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Salesmate REVIEW

CRM Software

11 user reviews
USER SATISFACTION 100%
OUR SCORE 8.3

What is Salesmate?

Salesmate CRM is a solution built for small and medium businesses to streamline the sales workflow and help win new customers. It has a host of robust and powerful tools that reduce your sales team’s manual workload so they can focus more on engaging and converting leads and clients. One of these is its visual sales pipeline that provides you with insights while being visually engaging.

Salesmate CRM also offers smart emails which you can track. You are informed when your recipients interact with your email. What’s more, you can transform your best-performing business email into a template so you can leverage it in the future.

Salesmate has built-in calling and texting tools as well. These allow you 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 your financial and computing resources.

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 for 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. This way, you can save time and ensure that everyone on the list receives the text.

Automated Workflows

Working smartly helps you achieve more. Salesmate automates redundant tasks. This allows your sales representatives to devote more of their time in 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 the insights they need regarding 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 ensure 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 if the need arises.

Product Catalogue

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 availabilities of your items. Additionally, you can utilize the catalog in creating deals and linking them to promotions so you can sell globally with ease.

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?

Team Inbox

It is easy to miss sales opportunities brought by recurring business due to delayed replies to emails. Salesmate’s shared inbox resolves this, as everyone on the team has access to the latest emails. As such, anyone can answer customers’ queries and close deals faster. Moreover, this helps in fostering long-lasting customer relationships.

Calling without Integration

Calls usually happen with physical phones or with integrated calling software. Salesmate changes that by providing a built-in phone system. This enables sales representatives to get in touch with leads and customers quickly without wasting time juggling a PBX and a separate CRM. Additionally, the solution has texting, bulk SMS, call recording, voice mailing, and similar features.

Geolocation Tracking

Field sales is challenging because of the recording processes. Salesmate eases such with its geolocation tracking feature. This gives field representatives a better experience, as each information they add to the system is automatically tagged with the location. Furthermore, this tool enables sales representatives to find new opportunities when meetings are missed or canceled. As such, they can motivate themselves and not feel that their efforts to travel have been wasted.

Awards & Quality Certificates

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Salesmate Position In Our Categories

Position of Salesmate in our main categories:

200

Salesmate is one of the top 200 CRM Softwareproducts

200

Salesmate is one of the 200
CRM Software products


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

Since each enterprise has specific business needs, it is sensible for them to refrain from looking for a one-size-fits-all ideal software application. Needless to say, it would be useless to try to find such a system even among market-leading software platforms. The smart thing to do would be to catalog the various essential factors that need consideration such as key features, budget, skill levels of employees, company size etc. Then, you should do your homework thoroughly. Read some Salesmate reviews and look into each of the other apps in your shortlist in detail. Such exhaustive homework can make sure you weed out ill-fitting systems and zero in on the system that offers all the elements you need for business success.

How Much Does Salesmate Cost?

Salesmate Pricing Plans:
Free trial

Salesmate has two affordable options for enterprise pricing that you can pay for month-to-month or once a year. The details for 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 Managemen
  • 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

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

Screenshots

Salesmate dashboard 1
Salesmate dashboard 2
Salesmate dashboard 3
Salesmate dashboard 1
Salesmate dashboard 2
Salesmate dashboard 3
Salesmate dashboard 1
Salesmate dashboard 2
Salesmate dashboard 3
Salesmate dashboard 1
Salesmate dashboard 2
Salesmate dashboard 3
Salesmate dashboard 1
Salesmate dashboard 2

Technical details

Devices Supported
  • Android
  • iPhone/iPad
  • Web-based
Language Support
  • English
Pricing Model
  • Monthly payment
  • Annual Subscription
Customer Types
  • Small Business
  • Medium Business
  • Freelancers
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • LIVE SUPPORT
  • TRAINING

Salesmate User Reviews

Dave Richards

11 months ago
Verified
user


Steve Morris

12 months ago
Verified
user


Avni Gajjar

Shraddha Shah

What are Salesmate pricing details?

Salesmate Pricing Plans:
Free trial

Salesmate has two affordable options for enterprise pricing that you can pay for month-to-month or once a year. The details for 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 Managemen
  • 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

What integrations are available for Salesmate?

Salesmate makes your digital ecosystem more connected and streamlined with 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

User reviews


User reviews in total: 11

6
5
0
0
0

Average Rating:

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The most favorable review

Avni Gajjar

12 months ago


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.

The least favorable review

Dave Richards

11 months ago


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.

Dave Richards
Report a concern

Published 11 months ago
Verified
user
Pro
review
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...



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Pritesh Gajjar
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Published 12 months ago
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user
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...



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Steve Morris
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Published 12 months ago
Verified
user
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.



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Avni Gajjar
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Published 12 months ago
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user
Pro
review
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,...



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Shraddha Shah
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Published 12 months ago
Verified
user
Pro
review
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...



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Mary Newland
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Published 12 months ago
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user
Best graphics user interface (GUI) and user experience (UX) across all online/mobile project and task management platforms available in the marketplace in 2018.



1 person thinks this review is helpful

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Myron Stewart
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Published 12 months ago
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user
Pro
review
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...



1 person thinks this review is helpful

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David Cook
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Published 1 year ago
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user
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...



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James Myers
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Published 1 year ago
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Pro
review
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.



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Dagny Barber
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Published 2 years 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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