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.

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.

Devices

Business size

S M L

Markets

Australia, Brazil, Canada, China, Germany and 5 others, United Kingdom, India, Japan, Mexico, United States

Supported Languages

English

Images

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Salesmate video
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Features

Total features of Salesmate: 99

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling Software
  • Auto-Dialer
  • Automatic Call Distribution
  • Automatic Lead Distribution
  • Batch Processing
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call List Management
  • Call Management
  • Call Recording Software
  • Call Reporting
  • Campaign Management Software
  • Client Management
  • Collaboration Tools
  • Computer Telephony Integration
  • Contact Database
  • Contact Management Software
  • Customer Activity Tracking
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Import/Export
  • Data Synchronization
  • Data Visualization Software
  • Document Storage
  • Drag & Drop
  • Duplicate Detection
  • Email Alerts
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • Email Tracking Software
  • Field Sales Management
  • Forecasting
  • Goal Setting / Tracking
  • Inbox Management
  • Interaction Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture Software
  • Lead Distribution
  • Lead Generation Software
  • Lead Management Software
  • Lead Nurturing Software
  • Lead Segmentation
  • Marketing Automation Software
  • Microsoft Outlook Integration
  • Mobile Access
  • Mobile Alerts
  • Multi-Channel Communication
  • Multi-Currency
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Prospecting Tools
  • Purchasing & Receiving
  • Queue Management
  • QuickBooks Integration
  • Real Time Data
  • Real Time Notifications
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • Sales Automation
  • Sales Forecasting Software
  • Sales Management
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Source Tracking
  • Status Tracking
  • Tagging
  • Task Management Software
  • Template Management
  • Third Party Integrations
  • To-Do List
  • Visual Analytics
  • Voice Mail
  • Web Forms
  • Workflow Management Software

Alternatives

Zoho CRM

4.2
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Insightly

3.9
#2 Alternative to Salesmate
Grow your business faster than ever before by building stronger customer relationships, managing sales opportunities...

Pipedrive

4.5
#3 Alternative to Salesmate
Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions...

amoCRM

4.5
#4 Alternative to Salesmate
amoCRM is the world's first messaging-powered CRM. It features customizable sales pipelines, lead tracking,...

Reviews

Overall rating

4.7 /5
(69)
Value for Money
4.8/5
Features
4.6/5
Ease of Use
4.6/5
Customer Support Software
4.9/5

Already have Salesmate?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 69
Jason R.
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.

Paul P.
Overall rating
  • Industry: Logistics & Supply Chain
  • Company size: 51-200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

Just gets it done!

Reviewed on 2020-06-18

The pipeline is adequate for our needs and helps keep things organized and visible.
By far the...

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!

Alex S.
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 E.
Overall rating
  • Industry: E-Learning
  • 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 10.0 /10

Best CRM for the money out there

Reviewed on 2021-02-09

The customer services is second to none, they respond fast, and if you dont get is, give them...

The customer services is second to none, they respond fast, and if you dont get is, give them access to your computer and they will do it for you. They have even recorded custom video tutorials just for me. that is awesome. Never seen that level of service before.

Pros

I searched form months for the CRM with the features and a payable price. I found Salesmate hands down to be the one. I migrated from HighRise that is good but they stopped developing. This is it, look no further unless you have a deep pocket.

Cons

The limited numbers of emails I can send per day for email marketing and the process required to send emails to all your contacts.

Matt D.
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

Best CRM for our Business

Reviewed on 2019-11-08

Salesmate has revolutionised how our business operates. Our systems have been simplified and become...

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.

Showing 5 reviews of 69 Read all reviews

Salesmate FAQs

Below are some frequently asked questions for Salesmate.

Salesmate offers the following pricing plans:

  • Starting from: US$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

We do not have any information about Salesmate features

Salesmate has the following typical customers:

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

Salesmate supports the following languages:

English

Salesmate supports the following devices:

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

Salesmate integrates with the following applications:

ActiveCampaign, Formstack Forms, Gmail, Google Calendar, Google Drive, Google Maps, Google Workspace, Harvest, Invoice Ninja, Livestorm, Mailchimp, Microsoft Outlook, PieSync, Quickbooks Online, RingCentral Contact Center, RingCentral Office, Sendinblue, Shopify, Slack, Squarespace, WebMerge, WordPress, Wufoo, Zapier, Zendesk

Salesmate offers the following support options:

Email/Help Desk, Knowledge Base Software, Chat

Related categories

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