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Salesmate is an increasingly popular CRM platform that aims to streamline and automate the sales process for businesses of all sizes. It offers an impressive array of features, with a particular focus on advanced sales automation capabilities.
A few standout features include a 360-degree contact management system to easily capture, enrich, and track leads, customizable sales pipelines and workflows, and robust email marketing tools. The automation journeys are especially powerful, allowing you to personalize customer experiences and almost completely automate the journey from lead to sale.
That said, Salesmate does have some drawbacks. It’s not the most affordable CRM out there, with pricing that increases based on the number of contacts. The advanced features, while very capable, can also mean a steeper learning curve for new users. And customer support is limited on most plans. But overall, Salesmate is a compelling modern CRM for sales teams that want to leverage automation.
Salesmate core capabilties
Salesmate packs a punch when it comes to must-have CRM capabilities. At its core, it offers robust contact management that allows you to track all interactions and activities with leads and customers in one centralized database. You can easily import contacts from various sources, enrich the data, and segment them using smart views and filters for targeted outreach.
The visual sales pipeline builder is intuitive and flexible, letting you create multiple pipelines with customized stages to match your unique sales process. As deals progress through the stages, you gain visibility into the health of your pipeline.
Sales forecasting is especially good. Reps can predict their numbers based on the likelihood of deals closing, giving management more accurate revenue projections. The built-in performance analytics are also impressive, with the ability to slice and dice data using different filters to generate insightful reports and dashboards.
Salesmate doesn’t skimp on productivity boosters either. You can automate routine tasks like sending follow-up emails, setting reminders, and updating fields. Plus, the mobile app with offline access keeps road warriors in the loop at all times.
Where Salesmate really shines is its AI assistant called Sandy. You can delegate admin work to Sandy via voice or chat commands – from scheduling meetings to logging notes and follow-ups. This frees up significant time for reps to focus on selling.
The platform also ventures beyond typical CRM functionality with its marketing automation tools. You can build email campaigns, design landing pages, and create multi-step journeys to nurture leads.
Other thoughtful features include website live chat, chatbots for 24/7 lead capture and support, and a drag-and-drop newsletter builder. All these allow businesses to engage customers across channels without relying on separate point solutions.
Salesmate is an extremely well-rounded CRM that can streamline sales operations for small and midsize companies. By bringing sales, marketing, and service into a single platform, it eliminates data silos and fosters seamless collaboration. While not as complex as enterprise systems, Salesmate offers just the right mix of core and innovative features to drive productivity and revenue growth.
How easy is Salesmate CRM to use?
Salesmate’s clean and modern design makes navigating the platform a breeze, even for those new to CRMs. The customizable pipelines allow users to tailor their sales processes to their specific needs, ensuring efficient lead management and minimizing the learning curve.
Salesmate also offers robust accessibility features, such as built-in email tracking, which provides valuable insights into email interactions and enables prompt follow-up actions. The integration options are another highlight, allowing seamless connection with various third-party tools and applications, streamlining workflows, and enhancing productivity.
In my experience, Salesmate’s onboarding process is smooth and straightforward, with a variety of helpful resources available, including video tutorials, webinars, and a comprehensive knowledge base. The company also provides excellent customer support, with responsive and knowledgeable representatives ready to assist users at any stage of their journey.
One particularly impressive aspect of Salesmate is the ease with which users can set up web forms to capture lead information. The process is simple and intuitive, requiring no technical expertise. This feature alone can save businesses countless hours and help them focus on what matters most – engaging with prospects and closing deals.
While the platform offers a wide range of customization options, some users might find the level of granularity a bit overwhelming at first. However, the platform’s well-organized settings and clear documentation make it easy to navigate these options and tailor the CRM to specific business requirements.
Overall, Salesmate’s commitment to user experience shines through in its thoughtfully designed interface, accessible features, and comprehensive support resources. With a relatively short learning curve and powerful tools at their fingertips, users can quickly become proficient in leveraging Salesmate to streamline their sales processes and drive business growth.
Salesmate integrations
Salesmate CRM offers an impressive array of pre-built integrations and connectors that allow it to seamlessly integrate with many popular business applications. The platform has native integrations with Gmail, Google Drive, Google Meet, Microsoft 365, Slack, ActiveCampaign, AWeber, BigCommerce, DocuSign, Dialpad, QuickBooks, and over 700 other apps through Zapier.
I was pleased to see that Salesmate provides a clean and well-documented API that enables developers to build custom integrations. The API allows access to core CRM data and functions like accounts, contacts, deals, activities, and more. This opens up a lot of possibilities for businesses to connect Salesmate with their existing tech stack.
For non-developers, Salesmate’s integration with Zapier is a big plus. Zapier acts as a bridge, letting you connect Salesmate with thousands of the most popular apps without writing any code. You can set up automated workflows to sync data, trigger notifications, and more. Having tested a couple of Zaps myself, I can say the process is quite intuitive.
Another standout integration is with Integrately, a no-code integration platform. Integrately provides a visual interface to create complex automated processes spanning multiple apps. So you can use it to deeply embed Salesmate into your workflows without relying on developers.
In my experience, the pre-built integrations work smoothly and reliably. I didn’t encounter any issues with data syncing or app connectivity. Salesmate’s UI for configuring integrations is also clean and user-friendly.
One minor drawback is that compared to some other CRMs, Salesmate has a smaller number of pre-built integrations. However, the critical ones for sales and marketing are well covered. And you can always build a custom integration using the API when needed.
How good is Salesmate customer support?
In terms of customer support, I found that Salesmate provides a few key channels for users to get help. They offer 24/5 email support for all plans, with live chat also available for those who prefer the written medium.
A ticketing system allows customers to track the real-time status and progress of their support issues via both live chat and email. This gives users more visibility into how their problems are being handled.
Salesmate also provides some self-service support options. They have a knowledge base with guides and tutorials. An official user community is also available, but with most posts over a year old, the forum sees little activity.
As for the quality and responsiveness of their support, user reviews are generally positive. Several reviewers praised the helpfulness of the support team. That said, the lack of twenty-four-hour availability on weekends, even on higher plans, is a bit disappointing.
Salesmate pricing and plans
|
Plan |
Basic |
Pro |
Business |
|---|---|---|---|
|
Price |
$23/user/month |
$39/user/month |
$63/user/month |
|
Best For |
Small teams with basic CRM needs |
Growing businesses requiring sales automation |
Established teams looking for advanced features |
|
Features |
Unlimited contacts/deals Email marketing tools Workflow automation |
Sales automation Custom dashboard Team inbox |
Power dialer Team management Increased customization |
|
Limitations |
No sales automation or team management |
Limited customization options |
May be costly for smaller teams |
When it comes to CRM pricing, Salesmate takes a straightforward approach with four tiers to choose from. The Basic plan at $23/user/month provides essential contact and deal management features. For more advanced functionality like automation and bulk emails, the Pro plan at $39/user/month is a good bet.
Growing teams that need custom dashboards and reports can opt for the Business plan at $63/user/month. Enterprise-level pricing is also available for those needing a tailored solution.
One aspect of Salesmate’s pricing that caught my attention is the built-in phone and SMS rates. You can get local or toll-free numbers starting at just $1.10 per month and purchase credits as needed for calls and texts. Having these communication tools integrated into the CRM at a reasonable cost is definitely a plus.
Before committing to a plan, Salesmate offers a 15-day free trial with full access to all features and no credit card required. I appreciate that they allow you to really put the system through its paces without limitations during the trial period. And if 15 days isn’t quite enough, you can request an extension to keep evaluating.
While the pricing is generally competitive, it’s worth noting a couple of things. Upgrading to a higher-tier plan will apply any unused prepaid fees to the new plan, but there are no refunds for unused accounts, partial use, or early termination. And only annual subscriptions over $500 are eligible for bank transfer payments; otherwise, it’s credit card only.
But I feel Salesmate’s pricing model is mostly fair and flexible enough to accommodate a variety of business needs. The monthly and annual billing options, affordable communication add-ons, and commitment-free trial are all points in its favor from a value perspective. Just be sure to carefully review the terms around upgrades and refunds to avoid any billing surprises down the line.
Salesmate CRM review: Summary
After testing SalesMate, reading its user reviews, and analyzing its pricing and documentation, I’ve found it to be a very capable and well-rounded CRM solution, particularly for small to midsize sales teams.
A key strength is its intuitive interface and short learning curve. Even novices can get up and running quickly. I was impressed with the visual deal pipeline, which makes it easy to track opportunities across stages. The built-in calling, power dialer, and SMS features are also standouts, enabling reps to communicate with leads without leaving the CRM.
SalesMate really shines when it comes to sales automation. You can automate lead assignment, task creation, follow-up emails, and more based on triggers. The system also ventures beyond pure CRM with basic marketing tools like email campaigns and web forms. This can help small teams streamline their tech stack.
That said, SalesMate does have some limitations. Several users noted the lack of more advanced marketing automation features you’d find in HubSpot or ActiveCampaign. Some also mentioned occasional email syncing issues. And while SalesMate offers a good set of integrations, the marketplace is smaller compared to giants like Salesforce.
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