Salesmate is a CRM software tailored for small to medium-sized businesses, streamlining sales processes. Key features include contact and pipeline management, email tracking, and automation tools. It offers analytics and reporting capabilities for monitoring sales performance and predicting future trends. Salesmate also supports integration with various third-party applications to boost functionality.

  • 01Pros and cons from reviewers
  • 02Main features
  • 03What is Salesmate?
  • 04How Salesmate compare to similar software?
  • 05Who is Salesmate best for according to our reviewers?
  • 06Salesmate Reviews

What is Salesmate?

Salesmate is a cloud-based CRM software designed to optimize sales processes and improve customer relationships for small to medium-sized businesses. It provides a platform for tracking deals, managing sales pipelines, and automating tasks. Key features include contact management, email integration, sales forecasting, customizable reports, and a built-in phone system. It also offers a mobile app for accessing real-time data and integrates with popular apps like Gmail, Google Calendar, and Slack. Salesmate's advanced analytics and dashboards aid in making data-driven decisions to enhance sales performance. Exclusive promotions are available on Salesmate and similar CRM software.

Pros from reviewers

  • User-friendly with customizable dashboards: The platform is praised for its user-friendliness and customizable sales progress tracking dashboards. This allows businesses to easily track and manage their sales processes

  • Mobile app with data sync: Salesmate's mobile app syncs data with the desktop, allowing tracking of activities, appointments, texts, emails, tasks, notes, calls, etc., for each client. This makes it a highly functional tool for businesses on the go.

  • Comprehensive CRM features: Salesmate offers a wide range of CRM features that cover end-to-end sales and marketing management, sales process automation, and email campaign automation. This makes it a top choice for businesses looking for a comprehensive solution

  • Google integration and excellent template capabilities: Salesmate impresses with its Google integration, excellent template capabilities, workflow features, and forecasting. This provides a nearly complete feature set that competes with pricier CRMs

  • Excellent customer support: Salesmate's customer support is highly commended for their quick responses and commitment to resolving issues. They even provide custom walkthrough videos, making customers feel valued and supported

Cons from reviewers

  • Slow operation: Some users have reported that Salesmate operates slowly on their devices, which can hinder productivity

  • Multiple notifications: The software sometimes sends multiple notifications for a single email, which can be annoying and disruptive

  • Limited integrations: While Salesmate offers a comprehensive set of features, it lacks integration with some popular platforms such as Skype and Zoom info, limiting its functionality

  • Unidirectional contact integration: The contact integration between Salesmate and Google Apps only works from Google Apps to Salesmate, not the other way around, which can be inconvenient

  • Limited email attachment size: Salesmate only allows attaching documents to emails that are less than 10mb, which is below the current industry standard of 20mb.

Main features

Starting Price

N/A

Free Plan

No

Sales Forecasting

Mobile App

Contact Management

Email Integration

Built-in Phone System

Who is Salesmate best for according to our reviewers?

  • Small to Medium-sized Businesses: These businesses can benefit from Salesmate's comprehensive CRM features, sales and marketing management, and sales process automation. The platform is user-friendly and offers customizable sales progress tracking dashboards

  • Sales and Marketing Teams: Salesmate is ideal for these teams due to its smart email campaign tracking system and GDPR compliance in Europe. It also offers dependable end-to-end CRM features, making it a top choice for comprehensive sales and marketing management

  • Real Estate/Mortgage Brokers: Salesmate's functionality and top-tier support make it a suitable choice for brokers. It can be fully integrated into all client communication, making it a valuable tool for managing client relationships

  • Marketers and Agencies: With its comprehensive feature set and responsive support team, Salesmate is a cost-effective solution for marketers and agencies. It offers everything they need at a reasonable price

  • Attorneys: Salesmate's customizable features make it effective for tracking multiple cases for individual clients. Its VOIP integration and mobile app that syncs data with the desktop are particularly useful for attorneys who need to manage various tasks and appointments.

  • Salesmate Reviews

    4.5

    Salesmate rating

    4.5

    Ease of use

    5.0

    Customer service

    4.8

    Value for money

    4.7

    Likelihood to recommend

    4.6

    Features

    22 Salesmate Reviews

    4.5 (22 reviews)
    Leave a review
    • Gregory Garcia

      Enhanced Efficiency and Effectiveness: Salesmate's Customization Options

      I appreciate the customization options that Salesmate offers. It allows me to tailor the software according to my business needs, making it more efficient and effective

      September 2, 2024

    • Amber M

      Highly Recommended: The Trustworthy and Secure Service of Salesmate

      I highly recommend using Salesmate's service! They require your Gmail password, which might seem daunting at first, but it's actually a security measure that ensures your device's safety. I've found it to be a trustworthy and reliable software!

      August 26, 2024

    • Harold G

      Insightful Reporting: Empowering Sales Performance

      The reporting feature in Salesmate is excellent. It provides insightful data that helps me to make informed decisions and improve my sales performance

      August 20, 2024

    • Scott Martinez

      User-friendly Layout, Easy Navigation

      I find the format of Salesmate very nice and easy to navigate. Their customer support service is exceptional, going above and beyond to ensure all my questions are answered promptly and thoroughly.

      August 13, 2024

    • Margaret Johnson

      Salesmate's Pipeline Management: A Sales Manager's Best Tool

      As a sales manager, I find the pipeline management feature of Salesmate extremely useful. It provides a clear overview of all ongoing deals and helps me to strategize effectively

      August 5, 2024

    • Andrew N

      Efficient Payment Management and Lead Generation with Salesmate

      Salesmate is incredibly efficient and proactive when it comes to managing my payments. If I happen to miss a payment, they immediately streamline my account to ensure I'm not overwhelmed with leads. They don't just freeze them, they actually refresh my account, giving me a clean slate to start anew. It's a great motivator to keep up with my payments and maintain my lead generation. Building quality leads does take time and effort, but with Salesmate, I'm encouraged to stay on top of my game. Plus, there's no unnecessary clutter as there's no option to pause the service. It's all about moving forward with Salesmate!

      July 30, 2024

    • Rachel D

      Salesmate: A Game-Changer for Real Estate and Mortgage Brokers

      As a real estate/mortgage broker, I must say Salesmate is an absolute game-changer! The functionality it offers is unparalleled and the top-tier support is simply outstanding. I've seamlessly integrated it into all my client communications and I can't recommend it enough!

      July 21, 2024

    • Johnny Martinez

      Essential Sales Tool with Time-Saving Automation

      its intuitive interface and robust features make it a must-have tool for any sales professional. The automation feature, in particular, has saved me countless hours of manual work

      July 13, 2024

    • Walter Miller

      Boosting Business Productivity with Salesmate CRM: A Personal Experience

      I would highly recommend any business to consider this innovative CRM, Salesmate. It has significantly boosted my productivity as I get to interact with their support team for about an hour a week to enhance my understanding of the features. For instance, the email template editor is a creative challenge that keeps me on my toes, and the Automation Journeys feature is full of surprises, keeping me engaged and alert. Despite encountering a few hiccups, they always take the time to investigate the issue thoroughly. They often reassure me that they've checked the logs and found no issues, which encourages me to explore their features more deeply.

      July 6, 2024

    • Ronald Miller

      Efficient Task Management: Salesmate Keeps Me Organized and On Track

      I've found the task management feature in Salesmate very beneficial. It helps me stay organized and ensures that no task falls through the cracks

      July 1, 2024

    • Albert Miller

      Enhanced Email Tracking: Boosting Sales with Salesmate's Exceptional Feature

      The email tracking feature in Salesmate is fantastic. It lets me know when a prospect opens an email, helping me to follow up at the right time

      June 23, 2024

    • Andrew R

      Top Value for Money in CRM Solutions

      I rarely need to use SalesMate's tech support, but when I do, they are quick and highly responsive. I am very satisfied with SalesMate overall. It provides a nearly complete feature set that competes with pricier CRMs. I am particularly impressed with its Google integration, excellent template capabilities, workflow features, and forecasting. It also doesn't limit the size of my contacts. However, I wish the contact integration between SalesMate and Google Apps was bidirectional, as it currently only works from Google Apps to SalesMate. The Google Widget is comprehensive but takes up too much space on my laptop screen. I would also like to see a lead scoring feature.

      June 15, 2024

    • Stephanie Miller

      Salesmate: Streamlining Contact Management and Communication

      I've been using Salesmate for a while now and I'm impressed with its seamless integration with other platforms like Gmail and Outlook. It's made managing my contacts and communications much easier

      June 8, 2024

    • Natalie Martinez

      Salesmate Mobile App: Revolutionizing Sales Management on the Go

      The mobile app of Salesmate is a game-changer. It allows me to manage my sales activities on the go, ensuring that I never miss out on any opportunity

      June 1, 2024

    • Mark Garcia

      Salesmate - A Satisfying First-Time CRM Experience

      This is my first paid CRM and I'm generally pleased with it, despite the cost. I like its design and extensive features. It's user-friendly and easy to understand. However, it operates slowly on my laptop and phone. Also, I get multiple notifications for one email, which can be annoying when it appears four times on my screen.

      May 28, 2024

    • Briony

      Salesmate: The Ultimate, Trustworthy New-Age CRM Solution

      I consider Salesmate as the top choice for comprehensive sales and marketing management, sales process automation, and email campaign automation. It provides dependable end-to-end CRM features. What I love about Salesmate is its user-friendliness, customizable sales progress tracking dashboards, and smart email campaign tracking system. It also ensures my campaigns are GDPR compliant in Europe and experiences virtually no downtime. However, I believe the addition of a few more integrations such as Skype and Zoom info would enhance it further.

      May 20, 2024

    • Carl Garcia

      Improved Sales Process with Salesmate

      Salesmate has significantly improved my sales process

      May 12, 2024

    • Brandon N

      Good news for those still hunting for the perfect CRM!

      I have been using Salesmate for many years to manage my multiple businesses and it has been a pleasure to use. I have tried many other software before finding this one, and I can honestly say that it brings me joy every day. I only use the basic service, so I can't comment on the more advanced features that others have had issues with. However, I have noticed that the software evolves quickly, new features are always excellent, any bugs are fixed promptly, and the customer support is outstanding. I have found a fantastic partner for my business in Salesmate. Despite being a small company, they offer the best online CRM I have found after years of searching. I highly recommend them.

      May 6, 2024

    • Philomena

      Likely the Best CRM Software

      In my opinion, Salesmate is probably the best CRM program available. I've extensively reviewed about 5 CRMs and used five in my business, and Salesmate stands out. Its VOIP integration works very well, unlike other CRMs. A significant advantage is its mobile app that syncs data with the desktop. It allows tracking of activities, appointments, texts, emails, tasks, notes, calls, etc., for each client. However, it's not perfect. It can export activities but not texts and emails, which is a downside. Despite this, no other CRM matches its functionality. It's customizable for various industries. As an attorney, I find it very effective in tracking multiple cases for individual clients. It could improve in some areas, like it only allows attaching documents to emails that are less than 1mb, which is below the current industry standard of 2mb. The mobile app doesn't link phone calls for contacts with deals for incoming calls, requiring manual linking later. The mobile app could also be more user-friendly. Customer service is good but not perfect. Data migration to Salesmate can be challenging, especially with complex data, and their customer service is limited in this regard. Despite these, I still rate this company

      April 30, 2024

    • Victoria Garcia

      Commendable Customer Support at Salesmate

      The customer support team at Salesmate is commendable. They are always ready to assist and resolve any issues promptly

      April 23, 2024

    • Christina Smith

      Salesmate: A Robust Platform for SMS, Voice Emails & All Marketing Needs

      I believe that Salesmate is the best platform as it includes everything for marketers and agencies at a reasonable price. Their support team is also very responsive. It's definitely worth a try!

      April 16, 2024

    • Deborah

      Top-Notch CRM with Unbeatable Value after Years of Exploration

      I've been extremely satisfied with Salesmate from the start. They exceed expectations in customer satisfaction, offering features of high-end CRM systems at a lower cost. Their customer support is outstanding, resolving any issues I face and even providing custom walkthrough videos, making me feel valued. I wish for integration with WhatsApp Business and the ability to send more daily emails to avoid needing an external email marketing tool. I chose Salesmate for its price and features, which were also the reasons I switched to it.

      April 14, 2024