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Salesmate Comparison

Overview

Category Leaders

Salesmate is an integrated CRM for sales teams of all sizes, offering features for sales pipeline management, automation,...

  • 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

Screenshots

Pricing

Starting from
$12/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.7

(69)

5

4

3

2

1

50

18

1

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

The experience is great. They use Intercom and are always responsive and effective in solving customer needs.
Fantastic value for a CRM platform with easy staff onboarding and great back-end webhook integration support.
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.

Cons

There is only one thing that I am struggling with, and that is the texting platform.
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.
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.
  • Vendor responds to reviews
  • Last review15 days ago

Key features

  • Total features98
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Auto-Dialer
  • Automatic Call Distribution
  • Automatic Lead Distribution
  • Batch Processing
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call List Management
  • Call Management
  • Call Recording
  • Call Reporting
  • Campaign Management
  • Client Management
  • Collaboration Tools
  • Computer Telephony Integration
  • Contact Database
  • Contact Management
  • Customer Activity Tracking
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Storage
  • Drag & Drop
  • Duplicate Detection
  • Email Alerts
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Field Sales Management
  • Forecasting
  • Goal Setting / Tracking
  • Inbox Management
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Segmentation
  • Marketing Automation
  • Microsoft Outlook Integration
  • Mobile Access
  • Mobile Alerts
  • Multi-Channel Communication
  • Multi-Currency
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Prospecting Tools
  • Purchasing & Receiving
  • Queue Management
  • QuickBooks Integration
  • Real Time Data
  • Real Time Notifications
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • Sales Automation
  • Sales Forecasting
  • Sales Management
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Source Tracking
  • Status Tracking
  • Tagging
  • Task Management
  • Template Management
  • Third Party Integrations
  • To-Do List
  • Visual Analytics
  • Voice Mail
  • Web Forms
  • Workflow Management

Integrations

  • Total integrations41
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • LinkedIn
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

10+ YEARS RECOMMENDING SOFTWARE

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