Perfect for our small marketing agency
November 25, 2021

Perfect for our small marketing agency

Andrea Blake, CMP | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesmate

My husband and I own a small online marketing agency and we finally got to the point where we needed a CRM. We had used Hubspot, Salesforce, and some others in previous jobs and there were things we didn't like about all of them. I came across Salesmate about a year ago and I was blown away by all of the features. It was a simplified version of Salesforce where they stripped out all the stuff an average person would never use. Salesmate is so intuitive and I love how they are adding new things (like multi-step automation) all the time. It also integrates well with Zapier, so we can connect it to the many other systems we use in our agency. We use the phone number features, texting, the mobile app, and have started digging more into email sequences. My favorite thing is that there is always a tech support person a short chat away. I click the button, type my question, and within a few minutes, I have an answer on how to do something. That level of support is basically unheard of in a software company. Salesmate has been a tremendous help in keeping us organized.

Pros

  • Tech support available via chat anytime
  • Full featured but not overly complicated
  • Phone and text options are great

Cons

  • A better way to distinguish clients and leads
  • Clearer way to assign roles to different people within an organization
  • Salesmate helped us see that a sales team member wasn't performing, so we let that person go, resulting in savings of payroll, time, and energy
I am fairly decent with computers but I don't like dealing with things that are overly complicated. I loved Salesmate because it had all of the features we needed to manage clients, but not a bunch of extra stuff you never use. Customization of the system was easy and it didn't take long until I figured out how to get it set up in a way that worked well for us.

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 has the features you need without all the bloat.
Salesmate has a great FAQ section and I do always look there for the answers first. If I can't find it there, I click the "chat" icon, type my question, and within a few minutes I have a live person who is able to help me. I don't know of any other software that offers that type of service.
Salesmate works well for our small marketing agency. We have 5 people on staff and around 100 clients. We are a very niche agency so our database is only around 1,200 people. I think it would work well for a small to medium-sized business.

Salesmate Feature Ratings

9.7
Customer data management / contact management
10
Workflow management
10
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
Not Rated
Interaction tracking
10
Channel / partner relationship management
10
10.0
Case management
10
Call center management
10
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Reporting
10
9.5
Pipeline visualization
10
Customizable reports
9
9.0
Custom fields
9
Custom objects
9
Scripting environment
Not Rated
API for custom integration
Not Rated
9.0
Role-based user permissions
8
Single sign-on capability
10
Social CRM ()
Not Rated
10.0
Marketing automation
10
10.0
Mobile access
10

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