10 out of 10
June 02, 2025

10 out of 10

Lori Powers | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Boost

Overall Satisfaction with Salesmate

CRM, email marketing, text marketing, form submission. Keeps all parts of the business in 1 place and you can grow with it. We currently use smart Flows, contact, emails, text, power dialer and templates.

Pros

  • Easy to manage multiple types of contacts/companies all in the same place.
  • Easy to email or text multiple clients using templated messaging.
  • Power dialer included in the service is a huge deal breaker.
  • Tech support like no other company that I have ever done business with.

Cons

  • Connection with email domain was a little hard to establish but tech support helped out.
  • Smart Flows could be a little more intuitive for those not sure how they work but the tech support helps with that as well.
  • AI integrations are not there yet but I hear that it will be implemented shortly.
  • Having just opened my agency, to have everything in one place with ease of use and great tech support has allowed me to focus on growing my business not keeping up with it.
So simple and intuitive to use. I cannot imagine other CRMs are as easy as this one. I was a complete newbie and this has made scaling my business easy.

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 ease of use and implementation. Tech support is stellar.

Salesmate Feature Ratings

10.0
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
10.0
Case management
10
Call center management
10
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Reporting
10
10.0
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
10
9.3
Custom fields
10
Custom objects
10
Scripting environment
7
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
10.0
Marketing automation
10
10.0
Mobile access
10

Salesmate Support

The tech support team is live and responsive. Just today, I asked about how to do something. The tech team created a loom video walking me through the steps then checked my work before I went on to the next step. When one tech support person is off the next one jumps into the chat. These guys are amazing.
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
No. I didn't purchase premium support. I am not sure that is even offered.
Yes - very quickly. I had a problem with my email needing to be reauthorized. It was resolved within 24 hours.

Comments

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