Salesmate is a gamechanger for any business large or small!
December 14, 2022

Salesmate is a gamechanger for any business large or small!

Mark Williams | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Boost

Overall Satisfaction with Salesmate

We are a motor finance broker generating leads from our website via API integration, our previous CRM provider, who we have been loyal to for 11 years, was lacking in certain areas, mainly in the successful delivery of emails.

We needed a solution to not only provide us with reliable email delivery, with Gmail integration but also enable lead distribution across our team. Salesmate not only gave us this but various other methods of communication too, enabling us to reach out to our customers using email, SMS, Whatsapp, chat, etc.. this gave us everything we needed.

We had trials with the so-called "big boys" in this field, namely Pipedrive, Zoho, and Hubspot, and whilst these products were all good, they didn't offer an "out of the box" complete solution for all areas and to get something workable was going to be expensive.

The real kicker for us with Salesmate is their level of support; it is by far the best I have experienced using any "SaaS" provider, they guarantee to respond in 3 mins on chat, and most of my emails were responded to [with a solution] also within 3 mins, which is brilliant and very important for us as a small business, helping us configure and customize the perfect environment for us to work with.

The interface is intuitive, very clear, and uncomplicated and provides a solution to any business niche due to the endless configuration and customization options, using their automation module, you can literally configure the system to do pretty much anything! If you are looking for a CRM that is configurable to work with any business, with first-class support, Salesmate is definitely one to consider.

Pros

  • Gmail Integration
  • Automation
  • Amazing Support
  • Clear Interface
  • Custom Dashboards
  • Team Management

Cons

  • Ability to perhaps remove some modules not applicable to our business
  • Font and colour customisation
  • Use of additional themes
  • Funnel customisation
  • Lead nurture
  • Various methods of communication
  • Fantastic reporting
  • First class support

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

We have only been using Salesmate for a short time, but in the time we have been using it, it has certainly made our business more efficient and offers us everything we need to nurture our leads and convert them into more business for us.
Support is probably the best feature of Salesmate and was probably the difference why I chose them, compared to other similar products in the market. It's an early relationship, and I am hoping this will continue to be the case. I have no doubt that this will happen.
Salesmate gives us everything we need as a small business, with a clear interface, and can adapt to any business. If I was being ultra picky, I would perhaps suggest the ability to remove or hide certain modules not applicable to our niche, e.g., we are a B2C business, so the company module is not really useable for us, but this is not a negative by any means.

Salesmate Feature Ratings

Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
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

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