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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)
    8.2
    82%
  • Custom fields (42)
    8.1
    81%
  • Integration with email client (e.g., Outlook or Gmail) (43)
    8.1
    81%

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.

8.3
Avg 7.5

Marketing Automation

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

7.4
Avg 7.5

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.

8.6
Avg 7.6

Customization

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

7.6
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.

8.7
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 7.1

Platform

8.1
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

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
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.
Sales Force Automation (8)
90%
9.0
Customer data management / contact management
100%
10.0
Workflow management
90%
9.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
80%
8.0
Quote & order management
50%
5.0
Interaction tracking
100%
10.0
Channel / partner relationship management
100%
10.0
Customer Service & Support (1)
100%
10.0
Case management
100%
10.0
Marketing Automation (2)
80%
8.0
Lead management
100%
10.0
Email marketing
60%
6.0
CRM Project Management (2)
90%
9.0
Task management
90%
9.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
93.33333333333334%
9.3
Forecasting
90%
9.0
Pipeline visualization
100%
10.0
Customizable reports
90%
9.0
Customization (1)
100%
10.0
Custom fields
100%
10.0
Security (2)
95%
9.5
Role-based user permissions
90%
9.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
100%
10.0
Marketing automation
100%
10.0
Platform (1)
100%
10.0
Mobile access
100%
10.0
  • Huge positive impact on deal tracking
Salesmate is head and shoulders above these other systems when you weigh the price to features. Salesmate is simple to navigate and is packed with useful everyday features; all included at the same price. The standard features in Salesmate are additional or nonexistent features in other CRMs. In Insightly, for example, when you add telephony and texting, you will more than likely be close to $100 per user. These features are standard in Salesmate. In addition, Salesmate has an email client INSIDE the CRM, a feature not available in Insightly or Zoho.
The suitability of the software matches my business needs and exceeds expectations.
Support is very responsive.
3
Sales & Service
1
Very simple CRM - very little skills required.
  • Lead tracking
  • Deal management
  • Project tracking
  • Telephony
  • Multiple pipelines
  • Customer notifications
  • Customer service pipeline
Meets all our needs.
Yes
Zoho CRM - Very disconnected, system not integrated enough
Insightly CRM - Expensive & lacking features
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
Simply the greatest features to the price of all other systems.
Would not change.
  • Implemented in-house
No
Change management was minimal
  • No issues
No - All very straightforward and simple.
No
No
I had two accounts, and I paid into the wrong one. They immediately refunded and funded the correct account.
  • Pipelines
  • Deals
  • Telephony
  • None
Yes
Fantastic
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.
Sales Force Automation (9)
54.44444444444444%
5.4
Customer data management / contact management
90%
9.0
Workflow management
100%
10.0
Territory management
N/A
N/A
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
N/A
N/A
Quote & order management
N/A
N/A
Interaction tracking
100%
10.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support
N/A
N/A
Marketing Automation (1)
80%
8.0
Lead management
80%
8.0
CRM Project Management (2)
100%
10.0
Task management
100%
10.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
60%
6.0
Forecasting
N/A
N/A
Pipeline visualization
80%
8.0
Customizable reports
100%
10.0
Customization (2)
95%
9.5
Custom fields
100%
10.0
API for custom integration
90%
9.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
90%
9.0
Marketing automation
90%
9.0
Platform (1)
90%
9.0
Mobile access
90%
9.0
  • Making the switch to Salesmate has saved us a fair amount from our prior service where we had to pay for all the additional features we wanted, whereas Salesmate includes it right out the gate.
  • By utilizing this tool we're able to stay on top of the sales cycle and overall lead flow which directly impacts our bottom line.
  • In terms of ROI if you work the system and utilize the tool as it should then you will make sales.
Salesmate has a lot of similar features and functionality but where I feel they differ the most is the customer service, new feature integration, and a team that actually wants to develop the perfect pipeline management tool. Not only are they more competitive on the overpricing structure but I'm confident we'll be able to continue scaling with Salesmate as we grow the team.
3
Owner, Sales, Account Management
3
The system is self explanatory and very easy to navigate.
  • Pipeline management
  • Reporting & Data tracking
  • Customer information
  • Email integration has saved a lot of time
  • Analyze agency data on a granular level to aid in niche marketing efforts.
  • Maintain customer notes & work completed per client.
  • Track each individuals overall production within the system
  • Increase lead flow through the sales funnel
  • Integrate market automation tools with Salesmate & Zapier
Very happy with the customer service and the overall functionality of the program. With new features always being launched and discussed I'm looking fwd to growing with them.
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