Salesmate Features

Salesmate

CRM, sales management, automation & acceleration software

4.83/5 (24 reviews)

Salesmate Feature Summary

  • Pipeline management
  • API platform
  • Sales Intelligence
  • Customer pipeline management
  • Landing pages
  • Custom reports
  • Data entry automation
  • Contact import/export
  • Email templates
  • Email tracking
  • Sales goal tracking
  • Lead distribution
  • List management
  • Source tracking
  • Sales forecasting
  • Search filter
  • Third party integrations
  • Custom web forms
  • Lead prioritizing
  • Built-in Phone System

Sales Feature Comparison

Most popular features of all Sales apps

API (115 other apps)
Activity Dashboard (68 other apps)
Activity Tracking (48 other apps)
Automatic Notifications (40 other apps)
CRM Integration (91 other apps)
Collaboration Tools (34 other apps)
Contact Database (40 other apps)
Customizable Templates (30 other apps)
Data Import/Export (32 other apps)
Email Integration (42 other apps)
Lead Capture (33 other apps)
Monitoring (39 other apps)
Opportunity Management (30 other apps)
Quote Management (32 other apps)
Real Time Data (44 other apps)
Sales Analytics (41 other apps)
Sales Reporting (39 other apps)
Sales Tracking (38 other apps)
Search Functionality (40 other apps)
Third Party Integration (51 other apps)

Competitor Feature Comparison

Mobile apps

iOS App


19 reviews

See all iOS Apps

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

See all Android Apps

Salesmate Feature Reviews

24 reviewers had the following to say about Salesmate's features:

Eric Griego

Excellent Product, Functionality, and Service

2017-03-31

They helped our team transfer our entire database from a previous sales crm that was in place.

Pros

User Interface, Workflows & Automation Capabilites, Internal Email Sender, Reports, and Customer Support.

Cons

Newer platform so it's not as robust from a feature or integration stand point. No mobile app... yet.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Salesmate

If you are looking for an intuitive, lightweight, and customizable sales platform. You have to get a demo from the Salesmate team.

Source: Capterra
Helpful?   Yes   No
Read more
James Myers

Keeps My Business Organized

2018-05-18

Salesmate offers us mobile apps and google apps integration, which is awesome.

Pros

Easy to use and UI design is streamlined and appealing.

Cons

There can be more options to integrate with third-party apps.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Internet company, 1-10 employees)

The most economical and feature-rich CRM

2018-08-06

I could keep my data organized and reach out to my prospect in real time. It is a reliable and beneficial solution.

Pros

The best part is that Salesmate integrates with various third-party applications making work easier and faster.

Cons

There were few minor glitches in the past, but with the new updates and advancements I haven’t encountered any problem recently.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Salesmate


Thank you so much for your feedback and being a long-time partner of Salesmate!

Read more
Anonymous
A verified reviewer

Salesmate is a fantastic all in one CRM for both outbound and inbound sales teams!

2018-02-07

Salesmate is an all in one crm for outbound and inbound teams alike.

Pros

Within the CRM you have the ability to manage every lead with segment filters, manage meetings, track and send emails, sales forecasting, integration with gmail and other email providers, call recording, text messaging, chrome extension, email tracking from gmail, tons of integrations, and a mobile app to boot!

Cons

The only thing missing is a voicemail drop option. This CRM is comparable to the big names but has a cleaner interface.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
megan antonio

One of the best customer services teams I've experienced!

2018-04-09

I think eventually it will lead to a higher sales close rate as my Open Deals are easily sorted and trackable: I know where to focus my time.

Pros

Functionality -- it does everything I need in my CRM , easily organize and sort records, keep track of daily tasks, send out bulk emails, schedule emails, import records from my database

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ian Ray

Thrilled with the software

2017-04-29

Fantastic value for a CRM platform with easy staff onboarding and great back-end webhook integration support

Pros

I've had many deep-dive technical conversations with the support team, and they've been absolutely astounding with fast and knowledgable responses to my questions about the platforms and the API. The platform is very user friendly and took little time to onboard a team of 10 - far better than previous CRMs that we've worked with.

Cons

Minor nitpick is the API documentation is also a little lacking, but actually has had some updates while I've been writing code against it and is getting a bit better.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Paul Hirst

Absolutely Amazing CRM The Best I Have Used Bar None

2018-05-25

It just completely improved our productivity when it came to data management

Pros

They quite literally customised me a workflow overnight that copied Company data into contact data every time I added a new contact to a company copying all the custom fields saving my staff mountains of typing and mundane processing which means they will use the software even more and it will keep my data clean and consistent There is so much more this crm does I don't have the space to write it, mobile phone app is brilliant, importing data was easy, integrations to loads of other software, tag management, voice calling if you want it, but get this ...

Cons

To make this the ultimate solution to my business I wish we could create deals without having to add a contact that would be amazing, and I would pay for that.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ketan Patel

We are really well satisfied with product and Support.We appreciate Your Attitude toward Customer.

2018-07-27

This Software is Help us to full fill our Sales need,Data base maintain and Record all Communication With Each Customer.Which is our basic need.

Pros

Overall, we found Salesmate to be an excellent cloud-based sales CRM at a great price.

Cons

Just waiting to see more upgrades and new features in the CRM

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Robert Allen

Unbelievable new sales app... very well executed.

2017-05-23

Improved sales effectiveness.

Pros

I have tried almost every CRM on the market.

Cons

Once you get used to the UI and look at the support videos, it comes together well.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Mike Barugel

Solid CRM for small business looking for an easy to use, yet impactful CRM

2018-04-27

Pros

I have tried out a number of CRMs, but they all seemed to have way more features and options than I really needed (even though I'm a bit of a techy).

Cons

Nothing that would turn me away, but little things like where to find the workflows section, clearing out missed calls individually as opposed to in bulk when integrating RingCentral.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Matthew Gehrman

Very happy with my decision to start using Salesmate

2018-05-29

Quick implementation, great pricing, and really easy to learn/use.

Pros

Looking forward to what Salesmate comes out with next and growing our company with their sales platform.

Cons

After chatting with support team they already addressed what Cons I'm facing and they're already working on improving the features. There's really nothing negative I can say about the platform that they aren't already aware of and actively working to improve.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dalyn Newby

After trying dozens of CRMs and just getting frustrated again and again I found Salesmate

2017-11-21

Really easy to interact with and store customer data.

Pros

Shows all email history, none of this forward to an alias stuff that other CRMs require.

Cons

Currently only able to sync one email address for each contact but I spoke with support and they are working on a solution. 2.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Johnny Beig

Seamless!

2017-08-03

organized my sales leads.

Pros

Its very User Friendly, Easy Navigation, Simple to use and not much training is involved for the new staff to get them off the ground.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Jerald Martin

Great software at an affordable price. I researched many and selected Salesmate.

2018-01-26

Create workflows to manage our email campaigns to customers/prospects.

Pros

Helped me squeeze everything out of the software functionality.

Cons

I have the habit of pushing the limits and have had to contact support many times to ask questions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
David Pekarek

Small Business

2018-08-28

Great for staying organized and reaching out to clients.

Pros

We built a large clientele in a short period. Our sales have benefited greatly.

Cons

The software has been fantastic! No complaints.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Alan Peterson

I am blown away by the combination of simplicity and power. Salesmate has it all, seriously.

2017-08-03

automatic automation - emails come in and go out the way they always do - by the thousands - The difference is now this intelligent program is catching on and realizing which e-mails pertain to what client I am working with - beyond that it identifies when it should send a message out on my behalf staying in touch with certain people.

Pros

I can't believe how simple it is to conduct my business the way I usually did but now it's automatically being organized, sorted, and behaviors are suggested for following up.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
John Mele

Very active team at Salesmate. Davey will soon meet Goliath. The progress made so far is wonderful

2018-07-11

Important Sales clients, and processes.

Pros

Support is incredible, the team at salesmate never complain at what I may think is wrong. They listen and have made great strides for a rock solid product.

Cons

as a relatively young company, there are small bugs from time to time. However, these are diligently fixed with most very quickly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jacqui Sabo

Salesmate is a very easy to use solution, and just as easy to install.

2017-08-29

Pros

We can see our pipeline, including the sales process stages and the dollar volume at each stage.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Zora Zamecnikova

very convenient and easy CRM with all the necessary features, quick and professional support

2018-02-06

pleasant environment (backoffice), simplicity, and speed in use, professional support

Pros

I have tried many CRMs over the past 2 years, but this one suits me best with simplicity, clarity, a pleasant for the eye and very easy to adjust system, everything is easy and fast, there are all the systems that people need to manage contacts and emailing - and it doesn't have to pay the absurd money that some systems have.

Cons

Because everything works perfectly and easily, one has higher expectations of the system because the support listens and adapts the system to the needs of customers, so I would like to see more modifications in the synchronization of emails. At this point, there is just a simple synchronization like everywhere, but I believe that the development will continue, and that will soon be a progress.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jen Boatman

Functionality and Support

2018-08-28

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.

Pros

I can do things now with Salesmate that I only wished I could do on other CRMs. It is a seemingly robust system, and although a fairly new company, they are making system enhancements along the way, on the back end, and these system changes or upgrades do not negatively impact me.

Cons

A little cumbersome in some ways. Intuitive in some aspects and a little confusing with other modules. Good thing there's tech support! Their IT support is top notch!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Brittany Canaski

I've been using this platform for over a month now and have seen my productivity double!

2018-05-22

Pros

I really enjoy the deals page, it shows (visually through color) when deals have gone stale and I can quickly see how long it has been since I've spoke with someone about that deal

Cons

The e-mail platform is taking some getting used to, but is worth the time to learn it since I am getting so much value out of it

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Pritesh Gajjar

Helps Our Sales Team Stay Focused & Organized

2017-03-16

There are a lot of similar softwares out there but Salesmate is super easy to use and very affordable compared the competition.

Pros

Easy to use and affordable.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Staci Fasano

Great software, easy to use & awesome customer service!

2017-02-01

The software is extremely easy to use and very user friendly.

Pros

Easy to use, great support and helps keep everything organized.

Cons

Nothing, the experience has been great.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jessica Williams

Excellent service and system

2017-05-27

I am able to manage my customers and service my team more sufficiently.

Pros

Salesman is very easy to use and affordable.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more