Ratings Breakdown
User Reviews Overview
Feature Ratings
Ease-of-use
4.5 / 5
Value for Money
5.0 / 5
Customer Support
5.0 / 5
Functionality
4.5 / 5
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."
"I love Salesmate. The UI is clean, the customer service team is very responsive. They offer a large amount of pipelines for a small price so it scales well. Much better alternative to Zendesk. "
"I love that there is excellent customer support. I like that it is easy to use, and that you can send and track emails through the system. I also like that you can see when someone opens. "
Cons
"The UI can be better. Sometimes it confusing and the loading times a bit slow. That said, it's still a great product."
"Sometimes, key functions are tucked away. They are there, but implemented in un-obvious ways. Once you get used to the UI and look at the support videos, it comes together well."
"There were few minor glitches in the past, but with the new updates and advancements I haven’t encountered any problem recently."
Salesmate Reviews
Filter by:
October 2019

Jason from Teach 2 Teach
Company Size: 11-50 employees
Industry: Education Management
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
October 2019
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.
Reasons for Choosing Salesmate
They were too complicated and kinda expensive. Didn't love their customer support either.
Reasons for Switching to Salesmate
Dynalist is not really a cms. it has a lot of good features, but certainly not email, sms, etc. We just love it's customization.
June 2020

Paul from Fastway Terminal Inc
Company Size: 51-200 employees
Industry: Logistics and Supply Chain
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
June 2020
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...
Reasons for Switching to Salesmate
In fairness, I used Zoho CRM in my previous company, and i just found it to be too much, too clunky to move from screen to screen. Salesmate keeps all your info on an individual on one page!

Response from Salesmate
Replied July 2020
Paul, thank you for this review! We will continue to work hard to make our CRM the best in the market!
April 2021

Mithil from T/K
Company Size: 11-50 employees
Industry: Public Relations and Communications
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
April 2021
A good basic alternative to your CRM needs
It has been great. We just deployed it for a client.
Pros
Salesmate is a good customer relationship management software option for users who do not want a lot of complexity in their CRM. It is good value for money too.
Cons
Integration and available apps could be better. There are workarounds by using Zapier but overall I feel the market place could be upgraded.
Reasons for Choosing Salesmate
Pricing options were better.
February 2019
Alex from Aloe Care Health
Company Size: 2-10 employees
Industry: Health, Wellness and Fitness
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
3.0
Value for money
4.0
Customer support
3.0
Functionality
4.0
February 2019
Review of Salesmate
Utilitarian
Pros
Pipeline Graphic is easily accessible and digestible
Cons
The data sharing capabilities could be improved.
February 2021
Miguel from Lets Camp Business Academy
Company Size: 2-10 employees
Industry: E-Learning
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
February 2021
Best CRM for the money out there
The customer services is second to none, they respond fast, and if you dont get is, give them access to your computer and they will do it for you. They have even recorded custom video tutorials just for me. that is awesome. Never seen that level of service before.
Pros
I searched form months for the CRM with the features and a payable price. I found Salesmate hands down to be the one. I migrated from HighRise that is good but they stopped developing. This is it, look no further unless you have a deep pocket.
Cons
The limited numbers of emails I can send per day for email marketing and the process required to send emails to all your contacts.
Reasons for Choosing Salesmate
Functions, Price and the best customer service you can dream of.
Reasons for Switching to Salesmate
Needed more features
November 2019
Matt from Key Music Australia
Company Size: 11-50 employees
Industry: Education Management
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
November 2019
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.
Reasons for Choosing Salesmate
Bulk SMS and Email sending work best with Salesmate. No other CRM met our needs.
June 2020
Roy from Commission Funding LLC
Company Size: 1 employee
Industry: Financial Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Customer support
5.0
Functionality
4.0
June 2020
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.
Reasons for Choosing Salesmate
See the "Pro" section above
Reasons for Switching to Salesmate
Customer Service was not up to my standards, whereas Salesmate is AMAZING!!!

Response from Salesmate
Replied June 2020
Thank you so much for your feedback. We will continue to work on the items you have mentioned below!
June 2020
Bob from Rebel Seller
Company Size: 1 employee
Industry: Computer Software
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
June 2020
Incredible Sales Automation CRM and OmniChannel tool...
The experience is great. They use Intercom and are always responsive and effective in solving customer needs.
Pros
The Salesmate team continues to deliver a quality product for seasoned sales professionals.
Cons
I would like to see more robust sequencing capabilities for multi-channel. Stronger integration for scheduling, follow-up, and Gmail integration automation. However, the capabilities are rich for an inbox compliment.
Reasons for Choosing Salesmate
Salesmate mobile application and the continued pursuit of enabling a true hunter platform. Regardless of recent times, you need your customer data at your fingertips, and when they respond to an email, call, text, or whatever, you need to be able to respond and keep a pulse on your business. This is not a bureaucratic overburdened CRM. This platform allows you to get work done quickly. The new automated activity queue and power dialer are arguably the best in the industry. The platform is more like a toolset and you will get a lot done using it. Enjoy.

Response from Salesmate
Replied July 2020
Thank you for this review! We are happy you are excited about our power dialer & smart queue! :) Also, thank you for the constructive feedback. We will continue to work hard to enhance these features over time! Thank you!
July 2020
Anonymous
Company Size: 11-50 employees
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
July 2020
Salesmate
Salesmate is a great CRM if you are looking for everything to be in one place. It integrates well with RingCentral, Google Calendar and Gmail. It records your calls and attaches right within each contacts profile so it is easy access if you want to review a certain call.
Pros
Salesmate provides everything in one place! This is an awesome CRM that we recently switched over to. It allows you to tackle prospects and stay organized with types and tags. This way you can take a quick glance at who still needs to be contacted. We use RingCentral and it integrates well along with Google Calendar and Gmail. If you add activities it mirrors that on your Google Calendar. For the most part, I no longer open up my Gmail or Google Calendar because I receive emails through Salesmate and Salesmate also provides a checklist of events that I have already set up.
Cons
We do have it integrated with RingCentral and while it is neat. There are times where we have users that authorize RingCentral but have to remove RingCentral and reauthorize about 1-2 times a month. It doesn't take long but it does still take time out of the day.
July 2020

Jules from MSP
Company Size: 2-10 employees
Industry: Machinery
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
July 2020
Best CRM for the Price
Wonderful. Much more affordable and comes with great support.
Pros
I love Salesmate. The UI is clean, the customer service team is very responsive. They offer a large amount of pipelines for a small price so it scales well. Much better alternative to Zendesk.
Cons
They dont have a "delete" button for incorrect imports but it can be easily fixed otherwise by just "tagging" your imports beforehand.
Reasons for Switching to Salesmate
Zendesk was way too expensive
May 2018
Paul from Sole Juice
Company Size: 2-10 employees
Industry: Printing
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Customer support
5.0
Functionality
5.0
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
April 2017
Ian from Airshark
Company Size: 2-10 employees
Industry: Airlines/Aviation
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
April 2017
Thrilled with the software
Fantastic value for a CRM platform with easy staff onboarding and great back-end webhook integration support
Pros
Salesmate is a great software platform for small/medium businesses. We're in the process of building a highly automated sales / project management workflow, and Salesmate has by far the most powerful and user-friendly workflow automations (via Webhooks) that I've come across in testing many of the popular CRMs. Theoretically Salesforce is more powerful, but is also astronomically more complicated to actually configure - where Salesmate is straightforward and with only a moderate level of programming experience can be customized via Zapier or other web 2.0 services. I've had many deep-dive technical conversations with the support team, and they've been absolutely astounding with fast and knowledgable responses to my questions about the platforms and the API. The platform is very user friendly and took little time to onboard a team of 10 - far better than previous CRMs that we've worked with. The card view for deal progress is great and really helps visualize your sales pipeline. Also, while it still has a few minor quirks, Salesmate is by far the best CRM value across any platform that I've tested (and I've pretty much exhausted the list of CRMs!)
Cons
We transitioned from Base CRM, which has phenomenal email tracking support when integrated with Gmail - every email was associated automatically with the correct contact or deal automagically. Salesmate is working on this functionality, but at present only incoming emails are connected to contacts. (Outgoing emails sent through Salesmate are too, but outgoing from your desktop mail client or Gmail aren't). I've had several great/productive conversations with the support team and they're actively working on this however, and at the rate they're improving the platform I'm looking forward to having this functionality in the not too distant future! Minor nitpick is the API documentation is also a little lacking, but actually has had some updates while I've been writing code against it and is getting a bit better. The acceptable API docs are offset however by the absolutely fantastic support, so if you ever are scratching your head or not quite getting the API response you'd expect, just ask!
February 2019
Kristy from Go Green Solutions, LLC
Company Size: 11-50 employees
Industry: Consumer Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
3.0
Customer support
5.0
Functionality
2.0
February 2019
Salesmate Review
Overall, it is easy to you and I have found what works for me given everything. But, you don't want a user to have to "find what works for them" in a system. You want a BULL DOG of a system that is constantly updated with new features and a better flow. I have so many activities that are open and dead and it is super unorganized bc it lacks certain features like highlighting a company green once it's won or red when they're not interested etc.
Pros
I love that there is excellent customer support. I like that it is easy to use, and that you can send and track emails through the system. I also like that you can see when someone opens.
Cons
What I like least is that nothing is integrated. Users need to have the ability to update one area and it update in others as well. I keep my notes in the description area of the company because it is the first thing I see. I do not like that there is a max characters allowed. The note section should not be so hidden and there are TOO MANY places to enter notes etc. Keep it simple - have ONE BOARD that has the quote, email, etc. I stopped using the Deals section as it is just all too time consuming. Lastly, when I send an email - I am emailed a response but when I reply it seems to send from a different email than the system so this could be confusing for people I talk to. Oh, and it would be beneficial to partner with adobe!
August 2018
Anonymous
Company Size: 2-10 employees
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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 from Salesmate
Replied August 2018
Thank you so much for your feedback and being a long-time partner of Salesmate!
March 2017
Eric from HoldMyTicket
Company Size: 2-10 employees
Industry: Computer Software
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
March 2017
Excellent Product, Functionality, and Service
We have been using Salesmate for 6months now. They helped our team transfer our entire database from a previous sales crm that was in place. The team at Salesmate has always been prompt to response to any questions we have and fix any minor issues that we have had. Onto the product... I've used existing sales crm's such as Salesforce, Base, and HighRise. We wanted something a little more light weight since we have a small sales team. Salesmate fit the bill perfectly. The dashboard give you a great snapshot of activities, sales goals, and current forecast. The UI is easy to navigate and is broken down by Activites, Contact, Companies, Deals, and Reports. As I mentioned previously, this is a light weight crm but still has some features that are built for larger sales teams and enterprise clients. Salesmates' workflows are particularly useful from an automation standpoint. They are seemingly endless possibilities especially when you bring in Zapier to the mix. They have a top notch tagging and email set up as well. It's very easy to search and find the data. The team at Salesmate is constantly adding new features and are great at taking feedback from customers.
Pros
User Interface, Workflows & Automation Capabilites, Internal Email Sender, Reports, and Customer Support.
Cons
Newer platform so it's not as robust from a feature or integration stand point. No mobile app... yet.
July 2018
Ketan from Radiant Controls & Automation Pvt.Ltd.
Company Size: 11-50 employees
Industry: Electrical/Electronic Manufacturing
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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
February 2019

Dan from Prism Inks, Inc.
Company Size: 11-50 employees
Industry: Wholesale
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
February 2019
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.
September 2018
Tomas from 55 Brands Co.
Company Size: 2-10 employees
Industry: Wine and Spirits
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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.

Response from Salesmate
Replied November 2018
Hi Tomas, Thank you for reviewing us. As committed we now have the facility to insert images directly into the email body using the Email Media Manager. https://support.salesmate.io/hc/en-us/articles/360015794332-Email-Media-Manager You can get in touch with the team on chat OR at support@salesmate.io in case any more questions.
December 2019

Robert from Farmers First Coffee Company
Company Size: 2-10 employees
Industry: Wholesale
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
5.0
Functionality
5.0
December 2019
Great newcomer to the CRM market
Overall, we have enjoyed using Salesmate. I'd recommend it.
Pros
We're really enjoying Salesmate's automation features. We also like how simple the pipeline is to use.
Cons
Every now and then we do see a few bugs. This is a newcomer to the market and we find that they're working through a few hiccups, but those bugs have never actually affected our operations. Mostly visual stuff on the platform.
Reasons for Switching to Salesmate
Insightly was unwieldy.
February 2019

Zachary from JTG Muir
Company Size: 11-50 employees
Industry: Construction
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
February 2019
Very happy with my Salesmate choice
I waited a few months to write this review, as I am used to giving software a try and tossing it out once I've discovered what it really delivers. This has been the opposite. I now rely on it completely and it is a natural part of my work flow. So far, I only use it as a lone salesperson. I filtered through many other options before deciding on Salesmate and am really happy with my choice!
Pros
The support team is awesome! The product has a full set of features at a fair price. It was pretty easy to set up and customize. They helped me set up a mobile # to use for work, and all calls, emails and texts are tracked completely and automatically! I carry one device with clear separation of work and personal. I have caught the attention of my management and co-workers as being uber-organized even on the week I was given (3x) the leads I was supposed to receive.
Cons
I don't try to attach files in the software. I create separate job folders to hold all my forms and pictures. There is some functionality with time tracking and calendar integration that I think they are working on, but it's not here yet. I'm eager to be able to further customize the initial dashboard screen. I don't want to build custom reports on pages that I need to select or dig into. That defeats the point of a dashboard.
August 2018
Jen from Embrace Medical, LLC
Company Size: 1 employee
Industry: Hospital & Health Care
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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!
June 2020
Juan from Graphics One
Company Size: 2-10 employees
Industry: Chemicals
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
4.0
Functionality
5.0
June 2020
Salesmate help to complete our goals
Is great tool for our sales team
Pros
Easy to use, I can send and track emails to the customers or potential customer on real time. Help me to create sales goals, and complete them, since is very easy to follow up. Easy to use deal and lead generator
Cons
I can not email if the company is not created

Response from Salesmate
Replied July 2020
Thank you for this positive review. We have reached out to you personally to see how we can improve what you mentioned in the cons section. We want to make sure that we continue to improve based on your feedback.
August 2017
Alan from Skytop Business Loans LLC / Golden Mile Funding LLC
Company Size: 2-10 employees
Industry: Financial Services
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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.
February 2018

Zora from Kannaway
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
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.
July 2018
John from JAM Works LLC
Company Size: 11-50 employees
Industry: Industrial Automation
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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.
April 2018
Mike from FYT Virtual Assistants
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
4.0
Functionality
4.0
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.
May 2017
Robert from RKA Ventures, LLC
Company Size: 2-10 employees
Industry: Management Consulting
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
May 2017
Unbelievable new sales app... very well executed.
Improved sales effectiveness. It's got everything we need, works efficiently and it is affordable. The team picked this over all of the others and they're using it. Great sales app.
Pros
Many of the main functions needed to be in professional sales, none of the wackiness. I have tried almost every CRM on the market. All of them fall short... even Salesmate has room to improve, but the overall quality and out of the box functionality blew us away. The customer support is some of the best we've experienced. Check out their Youtube channel... it says a lot. Many other CRMs have been around for years and don't have half of the help videos. Finally, the financial value is incomparable. No other sales app, with this set of functionality, comes close (price-wise). I am very impressed.
Cons
Sometimes, key functions are tucked away. They are there, but implemented in un-obvious ways. Once you get used to the UI and look at the support videos, it comes together well.
January 2019
Kade from NoLimits Event Center
Company Size: 2-10 employees
Industry: Events Services
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
January 2019
A simplified sales CRM that's killing it!
Customer service is legit. The app is amazing. I really love using Salesmate.
Pros
I've tried several different sales CRM solutions, and they all seemed to be a bit cumbersome and clunky. That is, until I tried out Salesmate. It has all the features you need for a modern CRM, but it is simplified. They just did a better job thinking through how to take a load of features and make it as user-friendly as possible. Seriously, this sales CRM stands out in the crowd.
Cons
There is only one thing that I am struggling with, and that is the texting platform. Texting is one of the best ways to communicate with others, and it seems a bit like an afterthought at this point. That said, you can still easily text people and get replies from your own dedicated number right in Salesmate. I just wish the phone app prioritized texting, and maybe there was a screen in the web app where you could view your text conversations more easily.
October 2018

Anders Steen from Lydstudiet.com
Company Size: 1 employee
Industry: Music
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
October 2018
Best CRM for me out the 15 I've tested
Pros
I like the user interface, very intuitive. It has a lot of features but is still very easy to get around. The support is exceptionally good, very quick to respond, knowledgeable and cool people. Very easy and quick to add new contacts and deals. The Iphone app is also very cool, againg very well layed out. After you called a contact, you can log the call and add notes about the call if needed. The price is very reasonable too. I have spent several days testing CRM's including Pipedrive, Salesforce, Zoho, Freshsales, Close, Cloze & Agile and a lot of other CRM out there, and you don't get the same value anywhere else in my opinion.
Cons
Right now Salesmate doesn't pick up on the "reply to" email address, when an email from a form is sent to me. There's also no easy way to display unread emails.. This will come in future updates, and it's not that important to me.
April 2019
Antonio from FisioFun
Company Size: 1 employee
Industry: Medical Practice
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
April 2019
Great CRM, very easy to adapt to individual physiotherapist
The software is very intuitive and yet very powerful. I t has been always up. Now I feel that I am in control of my customers relations, because, just of-the-shelf, Salesmate keeps track of everything.
Pros
I am a self-employed physiotherapist, without any other employee in my business. I keep track of al my appointments and treatments with Salesmate, since approximately three months. I like most its simplicity of use, flexibility and support. With 24-7 helpdesk support available by chat, I have been able to start smoothly implementing my own customisation ideas and have an understanding of Salesmate features which, will, no doubt, help me proactively manage my customers relationships.
Cons
As I have been using this software for three months, without any problem and have enjoyed great support bu chat, I cannot provide insights into any problem or any con with the software.
July 2020
Tyler from VA Claims Services
Company Size: 2-10 employees
Industry: Military
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
July 2020
Great product-easy to use
My overall experience with Salesmate has been great. The customer service are willing to call or video chat with you to resolve any issues you have. They price is very fair and not that expensive in my opinion.
Pros
Salesmate us a CRM, email tools, texting tools and automation for all of it. It’s a great way to track and automate your workflow for your company’s Nd your client experience. It’s very mobile friendly on the app and easy to make calls, texts, emails and manage your CRM on your mobile device which is great for mobile and remote work. I love that flexibility aspect.
Cons
Salesmate needs to be HIPAA compliant and allow the storage of documentation to be a true CRM for clients. Also, the automated texting portion of Salesmate is hard to set up with code. I wish it was easier and the pre-code wasn’t required to enter for automated texting.
Reasons for Choosing Salesmate
Price and mobile use
August 2017
Johnny from Alanic International
Company Size: 11-50 employees
Industry: Wholesale
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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!
May 2020
Pranav from Kissflow
Company Size: 201-500 employees
Industry: Information Technology and Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Functionality
4.0
May 2020
Interesting CRM
Pros
I like the way the whole software has been designed and provides very good ease of access to all customer data and helps in better tracking.
Cons
The UI can be better. Sometimes it confusing and the loading times a bit slow. That said, it's still a great product.

Response from Salesmate
Replied June 2020
Thank you very much for your feedback. We really appreciate having your company as client. We are working on the feedback you delivered to make it a better experience.
May 2018
James from Data Schematics
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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.
September 2018
Curt from Standard Bariatrics
Company Size: 2-10 employees
Industry: Medical Devices
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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.
March 2019
Anonymous
Company Size: 2-10 employees
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
March 2019
Surprised and pleased...
This software totally keeps me on track. It's a second brain in many ways.
Pros
Good, solid, dedicated, one-on-one support in a couple of minutes Ease of use Straight forward Email integration hooked up fast and flawlessly and functions well Able to customize most of the areas I want to work for how my business works
Cons
Text messaging setup is still a mystery to me More robust deals data
November 2017
Dalyn from Professional Website Management
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
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.
March 2017
Pritesh from PSDCenter
Company Size: 11-50 employees
Industry: Computer Software
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
March 2017
Helps Our Sales Team Stay Focused & Organized
Salesmate has helped us organize and keep us on top of all our deals in our pipeline. There are a lot of similar softwares out there but Salesmate is super easy to use and very affordable compared the competition. Keep up the great work!
Pros
Easy to use and affordable.
February 2019
Felipe from DOM Creative Collection
Company Size: 2-10 employees
Industry: Hospitality
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
4.0
February 2019
Salesmate Review
Pros
I like how easy is work with this platform, you can find everything you need, without spend a lot of time
Cons
The e-mail, i think that could be more clear
May 2018
Matthew from CityScape Insurance
Industry: Insurance
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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.
February 2018
Anonymous
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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.
August 2020
Anonymous
Company Size: 2-10 employees
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
August 2020
Overall Best CRM
Pros
Very intuitive, very user friendly yet extremely powerful.
Cons
I have yet to find something that needs improvement.
Reasons for Switching to Salesmate
Freshsales was too clunky and slow
January 2018
Jerald from Insurance One Agency
Company Size: 51-200 employees
Industry: Insurance
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
3.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
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.
February 2017
Staci from ecomdash
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
February 2017
Great software, easy to use & awesome customer service!
My experience with Salesmate has been great! The software is extremely easy to use and very user friendly. The support team is always there for any questions and super on top of everything! I highly recommend using this software.
Pros
Easy to use, great support and helps keep everything organized.
Cons
Nothing, the experience has been great.
August 2018
David from The Paul Blodgett Goalkeeper Training School
Company Size: 11-50 employees
Industry: Sports
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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.
February 2019

Dominic from DOM Creative Consulting
Company Size: 2-10 employees
Industry: Marketing and Advertising
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
February 2019
Amazing CRM
Pros
For our business, Sales and Marketing Company for hotels, Salesmate is a Top. Easy to use, cheap, everything perfect.
Cons
Everything, Answer to all our needs. Stable, Easy to use, great value.
February 2019
Mandie from Dead Ringers
Company Size: 2-10 employees
Industry: Management Consulting
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
4.0
Functionality
4.0
February 2019
Built in Call System
My business was able to use salesmate to eliminate all of the complex systems we were using, simplify and streamline. Our business process has gone from long and stressful to easy and fast--- and fun! Salesmate is fun to use, and it makes our jobs more fun to do.
Pros
Ease of use Customer support responsiveness Call & recording quality Quick preview and listen Accessibility to all the information I need
Cons
Not being able to see the name of the phone number I'm using to make calls (we have phone numbers in different cities and it would make life easier to see which city is attached to each number
February 2019

Kevin from Fraco Products Ltd
Company Size: 51-200 employees
Industry: Machinery
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Functionality
4.0
February 2019
Salesmate review Fraco
Pros
-Easy to follow deals -Features are easy to use -Platform is simple and easy to read
Cons
-Reports are hard to read -Information given isn't always accurate -Understanding the numbers
April 2018
megan from vegas display
Company Size: 2-10 employees
Industry: Events Services
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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
February 2019

Kristie from Demand Generation Professionals
Company Size: 11-50 employees
Industry: Marketing and Advertising
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
February 2019
Excellent CRM
Salesmate software allows us to track all of our activities, tasks, sales etc. all in one place and gives use the ability to use reports that give us insights on those activities.
Pros
I loved the support and service provided as well as how user friendly the CRM is easy to use.
Cons
Learning a new system and the set up is not always easy, however I can say that the support given from the Salesmate team, made it very easy for me to do.
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