Salesmate Features

Salesmate

CRM, sales management, automation & acceleration software

4.71/5 (69 reviews)

Competitor Feature Comparison

AB Testing
API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Analytics/ROI Tracking
Appointment Management
Appointment Scheduling
Audience Targeting
Auto-Dialer
Auto-Responders
Automatic Call Distribution
Batch Processing
Behavior Tracking
Business Card/Badge Scanning
CAN SPAM Compliance
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Center Management
Call Disposition
Call List Management
Call Management
Call Recording
Call Reporting
Call Routing
Call Tracking
Call Transfer
Callback Scheduling
Caller ID
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Scheduling
Campaign Segmentation
Cataloging/Categorization
Chat/Messaging
Click Tracking
Client Management
Collaboration Tools
Contact Database
Contact Management
Customer Database
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Branding
Customizable CTAs
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Customization
Dashboard
Data Import/Export
Data Management
Data Synchronization
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Dynamic Content
Email Campaign Management
Email Distribution
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
Field Sales Management
For Sales Teams/Organizations
For Startups
For iPad Devices
Forecasting
Image Library
Interaction Tracking
Internal Chat Integration
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Location Tracking
Mailing List Management
Marketing Automation
Marketing Calendar
Meeting Management
Mobile Access
Mobile Optimized Emails
Monitoring
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Multivariate Testing
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Prioritization
Prospecting Tools
Real Time Analytics
Real Time Data
Real Time Notifications
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Routing
SMS Marketing
Sales Activity Management
Sales Analytics
Sales Automation
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Shared Contacts
Source Tracking
Spam Blocker
Subscription Management
Tagging
Task Management
Task Scheduling
Team Management
Template Management
Territory Management
Third Party Integrations
Visual Analytics
Voice Mail
WYSIWYG Editor
Web Forms
Website Visitor Tracking
Workflow Management
Visit WebsiteCompare App
AB Testing
API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Analytics/ROI Tracking
Appointment Management
Appointment Scheduling
Audience Targeting
Auto-Dialer
Auto-Responders
Automatic Call Distribution
Batch Processing
Behavior Tracking
Business Card/Badge Scanning
CAN SPAM Compliance
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Center Management
Call Disposition
Call List Management
Call Management
Call Recording
Call Reporting
Call Routing
Call Tracking
Call Transfer
Callback Scheduling
Caller ID
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Scheduling
Campaign Segmentation
Cataloging/Categorization
Chat/Messaging
Click Tracking
Client Management
Collaboration Tools
Contact Database
Contact Management
Customer Database
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Branding
Customizable CTAs
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Customization
Dashboard
Data Import/Export
Data Management
Data Synchronization
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Dynamic Content
Email Campaign Management
Email Distribution
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
Field Sales Management
For Sales Teams/Organizations
For Startups
For iPad Devices
Forecasting
Image Library
Interaction Tracking
Internal Chat Integration
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Location Tracking
Mailing List Management
Marketing Automation
Marketing Calendar
Meeting Management
Mobile Access
Mobile Optimized Emails
Monitoring
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Multivariate Testing
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Prioritization
Prospecting Tools
Real Time Analytics
Real Time Data
Real Time Notifications
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Routing
SMS Marketing
Sales Activity Management
Sales Analytics
Sales Automation
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Shared Contacts
Source Tracking
Spam Blocker
Subscription Management
Tagging
Task Management
Task Scheduling
Team Management
Template Management
Territory Management
Third Party Integrations
Visual Analytics
Voice Mail
WYSIWYG Editor
Web Forms
Website Visitor Tracking
Workflow Management
Visit WebsiteCompare App
AB Testing
API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Analytics/ROI Tracking
Appointment Management
Appointment Scheduling
Audience Targeting
Auto-Dialer
Auto-Responders
Automatic Call Distribution
Batch Processing
Behavior Tracking
Business Card/Badge Scanning
CAN SPAM Compliance
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Center Management
Call Disposition
Call List Management
Call Management
Call Recording
Call Reporting
Call Routing
Call Tracking
Call Transfer
Callback Scheduling
Caller ID
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Scheduling
Campaign Segmentation
Cataloging/Categorization
Chat/Messaging
Click Tracking
Client Management
Collaboration Tools
Contact Database
Contact Management
Customer Database
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Branding
Customizable CTAs
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Customization
Dashboard
Data Import/Export
Data Management
Data Synchronization
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Dynamic Content
Email Campaign Management
Email Distribution
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
Field Sales Management
For Sales Teams/Organizations
For Startups
For iPad Devices
Forecasting
Image Library
Interaction Tracking
Internal Chat Integration
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Location Tracking
Mailing List Management
Marketing Automation
Marketing Calendar
Meeting Management
Mobile Access
Mobile Optimized Emails
Monitoring
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Multivariate Testing
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Prioritization
Prospecting Tools
Real Time Analytics
Real Time Data
Real Time Notifications
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Routing
SMS Marketing
Sales Activity Management
Sales Analytics
Sales Automation
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Shared Contacts
Source Tracking
Spam Blocker
Subscription Management
Tagging
Task Management
Task Scheduling
Team Management
Template Management
Territory Management
Third Party Integrations
Visual Analytics
Voice Mail
WYSIWYG Editor
Web Forms
Website Visitor Tracking
Workflow Management
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Mobile apps

iOS App


235 reviews

Requires iOS 12.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


147 reviews

Salesmate Feature Reviews

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

Eric G.

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
Kristie M.

Excellent CRM

2019-02-19

Salesmate software allows us to track all of our activities, tasks, sales etc. all in one place and gives use the ability to use reports that give us insights on those activities.

Pros

I loved the support and service provided as well as how user friendly the CRM is easy to use.

Cons

Learning a new system and the set up is not always easy, however I can say that the support given from the Salesmate team, made it very easy for me to do.

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
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Faith D.

Salesmat

2021-07-29

Helps with scheduling follow-ups and activities in order to contact our current clients multiple times.

Pros

The deal pipeline is easy to use and easily viewed.

Cons

Salesmate often has trouble with syncing with RingCentral so there are multiple times that you have to re-authorize in order to track and log calls/ recordings.

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
Paul H.

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
Ian R.

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
Anonymous
(Computer Software company, 11-50 employees)

Love this application!

2019-02-08

It's great! Helped align our entire company!

Pros

Super easy to use and track activity across a company (especially an international growing one).

Cons

That being said, the activities page is a little much for a position like me where my email activity isn't necessarily helpful given most of them are project-based and not sales based.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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 a.

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
Dan B.

Best Price / Performance of Any CRM

2019-02-08

Although I have not had to use the SalesMate tech support personnel very often, when I do they are quick and extremely responsive. Overall, I am very satisfied with SalesMate.

Pros

Google integration is very good, template ability is excellent and there are workflow capabilities.

Cons

One feature set we would like to see is lead scoring.

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
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.

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
Ross C.

Great customer service

2020-11-02

fantastic service, easy to use, sales focused

Pros

Great service live chat answer within minutes- always have the answer and go above and beyond to help very customizable fields

Cons

Cost per user- soon adds up problem with importing contacts to companies.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Zachary T.

Very happy with my Salesmate choice

2019-02-01

I waited a few months to write this review, as I am used to giving software a try and tossing it out once I've discovered what it really delivers. This has been the opposite. I now rely on it completely and it is a natural part of my work flow. So far, I only use it as a lone salesperson. I filtered through many other options before deciding on Salesmate and am really happy with my choice!

Pros

They helped me set up a mobile # to use for work, and all calls, emails and texts are tracked completely and automatically!

Cons

I'm eager to be able to further customize the initial dashboard screen.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Nick E.

Great value for the money

2018-12-14

Pros

- Very affordable - No entry barrier in terms of set up fees - Very flexible - Customizable - Full of feature sets

Cons

One of the largest downsides I have found is the lack of adaptive task management systems, but this is possible to work around.

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: Software Advice
Helpful?   Yes   No
Read more
Mithil P.

A good basic alternative to your CRM needs

2021-04-08

It has been great. We just deployed it for a client.

Pros

Salesmate is a good customer relationship management software option for users who do not want a lot of complexity in their CRM. It is good value for money too.

Cons

Integration and available apps could be better.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Curt B.

Excellent CRM

2018-09-24

I have struggled for a long time to find a CRM system that is mobile friendly , customizable while keeping track of leads, emails, activity and sales forecasting without overkill.

Pros

I like the usability and the support their technical support is stellar. The Sales Funnel easy to use with just enough easy customization to make it useful without being over-complicated.

Cons

Really nothing yet. I have really enjoyed 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

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Jerald M.

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

I like the ability to send emails via templates and incorporate them into workflows that operate behind the scene to reach out to our customers/prospects.

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
Juan C.

Salesmate help to complete our goals

2020-06-02

Is great tool for our sales team

Pros

Easy to use deal and lead generator

Cons

I can not email if the company is not created

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

Response from Salesmate


Thank you for this positive review. We have reached out to you personally to see how we can improve what you mentioned in the cons section. We want to make sure that we continue to improve based on your feedback.

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Ketan P.

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
Mike B.

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
Steve T.

After trying EVERY CRM I could find on Google THIS IS IT!

2021-10-21

Have a pipeline tracking feature 5.

Pros

It's so easy to use, easy to set up, every feature works (which may sound weird but I have had at least 10 other CRM's that features didn't work right or I had to do some kind of workaround to have a basic email workflow), the layout is fantastic, the mobile app works great, the price is good - I can't fault this!

Cons

You can work everything just fine, I have had no issues, it's so easy to keep track of everything, I just wish this one page was a little easier but in my opinion that is not a reason to avoid this platform.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tyler A.

Great product-easy to use

2020-07-02

My overall experience with Salesmate has been great. The customer service are willing to call or video chat with you to resolve any issues you have. They price is very fair and not that expensive in my opinion.

Pros

It’s a great way to track and automate your workflow for your company’s Nd your client experience.

Cons

Salesmate needs to be HIPAA compliant and allow the storage of documentation to be a true CRM for clients.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Roy W.

CRM For The Masses

2020-06-02

I have tried, literally, more than 50 CRM's and this is the first one I have retained for longer than a few months. It is the best I have found...

Pros

I had been looking for a simple CRM that had email templates that could be dispatched from the Deals/Opportunities module and inbound emails to be attached to the corresponding deal.

Cons

For example, simple formula fields like addition/subtraction, a more customizable Dashboard, a more robust email module, a more advanced Quickbooks add-on.

Rating breakdown

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

Response from Salesmate


Thank you so much for your feedback. We will continue to work on the items you have mentioned below!

Read more
Chandrayee M.

Best CRM in Market

2019-02-16

I took one dashboard 3 months ago just took another one 3 days back. that summarise my overall experience.

Pros

workflow automation is more advanced than other crms in market SMS Integration Option Price The support staffs are gems they have in their team.

Cons

nothing as such. just loading speed is slow.

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 N.

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
Jules B.

Best CRM for the Price

2020-07-20

Wonderful. Much more affordable and comes with great support.

Pros

They offer a large amount of pipelines for a small price so it scales well.

Cons

They dont have a "delete" button for incorrect imports but it can be easily fixed otherwise by just "tagging" your imports beforehand.

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