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Salesmate - A Best CRM Platform
September 28, 2023

Salesmate - A Best CRM Platform

Akash Battaru | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Salesmate

I use Salesmate in my organization to update leads, opportunities, Email campaigns, etc. The product addresses issues like Email campaigns, and maintaining all the lead details, notes, and opportunities we have. I usually update my all-prospect details in Salesmate, update all my meeting notes, schedule a task, and do an email campaign.

  • Particularly, an email campaign helps me to track all the details about the prospect whether he/she opened the email or not.
  • If they clicked on any links attached in the email.
  • It helps us to see who clicked on Unsubscribe button.
  • So, this helps me to track my email campaign activity where I can do a follow-up with the prospect based on these details given by the Salesmate.
  • And another good thing is we can add a email template directly into the Salesmate and schedule an email campaign.
  • Email Tracking Activity
  • Opportunities
  • Customer Support
  • Maintaining Leads
  • Salesmate Dialer
  • Dashboards
  • Email Signature
  • Notifications
  • "Great tool to maintain CRM activities."
  • "Best CRM tool to maintain all leads."
  • "User-friendly CRM tool to maintain day-to-day activities."

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

I gave this rating because it is user-friendly with great user experience.
  • One can easily create contacts, leads, opportunities, etc.
  • Helps to run an email campaign.
  • We can add templates and schedule a campaign.
  • Salesmate helps to track email campaign activities.
  • We can use a dialer for calling the prospects.
  • And we can create dashboards but needs to improve this feature.

I gave this rating because the Salesmate team helped us to create email templates and run an email campaign. They also helped us in terms of opportunity creation, dashboard creation, and complete understanding of the Salesmate platform.
  • Salesmate is well suited to maintain all the data related to our prospects.
  • Salesmate is user friendly.
  • It also supports calling facility as it supports dialer.
  • Helps to run email campaign.
  • We can schedule tasks.
  • We can add meeting notes specific lead.
  • We can create opportunities.
  • Helps to track email activities.
  • We can add email templates.
  • Easily import or export the data.
  • Need to improve dashboards where I feel it is less appropriate.

Salesmate Feature Ratings

9.1
Customer data management / contact management
9
Workflow management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
9
Quote & order management
9
Interaction tracking
9
Channel / partner relationship management
9
9.0
Case management
9
Call center management
9
9.0
Lead management
9
Email marketing
9
9.5
Task management
10
Reporting
9
8.3
Forecasting
9
Pipeline visualization
9
Customizable reports
7
8.8
Custom fields
9
Custom objects
9
Scripting environment
9
API for custom integration
8
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
9.0
Marketing automation
9
10.0
Mobile access
10