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.

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.

Review of Salesmate

Utilitarian

Pros

Pipeline Graphic is easily accessible and digestible

Cons

The data sharing capabilities could be improved.

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

Best Price / Performance of Any CRM

Although I have not had to use the SalesMate tech support personnel very often, when I do they are quick and extremely responsive. Overall, I am very satisfied with SalesMate.

Pros

SalesMate offers a feature set that is virtually complete and competes against CRMs which cost far more than SalesMate. Google integration is very good, template ability is excellent and there are workflow capabilities. Forecasting is also included. There is no limit on contact size.

Cons

We would like to see contact integration go both ways between SalesMate and Google Apps. Currently it works only from Google Apps to SalesMate, not vice versa. One weird situation is that the Google Widget is very complete, but it takes up far too much space on my laptop screen. One feature set we would like to see is lead scoring.