Salesmate

Score10 out of 10

56 Reviews and Ratings

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 captures, assigns, and nurtures leads using web forms, emails, live chat widget, file import, and third-party lead sources.

Automation Journeys – Supports multi-channel drip campaigns, schedules follow-ups, automates repetitive tasks, score sleads, and automates end-to-end customer journey.

Sales Emails – Automates 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 – Converts website visitors into customers and also offer chat support on web and mobile. A team inbox can be used to deliver email support collaboratively.

Sales Sequences – Save reps time and prevents follow-ups with leads using an automated sales sequences.

Automate Data Entry – Automatically enriches contacts and tracks all emails, meetings, follow-ups, texts, etc. to eliminate data entry.

Sales Pipeline – Includes a visual sales pipeline, salesforecasting and goal setting, and tracks rep activities to make sure no deals fall through the cracks.

Meeting Schedular – Enables prospects to book meetings online and save reps time that would have been spent on scheduling 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.

Categories & Use Cases

Media

Track your deals through a sales pipeline. Close more deals by staying focused and organized.

With our mobile applications, your reps can enjoy using Salesmate on the road.

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.

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.

Built-in calling and texting makes Salesmate a turnkey solution to onboard any new sales rep in your office or remote.

1 / 5

Opportunity management
Users can track deals and create quotes.
Category average: 8.5
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Category average: 8.3
Call center management
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
Category average: 7.7

Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
Scripting environment
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
Category average: 7.5
Forecasting
The software helps users accurately forecast sales based on volume and conversion metrics.
Category average: 7.9

Bryan Hughes View profile

Owner in Marketing at Regional Lift Marketing (1-10 employees employees)

Use Cases and Deployment Scope

I use Salesmate to help keep my business organized and efficient. I use it everyday for emails, organizing contracts, and automating different processes such as onboarding, and email/text reminders. It allows me to connect my Google Workspace and calendar for scheduling, and it will automatically create contacts for me based on the various platforms I use to get leads. Everything I need goes through Salesmate so that I can have it all in one place.

Pros

The customer service is the best I've ever seen from a company
The price is very affordable for a CRM with all the same features as the bigger CRM players.
The automation features are amazing at helping you stay efficient with your time.

Cons

I really haven't run into any features that I don't use or appreciate being there yet.

Return on Investment

It's really not that expensive for everything it offers. The ability to stay this organize with so many different features is so worth it!

Usability

Other Software Used

Google Ad Manager, Meta Business Manager

Olivia Wall

CEO in Marketing at The Firebrand Marketing (1-10 employees employees)

Use Cases and Deployment Scope

I am starting a marketing agency and this CRM is so well planned out and developed. I have nothing but good to say about the platform and application. Salesmate’s customer service is second to none and I can safely say, the quality of this product is worth every dollar I spent.

Pros

Data input
Seamless Integrations
Lead management

Cons

I don’t have anything to report as of yet. Very easy to use and straightforward compared to other CRM’s I’ve used

Return on Investment

I’m relatively new so I haven’t been with Salesmate long enough to receive my first ROI

Usability

Lori Powers

Founder at Triarc Group, LLC (1-10 employees employees)

Use Cases and Deployment Scope

CRM, email marketing, text marketing, form submission. Keeps all parts of the business in 1 place and you can grow with it. We currently use smart Flows, contact, emails, text, power dialer and templates.

Pros

Easy to manage multiple types of contacts/companies all in the same place.
Easy to email or text multiple clients using templated messaging.
Power dialer included in the service is a huge deal breaker.
Tech support like no other company that I have ever done business with.

Cons

Connection with email domain was a little hard to establish but tech support helped out.
Smart Flows could be a little more intuitive for those not sure how they work but the tech support helps with that as well.
AI integrations are not there yet but I hear that it will be implemented shortly.

Return on Investment

Having just opened my agency, to have everything in one place with ease of use and great tech support has allowed me to focus on growing my business not keeping up with it.

Usability

Other Software Used

Zapier, ChatGPT, Google Workspace

Giancarlo Andriano

President/Owner in Corporate at Giancarlo Andriano (1-10 employees employees)

Use Cases and Deployment Scope

Absolutely love Salesmate! This is my fourth CRM, and I’ve tried at least six others. After extensive research and using various options through my real estate company, I can confidently say that Salesmate stands out.First and foremost, the price point is unbeatable. On top of that, their customer service is truly exceptional. Whenever I encountered an issue I couldn’t resolve, their support team was quick to help and provided effective solutions.The platform is perfectly laid out and includes every feature I could think of. They offer numerous workarounds to help you save money. For instance, if you're hesitant to commit to automations, they provide alternative options. If you’re not satisfied with the dialer, they suggest several other companies you can integrate with.Salesmate's platform is open and flexible, featuring all the necessary APIs and Zapier integrations. I can't praise this product enough! The willingness to train users is also a huge plus. Overall, Salesmate has exceeded my expectations, and I highly recommend it to anyone in need of a robust CRM solution.

Pros

Best platform
Best customer service
Best integration

Cons

I have nothing to offer here

Return on Investment

Great tool

Usability

Luca Formenti View profile

CEO in Sales at ELEVA (11-50 employees employees)

Use Cases and Deployment Scope

We use Salesmate as our Sales CRM, to manage and control the Sales Process. We've been using Salesmate for a couple of year succesfully and we like the possibility to customize the Sales process for our different need (we have 2 business units with 2 differente process + many different activities going on).

We also use Salesmate for simple Marketing activities and Marketing automations