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.

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

Pricing starting from:

US$12.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

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Features

Total features of Salesmate: 114

  • AB Testing
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling Software
  • Auto-Responders
  • Batch Processing
  • Business Card/Badge Scanning
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Analytics
  • Campaign Management Software
  • Campaign Scheduling
  • Campaign Segmentation
  • 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
  • Data Import/Export
  • Data Synchronization
  • 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 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
  • Mobile Access
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multivariate Testing
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • 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

4.2
#1 Alternative to Salesmate
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

Saphyte

4.8
#2 Alternative to Salesmate
Saphyte is a salesforce automation software designed to help small and medium businesses connect service and support...

Salesflare

4.7
#3 Alternative to Salesmate
Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work....

Freshsales

4.6
#4 Alternative to Salesmate
Freshsales is a cloud-based salesforce automation software designed to help businesses manage leads, customer engagement...

Reviews

Overall rating

4.7 /5
(68)
Value for Money
4.8/5
Features
4.6/5
Ease of Use
4.6/5
Customer Support Software
4.9/5

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Showing 5 reviews of 68
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.

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.

Reasons for Switching to Salesmate

They were too complicated and kinda expensive. Didn't love their customer support either.
Faith D.
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.

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.

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!

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.

Alternatives Considered

Insightly, Zoho CRM and Salesforce Sales Cloud

Reasons for Switching to Salesmate

Bulk SMS and Email sending work best with Salesmate. No other CRM met our needs.
Showing 5 reviews of 68 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+

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

See all software categories found for Salesmate.