Item: Salesmate
Rating: 10
Author: Verified User

Use Cases and Deployment Scope

We are using Salesmate to board our customers whom we can't add through our financial CRM. All customers that we add to Salesmate are shared with our sales team to help us understand lead statuses for conversion. Salesmate helps us determine what appropriate action should be taken next in order to satisfy current customers and convert potential customers.

Pros and Cons

Organizing customer information without duplicates
Email tracking to view who has opened your email or clicked a link
Push notifications to follow up with a warm or cold lead

It would be nice to white label the dashboard for our team.

Return on Investment

Salesmate has positively helped convert leads without us thinking about it

Alternatives Considered

Bitrix24 and Salesforce CMS

Salesmate is more user-friendly than the above. We enjoy the simplistic functions rather than too many moving parts that confuse our staff. Salesmate keeps all of the important features that you would look for in a CRM. However, if you are looking for more features you can simply upgrade or enjoy the new features that are consistently rolled out.

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

We've noticed that our staff members need little to no training when using Salesmate. Everything is straightforward and simple to make sure we stay on track. We appreciate this and so does our staff.

Support Rating

The chat function in Salesmate is a definite life saver. You are connected with someone almost immediately and they work with you through all problems right then and there. No ticketing system or "well get back to you later". It's really the best part.

Likelihood to Recommend

Salesmate is well suited for teams of all sizes. One of the reasons we decided to use Salesmate is because it's user-friendly and straightforward. It does exactly what you need it to do without the confusion of too many functions that get lost in translation. The best part of Salesmate is that if you decide you want to add on a feature you can upgrade your plan to fit what you need. It's perfect for a growing business or team.

The Best Solution For Your Business

Overall Satisfaction with Salesmate