BEST CRM
Rating: 10 out of 10
October 31, 2024
GA
Vetted Review
Verified User
1 year of experience
- Best platform
- Best customer service
- Best integration
Cons
- I have nothing to offer here
Starting at $15 per user monthly (20% off for annual subscriptions)
View Pricing 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,…
Learn from top reviewers
BEST CRM
Rating: 10 out of 10
October 31, 2024Absolutely love Salesmate! This is my fourth CRM, and I’ve tried at least six others. After extensive research and using various options through my real estate company, I can ...
Giancarlo Andriano
C-Level Executive - Corporate
President/Owner
Giancarlo Andriano
1 year of experienceGood for Sales Pipelines
Rating: 8 out of 10
September 26, 2024We use Salesmate as our Sales CRM, to manage and control the Sales Process. We've been using Salesmate for a couple of year succesfully and we like the possibility to customiz...
Easy to use and effective
Rating: 10 out of 10
July 15, 2024Salesmate is used as the CRM for our food production company. The use currently ranges from sales, customer service and finance departments. For my role, it is mainly used as ...
Verified user
Account Manager
1 year of experienceDon't use Salesmate unless you want to reduce and automate your workload
Rating: 10 out of 10
September 29, 20231. 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. ...
Labanya Roy
Consultant - Sales
Senior Executive - Client Acquisition
Covalensedigital
2 years of experienceOne Stop Shop Tool for Sales Process is Salesmate
Rating: 10 out of 10
September 27, 2023My organization had given me an opportunity to select tools for our managing the process of the entire sales organization at our company. I am a user of Salesforce earlier, wh...
Manikyala Dirisala
Manager - Sales
Manager - Client Acquisition
Covalense Digital Solutions Pvt Ltd
1 year of experience
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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
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
Features
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Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
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
Salesmate Video
Visit https://www.youtube.com/channel/UCZPKrO3O06QWrlhBl9Q7E5w to watch Salesmate video.
Salesmate Integrations
Salesmate Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android, Mobile Web |
Frequently Asked Questions
Reviewers rate Customer data management / contact management highest, with a score of 10.
The most common users of Salesmate are from Small Businesses (1-50 employees).
Salesmate Customer Size Distribution
| Consumers | 15% |
|---|---|
| Small Businesses (1-50 employees) | 25% |
| Mid-Size Companies (51-500 employees) | 50% |
| Enterprises (more than 500 employees) | 10% |
Comparisons
Compare with
Reviews From Top Reviewers
(1-5 of 46)
Good for Sales Pipelines
Rating: 8 out of 10
September 26, 2024
LF
Vetted Review
Verified User
2 years of experience
- Managing Sales Pipelines
- Customizing Sales Pipelines
- Automating small processes
Cons
- Newsletter management could be better
- Marketing automation
- Third-party integrations
Easy to use and effective
Rating: 10 out of 10
July 15, 2024
Vetted Review
Verified User
1 year of experience
- Pipeline organization
- Contact information
- Logging end user visits
- Adding relevant contacts to relevant activities
Cons
- Missing features on phone app
- Ease of use when inputting end user data
One Stop Shop Tool for Sales Process is Salesmate
Rating: 10 out of 10
September 27, 2023
MD
Vetted Review
Verified User
1 year of experience
- Dashboards - Individual, Team, Management, Reports are easy to configure
- 360 Degrees View at all levels - Contact, Account, and Deal Module.
- Task Activity - This is where all your activities are captured - It could be your notes, emails, task, activity related to calls, meetings, Attachments related to that contact, account and Deal.
- On top of this - All your email communication is synced at all times. So that a user can easily look at his past actions and make a right pitch either to the prospect to the management while you are reporting.
Cons
- Salesmate should give integration with tools like ZoomInfo for database access.
- Salesmate should allow to integrate with tools like Skype too, instead of using their existing dialers only.
- Salesmate should add more charts to entice the reports.
Don't use Salesmate unless you want to reduce and automate your workload
Rating: 10 out of 10
September 29, 2023
LR
Vetted Review
Verified User
2 years of experience
- 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.
Cons
- 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