Salesmate

Salesmate Reviews

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Score 9 out of 10
Vetted Review
Verified User
Review Source
Besides the quirky inability to type over [the] selected text in the search bar, and the buggy search sometimes not liking to find our clients by their certain first or last names, there is no issue for us with this software. We use it daily.
Score 8 out of 10
Vetted Review
Verified User
Review Source
The product is extremely well thought out. Most CRMs are too cluttered. They have an exhaustive feature set, which comes at a cost of not being able to do the basics well. From my perspective, Salesmate has focused on mastering the basics (database management, email tracking, task management, etc.), and only then has implemented more technical features on top. The design is also simple, but beautiful, which makes the product a joy to use.

Salesmate Scorecard Summary

Feature Scorecard Summary

Sales Force Automation (9)
91%
9.1
Customer data management / contact management (21)
97%
9.7
Workflow management (21)
84%
8.4
Territory management (10)
90%
9.0
Opportunity management (18)
97%
9.7
Integration with email client (e.g., Outlook or Gmail) (22)
97%
9.7
Contract management (11)
84%
8.4
Quote & order management (11)
87%
8.7
Interaction tracking (18)
97%
9.7
Channel / partner relationship management (10)
83%
8.3
Marketing Automation (2)
89%
8.9
Lead management (21)
97%
9.7
Email marketing (20)
82%
8.2
CRM Project Management (2)
82%
8.2
Task management (20)
82%
8.2
Reporting (17)
82%
8.2
CRM Reporting & Analytics (3)
82%
8.2
Forecasting (13)
83%
8.3
Pipeline visualization (20)
83%
8.3
Customizable reports (17)
82%
8.2
Customization (4)
87%
8.7
Custom fields (21)
94%
9.4
Custom objects (13)
81%
8.1
Scripting environment (6)
84%
8.4
API for custom integration (11)
89%
8.9
Security (2)
97%
9.7
Single sign-on capability (15)
97%
9.7
Role-based user permissions (18)
97%
9.7
Integrations with 3rd-party Software (1)
81%
8.1
Marketing automation (15)
81%
8.1
Platform (1)
97%
9.7
Mobile access (19)
97%
9.7

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 capture, assign, and nurture leads using web forms, emails, live chat widget, file import, and third-party lead sources.

Automation Journeys – Run multi-channel drip campaigns, schedule follow-ups, automate repetitive tasks, score leads, and automate end-to-end customer journey.

Sales Emails – Automate 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 – Convert website visitors into customers and also offer chat support on web and mobile. Use team inbox to deliver email support collaboratively.

Sales Sequences – Helps to save reps 30+ hours every month, and to never miss follow-ups with leads using an automated sales sequences.

Automate Data Entry – Automatically enrich contacts and track all emails, meetings, follow-ups, texts, etc. to eliminate data entry.

Sales Pipeline – Build a visual sales pipeline, forecast sales, set goals, and track rep activities to make sure no deals fall through the cracks.

Meeting Schedular – Enable prospects to book meetings online and save reps 10 hours of back-and-forth to schedule 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

Track your deals through a sales pipeline. Close more deals by staying focused and organized.With our mobile applications, your reps can enjoy using Salesmate on the road.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.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.Built-in calling and texting makes Salesmate a turnkey solution to onboard any new sales rep in your office or remote.

Salesmate Video

Salesmate Integrations

Salesmate Competitors

Salesmate Pricing

More Pricing Information

SaaS Editions Pricing
Pricing DetailsTerms
Starter$15per user monthly (20% off for annual subscriptions)
Growth$30per user monthly (20% off for annual subscriptions)
Boost$50per user monthly (20% off for annual subscriptions)

Salesmate Customer Size Distribution

Consumers15%
Small Businesses (1-50 employees)25%
Mid-Size Companies (51-500 employees)50%
Enterprises (more than 500 employees)10%

Salesmate Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web

Frequently Asked Questions

What is Salesmate's best feature?

Reviewers rate Customer data management / contact management and Opportunity management and Integration with email client (e.g., Outlook or Gmail) highest, with a score of 9.7.

Who uses Salesmate?

The most common users of Salesmate are from Small Businesses and the Insurance industry.