Salesmate will be my last CRM
February 25, 2021

Salesmate will be my last CRM

David Schardt | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesmate

We use Salesmate as our sole CRM and phone system for our company. I have tried many other big-name CRMs for real estate, but Salesmate has been much better and more customizable to my exact business model. The speed is incredibly fast, which is important for a CRM. And I love how each user has a dedicated phone number so all communication stays inside the CRM.
  • It's super fast
  • It's completely customizable to fit your exact business
  • It has automated follow-up sequences
  • The iPhone app works great
  • The built-in phone system is fantastic
  • You will need to have some computer skills to be able to set up a lot of the automated workflows, but support is always there to help
  • It allows us to never let a lead slip through the cracks
  • The automated follow-up sequences save us hours of follow-ups per week
I've used a few different CRMs based off of Podio, and Salesmate is much easier, faster, and has more features.

Do you think Salesmate delivers good value for the price?

Yes

Are you happy with Salesmate's feature set?

Yes

Did Salesmate live up to sales and marketing promises?

Yes

Did implementation of Salesmate go as expected?

Yes

Would you buy Salesmate again?

Yes

When training a new user, it takes a little bit of time to understand the different screens (contact screen vs deal screen) but once you are used to it, it makes sense.
They always answer fast and are very supportive to help you whenever you need it.
It works great for the acquisitions side of my business and also the dispositions side. We do many aspects of real estate, and Salesmate works for all of them.

Salesmate Feature Ratings

Customer data management / contact management
10
Workflow management
8
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
7
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
Not Rated
Lead management
10
Email marketing
10
Task management
10
Reporting
10
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
Not Rated
Marketing automation
10
Mobile access
10