MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES

Salesmate Review

Salesmate
Our score: 8.3 User satisfaction: 100%

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

An award given to products that have recently entered the market but are already becoming very popular
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.

Salesmate Position In Our Categories

Because companies have their own business demands, it is only rational that they avoid settling on an all-encompassing, “perfect” software. At any rate, it would be almost impossible to come across such a software product even among sought-after software systems. The practical thing to do would be to jot down the varied critical functions which merit examination including key features, price terms, technical skill capability of staff, company size, etc. The second step is, you must do the product research fully. Have a look at some of these Salesmate reviews and look into the other software solutions in your list more closely. Such detailed product investigation ascertains you drop ill-fitting software products and select the system that provides all the benefits you require business requires to achieve growth.

Position of Salesmate in our main categories:

TOP 200

Salesmate is one of the top 200 CRM Software products

If you are interested in Salesmate it could also be sensible to check out other subcategories of CRM Software gathered in our database of B2B software reviews.

Every business is different, and may call for a particular type of CRM Software solution that will be designed for their company size, type of clients and staff and even particular niche they deal with. You should not count on finding an ideal app that will work for every company regardless of their background is. It may be a good idea to read a few Salesmate CRM Software reviews first and even then you should keep in mind what the solution is intended to do for your company and your employees. Do you require a simple and intuitive app with just elementary features? Will you actually use the advanced functionalities required by experts and large enterprises? Are there any specific tools that are especially practical for the industry you operate in? If you ask yourself these questions it will be much easier to find a reliable app that will fit your budget.

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

Positive Social Media Mentions 9
Negative Social Media Mentions 0

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.

Video

Screenshots

Technical details

Devices Supported

  • Android
  • iPhone/iPad
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

Popular Salesmate Alternatives

Top Competitors To Salesmate By Price

Trending CRM Software Reviews

Product name:
Score:
Satisfaction:
9.1
100%

Salesmate Comparisons

Salesmate user reviews

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: 07.01.2020 Company Size: 1-10 Employees Industry: Marketing and Advertising

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: 18.09.2018 Company Size: 11-50 Employees Industry: Computer Software

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: 11.09.2018 Company Size: 11-50 Employees Industry: Information Technology and Services

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: 07.09.2018 Company Size: 1-10 Employees Industry: Information Technology and Services

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: 05.09.2018 Company Size: 1-10 Employees Industry: Marketing and Advertising

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

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 2 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 2 months ago

Read full review >

More reviews from 12 actual users:

Sort by:

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

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: 07.01.2020 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

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: 18.09.2018 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

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: 11.09.2018 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

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: 07.09.2018 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

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: 05.09.2018 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

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: 04.09.2018 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

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: 31.08.2018 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

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: 30.08.2018 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 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
women man women man man women

Join a community of 7,369 SaaS experts

Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.

Sign in with LinkedIn Why we require LinkedIn?
  • Show the community that you're an actual user.
  • We will only show your name and profile image in your review.
  • You can still post your review anonymously.

OR

Sign in with company email

Sign in with company email

Reviewed By Louie Andre
Page last modified
Did you find this review useful?
Yes No

Thank you for your feedback

How can we make this page better?

Unsure about this software?
FIND ALTERNATIVES
TOP

Why is FinancesOnline free? Why is FinancesOnline free?

FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.