Great CDP with easy onboarding and amazing support
March 01, 2021

Great CDP with easy onboarding and amazing support

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesmate

We use Salesmate as our CDP and rely heavily on its API and use of automated workflows to help make our sales funnel more efficient. So far, we've found it to be a great tool compared with other CRMs/CDPs.
  • Salesmate allows web hooks in its workflows.
  • Salesmate makes updating and merging records easy.
  • Salesmate has an API for connecting third-party systems.
  • Salesmate could improve its API documentation.
  • Salesmate could have account-level settings which default for all users.
  • Salesmate has allowed us to more efficiently ramp up our startup.
  • Salesmate has had a positive impact on the speed of our launch.
  • Freshworks CRM (formerly Freshsales)
Freshworks was riddled with bugs and had terrible support. Salesmate has amazing support and very few bugs.

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

Compared to Freshworks, Salesmate has a much easier-to-use interface.
Salesmate is quick to respond and quick to resolve issues.
If you're looking for a main database of contacts and/or companies to sell to, Salesmate does a great job and is fairly customizable. If you want to send pretty marketing emails, Salesmate doesn't offer this directly but has an integration with MPZMail that works decently as well.

Salesmate Feature Ratings

Customer data management / contact management
8
Workflow management
7
Territory management
Not Rated
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
7
Interaction tracking
2
Channel / partner relationship management
Not Rated
Lead management
3
Email marketing
1
Task management
6
Reporting
6
Forecasting
Not Rated
Pipeline visualization
7
Customizable reports
6
Custom fields
8
API for custom integration
7
Role-based user permissions
7
Single sign-on capability
Not Rated
Marketing automation
7
Mobile access
7