Skip to main content
TrustRadius

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,…

Read more
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 …
Continue reading

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 …
Continue reading

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 …
Continue reading
Read all reviews

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
Return to navigation

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
Return to navigation

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
Return to navigation

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
Return to navigation

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%
Return to navigation

Comparisons

View all alternatives
Return to navigation

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

(1-17 of 17)
Companies can't remove reviews or game the system. Here's why
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.
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 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 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
October 28, 2021

Salesmate Review

Score 9 out of 10
Vetted Review
Verified User
It has been used by the sales department. We use it for sales tracking, deals, contacts/company information and for calling our international clients. It has helped me alot as it stores all the needed information on one platform. Plus we can track the performance as an individual or together as a team. The interface is very easy and organised.
  • Calling via the app
  • Company and clients detailed profile
  • Tracking performance
  • Multiple tabs for emailing. We can only send mail on one tab unlike gmail
  • Clarity of calls
  • Leave the page in the same spot when hit the back button
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
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.
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.
Score 9 out of 10
Vetted Review
Verified User
It is used by myself and my boss, a CPA. It allows us to keep track of communication at key points of the year with tax clients. It allows all our communication to be seen in one place, which is SO VITAL since we both work at home. I can see if he even texted someone, then call them or email them, see who their significant other is, their birthday, if they've reviewed us online, all in one place without having to look elsewhere.
  • Streamlines client communication.
  • Keeps coworkers up to date.
  • Is designed in a clean, simple way — I'm a graphic designer too, I would know. :-).
  • Records calls.
  • The search feature can be buggy and does not allow for highlighted text to be typed on. You must clear the box or hit backspace before typing. The only app in my life that does this.
  • The dashboard button is pointless if it still makes you choose between legacy or classic.
I'm not sure exactly where is would be less or even not appropriate, however, it is appropriate and helpful for us, because with tax clients and the sudden uptick in our communication, things can get messy real fast. Especially with us working from home and communication isn't as simple as yelling across a hallway. We need to be 100% up to date on communication or we risk re-calling people, or even missing calls or requests. Salesmate keeps everything in one convenient location, so I can see a client's birthday, spouse, vitals, AND when we last contacted them on one screen. So nice.
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.
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 10 out of 10
Vetted Review
Verified User
Salesmate has been used to import and organize our leads for the purposes of calls, emails, and texts. This organization and customization of the information increased or contracts and sales. It's very user-friendly and the customer support is fabulous.
  • Making phone calls through browser or cell phone.
  • Easy to set up relationship information.
  • You can do the import yourself.
  • Worldwide mobile access.
  • Syncs to Gmail and Calendar.
  • Enter leads individually or in bulk.
  • Sharing capabilities.
  • Bad email notifications sent back to Salesmate, connected to the contact's history.
Salesmate is great for cold calling for sales and commercial real estate.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use it every day to manage the relationship with my customers. It's deployed on a small scale, since it's a individually owned company. All my client base and data is safely stored on it to allow my to manage the e-mail, activity, offers and deals. I wouldn't be able to be so effective if I wasn't using salesmate.
  • Customer support
  • Interface
  • Mobile integration
  • Functionnalities (quite a lot of useful ones)
  • If we could see the files in the customer history, even those exchange in e-mails, it'd be great
  • Can't think of anything else.
If you need to have a system that helps you manage your customer without crushing you under an immense amount of tasks/workload, Salesmate is the best in my opinion. The functionalities allows a great deal of management and ease the work greatly. I use most CRM functionalities and I couldn't be more satisfied. I probably save 2 to 5 hours a week using Salesmate.
February 28, 2021

Salesmate rocks!

Rob Lasa | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I have been searching for over 3 years for a CRM that fits my very specific needs, and I am even spending money to create my own CRM at the moment, but then I decided to do another trial with Salesmate. WOW! They have made some serious improvements and enhancements in the last 2 years. I am currently porting over my ringcentral numbers to Salesmate, and can't wait to get started! I will be utilizing the API as well to connect to my industry specific management system. Do yourself a favor, and sign up asap. The mobile app alone is worth it - everything you need in ONE app!
  • Mobile app is phenomenal - everything you need in one app
  • Inbox + Team Inbox are exceptional - team collaboration included
  • Deal pipelines and customization is a much needed plus
  • Webchat and webforms are needed
  • Facebook and Whatsapp chat would be great
  • Automation triggers for deal pipeline stages
  • Calendar scheduling
Salesmate is well suited for the small agency with at least 2 users due to the team inbox and team collaboration features built in to the web app AND mobile app. It's still solid even for 1 user, but there are other CRMs out there that might be a better fit for a 1 user agency.
David Schardt | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use Salesmate as our sole CRM and phone system for our company. I have tried many other big-name CRMs for real estate, but Salesmate has been much better and more customizable to my exact business model. The speed is incredibly fast, which is important for a CRM. And I love how each user has a dedicated phone number so all communication stays inside the CRM.
  • It's super fast
  • It's completely customizable to fit your exact business
  • It has automated follow-up sequences
  • The iPhone app works great
  • The built-in phone system is fantastic
  • You will need to have some computer skills to be able to set up a lot of the automated workflows, but support is always there to help
It works great for the acquisitions side of my business and also the dispositions side. We do many aspects of real estate, and Salesmate works for all of them.
Return to navigation