TrustRadius Wasting Time & Start Using SalesmateSalesmate 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.,10,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.,Pipedrive and Zoho CRM,HelloSign, Slack,3,3,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,10
2 Ratings
Score 7.8 out of 101
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Salesmate Reviews

2 Ratings
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Score 7.8 out of 101

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Feature Scorecard Summary

Customer data management / contact management (1)
Workflow management (1)
Opportunity management (1)
Integration with email client (e.g., Outlook or Gmail) (1)
Interaction tracking (1)
Lead management (1)
Task management (1)
Reporting (1)
Pipeline visualization (1)
Customizable reports (1)
Custom fields (1)
API for custom integration (1)
Single sign-on capability (1)
Role-based user permissions (1)
Marketing automation (1)
Mobile access (1)

About Salesmate

Salesmate is a sales CRM that is designed to help sales reps be more productive, increase their sales and engage deeply with their customers. The vendor’s value proposition is that Salesmate makes it easier for businesses to manage their pipeline, save time at all stages of the sales cycle and win new customers.

Salesmate Features

Sales Force Automation Features
Has featureCustomer data management / contact management
Has featureWorkflow management
Has featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Has featureContract management
Has featureQuote & order management
Has featureInteraction tracking
Has featureChannel / partner relationship management
Customer Service & Support Features
Does not have featureCase management
Does not have featureCall center management
Does not have featureHelp desk management
Marketing Automation Features
Has featureLead management
Has featureEmail marketing
CRM Project Management Features
Has featureTask management
Does not have featureBilling and invoicing management
Has featureReporting
CRM Reporting & Analytics Features
Has featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports
Customization Features
Has featureCustom fields
Has featureCustom objects
Has featureScripting environment
Has featureAPI for custom integration
Security Features
Has featureRole-based user permissions
Has featureSingle sign-on capability
Social CRM Features
Does not have featureSocial data
Does not have featureSocial engagement
Integrations with 3rd-party Software Features
Has featureMarketing automation
Does not have featureCompensation management
Platform Features
Has featureMobile access

Salesmate Screenshots

Salesmate Integrations

Mailchimp, Google Drive, RingCentral, ActiveCampaign, Shopify, Squarespace, Zapier, Wufoo, Slack, Google Calender, Web Merge, Clearbit

Salesmate Competitors


Has featureFree Trial Available?Yes
Has featureFree or Freemium Version Available?Yes
Does not have featurePremium Consulting/Integration Services Available?No
Entry-level set up fee?Optional

Salesmate Customer Size Distribution

Small Businesses (1-50 employees)
Mid-Size Companies (51-500 employees)
Enterprises (> 500 employees)

Salesmate Support Options

 Free VersionPaid Version
Live Chat

Salesmate Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android, Mobile Web