Salesmate

Salesmate

CRM, sales management, automation & acceleration software

4.7/5 (48 reviews)

Salesmate Overview

Salesmate is a web-based integrated CRM solution, offering additional functionality for sales management, business automation, and acceleration. Designed primarily for small businesses across the United States and Canada, the solution helps sales teams to capture more leads and manage their sales pipelines. Sales managers can track new leads, distribute leads among sales personnel, delegate follow-ups, monitor lead conversions 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
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, India, Japan, Latin America

Supported Languages

English

Salesmate Reviews

Overall rating
4.7/5
98% positive reviews
35
Excellent
12
Very good
1
Average
0
Poor
0
Terrible
Paul H.

Absolutely Amazing CRM The Best I Have Used Bar None

Used Daily for 1-5 months
Reviewed on 2018/05/25
Review Source: Capterra

It just completely improved our productivity when it came to data management

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

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Ian R.

Thrilled with the software

Used Daily for 1-5 months
Reviewed on 2017/04/29
Review Source: Capterra

Fantastic value for a CRM platform with easy staff onboarding and great back-end webhook integration support

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Kristy N.

Salesmate Review

Used Daily for 6-12 months
Reviewed on 2019/02/15
Review Source: Capterra

Overall, it is easy to you and I have found what works for me given everything. But, you don't want a user to have to "find what works for them" in a system. You want a BULL DOG of a system that is constantly updated with new features and a better flow. I have so many activities that are open and dead and it is super unorganized bc it lacks certain features like highlighting a company green once it's won or red when they're not interested etc.

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10

The most economical and feature-rich CRM

Used Daily for 2+ years
Reviewed on 2018/08/06
Review Source: Capterra

I could keep my data organized and reach out to my prospect in real time. It is a reliable and beneficial solution.

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.

Response from Salesmate

Thank you so much for your feedback and being a long-time partner of Salesmate!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Eric G.

Excellent Product, Functionality, and Service

Used Daily for 6-12 months
Reviewed on 2017/03/31
Review Source: Capterra

We have been using Salesmate for 6months now. They helped our team transfer our entire database from a previous sales crm that was in place. The team at Salesmate has always been prompt to response to any questions we have and fix any minor issues that we have had. Onto the product...

I've used existing sales crm's such as Salesforce, Base, and HighRise. We wanted something a little more light weight since we have a small sales team. Salesmate fit the bill perfectly. The dashboard give you a great snapshot of activities, sales goals, and current forecast. The UI is easy to navigate and is broken down by Activites, Contact, Companies, Deals, and Reports. As I mentioned previously, this is a light weight crm but still has some features that are built for larger sales teams and enterprise clients. Salesmates' workflows are particularly useful from an automation standpoint. They are seemingly endless possibilities especially when you bring in Zapier to the mix. They have a top notch tagging and email set up as well. It's very easy to search and find the data.

The team at Salesmate is constantly adding new features and are great at taking feedback from customers.

Pros

User Interface, Workflows & Automation Capabilites, Internal Email Sender, Reports, and Customer Support.

Cons

Newer platform so it's not as robust from a feature or integration stand point. No mobile app... yet.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

Salesmate Pricing

Starting from
US$12,00/month
Pricing options
Free Trial
Subscription
Value for money

Salesmate offers starter and growth plan based on the features and individual requirements. You can sign up for Salesmate free trial for 15 days. Here is what you get in each of the plans:
-----------------------------------------------------
STARTER – Perfect for small teams
-----------------------------------------------------
Contact management
Company management
Deal management
Multiple pipeline management
Activity management
Notes & follow-up activities
Calendar sync
Custom fields
Dependency fields
Custom views
Custom layout
Custom module names
Custom pipelines & stages
Custom deal win probability
Deal board (pipeline) view
Custom activity types
Merge records
Clone records
Search
Filters
Add files
Add & pin notes
Notifications
Multi currency
User mentions
Email SMTP & Bcc forwarding
Integration via IMAP
Email full sync
Email tracking
Bulk emails
Email templates
Email storage
Built-in call
Text Messaging
Workflow management
Number of workflows 10
Number of emails (workflow) 250/user/day
Standard reports
Standard dashboard
Cross module reports
Chart & grid reports
Activity insights
Deal insights
Sales insights
Sales pipeline
Sales funnel
Call log reports
Chrome Extension
Mobile Apps
File storage 2 GB/ User
Migration from other CRMs
Security roles – Fixed Roles
-----------------------------------------------------
GROWTH – Best value for growing teams
-----------------------------------------------------
All Starter Plan features
Recurring activities
Product / Services management – New
Goal management
Email scheduling
Smart email reminders
Email metrics
Team inbox – New
Number of workflows 25
Number of emails (workflow) 500/user/day
Date based workflows
Custom reports
Custom dashboard
Email analytics
Email template usage analytics
File storage 5 GB/ User
Security roles Custom Roles

Salesmate Features

  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Collaboration Tools
  • Contact Database
  • Customizable Templates
  • Data Import/Export
  • Email Integration
  • Lead Capture
  • Lead Management
  • Real Time Data
  • Reporting & Statistics
  • Sales Analytics
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Third Party Integration

  • CRM Integration
  • Monitoring

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.

• Generate meaningful insights and custom reports for in-depth performance analysis using Salesmate's reporting software.

• 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

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: US$12,00/month

Pricing model: Subscription

Free Trial: Available

Salesmate offers starter and growth plan based on the features and individual requirements. You can sign up for Salesmate free trial for 15 days. Here is what you get in each of the plans:
-----------------------------------------------------
STARTER – Perfect for small teams
-----------------------------------------------------
Contact management
Company management
Deal management
Multiple pipeline management
Activity management
Notes & follow-up activities
Calendar sync
Custom fields
Dependency fields
Custom views
Custom layout
Custom module names
Custom pipelines & stages
Custom deal win probability
Deal board (pipeline) view
Custom activity types
Merge records
Clone records
Search
Filters
Add files
Add & pin notes
Notifications
Multi currency
User mentions
Email SMTP & Bcc forwarding
Integration via IMAP
Email full sync
Email tracking
Bulk emails
Email templates
Email storage
Built-in call
Text Messaging
Workflow management
Number of workflows 10
Number of emails (workflow) 250/user/day
Standard reports
Standard dashboard
Cross module reports
Chart & grid reports
Activity insights
Deal insights
Sales insights
Sales pipeline
Sales funnel
Call log reports
Chrome Extension
Mobile Apps
File storage 2 GB/ User
Migration from other CRMs
Security roles – Fixed Roles
-----------------------------------------------------
GROWTH – Best value for growing teams
-----------------------------------------------------
All Starter Plan features
Recurring activities
Product / Services management – New
Goal management
Email scheduling
Smart email reminders
Email metrics
Team inbox – New
Number of workflows 25
Number of emails (workflow) 500/user/day
Date based workflows
Custom reports
Custom dashboard
Email analytics
Email template usage analytics
File storage 5 GB/ User
Security roles Custom Roles

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:

Freelancers, Mid Size Business, Small 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, Mailchimp, Maintenance Care, NUACOM, PieSync, Robly

Q. What level of support does Salesmate offer?

Salesmate offers the following support options:

Knowledge Base, Online Support, Video Tutorials