Salesmate REVIEW

CRM Software

2 user reviews
USER SATISFACTION 100%
OUR SCORE 8.2

What is Salesmate?

Salesmate is an intelligent business CRM that assists companies in converting leads into customers. The platform is simple and easy-to-use and can be personalized by every sales person in the team. This enables them to work with a software they can navigate flawlessly and boost their productivity in the process.

With Salesmate, sales teams can manage their pipeline efficaciously and save time in all aspects of their work processes. The platform’s assistance allows them to capture leads with less effort. On top of that, the software automates parts of the workflow so the sales team spend more time engaging potential customers rather than managing data.

Moreover, Salesmate makes certain that businesses do not lose track of valuable leads. The software notifies the sales team of a prospect that has not been followed-up to ensure that they are continually engaged with. This allows businesses to keep valued contacts and maintain communications with them.

Overview of Salesmate Benefits

Salesmate is designed in an intuitive way that helps users in tapping the valuable data related to sales and customers at any time, from any place and by using any device. The intuitive interface, integrated communication, cross platform presence and real-time sales intelligence data help the users in leveraging visibility into the sales pipeline and help in a better sales forecast.

With the an impressive Salesmate chrome extension and powerful mobile app, your sales team is not bound to the confines of office infrastructure and can access the important data, schedule sales call and field visits without worrying about the paper work anymore, all the necessary information is on your fingertips.

With Salesmate, connecting with over 300 apps that can help you in carrying out your daily sales process is really feasible. You can easily set up Salesmate and synchronize your Yahoo, Outlook, Exchange or Google account into this smart CRM system.

Get detailed reports about your sales team’s’ performance or pull up individual reports with Salesmate with better insights that range from time spent on doing a task or duration a lead took to get converted into a customer. You can do much more with this aesthetically appealing and intuitive CRM.

Make More Use Of the Enhanced Reporting

Any organization that invests their efforts in various cumbersome sales activities wants to know one thing and that is whether their efforts are reaping any kind of benefit or not. Salesmate’s various reporting features make it “the” must have system.

Email templates are provided by many CRM system, but Salesmate has gone one step ahead and provided the ‘Email Template Usage Analytics’ which helps you in understanding the psyche of the lead and the customer based on the open rate of email with certain templates.

Activity insight is another such reporting tool that helps you in measuring the time taken by your sales reps in completing any given task be it a sales call or wrapping up a meeting.

The dashboard has the full pipeline view which gives you the live report regarding the status of the lead as per their current stage.

Customization

The aesthetics of Salesmate CRM facilitate the user to customize the whole look and feel of the system. With Salesmate you can manage the column, the form layout and the deal stages. Based on the industry preferences, the freedom of customizing your CRM system means that Salesmate is not restricted to be adopted by single industry.

It is the personal sales manager that you can use to keep tab on your customer, lead, contact, activities and much more. And a customizable setup comes in handy in managing all these modules when you are dealing with numerous customers.

Close Deals Swiftly

The task of closing a deal just doesn’t end with clicking the “Add Deal” button. It needs to go through all the deal stages and end the sales cycle with a proper closure of the prospect, which means that a new customer has been added to your contact list.

With Salesmate you can swiftly plan meetings and schedule appointments in calendar. You will have the status of the deals in the dashboard which helps you to know the duration it has stayed there. You can develop a proper plan of action depending on the stages the various deals and prioritize what steps should be taken to close them.

Set Smart Sales Goals

With Salesmate’s intelligent predictive algorithm, you gain useful insight into the entire sales cycle. The actionable data collected inside the system assists you in taking well informed actions while allocating your resources towards the sales process.

Salesmate CRM system helps you in forecasting your next steps based on the 360 view of the customer behavior. With the email tracking features you can prepare your next marketing campaigns and make your email content more appealing, ensuring better open rate.

Smart Workflow Management

Time is important for sales reps and Salesmate understands this aspect of a sales person’s daily schedule. With Salesmate’s workflow management you can easily automate some of the basic yet important tasks and add to the productivity of the team. Once a contact gets created in the database a welcome email based on the workflow selected by you will get sent to them. The system can also schedule a follow-up call (activity)to one of your sales representative, based on the workflow you set.

Mobile Optimization

Salespeople are not bound to their cubicles or workstations and that freedom is complimented by Salesmate’s mobile apps that come in handy for your reps while they work remotely. Whether it is making an appointment with their prospects or planning a follow-up call with a client or accessing the contact details of recently acquired leads, everything is available to them within the mobile apps.

Overview of Salesmate Features

  • Great Sales Pipeline View
  • Email integration
  • Goal Setting & Reporting
  • Contact History
  • Google Calendar & Contacts Integration
  • Powerful API
  • Mobile Apps
  • Full Customization
  • Roles & Organizational Hierarchy
  • 24/7 Support
  • Timeline view
  • Sales reporting
  • Reliable and safe
  • Google Apps integration
  • Email tracking
  • Google Maps integration
  • Powerful API
  • Multi-currency
  • Simple data import & export

What Problems Will Salesmate Solve?

1. Automise Your Activities

Modify sales workflow with Salesmate for better interaction with your leads. Setting the reminders for various tasks, allocating activities for the contact and assigning it to the sales reps and sending outbound emails, all this tasks can be automated with Salesmate.

2. Smart Email Tracking

You have different formats of email templates that have been designed to be sent out for separate occasions. But just sending out these emails does not help you, does it? You need more insight on the emails that were opened and any other activities that is associated with your emails. This data helps you in prioritizing the sales call and helps you stay ahead of the competition.

3. Always Be Prepared

Juggling between customer data is arduous and frustrates sales reps plus you do not want to mix a Rachel with a Monica. With Salesmate all the associated data of the client can be pulled up with relevant name, tag, deal and company search. Having a central pool of your data means you never let your guard down and lose on a crucial deal and this also helps you become productive.

4. Qualify For More Deals

Features like email tracking and sales goals tracking help a manager in taking proper measures while managing deals. Too much time taken to close a deal means loss of valuable time, resources and money.
Salesmate helps you in tracking each and every deals and gives you the flexibility of setting notifications for each and every activity done inside any particular deal.

Don’t miss out on connecting with your clients with the enhanced email and template tracking feature which allow you to understand how the customer things based on the mail he opens.

Awards & Quality Certificates

Salesmate Position In Our Categories

Position of Salesmate in our main categories:

200

Salesmate is one of the top 200 CRM Software products

200

Salesmate is one of the top 200
CRM Software products


If you are considering Salesmate it could also be sensible to examine other subcategories of Best CRM Software listed in our database of B2B software reviews.Customer Service Software, Online CRM Software, Feedback & Reviews Management Software

Each enterprise has different requirements and needs a software that can be personalized for their size, kind of workers and customers, and the specific industry they are in. For these reasons, no system can offer perfect features out-of-the-box. When you try to find a software product, first be sure what you need it for. Read some Salesmate reviews and ask yourself do you need basic tools or do you need sophisticated tools? Are there any industry-specific tools that you are looking for? Obtain the answers to these queries to aid your search. There are multiple aspects that you need to consider and these include your budget, particular business requirements, your company size, integration needs etc. Take your time, try out a few free trials, and finally zero in on the app that presents all that you want to boost your company efficiency and productivity.

How Much Does Salesmate Cost?

Salesmate Pricing Plans:

Salesmate offers both monthly and annual enterprise pricing plans, depending on the user’s preferences. Here are the details of each:

*Yearly – $12/month

*Monthly – $15/monthly payment

  • Unlimited Deals
  • Multiple Sales Pipelines
  • Unlimited Contacts
  • Unlimited Tasks
  • User Hierarchies & Permissions
  • Email Templates
  • Bulk Emails
  • Time-Limited Full Email Sync
  • G Suite Integration
  • Auto Email Attachments
  • Search Function
  • Mobile Apps
  • Google Chrome Extension
  • Email Open & Click Tracking
  • Workflow
  • Dashboards
  • Custom Reports
  • 1GB Free Storage/User
  • API Access
  • Add-On Space

User Satisfaction

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Salesmate reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Salesmate. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

9

NEGATIVE SOCIAL MENTIONS

0

Video

Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • USA
  • UK
  • Canada
  • International
Pricing Model
  • Monthly payment
  • Annual Subscription
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted
  • Open API

What Support Does This Vendor Offer?

  • EMAIL
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

Salesmate User Reviews

Dagny Barber


Anonymous Reviewer 2 months ago
Verified
user


What are Salesmate pricing details?

Salesmate Pricing Plans:

Salesmate offers both monthly and annual enterprise pricing plans, depending on the user’s preferences. Here are the details of each:

*Yearly – $12/month

*Monthly – $15/monthly payment

  • Unlimited Deals
  • Multiple Sales Pipelines
  • Unlimited Contacts
  • Unlimited Tasks
  • User Hierarchies & Permissions
  • Email Templates
  • Bulk Emails
  • Time-Limited Full Email Sync
  • G Suite Integration
  • Auto Email Attachments
  • Search Function
  • Mobile Apps
  • Google Chrome Extension
  • Email Open & Click Tracking
  • Workflow
  • Dashboards
  • Custom Reports
  • 1GB Free Storage/User
  • API Access
  • Add-On Space

What integrations are available for Salesmate?

Salesmate seamlessly integrates with the following third-party applications:

  • Cognito Forms
  • Shopify
  • ActiveCampaign
  • Squarespace
  • WebMerge
  • RingCentral
  • Slack
  • Gravity Form
  • MailChimp
  • Wufoo
  • Clearbit
  • Zapier
  • Google Maps
  • Google Drive
  • Google Contacts
  • Google Calendar

User reviews


User reviews in total: 2

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The most favorable review

Dagny Barber

1 month ago


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.

The least favorable review

Anonymous Reviewer

2 months ago


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.

Dagny Barber
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Published 1 month ago
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...



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Anonymous Reviewer
Report a concern

Published 2 months ago
Verified
user
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...



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