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In this review I’m going to share my analysis and evaluation from my hands-on experience with Salesmate. But first, if you’re just beginning your search for the best customer relationship management solutions, check out my pick of the best CRM software. You probably already know Salesmate is among the most popular CRM products out there, but you need to better understand what’s good, and not so good about it. This in-depth Salesmate review will walk you through pros and cons, features and functionality, to help guide you to better understand its capabilities and suitability for your needs.

Salesmate review screenshot showing modules.
I appreciate how simple the interface is on Salesmate CRM, which helps me manage contacts more easily.

Salesmate Software Product Overview

Salesmate is a versatile CRM software designed to streamline customer relationship management and sales processes, making it ideal for businesses of all sizes. Users benefit from its intuitive interface, robust automation capabilities, and comprehensive reporting tools.

This tool effectively addresses the common challenges of sales tracking, lead management, and communication, empowering users to achieve better results. Its standout features include customizable pipelines, email tracking, and seamless integration options, making Salesmate a valuable asset for optimizing sales operations.

Pros

  • Customizable Pipelines: Tailor your sales process to fit your unique needs, ensuring efficient lead management and improved conversions.
  • Email Tracking: Gain real-time insights into email interactions, allowing for timely follow-ups and more effective communication with leads and customers.
  • Integration Options: Seamlessly connect Salesmate with your favorite tools and apps, enhancing workflow efficiency and data synchronization.

Cons

  • Limited Marketing Automation: Salesmate lacks robust marketing automation features.
  • Learning Curve: Sales teams adopting Salesmate CRM on iOS may encounter a steeper learning curve.
  • Mobile App Functionality: For users on Android, the mobile app provided by Salesmate may appear less feature-rich when compared to the desktop version.

Expert Opinion

After evaluating Salesmate in-depth, it's evident that this software offers a solid solution for businesses seeking efficient CRM and sales management. Its strengths lie in its customizable pipelines and email tracking, which enable users to tailor their sales processes and maintain effective communication.

Salesmate: The Bottom Line

In assessing Salesmate, what stands out in comparison to similar software is its remarkable flexibility and adaptability. It offers a unique blend of customizable pipelines and email tracking that empowers users to tailor their sales processes precisely to their needs.

Salesmate review screenshot showing built-in calling.
I really like Salesmate's built-in calling feature.

Salesmate Deep Dive

Here are 15 common features of CRM software, with indications of whether Salesmate has them:

Product Specifications

  1. Test Case Management - No
  2. Test Execution - No
  3. Bug Tracking - No
  4. Test Automation - No
  5. Integration with Testing Tools - Yes
  6. Requirements Management - No
  7. Defect Management - No
  8. Test Data Management - No
  9. Test Reporting and Analytics - Yes
  10. Test Environment Management - No
  11. Traceability Matrix - No
  12. Test Planning and Scheduling - No
  13. Test Scripting - No
  14. Regression Testing - No
  15. Test Coverage Analysis - No

Salesmate Feature Overview

As it is a CRM and sales management tool, here I can provide you with an overview of its 3 most important features for CRM and sales management:

  1. Customizable Pipelines: Salesmate's sales CRM empowers users to customize and adapt their sales pipelines to align seamlessly with their specific sales processes, guaranteeing efficient lead management and increased conversions.
  2. Email Tracking: Furthermore, an exceptional attribute found in the best CRM, like Salesmate, is its built-in email tracking functionality, delivering instant insights into email interactions. Later, this capability equips users to take prompt follow-up actions and engage effectively with their leads and customers.
  3. Integration Options: Indeed, Salesmate offers robust integration options, allowing users to seamlessly connect with various third-party tools and applications, enhancing workflow efficiency and data synchronization.

Standout Functionality

Furthermore, Salesmate, while not a QA software, does stand out in the realm of CRM and sales management tools compared to others. Later, here are three standout features that make it unique. Indeed, Salesmate's highly customizable pipelines allow users to design and tailor their sales processes to their specific needs. Unlike some other CRM tools, Salesmate provides a level of flexibility that ensures businesses can adapt their workflows precisely, from lead generation to closing deals, optimizing their sales processes effectively.

Furthermore, Salesmate excels in its integration options with third-party tools and applications, including verified voicemail drop via Zapier. While numerous CRMs offer integrations, Salesmate's extensive list and the simplicity of connecting with other software set it apart.

Integrations

Indeed, salesmate seamlessly integrates with Gmail and Outlook, enabling users to manage emails directly within the CRM. Indeed, salesmate can be integrated with Google Workspace and Office 365, allowing for synchronization of calendar events, contacts, and emails. Later, this feature enhances efficiency by centralizing key information within the CRM. Indeed, salesmate's support team integration enhances email marketing campaigns by allowing users to sync their team inboxes. Furthermore, this synchronization also enables targeted marketing efforts through SMS and other channels.

Salesmate Pricing

  • Starter Plan: Furthermore, priced at $15/user/month, this plan is suitable for small businesses and startups. Later, it includes features such as contact management, customizable pipelines, email tracking, and basic reporting.
  • Growth Plan: Indeed, at $30/user/month, the Growth Plan is designed for growing businesses. Later, it offers additional features like advanced reporting and analytics, integrations with popular tools, and sales automation capabilities.
  • Pro Plan: Later, the Pro Plan, priced at $50/user/month, is ideal for larger businesses and enterprises. Indeed, it includes all features from the previous plans and adds lead scoring, role-based access control, and API access for custom integrations.

Ease of Use

Later, assessing the user interface and overall ease of use of Salesmate, I find that it offers a relatively intuitive experience. Certainly, the straightforward onboarding process enables users to get started quickly, and the well-structured navigation boasts a clear menu layout that simplifies access to key features.

Customer Support

Because when evaluating the quality of customer support provided by Salesmate, it's generally satisfactory, particularly for users of Salesforce. The company offers various support channels, including email assistance, live chat, and a knowledge base complete with documentation and tutorials to aid users in their Salesforce journey.

Salesmate review screenshot showing webforms.
I appreciate how simple Salesmate's web forms are to set up.

Salesmate Use Case

Furthermore, Salesmate is an excellent fit for businesses across various industries that prioritize efficient customer relationship management and sales processes. Later, its most loyal and avid customers tend to be small to medium-sized businesses looking for a cost-effective solution that offers a balance between flexibility and ease of use.

Who would be a good fit for Salesmate?

Moreover, businesses that value customization and adaptability in their CRM software find Salesmate particularly appealing. Later, it caters to users who want the freedom to tailor their sales pipelines, integrate with various third-party tools, and scale their CRM solution as their business grows.

Who would be a bad fit for Salesmate?

Indeed, most disappointed customers tend to be those expecting extensive enterprise-level features and scalability, which Salesmate, primarily designed for small to medium-sized businesses, may not fully accommodate.

Salesmate FAQs

What is Salesmate software?

Indeed, Salesmate is a CRM and sales management tool designed to help businesses streamline their customer relationship management and sales processes.

What are the pricing options for Salesmate?

Salesmate offers three pricing tiers: Starter Plan at $15/user/month, Growth Plan at $30/user/month, and Pro Plan at $50/user/month. Indeed, they also offer a 15-day free trial.

Can Salesmate integrate with other software?

Yes, Salesmate provides a range of native integrations with popular tools such as Gmail, Outlook, and Mailchimp. Later, it also offers an API for custom integrations.

Is there a mobile app for Salesmate?

Yes, Salesmate offers a mobile app, that allows users to access and manage their CRM on the go.

What industries is Salesmate best suited for?

Indeed, Salesmate is well-suited for a variety of industries, including real estate, consulting, and e-commerce, where efficient sales processes and lead management are essential.

Does Salesmate offer role-based access control?

Yes, the Pro Plan of Salesmate includes role-based access control, allowing administrators to define access levels for different users.

Alternatives to Salesmate

  • HubSpot CRM: Indeed, HubSpot CRM is a popular alternative to Salesmate, known for its comprehensive marketing automation features.
  • Pipedrive: Indeed, Pipedrive is often compared to Salesmate reviews due to its user-friendly interface. Later, it's a great choice for businesses emphasizing sales process optimization.
  • Zoho CRM: Zoho CRM offers robust customization options and a wide range of integrations, making it a suitable alternative for businesses that require extensive flexibility.

Read more about other CRM software if you're interested in some other alternatives. 

Salesmate Company Overview and History

Indeed, Salesmate is a CRM and sales management software company that specializes in helping businesses optimize their customer relationship management and sales processes. Later, it served a diverse range of companies, including small startups, mid-sized enterprises, and sales-driven industries such as real estate and consulting.

Summary

In conclusion, Salesmate offers a versatile CRM and sales management solution with a focus on customization and user-friendliness. Its standout features, such as customizable pipelines and email tracking, make it a valuable tool for businesses seeking to streamline their sales processes.

By Phil Gray

Philip Gray is the COO of Black and White Zebra and Founding Editor of The RevOps Team. A business renaissance man with his hands in many departmental pies, he is an advocate of centralized data management, holistic planning, and process automation. It's this love for data and all things revenue operations landed him the role as resident big brain for The RevOps Team.

With 10+ years of experience in leadership and operations in industries that include biotechnology, healthcare, logistics, and SaaS, he applies a considerable broad scope of experience in business that lets him see the big picture. An unapologetic buzzword apologist, you can often find him double clicking, drilling down, and unpacking all the things.