Categories:

#128

Salesmate is ranked #128 in the Customer Database Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

Salesmate Pricing

Based on our most recent analysis, Salesmate pricing starts at $29 (Per User, Monthly).

Price
$
$
$
$
$
i
Starting From
$29
Pricing Model
Per User, Monthly
Free Trial
Yes, Request for Free

Training Resources

Salesmate is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Salesmate:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Salesmate Benefits and Insights

Why use Salesmate?

Key differentiators & advantages of Salesmate

  • Secure and Reliable:  Complete data protection and regular backups create a secure platform for storing and processing sensitive data. 
  • Integrations:  Integrate with third-party applications and API-supported custom integrations for seamless operations. 
  • Better Collaboration:  Facilitate better communication and coordination between teams with a team inbox. 
  • Transparency:  Centralized information and insightful data-rich reports updates team members about performance and goal metrics. 
  • Flexible to Fit:  A reduced learning curve and customizable features drive early adoption and streamline sales processes. 
  • Mobile Apps:  Mobile iOS and Android apps are supported. 

Industry Expertise

Suited to all business sizes for a broad range of industries, Salesmate serves over 4000 customers worldwide. It leverages personalized tools and process automation features to help sales teams boost lead engagement.

Salesmate Reviews

Average customer reviews & user sentiment summary for Salesmate:

User satisfaction level icon: excellent

162 reviews

95%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of Salesmate reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • Built-in Communication Tools: Users praise Salesmate for its comprehensive built-in tools that streamline communication, such as email sequences, click-to-call functionality, and text messaging, eliminating the need for external integrations.
  • User-Friendly Interface: Salesmate is lauded for its intuitive and easy-to-navigate interface, making it simple for teams to adopt and use effectively, even without extensive technical expertise.
  • Effective Pipeline Management: Users appreciate Salesmate's visual pipeline management features, which provide a clear overview of deal progression and allow for easy tracking of sales activities, leading to improved sales forecasting and process optimization.

Cons

  • Limited Customization: Users express frustration over the inflexibility of certain features, particularly workflows. They desire more granular control to tailor the system to their specific needs.
  • Reporting Limitations: There are complaints about the reporting functionality, citing a lack of depth and flexibility in generating reports. Users desire more comprehensive reporting options to gain deeper insights into their sales data.
  • Occasional Glitches: Some users report experiencing occasional bugs or glitches within the platform, impacting their workflow and productivity.

Researcher's Summary:

Is Salesmate your soulmate when it comes to CRM? Users praise Salesmate for its user-friendly interface and affordability compared to competitors like Pipedrive and Zoho. They highlight its intuitive design, making it easy to navigate and implement without extensive training. Users specifically appreciate the visual sales pipeline, which provides a clear overview of deal progression and streamlines sales management. However, some users express that Salesmate's reporting features could be more robust, desiring more in-depth analytics and customization options.

Salesmate seems to resonate with small and medium-sized businesses seeking a straightforward and cost-effective CRM solution. Its ease of use and visual pipeline make it particularly suitable for teams transitioning from spreadsheets or simpler systems, allowing for a smooth onboarding experience and quick adoption. However, businesses requiring highly sophisticated reporting functionalities might need to consider alternative options.

Key Features

  • Contact Management:  Store, organize, group and segment contacts centrally. Add tags and custom fields while using smart filters to search for contacts with similar attributes. Linear communication timelines make relevant information readily accessible. 
  • Email Management:  Send personalized messages to contacts with included templates. Automated performance tracking for metrics like open rates, click rates and opening times can help continually improve engagement rates. 
  • Text Messaging:  In-built text features lets salespersons engage their contacts with bulk messages about promotions, announcements, greetings and reminders. 
  • Built-in Calling:  Single-click calling features help users connect with leads and customers. It also supports call recording, notes and reports to facilitate better communication training. A power-dialer, automatic call distribution and call transfer facilities provide seamless communication. 
  • Team Inbox:  Shared team inboxes provide a collaborative space for teams with complete transparency to improve lead and client email response rates. Close deals, upsell and resolve customer queries faster. 
  • Workflow Automation or Sequencing:  Automated data enrichment for contacts, email tracking, call tracking and task delegation lets sales teams focus on closing deals. Automated ‘sequences’ of activities can be created to ensure multiple touchpoints with contacts with pre-set rules and delays. 
  • Sales Pipeline Management:  A complete visual overview of the sales pipeline lets users view, organize and prioritize follow-up actions to focus on the high-priority leads. Detailed breakdowns of pipeline stages are also provided to identify issues and course correct. 
  • Product Catalog:  Users can manage a product catalog for easy access of prices and availability, as well as to manage deals and promotions. 
  • Deal Management:  The deal management module offers real-time visibility into sales cycles and deal status for each stage of pipeline. Visual indicators help define each deal’s value, identify hot deals and improve profit margins. 
  • Activity Tracking:  Plan, prioritize and track day-to-day activities while delegating tasks using the activity tracker. Managers can also use the activity tracker to measure team performance. 
  • Goal Tracking:  Admin can set up and track quantifiable time-based goals at the user, team, and organization levels to stay on the right track and maintain performance. 
  • Sales Forecasting:  Sales forecasting features with real-time visual representations of sales funnel help estimate revenue and optimize operations for maximum profitability. 
  • Sales Reports:  Pre-built, customizable and interactive reports measure the entire sales funnel from lead to closure. Pipeline conversion, lead source analysis, team performance and individual deals provide valuable metrics and actionable insights. 

Limitations

These limitations are current as of the writing of this review:

  •  Automated texting is hard to setup with coding 
  •  Multichannel sequencing needs to be improved 
  •  Custom field options need to be expanded 
  •  Takes time to load 

Suite Support

Salesmate offers support to its users through phone, email and support portal during business hours.

mail_outlineEmail: Support email address is hidden behind a customer login.
phonePhone: Support phone numbers are hidden behind a customer login.
schoolTraining: Salesmate offers training and onboarding through documentation, live webinars and in-person support.
local_offerTickets: Users can submit a ticket through the dedicated support portal after logging in. Tickets are responded to on a priority basis, and users can access support documentation and a helpful community for their issues.
Your review has been submitted
and should be visible within 24 hours.
Your review

Rate the product