CRM for all Sales Professional
September 29, 2023

CRM for all Sales Professional

Soundar Manoharan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Salesmate

Salesmate
is helping me to maintain my proper Hot, warm and Cold leads and helping in
following up those leads without missing the timeline. This way I do not miss any follow-ups and eventually
this helps me in building a good pipeline which lead to achieving my targets. As
of now I do not find any shortcomings in Salesmate. As a Sales person I have worked
with different CRM tools, like others Salesmate can also improvise their UI on
timely basis to make it more user friendly.
  • End-to-End CRM activities
  • Customer database management
  • Dashboard Creation to monitor the sales activity
  • Can add more features in to get more info on Accounts
  • Improvise the UI
  • Pop-ups and email reminders for the follow-up
  • Follow-ups
  • Pipeline Building
  • Customer Database management

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?

I wasn't involved with the selection/purchase process

Did implementation of Salesmate go as expected?

I wasn't involved with the implementation phase

Would you buy Salesmate again?

Yes

I like the way Salesmate helps me to organize and perform my day to day activity. Salesmate
is helping me to maintain my proper Hot, warm and Cold leads and helping in
following up those leads. This way I do not miss any follow-ups and eventually
this leads me in building a good pipeline.
I have not contacted the support so I can not rate this question.
Salesmate
is helping me to maintain my proper Hot, warm and Cold leads and helping in
following up those leads. This way I do not miss any follow-ups and eventually
this leads me in building a good pipeline. It can also provide a desktop pop-ups and emails notifications for the follow-ups on a daily basis.

Salesmate Feature Ratings

Customer data management / contact management
10
Workflow management
8
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
6
Quote & order management
6
Interaction tracking
9
Channel / partner relationship management
7
Case management
7
Call center management
8
Lead management
7
Email marketing
6
Task management
9
Reporting
8
Forecasting
8
Pipeline visualization
8
Customizable reports
8
Custom fields
7
Custom objects
6
Scripting environment
6
API for custom integration
7
Role-based user permissions
8
Single sign-on capability
8
Marketing automation
7
Mobile access
7