with QUICKBOOKS and DOCUSIGN (for having clients sign documents remotely). <br><br>The customer service is very good, not perfect. The price is good. You also have the ability to customize pipelines from first time calling clients, to perspective clients, to paying clients to closed cases. You have the ability to create fields including Boolean fields (true/false). Again, the built-in database is very good. The calendar could be better but I have found that I use the lists for looking at my calendar is actually faster and more efficient. There is a little bit of a learning curve but WELL WORTH IT. Note, for lawyers, you can change the name from the function of DEALS to CASES and then the system will make more sense to you. You set up a client, then you add DEALS (CASES) associated with that client. Another thing you can do is link files to your clients within the program. Very powerful. I love this product but am hoping they work on the exporting (reporting) functionality for texts and emails, linking incoming phone calls to clients' cases (deals), and I hope they make the calendar a little bit more user friendly.

Salesmate is our main CRM. We use it to follow up with leads and communication with anyone that has expressed interest in our consulting service.

We use Salesmate to Qualify leads, brings them through all of our sales process and the service side as well.

Our company uses Salesmate to manage communication and marketing with borrowers. Unlike traditional product/service companies, as a financial institution, we can have up to 5 different parties liaising by email about a loan: the borrower, a broker, 2 sets of solicitors, and a surveyor. By seamlessly syncing our Office365 emails with Salesmate and linking email chains to each [inquiry], we are able to effectively track communication with all parties on a loan. Like any good CRM, Salesmate also has great task management, custom contact/[inquiry] fields, and easy contact search/filtering, which makes completing deals far more efficient.

Salesmate is being used by our sales team which is a smaller division of a larger organization. It solves any problems not the least of being giving me the ability to manage all of my contacts/deals in one location. It is easy to use and doesn't require a ton of ramp up like Salesforce