Salesmate rocks!
February 28, 2021

Salesmate rocks!

Rob Lasa | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesmate

I have been searching for over 3 years for a CRM that fits my very specific needs, and I am even spending money to create my own CRM at the moment, but then I decided to do another trial with Salesmate. WOW! They have made some serious improvements and enhancements in the last 2 years. I am currently porting over my ringcentral numbers to Salesmate, and can't wait to get started! I will be utilizing the API as well to connect to my industry specific management system. Do yourself a favor, and sign up asap. The mobile app alone is worth it - everything you need in ONE app!

Pros

  • Mobile app is phenomenal - everything you need in one app
  • Inbox + Team Inbox are exceptional - team collaboration included
  • Deal pipelines and customization is a much needed plus

Cons

  • Webchat and webforms are needed
  • Facebook and Whatsapp chat would be great
  • Automation triggers for deal pipeline stages
  • Calendar scheduling
  • The ability to collaborate with my team in or out of my office
Im not even going to attempt to list all of the CRMs I have demo'd and experimented with. This is by far the best overall for web and mobile use.. The ability to function in and out of the office with Salesmate is unparalleled, not even Hubspot can compete.

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

The user interface and user experience are fantastic...very easy to use and catch on.
Support is always fast and friendly
Salesmate is well suited for the small agency with at least 2 users due to the team inbox and team collaboration features built in to the web app AND mobile app. It's still solid even for 1 user, but there are other CRMs out there that might be a better fit for a 1 user agency.

Salesmate Feature Ratings

9.1
Customer data management / contact management
10
Workflow management
8
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
Not Rated
Interaction tracking
9
Channel / partner relationship management
9
Customer Service & Support ()
Not Rated
8.0
Lead management
8
Email marketing
8
8.5
Task management
8
Reporting
9
9.3
Forecasting
8
Pipeline visualization
10
Customizable reports
10
9.5
Custom fields
9
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
10
8.0
Role-based user permissions
8
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
10.0
Mobile access
10

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