Salesmate Review

flag Affordable price
  • In-depth pipeline management
  • Forecasting, intelligence, and analytics features
  • Intuitive UI
  • Powerful integrations
Support
7 /10
Good For
Client Relationship Management
Trial/Demo
Free Trial
slider-image
  • author: Darren Gordon
  • 19.08.18
  • Comments

Rating

  • "Price"
    8 /10
  • "Features"
    8 /10
  • "Ease of USe"
    8 /10
  • "Help and Support"
    7 /10

Overview

Salesmate is a CRM system built to give you everything you need when it comes to sales process organization, growing long-lasting customer relationships and attaining added deals. Working best with small businesses you can use Salesmate CRM to grow your gross sales revenue. Salesmate has also been noticed in the market for its presence and its great user experience.

Plans & Pricing

Salesmate is available for a free trial period of 15 days. They have a simple pricing plan, which is $12 per user/month when billed annually. When billed monthly, the cost is raised slightly to $15. This includes unlimited users, all sales and CRM features, two-way email and phone integrations, mobile apps and Gmail extension and phone, live chat, and email support. They also have an Enterprise plan which offers a special version of Salesmate that can be deployed in your data center for additional fees.

You can get a free 15-day trial simply by creating an account. With the trial, you can add as many users as you like. You will have unlimited access to all the Salesmate features. After this period, you can then pick a monthly or annual billing plan. In order to get the most out of your trial period, it’s best to invite all your teammates to join your Salesmate trial account. When compared to its competition in the market, Salesmate is very affordable and offers great features.

Package 1
$12/annually or $15/monthly

Features and Functionality

Salesmate allows your business to be as efficient as possible by bringing all your favorite apps into one CRM. It offers the ability to two-way sync your Google Apps all into one CRM. This includes Gmail, Calendar, Contacts, Drive, Maps and Chrome Plugin. Other apps that Salesmate allows you to integrate with are WordPress, Shopify, MailChimp, and more.

Salesmate allows each user of the CRM to be in sync all across the globe using time zones. When it comes to multiple currencies, you are able to track your sales in one or more currencies by setting the preferred home currency with Salesmate’s customizable sales CRM. Additionally, the CRM will convert all sales data straight away into your home currency using current foreign exchange rates for accurate sales and revenue reporting.

You can also get instant notifications as soon as new sales activities are given to you. Salesmate will send you push notifications on your iOS or Android device. Below are some additional features that we liked:

Accelerated Sales

Push your sales further with features such as:

  • Pipeline Management
  • Tracking Activities
  • Smart Emails

Smart Productivity

Accelerate productivity with:

  • Deal Management
  • Sales Automation
  • Data Entry Automation
  • Contact Management

Gain Visibility

Salesmate helps with:

  • Sales Goals Tracking
  • Sales Intelligence
  • Sales Forecasting
  • Mobile Apps

Ease of Use

Salesmate keeps it simple, and you can easily toggle between screens while working on deals. With quick views you can make calls, send emails, complete activities, add notes or update deals directly from your sales pipeline. Everything can be achieved with a simple click, essentially saving you an immense amount of your time.

Contacts & Users

Salesmate allows you to give your customers complete attention by systemizing and structuring all your contact data in one very organized place. All contacts can be managed on a single page. Salesmate gives you a complete view of your contacts’ activities and provides a CMS which generates a graphical timeline containing the entire information of the contact history. The information includes activity management, email tracking as well as details of dashboard activities. From this, you can plan further action for a positive response using the contact manager. The contact manager allows you to do many things at once on multiple contacts all at the same time. It is simple, highly efficient and convenient to use. You are able to create new activities, set reminders, and view past tasks. You can also keep up records that are very comprehensive in order to manage your sales tasks as well as time.

As a sales pipeline CRM you can add, assign as well as track deals and activities in the CRM. You will always be able to view an up-to-the-minute visual aid of your sales pipeline with Salesmate CRM. You will also be able to save a lot of time as there will be no more repetitive data entry. All the important fields and associations are in your contact details.

You will get a precise, real-time view of your sales cycle with the deal management tool. You can plan and define new strategies with an eagle-eye-view with the goal of expanding your profit margin. You will be able to keep a careful watch with both the past and the present status of pipeline deals. You can configure and automate workflow in a way to never let a potential lead go. It is also effortless to track each stage of your sales pipeline and spot the hot deals. You are also able to call and track calls through cloud-based phone systems integration.

Reporting & Integrations

The personalized sales rep dashboard helps your team view their periodic sales goals, what they have achieved so far and how far they are from reaching their goals. You can also use sales goal insights to track the performance of your sales team against the goals set forth.

Salesmate integrates well with Gmail as well as other integrations such as RingCentral, Livestorm, and Clearbit, among others.

Pros & Cons

  • Very affordable
  • Multiple App integration
  • Extended trial period
  • Small business focused

Customer support

Salesmate has a large support center with tons of articles and how-to guides that can answer many common customer questions. You can chat with support in real time in a chat box, 24/7, with a delay of only a few minutes. You can also contact the support team through email.

  • 24/7 Help & Support
    24/7 help and support is available to all users through the Support Center online and via chat.
  • Live Online Chat
    Live support is available 24/7 in real-time.
  • Email
    The company’s support team can be reached by email.
  • Video Tutorials
    There are quite a few video tutorials on YouTube.
  • FAQ
    There is a modest FAQ section covering basic product usage topics.
  • Blog
    The blog updated roughly 3 times every 10 days and features articles aimed at improving marketing and sales processes.

Final Word

Salesmate is a fantastic CRM that is simple to use and offers a very affordable CRM system. Salesmate is the way to go if you have a small business and are looking for a CMS system that allows you and your team to work the most efficiently. Currently 1,500 small businesses use Salesmate and the number is continuing to grow. With Salesmate CRM you will be able to be more productive and raise your overall revenue and with their mobile features you will be able to keep on top of things no matter where you go.

darren
Darren Gordon
author

Darren has been working in online marketing and sales for over 11 years. Based in NYC, Darren manages a sales development team and uses applications like CRM systems and email marketing tools every day to help his team succeed. With extensive digital marketing experience he understands how to measure user needs and behavior, and he uses this knowledge to bring in leads and nurture prospects.

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