Why you need Salesmate for your multi-service business.
Updated April 08, 2021

Why you need Salesmate for your multi-service business.

Sandro Marc-Charles | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Salesmate

I use Salesmate to manage various sales pipelines for my business. It keeps me organized so I know the stage of the client. It also helps keep my email conversations organized. The sequencing feature saves me a lot of time with automated follow up emails, and the goal setting feature helps keep me on target.
  • Salesmate is very customizable. If you can think it, it can do it.
  • I really appreciate the customer support. They are very responsive and helpful via the chat box.
  • I like how customizable the sales pipelines are. I also really appreciate being able to have more than one pipeline which is essential for a business that offers several different services or product lines.
  • I do wish the desktop pages would update immediately after entering information rather than having to refresh the screen. However, that's only a small inconvenience.
  • I have several Pipelines for different services. I wish the order of those was editable, but it is not.
  • This is very hard to measure for my business. Frankly, I would not be able to sustain my business at all without Salesmate.
Salesmates ability to handle different Pipelines for several services was superior to Insightly & Zoho. The mobile app is also superior.

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

Adobe Sign, Calendly, Google Workspace (formerly G Suite)
I find it fairly easy to use, but I do think non tech savy users would find it a little daunting.
They are usually very quick to respond. Although every now and then, I have to re-explain my issue.
I think Salesmate is very suitable for a business that offers several product or service lines. I'm sure it's also suitable for businesses that have only one service or product. I think it may be less suitable for those that are very challenged by technology.

Salesmate Feature Ratings

Customer data management / contact management
9
Workflow management
10
Territory management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
6
Lead management
9
Email marketing
8
Task management
10
Reporting
8
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
Not Rated
Custom fields
5
Custom objects
6
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
9
Single sign-on capability
10
Marketing automation
Not Rated
Mobile access
8