Salesmate Features

Salesmate

CRM, sales management, automation & acceleration software

4.75/5 (60 reviews)

Salesmate Feature Summary

  • API platform
  • Acitivity Management
  • Activity Tracking
  • Automated workflow
  • Built-in Phone System
  • Contact import/export
  • Custom reports
  • Custom web forms
  • Customer pipeline management
  • Data Entry Automation
  • Data entry automation
  • Email Personalization
  • Email Sequence
  • Email Tracking
  • Email integration
  • Email templates
  • Filters
  • Global Search
  • Goal Tracking
  • Goal tracking
  • Lead distribution
  • List management
  • Mobile Apps
  • Multiple Pipeline
  • Pipeline management
  • Product Management
  • Sales Automation
  • Sales Intelligence
  • Sales Pipeline
  • Sales Reports
  • Sales forecasting
  • Sales goal tracking
  • Sales reports
  • Search filter
  • Services Management
  • Tagging
  • Team Inbox
  • Text Message
  • Text Sequence
  • Third party integrations
  • date based workflow
  • rule based workflow

Competitor Feature Comparison

API
Activity Dashboard
Activity Management
Activity Tracking
Auto-Dialer
Automated Sales
Automatic Call Distribution
Automatic Lead Distribution
Automatic Notifications
Calendar Management
Calendar Sync with Google
Call List Management
Call Recording
Call Reporting
Client Management
Collaboration Tools
Computer Telephony Integration
Contact Database
Contact History
Contact Management
Custom Fields
Customer Activity Reporting
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Filtering
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Document Storage
Drag & Drop Interface
Duplicate Detection
Email Alerts
Email Integration
Email Notifications
Email Templates
Email Tracking
Filtered Views
Follow-up Scheduling
Forecasting
Goal Setting / Tracking
Inbox Management
Lead Assignment
Lead Capture
Lead Distribution
Lead Management
Microsoft Outlook Integration
Mobile Alerts
Mobile Integration
Multi-Channel Communication
Multi-Currency
Permission Management
Pipeline Management
Pipeline Reports
Planning Tools
Prioritizing
Product Catalog
Progress Tracking
Queue Manager
QuickBooks Integration
Real Time Data
Real Time Notifications
Receiving
Referral Source Tracking
Reminders
Reporting & Statistics
Role-Based Permissions
Rules-Based Workflow
Sales Analytics
Sales Forecasting
Sales Integration
Sales Reporting
Sales Tracking
Search Functionality
Status Tracking
Tagging
Template Management
Third Party Integration
To-Do List
Visual Analytics
Voice Mail
Web Forms
Workflow Management
Visit WebsiteCompare App
API
Activity Dashboard
Activity Management
Activity Tracking
Auto-Dialer
Automated Sales
Automatic Call Distribution
Automatic Lead Distribution
Automatic Notifications
Calendar Management
Calendar Sync with Google
Call List Management
Call Recording
Call Reporting
Client Management
Collaboration Tools
Computer Telephony Integration
Contact Database
Contact History
Contact Management
Custom Fields
Customer Activity Reporting
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Filtering
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Document Storage
Drag & Drop Interface
Duplicate Detection
Email Alerts
Email Integration
Email Notifications
Email Templates
Email Tracking
Filtered Views
Follow-up Scheduling
Forecasting
Goal Setting / Tracking
Inbox Management
Lead Assignment
Lead Capture
Lead Distribution
Lead Management
Microsoft Outlook Integration
Mobile Alerts
Mobile Integration
Multi-Channel Communication
Multi-Currency
Permission Management
Pipeline Management
Pipeline Reports
Planning Tools
Prioritizing
Product Catalog
Progress Tracking
Queue Manager
QuickBooks Integration
Real Time Data
Real Time Notifications
Receiving
Referral Source Tracking
Reminders
Reporting & Statistics
Role-Based Permissions
Rules-Based Workflow
Sales Analytics
Sales Forecasting
Sales Integration
Sales Reporting
Sales Tracking
Search Functionality
Status Tracking
Tagging
Template Management
Third Party Integration
To-Do List
Visual Analytics
Voice Mail
Web Forms
Workflow Management
Visit WebsiteCompare App
API
Activity Dashboard
Activity Management
Activity Tracking
Auto-Dialer
Automated Sales
Automatic Call Distribution
Automatic Lead Distribution
Automatic Notifications
Calendar Management
Calendar Sync with Google
Call List Management
Call Recording
Call Reporting
Client Management
Collaboration Tools
Computer Telephony Integration
Contact Database
Contact History
Contact Management
Custom Fields
Customer Activity Reporting
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Filtering
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Document Storage
Drag & Drop Interface
Duplicate Detection
Email Alerts
Email Integration
Email Notifications
Email Templates
Email Tracking
Filtered Views
Follow-up Scheduling
Forecasting
Goal Setting / Tracking
Inbox Management
Lead Assignment
Lead Capture
Lead Distribution
Lead Management
Microsoft Outlook Integration
Mobile Alerts
Mobile Integration
Multi-Channel Communication
Multi-Currency
Permission Management
Pipeline Management
Pipeline Reports
Planning Tools
Prioritizing
Product Catalog
Progress Tracking
Queue Manager
QuickBooks Integration
Real Time Data
Real Time Notifications
Receiving
Referral Source Tracking
Reminders
Reporting & Statistics
Role-Based Permissions
Rules-Based Workflow
Sales Analytics
Sales Forecasting
Sales Integration
Sales Reporting
Sales Tracking
Search Functionality
Status Tracking
Tagging
Template Management
Third Party Integration
To-Do List
Visual Analytics
Voice Mail
Web Forms
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


131 reviews

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


91 reviews

Salesmate Feature Reviews

25 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
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
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
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
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
Kristie Morgan

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
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
Juan Clavijo

Salesmate help to complete our goals

2020-06-02

Is great tool for our sales team

Pros

Easy to use, I can send and track emails to the customers or potential customer on real time. Help me to create sales goals, and complete them, since is very easy to follow up.

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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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
Dan Barefoot

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
Zachary Turner

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! I carry one device with clear separation of work and personal.

Cons

There is some functionality with time tracking and calendar integration that I think they are working on, but it's not here yet.

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
Curt Beaird

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
Anonymous
(Computer Software company, 11-50 employees)

Salesmate

2020-07-28

Salesmate is a great CRM if you are looking for everything to be in one place.

Pros

If you add activities it mirrors that on your Google Calendar.

Cons

It doesn't take long but it does still take time out of the day.

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
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
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
Chandrayee Mukherjee

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
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
Bob Williams

Incredible Sales Automation CRM and OmniChannel tool...

2020-06-26

The experience is great. They use Intercom and are always responsive and effective in solving customer needs.

Pros

The Salesmate team continues to deliver a quality product for seasoned sales professionals.

Cons

Stronger integration for scheduling, follow-up, and Gmail integration automation.

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

Response from Salesmate


Thank you for this review! We are happy you are excited about our power dialer & smart queue! :)

Also, thank you for the constructive feedback. We will continue to work hard to enhance these features over time!

Thank you!

Read more
Matt Dalziel

Best CRM for our Business

2019-11-08

The comprehensive search capabilities have allowed us to speed up our processes and stay on top of our client data, ensuring that everything is always up to date.

Pros

Salesmate is a CRM that is versatile and very customizable.

Cons

I'm looking forward to the planned XERO Accounting software integration.

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
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

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
Roy Weinberg

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
Anonymous
(Civil Engineering company, 1-10 employees)

Surprised and pleased...

2019-03-12

This software totally keeps me on track. It's a second brain in many ways.

Pros

Good, solid, dedicated, one-on-one support in a couple of minutes Ease of use Straight forward Email integration hooked up fast and flawlessly and functions well Able to customize most of the areas I want to work for how my business works

Cons

Text messaging setup is still a mystery to me More robust deals data

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
Tyler Arigoni

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

Salesmate us a CRM, email tools, texting tools and automation for all of it.

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
Chris Chira

Salesmate review

2018-11-22

Pros

What I like most about this software were all the ways to automate common processes. Our sales representatives have frequently reported that Salesmate has greatly helped them save time!

Cons

The software was quite confusing to initially set up, but once the sales representatives were able to fully get it up and running it immediately became helpful.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

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