Home/Compare/Salesforce vs Salesmate
Updated on: December 1, 2020

Salesforce vs Salesmate

98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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Salesforce CRM Software
(28405 Ratings)
82% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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Salesmate CRM Software
(99 Ratings)
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98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
Salesforce CRM Software
(28405 Ratings)
82% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
Salesmate CRM Software
(99 Ratings)
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Overview

Summary

An all-in-one customer relations management software that provides excellent features to sell, market and service your products. With the help of its automation and AI features, it lets your support agents solve customer problems faster by using the right tools. Salesforce also helps you in getting more insights into your customer behaviour which will enable you to personalize services and predict future needs. With its community cloud feature, you can also build communities to connect and collaborate with customers, partners and employees. Salesforce takes customer relations to a whole new level. ..read more

Salesmate software comes designed with customer relationship management tasks and contact management software. It can monitor sales pipeline, provide actionable sales insight and automates sales tracking process. The tool can boost email productivity and comes with built-in VoIP calling. In case you need, you will get a quick answer and responsive support through the live chat facility. You can efficiently manage your meetings, appointments, and activities with this software. Managing all leads with a segment filter will be easy. Salesmate provides other functionalities also like chrome extension, call recording facilities, mobile app, host of integrations. ..read more

Features

Call Logging

Contact Management

Customer Support

Lead Scoring

List Management

Marketing Automation

Product Catalog

Project Management

Quotes (Proposals)

Referral Tracking

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

San Francisco, California / +1 800-667-6389

Charlotte, North Carolina

API

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Essentials
$25 /User/Month

billed Yearly

All-in-one sales and support app

Features

  • Account, Contact, Lead, and Opportunity Management
  • Email Integration with Gmail or Outlook
  • Salesforce Mobile App
  • Lead Management
  • Lead Assignment and Routing
  • Duplicate Blocking
  • Web-to-Lead Capture
  • Mass Email
  • Campaign Management
  • Email Templates
  • Account and Contact Management
  • Opportunity Management
  • Customizable Sales Process
  • Task Management, Activity Feed
  • Full Offline Mobile Functionality
  • Customizable Reports and Dashboards
  • Files
  • Topics and Recommendations
  • Chatter
  • Case Management
  • Knowledge (Read-Only)
  • Lightning Flow Automation (Flow + Process Builder) : 5 processes & 5 flows per org
  • Lightning App Builder
  • AppExchange
  • Data Storage Per User
  • File Storage Per User
  • Email Integration with Outlook
  • Google Apps Integration
Professional
$75 /User/Month

billed Yearly

Complete CRM for any size team

Features

  • Account, Contact, Lead, and Opportunity Management
  • Email Integration with Gmail or Outlook
  • Salesforce Mobile App
  • Lead Registration and Rules-Based Lead Scoring
  • Collaborative Forecasting
  • Lead Management
  • Lead Assignment and Routing
  • Duplicate Blocking
  • Web-to-Lead Capture
  • Mass Email
  • Campaign Management
  • Email Templates
  • Rules-Based Lead Scoring
  • Lead Registration
  • Campaign Influence : 3 campaigns per opportunity
  • Account and Contact Management
  • Opportunity Management
  • Customizable Sales Process
  • Task Management, Activity Feed
  • Person Accounts
  • Sales Console App : 1 custom app per org
  • Full Offline Mobile Functionality
  • Collaborative Forecasting
  • Forecasting Mobile App
  • Contracts
  • Sales Orders
  • Products and Price Books
  • Quotes
  • Customizable Reports and Dashboards
  • Files
  • Topics and Recommendations
  • Chatter
  • Case Management
  • Knowledge (Read-Only)
  • Lightning Flow Automation (Flow + Process Builder) : 5 processes & 5 flows per org
  • Lightning App Builder
  • AppExchange
  • Data Storage Per User
  • File Storage Per User
  • Unlimited Custom Applications
  • Customizable Profiles and Page Layouts : 2 profiles per org
  • Roles and Permissions : 2 roles per org
  • Record Types (Per Object) : 3 types per object
  • Developer Sandbox
  • Developer Pro Sandbox : Available for purchase
  • Email Integration with Outlook
  • Google Apps Integration
  • Lightning Sync
  • Web Services API : Additional $25 per User per Month
Enterprise
$150 /User/Month

billed Yearly

Deeply customizable sales CRM for your business

Features

  • Account, Contact, Lead, and Opportunity Management
  • Email Integration with Gmail or Outlook
  • Salesforce Mobile App
  • Lead Registration and Rules-Based Lead Scoring
  • Collaborative Forecasting
  • Workflow and Approval Automation
  • Lead Management
  • Lead Assignment and Routing
  • Duplicate Blocking
  • Web-to-Lead Capture
  • Mass Email
  • Campaign Management
  • Email Templates
  • Rules-Based Lead Scoring
  • Lead Registration
  • Campaign Influence : 5 campaigns per opportunity
  • Account and Contact Management
  • Opportunity Management
  • Customizable Sales Process
  • Task Management, Activity Feed
  • Person Accounts
  • Sales Console App
  • Sales Teams
  • Calendar All
  • Full Offline Mobile Functionality
  • Collaborative Forecasting
  • Forecasting Mobile App
  • Custom Opportunity Fields in Forecasting
  • Opportunity Splits
  • Enterprise Territory Management
  • Contracts
  • Sales Orders
  • Products and Price Books
  • Quotes
  • Customizable Reports and Dashboards
  • Advanced Reporting Features
  • Files
  • Topics and Recommendations
  • Chatter
  • Case Management
  • Knowledge (Read-Only)
  • Lightning Flow Automation (Flow + Process Builder) : Unlimited
  • Lightning App Builder
  • AppExchange
  • Data Storage Per User
  • File Storage Per User
  • Unlimited Custom Applications
  • Customizable Profiles and Page Layouts : Unlimited
  • Roles and Permissions : Unlimited
  • Record Types (Per Object) : Unlimited
  • Developer Sandbox
  • Developer Pro Sandbox : Available for purchase
  • Partial Sandbox : 1 Partial Sandbox included per org
  • Full Sandbox : Available for purchase
  • Platform
  • Workflow and Approval
  • Email Integration with Outlook
  • Google Apps Integration
  • Lightning Sync
  • Web Services API
Unlimited
$300 /User/Month

billed Yearly

Unlimited CRM power and support

Features

  • Account, Contact, Lead, and Opportunity Management
  • Email Integration with Gmail or Outlook
  • Salesforce Mobile App
  • Lead Registration and Rules-Based Lead Scoring
  • Collaborative Forecasting
  • Workflow and Approval Automation
  • 24/7 Support and Configuration Services
  • Lead Management
  • Lead Assignment and Routing
  • Duplicate Blocking
  • Web-to-Lead Capture
  • Mass Email
  • Campaign Management
  • Email Templates
  • Rules-Based Lead Scoring
  • Lead Registration
  • Campaign Influence : 5 campaigns per opportunity
  • Account and Contact Management
  • Opportunity Management
  • Customizable Sales Process
  • Task Management, Activity Feed
  • Person Accounts
  • Sales Console App
  • Sales Teams
  • Calendar All
  • Full Offline Mobile Functionality
  • Collaborative Forecasting
  • Forecasting Mobile App
  • Custom Opportunity Fields in Forecasting
  • Opportunity Splits
  • Enterprise Territory Management
  • Contracts
  • Sales Orders
  • Products and Price Books
  • Quotes
  • Customizable Reports and Dashboards
  • Advanced Reporting Features
  • Files
  • Topics and Recommendations
  • Chatter
  • Case Management
  • Knowledge (Read-Only)
  • Lightning Flow Automation (Flow + Process Builder) : Unlimited
  • Lightning App Builder
  • AppExchange
  • Data Storage Per User
  • File Storage Per User
  • Unlimited Custom Applications
  • Customizable Profiles and Page Layouts : Unlimited
  • Roles and Permissions : Unlimited
  • Record Types (Per Object) : Unlimited
  • Developer Sandbox
  • Developer Pro Sandbox
  • Partial Sandbox : 1 Partial Sandbox included per org
  • Full Sandbox : 1 Full Sandbox included per org
  • Platform
  • Workflow and Approval
  • Email Integration with Outlook
  • Google Apps Integration
  • Lightning Sync
  • Web Services API
View Price Page
Starter
$15 /User/Month

Features

  • Contact management
  • Company management
  • Deal management
  • Multiple pipeline management
  • Activity management
  • Notes & follow-up activities
  • Calendar sync
  • Custom fields
  • Dependency fields
  • Custom views
  • Custom layout
  • Custom module names
  • Custom pipelines & stages
  • Custom deal win probability
  • Deal board (pipeline) view
  • Custom activity types
  • Merge records
  • Clone records
  • Global Search
  • Advanced Filters
  • Add files
  • Add & pin notes
  • Notifications: Web, Mobile, Email
  • Multi currency
  • User mentions
  • Email SMTP & Bcc forwarding
  • Integration via IMAP
  • Email full sync
  • Email tracking
  • Bulk emails
  • Email templates
  • Email storage: Unlimited
  • Skype
  • Facetime
  • Knowlarity
  • Any browser supported SIP
  • Salesmate Inbuilt voice & text
  • Local, mobile & toll-free numbers
  • Custom messages
  • Call transfer
  • Call forwarding
  • Call recording
  • Incoming / Outgoing texts
  • Bulk texting
  • Text templates
  • Workflow management
  • Number of workflows: 10
  • Number of emails (workflow): 250/user/day
  • Standard reports
  • Standard dashboard
  • Cross module reports
  • Chart & grid reports
  • Activity insights
  • Deal insights
  • Sales insights
  • Sales pipeline
  • Sales funnel
  • Call log reports
  • Identify contacts from email
  • Quick create contact from email
  • Create contacts, companies, deals, activities
  • 360 degree contacts view
  • Email tracking
  • Android app
  • iPhone app
  • iPad app
  • Push notifications
  • Mobile inbox
  • Calling from app
  • Texting from app
  • Call logging
  • App & Add-Ons / Integrations
    • API access
    • Mailchimp
    • Google contacts
    • Gmail
    • Google calendar
    • Google drive, Team drive
    • Google maps
    • Gmail add-on
    • Clearbit - contact enrichment
    • Piesync - contact sync
    • Slack
    • Wufoo webform
    • WordPress contact form 7 plugin
    • WordPress gravity form plugin
    • IndiaMART
    • Knowlarity
    • Sales revenue - goal management
    • Won Deals - goal management
    • Email open & click tracking
    • Zapier
    • Squarespace
  • Record limits: Unlimited
  • File storage: 2 GB/ User
  • Email storage: Unlimited
  • Data import
  • Data export
  • Migration from other CRMs (Add-On)
  • Profile permissions
  • Security roles: Fixed Roles
  • Global data sharing
  • Email sharing permissions
  • Team inbox permissions
  • Two - factor authentication (2FA)
  • Self service
  • Email
  • Chat
  • Remote / Screen sharing with audio
Growth
$30 /User/Month

Features

  • Includes features of Starter plan, plus
  • Recurring activities
  • Product / Services management
  • Goal management
  • Email scheduling
  • Smart email reminders
  • Email metrics
  • Team Inbox: 3
  • Sequences: 5/User
  • Sequence Emails: 500/user/day
  • Schedule texts
  • Number of workflows: 25
  • Number of emails (workflow): 500/user/day
  • Date based workflows
  • Custom reports
  • Custom dashboard
  • Email analytics
  • Email template usage analytics
  • Locate on map
  • RingCentral
  • Quickbooks
  • File storage: 5 GB/ User
Boost
$50 /User/Month

Features

  • Includes features of Growth plan, plus
  • Teams
  • Team Inbox: 5
  • Sequences: 10/User
  • Sequence Emails: 1000/user/day
  • Power Dialer (Smart Queue)
  • Voicemail Drop
  • Number of workflows: 50
  • Number of emails (workflow): 1000/user/day
  • Google Data Studio
  • File storage: 10 GB/ User
  • IP restriction
View Price Page

SCREENSHOTS

Salesforce Screenshots
View 3 screenshot(s)
Salesmate Screenshots
View 6 screenshot(s)

INTEGRATIONS

  • Pardot
  • Freshdesk
  • Dropbox Business
  • ActiveCampaign
  • Slack
  • Quickbooks
  • Zendesk Sell
  • MailChimp
  • DocuSign
  • Jira
  • ActiveCampaign
  • MailChimp

ALTERNATIVES

Top alternatives to Salesforce

HubSpot CRM
Zoho CRM
SugarCRM
Insightly
bpm’online CRM

Top alternatives to Salesmate

Pipedrive
HubSpot CRM
Salesforce
Zoho CRM
Freshworks CRM