Salesmate

CRM, sales management, automation & acceleration software

4.7 /5 (66 reviews) Write a Review!

Salesmate Overview

What is Salesmate?

Salesmate is a web-based integrated CRM solution, offering additional functionality for sales management, business automation, and acceleration. Designed specifically to resolve the pain points of sales teams, the solution helps businesses to capture more leads and manage their sales pipelines. Sales managers can track new leads, distribute leads among sales personnel, delegate follow-ups and monitor lead conversions. Management can make data driven decision based on sales forecasting, smart reporting and more.

Salesmate CRM offers tools to create new leads and to capture lead details as well. New deals are automatically added to the sales pipeline, saving both time and effort, and reducing repetitive data entry. The real-time pipeline board displays the ongoing status for every lead and supports with in-depth sales performance insights. Salesmate enables sales teams to have multi-channel communication with their customers, supporting the exchange of information through notes, emails, calls and even social media interactions.

Salesmate's sales intelligence tool helps businesses to analyze past sales data, generate business-relevant insights and address pain points, whilst the sales forecasting feature allows managers to forecast campaign requirements and manage the workforce accordingly. The solution also allows businesses to prioritize leads coming from various channels so that high-end leads can be addressed first in the pipeline.

Salesmate Overview

Pricing

Starting from
$12.00/month

Pricing options

Free Trial
Subscription
Value for money

Salesmate offers three pricing tears, starter, growth, and boost, based on the features and individual requirements. You can sign up for Salesmate free trial for 15 days.

Starter Plan: $12/user/month, billed annually

Growth Plan: $24/user/month, billed annually

Boost Plan: $40/user/month, billed annually


Salesmate Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico
Supported Languages
English

Media

Salesmate video Salesmate video Salesmate screenshot: Salesmate screenshot: Salesmate screenshot: Salesmate screenshot: Salesmate screenshot: Salesmate screenshot:

Salesmate Reviews

Salesmate Reviews

Overall rating
4.7
/
5
Excellent
49

Very good
16

Average
1

Poor
0

Terrible
0

Value for Money
4.8
Features
4.5
Ease of Use
4.6
Customer Support
4.9
98% recommended this app
Jason R.

Absolutely a lifesaver!

Love it. Before this we were logging things manually and doing SO MUCH copying and pasting. It's just fantastic.


Paul P.

Just gets it done!

The pipeline is adequate for our needs and helps keep things organized and visible.
By far the single biggest feature is the email tracking. We are starting new website and marketing campaigns and to see who opened your email, clicked on your link to your website is very valuable to understanding our reach and exposure, etc.
In addition, to be able to quickly log a task to help keep organized all on a single page view, really helpful tool. Thank you again SALESMATE!


Alex S.

Review of Salesmate

Utilitarian


Matt D.

Best CRM for our Business

Salesmate has revolutionised how our business operates. Our systems have been simplified and become much more efficient.
The ability to send bulk email and bulk text/SMS messages is critical to our business and Salesmate does this seamlessly.
The comprehensive search capabilities have allowed us to speed up our processes and stay on top of our client data, ensuring that everything is always up to date.
I wish we had found Salesmate years ago!
I highly recommend Salesmate.


Roy W.

CRM For The Masses

I have tried, literally, more than 50 CRM's and this is the first one I have retained for longer than a few months. It is the best I have found...


Jason R.
Industry: Education Management
Company size: 11-50 Employees

Absolutely a lifesaver!

Used Daily for 6-12 months
Reviewed on 10/9/2019
Review Source: Capterra

Love it. Before this we were logging things manually and doing SO MUCH copying and pasting. It's just fantastic.

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Paul P.
Industry: Logistics & Supply Chain
Company size: 51-200 Employees

Just gets it done!

Used Daily for 1-5 months
Reviewed on 6/18/2020
Review Source: Capterra

The pipeline is adequate for our needs and helps keep things organized and visible.
By far the single biggest feature is the email tracking. We are starting new website and marketing campaigns and to see who opened your email, clicked on your link to your website is very valuable to understanding our reach and exposure, etc.
In addition, to be able to quickly log a task to help keep organized all on a single page view, really helpful tool. Thank you again SALESMATE!

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...

Response from Salesmate

Paul, thank you for this review! We will continue to work hard to make our CRM the best in the market!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Alex S.
Industry: Health, Wellness & Fitness
Company size: 2-10 Employees

Review of Salesmate

Used Daily for 6-12 months
Reviewed on 2/15/2019
Review Source: Capterra

Utilitarian

Pros

Pipeline Graphic is easily accessible and digestible

Cons

The data sharing capabilities could be improved.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 6.0/10

Matt D.
Industry: Education Management
Company size: 11-50 Employees

Best CRM for our Business

Used Daily for 6-12 months
Reviewed on 11/8/2019
Review Source: Capterra

Salesmate has revolutionised how our business operates. Our systems have been simplified and become much more efficient.
The ability to send bulk email and bulk text/SMS messages is critical to our business and Salesmate does this seamlessly.
The comprehensive search capabilities have allowed us to speed up our processes and stay on top of our client data, ensuring that everything is always up to date.
I wish we had found Salesmate years ago!
I highly recommend Salesmate.

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Roy W.
Industry: Financial Services
Company size: Self Employed

CRM For The Masses

Used Daily for 1+ year
Reviewed on 6/2/2020
Review Source: Capterra

I have tried, literally, more than 50 CRM's and this is the first one I have retained for longer than a few months. It is the best I have found...

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.

Response from Salesmate

Thank you so much for your feedback. We will continue to work on the items you have mentioned below!

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9.3/10
Based on 66 user ratings
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Salesmate Pricing

Salesmate Pricing

Starting from
$12.00/month
Free Trial
Subscription
Value for money

Salesmate offers three pricing tears, starter, growth, and boost, based on the features and individual requirements. You can sign up for Salesmate free trial for 15 days.

Starter Plan: $12/user/month, billed annually

Growth Plan: $24/user/month, billed annually

Boost Plan: $40/user/month, billed annually

Salesmate offers three pricing tears, starter, growth, and boost, based on the features and individual requirements. You can sign up for Salesmate free trial for 15 days.

Starter Plan: $12/user/month, billed annually

Growth Plan: $24/user/month, billed annually

Boost Plan: $40/user/month, billed annually

Value for Money
4.8/5
Based on 66 user ratings
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Salesmate Features

Salesmate Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Collaboration Tools
Contact Database
Contact Management
Customizable Templates
Data Import/Export
Lead Capture
Lead Management
Real Time Data
Reporting & Statistics
Sales Analytics
Sales Reporting
Sales Tracking
Search Functionality
Third Party Integration
Workflow Management
Features
4.5/5
Based on 66 user ratings
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Categories

Additional information for Salesmate

Additional information for Salesmate

Key features of Salesmate

  • API platform
  • Built-in Phone System
  • Contact import/export
  • Custom reports
  • Custom web forms
  • Customer pipeline management
  • Data entry automation
  • Email templates
  • Email tracking
  • Lead distribution
  • List management
  • Pipeline management
  • Sales forecasting
  • Sales goal tracking
  • Search filter
  • Source tracking
  • Third party integrations

Benefits

• Assign, delegate and ensure proper follow-ups of leads using Salesmate's end-to-end lead tracking software.

• The multi-channel communication feature offers the ability to communicate with clients and other team members via emails, chat and text messages.

• Built-in calling with our powerful Power Dialer allows your reps to call more prospects in a shorter time

• Track and record contact, activities, conversations and client engagements at one central place.

• Send engaging emails to the audience without much editing with a number of prebuilt email templates and designs.

• Address the hottest leads first by prioritizing leads in the pipeline.

Salesmate FAQs

Salesmate FAQs

Below are some frequently asked questions for Salesmate.

Q. What type of pricing plans does Salesmate offer?

Salesmate offers the following pricing plans:

Starting from: $12.00/month

Pricing model: Subscription

Free Trial: Available

Salesmate offers three pricing tears, starter, growth, and boost, based on the features and individual requirements. You can sign up for Salesmate free trial for 15 days. Starter Plan: $12/user/month, billed annually Growth Plan: $24/user/month, billed annually Boost Plan: $40/user/month, billed annually

Q. What are the main features of Salesmate?

Salesmate offers the following features:

  • API platform
  • Built-in Phone System
  • Contact import/export
  • Custom reports
  • Custom web forms
  • Customer pipeline management
  • Data entry automation
  • Email templates
  • Email tracking
  • Lead distribution
  • List management
  • Pipeline management
  • Sales forecasting
  • Sales goal tracking
  • Search filter
  • Source tracking
  • Third party integrations

Q. Who are the typical users of Salesmate?

Salesmate has the following typical customers:

Small Business, Large Enterprises, Freelancers, Mid Size Business

Q. What languages does Salesmate support?

Salesmate supports the following languages:

English

Q. What type of pricing plans does Salesmate offer?

Salesmate has the following pricing plans:

Subscription

Q. Does Salesmate support mobile devices?

Salesmate supports the following devices:

Android, iPhone, iPad

Q. What other apps does Salesmate integrate with?

Salesmate integrates with the following applications:

ActiveCampaign, Campaign Monitor, Harvest, HubSpot CRM, HubSpot Marketing Hub, Mailchimp, Maintenance Care, NUACOM, PieSync, Robly

Q. What level of support does Salesmate offer?

Salesmate offers the following support options:

Online Support, Knowledge Base, Video Tutorials