Salesmate

Salesmate

5 Review(s)

Overview

Salesmate is a unified CRM software that is designed to streamline pipelines and automate outreach to deliver faster deal closures and improve efficiency. While the platform’s reports are slightly hard to read, its integrated support and advanced analytics enhance customer satisfaction.

Overall Rating

Based on 5 users reviews

4.4

Rating Distribution

Positive

100%

Neutral

0%

Negative

0%

Starting Price
Custom

Salesmate Specifications

Contact Management

Lead Management

Opportunity Management

Sales Forecasting

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What Is Salesmate?

Salesmate software is an extensive CRM platform that captures leads, manages contacts and deals, schedules meetings, and automates sales follow-ups. It enables email and SMS outreach, call tracking, lead scoring, and pipeline visualization. The platform facilitates marketing campaigns, ticketing, and customer satisfaction surveys. It also integrates native calling, meeting scheduler, document and quote generation, multichannel communication, and AI‑powered research and summaries, allowing users to achieve sustained business growth.

Salesmate Pricing

Salesmate pricing varies according to the following plans:

  • Basic Plan: $23/user/month
  • Pro Plan: $39/user/month
  • Business Plan: $63/user/month
Get a Salesmate price customized to your business requirements and budget.

Disclaimer: The pricing is subject to change.

Salesmate Integrations

Salesmate integrates with

Users can watch a free Salesmate demo to learn more about its integration functionality.

Who Is Salesmate For?

Salesmate is suitable for the following sectors:

  • Insurance
  • Real estate
  • Education
  • Manufacturing
  • Hospitality
  • Travel
  • Finance

Is Salesmate Right For You?

Salesmate software is a comprehensive CRM system that is suitable for businesses aiming to streamline sales, marketing, and support in a single AI‑driven CRM. It automates outreach, call tracking, and ticketing across pipelines, reducing manual tasks and closing deals faster. The platform also enables segment-based campaigns, behavior triggers, and satisfaction surveys for nurturing relationships.

Still not certain if Salesmate is right for you? Contact our customer helpline at (661) 384-7070 for further guidance.

Salesmate Features

Salesmate offers ‘Unified Sales Management’ to combine lead capture, scoring, email and text campaigns, AI‑powered prospect research, and deal tracking into one central platform. It automates tasks from follow‑ups to workflow assignments, boosting productivity and improving conversion rates.

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The software’s “Smart Emails’ integrate seamlessly with contact and pipeline data, turning contact information and performance metrics into connected email campaigns. Its real‑time analytics track opens, clicks, and bounce rates, allowing teams to optimize each outreach.

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The platform allows users to create, customize, and visualize multiple processes tailored to products, services, or teams. Its drag‑and‑drop deal cards flow through stages while built‑in lead scoring and ‘Smart Flows’ automation ensures no opportunity slips.

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The system centralises live chat, email, calling, and texting within one unified inbox enabling real‑time multi-channel customer engagement. Its automated chatbots and shared team inboxes facilitate routing and context-aware follow-up.

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Pros And Cons of Salesmate

Pros

  • Provides built‑in AI agents for sales and support

  • Supports mobile apps for iOS and Android

  • Offers a 15-day free trial

  • Integrates with various tools

Cons

  • Advanced features require onboarding effort

  • Higher tiers required for advanced automation features

Salesmate Reviews

Total 5 reviews

4.4

All reviews are from verified customers

Rating Distribution

5

Stars

40%

4

Stars

60%

3

Stars

0%

2

Stars

0%

1

Stars

0%

Share your experience

GA

Giancarlo A.

Business Services, 1-10 employees

5.0
November 2024

“Perfect CRM Solution

Pros

I'm absolutely thrilled with this CRM. After trying at least six different systems, this one finally hits the mark. The pricing is fantastic, you really can't beat it for what you get. What really impressed me was the customer support. Whenever I got stuck on something, they responded quickly and actually solved my problems instead of just giving me the runaround. The layout makes perfect sense and honestly, it has every feature I could think of needing. They're really smart about helping you save money too, if you're not ready for certain automations, they'll show you workarounds. Same thing with the dialer, if it's not your thing, they'll recommend other companies that integrate easily. The platform is incredibly open and flexible. All the APIs and Zapier integrations you could want are there. Plus, they're genuinely willing to train you on everything. This has blown away my expectations completely.

Cons

The software occasionally has minor glitches but nothing that significantly impacts daily use.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

CK

Cameron K.

Social Media, Advertising, Marketing, 500+ employees

5.0
July 2024

“Smart CRM with Support

Pros

The interface is incredibly simple, making it easy to manage our entire sales pipeline without any difficulty. Automation features are a huge time saver, we can focus on actually closing deals instead of getting bogged down in administrative tasks. Integration with our existing tools works flawlessly which has really increased our overall productivity.

Cons

The mobile site feels sluggish at times and doesn't always work as smoothly as I'd like. We run into small bugs here and there that can be annoying.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

8

Functionality

10

NWG

Nicole W. G.

Admin, 101-500 employees

4.0
June 2019

“Best to grow business

Pros

I appreciate how flexible this system is with its user-friendly design that keeps everything organized while automating those time consuming marketing tasks. It's really helped us simplify our sales processes and make our marketing campaigns more effective. The technical support team deserves a shout-out too, they're incredibly professional and patient, always ready to help sort out any issues or mistakes our team runs into.

Cons

Currently don't have any major issues but I feel the interface could use some improvements and there are a few features that would be helpful to add. I've already shared these suggestions with their tech support team and they said they'd review my proposal and get back to me soon.

Rating Distribution

Ease of use

8

Value for money

8

Customer Support

9

Functionality

8

View All 5 Reviews

Frequently Asked Questions

Yes, Salesmate does offer an API.

Yes, Salesmate does offer a mobile app.

Salesmate supports English language only.

The vendor offers customized pricing plans according to different business needs. It offers a Basic Plan at $23/user/month, a Pro Plan at $39/user/month, and a Business Plan at $63/user/month. Get a customized Salesmate cost breakdown for your business today.

Salesmate integrates with ActiveCampaign, AWeber, BigCommerce, Brevo, Clearbit, Dialpad, DocuSign, and more.

The typical users of Salesmate include sectors like insurance, real estate, education, manufacturing, hospitality, travel, finance, and more.

Salesmate offers support through community, knowledge base, phone support, blog, eBooks, webinars, videos, and more.