Salesmate is a customer relationship management (CRM) solution designed to automate tasks and streamline workflow for sales teams. Its features include deals and pipeline monitoring, contact management, sales automation, email tracking, email templates, and sales reports. It is priced at $15 to $50 per user, per month, and is best for sales agents who are always on the go and need a mobile CRM.
Salesmate Pros & Cons
Offers automation tools
Delays in data syncing
Provides in-app telephone system
Third-party integrations can be further expanded
Has a mobile app for both Android and iOS
Who Salesmate Is Best For
- Users who need a built-in and integrated telephone system to their CRM: Salesmate offers a built-in virtual phone system that allows you to stay in touch with your contacts via call and text messages. You can make and receive sales calls with Salesmate’s single-click calling functionality, keeping you in touch with your customers anytime.
- Users with unique sales processes who want a customizable CRM: Salesmate offers flexibility to accommodate various businesses’ complex and unique sales processes. You can design each Salesmate module based on your sales processes, so your team members will not have a hard time adjusting to the platform.
Salesmate’s pricing ranges from $15 to $50 per user, per month. The main differences between the plans are the number of workflows, the cap for daily outgoing emails per user, the amount of space for file storage, level of security, and access to premium features.
File Storage per User
Number of Workflows
Number of Daily Emails
See the detailed pricing information here.
The Starter plan is Salesmate’s basic plan. It offers essential features, including sales management tools, that enable you to stay on top of all your contact, company, deal, and activity management needs. It also provides voice and text features that cover Skype, Facetime, and Knowlarity. Additionally, this plan offers the workflow automation feature with a maximum of 10 workflows.
The Growth plan builds on the Starter plan’s features. Apart from the differences provided in the table above, the main difference that sets it from the Starter plan is its more advanced features. It offers goal management to help you set and achieve targets, email scheduling to help you send emails at the most optimized time without doing it manually, as well as email templates and analytics.
The Boost plan builds on the features of the Growth plan. While their features are mostly the same, a couple of additions include the team collaboration functionality as well as IP restriction.
Salesmate provides a set of CRM tools designed specifically to help you manage your customer relationships better and continuously grow your business. Below are its key features.
Sales Pipeline Management
Salesmate allows you to see an up-to-the-minute picture of your sales pipeline, helping you reduce or eliminate missed opportunities. Its sales pipeline management tool monitors your pipeline with visual triggers so your sales team can take action.
Through the platform, you can plan and track your meetings, calls, demos, lunches, and emails for every deal, contact, and company. You can get a personalized sales to-do list that syncs with your calendar and mobile devices, as well as delegate work to team members by easily assigning activities. Its sales activity tracker keeps you informed about past and future actions for each deal and contact using the built-in sales management tools.
Salesmate captures and organizes the emails related to the deals and contacts. The built-in email lets you quickly send and receive emails with comprehensive tracking of your prospect’s interactions with it.
Virtual Built-in Telephony
The program offers a simple web-based service that efficiently handles calls, voicemails, and messages for your business using the internet connection and voice-over-internet-protocol (VoIP) technology. You can use the cloud-based phone system to call any person located in any specific area code using virtual phone numbers. You can do this directly from your laptop or smart devices.
You can get precise, real-time visibility of your sales cycle with its deal management tool, as well as plan and define new strategies with a 360-degree, high-level view. You can also configure and automate workflows to never lose track of a potential lead, track each stage of your sales pipeline, and spot the hot deals.
You can reduce manual dependency at every point and let the process move smoothly without much human effort. You can use workflows to update records, assign and rotate deals, notify internal users, and send emails automatically.
Its sales forecasting tool helps in taking timely actions by giving a clear view of the sales funnel. It provides statistical analysis by unveiling predictive insights from your data, helping you apply better judgment while using various resources. It also splits the forecasts into reps, teams, periods, and pipeline.
The dashboard displays deals pipeline, activity statuses, and sales summary.
Salesmate Alternatives 2020
Who It’s Best For
Business-to-business (B2B) businesses needing a customizable, robust, and competitively priced CRM with built-in phone
Businesses wanting a free, no-frills CRM with basic features for unlimited users
Teams that want a user-friendly interface and visual pipeline to manage sales
Businesses that manage standardized or recurring projects and need G Suite integration
Organizations that want a CRM with social media integration and order management tools
Which CRM Provider Is Best for You?
Most Helpful Salesmate Reviews
Most Salesmate reviews found on the internet are positive. Users highlighted its powerful email bulk sending as well as workflow automations. They also commended the software for being affordable for small businesses. Concerns raised by users include issues in syncing and suggestions to expand social media integrations.
Robust features offer value for money
One user who gave Salesmate a positive review on G2 said that the platform has a clean user interface, very competitive pricing, team inbox for mail, and a solid phone and text integration. She said that she had tested around 10 to 12 CRMs before deciding on Salesmate, and it was by far the best price-performance ratio. She also said that it has a very powerful bulk email tool with automated workflows and offers great Office 365 integration too.
Data syncing is sometimes delayed on the desktop app
One user who gave Salesmate a negative review on G2 said that its syncing is sometimes delayed on the desktop, but that it is not something that would discourage him from using the software.
Salesmate Frequently Asked Questions (FAQs)
Does Salesmate have an online knowledge base for instructional materials on how to use the program?
Yes. Salesmate has an online knowledge base with webinars and tutorials about product updates, guides, e-books, free tools and templates, as well as information on how to maximize the use of the program. It can be accessed on the Resources section of the website.
What third-party integrations does Salesmate support?
Some of its most popular integrations include AWeber, Harvest, Formstack, Invoice Ninja, RingCentral, Shopify, and Slack.
What types of business industries can benefit best from Salesmate?
Top industries and business types that can benefit from Salesmate include real estate, construction, startups, small businesses, digital agencies, and consultants.
Salesmate offers CRM functionalities that can be used by both sales and marketing agents as well as people in industry-specific businesses, such as real estate and construction. For affordable pricing options, it does offer the essentials, such as pipeline management and workflow automation.
One of the features that sets it apart from usual CRM solutions is its in-app calling tool—which could be a big consideration for users who have agents who are always on the go. This is also why it is great for users in the real estate and construction industries, since they might need to do frequent site visits during work hours.
You may check this article on the best CRMs for small businesses, which is a review of our top choices. Our team looked at a variety of solutions and narrowed down our recommendations based on price, features, and ease of use.