Salesmate

4.7 (94)
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The most customizable CRM. Now with AI

About Salesmate

Most CRMs are rigid, inflexible, and cost a lot of money to organizations, and Salesmate solves exactly these pain-points.

Salesmate is a flexible, customizable, and cost-effective solution for multiple teams in your organization.

The platform solves these problems by offering built-in tools, saving cost on integrations, and high customization capabilities.

The core of Salesmate is the CRM module, where sales, marketing, and success teams can manage contacts, leads, customers, subscribers, and everyday activities effortlessly.

With these essentials, CRM module comes with built-in tools that front-line teams can utilize every single day like Calling, Texting, Pipeline Management, Deals, Conversations, and much more.

One of the core reasons for higher sales outcomes is the ability to automate operations and save more time for selling. This is where Salesmate offers Workflows and Sequences.

Workflows automate tasks like deal assignment, task assignment or date-based communication. While Sequences can put follow-ups on autopilot based on your terms and conditions.

And with industry’s first AI-powered co-pilot, everyone in your sales team gets a personal assistance. ‘Sandy AI’ can book meetings, draft emails, or add notes for you. All you need to do is – just ask!

We know that sales teams can only function when marketing teams generate high quality leads. That’s where Salesmate empowers marketing teams to build and execute highly personalized campaigns and reach wider audiences.

Not only that, but marketing teams can also track website visitors, collect leads using forms or lead gen bots, score every lead, built marketing journeys, and send-off the finest MQLs to sales teams for higher success.

Lastly, a great customer service team can truly manoeuvre retention, engagement, and revenue for the business. That’s why, Salesmate provides tools like Live Chat, Chatbots, and Shared Inboxes to deliver the finest experiences for your customers.

Naturally, you need insights to predict trends, be agile, and make decisions in your growth journeys. That’s where Dashboards, Templates, Custom Reports, and Insights will offer everything you need to see what’s going on with your teams and business.

From lead generation to top-notch customer experiences, Salesmate has something for everyone on your team.

Salesmate has 15-day free trial, where you can explore every corner of the platform, without sharing credit card details. It’s safe, secure, and available for everyone in your team to try.


Key benefits of Salesmate

1. Flexibility and Customization: Adapts to diverse organizational needs, overcoming the limitations of traditional rigid CRMs.

2. Cost-Effectiveness: Reduces expenses by providing built-in tools, minimizing the need for costly integrations.

3. Comprehensive CRM Module: Central hub for managing contacts, leads, customers, and daily activities, streamlining the workflow for sales, marketing, and success teams.

4. Essential Built-In Tools: Includes calling, texting, pipeline management, deals, and conversation tools for everyday use by front-line teams.

5. Sales Automation: Features like Workflows and Sequences automate crucial tasks, enabling more time for actual selling and enhancing sales outcomes.

6. AI-Powered Assistance: 'Sandy AI', the industry’s first AI co-pilot, offers personalized help in booking meetings, drafting emails, and note-taking.

7. Empowering Marketing Teams: Enables the creation of personalized campaigns, lead tracking, and scoring, essential for generating high-quality leads and broader audience reach.

8. Lead Generation and Management: Tools for tracking website visitors, using forms or bots for lead collection, and sending qualified leads to sales teams.

9. Customer Service Enhancement: Provides Live Chat, Chatbots, and Shared Inboxes to improve customer service, retention, engagement, and revenue.

10. Insightful Analytics and Reporting: Offers Dashboards, Custom Reports, and Insights for trend prediction, agile decision-making, and understanding team and business performance.

11. Free Trial: A 15-day free trial without the need for credit card details, ensuring security and accessibility for team exploration.


Images

Salesmate Software - Dashboard
Salesmate Software - Contact management
Salesmate Software - Journey based automation
Salesmate Software - Sequences
Salesmate Software - Custom layout builder
Salesmate Software - Sandy AI
Salesmate Software - Deal management
Salesmate Software - Chat journeys and Chatbots
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Salesmate video
Salesmate video
Salesmate Software - Dashboard
Salesmate Software - Contact management
Salesmate Software - Journey based automation
Salesmate Software - Sequences
Salesmate Software - Custom layout builder
Salesmate Software - Sandy AI
Salesmate Software - Deal management
Salesmate Software - Chat journeys and Chatbots

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Reviews

Overall rating

4.7 /5
(94)
Value for Money
4.8/5
Features
4.6/5
Ease of Use
4.7/5
Customer Support
4.9/5

Already have Salesmate?

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

Showing 5 reviews of 94
Abel
Abel
Overall rating
  • Industry: Hospitality
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Avis salesmate

Reviewed on 2023/09/28

It's software that allowed me to control my business activities and many others, but I would have...

It's software that allowed me to control my business activities and many others, but I would have liked it to give me access to synchronize data.

Pros

I like this software because of its ease of use and its tracking features...

Cons

the only thing I find a bit annoying is synchronization and allowing the tool to integrate with databases

Miguel
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
  • 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.

Marshall
Overall rating
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 7.0 /10

Salesmate review

Reviewed on 2019/07/17

Pros

I like the way the page layout is, allowing you to see all your deals on one page. I also like the ability to move a deal along as it progresses easily, just drag and drop.

Cons

I do not like the speed of the system. It often takes a very long time to load or a long time to load different pages.

Response from Rapidops Inc.

Thank you Marshall for the review. We recently updated our system and the speed should have improved. Also, we have a new release coming out soon that we believe you will love as a real estate agent! :)

Thank you for your feedback!

Dan
Dan
Overall rating
  • Industry: Wholesale
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

Best Price / Performance of Any CRM

Reviewed on 2019/02/08

Although I have not had to use the SalesMate tech support personnel very often, when I do they are...

Although I have not had to use the SalesMate tech support personnel very often, when I do they are quick and extremely responsive. Overall, I am very satisfied with SalesMate.

Pros

SalesMate offers a feature set that is virtually complete and competes against CRMs which cost far more than SalesMate. Google integration is very good, template ability is excellent and there are workflow capabilities. Forecasting is also included. There is no limit on contact size.

Cons

We would like to see contact integration go both ways between SalesMate and Google Apps. Currently it works only from Google Apps to SalesMate, not vice versa. One weird situation is that the Google Widget is very complete, but it takes up far too much space on my laptop screen. One feature set we would like to see is lead scoring.

Zachary
Zachary
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Very happy with my Salesmate choice

Reviewed on 2019/02/01

I waited a few months to write this review, as I am used to giving software a try and tossing it...

I waited a few months to write this review, as I am used to giving software a try and tossing it out once I've discovered what it really delivers. This has been the opposite. I now rely on it completely and it is a natural part of my work flow. So far, I only use it as a lone salesperson. I filtered through many other options before deciding on Salesmate and am really happy with my choice!

Pros

The support team is awesome! The product has a full set of features at a fair price.
It was pretty easy to set up and customize. They helped me set up a mobile # to use for work, and all calls, emails and texts are tracked completely and automatically! I carry one device with clear separation of work and personal. I have caught the attention of my management and co-workers as being uber-organized even on the week I was given (3x) the leads I was supposed to receive.

Cons

I don't try to attach files in the software. I create separate job folders to hold all my forms and pictures.

There is some functionality with time tracking and calendar integration that I think they are working on, but it's not here yet. I'm eager to be able to further customize the initial dashboard screen. I don't want to build custom reports on pages that I need to select or dig into. That defeats the point of a dashboard.

Showing 5 reviews of 94 Read all reviews

Salesmate FAQs

Below are some frequently asked questions for Salesmate.

Salesmate offers the following pricing plans:

  • Starting from: US$29.00/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

Salesmate has the following typical customers:

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, Brevo, 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, RingEX, Shopify, Slack, Squarespace, WordPress, Wufoo, Xero, Zapier, Zendesk Suite

Salesmate offers the following support options:

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

Related categories

See all software categories found for Salesmate.