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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.

7.3
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

(1-11 of 11)
Companies can't remove reviews or game the system. Here's why
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
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 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.
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.
Nika Apriashvili | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Salesmate is the tool I stumbled upon in my search for a perfect CRM for small businesses. I had an experience of using Hubspot and Pipedrive, but they were too clanky and convoluted. I was looking for something user-friendly. For a one-man-show company, I was also looking for something affordable. Voila! Salesmate comes along. It hits all the buttons, and I'm happy that it exists.
  • Sequences
  • Data import
  • Emailing
  • Task management
Salesmate is a charm when it comes to working with a huge database of contacts and companies. It falls a bit short when everyone at the same time wants to do intricate task management, such as creating the subtasks.
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 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.
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.
Score 8 out of 10
Vetted Review
Verified User
Salesmate is being used by the sales team track all activity including contacts, companies, leads, building a pipeline, and managing the sales cycle of perspective clients. Salesmate helped us solve the issue of being able to deliver our message to more people much faster. Previously, we used email templates that included our message that could only be sent out one person at a time which made reaching the masses near impossible. Now we can reach out to thousands of prospects in the time it took to reach out to only a few.
  • Service is Awesome! The people handling the Chat are REAL individuals who are responsive and strive to provide you with every insight and nugget possible to help make the user experience simple and pleasant.
  • I like the email sequence functionality where i can reach out to the masses quickly and be able to track their response rate, open rate and a few other stats that can tell us if our message is being received or ignored.
  • The simplicity of the program makes it very easy to log activity. Although I do wish the activity feature would include a dropdown option for sending an email, the rest of the system is easy to navigate and nothing is more than just a few clicks away.
  • If emails have failed to be sent out (because of server constraints) you can resend them to those people. However to do so, you have to click on each one individually to then select to re-enroll them in the email campaign. this is time consuming and I would recommend an option to "re-enroll ALL"
  • when sending out bulk emails it would be nice to have the stat of those emails that came back as undeliverable. With people changing roles so quickly nowadays, this stat is critical to understand why open and response rates may be so low if this is the case.
I think Salesmate is really suited for the small and medium sized markets to manage and track sales activity. It provides you what you need and is not overloaded with all the extras you won't use, and you are charged appropriately for that. I would see Salesmate being a little too scaled down for say a larger enterprise organization where multiple organizations within the company need access to handle customer care, sales pricing like a CPQ, other more intricate processes that enterprise organizations have.
Matthew Gehrman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Salesmate is used in our day to day operation across the company. This application replaced our prior pipeline management tool and has allowed us to handle all customer communication on one platform.
  • Pipeline customization including custom fields
  • Two way email integration & click to call feature
  • Incredible customer service
  • Always looking to improve the product
  • Excellent price per user in comparison to some of the other tools available and other tools we've leveraged in the past.
  • The ability to switch between deals directly from within the deal itself
  • Load time could be improved however we have at any given time 180 + leads in the pipe
  • Ability to separate user rights per pipeline, i.e. having two separate team pipelines and each team can only see their leads.
Salesmate is an excellent pipeline tool and I've been very happy with making the switch from Pipedrive. The reporting tool is excellent when reviewing conversions, total sales, and average turn times per stage. I'm especially happy with the ability to download custom reports however I would like to also have the ability to do so with the pre-defined reporting.
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