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Overview

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,…

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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 …
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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 …
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The Best Solution For Your Business

10 out of 10
November 04, 2021
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 …
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Awards

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
  • Customer data management / contact management (42)
    9.9
    99%
  • Workflow management (42)
    8.1
    81%
  • Custom fields (42)
    7.9
    79%
  • Integration with email client (e.g., Outlook or Gmail) (43)
    7.9
    79%

Reviewer Pros & Cons

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Pricing

View all pricing

Starter

$15

Cloud
per user monthly (20% off for annual subscriptions)

Growth

$30

Cloud
per user monthly (20% off for annual subscriptions)

Boost

$50

Cloud
per user monthly (20% off for annual subscriptions)

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://www.salesmate.io/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

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

YouTube

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

YouTube

salesmate demo (by Desk Solutions)

YouTube

LionDesk CRM Demo Review vs Salesmate for Real Estate Agents

YouTube

Salesmate Smart Filters and Views

YouTube
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Features

Sales Force Automation

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

8
Avg 7.7

Customer Service & Support

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

8.2
Avg 7.5

Marketing Automation

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

7.2
Avg 7.6

CRM Project Management

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

8.9
Avg 7.6

CRM Reporting & Analytics

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

8.5
Avg 7.6

Customization

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

7.4
Avg 7.6

Security

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

8.5
Avg 8.3

Integrations with 3rd-party Software

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

7.2
Avg 7.2

Platform

7.9
Avg 7.5
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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 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.

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 Customer data management / contact management highest, with a score of 9.9.

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

Salesmate Customer Size Distribution

Consumers15%
Small Businesses (1-50 employees)25%
Mid-Size Companies (51-500 employees)50%
Enterprises (more than 500 employees)10%
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Comparisons

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Reviews and Ratings

(50)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Salesmate has proven to be a valuable tool for users across various industries, providing solutions to a range of challenges. With Salesmate, users have successfully managed multiple sales pipelines and effectively tracked the stage of each client. The software's email organization and tracking capabilities have improved communication efficiency by allowing users to easily manage email conversations with clients. Users have also saved time by automating their follow-up emails through Salesmate's sequencing feature.

Another key use case of Salesmate is its goal setting feature, which has helped users stay on target with their sales activities. By setting goals within the software, users can track their progress and ensure that they are meeting their targets. Additionally, Salesmate's integration with API has allowed users to streamline their lead generation processes by generating leads from their websites.

Salesmate has also been praised for its seamless communication capabilities. With reliable email delivery and integration with Gmail, users can communicate with customers effortlessly. Furthermore, Salesmate supports communication through various channels such as email, SMS, WhatsApp, and chat, providing flexibility for users to engage with their customers in the way that suits them best.

The level of support provided by Salesmate has received high praise from users, contributing to overall customer satisfaction. The intuitive interface of the software has made it easy for users to navigate and utilize its features effectively. Additionally, Salesmate offers endless configuration and customization options, catering to different business needs.

By integrating with platforms like WooCommerce and Shopify, Salesmate has facilitated e-commerce management for users. It has also helped sales teams manage contacts, companies, leads, and the sales cycle of prospective clients. Users have utilized Salesmate to track tasks, activities, text messages, phone calls, and emails for clients, creating a centralized database.

Salesmate's integration with QuickBooks and DocuSign has streamlined document signing and financial management processes for users. The software's native calling and texting feature has enhanced communication capabilities. Moreover, Salesmate's robustness and user-friendliness have made it a preferred choice for users compared to other CRM options.

Overall, Salesmate has proven to be a versatile CRM solution that addresses the diverse needs of users across industries. Its features and capabilities contribute to improved organization, streamlined processes, and efficient communication, making it an essential tool for sales, marketing, and customer relationship management.

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.

Limited customization options: Some users have expressed the desire for more flexibility in customizing Salesmate to suit their specific business needs. They would like the ability to remove modules that are not applicable to their business, as well as customize fonts and colors.

Inconsistent functionality across devices: Several reviewers have mentioned that there are certain functionalities that do not work properly on the iPad compared to desktop. While they consider this issue to be minor, they still suggest improving the performance and ensuring a consistent user experience across different devices.

Need for better automation features: A common concern raised by users is the need for more robust automation features. Some users feel that while the app works fluently when set up properly, they would like to see improvements in areas such as chatbots and templates for sales pipelines. They also express a desire for automation triggers for deal pipeline stages and calendar scheduling, suggesting that these enhancements would greatly improve their workflow efficiency.

  • Users commonly recommend Salesmate for small and mid-sized businesses, emphasizing its suitability for their specific needs. They mention that the software helps in solving actual business problems and provides valuable analytics and insights.

  • Another common recommendation is for Salesmate to enhance its reporting capabilities and allow for scheduled data exports. Users believe that these improvements would further enhance their ability to analyze and track customer interactions.

  • Users also frequently recommend Salesmate as a cost-effective alternative to Hubspot and Pipedrive, especially for sales purposes. They highlight the software's seamless functionality and ease of use, making it a desirable choice for businesses looking for an affordable CRM solution.

Attribute Ratings

Reviews

(1-25 of 43)
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Soundar Manoharan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Salesmate is helping me to maintain my proper Hot, warm and Cold leads and helping in following up those leads. This way I do not miss any follow-ups and eventually this leads me in building a good pipeline. It can also provide a desktop pop-ups and emails notifications for the follow-ups on a daily basis.
Akash Battaru | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Salesmate is well suited to maintain all the data related to our prospects.
  • Salesmate is user friendly.
  • It also supports calling facility as it supports dialer.
  • Helps to run email campaign.
  • We can schedule tasks.
  • We can add meeting notes specific lead.
  • We can create opportunities.
  • Helps to track email activities.
  • We can add email templates.
  • Easily import or export the data.
  • Need to improve dashboards where I feel it is less appropriate.

Manikyala Dirisala | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 10 out of 10
Vetted Review
Verified User
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.
Adam O'Leary | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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 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
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
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
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
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 10 out of 10
Vetted Review
Verified User
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
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 10 out of 10
Vetted Review
Reseller
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 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
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.
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