Item: Salesmate
Rating: 10
Author: Michael Eastwood

Use Cases and Deployment Scope

We originally set out to find a sales CRM to update from our existing system, in a way to simplify the sales process and get better reporting. After overviewing the features of Salesmate, I quickly opened to the possibility of using Salesmate not just for the sales side, but also for the marketing. With the options of forms, automation and bulk-email send, it made more sense to us to use it for all avenues of customer relationship management, to give us a better 360-degree view of our prospects and members. We know use Salesmate for our entire operational suite, and so far, it's been fantastic. Very nice interface, great features and fantastic support.

Pros and Cons

User interface & Usability
Customization
Reporting & Data tracking
Automation of tedious tasks

Better system for mass-emails
Improved user permissions and visability

Return on Investment

Better tracking and understanding of where sales reps are at
Simplified reporting
Automation of manual tasks

Alternatives Considered

Pipedrive, Freshworks CRM (formerly Freshsales), Nutshell CRM and Apptivo

Very similar in overall layout and user experience...but the features blow these others out of the water. Where alternative solutions had features either lacking or as an upgrade (ie having to spend an extra $10-$30/month/user) Salesmate has these features out-of-the-box.

Key Insights

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

Usability

Really solid UX both for sales representatives, and management. Very intuitive and easy to get used to. Our sales reps have had a bit of a learning curve with this, but that's also due to the level of customization we implemented specific to our business. Once trained, the system will allow you to track pretty much anything natively...from calls, to times on calls, appointments, agreements...you name it, it can be tracked if setup correctly. As the implementor of the software, the support team have been invaluable in their assistance and are never too far away.

Support Rating

Fantastic - always reply in a reasonable amount of time, usually with a simple fix. The support website is very handy, but often you will likely have 'niche' questions - to which the team are all to happy to help with. For larger issues, we have had to lodge tickets with tech, but to date, every issue we have had has been resolved. Very happy with the support and service.

Likelihood to Recommend

Nothing is perfect in life, but to give this a 9/10 wouldn't seem just as it's just such a good system. The features you get, for the price are just unbeatable...and I looked into a LOT of different systems before pulling the trigger on Salesmate. The app is smooth and works well, there is plenty of customizability and unlike most systems where I think 'It would be great if it did THIS' - with Salesmate 95% of the time, there is a way to do it, workaround or it is in the pipeline of tasks to implement.

This is really well-architected software, at a great price, with great support. Not much more you could ask for. If you're looking at others mid-range software like Pipedrive, Freshsales, Agile or the like - I would strongly recommend Salesmate as the best solution...not sure how it would stack up to the Salesforce/HubSpot of the world, but the price to value ratio would likely put Salesmate in at #1.

Nothing is perfect, but Salesmate is pretty close...for any small/medium size business, this is likely the CRM you've been looking for...

Overall Satisfaction with Salesmate