CRM and VOIP program that is way above the rest.
March 22, 2021

CRM and VOIP program that is way above the rest.

Mark Kershek | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Salesmate

Salesmate is the most powerful software application that I have found allowing me to track my legal cases by client. It is one of the few/only software companies that integrates a decently working VOIP (phone system) with a CRM (client management). Salesmate tracks any tasks and activities I do for clients, it tracks the text messages automatically per client, it tracks incoming and outgoing phone calls, it tracks incoming and outgoing emails (with the ability to easily link emails with clients and the emails show up in the software), it tracks calendar events for the clients, you can add custom fields like biographical information, strategy notes, it has a TO-DO list component. It has a built-in database with a good (not perfect) method of filtering and sorting information. This program is the best I've come across and I have looked at 50 and used about 5 CRMs noting that is rare to find a CRM that has VOIP integration. Even more intriguing about this program, it has integration with the mobile/cellular phones. This is a HUGE plus. It works well. I would say that this product is 95 percent perfect. It is heads and shoulder above the rest of the companies I've looked at.

There are some things that it needs to do better. The searching of emails in the app is not sophisticated. It does not export text messages and emails. The mobile phone app does not do a good job linking incoming calls with clients to deals (cases). This is a small gripe but one I think Salesmate staff will work to complete.

A HUGE PLUS FOR SALESMATE IS: This product integrates with QUICKBOOKS and DOCUSIGN (for having clients sign documents remotely).

The customer service is very good, not perfect. The price is good. You also have the ability to customize pipelines from first time calling clients, to perspective clients, to paying clients to closed cases. You have the ability to create fields including Boolean fields (true/false). Again, the built-in database is very good. The calendar could be better but I have found that I use the lists for looking at my calendar is actually faster and more efficient. There is a little bit of a learning curve but WELL WORTH IT. Note, for lawyers, you can change the name from the function of DEALS to CASES and then the system will make more sense to you. You set up a client, then you add DEALS (CASES) associated with that client. Another thing you can do is link files to your clients within the program. Very powerful. I love this product but am hoping they work on the exporting (reporting) functionality for texts and emails, linking incoming phone calls to clients' cases (deals), and I hope they make the calendar a little bit more user friendly.
  • For each client, it tracks emails, text messages, activities, files, calendar events, phone calls, to-do items.
  • Customization is quite good -- you add fields you need. Like was discovery received, full payment, partial payment, etc. You can later run reports.
  • Integration with other apps is good; I use QuickBooks and DocuSign.
  • Customer service is very good.
  • They need to allow for exporting/reporting of text messages and emails.
  • On the mobile app, allow the linking of incoming calls to deal(case)/client.
  • The mobile app could be easier to use, but still very good.
  • Search functionality on emails could be better.
  • Ability to attach files greater than 10 MB to emails - noting most email apps have a 20 MB limit.
  • The price is very good for what you get. You are getting a phone system with the ability to port your number into the program. You are getting a CRM program that is better than most.
I have looked at trial versions of most of the major CRM's most of which did NOT have a VOIP component. The ones that did poorly worked and were buggy. I extensively looked at Bitrix24 (lacks certain functionality), worked with LessAnnoyingCRM integrated with SIMPLII VOIP (buggy). And I reviewed and/or used dozens of other CRMS. Salesmate VOIP (phone integration is very good). Don't be afraid to port main number through Salemsate just make sure you have good WIFI and/or CELLULAR DATA Plans.

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

I give Salesmate a perfect rating only because it is head and shoulder above the rest. It has room for improvement though.
They are very responsive and kind. Two times I was not able to get some things resolved but the issues were not integral to the use of the program. I was likely becoming a pest to their customer service dept.
I use it for tracking, organizing everything I do for clients. It allows me to do billing much easier later and it allows for me to keep track of what is going on for each client.

Salesmate Feature Ratings

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