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Salesmate Review

Salesmate
Our score: 8.7 User satisfaction: 100%

What is Salesmate?

Salesmate CRM is an all-encompassing solution that allows sales representatives to access the necessary tools in only a few clicks. Among these are built-in calling and texting tools. These allow the agents to get in touch with leads, prospects, and existing customers in a more personalized manner, instantly. These also eliminate the need for additional tools and software for you to save on your financial and computing resources.

Apart from these, Salesmate has a sales drip campaign feature for SMS, email, and tasks. With this, users can automate various tasks, such as customer outreach. Thus, they can focus more on conversing with customers rather than on manual tasks. 

In line with that, Salesmate has two-way synchronization with Outlook and G Suite applications. This lets the sales team put all data regarding prospects in one place for easy access to all concerned personnel, including email communications.

Additionally, the platform integrates with more than 100 applications. This means that organizations can streamline their existing work processes further while enhancing the sales workflow.

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Overview of Salesmate Benefits

Integrated calling tool

With Salesmate, it only takes a single click to connect with a lead or customer via phone. The software has a built-in phone that abstracts the need to juggle a CRM and a phone system. The software also supports the recording of calls and the taking of notes to ensure smoother future communications with customers. These are also beneficial for training and the sales representative’s evaluation.

In-app texting

Aside from the calling tool, Salesmate has a built-in text sender. This makes it easier for your sales team to update customers with promotional messages and important announcements. They can send these in bulk, too. In this way, you can save time and ensure that everyone on the list receives the text.

Increased sales team productivity

Salesmate has a suite of reports that allows company owners and managers to monitor the productivity of each sales agent. This is especially beneficial to organizations that have a remote work setup. And when used together with the call recording option, team leaders can listen to sales calls and utilize them for training.

Automated workflows

Working smartly helps you achieve more. Salesmate automates redundant tasks. This allows your sales representatives to devote more of their time to winning over and keeping your customers. You can begin leveraging this feature by building a standard workflow with action triggers.

Transparency

Know everything that goes on in your sales funnel with Salesmate’s reports and analytics. These give your sales managers insights on their teams’ activities and performance. With these numbers, they can find ways to enhance their processes. More importantly, these help keep every stakeholder in the know.

Shared inbox

With Salesmate, you get shared inboxes. These ensure that collaborations run smoothly within your team. These also see to it that customers receive prompt replies from your company, especially when they are ready to convert or to make additional purchases. However, you can also assign emails to particular salespersons when the need arises.

Product catalog

Apart from serving your sales communication needs, Salesmate can house your product catalog. This is beneficial when your sales representatives need to inform leads or customers regarding the prices and availability of your items. Additionally, you can utilize the catalog in creating deals and linking them to promotions so you can sell globally with ease.

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Overview of Salesmate Features

  • Sales pipeline
  • Activity monitoring
  • Goal tracking
  • Built-in tracking
  • Product management
  • Deal management
  • Sales workflow automation
  • Data entry automation
  • Contact management
  • Team inbox
  • Sales reports
  • Sales forecasting
  • Google CRM
  • Integrations

What Problems Will Salesmate Solve?

Problem #1: Low sales rep productivity

Solution: Since managers cannot check on sales agents all the time, it is easy to miss issues with productivity. Salesmate can change that with reports. Using these, proprietors and team leaders can check the productivity levels of sales representatives at the end of the day, week, or any given period. They can use these together with the call recording option, which they can utilize for training.

Problem #2: The challenge of prospect contacting

Solution: Businesses want to reach out to as many prospects as possible daily. But when sales agents have to dial numbers manually, they can achieve only a fraction of their goals. But with Salesmate, they can hit their targets and more. The solution’s power dialer allows users to upload a list of contacts and the system queues them automatically. It then calls each number without human assistance to help increase productivity.

Problem #3: Time-consuming sales sequences

Solution: Following up on a client or prospect is a critical process though time-consuming. Salesmate can help ensure it happens without you spending too much time on the task. That is because it has a sequencing feature, which lets it schedule emails, SMS messages, and calls on a timeline.

Awards & Quality Certificates

This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.
An award given to products that have recently entered the market but are already becoming very popular

Salesmate Position In Our Categories

Knowing that businesses have unique business demands, it is sensible they avoid adopting a one-size-fits-all, ”best” business application. Still, it is hard to come across such application even among sought-after software products. The right step to do can be to write down the several key aspects which merit investigation like major features, plans, technical skill levels of staff members, company size, etc. Next, you should double down on the research comprehensively. Browse over these Salesmate evaluations and explore each of the software solutions in your list more closely. Such all-encompassing research can make sure you avoid ill-fitting apps and pay for the one which provides all the tools your company requires.

Position of Salesmate in our main categories:

TOP 100

Salesmate is one of the top 100 CRM Software products

TOP 100

Salesmate is one of the 100 Sales Tools products

Since each enterprise has specific business wants, it is sensible for them to refrain from searching for a one-size-fits-all ideal software system. Needless to say, it would be pointless to try to find such an app even among widely used software platforms. The smart thing to do would be to catalog the various important aspects that require consideration such as key features, finances, skill levels of employees, company size etc. Then, you should do your research thoroughly. Read some Salesmate CRM Software reviews and look into each of the other apps in your shortlist in detail. Such in-depth groundwork can make sure you weed out ill-fitting applications and select the system that offers all the aspects you need for business success.

How Much Does Salesmate Cost?

Salesmate Pricing Plans:

Free Trial

Starter

$15/month

Growth

$30/month

Boost

$50/month

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What are Salesmate pricing details?

Salesmate Pricing Plans:

Free Trial

Starter

$15/month

Growth

$30/month

Boost

$50/month

Salesmate has two affordable options for enterprise pricing that you can pay month-to-month or once a year. The details of these plans are as follows.

Starter – $15/month or $12/month/annual billing

  • Contact management
  • Company management
  • Deal management
  • Multiple pipeline handling
  • Activity management
  • Notes & follow-ups
  • Calendar synchronization
  • Customizations
  • Email automation
  • Voice & text communications
  • Workflow management
  • 10 workflows
  • 250 emails per user per workday
  • Standard reports & dashboard
  • Multiple report types
  • Insights
  • Sales pipeline & funnel
  • Call logs
  • Chrome extension & mobile apps
  • Add-ons & integrations
  • Unlimited records
  • 2 GB per user storage
  • Security features
  • 24/5 support

Growth – $30/month or $24/month/annual billing

  • All Starter features
  • Recurring activities
  • Products & services management
  • Goal management
  • Email scheduling
  • Email reminders
  • Email metrics
  • 3 team inboxes
  • 25 workflows
  • 500 emails per user per workday
  • Custom reports & dashboard
  • Email analytics
  • Email template usage analytics
  • 5 GB per user storage
  • Custom security roles

Boost – $50/month or $40/month/annual billing

  • All Growth features
  • Teams
  • 5 team inbox
  • 10/user sequences
  • 1000/user/day sequence emails
  • Power Dialer (smart queue)
  • Voicemail drop
  • 50 workflows
  • 1000/user/day emails
  • Google Data Studio
  • 10GB/user file storage
  • IP restriction

User Satisfaction

Positive Social Media Mentions 9
Negative Social Media Mentions 0

We know that when you decide to get a CRM Software it’s crucial not only to learn how professionals score it in their reviews, but also to check whether the real users and businesses that use it are indeed content with the product. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Salesmate reviews across a vast range of social media sites. The data is then featured in an easy to digest form revealing how many clients had positive and negative experience with Salesmate. With that information available you should be prepared to make an informed buying decision that you won’t regret.

Video

Screenshots

Technical details

Devices Supported

  • Android
  • iPhone/iPad
  • Web-based

Deployment

  • Cloud Hosted
  • Open API

Language Support

  • English

Pricing Model

  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Salesmate?

Salesmate makes your digital ecosystem more connected and streamlined with the following integrations:

  • Google Apps
  • Cognito Forms
  • Shopify
  • ActiveCampaign
  • Squarespace
  • WebMerge
  • RingCentral
  • Slack
  • Gravity Form
  • MailChimp
  • Wufoo
  • Clearbit
  • Zapier
  • WordPress
  • Microsoft Calendar
  • AWeber
  • Mad Mimi
  • Sendlane
  • SendinBlue
  • Formstack
  • Harvest
  • Woodpecker
  • Invoice Ninja
  • Livestorm
  • PieSync

Salesmate also offers API access and is working towards integrating with Google Data Studio.

Salesmate User Reviews

Salesmate average rating:

Average score
5/5 (12 user reviews)
4/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Anonymous Reviewer

PROS: I was looking for the CRM that could help me manage my leads as well as sales process. The most important thing I liked about Salesmate is it is easy to use and flexible enough that anyone can use it according to the process. The best tool for converting leads into customer and building stronger customer relationships. Everything is perfect with a great experience.

CONS: I like Salesmate because of it’s smooth emailing features. It provides email templates and email tracking for clients. But I would love to see some more intuitive inbuilt templates.

Reviewed 7 years ago

Read full review >

The least favorable review

Anonymous Reviewer

PROS: Bulk emailing is amazing with tagging which is what I use it for the most. Also, the ability to see the emails trail in each contact is great. Their customer service is amazing and they are very polite and courteous. They are striving to always get better which is a good sign but improvement need to be made to mix it with the big boys.

CONS: They are quite a few glitches that I experience. They do fix most of them but everytime one is fixed, I find that another little glitch occurs. They have a quick turn around usually in fixing issues. What could work better is many more Api\\\'s. If open a notification in Gmail, I the email doesn\\\'t display correctly. They informed me they are waiting on Gmail to approved the extension fix. They don\\\'t have enough Apis compared to many other platforms such as Copper, Salesforce and The Hub Spot. They still need Xero api which I am still waiting for. The salesmate extension in Gmail needs quote a bit of work to make it easier to work with. The display option isn\\\'t quite right yet. Also, they only have conversation only view in emails when using salesmate email which I really dislike and they dont give you an option to turn it off. I loath it. They used to have it off prior to joining bit didn\\\'t give an option to turn it off once they changed it back. Another thing to get better is if a contact has 2 emails,when you send an email, it doesn\\\'t track it to see who opened it. It says opened by anyone. Invoicing integration isn\\\'t added in yet accept quickbooks online which is not good when competing with the top 10 crm companies. This is a must.

Reviewed 3 years ago

Read full review >

More reviews from 12 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

Best Google CRM

Read full review >
Dave Richards
4/5

Overall impression

4/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 05.11.2021 Company Size: 11-50 Employees Industry: Computer Software

PROS: Salesmate CRM is simple to use. For user’s such as me who are already working in a Google environment, it is a boon as it integrates well with the Google Apps. It offers competent CRM capabilities and has a number of useful lead management features. The automation takes care of the manual tasks.

CONS: The dearth of integration with every G-Suite App which I wish is resolved quickly.

What do you think about this review?

Great Poor

Easiest CRM ever

Read full review >
Steve Morris
4/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 22.09.2021 Company Size: 1-10 Employees Industry: Information Technology and Services

PROS: Easy pipeline and project management. Calling made easy. Now I don't need to use any other integration, they provide it within the CRM. I like that part.

CONS: In some cases, like marketing campaign, I think there's a scope of improvements. Though they have the text and email campaign facilities, which I use!

What do you think about this review?

Great Poor
Show More User Reviews (12)

A simple sales activity management tool for an Information Technology Business

Read full review >
Pritesh Gajjar
4/5

Overall impression

5/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Published on: 24.07.2021 Company Size: 11-50 Employees Industry: Information Technology and Services

PROS: Simple, elegant, user-friendly. Provides a single deal view. Two-way sync for Gmail and other webmail services. As a business owner, this is what I wanted. I need to keep a tab on accounts, my daily expenses, and the clients. Salesmate is my companion in my journey towards setting up my dream business. I can access all my data from any location, I can move deals on the go, I can track my appointments, my email conversations, and my call history.

CONS: Well, I have not encountered any cons, but I do have a suggestion. they should come up with marketing automation

What do you think about this review?

Great Poor

Not bad as a crm and easy to use but still has its issues

Read full review >
Anonymous Reviewer
3/5

Overall impression

4/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 07.07.2021 Company Size: 1-10 Employees Industry: Marketing and Advertising

PROS: Bulk emailing is amazing with tagging which is what I use it for the most. Also, the ability to see the emails trail in each contact is great. Their customer service is amazing and they are very polite and courteous. They are striving to always get better which is a good sign but improvement need to be made to mix it with the big boys.

CONS: They are quite a few glitches that I experience. They do fix most of them but everytime one is fixed, I find that another little glitch occurs. They have a quick turn around usually in fixing issues. What could work better is many more Api\\\'s. If open a notification in Gmail, I the email doesn\\\'t display correctly. They informed me they are waiting on Gmail to approved the extension fix. They don\\\'t have enough Apis compared to many other platforms such as Copper, Salesforce and The Hub Spot. They still need Xero api which I am still waiting for. The salesmate extension in Gmail needs quote a bit of work to make it easier to work with. The display option isn\\\'t quite right yet. Also, they only have conversation only view in emails when using salesmate email which I really dislike and they dont give you an option to turn it off. I loath it. They used to have it off prior to joining bit didn\\\'t give an option to turn it off once they changed it back. Another thing to get better is if a contact has 2 emails,when you send an email, it doesn\\\'t track it to see who opened it. It says opened by anyone. Invoicing integration isn\\\'t added in yet accept quickbooks online which is not good when competing with the top 10 crm companies. This is a must.

What do you think about this review?

Great Poor

One of the best CRM’s we’ve ever used

Read full review >
Avni Gajjar
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 01.04.2021 Company Size: 1-10 Employees Industry: Marketing and Advertising

PROS: As a small business owner with limited resources, I needed a tool that was customizable and cost-effective. Our primary needs were ease-of-use, effective data management, quick automation and seamless integration with third-party apps. Salesmate met all our criteria and proved to be of great value to our small business.

CONS: We would like to see features that would assist us in tracking our accounting transaction and managing our projects.

What do you think about this review?

Great Poor

Simply the best project and task management tool

Read full review >
Mary Newland
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 31.03.2021 Company Size: 51-100 Employees Industry: Business Supplies and Equipment

PROS: Best graphics user interface (GUI) and user experience (UX) across all online/mobile project and task management platforms available in the marketplace in 2018.

CONS: My experience has been so great that I have recommended it to clients and other independent consultants.

What do you think about this review?

Great Poor

All-in-one sales solution for small businesses

Read full review >
Shraddha Shah
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 23.03.2021 Company Size: 1-10 Employees Industry: Health, Wellness and Fitness

PROS: Salesmate has everything that our company needs. The price is right, and it has excellent features that helped us in improving our sales. With a clear visual representation of our sales process, we could track our important deals and follow-up on-time. We could manage and access our data in a more organized manner.

CONS: I am not able to automate all my marketing activities but i know that will be too much to ask for.

What do you think about this review?

Great Poor

Amazing CRM with good support

Read full review >
Myron Stewart
5/5

Overall impression

4/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 15.02.2021 Company Size: 11-50 Employees Industry: Computer Software

PROS: The setup time was really quick. Our team started using the platform from the first day. The workflows made it easier to manage my sales pipeline. As an entrepreneur, I needed a system that will travel with me to every place that I visit.

CONS: Nothing much but they can work on providing more integrations with other third party apps.

What do you think about this review?

Great Poor

Amazing CRM with good support

Read full review >
David Cook
4/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 02.07.2018 Company Size: 11-50 Employees Industry: Computer Software

PROS: The setup time was really quick. Our team started using the platform from the first day. The workflows made it easier to manage my sales pipeline. As a vice president of sales & marketing, I needed a system that will travel with me to every place that I visit. After the free trial, I was sure that Salesmate is going to be the CRM that I need to streamline my entire sales process. It is loaded with great features and allows me to tweak the system as I need. The automation of emails and follow-up activities saves a lot of my time. Easy lead creation and smooth process help my team to achieve sales targets quickly. I have been using Salesmate for the past six months and have witnessed the system bring a lot of new features for the web as well as the mobile app.

CONS: Would like the platform to have project management features to handle the development side of my business.

What do you think about this review?

Great Poor

Keeps My Business Organized

Read full review >
James Myers
5/5

Overall impression

4/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 18.05.2018 Company Size: 1-10 Employees Industry: Information Technology and Services

PROS: Sales processes, schedule, emails get organized. One can easily check on everything at a glance. Easy to use and UI design is streamlined and appealing.

CONS: There are many third-party integrations available but there is still a scope to add some more integration options.

What do you think about this review?

Great Poor

Amazing Experience with CRM App

Read full review >
Dagny Barber
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 13.10.2017 Company Size: N/A Industry: N/A

PROS: I like the features they are offering. When I used Salesmate, I found a drastic change in my salespeople. It was easy to use, organized and joyful experience. My employee love to use it. They support is extraordinary.

CONS: I didn't find any. Whenever I found any issues, I just called them and asked them. They are quick enough to resolve any problem.

What do you think about this review?

Great Poor

Saves the time and easy to use CRM

Read full review >
Anonymous Reviewer
5/5

Overall impression

4/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 26.09.2017 Company Size: 51-100 Employees Industry: Information Technology and Services

PROS: I was looking for the CRM that could help me manage my leads as well as sales process. The most important thing I liked about Salesmate is it is easy to use and flexible enough that anyone can use it according to the process. The best tool for converting leads into customer and building stronger customer relationships. Everything is perfect with a great experience.

CONS: I like Salesmate because of it’s smooth emailing features. It provides email templates and email tracking for clients. But I would love to see some more intuitive inbuilt templates.

What do you think about this review?

Great Poor
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Published on: 24.07.2021 Company Size: 11-50 Employees Industry: Information Technology and Services

Not bad as a crm and easy to use but still has its issues

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Anonymous Reviewer
3/5

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Value for Money

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Published on: 07.07.2021 Company Size: 1-10 Employees Industry: Marketing and Advertising

One of the best CRM’s we’ve ever used

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Avni Gajjar
5/5

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5/5

Customer Support

4/5

Value for Money

4/5

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Published on: 01.04.2021 Company Size: 1-10 Employees Industry: Marketing and Advertising
Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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