Very Intuitive and Easy to Setup
November 08, 2021

Very Intuitive and Easy to Setup

Ramon Carpio | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesmate

Salesmate is the central point for our customer management. We use it to make phone calls, track emails, track sales, and perform other business functions.
  • Very intuitive setup
  • Affordable pricing for startups or expanding businesses
  • They're support during the setup process was very quick and easy
  • Faxing - Hard to believe people still use fax but some of the people I do business with still use it. Adding a faxing option would make it more comprehensive.
  • Adding calendar functionality to calendars other than Google or Outlook would help.
  • I am a new signup but given the intuitiveness of the software, it is very hard for it not to have a good return on my investment.
Hubspot, Nextiva, 8x8, Zoho CRM

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

The system is very user friendly and customizable.
Kishan was amazing at following up and making sure that I had everything I needed during the sales process.
I would definitely recommend to a colleague. The setup process was pretty quick. I initially did not choose Salesmate as the preferred CRM provider but quickly realized there are a lot of compatibility issues with other CRM systems. Salesmate was the best option to handle everything regarding sales management and customer support under one roof.

Salesmate Feature Ratings

Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
Case management
10
Call center management
10
Lead management
10
Email marketing
10
Task management
10
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Marketing automation
10
Mobile access
10