Salesmate

Pros

Frankly, speaking as an administrator of the tool and as a user of the tool - It gave me complete control of all my admin activities, for each and every thing - I don't have to ping the Salesmate.io support team as it easy to understand and everything is detailed and shared in the knowledge center. As a user of the tool, I feel immensely happy as it allowed me to automate my regular work. Highly recommend this tool for any of the organization.

Cons

What i feel is they should allow the tool to get integrated with Skype and ZoomInfo or third party databases for contact building.

Alternatives Considered

Reasons for Choosing Salesmate

Reasons for Switching to Salesmate

Pros

I've had the pleasure of working with Salesmate for our business needs, and I couldn't be more impressed with their services. Their platform is intuitive and user-friendly, making it easy to manage our operations efficiently.

What truly sets Salesmate apart, though, is their exceptional support team. The business representatives have been consistently professional, responsive, and genuinely invested in our success.

Salesmate has significantly benefited our sales team by streamlining our processes and providing valuable insights that have boosted our productivity and sales performance.

The tools and features available have empowered our team to work more effectively, manage leads better, and close deals faster. The automation and analytics provided by Salesmate have allowed our sales team to focus on selling, while reducing administrative tasks.

Every interaction with their support team has been positive, and their expertise and dedication have played a crucial role in our smooth experience. I highly recommend Salesmate to any business looking for top-notch service, support, and a positive impact on their sales operations.

Cons

Nothing So Far. Great Platform For Any Sales Team.

Cons

I love it so I cant say anything bad at all

Pros

Pipeline Graphic is easily accessible and digestible

Cons

The data sharing capabilities could be improved.

Pros

Salesmate is really easy to use: plain and simple Opportunity and Lead management

Cons

Need to improve in all marteting activity and marketing automation

Alternatives Considered

Reasons for Choosing Salesmate

Switched From

Reasons for Switching to Salesmate

Pros

I use Salesmate to follow all leads and clients through their time with our company. Syncing with our phone system allows my team mates and me to see all communications (calls, texts, emails, site visits, etc) with a client in one place. Automated email sequences have significantly decreased the amount of time I spend following up with folks and setting activity reminders helps me make sure leads stay warm.

Cons

It took a few months to get a good grip on all that Salesmate has to offer. Not a huge drawback, just something to be aware of.

Alternatives Considered

Reasons for Switching to Salesmate

Pros

I tried literally every CRM I could find on Google and nothing worked until I found Salesmate. I'm honestly struggling to write this review only because I keep rambling on about features I love that it gets way too long. Bottom line for me is this just works! It's so easy to use, easy to set up, every feature works (which may sound weird but I have had at least 10 other CRM's that features didn't work right or I had to do some kind of workaround to have a basic email workflow), the layout is fantastic, the mobile app works great, the price is good - I can't fault this!

And when I say I tried every other CRM I could find, I mean it. I didn't try Salesmate sooner because I couldn't find it sooner. I can't recommend Salesmate enough and again - I have tried SO MANY other CRM's including Hubspot, Zendesk Sell, Nutshell, Pipedrive, Keep, Salesforce, Monday.com, ClickUp, Airtable, the list goes on and on and on.

This is honestly the best. Just sign up for Salesmate. If you are still reading, just do it!

Cons

The only thing I can say is within the deals page when you click on a deal I wish that was laid out a little better. But I am truly nitpicking here. You can work everything just fine, I have had no issues, it's so easy to keep track of everything, I just wish this one page was a little easier but in my opinion that is not a reason to avoid this platform. Again, just sign up. I love everything about this platform.

I will say, I haven't experienced the customer service yet but there is a chat icon right at the top of the screen and already that is better than a lot of other CRM's I've tried.

Alternatives Considered

Reasons for Choosing Salesmate

Switched From

Reasons for Switching to Salesmate

Pros

Things that makes Salesmate my favorite CRM - Ease of useCustomizable Sales progress tracking dashboardsIntelligent email campaign tracking mechanismMakes my campaigns GDPR compliant in EuropeAlmost zero Downtime

Cons

Presence of few more integrations like skype, zoom info would be better

Pros

Intuitive interface
Comprehensive feature set
Automation of routine tasks
Detailed analytics and reporting
Seamless integration with other tools
Exceptional customer support

Cons

Mobile performance can be slower
Complex customisation setup due to rich feature set
A definite learning curve for new users

Pros

The platform is well designed and modern with all of the bells and whistle you would need and expect. All of the table stakes built around a thought architecture. I think what is most impressive about Salesmate is the team, that are engaged partners and have invested in my success.

Cons

Minor usability improvements can me made in the ui.

Alternatives Considered

Reasons for Switching to Salesmate

Pros

Email Campaigning that can track my emails. Dashboard that will keep my daily activities on track. Import Export feature has saved my time. There are many more.

Cons

Directly adding the LinkedIn contact details on the Salesmate would be really good.

Pros

I have tried many many CRM's over the last several years but finding Sales Mate was a real stroke of luck.

The ability to customise this software to do exactly what you want is incredible, it can create workflows so repetitive literally the support will set it up to copy and routine / field you want. Email is fantastic, views and reports are beautifully laid out and all can be edited to suit. It pulls data from social media profiles, you can create as many email templates as you want but, above all that is the support .... In all my time I don't think i have every experienced support as responsive and good as what this company delivered. They quite literally customised me a workflow overnight that copied Company data into contact data every time I added a new contact to a company copying all the custom fields saving my staff mountains of typing and mundane processing which means they will use the software even more and it will keep my data clean and consistent

There is so much more this crm does I don't have the space to write it, mobile phone app is brilliant, importing data was easy, integrations to loads of other software, tag management, voice calling if you want it, but get this ...

I've used sales Force and a plethora of others and this blows them all away per month for everything.
Thanks, guys for delivering this software I'm seriously impressed

Cons

Sometimes the software might lag a bit on the desktop but nothing that puts me of.

I couldn't find an app for my tablet only mobile

When setting up your email wish there was a tick box to unselect all folders when asking which folders to sync as I had over 200 and only wanted my inbox and sent to sync and had to untick each one.

To make this the ultimate solution to my business I wish we could create deals without having to add a contact that would be amazing, and I would pay for that.

I would suggest adding Instagram, Pinterest & You Tube Social media links as standard as these are obviously very popular and be great to see them populate too.

All of the above by the way are just my wish list

Pros

I had been looking for a simple CRM that had email templates that could be dispatched from the Deals/Opportunities module and inbound emails to be attached to the corresponding deal. Most CRM"s
attach inbound and outbound emails to the contact or company record but since I deal in multiple deals of my clients, Salesmate was spot on!

The set up was ridiculously simple and the features were germane to any business.

Cons

In my opinion, custom field options need to be expanded. For example, simple formula fields like addition/subtraction, a more customizable Dashboard, a more robust email module, a more advanced Quickbooks add-on.

Alternatives Considered

Reasons for Choosing Salesmate

Reasons for Switching to Salesmate

Pros

Salesmate is feature full so there are many features that are my personal favorite. Sales pipeline and activity tracker is the feature that i liked the most, in my org handling multiple sales activities is a very tough work but with the help of activity tracker our sales department easily track various sales activities and make creative data visualization of it through actionable insights. Built-in calling feature is another good feature you can direct make a call to your contacts on Salesmate.

Cons

While using it more than 4 months i didn't find any issues with any feature. But i felt its G-suit integration process little bit difficult. Also i would to mention its community support which is less impressive than other CRMs like Pipedrive or TeamWave.

Pros

Many of the main functions needed to be in professional sales, none of the wackiness. I have tried almost every CRM on the market. All of them fall short... even Salesmate has room to improve, but the overall quality and out of the box functionality blew us away. The customer support is some of the best we've experienced. Check out their Youtube channel... it says a lot. Many other CRMs have been around for years and don't have half of the help videos. Finally, the financial value is incomparable. No other sales app, with this set of functionality, comes close (price-wise). I am very impressed.

Cons

Sometimes, key functions are tucked away. They are there, but implemented in un-obvious ways. Once you get used to the UI and look at the support videos, it comes together well.

Pros

Helps in resolving agreements quickly. It provides a easy setup with highly automated procedures. Which helps the sales sales team to work more efficiently.

Cons

I can hardly say I disliked anything about this software.

Pros

Salesmate is easy to set-up and use. We could customize Salesmate to meet the exact requirements of our sales team. We found it very helpful as all the necessary information about a contact is streamlined at one place. It provides a detailed overview of each deal in the sales pipeline that has helped us in making better decisions.

We were pleased with the assistance we got from their support team. They are always ready to help you. Overall, we found Salesmate to be an excellent cloud-based sales CRM at a great price.

Cons

We didn't find anything bad about Salesmate. It keeps getting better with time. Just waiting to see more upgrades and new features in the CRM

Pros

Salesmate offers a very affordable one price offering with no contracts. Within the CRM you have the ability to manage every lead with segment filters, manage meetings, track and send emails, sales forecasting, integration with gmail and other email providers, call recording, text messaging, chrome extension, email tracking from gmail, tons of integrations, and a mobile app to boot!

Cons

The only thing missing is a voicemail drop option. This CRM is comparable to the big names but has a cleaner interface.

Pros

Easy to use, I can send and track emails to the customers or potential customer on real time. Help me to create sales goals, and complete them, since is very easy to follow up. Easy to use deal and lead generator

Cons

I can not email if the company is not created

Pros

Very intuitive, very user friendly yet extremely powerful.

Cons

I have yet to find something that needs improvement.

Pros

I loved the support and service provided as well as how user friendly the CRM is easy to use.

Cons

Learning a new system and the set up is not always easy, however I can say that the support given from the Salesmate team, made it very easy for me to do.

Pros

I've tried several different sales CRM solutions, and they all seemed to be a bit cumbersome and clunky. That is, until I tried out Salesmate.

It has all the features you need for a modern CRM, but it is simplified. They just did a better job thinking through how to take a load of features and make it as user-friendly as possible.

Seriously, this sales CRM stands out in the crowd.

Cons

There is only one thing that I am struggling with, and that is the texting platform. Texting is one of the best ways to communicate with others, and it seems a bit like an afterthought at this point.

That said, you can still easily text people and get replies from your own dedicated number right in Salesmate. I just wish the phone app prioritized texting, and maybe there was a screen in the web app where you could view your text conversations more easily.

Pros

Super easy to use and track activity across a company (especially an international growing one). I can easily see how the company sales activities are measuring up across our multiple regions, which helps when we organize sales campaigns, budgets, projections, etc.

Cons

As a growing start-up, I'm not technically a sales person but I use salesmate to still check up on our sales activities and follow/report my conversations. That being said, the activities page is a little much for a position like me where my email activity isn't necessarily helpful given most of them are project-based and not sales based.

Pros

The best part was the ease of moving leads through various stages.

Cons

The overall dashboard was sometimes pretty overwhelming due to excessive options.

Pros

Easy to use and affordable.

Pros

Ease of use. Look and relevance of dashboard. It makes organizing your activities and follow up very easy. Having all the relevant information to achieve your tasks in one place is very handy and saves a lot of time. I can look up product lists, get pricing, call my customer and send an email all from the same place. then i can schedule follow up to remind me to complete a task. its helps a lot in organizing my role and tasks.

Cons

Some of the web features are not available in the app. Inputing data from customer visits can be time consuming

Pros

The best part I like about Salesmate is its user interface and the ease of maintaining our day-to-day activities.Advantages:1. We can create contacts.2. We can create opportunities.3. We can maintain different dashboards.4. In-built dialer to support calling activities.5. Email tracking etc.

Cons

The only thing I don't like about Salesmate is sometimes dashboards won't work properly. Salesmate team needs to work on this and resolve the issue ASAP.

Pros

I like this software because of its ease of use and its tracking features...

Cons

the only thing I find a bit annoying is synchronization and allowing the tool to integrate with databases

Pros

Flexibility, customized dashboards, email tracking, automated process.

Cons

email tracking module can be still improved by providing accurate data

Pros

I like the deals page most and how easy you can create a timeline and move deals through them

Cons

Need to be able to associate multiple contacts to a deal or to a company

Pros

The agents who provide excellent 24/7 Customer Service, fully addressing every question or concern.

Cons

With so many features, I simply cannot find the time to learn them all.

Pros

It has the features of the most expensive CRM out there but with a low price tag. Their customer support is wonderful, they really take the time to make sure they solve your challenges, even send you custom walk trough videos making you feel like your are their only and most important customer.

Cons

Would like integration with WhatsApp Business and would like to be able to send more emails per day so I don't have to hire a third party email marketing tool.

Pros

Salesmate is a great software platform for small/medium businesses. We're in the process of building a highly automated sales / project management workflow, and Salesmate has by far the most powerful and user-friendly workflow automations (via Webhooks) that I've come across in testing many of the popular CRMs. Theoretically Salesforce is more powerful, but is also astronomically more complicated to actually configure - where Salesmate is straightforward and with only a moderate level of programming experience can be customized via Zapier or other web 2.0 services.

I've had many deep-dive technical conversations with the support team, and they've been absolutely astounding with fast and knowledgable responses to my questions about the platforms and the API.

The platform is very user friendly and took little time to onboard a team of 10 - far better than previous CRMs that we've worked with. The card view for deal progress is great and really helps visualize your sales pipeline. Also, while it still has a few minor quirks, Salesmate is by far the best CRM value across any platform that I've tested (and I've pretty much exhausted the list of CRMs!)

Cons

We transitioned from Base CRM, which has phenomenal email tracking support when integrated with Gmail - every email was associated automatically with the correct contact or deal automagically. Salesmate is working on this functionality, but at present only incoming emails are connected to contacts. (Outgoing emails sent through Salesmate are too, but outgoing from your desktop mail client or Gmail aren't). I've had several great/productive conversations with the support team and they're actively working on this however, and at the rate they're improving the platform I'm looking forward to having this functionality in the not too distant future!

Minor nitpick is the API documentation is also a little lacking, but actually has had some updates while I've been writing code against it and is getting a bit better. The acceptable API docs are offset however by the absolutely fantastic support, so if you ever are scratching your head or not quite getting the API response you'd expect, just ask!

Pros

Salesmate allows you to run campaigns through the platform to help with tracking the number of clicks along with your open rate. It's easy to use for follow-ups and scheduled activities. The deal pipeline is easy to use and easily viewed. Salesmate also syncs well with Google calendar.

Cons

The adopting of Salesmate was easy to transfer. Our company had an easy time integrating with Google Calendar. Salesmate often has trouble with syncing with RingCentral so there are multiple times that you have to re-authorize in order to track and log calls/ recordings.

Pros

After thorough research, I decided to invest in Salesmate CRM and so far, my experience had been good with this feature-rich system. It has all the necessary features I need for my business. I have clients from various industries. With Salesmate, I could create a sales pipeline for each industry and manage the sales process efficiently without any confusion. This intuitive solution helped me in tracking my deals and communication as well as gave the flexibility to automate the cumbersome activity of assigning tasks. The best part is that Salesmate integrates with various third-party applications making work easier and faster.

Cons

There were few minor glitches in the past, but with the new updates and advancements I haven’t encountered any problem recently.

Pros

The ease of use, features for what I need it to do and the support when im stuck or need alittle help, their right there every time and quickly via Chat, love it!
Im not a "write a review guy" but these guys and this product is becoming so valuable to my company and our selling efforts-easy 5 STARS! Well done and thank you, rarely do you find a product that gives you back more than what you need and expected.

Cons

It took alittle time to get comfortable, but really, that was days (maybe hours) and not a hard process. just familiarity as with anything new, so not much to complain about...

Pros

Integrated SMS, Email, etc.
I tried many different CMS's. This one is by far the best for our situation. We just log in, go through the notifications, etc. Just works. Great follow up features, etc.
The templates are such a lifesaver!

Cons

Email isn't perfectly reliable. SMS needs to be less than 160 characters to be 100% reliable.

Alternatives Considered

Reasons for Choosing Salesmate

Switched From

Reasons for Switching to Salesmate

Pros

SalesMate offers a feature set that is virtually complete and competes against CRMs which cost far more than SalesMate. Google integration is very good, template ability is excellent and there are workflow capabilities. Forecasting is also included. There is no limit on contact size.

Cons

We would like to see contact integration go both ways between SalesMate and Google Apps. Currently it works only from Google Apps to SalesMate, not vice versa. One weird situation is that the Google Widget is very complete, but it takes up far too much space on my laptop screen. One feature set we would like to see is lead scoring.

Pros

The support team is awesome! The product has a full set of features at a fair price.
It was pretty easy to set up and customize. They helped me set up a mobile # to use for work, and all calls, emails and texts are tracked completely and automatically! I carry one device with clear separation of work and personal. I have caught the attention of my management and co-workers as being uber-organized even on the week I was given (3x) the leads I was supposed to receive.

Cons

I don't try to attach files in the software. I create separate job folders to hold all my forms and pictures.

There is some functionality with time tracking and calendar integration that I think they are working on, but it's not here yet. I'm eager to be able to further customize the initial dashboard screen. I don't want to build custom reports on pages that I need to select or dig into. That defeats the point of a dashboard.

Pros

The Salesmate team continues to deliver a quality product for seasoned sales professionals.

Cons

I would like to see more robust sequencing capabilities for multi-channel. Stronger integration for scheduling, follow-up, and Gmail integration automation. However, the capabilities are rich for an inbox compliment.

Pros

Favorite part are the pipe lines. It’s important to track where each client is in our business.

Cons

Everything has been pretty easy to use so far.

Pros

User satisfaction, the software constitutes many features for good management

Cons

No problems encountered with the software since its use

Pros

I love that there is excellent customer support. I like that it is easy to use, and that you can send and track emails through the system. I also like that you can see when someone opens.

Cons

What I like least is that nothing is integrated. Users need to have the ability to update one area and it update in others as well. I keep my notes in the description area of the company because it is the first thing I see. I do not like that there is a max characters allowed. The note section should not be so hidden and there are TOO MANY places to enter notes etc. Keep it simple - have ONE BOARD that has the quote, email, etc. I stopped using the Deals section as it is just all too time consuming. Lastly, when I send an email - I am emailed a response but when I reply it seems to send from a different email than the system so this could be confusing for people I talk to. Oh, and it would be beneficial to partner with adobe!

Pros

It is a cloud based software, so we can quickly log in from any device, and it supports the appropriate UI on most of the platforms, such as MacBook and Windows. Salesmate is well-designed, simple to use, and provides excellent customer service.

Cons

As a developing and expanding CRM, Salesmate has to improve in a key area. The automated texting tool in Salesmate is tough to utilise. It is a little expensive software.

Pros

I can't believe how simple it is to conduct my business the way I usually did but now it's automatically being organized, sorted, and behaviors are suggested for following up. It's truly better than a personal assistant. I have tripled my productivity in the short time I've had Salesmate - I'm just glad I got in while it is still cheap - it's seamless.

Pros

We're really enjoying Salesmate's automation features. We also like how simple the pipeline is to use.

Cons

Every now and then we do see a few bugs. This is a newcomer to the market and we find that they're working through a few hiccups, but those bugs have never actually affected our operations. Mostly visual stuff on the platform.

Pros

I have tried many CRMs over the past 2 years, but this one suits me best with simplicity, clarity, a pleasant for the eye and very easy to adjust system, everything is easy and fast, there are all the systems that people need to manage contacts and emailing - and it doesn't have to pay the absurd money that some systems have. And if something does not work, support work immediately and successfully. And not only via chat, also personally via skype with shared screen.

Cons

Because everything works perfectly and easily, one has higher expectations of the system because the support listens and adapts the system to the needs of customers, so I would like to see more modifications in the synchronization of emails. At this point, there is just a simple synchronization like everywhere, but I believe that the development will continue, and that will soon be a progress.

Pros

As an owner of a small, growing VA business, I was really drawn into Salesmate by its price point, easy interface, and simplicity. I have tried out a number of CRMs, but they all seemed to have way more features and options than I really needed (even though I'm a bit of a techy). The customer service support has been very responsive, which I appreciate, and they've been open to feedback. I'm enjoying using the tool to track sales goals and progress, as well as to organized contacts, companies, and follow up on leads.

Cons

There are still some quirks and bugs with the tool that can be a bit cumbersome. Nothing that would turn me away, but little things like where to find the workflows section, clearing out missed calls individually as opposed to in bulk when integrating RingCentral. As a growing company, I appreciate Salesmate being open to customer feedback, which is honestly a big reason why I'm going to stick with it.

Pros

Ability to send bulk email and bulk text/SMS messages.
Salesmate is a CRM that is versatile and very customizable. The support provided is exceptional. The team is always able to help.

Cons

It does everything we need. I'm looking forward to the planned XERO Accounting software integration.

Alternatives Considered

Reasons for Switching to Salesmate

Pros

User experience is simplified, customer service is excellent

Cons

I have nothing bad to report on this product.

Alternatives Considered

Reasons for Switching to Salesmate