Home/CRM Software/Salesmate
Updated on: August 4, 2021
What is Salesmate ?
Salesmate - CRM Software
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84% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Salesmate

An elegant solution for expanding Sales
(125 Ratings) Write Review

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.

Salesmate Awards

Highly Rated

Salesmate Features Show All Features

Salesmate Technical details

Support Business Hours Online Customer Type Large Enterprises Medium Business Small Business
API Location / Phone Number Charlotte, North Carolina
Deployment SaaS/Web/Cloud Mobile - Android Mobile - iOS Category CRM Software

Salesmate Pricing

Pricing ModelFree Trial , Subscription , Quotation Based
MONTHLY YEARLY
Starter
$12 /User/Month
Billed Yearly

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
$24 /User/Month
Billed Yearly

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
$40 /User/Month
Billed Yearly

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
Screenshot of the Vendor Pricing Page
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Disclaimer: The pricing details were last updated on 26/06/2018 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Salesmate pricing.

Salesmate FAQs

Salesmate is CRM Software. Salesmate offers the following functionalities:

  • Contact Management
  • Call Logging
  • Product Catalog
  • Customer Support
  • List Management

Learn more about Salesmate features.

Yes, Salesmate provides API.

Ask the Community View Community

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Salesmate Reviews

OVERALL RATING
4.4
Based on 125 Rating(s)
Rating Distribution
  • 61.1 %
  • 30.6 %
  • 5.6 %
  • 0 %
  • 2.8 %
SHARE YOUR EXPERIENCE Write a Review
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Mark KershekSource : trustpilot.com
(Reviewed on 11 April 2021)
Probably the best CRM program…

Probably the best CRM program available. I have taken in depth looks at about 50 CRM's and used five as part of my business. Salesmate is heads and shoulders about the rest. It has VOIP integration (phone) that works very well. Other CRM software have VOIP integration, but work very poorly. A huge bonus is that Salesmate has mobile appt that integrates data with the desktop. For each client, you can track activities, calendar appointments/events, text messages, emails, todos, notes, calls, etc. It is not perfect, however, (1) it exports activities, okay, but not texts and emails. This is bad. But no other CRM comes close to the functionality of this program. This program can be customized to meet a multitude of industries. I am an attorney and it works really well tracking multiple cases for individual clients. Other things it could do better. (2) can only attach documents to emails that are less than 10mb's... when the industry standard currently is 20mb's. With the increase of bandwidth, it should be 100mb's. The mobile app does not link phone calls for contacts with deals (cases) FOR INCOMING CALLS -- you have do it manually later, which is bad. (3) The mobile app could be a little easier to navigate. Customer service is very good but not perfect. If you need to migrate data from your program to Salemate, I don't think it is easy if you have complicated data to import. There customer service is limited in helping on this. I was even willing to pay them extra to do a migration of data. Their database for soting data is good but a user should be familar with filtering concepts. I give this company 5 stars because it clearly is the best.

...more
User in Real EstateSource : g2crowd.com
(Reviewed on 26 August 2020)
"Salesmate Review"

What do you like best?

I like that i can send mass texts to however many people i want.

What do you dislike?

I don't like that a lot of the texts fail when sent out.

Recommendations to others considering the product:

It's a great way to contact multiple people at once, Easy to navigate and easy to keep up with deals!

What problems are you solving with the product? What benefits have you realized?

I am getting more leads in from just sending a mass text to relators.

...more
Paul PSource : g2crowd.com
(Reviewed on 19 June 2020)
"Gets it Done!"

What do you like best?

The ease of use, features for what I need it to do and the support when i'm stuck or need alittle help, their right there every time and quickly via Chat, love it! I'm 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

What do you dislike?

t 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... (maybe the app could be improved, however, i really haven't used it/needed it much?)

Recommendations to others considering the product:

If this product is close to meeting your needs, i would not hesitate, buy it!

What problems are you solving with the product? What benefits have you realized?

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!

...more
Simon WSource : g2crowd.com
(Reviewed on 03 April 2020)
"Great entry price level CRM for SME"

What do you like best?

Clean UI, very competitive pricing, team inbox for mail, solid phone and text integration. I tested around 10-12 CRMs superficially before deciding for Salemate. It has by far the best price / performance ratio. Very powerful bulk email tool with flows.. in particular the flows have great potential for us that we just started to explore. Then there is a great Office 365 integration too.

What do you dislike?

I wish for a deeper integration with Linkedin, in particular message sync would be HUGE. But to be fair almost none of the other CRMs offer this (only Salesforce and MS Dynamics)

Salemate offers an integration with a contact enrichment tool, but this 3rd party software is very expensive... Would be great if Salesmate offered integrations for tools like hunter.io which are more affordable.

What problems are you solving with the product? What benefits have you realized?

We use Salemate for B2B Cold/Warm Lead Management

...more
Mandie RSource : g2crowd.com
(Reviewed on 15 February 2019)
"Perfect for Small Businesses"

What do you like best?

Built in call features, simplicity, ease of use, affordability. Great all-in- one CRM with full customizability and without extraneous features.

What do you dislike?

Support specialists aren't always helpful. Porting phone numbers into Salesmate is a hassle. Wish that phone calls could be tied to companies as well as contacts.

What problems are you solving with the product? What benefits have you realized?

My business has used Salesmate to completely streamline and simplify our workflow. Where we were bumbling around different systems to achieve all of our needs, Salesmate was a perfect solution. It's affordable, yet has the complete suite of features my business needed to achieve our best efficiency and productivity. Perfect for small businesses; very customizable; easy to use interface; and fun to work with.

...more
Source : g2crowd.com
(Reviewed on 15 February 2019)
"Perfect for Small Businesses"

What do you like best?

Built in call features, simplicity, ease of use, affordability. Great all-in- one CRM with full customizability and without extraneous features.

What do you dislike?

Support specialists aren't always helpful. Porting phone numbers into Salesmate is a hassle. Wish that phone calls could be tied to companies as well as contacts.

What business problems are you solving with the product? What benefits have you realized?

My business has used Salesmate to completely streamline and simplify our workflow. Where we were bumbling around different systems to achieve all of our needs, Salesmate was a perfect solution. It's affordable, yet has the complete suite of features my business needed to achieve our best efficiency and productivity. Perfect for small businesses; very customizable; easy to use interface; and fun to work with.

...more
User in Real EstateSource : g2crowd.com
(Reviewed on 15 February 2019)
"Simple and efficient CRM"

What do you like best?

The simplicity its great, then you customize it. Great customer service

What do you dislike?

No problems so far, and little issues were solved right away.

What problems are you solving with the product? What benefits have you realized?

Now its easy to manage pipeline and follow up

...more
Source : g2crowd.com
(Reviewed on 13 February 2019)
"Amazing CRM"

What do you like best?

Amazing CRM, Easy to use, stable, answering to all our needs. Simply our life. Gain of productivity

What do you dislike?

Honestly nothing, I do not have nothing to say.

Recommendations to others considering the product

Go, great platform

What business problems are you solving with the product? What benefits have you realized?

Perfect for gain of productivity, Excellent reporting. My team now concentrate in selling.

...more
Source : g2crowd.com
(Reviewed on 27 November 2018)
"Simply Phenomenal"

What do you like best?

What do I like best? How about EVERYTHING? An outstanding CRM, with wall to wall customization, onboard email and text marketing, and superb workflow automation. And, at the outrageously low monthly price of $15 ($12 if you go yearly, an absolute steal.

What do you dislike?

Their calendaring functions are weak. As a solopreneur in a client-based business I live and die by my calendar, and I wish theirs was more robust. Not a deal breaker, and with everything else they have going for them, easily overlooked.

Recommendations to others considering the product

Try it! 14-day trial, you can't go wrong. You might just love it. I did. I do!

What business problems are you solving with the product? What benefits have you realized?

Oh gosh, where do I begin? I've been wanting a single-solution CRM for all my needs, but haven't ever found one that isn't missing a crucial feature or has elements that don't work for me in some way. Until now. Having a single place to manage my client & business relationships, launch scheduled / tracked emails and texts, AND automate my workflow to boot has easily trimmed 10 or more administrative hours out of my workweek and freed up my schedule to do the things I really need to do. Salesmate has been a lifesaver for me.

...more
Source : g2crowd.com
(Reviewed on 20 September 2018)
"Best CRM Yet"

What do you like best?

Found Salesmate after reviewing many different CRM's. Many were good but seemed to be missing a major feature or two ... or you had to pay "top tier" prices to get a well rounded solution. Salesmate has all the major features you could want without paying an arm an a leg. Easiest CRM to use with tremendous value for the price.

What do you dislike?

Would like to see a mass update feature that allows you to move the contents of one field to another. You can currently mass update a field but not move contents.

Recommendations to others considering the product

Import your data an try features such as e-marketing, workflow, etc., You will be blown away how easy they are to use - and helpfu.

What business problems are you solving with the product? What benefits have you realized?

Customer management and tracking was our main goal ... but the e-marketing tools are fantastic and the automated workflow is helping us pursue leads more effectively. Love the ability to schedule e-mails whenever I want.

...more
Read All Reviews

Videos on Salesmate

Introduction to Salesmate CRM
Introduction to Salesmate CRM
Product Overview of Salesmate CRM
Contact Operations with Salesmate CRM
Overview Mobile App in Salesmate CRM - The Freedom Of Selling

Salesmate Screenshots

Voice
Inbox Text
Email Tracking
Import Data
Data Import
Account Cancellation Request
Voice
Voice
Inbox Text
Email Tracking
Import Data
Data Import
Account Cancellation Request

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