Who Uses This Software?
We help small to medium sized businesses help grow their sales teams with a fun and easy to use CRM that sales teams love to use.
Average Ratings48 reviews
- Overall 4.5 / 5
- Ease of Use 4.5 / 5
- Customer Service 5 / 5
- Features 4.5 / 5
- Value for Money 5 / 5
See pricing details
- Free Version No
- Free Trial Yes, get a free trial
Cloud, SaaS, Web
Mobile - iOS Native
Mobile - Android Native
- Founded 2016
Salesmate helps businesses close more deals faster. Our easy to use interface and automated workflows lets your sales team focus on the right deals at the right time. Never miss a beat and start closing more deals.
Give us a free test ride today and our friendly staff is ready to help you!
- Calendar/Reminder System
- Document Storage
- Email Marketing
- Internal Chat Integration
- Lead Scoring
- Marketing Automation Integration
- Mobile Access
- Social Media Integration
- Task Management
- Territory Management
- Contact Database
- Contact Import/Export
- Interaction Tracking
- Lead Management
- Prospecting Tools
- Sales Pipeline Management
- Shared Contacts
- Activity Tracking
- Campaign Management
- Lead Capture
- Lead Distribution
- Lead Nurturing
- Lead Scoring
- Lead Segmentation
- Pipeline Management
- Prospecting Tools
- Source Tracking
Salesmate Most Helpful Reviews
Reviewed on 25/05/2018
Absolutely Amazing CRM The Best I Have Used Bar None
Comments: It just completely improved our productivity when it came to data management
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
Reviewed on 29/04/2017
Thrilled with the software
Comments: 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!
Reviewed on 15/02/2019
Comments: 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!
Reviewed on 06/08/2018
The most economical and feature-rich CRM
Comments: 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.
by Salesmate on 29/08/2018
Thank you so much for your feedback and being a long-time partner of Salesmate!
Reviewed on 31/03/2017
Excellent Product, Functionality, and Service
Comments: 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.