Salesmate 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Salesmate

4.7

(102)

Pricing

Starting at $29.00 per month

About Salesmate

Most CRMs are rigid, inflexible, and cost a lot of money to organizations, and Salesmate solves exactly these pain-points.

Salesmate is a flexible, customizable, and cost-effective solution to multiple teams in your organization.

The platform solves these problems by offering built-in tools, saving cost on integrations, and high customization capabilities.

The core of Salesmate is the CRM module, where sales, marketing, and success teams can manage contacts, leads, customers, subscribers, and everyday activities effortlessly.

With these essentials, CRM module comes with built-in tools that front-line teams can utilize every single day like Calling, Texting, Pipeline Management, Deals, Conversations, and much more.

One of the core reasons for higher sales outcomes is the ability to automate operations and save more time for selling. This is where Salesmate offers Workflows and Sequences.

Workflows automate tasks like deal assignment, task assignment or date-based communication. While Sequences can put follow-ups on autopilot based on your terms and conditions.

And with industry’s first AI-powered co-pilot, everyone in your sales team gets a personal assistance. ‘Sandy...

Salesmate Screenshots

Salesmate Pricing and Plans

Starting price: $29.00 per month

Free Trial

Free Version

Basic

$29.00

per user, per month

Plan includes:

Built-in Calling & Text
Companies
Contacts
Deals
Email Sync
Lists
Multiple Pipeline Management
Standard Dashboard & Reports
Tracking & Templates
Web Forms

Pro

$49.00

per user, per month

Plan includes:

Built-in Calling & Text
Companies
Contacts
Custom Dashboard & Reports
Custom Roles
Date Based Workflows
Deals
Email Reminders & Scheduling
Email Sync
Goal Management

Business

$79.00

per user, per month

Plan includes:

Built-in Calling & Text
Companies
Contacts
Custom Dashboard & Reports
Custom Roles
Date Based Workflows
Deals
Email Reminders & Scheduling
Email Sync
Goal Management

Enterprise

Pricing available upon request

Plan includes:

Built-in Calling & Text
Companies
Contacts
Custom Dashboard & Reports
Custom Roles
Date Based Workflows
Deals
Dedicated Account Manager
Dedicated Instance
Email Reminders & Scheduling

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Salesmate Features

Popular features found in Email Marketing
A/B Testing
Autoresponders
Campaign Analytics
Campaign Scheduling
CAN-SPAM Compliance
Contact Management
Customer Segmentation
Email Tracking
Event Triggered Actions
Subscriber Management
WYSIWYG Editor
More features of Salesmate
Access Controls/Permissions
Activity Dashboard
Activity/News Feed
Activity Tracking
AI Copilot
Alerts/Notifications
API
Appointment Management
Appointment Scheduling
Assignment Management
Auto-Dialer
Automated Responses
Automatic Call Distribution
Batch Processing
Business Card/Badge Scanning
Calendar Management
Calendar/Reminder System
Calendar Sync
Call List Management
Call Logging
Call Recording
Campaign Management
Chat/Messaging
Click Tracking
Client Management
Collaboration Tools
Commenting/Notes
Commission Management
Contact Database
Conversion Tracking
CRM
Customer Database
Customer Journey Mapping
Customer Surveys
Customizable Branding
Customizable CTAs
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Scoring
Customizable Templates
Dashboard
Data Enrichment
Data Import/Export
Data Management
Data Synchronization
Deal Management
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Dynamic Content
Electronic Signature
Email Campaign Management
Email Management
Email Marketing
Email Sequences
Email Templates
Engagement Tracking
Field Sales Management
Forecasting
For Insurance Industry
For iPad Devices
Forms Management
For Real Estate
For Sales Teams/Organizations
For Small Businesses
For Startups
GDPR Compliance
Generative AI
Goal Setting/Tracking
HTML Editor
Image Library
Interaction Tracking
Internal Chat Integration
Kanban Board
Landing Pages/Web Forms
Lead Assignment
Lead Capture
Lead Distribution
Leaderboards
Lead Generation
Lead Management
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Lead Segmentation
List Management
Live Chat
Marketing Automation
Mass Texting
Meeting Management
Mobile Access
Mobile App
Monitoring
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Multivariate Testing
Online Forms
Opportunity Management
Performance Management
Performance Metrics
Personalization
Pipeline Management
Pipeline Reports
Predictive Analytics
Prioritization
Process/Workflow Automation
Product Catalog
Prospecting Tools
Real-Time Analytics
Real-Time Data
Real-Time Notifications
Real-Time Reporting
Referral Tracking
Reminders
Reporting/Analytics
Reporting & Statistics
Revenue Management
Role-Based Permissions
Sales Activity Management
Sales Analytics
Sales Forecasting
Sales Pipeline Management
Sales Reports
Sales Trend Analysis
Scheduled Messaging
Search/Filter
Segmentation
Shared Contacts
Single Sign On
SMS Marketing
Social Media Integration
Softphone
Source Tracking
Surveys & Feedback
Tagging
Task Management
Task Scheduling
Template Management
Third-Party Integrations
Transfers/Routing
Visitor Tracking
Visual Analytics
Web-based Deployment
Web Forms
Website Visitor Tracking
Workflow Management

Salesmate Integrations

Harvest

ActiveCampaign

Invoice Ninja

Microsoft Outlook

Slack

Zendesk Suite

See all 28 integrations

Salesmate User Reviews

Overall Rating

4.7

Ratings Breakdown

75%

24%

Secondary Ratings

Ease of Use

4.7

Value for money

4.8

Customer support

4.9

Functionality

4.6

Jason R.

Verified reviewer

Education Management

11-50 employees

Used daily for less than 12 months

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Michael G.

Verified reviewer

Food Production

51-200 employees

Used daily for more than 2 years

Review source

Reviewed July 2024

Salesmate Review - Michael

Salesmate greatly benefits a sales team by streamlining sales processes and enhancing overall productivity. Its intuitive platform offers a range of tools, including lead management, sales automation, and detailed analytics, which help sales professionals focus on closing deals rather than administrative tasks. The automation features save valuable time, while the insights provided by analytics help in making informed decisions and strategising effectively. Additionally, the seamless integration capabilities ensure that all sales activities are organized and accessible in one place, ultimately leading to improved efficiency and higher sales performance.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I've had the pleasure of working with Salesmate for our business needs, and I couldn't be more impressed with their services. Their platform is intuitive and user-friendly, making it easy to manage our operations efficiently. What truly sets Salesmate apart, though, is their exceptional support team. The business representatives have been consistently professional, responsive, and genuinely invested in our success. Salesmate has significantly benefited our sales team by streamlining our processes and providing valuable insights that have boosted our productivity and sales performance. The tools and features available have empowered our team to work more effectively, manage leads better, and close deals faster. The automation and analytics provided by Salesmate have allowed our sales team to focus on selling, while reducing administrative tasks. Every interaction with their support team has been positive, and their expertise and dedication have played a crucial role in our smooth experience. I highly recommend Salesmate to any business looking for top-notch service, support, and a positive impact on their sales operations.

Cons:

Nothing So Far. Great Platform For Any Sales Team.

Reasons for switching to Salesmate

Ease Of Use and Support From Salesmate Team.

Alex S.

Health, Wellness and Fitness

2-10 employees

Used daily for less than 12 months

Review source

Reviewed February 2019

Review of Salesmate

Utilitarian

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Pipeline Graphic is easily accessible and digestible

Cons:

The data sharing capabilities could be improved.

Chrissy H.

Verified reviewer

Construction

2-10 employees

Used daily for less than 12 months

Review source

Reviewed January 2024

So good I signed a second company!

I am very pleased with our experience! In fact, I like it so much so that I have signed a second company that I work for up for Salesmate as well.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I use Salesmate to follow all leads and clients through their time with our company. Syncing with our phone system allows my team mates and me to see all communications (calls, texts, emails, site visits, etc) with a client in one place. Automated email sequences have significantly decreased the amount of time I spend following up with folks and setting activity reminders helps me make sure leads stay warm.

Cons:

It took a few months to get a good grip on all that Salesmate has to offer. Not a huge drawback, just something to be aware of.

Reasons for choosing Salesmate

The amount of features provided for the cost set Salesmate apart!

Faith D.

Verified reviewer

Staffing and Recruiting

11-50 employees

Used daily for less than 12 months

Review source

Reviewed July 2021

Salesmat

Our sales and retention department use Salesmate. Sales have an easier time tracking presentations and deals along with a number of contacts made with the client while tracking calls, too. Our retention department uses Salesmate to schedule calls with current clients. Helps with scheduling follow-ups and activities in order to contact our current clients multiple times.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Salesmate allows you to run campaigns through the platform to help with tracking the number of clicks along with your open rate. It's easy to use for follow-ups and scheduled activities. The deal pipeline is easy to use and easily viewed. Salesmate also syncs well with Google calendar.

Cons:

The adopting of Salesmate was easy to transfer. Our company had an easy time integrating with Google Calendar. Salesmate often has trouble with syncing with RingCentral so there are multiple times that you have to re-authorize in order to track and log calls/ recordings.

Reasons for switching to Salesmate

Our company wanted to start fresh. Easy to use for lead generating and for retention purposes, too.

Matt D.

Verified reviewer

Education Management

11-50 employees

Used daily for less than 12 months

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Chiraz K.

Verified reviewer

Staffing and Recruiting

11-50 employees

Used daily for less than 12 months

Review source

Reviewed November 2022

Excellent CRM solution

Excellent, effective and professional

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

User experience is simplified, customer service is excellent

Cons:

I have nothing bad to report on this product.

Reasons for choosing Salesmate

Customer service responsiveness. User experience is excellent.

Vic B.

Verified reviewer

Marketing and Advertising

Self-Employed

Used daily for less than 6 months

Review source

Reviewed November 2022

Incredible CRM and sales managment software

Awesome. If you're a company with 1-25 salesforce. This software is what you need.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Has every feature I would want or need out of Salesforce and other calling and phone cadence softwares.

Cons:

Nothing. They're quick and they have helped me with every question I've needed answered.

Reasons for choosing Salesmate

It is better.

Reasons for switching to Salesmate

Better price, better features, customer service.

Lori P.

Verified reviewer

Marketing and Advertising

2-10 employees

Used daily for less than 6 months

Review source

Reviewed May 2025

Awesomeness Salesmate!

Overall, was so simple to get started and get ready to scale. I love this program so much and it has made running my business too easy.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ease of use- set us is very easy even for a newbie. The tech support is second to none. The are responsive to any suggestions.

Cons:

Connection of domain was a little difficult but the tech support rock it. Any time I had a problem it was fixed

Randy T.

Verified reviewer

Marketing and Advertising

Self-Employed

Used weekly for less than 12 months

Review source

Reviewed May 2025

Pretty great CRM option

pretty smooth and easy to understand CRM. doesn't focus on everything like GHL so it's better at the things that it promises to do

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Tech support is fantastic, and pricing is very affordable. They released new automation features and LOWERED the price

Cons:

I had a little difficulty with quality of some of the phone calls. Made me lose some trust in the system. Individually having to edit and save each field is kinda annoying instead of like Google Sheets.

Showing 1 - 10 of 102 Reviews

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