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Zoho CRM vs Salesmate Comparison (2026)
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Good recommendations?
Overview
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications.
Salesmate is an AI-powered, flexible, modern CRM and Automation Platform to help your business attract, engage, and retain right customers. Hottest features: Sales Automation Marketing Automation Built-in Calling & Texting Sandy AI Custom Layouts and Modules Sequences Email Campaigns
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.3
7K
5
4
3
2
1
3.5K
2.3K
781
172
84
- Value for money
- Ease of use
- Features
- Customer support
68%
would recommend this app4.7
102
5
4
3
2
1
76
24
1
0
1
- Value for money
- Ease of use
- Features
- Customer support
93%
would recommend this appPros
“We use it for new leads, tracking stages of leads and bookings, contact details, tasks, sending emails and more.”
SM
Sherry M.
Executive Manager
“I especially valued its high level of customization and seamless integration with other Zoho applications, which made it possible to tailor the system to specific business needs.”
RS
Radha S.
Legal Assistant
“It allowed me to tailor workflows, fields, and modules to match specific business processes rather than forcing us to adapt to the software.”
RS
Radha S.
Legal Assistant
Pros
“From tracking leads to automating follow-ups and keeping our team organized, it’s made a huge difference in productivity.”
AR
Arad R.
CEO
“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.”
MG
Michael G.
Regional Account Manager VIC TAS and NZ
“Overall Salesmate has been super useful in creating a new CRM for my company.”
Maximus A.
Rev Ops
Cons
“It is a bit difficult while integrating with the previous crm as there are few gaps and not able to capture the few details same as the previous crm”
sc
suba c.
Customer Success Executive
“Certain automation workflows are overly cumbersome to build, particularly when including multiple conditions and actions.”
AD
Alexandre D.
Secretary General
“Heavy customization or integration with other Zoho/third party applications can be difficult and time consuming to implement , making complex workflows difficult to recreate for initial config.”
Ben W.
Project Analyst
Cons
“The ticketing system is not even close to production ready, they video and tools they offer for training have been made redundant and no longer offered but they do not tell you that until you waste an hour on support for them to say oh yeah that was phased out but we never updated the docs. ”
DB
David B.
Founder
“Lacking some basic features, lag time and email deliverability.”
Maximus A.
Rev Ops
“Individually having to edit and save each field is kinda annoying instead of like Google Sheets.”
RT
Randy T.
CEO
- Vendor responds to reviews
- Last review9 days ago
- Vendor responds to reviews
- Last review10 months ago
Key features
- Total features180
- A/B Testing
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Asset Lifecycle Management
- Assignment Management
- Auto-Dialer
- Automated Responses
- Automated Routing
- Automatic Call Distribution
- Autoresponders
- Batch Processing
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Automation
- Business Process Control
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call List Management
- Call Logging
- Call Management
- Call Recording
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Campaign Segmentation
- Channel Management
- Chat/Messaging
- Chatbot
- Churn Management
- Click Tracking
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Activity Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Scoring
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Enrichment
- Data Entry
- Data Import/Export
- Data Management
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Document Management
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Electronic Signature
- Email Campaign Management
- Email Management
- Email Marketing
- Email Response Control
- Email Sequences
- Email Templates
- Email Tracking
- Engagement Tracking
- Estimating
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Sharing
- For AEC Industry
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- GDPR Compliance
- Gamification
- Generative AI
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- HTML Editor
- Help Desk Management
- Image Library
- Incentive Management
- Interaction Tracking
- Internal Chat Integration
- Kanban Board
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Leaderboards
- List Management
- Live Chat
- Loyalty Program
- Marketing Automation
- Marketing Calendar
- Mass Texting
- Meeting Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multivariate Testing
- Negative Feedback Management
- No-Code
- Onboarding
- Online Forms
- Opportunity Management
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Tracking
- Projections
- Proposal Generation
- Prospecting Tools
- Quota Planning
- Quotes/Estimates
- ROI Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Relationship Tracking
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Revenue Management
- Rewards Management
- Role-Based Permissions
- SMS Marketing
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Trend Analysis
- Scheduled Messaging
- Scheduling
- Search/Filter
- Segmentation
- Shared Contacts
- Single Sign On
- Social Media Integration
- Softphone
- Source Tracking
- Subscriber Management
- Surveys & Feedback
- Tagging
- Task Management
- Task Scheduling
- Template Management
- Third-Party Integrations
- Transfers/Routing
- Visitor Tracking
- Visual Analytics
- Web Forms
- Web-based Deployment
- Website Visitor Tracking
- Workflow Automation
- Workflow Management
- eCommerce Management
- Total features159
- A/B Testing
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Asset Lifecycle Management
- Assignment Management
- Auto-Dialer
- Automated Responses
- Automated Routing
- Automatic Call Distribution
- Autoresponders
- Batch Processing
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Automation
- Business Process Control
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call List Management
- Call Logging
- Call Management
- Call Recording
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Campaign Segmentation
- Channel Management
- Chat/Messaging
- Chatbot
- Churn Management
- Click Tracking
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Activity Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Scoring
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Enrichment
- Data Entry
- Data Import/Export
- Data Management
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Document Management
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Electronic Signature
- Email Campaign Management
- Email Management
- Email Marketing
- Email Response Control
- Email Sequences
- Email Templates
- Email Tracking
- Engagement Tracking
- Estimating
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Sharing
- For AEC Industry
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- GDPR Compliance
- Gamification
- Generative AI
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- HTML Editor
- Help Desk Management
- Image Library
- Incentive Management
- Interaction Tracking
- Internal Chat Integration
- Kanban Board
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Leaderboards
- List Management
- Live Chat
- Loyalty Program
- Marketing Automation
- Marketing Calendar
- Mass Texting
- Meeting Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multivariate Testing
- Negative Feedback Management
- No-Code
- Onboarding
- Online Forms
- Opportunity Management
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Tracking
- Projections
- Proposal Generation
- Prospecting Tools
- Quota Planning
- Quotes/Estimates
- ROI Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Relationship Tracking
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Revenue Management
- Rewards Management
- Role-Based Permissions
- SMS Marketing
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Trend Analysis
- Scheduled Messaging
- Scheduling
- Search/Filter
- Segmentation
- Shared Contacts
- Single Sign On
- Social Media Integration
- Softphone
- Source Tracking
- Subscriber Management
- Surveys & Feedback
- Tagging
- Task Management
- Task Scheduling
- Template Management
- Third-Party Integrations
- Transfers/Routing
- Visitor Tracking
- Visual Analytics
- Web Forms
- Web-based Deployment
- Website Visitor Tracking
- Workflow Automation
- Workflow Management
- eCommerce Management
Integrations
- Total integrations67
- ActiveCampaign
- Avaya Experience Platform
- Bedrock Data
- Box
- Brevo
- Docusign
- Dropbox
- Eventbrite
- Formstack Forms
- GetResponse
- Gmail
- GoTo Meeting
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Drive
- Google Maps
- Google Workspace
- Harvest
- HubSpot CRM
- Invoice Ninja
- Jotform
- JustCall
- Kixie PowerCall & SMS
- Klenty
- Knowlarity
- Leadfeeder
- LinkedIn for Business
- Livestorm
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- Operations Hub
- PandaDoc
- PayPal
- Proposify
- QuickBooks Online
- QuoteWerks
- Quoter
- RingCX
- RingEX
- SMS-Magic
- Saasu
- Shopify
- SimplyCast
- Skyvia
- Slack
- Squarespace
- SurveyMonkey
- Trello
- Twilio
- Twitter/X
- WordPress
- Wufoo
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Assist
- Zoho Billing
- Zoho Books
- Zoho Campaigns
- Zoho Cliq
- Zoho Creator
- Zoho Desk
- Zoho Expense
- Zoho Forms
- Zoho Invoice
- Zoho Mail
- Zoho Meeting
- Zoho Projects
- Zoho SalesIQ
- Zoho Sign
- Zoho Social
- Zoho Survey
- Zoho Writer
- iQuoteXpress
- mailparser.io
- Total integrations27
- ActiveCampaign
- Avaya Experience Platform
- Bedrock Data
- Box
- Brevo
- Docusign
- Dropbox
- Eventbrite
- Formstack Forms
- GetResponse
- Gmail
- GoTo Meeting
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Drive
- Google Maps
- Google Workspace
- Harvest
- HubSpot CRM
- Invoice Ninja
- Jotform
- JustCall
- Kixie PowerCall & SMS
- Klenty
- Knowlarity
- Leadfeeder
- LinkedIn for Business
- Livestorm
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- Operations Hub
- PandaDoc
- PayPal
- Proposify
- QuickBooks Online
- QuoteWerks
- Quoter
- RingCX
- RingEX
- SMS-Magic
- Saasu
- Shopify
- SimplyCast
- Skyvia
- Slack
- Squarespace
- SurveyMonkey
- Trello
- Twilio
- Twitter/X
- WordPress
- Wufoo
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Assist
- Zoho Billing
- Zoho Books
- Zoho Campaigns
- Zoho Cliq
- Zoho Creator
- Zoho Desk
- Zoho Expense
- Zoho Forms
- Zoho Invoice
- Zoho Mail
- Zoho Meeting
- Zoho Projects
- Zoho SalesIQ
- Zoho Sign
- Zoho Social
- Zoho Survey
- Zoho Writer
- iQuoteXpress
- mailparser.io
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