- Home CRM Software Salesmate A simple sales activity management tool for an Information Technology Business
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User review
of Salesmate
A simple sales activity management tool for an Information Technology Business
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by Pritesh Gajjar
USER SATISFACTION
RECOMMENDATION Very likely
6 out of 7
COST EFFICENCY Superb
7out of 7
OVERALL IMPRESSION very good
4out of 5
EASE OF USE very good
4out of 5
CUSTOMER SUPPORT amazing
5out of 5
PROS & CONS
What are the best aspects of this product?
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.
What aspects are problematic or could work better?
Well, I have not encountered any cons, but I do have a suggestion. they should come up with marketing automation
What features/services would you like to see in future versions of this product?
A simple invoicing system so I don't have to look for other apps.
What specific problems in your company were solved by this product?
Previously we have been using many different tools to organize our business, but ever since we have started using Salesmate, we could cut down the cost of multiple tools.
Are you a current user of this product?
Yes
USER DETAILS
How long have you been using this product?
1-3 years
COMPANY DETAILS
What is your company size?
11-50 Employees
What is your industry?
Information Technology and Services
USAGE & IMPLEMENTATION
Did your company use a different software before this one?
Yes
What software did you use before?
Zoho CRM
Why did you decide to change it?
Better user experience
Are you satisfied with the change?
Very much!
How did your company implement this product?
in the cloud
How long did it take to set up this product?
less than 1 hour
How many people in your company actively use this product?
several employees
What is the primary use of this product in your company?
both B2B & B2C
EFFECT ON BUSINESS GOALS:
How did using this product affect your business goals?
- It allows us to store and organize information about our customers in a more efficient way
- It allows us to solve our customers problems faster and in a more efficient way
- It allows us to synchronize customer data between departments and teams
PRICING & COSTS
What was the cost of implementing this product?
It is a monthly subscription
What is your total annual cost for using this product?
$72 for 6 user
How long is your contract with the vendor?
1 year
Did you get any discount for this product? How much?
$18/month
FEATURE DETAILS
Sales & Marketing Automation
Sales Opportunity Management very good
4
Customer Management amazing
5
Task Management very good
4
Contract Management very good
4
Pricing Management amazing
5
Email Marketing very good
4
Order Management very good
4
Analytics
Reports very good
4
ROI Analytics very good
4
Integrations
API amazing
5
Calendar & Contacts Sync amazing
5
Export & Import of Data amazing
5
Available Integrations amazing
5
Customer Service
Call Center Tools amazing
5
Issue Tracking amazing
5
Support Portal amazing
5
Knowledge Base Management very good
4
General Features
Collaboration Features amazing
5
Dashboard amazing
5
Overall Performance amazing
5
Access & Role Management amazing
5
Mobile Support amazing
5
File Management very good
4
Security amazing
5
