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Salesmate Product Guide

TrustRadius Insights
July 2, 2024
Product Guides, Sales

Salesmate Product Guide

What do users really think about Salesmate? This product guide was created utilizing real, vetted user reviews and will help you get to the nitty-gritty details about where Salesmate performs well, and where it may have room for improvement.

Highlight the Right Reviews

Throughout the guide below, there are links directly to reviews. Select the reviewers most relevant to you, and those links will be highlighted in blue.






Customer Engagement

Email Marketing

Users consistently praise Salesmate’s robust email tracking and campaign automation features. The platform’s email marketing capabilities are highly regarded for their effectiveness in tracking open rates, link clicks, and unsubscribe actions. Users appreciate the ease of creating and scheduling email campaigns, as well as the ability to utilize customizable templates. Despite some minor concerns about email open tracking improvements, overall sentiment towards Salesmate’s email marketing functionality remains positive and impactful for user engagement and campaign success. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“Absolutely love to work on Salesmate. It’s absolutely wonderful it when comes to streamlining the sales cycle right from onboarding the leads to various stages to deal closure. Easier to view all leads on the same page. Having access to a scorecard in order to prioritize the relevant activities, has an in-built dialer to make calls. Automation to study and track website activities. Automation of email campaigns. Like the timely assistance when in need. Kudos to Team Salesmate!”Executive in Sales, Outsourcing/Offshoring, 501-1000 employees

“Salesmate does really well with phone communication, texting communication, and creating automated email events based on a specific scenario such as a No-Show. On top of this, the app works better than any other CRM apple app that I have seen. The calling / text/ emails all work fluently inside of there.”Professional in Sales, Computer Software, 1-10 employees

“Salesmate is a great way to contact potential clients through setting up drip campaigns and email campaigns. I don’t like that it lacks automation in losing deals. It should be easier to automate. If I can find a workaround based on tags and types then they should be able to add that into the automation.”Administrator in Other, Computer Software, 11-50 employees

Client Organization Tools

Reviewers consistently praise Salesmate’s client communication management capabilities. Users highlight the platform’s effectiveness in organizing client information, streamlining communication processes, and enhancing overall client engagement. The ability to track communication history, manage tasks efficiently, and customize contact fields are frequently cited as key strengths of Salesmate’s client organization tools. Additionally, users appreciate the platform’s user-friendly interface, responsive customer support, and value for money. While some users express minor preferences for additional features like expanded telephony services or improved mobile app functionality, the general sentiment remains positive towards Salesmate’s client organization tools. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12)

“It is used by myself and my boss, a CPA. It allows us to keep track of communication at key points of the year with tax clients. It allows all our communication to be seen in one place, which is SO VITAL since we both work at home.”Administrative Assistant in Other, Accounting, 1-10 employees

“I use it for tracking, organizing everything I do for clients. It allows me to do billing much easier later and it allows for me to keep track of what is going on for each client.”Partner in Legal, Legal Services, 1-10 employees

“I use Salesmate to manage various sales pipelines for my business. It keeps me organized so I know the stage of the client. It also helps keep my email conversations organized. The sequencing feature saves me a lot of time with automated follow up emails, and the goal setting feature helps keep me on target.”Consultant in Sales, Marketing & Advertising, 1-10 employees

Customer Support and Service

Users consistently praise Salesmate’s exceptional customer support and service capabilities. The support team is lauded for their quick response times, insightful assistance, and willingness to go above and beyond to resolve any issues or queries. Customers appreciate the availability of live chat support within the platform, which ensures prompt resolution of any concerns. The support staff’s knowledge and responsiveness have been highlighted as key factors contributing to a positive user experience. Additionally, users have expressed satisfaction with the level of support provided, noting that the team is courteous, helpful, and dedicated to ensuring that users have a smooth experience with the platform. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“Salesmate makes it so easy to win our deals and to track them in each department. Their support team is always available to help with issues or learning new features.”Administrator in Other, Computer Software, 11-50 employees

“The support team at Salesmate is top-notch. They provide live chat support within the platform and answer typically in under a minute. They are always incredibly quick to respond to questions and provide insightful information.”Director in Professional Services, Marketing & Advertising, 1-10 employees

“I had a little bit of a bumpy road with customer service but we got it all sorted out.”Manager in Other, Events Services, 1-10 employees

CRM Core Features

CRM Fundamentals

Users consistently praise Salesmate’s CRM fundamentals capabilities. They highlight the ease of use, customizable dashboards, and intelligent email campaign tracking as key strengths. The ability to track sales progress, manage pipelines effectively, and ensure GDPR compliance in email campaigns are noted as valuable features. Additionally, users appreciate the prompt customer care responses and the platform’s reliability with almost zero downtime. Salesmate’s CRM fundamentals seem to align well with users’ needs for comprehensive sales and marketing management, automation, and end-to-end CRM functionalities. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“Salesmate is helping me to maintain my proper Hot, warm and Cold leads and helping in following up those leads without missing the timeline. This way I do not miss any follow-ups and eventually this helps me in building a good pipeline which lead to achieving my targets.”Executive in Sales, Information Technology & Services, 501-1000 employees

“Salesmate is amazing. Been trying to find a genuinely good CRM for a long time, and Salesmate has completely blown me away. The native calling and texting, especially inside of the app are amazing. And the support is Top Notch!”Professional in Sales, Computer Software, 1-10 employees

“I use Salesmate to manage the entire sales process for my organization. The application allows me to strategize the best outreach when I am looking to connect with new clients and will enable me to streamline communications with existing clients. I have used several other CRMs such as Salesforce, HubSpot, Copper, and Pipedrive – this is by far the most robust and user-friendly.”Director in Professional Services, Marketing & Advertising, 1-10 employees

Contact Management

Users across various reviews have unanimously praised Salesmate’s robust contact management capabilities. The platform’s ability to provide a 360-degree view of contacts, accounts, and deals has been highlighted as a key strength. Users appreciate the ease of navigation, task activity tracking, and the synchronization of email communications, which contribute to a streamlined and efficient workflow. Additionally, Salesmate’s feature that allows for the tracking of tasks from initial contact creation to deal closure in a single window has been particularly lauded by users. The tool’s contact management functionality has been described as intuitive and comprehensive, enabling users to effectively manage their contacts and interactions throughout the sales cycle. (Source Reviews: 1, 2)

“360 Degrees View at all levels – Contact, Account, and Deal Module.; Task Activity – This is where all your activities are captured – It could be your notes, emails, task, activity related to calls, meetings, Attachments related to that contact, account and Deal.”Manager in Sales, Information Technology & Services, 501-1000 employees

“As a manager – managing the team – I could clearly see the performance of my team by visiting their individual dashboards and at the same time, if required i could get into details of the opportunity.”Manager in Sales, Information Technology & Services, 501-1000 employees

Lead Management

Users generally praise Salesmate for its lead management capabilities. Reviewers consistently highlight the effectiveness of Salesmate in organizing and prioritizing leads, ensuring that no follow-ups are missed. The ability to categorize leads into hot, warm, and cold categories, coupled with features like email tracking and notifications, streamlines the lead management process. Users appreciate the ease of tracking leads through various stages and the comprehensive view provided by Salesmate’s dashboards. The platform’s lead management functionalities have been instrumental in helping users build and maintain a robust sales pipeline. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“Salesmate is helping me to maintain my proper Hot, warm and Cold leads and helping in following up those leads without missing the timeline. This way I do not miss any follow-ups and eventually this helps me in building a good pipeline which lead to achieving my targets.”Executive in Sales, Information Technology & Services, 501-1000 employees

“Able to start making sales in under 24 hours; Able to organize my processes; Able to identify leads that I didn’t initially know I was missing communication with.”Professional in Sales, Computer Software, 1-10 employees

“CONS: A better way to distinguish clients and leads; Clearer way to assign roles to different people within an organization.”Director in Marketing, Marketing & Advertising, 1-10 employees

Sales and Marketing

Sales Pipeline Management

Users consistently praise Salesmate’s sales pipeline management capabilities. They highlight the ease of tracking deals, managing opportunities, and visualizing the pipeline effectively. The ability to organize and prioritize leads efficiently is a common theme among user reviews. Additionally, users appreciate the platform’s features that facilitate timely follow-ups and streamline the sales process. The consensus among reviewers is that Salesmate excels in providing a structured and user-friendly approach to managing the sales pipeline, ultimately contributing to improved sales performance and goal achievement. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“Salesmate is helping me to maintain my proper Hot, warm and Cold leads and helping in following up those leads without missing the timeline. This way I do not miss any follow-ups and eventually this helps me in building a good pipeline which lead to achieving my targets.”Executive in Sales, Information Technology & Services, 501-1000 employees

“Our sales pipeline wouldn’t exist if it weren’t for the organization provided by Salesmate. We would not be able to keep up with our workload if it weren’t for the automation and task management of Salesmate.”Executive in Sales, Automotive, 1-10 employees

“CONS: Automation needs to be improved. I found a work around to automate lost deals. Work flows could use upgrading.”Administrator in Other, Computer Software, 11-50 employees

Marketing Automation

Users generally praise Salesmate’s automation features and functionalities, highlighting its effectiveness in streamlining sales and marketing processes. While some users express satisfaction with the platform’s marketing automation capabilities, others suggest room for improvement in terms of enhancing automation for lost deals and refining workflow processes. The consensus leans towards Salesmate offering valuable automation tools, yet there are suggestions for further optimization to meet varying user needs and preferences. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“Salesmate is a great way to contact potential clients through setting up drip campaigns and email campaigns. I don’t like that it lacks automation in losing deals. It should be easier to automate. If I can find a workaround based on tags and types then they should be able to add that into the automation.”Administrator in Other, Computer Software, 11-50 employees

“Salesmate has allowed us to automate a lot of stuff via their automation journeys, workflows, and sequences. Their customer support team is excellent, fast, and very responsive, something which has become quite rare.”Vice-President in Corporate, Computer Software, 1-10 employees

“I use Salesmate to manage the entire sales process for my organization. The application allows me to strategize the best outreach when I am looking to connect with new clients and will enable me to streamline communications with existing clients. I have used several other CRMs such as Salesforce, HubSpot, Copper, and Pipedrive – this is by far the most robust and user-friendly.”Director in Professional Services, Marketing & Advertising, 1-10 employees

Sales and Marketing Communication

Users consistently praise Salesmate’s robust communication features for sales and marketing purposes. The platform’s ability to streamline communication through various channels such as phone calls, text messages, and emails has garnered positive feedback from users across different industries. Salesmate’s intuitive interface and customizable communication options have been highlighted as key factors in enhancing sales and marketing strategies. Additionally, the prompt and efficient support provided by Salesmate’s team has been commended for assisting users in optimizing their communication processes effectively. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“Salesmate does really well with phone communication, texting communication, and creating automated email events based on a specific scenario such as a No-Show. On top of this, the app works better than any other CRM apple app that I have seen. The calling / text/ emails all work fluently inside of there.”Professional in Sales, Computer Software, 1-10 employees

“We had trials with the so-called ‘big boys’ in this field, namely Pipedrive, Zoho, and Hubspot, and whilst these products were all good, they didn’t offer an ‘out of the box’ complete solution for all areas and to get something workable was going to be expensive.”Executive in Finance and Accounting, Financial Services, 1-10 employees

“Incredible CRM with exceptional flexibility. Appropriate for all types of businesses where keeping track of client communication is a must.”Consultant in Information Technology, Information Technology & Services, 1-10 employees

Operational Efficiency

Task and Activity Tracking

Users consistently praise Salesmate’s task and activity tracking capabilities, highlighting its efficiency in managing daily tasks and activities. The platform’s intuitive interface and comprehensive tracking features enable users to easily monitor and organize their workflow. Salesmate’s task automation and organization tools receive positive feedback for streamlining processes and enhancing productivity. Users appreciate the ability to track emails, calls, meetings, and other activities within the system, providing a centralized hub for managing interactions with prospects and clients. The platform’s task management functionality is commended for its user-friendly design and effectiveness in helping users stay on top of their responsibilities. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14)

“When manually entering data such as notes or activities, the form remains open even after submission; Multiple/redundant notifications are a small annoyance; When clicking on a contact from a deal, it opens the contact’s edit form. When I don’t want to edit, I just need to go to the contact page.”Administrator in Corporate, Construction, 1-10 employees

“Salesmate is the most powerful software application that I have found allowing me to track my legal cases by client. It is one of the few/only software companies that integrates a decently working VOIP (phone system) with a CRM (client management). Salesmate tracks any tasks and activities I do for clients.”Partner in Legal, Legal Services, 1-10 employees

“Our sales pipeline wouldn’t exist if it weren’t for the organization provided by Salesmate.; We would not be able to keep up with our workload if it weren’t for the automation and task management of Salesmate.”Executive in Sales, Automotive, 1-10 employees

Team Collaboration and Performance

Users consistently praise Salesmate for its robust team collaboration and performance capabilities. The platform’s ease of navigation, comprehensive view of contacts, accounts, deals, and activities, along with customizable dashboards and reports, have greatly enhanced team organization and productivity. Managers find it particularly beneficial for monitoring team performance through individual dashboards and detailed opportunity insights, streamlining the guidance and evaluation process. Salesmate’s emphasis on team collaboration and performance has garnered positive feedback from users, highlighting its effectiveness in facilitating efficient teamwork and driving results. (Source Reviews: 1, 2, 3)

“Salesmate had given good demos, knowledge repository and all the necessary tools to manage the complete sales cycle.”Manager in Sales, Information Technology & Services, 501-1000 employees

“PROS: Mobile app is phenomenal – everything you need in one app; Inbox + Team Inbox are exceptional – team collaboration included; Deal pipelines and customization is a much-needed plus.”Executive in Corporate, Insurance, 1-10 employees

“Affordable prices.; Team collaboration.”Manager in Sales, Market Research, 11-50 employees

Integration and App Ecosystem

User sentiment regarding Salesmate’s integration and app ecosystem capabilities is generally positive. Reviewers appreciate the ease of integrating with various tools like Gmail, QuickBooks, and DocuSign, enhancing their workflow efficiency. The mobile app’s functionality and smooth performance have been highlighted as a significant advantage, allowing users to access key features on the go. While some users have suggested improvements such as smoother integration features and additional third-party app integrations, overall, Salesmate’s integration and app ecosystem seem to meet the needs of its users effectively. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“Salesmate should give integration with tools like ZoomInfo for database access.”Manager in Sales, Information Technology & Services, 501-1000 employees

“Salesmate is the most powerful software application that I have found allowing me to track my legal cases by client. It is one of the few/only software companies that integrates a decently working VOIP (phone system) with a CRM (client management).”Partner in Legal, Legal Services, 1-10 employees

“The mobile app could have been easier to use.”Manager in Sales, Market Research, 11-50 employees

“The app works better than any other CRM apple app that I have seen. The calling / text/ emails all work fluently inside of there.”Professional in Sales, Computer Software, 1-10 employees

Communication Tools

Telephony and Calling Features

Users consistently praise Salesmate’s calling and telephony features for their functionality. The native calling and texting capabilities within the app have been highlighted as particularly impressive, providing a seamless communication experience for users. Additionally, the support for calling and texting, along with the ability to create automated sequences based on specific events, has been well-received by reviewers. Despite some concerns about the cost of calling being relatively higher and the desire for more robust telephony services, overall, users find Salesmate’s telephony and calling features to be a valuable asset in streamlining their sales and communication processes. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13)

“Salesmate does really well with phone communication, texting communication, and creating automated email events based on a specific scenario such as a No-Show. On top of this, the app works better than any other CRM apple app that I have seen. The calling / text/ emails all work fluently inside of there.”Professional in Sales, Computer Software, 1-10 employees

“CONS: Cost of calling is relatively higher.; Option to integrate different telephony systems.”Director in Sales, Consumer Services, 5001-10,000 employees

Crafting Effective Email and Text Message Sequences

Users consistently highlight Salesmate’s email and text message sequences as a standout feature, praising its efficiency and time-saving capabilities. The ability to create automated sequences based on specific triggers like no-shows or events is particularly lauded. While some users mention minor drawbacks such as limitations in sales outreach effectiveness, the overall sentiment leans heavily towards the positive, with users finding the sequences to be a valuable asset in managing customer communications and sales pipelines efficiently. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9)

“Their native calling and texting feature is super helpful, and works really well on desktop, mobile, and iPad. On top of that, I am currently going ahead and building in sequences, that are automated based on a No-Show, or an event that took place.”Professional in Sales, Computer Software, 1-10 employees

“The automated follow-up sequences save us hours of follow-ups per week.”Supervisor in Sales, Real Estate, 1-10 employees

“CONS: Scheduler needs to be better at cancellations and reschedules automatically; Email sequences aren’t perfect for sales outreach.”C-Level Executive in Corporate, Information Technology & Services, 1-10 employees

Business Management

Sales Reporting and Dashboards

Reviewers unanimously praise Salesmate’s sales reporting and dashboards features. Users consistently highlight the ease of navigation, customizable dashboards, and comprehensive reporting capabilities offered by Salesmate. The 360-degree view of contacts, accounts, and deals, coupled with the ability to track tasks and activities efficiently, has been a standout feature for many. Additionally, the platform’s prompt customer support and minimal downtime have garnered positive feedback. While some users suggest room for improvement in dashboard design and email signature features, overall, Salesmate’s sales reporting and dashboards functionality are regarded as robust and user-friendly. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10)

“PROS: Dashboards – Individual, Team, Management, Reports are easy to configure; 360 Degrees View at all levels – Contact, Account, and Deal Module.”Manager in Sales, Information Technology & Services, 501-1000 employees

“PROS: Intelligent email campaign tracking mechanism – Gives us proper status of open, read, link clicked status etc, which helps us to retarget our prospect; Customizable Sales progress tracking dashboards – Dashboards automatically fetches data from available data and we can also allow people to clone and edit it, which for my team is very useful.”Consultant in Sales, Information Technology & Services, 501-1000 employees

“CONS: Dashboards can be a little better but I am not complaining; Need more help with building automation journeys.”Vice-President in Corporate, Computer Software, 1-10 employees

Small Business Solutions

Users’ opinions on Salesmate’s small business solutions capabilities are varied. While some users appreciate the platform’s adaptability and comprehensive communication options, others have encountered challenges with customization and specific functionalities. The level of support provided by Salesmate has been highlighted positively, with quick response times and assistance in configuring the system to suit individual business needs. However, concerns have been raised regarding the complexity of customizations and limitations in certain areas such as migrating custom fields and creating multiple product types. It appears that user satisfaction with Salesmate’s small business solutions is influenced by the extent of customization required for their specific business requirements. (Source Reviews: 1, 2)

About the Author

TrustRadius Insights
TrustRadius Product Guides are created by synthesizing user reviews to identify commonly discussed topics. These guides highlight common use cases, frequently used features, and more. While this is a beta feature, it is our mission is to provide you with the best information possible to make confident and trusted technology decisions. If you feel something is missing or incorrect, please let us know.

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