About 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.

Pricing starting from:

US$12.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Salesmate

• 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.

Business size

S M L

Deployment

  • Cloud-based
  • On-premise

Markets

Australia, Brazil, Canada, China, Germany, United Kingdom, India, Japan, Mexico, United States

Supported Languages

English

Pricing starting from:

US$12.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

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Features

Total features of Salesmate: 127

  • AB Testing
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling Software
  • Auto-Dialer
  • Auto-Responders
  • Automatic Call Distribution
  • Batch Processing
  • Business Card/Badge Scanning
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call List Management
  • Call Management
  • Call Recording Software
  • Campaign Analytics
  • Campaign Management Software
  • Campaign Scheduling
  • Campaign Segmentation
  • Chat/Messaging
  • Click Tracking
  • Client Management
  • Collaboration Tools
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customer Segmentation
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard Software
  • Data Import/Export
  • Data Management Software
  • Data Synchronization
  • Deal Management
  • Document Management Software
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Campaign Management
  • Email Distribution
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • Email Tracking Software
  • Engagement Tracking
  • Event Triggered Actions
  • Field Sales Management
  • For Insurance Industry
  • For Real Estate
  • For Startups
  • For iPad Devices
  • Forecasting
  • Image Library
  • Interaction Tracking
  • Internal Chat Integration
  • Landing Pages/Web Forms
  • Lead Capture Software
  • Lead Distribution
  • Lead Generation Software
  • Lead Management Software
  • Lead Nurturing Software
  • Lead Qualification
  • Lead Segmentation
  • List Management
  • Live Chat Software
  • Mailing List Management
  • Marketing Automation Software
  • Meeting Management
  • Mobile Access
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multivariate Testing
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics Software
  • Prioritization
  • Prospecting Tools
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SMS Marketing
  • Sales Activity Management
  • Sales Analytics
  • Sales Automation
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Source Tracking
  • Spam Blocker
  • Subscriber Management
  • Subscription Management Software
  • Tagging
  • Task Management Software
  • Task Scheduling
  • Template Management
  • Third Party Integrations
  • Visual Analytics
  • Web Forms
  • Website Visitor Tracking
  • Workflow Management Software

Alternatives

Zoho CRM

4.3
#1 Alternative to Salesmate
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

HubSpot CRM

4.5
#2 Alternative to Salesmate
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging...

Salesforce Sales Cloud

4.4
#3 Alternative to Salesmate
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

ClickUp

4.7
#4 Alternative to Salesmate
ClickUp is a fundamentally new way to work - bringing separate apps like tasks, docs, spreadsheets, goal tracking,...

Reviews

Overall rating

4.7 /5
(72)
Value for Money
4.8/5
Features
4.6/5
Ease of Use
4.7/5
Customer Support Software
4.9/5

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Showing 5 reviews of 72
Steve
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11-50 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

After trying EVERY CRM I could find on Google THIS IS IT!

Reviewed on 2021-10-21

Amazing. Simply awesome. All I needed was a CRM that could 1. Send and receive emails in 2. Contact...

Amazing. Simply awesome. All I needed was a CRM that could 1. Send and receive emails in 2. Contact new leads from 3. Track email opens 4. Have a pipeline tracking feature 5. Have a way to create tasks 6. Allow me to use my signature.

Those aren't crazy requests I don't think but out of allllllll the CRM's I tried they all either wanted way too much money for 1 of those features or didnt do them right. Ill say more about this in the next section.

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.

Reasons for Choosing Salesmate

I was using Hubspot pretty exclusively and honestly they were great until I had issues. Then it went up in flames. My emails started going to spam whenever I sent them from Hubspot (not anywhere else). After finding 5 different forum threads about this and talking with 3 different reps at Hubspot I got nowhere. So I had to switch. And I am SO happy I did. Hubspot was great and the fact it was free was awesome but the second I needed help it became a nightmare and I had to then transfer alllllll my data from years of work over to a new platform (still doing that...). So I highly recommend just starting with a great platform like Salesmate and growing into that.

Switched From

Zendesk Sell and HubSpot CRM

Reasons for Switching to Salesmate

This actually wouldn't let me pick all the CRM's I tried because I tried so many. The biggest issues I ran into with all of these other platforms were things like, 1. Not being able to use a custom email signature 2. Email open trackers and reporting going crazy saying the email was opened twice when it wasnt even opened once 3. Not being able to reply to an email within the CRM (that was pretty common....) 4. Being WAY too expensive for simple features 5. Terrible support 6. Really hard to use and navigate UI's 7. Weird workarounds just to email a lead 8. Not being able to say where the lead came from (pretty important for me when working with a lot of different lead sources) 9. Technical problems. I could keep going but that is all I could think of right now. Salesmate does everything and does it well for a very good price.
Jason
Overall rating
  • Industry: Education Management
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Absolutely a lifesaver!

Reviewed on 2019-10-09

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

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.

Alternatives Considered

Zoho Recruit and Zoho CRM

Reasons for Choosing Salesmate

Dynalist is not really a cms. it has a lot of good features, but certainly not email, sms, etc. We just love it's customization.

Switched From

Dynalist

Reasons for Switching to Salesmate

They were too complicated and kinda expensive. Didn't love their customer support either.
Alex
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 6.0 /10

Review of Salesmate

Reviewed on 2019-02-15

Utilitarian

Utilitarian

Pros

Pipeline Graphic is easily accessible and digestible

Cons

The data sharing capabilities could be improved.

Miguel
Overall rating
  • Industry: E-Learning
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

The best CRM for the money out there after years of searching

Reviewed on 2022-04-29

It has been top notch since day one, they really go out of their way to please their customers

It has been top notch since day one, they really go out of their way to please their customers

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.

Faith
Overall rating
  • Industry: Staffing & Recruiting
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Salesmat

Reviewed on 2021-07-29

Our sales and retention department use Salesmate. Sales have an easier time tracking presentations...

Our sales and retention department use Salesmate. Sales have an easier time tracking presentations and deals along with a number of contacts made with the client while tracking calls, too. Our retention department uses Salesmate to schedule calls with current clients. Helps with scheduling follow-ups and activities in order to contact our current clients multiple times.

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.

Showing 5 reviews of 72 Read all reviews

Salesmate FAQs

Below are some frequently asked questions for Salesmate.

Salesmate offers the following pricing plans:

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 has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

Salesmate supports the following languages:

English

Salesmate supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Salesmate integrates with the following applications:

ActiveCampaign, DocuSign, Formstack Forms, Gmail, Google Calendar, Google Drive, Google Maps, Google Workspace, Harvest, Invoice Ninja, JustCall, Livestorm, Mailchimp, Microsoft Outlook, Operations Hub, PandaDoc, Quickbooks Online, RingCentral Contact Center, RingCentral MVP, Sendinblue, Shopify, Slack, Squarespace, WebMerge, WordPress, Wufoo, Xero, Zapier, Zendesk

Salesmate offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, 24/7 (Live rep), Chat

Related categories

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