Salesmate Software


Salesmate is a cloud-based customer relationship management (CRM) solution that caters to small and midsize businesses across various industries. Key features include contact management, sales pipeline management, email marketing and internal chat and phone integration.

Salesmate’s contact management module helps users import contacts from Google, mobile and Excel files and store them in a central data repository. Users can also assign contacts and leads to their sales representatives. The solution’s pipeline view allows users to view, organize, prioritize and automate the creation of follow-up tasks for various stages of a deal.

Additionally, Salesmate supports integration with various third-party applications such as Microsoft Calendar, AWeber, Mad Mimi and more. It also offers mobile applications for iOS and Android devices, which allow users to remotely manage their business operations.

Services are offered on a monthly subscription basis that includes support via phone and email.

Deals dashboard
Deals dashboard
Deals dashboard
Contact profile
Contact profile
Compose email
Compose email
Sales goals
Sales goals
Sales funnel report
Sales funnel report

Supported Operating System(s):

Web browser (OS agnostic), Windows 10



26 Reviews of Salesmate

Overall rating

5.0 / 5 stars

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Tomas from 55 Brands Co.

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Salesmate is one of the best CRM out there

Pros

Bulk emails that makes it look like single email, email tracking, notifications. Say you send email to potential customer, click remind, select date to remind on calendar, pick remind condition, i.e.no reply. So if potential customer doesn't reply before certain date, it automatically pops up as reminder to follow up in your activities and syncs with Gmail calendar as well. Or like email scheduling, sometimes want customer to receive email at a certain time, does it too. Truly awesome, Salesmate overall is fun to use and makes tasks I have done before so much more easier. So many great features.
Customer support - awesome. Very responsive, knowledgeable and supportive.

Cons

Salesmate was really beyond my expectations. Of course there are minor things like with any software, but I am sure Salesmate team is working on it and it will be available via updates. In example you can't insert image directly into email body, but there's workaround and it works great.

Curt from Standard Bariatrics

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Excellent CRM

Selling to large corporations with 5 Key Opinion Leaders is a complex sales cycle. That is what I do. I have struggled for a long time to find a CRM system that is mobile friendly , customizable while keeping track of leads, emails, activity and sales forecasting without overkill. Salesmate delivers on all these points. I have increased my close rate over 100% since using Salesmate.

Pros

I like the usability and the support their technical support is stellar. The Sales Funnel easy to use with just enough easy customization to make it useful without being over-complicated. I love the fact that you pay for what you get and there is NO up-selling or bat & switch after becoming a user. Salesmate is straight forward and is built to turn leads into money.

Cons

Really nothing yet. I have really enjoyed it.

David from The Paul Blodgett Goalkeeper Training School

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Small Business

Great for staying organized and reaching out to clients.

Pros

The software is straightforward to navigate. We built a large clientele in a short period. Our sales have benefited greatly.

Cons

The software has been fantastic! No complaints.

Jen from Embrace Medical, LLC

Number of employees:  1 employee

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Functionality and Support

I've been able to be more productive, follow up with more customers in a timely manner, and close more deals because of Salesmate! It's priced well, especially for a start up company, like me, and I truly feel they care about your overall success, both with the CRM as well as your business.

Pros

I pick companies to work with based on their functionality and support. Is this software going to enhance my business and can I reach someone in a timely manner if I need assistance? The answer is YES with Salesmate! I can do things now with Salesmate that I only wished I could do on other CRMs. It is a seemingly robust system, and although a fairly new company, they are making system enhancements along the way, on the back end, and these system changes or upgrades do not negatively impact me. The best feature of Salesmate, however, is their IT support. Wow!! They're amazing! They instantly respond to the online chat feature and will ask you if they can remotely take over your screen if you're in a bind. For this reason alone, I will continue to support Salesmate. 5 stars!!

Cons

A little cumbersome in some ways. Intuitive in some aspects and a little confusing with other modules. Good thing there's tech support! Their IT support is top notch!

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Verified Reviewer

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

The most economical and feature-rich CRM

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.

Response: Salesmate, Salesmate

August 2018

Thank you so much for your feedback and being a long-time partner of Salesmate!

Ketan from Radiant Controls & Automation Pvt.Ltd.

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2018

We are really well satisfied with product and Support.We appreciate Your Attitude toward Customer.

This Software is Help us to full fill our Sales need,Data base maintain and Record all Communication With Each Customer.Which is our basic need.

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

John from JAM Works LLC

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2018

Very active team at Salesmate. Davey will soon meet Goliath. The progress made so far is wonderful

Important Sales clients, and processes. I am able to clearly focus. The application is very flexible, as we have a unique business like most. We were able to customize for our very need.

Pros

Support is incredible, the team at salesmate never complain at what I may think is wrong. They listen and have made great strides for a rock solid product.

Cons

as a relatively young company, there are small bugs from time to time. However, these are diligently fixed with most very quickly.

Matthew from CityScape Insurance

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Very happy with my decision to start using Salesmate

Quick implementation, great pricing, and really easy to learn/use.

Pros

What's not to love, right out of the box they include email integration, hotkey functionality to make adding new deals a breeze, and the customer service they provide. They're also always looking to improve and open to new ideas which is a feature all in itself.

Looking forward to what Salesmate comes out with next and growing our company with their sales platform.

Cons

After chatting with support team they already addressed what Cons I'm facing and they're already working on improving the features. There's really nothing negative I can say about the platform that they aren't already aware of and actively working to improve.

Paul from Sole Juice

Number of employees:  2-10 employees

Ease-of-use

Customer support

Functionality

May 2018

Absolutely Amazing CRM The Best I Have Used Bar None

It just completely improved our productivity when it came to data management

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

Brittany from Work For Your Beer

Ease-of-use

Value for money

Customer support

Functionality

May 2018

I've been using this platform for over a month now and have seen my productivity double!

Pros

I really enjoy the deals page, it shows (visually through color) when deals have gone stale and I can quickly see how long it has been since I've spoke with someone about that deal

Cons

The e-mail platform is taking some getting used to, but is worth the time to learn it since I am getting so much value out of it

James from Data Schematics

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Keeps My Business Organized

One of the best things is the simplicity of this software, we can easily become familiar. Salesmate offers us mobile apps and google apps integration, which is awesome.

Pros

Sales processes, schedule, emails get organized. One can easily check on everything at a glance. Easy to use and UI design is streamlined and appealing.

Cons

For my business, I think Salesmate covers my needs well. There can be more options to integrate with third-party apps.

Mike from FYT Virtual Assistants

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Solid CRM for small business looking for an easy to use, yet impactful CRM

Pros

As an owner of a small, growing VA business, I was really drawn into Salesmate by its price point, easy interface, and simplicity. I have tried out a number of CRMs, but they all seemed to have way more features and options than I really needed (even though I'm a bit of a techy). The customer service support has been very responsive, which I appreciate, and they've been open to feedback. I'm enjoying using the tool to track sales goals and progress, as well as to organized contacts, companies, and follow up on leads.

Cons

There are still some quirks and bugs with the tool that can be a bit cumbersome. Nothing that would turn me away, but little things like where to find the workflows section, clearing out missed calls individually as opposed to in bulk when integrating RingCentral. As a growing company, I appreciate Salesmate being open to customer feedback, which is honestly a big reason why I'm going to stick with it.

megan from vegas display

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

One of the best customer services teams I've experienced!

I think eventually it will lead to a higher sales close rate as my Open Deals are easily sorted and trackable: I know where to focus my time. Also helps me keep in contact with my clients, I can schedule future emails, use templates to save time. I mean, I just don't know how I worked all these years without salesmate! This has transformed my work life, made it Sooo much more organized, efficient and pleasant.

Pros

Functionality -- it does everything I need in my CRM , easily organize and sort records, keep track of daily tasks, send out bulk emails, schedule emails, import records from my database

LinkedIn icon
Verified Reviewer

Ease-of-use

Value for money

Customer support

Functionality

February 2018

Salesmate is a fantastic all in one CRM for both outbound and inbound sales teams!

Salesmate is an all in one crm for outbound and inbound teams alike. Whether you're a solopreneur or part of a larger organization, salesmate has all the tools insight one platform!

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.

Zora from Kannaway

Ease-of-use

Value for money

Customer support

Functionality

February 2018

very convenient and easy CRM with all the necessary features, quick and professional support

pleasant environment (backoffice), simplicity, and speed in use, professional support

Pros

I have tried many CRMs over the past 2 years, but this one suits me best with simplicity, clarity, a pleasant for the eye and very easy to adjust system, everything is easy and fast, there are all the systems that people need to manage contacts and emailing - and it doesn't have to pay the absurd money that some systems have. And if something does not work, support work immediately and successfully. And not only via chat, also personally via skype with shared screen.

Cons

Because everything works perfectly and easily, one has higher expectations of the system because the support listens and adapts the system to the needs of customers, so I would like to see more modifications in the synchronization of emails. At this point, there is just a simple synchronization like everywhere, but I believe that the development will continue, and that will soon be a progress.

Jerald from Insurance One Agency

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

January 2018

Great software at an affordable price. I researched many and selected Salesmate.

Create workflows to manage our email campaigns to customers/prospects. Auto dial from software is very helpful.

Pros

I like the ability to send emails via templates and incorporate them into workflows that operate behind the scene to reach out to our customers/prospects. One of the rep, at support, was outstanding with his assistance. Patient and competent. Helped me squeeze everything out of the software functionality.

Cons

The average user would find it easy to be up and running quickly. I have the habit of pushing the limits and have had to contact support many times to ask questions. The Pros above far outweigh the cons due to the outstanding and prompt support.

Dalyn from Professional Website Management

Ease-of-use

Value for money

Customer support

Functionality

November 2017

After trying dozens of CRMs and just getting frustrated again and again I found Salesmate

Really easy to interact with and store customer data.

Pros

1. Super simple and easy to start using.
2. Has a great mobile app that is fast and responsive.
3. The ability to build custom fields and forms for each data set.
4. Very responsive support through live chat right within the web app.
5. Fine grained permissions and roles.
6. Shows all email history, none of this forward to an alias stuff that other CRMs require.

Cons

1. Currently only able to sync one email address for each contact but I spoke with support and they are working on a solution.
2. The placement of some of the actions and navigation could be a little easier but once you learn the application you don't even notice it.

Jacqui from Faciliteq

Ease-of-use

Value for money

Customer support

Functionality

August 2017

Salesmate is a very easy to use solution, and just as easy to install.

Pros

We can see our pipeline, including the sales process stages and the dollar volume at each stage. Since our inception 90 days ago, our pipeline has grown 100%

Alan from Skytop Business Loans LLC / Golden Mile Funding LLC

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2017

I am blown away by the combination of simplicity and power. Salesmate has it all, seriously.

automatic automation - emails come in and go out the way they always do - by the thousands - The difference is now this intelligent program is catching on and realizing which e-mails pertain to what client I am working with - beyond that it identifies when it should send a message out on my behalf staying in touch with certain people. It integrates very well with GMail and Chrome - It's extremely easy to set up and truthfully Salesmate has THE best customer service team bar none. That is truly the benefit. Oh- I almost forgot, it's insanely cheap. My experience with CRMs is the same everytime - there is that period of greasing the right wheels and getting used to some differences in how everything is done. Truly Salesmate has the best Customer Service in technology period.

Pros

I can't believe how simple it is to conduct my business the way I usually did but now it's automatically being organized, sorted, and behaviors are suggested for following up. It's truly better than a personal assistant. I have tripled my productivity in the short time I've had Salesmate - I'm just glad I got in while it is still cheap - it's seamless.

Johnny from Alanic International

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2017

Seamless!

organized my sales leads.

Pros

Its very User Friendly, Easy Navigation, Simple to use and not much training is involved for the new staff to get them off the ground.

I like how stages are set and we can move the deals accordingly!

Cons

Not often, but it lags sometimes, and there is always a delay and i have often experienced after a certain time, there is no connectivity which recently got fixed.

there aren't too many bugs, otherwise its a great software to use!


Displaying 1 - 20 of 26 reviews