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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

View all 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.

8.1
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.

7.5
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.

8.6
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 30)
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Labanya Roy | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
1. Ease of use
2. Customizable Sales progress tracking dashboards
3. Intelligent email campaign tracking mechanism
4. Makes my campaigns GDPR compliant specially in Europe
5. Almost zero Downtime
6. Prompt Customer care response for solutions
  • 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.
  • 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
Best for -
Complete Sales and marketing management
Sales process automation
Email campaign automation
Reliable end to end CRM functionalities
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 without missing the timeline. This way I do not miss any follow-ups and eventually this helps me in building a good pipeline which lead to achieving my targets. As of now I do not find any shortcomings in Salesmate. As a Sales person I have worked with different CRM tools, like others Salesmate can also improvise their UI on timely basis to make it more user friendly.
  • End-to-End CRM activities
  • Customer database management
  • Dashboard Creation to monitor the sales activity
  • Can add more features in to get more info on Accounts
  • Improvise the UI
  • Pop-ups and email reminders for the follow-up
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
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. <br><br><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>
  • Email Tracking Activity
  • Opportunities
  • Customer Support
  • Maintaining Leads
  • Salesmate Dialer
  • Dashboards
  • Email Signature
  • Notifications
  • 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.

Score 10 out of 10
Vetted Review
Verified User
We are a motor finance broker generating leads from our website via API integration, our previous CRM provider, who we have been loyal to for 11 years, was lacking in certain areas, mainly in the successful delivery of emails.

We needed a solution to not only provide us with reliable email delivery, with Gmail integration but also enable lead distribution across our team. Salesmate not only gave us this but various other methods of communication too, enabling us to reach out to our customers using email, SMS, Whatsapp, chat, etc.. this gave us everything we needed.

We had trials with the so-called "big boys" in this field, namely Pipedrive, Zoho, and Hubspot, and whilst these products were all good, they didn't offer an "out of the box" complete solution for all areas and to get something workable was going to be expensive.

The real kicker for us with Salesmate is their level of support; it is by far the best I have experienced using any "SaaS" provider, they guarantee to respond in 3 mins on chat, and most of my emails were responded to [with a solution] also within 3 mins, which is brilliant and very important for us as a small business, helping us configure and customize the perfect environment for us to work with.

The interface is intuitive, very clear, and uncomplicated and provides a solution to any business niche due to the endless configuration and customization options, using their automation module, you can literally configure the system to do pretty much anything! If you are looking for a CRM that is configurable to work with any business, with first-class support, Salesmate is definitely one to consider.
  • Gmail Integration
  • Automation
  • Amazing Support
  • Clear Interface
  • Custom Dashboards
  • Team Management
  • Ability to perhaps remove some modules not applicable to our business
  • Font and colour customisation
  • Use of additional themes
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.
Carte Bisbee | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
Hello, <br><br>I originally purchased and installed Salesmate.io with the our fellow managers at our company. And honestly-- we have not looked back. <br><br>The robust systems and workflows enables the Operations manger to engage at a high level that can be quickly learned. This flow of the interface is sleek and the process to (almost) master the product is a low threshold. As both a manager and sales rep. And what I mean by that, is that the ability to learn the dynamics of a CRM is enhanced through Salesmate as a whole-- because the design and thoughtfulness that is/was put into the software. <br><br>It's honestly exponentially better than both HubSpot or Monday.com -- both of which I have extensive experience in. <br><br>And although the product is actually pretty good in of itself-- The best part (in my opinion) is the Customer Support. <br><br><b>Salesmate.io customer support team is INSANE AND HANDS DOWN the best team I have ever interacted with-- Suraj and Kruti have helped me with my problems regarding Workflows/CRMs than any video you can watch. </b><br><br>I am serious when I say they are there to help at a whim's notice and always get back to you as soon as possible. <br><br>It is honestly very impressive haha and inspiring the way this company is ran. <br><br>Overall, I would sincerely recommend to any company looking at a CRM especially companies that are small-mid size... Again, I've used Hubspot originally, and these guys blow them out of the water no joke. <br><br><br><br><br><br>
  • Customer Support
  • Marketing Automation/Sequence
  • Workflow Management and easy installation of data tracking
  • Tag / List tracking and contact sorting
Customer Support is well suited
Adam O'Leary | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Salesmate is amazing. Been trying to find a genuinely good CRM for a long time, and Salesmate has completely blown me away. The native calling and texting, especially inside of the app are amazing. And the support is Top Notch! Best support I've ever received from a CRM. I am currently using it for customer followup, and phone sales, which is what SalesMate excels upon. Their native calling and texting feature is super helpful, and works really well on desktop, mobile, and IPad. On top of that, I am currently going ahead and building in sequences, that are automated based on a No-Show, or an event that took place.
  • IPad app is incredible
  • Calling
  • Texting
  • Customization
  • Theirs some goofy things, that don’t function 100% on the IPad vs desktop, but it’s not devastating. Basically if you set up the systems properly, the app will work Fluenty. Just takes the time.
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 use Salesmate to
  • Receive leads via forms created in Salesmate CRM
  • When leads are received, a DEAL is created at the beginning stage
  • I receive notifications from CRM, and I contact customers for clarification of needs
  • I use its scheduling feature to schedule measurements for the cabinet business
  • With the texting feature, I can send customers pictures of samples and layouts
  • Customers are notified of the progress of their project each time the deal enters a new stage in the project/production pipeline
Salesmate has become our system of truth. ALL data related to deals and customers must live inside the CRM. We find the CRM has only useful features, and we will continue to use it in all our business processes.
  • Contact Management
  • Pipeline Management
  • Telephony
  • Deal Management
  • Automations
  • When manually entering data such as notes or activities, the form remains open even after submission
  • Multiple/redundant notifications are a small annoyance
  • When clicking on a contact from a deal, it opens the contact's edit form. When I don't want to edit, I just need to go to the contact page
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.
Andrea Blake, CMP | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
  • Tech support available via chat anytime
  • Full featured but not overly complicated
  • Phone and text options are great
  • A better way to distinguish clients and leads
  • Clearer way to assign roles to different people within an organization
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
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.
  • Very intuitive setup
  • Affordable pricing for startups or expanding businesses
  • They're support during the setup process was very quick and easy
  • Faxing - Hard to believe people still use fax but some of the people I do business with still use it. Adding a faxing option would make it more comprehensive.
  • Adding calendar functionality to calendars other than Google or Outlook would help.
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 8 out of 10
Vetted Review
Verified User
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.
  • Salesmate assists us in creating, personalising, automating, and delivering client-focused emails.
  • By connecting with our visitors and customers in real-time, it allows us to collect more leads and give exceptional service.
  • It's simple to keep track of your team's success with the Sales Activity Tracker. We can now plan ahead, keep track of our team's actions, and efficiently automate our sales process.
  • Inbuilt WhatsApp chat integration
  • When a contact calls, I'd like to see the deals linked with that contact on the mobile app.
Incredible CRM with exceptional flexibility. Appropriate for all types of businesses where keeping track of client communication is a must.
Score 10 out of 10
Vetted Review
Verified User
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.
  • Organizing customer information without duplicates
  • Email tracking to view who has opened your email or clicked a link
  • Push notifications to follow up with a warm or cold lead
  • It would be nice to white label the dashboard for our team.
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
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.
  • Automated workflows
  • Ease of use
  • Robust Feature set
  • Cost Effective
  • Customization Options
  • Cost of calling is relatively higher.
  • Option to integrate different telephony systems.
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 9 out of 10
Vetted Review
Verified User
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.
  • Sales automation
  • Customer Support
  • Third Party app integrations
  • Dashboards can be a little better but I am not complaining
  • Need more help with building automation journeys
If you are managing your sales leads via excel sheets, then Salesmate is great for you. It's not ideal if you are a very large organization.
Puja K | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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!
  • streamlining the sales cycle right from onboarding the leads to various stages to deal closure.
  • access to a scorecard
  • Automation of email campaigns
  • Like the timely assistance when in need
  • so far so good with the assistance from the team
  • calls within India should be integrated
  • Call pricing is relatively high
Best suited for Sales, service, etc
Rajesh Kumar Ghosh | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
"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.
  • Call monitoring
  • Automated activities
  • Push calls
  • Email automation
  • Email open tracking can be improved.
Best Suited: To automate sales follow-ups without missing a single deal. Less appropriate: calling charges are a little more expensive.
Michael Eastwood | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
  • User interface & Usability
  • Customization
  • Reporting & Data tracking
  • Automation of tedious tasks
  • Better system for mass-emails
  • Improved user permissions and visability
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.
David Devito | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Organize
  • Work Flow
  • Sales integration
  • Some integration features could be smoother.
Keeping track of sales and event scheduling made this invaluable to me. Recording the sales and where I am in the process makes organizing so smooth.
Score 9 out of 10
Vetted Review
Verified User
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.
  • Email tracking
  • Customization
  • Good customer service.
  • Mobile app could have been easier to use.
  • Email search should have been made simple.
We recommend it to Sales departments that are looking for the best productive results. We use it for tracking communications with clients to keep ourselves updated—the best CRM.
Kevin Johnson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
  • Telephony services
  • SMS/MMS integration
  • Customizable fields, pipelines, stages
  • Exceptional mobile platform
  • I would like to see them expand the telephony services to be more robust and replace our ring central account.
  • I would like to see the deals associated with a contact on the mobile app when a contact calls.
  • I would like a third option on the ring sequence that allows the sequential ring feature to be organized in the order I specify.
Fantastic CRM with amazing flexibility. Appropriate for all scenarios where tracking communication with clients is a necessity.
Alexander Ceranek | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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!
  • CRM
  • VOIP/Telephone
  • Email Campaigns
  • SMS Campaigns
  • Integrations
  • BEST SUPPORT IN THE WORLD
  • Perhaps more training videos - and real life cases
  • Pre Made Templates for work flows (they will custom build anything A+ support and service)
I replaced a list of programs with Salesmate

I got rid of FreedomVoice, Ring Central, Pipedrive, Mailchimp, slyText, Typeform & a few I'm probably missing.
Sandro Marc-Charles | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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 very customizable. If you can think it, it can do it.
  • I really appreciate the customer support. They are very responsive and helpful via the chat box.
  • I like how customizable the sales pipelines are. I also really appreciate being able to have more than one pipeline which is essential for a business that offers several different services or product lines.
  • I do wish the desktop pages would update immediately after entering information rather than having to refresh the screen. However, that's only a small inconvenience.
  • I have several Pipelines for different services. I wish the order of those was editable, but it is not.
I think Salesmate is very suitable for a business that offers several product or service lines. I'm sure it's also suitable for businesses that have only one service or product. I think it may be less suitable for those that are very challenged by technology.
Score 10 out of 10
Vetted Review
Verified User
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.
  • For each client, it tracks emails, text messages, activities, files, calendar events, phone calls, to-do items.
  • Customization is quite good -- you add fields you need. Like was discovery received, full payment, partial payment, etc. You can later run reports.
  • Integration with other apps is good; I use QuickBooks and DocuSign.
  • Customer service is very good.
  • They need to allow for exporting/reporting of text messages and emails.
  • On the mobile app, allow the linking of incoming calls to deal(case)/client.
  • The mobile app could be easier to use, but still very good.
  • Search functionality on emails could be better.
  • Ability to attach files greater than 10 MB to emails - noting most email apps have a 20 MB limit.
I use it for tracking, organizing everything I do for clients. It allows me to do billing much easier later and it allows for me to keep track of what is going on for each client.
Score 10 out of 10
Vetted Review
Verified User
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.
  • Very affordable and yet very capable software. I love the phone integration and tracking capabilities
  • Great UI very easy to learn and start using it immediately
  • Amazing customer support - usual response time is less than 5 minutes
  • Their automation feature is a bit hard to use if you are not very tech savvy
Salesmate is a brilliant CRM that works very well for most organisations. It is also very competitively prices. I spent a significant amount of time searching for a CRM that is affordable and will allow me to do EVERYTHING that I need - I'm glad I found Salesmate. Other CRM's like hubspot for example get quite expensive for the same set of features. Of course, using a CRM is only useful if you are selling higher ticket products and services.
March 13, 2021

Love it

Juan Carlos Barrera Velez | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Salesmate to Qualify leads, brings them through all of our sales process and the service side as well.
  • Their support system is great! There is always someone available to chat and help solve any possible issues
  • Very easy to use
  • great pricing
  • sequences available for cheaper plans
  • integrations with other apps
We have had a couple of situations where Salesmate could have done better, but we are very happy overall with it and not planning on switching anytime soon. they also seem to be adding new features constantly
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Email Tracking
  • Ease of Use
  • Design
  • Text Marketing
  • Customer Service
  • Migration
From experience, I would say Salesmate is perfect for a small business (no matter how complex the set-up needed), or a medium-sized firm with a cookie-cutter product/client offering. It is fantastic as an off-the-shelf, get-what-you-see product. However, as soon as you start trying to [customize] Salesmate to your liking, it starts to show cracks. We ran into a number of issues in this regard and found that the following were either not possible, or painstaking to implement: migrating custom fields, migrating notes, installing many-to-one custom fields, creating more than one product type, creating pipelines for more than one product type. Customer service at any of these junctures [was] lacking; the service provider typically did not understand what was being asked at first, and when they did finally understand, I was just pointed to submit a public forum request rather than given any meaningful help.
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