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Salesmate CRM is the solution I have been looking for to manage all my businesses. Best CRM for SMBs
August 27, 2022

Salesmate CRM is the solution I have been looking for to manage all my businesses. Best CRM for SMBs

Bismark Delvillar | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Boost

Overall Satisfaction with Salesmate

I use Salesmate to
  • Receive leads via forms created in Salesmate CRM
  • When leads are received, a DEAL is created at the beginning stage
  • I receive notifications from CRM, and I contact customers for clarification of needs
  • I use its scheduling feature to schedule measurements for the cabinet business
  • With the texting feature, I can send customers pictures of samples and layouts
  • Customers are notified of the progress of their project each time the deal enters a new stage in the project/production pipeline
Salesmate has become our system of truth. ALL data related to deals and customers must live inside the CRM. We find the CRM has only useful features, and we will continue to use it in all our business processes.
  • Contact Management
  • Pipeline Management
  • Telephony
  • Deal Management
  • Automations
  • When manually entering data such as notes or activities, the form remains open even after submission
  • Multiple/redundant notifications are a small annoyance
  • When clicking on a contact from a deal, it opens the contact's edit form. When I don't want to edit, I just need to go to the contact page
  • Huge positive impact on deal tracking
Salesmate is head and shoulders above these other systems when you weigh the price to features. Salesmate is simple to navigate and is packed with useful everyday features; all included at the same price. The standard features in Salesmate are additional or nonexistent features in other CRMs. In Insightly, for example, when you add telephony and texting, you will more than likely be close to $100 per user. These features are standard in Salesmate. In addition, Salesmate has an email client INSIDE the CRM, a feature not available in Insightly or Zoho.

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 suitability of the software matches my business needs and exceeds expectations.
Support is very responsive.
I cannot think of a sales scenario where a system like Salesmate CRM would not be essential. All parts of the sales process are covered, and with features such as texting and telephony, this completes the circle, and you would not need to leave the CRM as is the case with other CRMs, even expensive ones.

Salesmate Feature Ratings

9.0
Customer data management / contact management
10
Workflow management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
8
Quote & order management
5
Interaction tracking
10
Channel / partner relationship management
10
10.0
Case management
10
8.0
Lead management
10
Email marketing
6
9.0
Task management
9
Reporting
9
9.3
Forecasting
9
Pipeline visualization
10
Customizable reports
9
10.0
Custom fields
10
9.5
Role-based user permissions
9
Single sign-on capability
10
Social CRM ()
Not Rated
10.0
Marketing automation
10
10.0
Mobile access
10

Using Salesmate

3 - Sales & Service
1 - Very simple CRM - very little skills required.
  • Lead tracking
  • Deal management
  • Project tracking
  • Telephony
  • Multiple pipelines
  • Customer notifications
  • Customer service pipeline
Meets all our needs.

Evaluating Salesmate and Competitors

Yes - Zoho CRM - Very disconnected, system not integrated enough
Insightly CRM - Expensive & lacking features
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
Simply the greatest features to the price of all other systems.
Would not change.

Salesmate Implementation

Salesmate Support

ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
I had two accounts, and I paid into the wrong one. They immediately refunded and funded the correct account.

Using Salesmate

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Pipelines
  • Deals
  • Telephony
  • None
Yes - Fantastic