Efficient, customizable, great way to organize email/text/call.
November 04, 2021

Efficient, customizable, great way to organize email/text/call.

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesmate

I use Salesmate to keep properties and tasks organized. I have used a lot of CRMs throughout my career and this is the only one I have chosen to pay for personally with my business. I love it for the following reasons:
  • Keeps all communications on one screen
  • Highly customizable
  • Extremely helpful support that responds immediately
  • Email, Text, and Call from the same screen

Pros

  • Task Automation
  • Communication organization
  • Organization

Cons

  • Settings hard to find sometimes but support responds in minutes
  • Helps me keep communications organized all on one screen

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

Very customizable
They respond immediately!
For managing a lot of deals, properties, tasks.

Salesmate Feature Ratings

9.7
Customer data management / contact management
9
Workflow management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
Not Rated
Interaction tracking
10
Channel / partner relationship management
Not Rated
10.0
Case management
10
Call center management
10
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
10.0
Task management
10
Reporting
Not Rated
10.0
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
Not Rated
10.0
Custom fields
10
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
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
10.0
Mobile access
10

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