Daily users in accounting. Fun, I know.
April 13, 2021
Daily users in accounting. Fun, I know.
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Salesmate
It is used by myself and my boss, a CPA. It allows us to keep track of communication at key points of the year with tax clients. It allows all our communication to be seen in one place, which is SO VITAL since we both work at home. I can see if he even texted someone, then call them or email them, see who their significant other is, their birthday, if they've reviewed us online, all in one place without having to look elsewhere.
- Streamlines client communication.
- Keeps coworkers up to date.
- Is designed in a clean, simple way — I'm a graphic designer too, I would know. :-).
- Records calls.
- The search feature can be buggy and does not allow for highlighted text to be typed on. You must clear the box or hit backspace before typing. The only app in my life that does this.
- The dashboard button is pointless if it still makes you choose between legacy or classic.
- Easier communication with clients.
- Less need for inter-office communication about client statuses.
- Has allowed us to stay up to date during tax time and not miss contact with any one client.
We've only been using Salesmate as long as I've been employed.
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