Salesmate CRM: Full Review, Top Features, and Prices

About Salesmate

Salesmate offers industry-based solutions for customer relationship management that promise to help you grow your business as you close more deals with its feature-rich platform. Some of the industries that Salesmate supports are:

• Real Estate
• Construction
• Law Firms
• Saas
• Higher Education
• Small businesses

Salesmate has earned several awards and recognitions for best and top-rated CRM software by many reviewing websites, and it is rated five stars for ease-of-use and value for money. Salesmate offers you a 15-day free trial to try out its fully-featured CRM software before committing to a paid subscription.
 

Salesmate Key Features

Contact Management

Salesmate CRM provides you with seamless communication over multiple channels. You get a unified view of all your contacts where you can manage them according to their business types and prioritize them to your needs.

You can create multiple pipelines for different contacts and get a clear view of their journey with a graphical timeline containing complete information on their history, activities, conversations, and details.

You can also create and perform bulk activities on several contacts in one go. Such activities include sending text messages, emails, and notifications. Your activities and sales tasks are also tracked, so you stay informed of upcoming tasks with reminders.

Moreover, you can filter your contacts and assign them various tags and over 50 filters for easier access and segmentation. A search bar will also allow you to find every piece of information regarding your contacts.
 

Sales Pipeline

Sales pipeline management brings you complete clarity over the sales pipeline and every customer's journey as you create multiple sales pipelines that fit your business. It eliminates the guesswork from the sales process and allows automation tasks at each stage. In addition, you get to know the health of each deal in real-time.

Sales pipeline management allows you to quickly spot and remove sales roadblocks such as overdue activities or other reasons. Salesmate will enable you to capture deals from anywhere without any repetitive data entry. You can send new deals to your sales pipeline from your website's contact and lead generation forms.

Salesmate will automatically link your conversations to the right contacts and deals, and you are notified when a prospect opens your emails or clicks through the contents, which allows for quick follow-ups while retaining their attention.

Lastly, Salesmate sales pipelines provide valuable insights into your sales performances. You get sales forecasting, pipeline insights, goal tracking, and sales team insights.
 

Sales Automation

Sales automation will empower your sales reps to close deals faster as excessive manual work will be reduced. You can reach out to engaged leads with the right message at the right time without the conversational clutter so you can stay relevant with contextual content. You can also automatically assign deals or tasks to your sales team.

Furthermore, sales automation will allow you to create onboarding processes for your customers. As soon as a customer signs up, a number of onboarding emails can be automatically sent to help them get started, so they get acquainted with your product or service faster.

You can use automation to send bulk personalized emails as well. You can send congratulatory emails to your customers on their special days to build strong customer relationships. Follow-up emails can also be automated, so you never miss closing a deal. You can build your own sales sequence to stay connected with multiple prospects and build lasting relationships.
 

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Built-in Calling

Salesmate CRM provides you with a virtual phone system where you can get local numbers for your team. Salesmate's built-in VoIP phone system allows you to call your clients from anywhere with its desktop and mobile application. You are provided with a toll-free and virtual phone number for over 80 countries with specific area codes.

You can easily transfer calls between your team members, take notes and track call outcomes as you go. You can also schedule calls and let the Salesmate VoIP dialer do the calling. Calls can also be forwarded to your smartphone or to your voicemail whenever you are not in the office, so you never miss any important calls.

Salesmate's built-in VoIP phone system will also automatically distribute calls in sequence among your team. You can also record your calls to capture crucial information to assess your team's performance and provide them with valuable feedback.
 

Text Messaging

Salesmate CRM platform packs a text messaging platform that allows you to send SMS texts to your prospects and customers. You can send bulk texts with promo codes, discounts, and reminders. Moreover, you can create text message marketing campaigns with pre-built templates and gain powerful insights into your campaign reach and performances.
 

Marketing Automation

Salesmate CRM allows you to streamline and automate your marketing processes. You can create personalized campaigns to send emails and messages tailored to your prospects by setting certain triggers and conditions.

Moreover, you can run A/B test campaigns to analyze your strategies, reach a wider audience, and track your emails' open rates, click-through rates, and reply rates.
 

Google Integration

Salesmate CRM integrates with all Google applications, which allows you to sync and import your contacts, calendar, and emails, in addition to using Google Drive to store your files and documents seamlessly.
 

Customizations

Salesmate CRM allows you to customize your CRM platform to your business's needs and to your liking. Customizations include:

• Deal pipeline and stages building
• Custom fields for contacts
• Custom activity types
• User roles and access control
• Custom views and reports
• Multiple currencies and time zones
   

Product Management

A great feature that Salesmate CRM offers is the ability to add and integrate your products into its software. You can customize product descriptions, tags, SKU codes, and their different variations and pricing.

Product management will help you associate products with a deal and adjust their prices easily by providing your prospects discounts. Lastly, you can track your products' performance and generate reports based on their sales and popularity.
 

Salesmate Plans and Prices

Salesmate offers a 15-day free trial, risk-free, where you can try out its features and services before committing to a subscription. Its plans are:

Starter plan: $12/user/month or $144 billed annually

Its features include the following:

• Contacts, Companies, Deals
• Email Sync, Tracking & Templates
• Multiple Pipeline Management
• Standard Dashboard & Reports
• Workflow Management
• Built-in Calling & Text
• Web forms
• Lists

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The Growth plan: $24/user/month or $288 billed annually

The Growth Plan includes everything in the Starter plan, plus the following:

• Product Management
• Goal Management
• Email Reminders & Scheduling
• Team Inbox
• Custom Dashboard & Reports
• Date based Workflows
• Custom Roles
• SSO/SAML integration
   

Boost Plan: $40/user/month or $480 billed annually

The Boost plan packs everything in the Growth plan, in addition to:

• Team Management
• Increased Team Inbox Limits
• Smart Activity Queue
• Power Dialer
• Voicemail Drop
• Smart Activity Queue
• IP Restriction
• Increased Workflow & Sequence Limits
   

Enterprise: Quote-based

The Enterprise plan is the fully-featured CRM package you get from Salesmate, and it includes everything from the previous plans plus:

• Dedicated Account Manager
• Personalized Onboarding
• Priority Support
• Dedicated Instance
• Dashboards - Unlimited
• Increased Workflow Limits
• Permissions - Unlimited
• Increased Sequence Limits
   

Extra Add-ons

Salesmate also offers extra add-ons to provide you with further features and enhancements:

Automation Journeys - $30 for 1,000 per month

Messenger - $12 per user per month

Dedicated IP Address - $150 per month

Calling Credits – starting from $10

Extra Workflows - $10 per month for 10 workflows

Extra Sequences - $10 per month for 10 sequences

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Customer Support

You can reach the Salesmate team through live chat or by submitting a form on their website. Many resources are also available on their website, which includes video guides, sales insights, a support portal, product updates, and product integrations.
 

Final Thoughts

Salesmate CRM is one of the top-rated CRM software on the market; it is highly rated and positively reviewed by its customers and several review sites. Salesmate CRM offers comprehensive and rich features that will boost your business's sales and efficiency.

Its mobile application, compatible with both Android and iOS, allows you to access all your business data and perform your tasks and operations from anywhere. You can book a free demo with Salesmate's team and try out its fully-featured package with its 15-day free trial.