Absolutely a lifesaver!

Love it. Before this we were logging things manually and doing SO MUCH copying and pasting. It's just fantastic.

Pros

Integrated SMS, Email, etc. I tried many different CMS's. This one is by far the best for our situation. We just log in, go through the notifications, etc. Just works. Great follow up features, etc. The templates are such a lifesaver!

Cons

Email isn't perfectly reliable. SMS needs to be less than 160 characters to be 100% reliable.

Just gets it done!

The pipeline is adequate for our needs and helps keep things organized and visible. By far the single biggest feature is the email tracking. We are starting new website and marketing campaigns and to see who opened your email, clicked on your link to your website is very valuable to understanding our reach and exposure, etc. In addition, to be able to quickly log a task to help keep organized all on a single page view, really helpful tool. Thank you again SALESMATE!

Pros

The ease of use, features for what I need it to do and the support when im stuck or need alittle help, their right there every time and quickly via Chat, love it! Im not a "write a review guy" but these guys and this product is becoming so valuable to my company and our selling efforts-easy 5 STARS! Well done and thank you, rarely do you find a product that gives you back more than what you need and expected.

Cons

It took alittle time to get comfortable, but really, that was days (maybe hours) and not a hard process. just familiarity as with anything new, so not much to complain about...

Review of Salesmate

Utilitarian

Pros

Pipeline Graphic is easily accessible and digestible

Cons

The data sharing capabilities could be improved.

Best CRM for our Business

Salesmate has revolutionised how our business operates. Our systems have been simplified and become much more efficient. The ability to send bulk email and bulk text/SMS messages is critical to our business and Salesmate does this seamlessly. The comprehensive search capabilities have allowed us to speed up our processes and stay on top of our client data, ensuring that everything is always up to date. I wish we had found Salesmate years ago! I highly recommend Salesmate.

Pros

Ability to send bulk email and bulk text/SMS messages. Salesmate is a CRM that is versatile and very customizable. The support provided is exceptional. The team is always able to help.

Cons

It does everything we need. I'm looking forward to the planned XERO Accounting software integration.

CRM For The Masses

I have tried, literally, more than 50 CRM's and this is the first one I have retained for longer than a few months. It is the best I have found...

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.