Salesmate is a CRM software tailored for small to medium-sized businesses, streamlining sales processes. Key features include contact and pipeline management, email tracking, and automation tools. It offers analytics and reporting capabilities for monitoring sales performance and predicting future trends. Salesmate also supports integration with various third-party applications to boost functionality.

  • 01Pros and cons from reviewers
  • 02Main features
  • 03What is Salesmate?
  • 04How Salesmate compare to similar software?
  • 05Who is Salesmate best for according to our reviewers?
  • 06Salesmate Reviews

What is Salesmate?

Salesmate is a cloud-based CRM software designed to optimize sales processes and improve customer relationships for small to medium-sized businesses. It provides a platform for tracking deals, managing sales pipelines, and automating tasks. Key features include contact management, email integration, sales forecasting, customizable reports, and a built-in phone system. It also offers a mobile app for accessing real-time data and integrates with popular apps like Gmail, Google Calendar, and Slack. Salesmate's advanced analytics and dashboards aid in making data-driven decisions to enhance sales performance. Exclusive promotions are available on Salesmate and similar CRM software.

Pros from reviewers

  • User-friendly with customizable dashboards: The platform is praised for its user-friendliness and customizable sales progress tracking dashboards. This allows businesses to easily track and manage their sales processes

  • Mobile app with data sync: Salesmate's mobile app syncs data with the desktop, allowing tracking of activities, appointments, texts, emails, tasks, notes, calls, etc., for each client. This makes it a highly functional tool for businesses on the go.

  • Comprehensive CRM features: Salesmate offers a wide range of CRM features that cover end-to-end sales and marketing management, sales process automation, and email campaign automation. This makes it a top choice for businesses looking for a comprehensive solution

  • Google integration and excellent template capabilities: Salesmate impresses with its Google integration, excellent template capabilities, workflow features, and forecasting. This provides a nearly complete feature set that competes with pricier CRMs

  • Excellent customer support: Salesmate's customer support is highly commended for their quick responses and commitment to resolving issues. They even provide custom walkthrough videos, making customers feel valued and supported

Cons from reviewers

  • Slow operation: Some users have reported that Salesmate operates slowly on their devices, which can hinder productivity

  • Multiple notifications: The software sometimes sends multiple notifications for a single email, which can be annoying and disruptive

  • Limited integrations: While Salesmate offers a comprehensive set of features, it lacks integration with some popular platforms such as Skype and Zoom info, limiting its functionality

  • Unidirectional contact integration: The contact integration between Salesmate and Google Apps only works from Google Apps to Salesmate, not the other way around, which can be inconvenient

  • Limited email attachment size: Salesmate only allows attaching documents to emails that are less than 10mb, which is below the current industry standard of 20mb.

Main features

Starting Price

N/A

Free Plan

No

Mobile App

Contact Management

Email Integration

Built-in Phone System

Sales Forecasting

Who is Salesmate best for according to our reviewers?

  • Small to Medium-sized Businesses: These businesses can benefit from Salesmate's comprehensive CRM features, sales and marketing management, and sales process automation. The platform is user-friendly and offers customizable sales progress tracking dashboards

  • Marketers and Agencies: With its comprehensive feature set and responsive support team, Salesmate is a cost-effective solution for marketers and agencies. It offers everything they need at a reasonable price

  • Attorneys: Salesmate's customizable features make it effective for tracking multiple cases for individual clients. Its VOIP integration and mobile app that syncs data with the desktop are particularly useful for attorneys who need to manage various tasks and appointments.

  • Sales and Marketing Teams: Salesmate is ideal for these teams due to its smart email campaign tracking system and GDPR compliance in Europe. It also offers dependable end-to-end CRM features, making it a top choice for comprehensive sales and marketing management

  • Real Estate/Mortgage Brokers: Salesmate's functionality and top-tier support make it a suitable choice for brokers. It can be fully integrated into all client communication, making it a valuable tool for managing client relationships

  • Salesmate Reviews

    4.5

    Salesmate rating

    4.5

    Ease of use

    5.0

    Customer service

    4.8

    Value for money

    4.7

    Likelihood to recommend

    4.6

    Features

    22 Salesmate Reviews

    4.5 (22 reviews)
    Leave a review
    • Gregory Garcia

      Enhanced Efficiency and Effectiveness: Salesmate's Customization Options

      I appreciate the customization options that Salesmate offers. It allows me to tailor the software according to my business needs, making it more efficient and effective

      September 2, 2024

    • Amber M

      Highly Recommended: The Trustworthy and Secure Service of Salesmate

      I highly recommend using Salesmate's service! They require your Gmail password, which might seem daunting at first, but it's actually a security measure that ensures your device's safety. I've found it to be a trustworthy and reliable software!

      August 26, 2024

    • Harold G

      Insightful Reporting: Empowering Sales Performance

      The reporting feature in Salesmate is excellent. It provides insightful data that helps me to make informed decisions and improve my sales performance

      August 20, 2024

    • Scott Martinez

      User-friendly Layout, Easy Navigation

      I find the format of Salesmate very nice and easy to navigate. Their customer support service is exceptional, going above and beyond to ensure all my questions are answered promptly and thoroughly.

      August 13, 2024

    • Margaret Johnson

      Salesmate's Pipeline Management: A Sales Manager's Best Tool

      As a sales manager, I find the pipeline management feature of Salesmate extremely useful. It provides a clear overview of all ongoing deals and helps me to strategize effectively

      August 5, 2024

    • Andrew N

      Efficient Payment Management and Lead Generation with Salesmate

      Salesmate is incredibly efficient and proactive when it comes to managing my payments. If I happen to miss a payment, they immediately streamline my account to ensure I'm not overwhelmed with leads. They don't just freeze them, they actually refresh my account, giving me a clean slate to start anew. It's a great motivator to keep up with my payments and maintain my lead generation. Building quality leads does take time and effort, but with Salesmate, I'm encouraged to stay on top of my game. Plus, there's no unnecessary clutter as there's no option to pause the service. It's all about moving forward with Salesmate!

      July 30, 2024

    • Rachel D

      Salesmate: A Game-Changer for Real Estate and Mortgage Brokers

      As a real estate/mortgage broker, I must say Salesmate is an absolute game-changer! The functionality it offers is unparalleled and the top-tier support is simply outstanding. I've seamlessly integrated it into all my client communications and I can't recommend it enough!

      July 21, 2024

    • Johnny Martinez

      Essential Sales Tool with Time-Saving Automation

      its intuitive interface and robust features make it a must-have tool for any sales professional. The automation feature, in particular, has saved me countless hours of manual work

      July 13, 2024

    • Walter Miller

      Boosting Business Productivity with Salesmate CRM: A Personal Experience

      I would highly recommend any business to consider this innovative CRM, Salesmate. It has significantly boosted my productivity as I get to interact with their support team for about an hour a week to enhance my understanding of the features. For instance, the email template editor is a creative challenge that keeps me on my toes, and the Automation Journeys feature is full of surprises, keeping me engaged and alert. Despite encountering a few hiccups, they always take the time to investigate the issue thoroughly. They often reassure me that they've checked the logs and found no issues, which encourages me to explore their features more deeply.

      July 6, 2024

    • Ronald Miller

      Efficient Task Management: Salesmate Keeps Me Organized and On Track

      I've found the task management feature in Salesmate very beneficial. It helps me stay organized and ensures that no task falls through the cracks

      July 1, 2024

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