Best CRM for our money
March 11, 2021

Best CRM for our money

Don Holt | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesmate

Salesmate is being used by our sales team which is a smaller division of a larger organization. It solves any problems not the least of being giving me the ability to manage all of my contacts/deals in one location. It is easy to use and doesn't require a ton of ramp up like Salesforce
  • Color Codes my deals
  • Links to my outlook and gmail calendars
  • Allows my to itemize my activities in one place
  • Bridging data could be better
  • Having notes bridge over from contact/company view to deal view
  • Give me a better picture of the economics of my entire relationship with a prospect/client
  • Funnel management is more efficient
  • Mass Marketing is easier
  • Itemized task lists are invaluable for time management
Much easier and more intuitive plus the support is outstanding and easy to access

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

Ease of use and support
Always there when I need them, never have to ask twice for something and problems are always solved
Best suited for smaller firms with less than 100 employees who need web based CRM capabilities--Less suited for someone who needs intimate deal flow analysis

Salesmate Feature Ratings

Customer data management / contact management
8
Workflow management
10
Territory management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
Not Rated
Quote & order management
7
Interaction tracking
8
Channel / partner relationship management
8
Lead management
7
Email marketing
9
Task management
10
Reporting
7
Forecasting
Not Rated
Pipeline visualization
6
Customizable reports
7
Custom fields
8
Custom objects
6
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Marketing automation
7
Mobile access
7