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.



42 Reviews of Salesmate

Overall rating

4.71 / 5 stars

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Showing 1 - 20 of 42 reviews

April 2017

Ian from Airshark

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

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!

May 2018

Paul from Sole Juice

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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

February 2019

Kristy from Go Green Solutions, LLC

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

2 of 5

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

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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 of 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

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

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

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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 of 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.

February 2019

Zachary from JTG Muir

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

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

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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!

August 2017

Alan from Skytop Business Loans LLC / Golden Mile Funding LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

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

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

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

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

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

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

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

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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.

August 2017

Johnny from Alanic International

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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 2018

James from Data Schematics

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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.