Salesmate Reviews

3 Ratings
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Score 8.0 out of 100

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August 17, 2018
Matthew Gehrman | TrustRadius Reviewer
Score 10 out of 10
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Verified User
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Salesmate is used in our day to day operation across the company. This application replaced our prior pipeline management tool and has allowed us to handle all customer communication on one platform.
  • Pipeline customization including custom fields
  • Two way email integration & click to call feature
  • Incredible customer service
  • Always looking to improve the product
  • Excellent price per user in comparison to some of the other tools available and other tools we've leveraged in the past.
  • The ability to switch between deals directly from within the deal itself
  • Load time could be improved however we have at any given time 180 + leads in the pipe
  • Ability to separate user rights per pipeline, i.e. having two separate team pipelines and each team can only see their leads.
Salesmate is an excellent pipeline tool and I've been very happy with making the switch from Pipedrive. The reporting tool is excellent when reviewing conversions, total sales, and average turn times per stage. I'm especially happy with the ability to download custom reports however I would like to also have the ability to do so with the pre-defined reporting.
Read Matthew Gehrman's full review

Feature Scorecard Summary

Customer data management / contact management (1)
Workflow management (1)
Opportunity management (1)
Integration with email client (e.g., Outlook or Gmail) (1)
Interaction tracking (1)
Lead management (1)
Task management (1)
Reporting (1)
Pipeline visualization (1)
Customizable reports (1)
Custom fields (1)
API for custom integration (1)
Single sign-on capability (1)
Role-based user permissions (1)
Marketing automation (1)
Mobile access (1)

What is Salesmate?

Salesmate is a sales CRM that is designed to help sales reps be more productive, increase their sales and engage deeply with their customers. The vendor’s value proposition is that Salesmate makes it easier for businesses to manage their pipeline, save time at all stages of the sales cycle and win new customers.

Salesmate Features

Sales Force Automation Features

Has featureCustomer data management / contact management
Has featureWorkflow management
Has featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Has featureContract management
Has featureQuote & order management
Has featureInteraction tracking
Has featureChannel / partner relationship management

Marketing Automation Features

Has featureLead management
Has featureEmail marketing

CRM Project Management Features

Has featureTask management
Has featureReporting

CRM Reporting & Analytics Features

Has featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports

Customization Features

Has featureCustom fields
Has featureCustom objects
Has featureScripting environment
Has featureAPI for custom integration

Security Features

Has featureRole-based user permissions
Has featureSingle sign-on capability

Integrations with 3rd-party Software Features

Has featureMarketing automation

Platform Features

Has featureMobile access

Salesmate Screenshots

Salesmate Video

Visit to watch Salesmate video.

Salesmate Integrations

Mailchimp, Google Drive, RingCentral, ActiveCampaign, Shopify, Squarespace, Zapier, Wufoo, Slack, Google Calender, Web Merge, Clearbit

Salesmate Competitors

Salesmate Pricing

  • Has featureFree Trial Available?Yes
  • Has featureFree or Freemium Version Available?Yes
  • Does not have featurePremium Consulting/Integration Services Available?No
  • Entry-level set up fee?Optional

Salesmate Customer Size Distribution

Small Businesses (1-50 employees)
Mid-Size Companies (51-500 employees)
Enterprises (> 500 employees)

Salesmate Support Options

 Free VersionPaid Version
Live Chat

Salesmate Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android, Mobile Web