Excellent CRM that makes life much simpler
September 17, 2021

Excellent CRM that makes life much simpler

David Devito | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesmate

Salesmate was recommended by a colleague and it was a brilliant recommendation. My industry is entirely different than his and yet, I was able to adapt the program to my needs. I can’t begin to explain how much this CRM has improved my business and my ability to remain organized.
  • Organize
  • Work Flow
  • Sales integration
  • Some integration features could be smoother.
  • Increased automation.

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

It’s a little overwhelming and I have only scratched the surface of the potential. It just takes quite a bit of time to set up. It is totally worth the growing pains though.
Had a little bit of a bumpy road with customer service but we got it all sorted out.
Keeping track of sales and event scheduling made this invaluable to me. Recording the sales and where I am in the process makes organizing so smooth.

Salesmate Feature Ratings

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