Salesmate Reviews

Pros

Frankly, speaking as an administrator of the tool and as a user of the tool - It gave me complete control of all my admin activities, for each and every thing - I don't have to ping the Salesmate.io support team as it easy to understand and everything is detailed and shared in the knowledge center. As a user of the tool, I feel immensely happy as it allowed me to automate my regular work. Highly recommend this tool for any of the organization.

Cons

What i feel is they should allow the tool to get integrated with Skype and ZoomInfo or third party databases for contact building.

Alternatives Considered

Vtiger CRM, Zoho CRM, SugarCRM and HubSpot CRM

Reasons for Choosing Salesmate

We were lacking on the reports and dashboard customizations. Everything needs to manually feeded into the system.

Reasons for Switching to Salesmate

Beacuse of its intuitive dashboards, easily customizable reports, easy navigation, easy updating daily activities and the kind of automation it has related to Email Campaigning, Email Tracking, Sequences that you can automate. Overall - It gives you a 360 degrees view - Omni-Channel kind of an experience with all the information that you need in a single page.

Pros

I've had the pleasure of working with Salesmate for our business needs, and I couldn't be more impressed with their services. Their platform is intuitive and user-friendly, making it easy to manage our operations efficiently.

What truly sets Salesmate apart, though, is their exceptional support team. The business representatives have been consistently professional, responsive, and genuinely invested in our success.

Salesmate has significantly benefited our sales team by streamlining our processes and providing valuable insights that have boosted our productivity and sales performance.

The tools and features available have empowered our team to work more effectively, manage leads better, and close deals faster. The automation and analytics provided by Salesmate have allowed our sales team to focus on selling, while reducing administrative tasks.

Every interaction with their support team has been positive, and their expertise and dedication have played a crucial role in our smooth experience. I highly recommend Salesmate to any business looking for top-notch service, support, and a positive impact on their sales operations.

Cons

Nothing So Far. Great Platform For Any Sales Team.

Cons

I love it so I cant say anything bad at all

Pros

Pipeline Graphic is easily accessible and digestible

Cons

The data sharing capabilities could be improved.

Pros

Salesmate is really easy to use: plain and simple Opportunity and Lead management

Cons

Need to improve in all marteting activity and marketing automation

Alternatives Considered

HubSpot CRM

Reasons for Choosing Salesmate

Salesmate is easier and user experience is much better

Switched From

vtenext

Reasons for Switching to Salesmate

Salesmate was cheaper, easier and better fitting our needs (which were concentrated in the sales process)

Pros

I use Salesmate to follow all leads and clients through their time with our company. Syncing with our phone system allows my team mates and me to see all communications (calls, texts, emails, site visits, etc) with a client in one place. Automated email sequences have significantly decreased the amount of time I spend following up with folks and setting activity reminders helps me make sure leads stay warm.

Cons

It took a few months to get a good grip on all that Salesmate has to offer. Not a huge drawback, just something to be aware of.

Alternatives Considered

Pipedrive and monday.com

Reasons for Switching to Salesmate

The amount of features provided for the cost set Salesmate apart!

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.

Alternatives Considered

Thryv, Airtable, Nutshell, Salesforce Sales Cloud, Zendesk Sell, monday.com, Keap, ClickUp and HubSpot CRM

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.

Pros

Things that makes Salesmate my favorite CRM - Ease of useCustomizable Sales progress tracking dashboardsIntelligent email campaign tracking mechanismMakes my campaigns GDPR compliant in EuropeAlmost zero Downtime

Cons

Presence of few more integrations like skype, zoom info would be better

Pros

Intuitive interface
Comprehensive feature set
Automation of routine tasks
Detailed analytics and reporting
Seamless integration with other tools
Exceptional customer support

Cons

Mobile performance can be slower
Complex customisation setup due to rich feature set
A definite learning curve for new users

Pros

The platform is well designed and modern with all of the bells and whistle you would need and expect. All of the table stakes built around a thought architecture. I think what is most impressive about Salesmate is the team, that are engaged partners and have invested in my success.

Cons

Minor usability improvements can me made in the ui.

Alternatives Considered

Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to Salesmate

Best value

Pros

Email Campaigning that can track my emails. Dashboard that will keep my daily activities on track. Import Export feature has saved my time. There are many more.

Cons

Directly adding the LinkedIn contact details on the Salesmate would be really good.

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

Pros

I had been looking for a simple CRM that had email templates that could be dispatched from the Deals/Opportunities module and inbound emails to be attached to the corresponding deal. Most CRM"s
attach inbound and outbound emails to the contact or company record but since I deal in multiple deals of my clients, Salesmate was spot on!

The set up was ridiculously simple and the features were germane to any business.

Cons

In my opinion, custom field options need to be expanded. For example, simple formula fields like addition/subtraction, a more customizable Dashboard, a more robust email module, a more advanced Quickbooks add-on.

Alternatives Considered

Zoho CRM and SugarCRM

Reasons for Choosing Salesmate

Customer Service was not up to my standards, whereas Salesmate is AMAZING!!!

Reasons for Switching to Salesmate

See the "Pro" section above

Pros

Salesmate is feature full so there are many features that are my personal favorite. Sales pipeline and activity tracker is the feature that i liked the most, in my org handling multiple sales activities is a very tough work but with the help of activity tracker our sales department easily track various sales activities and make creative data visualization of it through actionable insights. Built-in calling feature is another good feature you can direct make a call to your contacts on Salesmate.

Cons

While using it more than 4 months i didn't find any issues with any feature. But i felt its G-suit integration process little bit difficult. Also i would to mention its community support which is less impressive than other CRMs like Pipedrive or TeamWave.

Pros

Many of the main functions needed to be in professional sales, none of the wackiness. I have tried almost every CRM on the market. All of them fall short... even Salesmate has room to improve, but the overall quality and out of the box functionality blew us away. The customer support is some of the best we've experienced. Check out their Youtube channel... it says a lot. Many other CRMs have been around for years and don't have half of the help videos. Finally, the financial value is incomparable. No other sales app, with this set of functionality, comes close (price-wise). I am very impressed.

Cons

Sometimes, key functions are tucked away. They are there, but implemented in un-obvious ways. Once you get used to the UI and look at the support videos, it comes together well.

Pros

Helps in resolving agreements quickly. It provides a easy setup with highly automated procedures. Which helps the sales sales team to work more efficiently.

Cons

I can hardly say I disliked anything about this software.

Pros

Salesmate is easy to set-up and use. We could customize Salesmate to meet the exact requirements of our sales team. We found it very helpful as all the necessary information about a contact is streamlined at one place. It provides a detailed overview of each deal in the sales pipeline that has helped us in making better decisions.

We were pleased with the assistance we got from their support team. They are always ready to help you. Overall, we found Salesmate to be an excellent cloud-based sales CRM at a great price.

Cons

We didn't find anything bad about Salesmate. It keeps getting better with time. Just waiting to see more upgrades and new features in the CRM

Pros

Salesmate offers a very affordable one price offering with no contracts. Within the CRM you have the ability to manage every lead with segment filters, manage meetings, track and send emails, sales forecasting, integration with gmail and other email providers, call recording, text messaging, chrome extension, email tracking from gmail, tons of integrations, and a mobile app to boot!

Cons

The only thing missing is a voicemail drop option. This CRM is comparable to the big names but has a cleaner interface.

Pros

Easy to use, I can send and track emails to the customers or potential customer on real time. Help me to create sales goals, and complete them, since is very easy to follow up. Easy to use deal and lead generator

Cons

I can not email if the company is not created

Pros

Very intuitive, very user friendly yet extremely powerful.

Cons

I have yet to find something that needs improvement.

Pros

I loved the support and service provided as well as how user friendly the CRM is easy to use.

Cons

Learning a new system and the set up is not always easy, however I can say that the support given from the Salesmate team, made it very easy for me to do.

Pros

I've tried several different sales CRM solutions, and they all seemed to be a bit cumbersome and clunky. That is, until I tried out Salesmate.

It has all the features you need for a modern CRM, but it is simplified. They just did a better job thinking through how to take a load of features and make it as user-friendly as possible.

Seriously, this sales CRM stands out in the crowd.

Cons

There is only one thing that I am struggling with, and that is the texting platform. Texting is one of the best ways to communicate with others, and it seems a bit like an afterthought at this point.

That said, you can still easily text people and get replies from your own dedicated number right in Salesmate. I just wish the phone app prioritized texting, and maybe there was a screen in the web app where you could view your text conversations more easily.

Pros

Super easy to use and track activity across a company (especially an international growing one). I can easily see how the company sales activities are measuring up across our multiple regions, which helps when we organize sales campaigns, budgets, projections, etc.

Cons

As a growing start-up, I'm not technically a sales person but I use salesmate to still check up on our sales activities and follow/report my conversations. That being said, the activities page is a little much for a position like me where my email activity isn't necessarily helpful given most of them are project-based and not sales based.

Pros

The best part was the ease of moving leads through various stages.

Cons

The overall dashboard was sometimes pretty overwhelming due to excessive options.

Pros

Easy to use and affordable.