TrustRadius Insights for Salesmate are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
High Level of Customization: Users have praised Salesmate for its high level of customization, allowing them to tailor the software to their specific needs. Many reviewers have expressed satisfaction with the ability to customize sales pipelines and fields, enabling them to track relevant information and adapt the software to their unique business processes.
Responsive Customer Support: The customer support provided by Salesmate is highly praised by users for being responsive and helpful. Numerous reviewers have commended the quick response time and willingness of the support team to assist with any issues or questions that arise. The chat feature, in particular, has been highlighted as a valuable tool for obtaining prompt assistance.
Seamless Integration with Gmail: Users find the integration between Salesmate and Gmail to be seamless and efficient. Several reviewers have mentioned the convenience of syncing emails, contacts, and calendar events between both platforms effortlessly. This integration allows for easy communication management within one unified interface, streamlining workflow processes for users who heavily rely on Gmail for their daily operations.
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.
Likelihood to Recommend
If you have multiple streams of gaining leads, Salesmate will help you stay organize with them all in one place. I've connected my Google Workspace account up to Salesmate and it's the only place I need to go now. If I need to talk to a lead or client, I go to Salesmate because it keeps a history of everything we've done together, has all their business information, and let's me keep notes for referencing back to that I'll easily be able to find.
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
Likelihood to Recommend
If you’re looking for over the top customer support, Salesmate is hands down the answer. Also, best bang for your buck and they outmatch all of their competition in the CRM world. I can say; save your time; money and mental energy and go DIRECTLY for Salesmate - not another product.
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.
Likelihood to Recommend
The ease of use and implementation. Tech support is stellar.
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.
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
Pros
Managing Sales Pipelines
Customizing Sales Pipelines
Automating small processes
Cons
Newsletter management could be better
Marketing automation
Third-party integrations
Likelihood to Recommend
Well suited for Sales Process and managing the sales pipeline, both in a product company or service-led sales process. Good to manage Customer Relationship in the Sales Process
Not as good in the Marketing automation and lead automation process or in the neswletter management. In case you have to go full-throttle in the Marketing automation, I will suggest different software
Salesmate is used as the CRM for our food production company. The use currently ranges from sales, customer service and finance departments. For my role, it is mainly used as a sales aid tool.
Pros
Pipeline organization
Contact information
Logging end user visits
Adding relevant contacts to relevant activities
Cons
Missing features on phone app
Ease of use when inputting end user data
Likelihood to Recommend
Managing and organizing sales data. Less appropriate on the road use.
4. Makes my campaigns GDPR compliant specially in Europe
5. Almost zero Downtime
6. Prompt Customer care response for solutions
Pros
Intelligent email campaign tracking mechanism - Gives us proper status of open, read , link clicked status etc, which helps us to retarget our prospect
Customizable Sales progress tracking dashboards - Dashboards automatically fetches data from available data and we can also allow people to clone and edit it, which for my team is very useful.
Almost zero Downtime - in last 2 years, it never happened that salesmate server was down.
Cons
skype call log integration would be awesome in the future.
Zoominfo integration in the future would be awesome.
other language than English support can be useful too
I use Salesmate in my organization to update leads, opportunities, Email campaigns, etc. The product addresses issues like Email campaigns, and maintaining all the lead details, notes, and opportunities we have. I usually update my all-prospect details in Salesmate, update all my meeting notes, schedule a task, and do an email campaign.
<ul><li>Particularly, an email campaign helps me to track all the details about the prospect whether he/she opened the email or not.</li></ul><ul><li>If they clicked on any links attached in the email.</li></ul><ul><li>It helps us to see who clicked on Unsubscribe button.</li><li>So, this helps me to track my email campaign activity where I can do a follow-up with the prospect based on these details given by the Salesmate.</li><li>And another good thing is we can add a email template directly into the Salesmate and schedule an email campaign.</li></ul>
Pros
Email Tracking Activity
Opportunities
Customer Support
Maintaining Leads
Salesmate Dialer
Cons
Dashboards
Email Signature
Notifications
Likelihood to Recommend
<ul><li>Salesmate is well suited to maintain all the data related to our prospects.</li><li>Salesmate is user friendly.</li><li>It also supports calling facility as it supports dialer.</li><li>Helps to run email campaign.</li><li>We can schedule tasks.</li><li>We can add meeting notes specific lead.</li><li>We can create opportunities.</li><li>Helps to track email activities.</li><li>We can add email templates.</li><li>Easily import or export the data.</li><li>Need to improve dashboards where I feel it is less appropriate.</li><li>
My organization had given me an opportunity to select tools for our managing the process of the entire sales organization at our company. I am a user of Salesforce earlier, where i know a very detail about that. We thought of exploring new tools that are there in the market. We have finalized three vendors - vTiger, Zoho, and Salesmate. Since we already new about Salesforce, we tried this to understand the process of each tool. Frankly, speaking Salesmate stood first when compared to other tools. Why? Ease of navigation, 360 degrees view of your contact, account, deal and activities. Dashboards and Reports are easy to configure. Local admin of the tool can modify the tool without much support from Salesmate. Salesmate had given good demos, knowledge repository and all the necessary tools to manage the complete sales cycle. As a Manager of the tool and also managing a team is really a daunting task to organize things and everyone need one stop shop to look at their activity, updates - This is where Salesmate Dashboards, reports and ease of navigation helped me and my team better organize our day to day tasks. Normally, Everyone for their monthly presentations - They prepare Presentations to show to the management. Here we are using Salesmate and presenting our monthly, quarterly and yearly reports. Thanks to Salesmate.
Pros
Dashboards - Individual, Team, Management, Reports are easy to configure
360 Degrees View at all levels - Contact, Account, and Deal Module.
Task Activity - This is where all your activities are captured - It could be your notes, emails, task, activity related to calls, meetings, Attachments related to that contact, account and Deal.
On top of this - All your email communication is synced at all times. So that a user can easily look at his past actions and make a right pitch either to the prospect to the management while you are reporting.
Cons
Salesmate should give integration with tools like ZoomInfo for database access.
Salesmate should allow to integrate with tools like Skype too, instead of using their existing dialers only.
Salesmate should add more charts to entice the reports.
Likelihood to Recommend
I think Salesmate is really well suited to report your work that you have done. For example, starting from the contact, creation and its related tasks which you have made while nurturing that contact, account is created when convert the contact or company into an opportunity. At this point, whatever tasks that are made from the date of contact, creation to till the closure of that particular opportunity can be seen in a single window.
As a manager - managing the team - I could clearly see the performance of my team by visiting their individual dashboards and at the same time, if required i could get into details of the opportunity. Here it is eliminating the interaction of my reportee everytime, where i could see his performance and enabling me to guide him.
