Salesmate CRM: Manage Sales With Multiple Pipelines

Company Overview

Salesmate, founded in 2016 and headquartered in Charlotte, NC, has quickly become a prominent CRM software provider. The company caters to various industries and business sizes, offering a comprehensive tool suite to streamline sales processes and enhance customer relationships. By providing flexible solutions, Salesmate supports clients across various geographical locations, helping businesses optimize their sales operations globally. The company’s focus on ease of use and scalability makes them a preferred choice for small to medium-sized enterprises looking to grow their customer base and improve sales efficiency.

Salesmate’s CRM platform has robust features to automate and simplify key business processes. These features include multiple pipeline management, workflow automation, and advanced reporting options that offer businesses valuable insights into their sales performance. The platform also supports lead generation through web forms and integrates seamlessly with popular tools like Gmail, Zapier, and WordPress, making them highly adaptable for modern businesses.

In addition to their extensive feature set, Salesmate strongly emphasizes data security. They are ISO and SOC2 certified and utilize AES-256 encryption to protect client data. This commitment to security and their powerful CRM tools position Salesmate as a reliable and effective solution for businesses seeking to enhance their sales processes and customer relationships.

Features & Services

• Contact management: Salesmate CRM offers a streamlined 360° contact management feature, ideal for small businesses looking to manage contacts and relationships efficiently. Easily import leads, enrich profiles automatically, and track all interactions to ensure informed communication. The platform simplifies workflow management by automating contact assignments and enabling bulk actions, making it easier to handle large contact lists and improve sales productivity
• Sales pipeline management: Salesmate CRM simplifies pipeline management with a clear, visual representation of deals at every stage. This ease of use allows for quick organization, prioritization, and follow-up, improving overall sales performance. Automation tools help eliminate manual tasks, while team inbox features enhance collaboration by centralizing all communications. Real-time insights into pipeline health ensure you stay on top of your sales processes
• Smart emails: Salesmate CRM enhances email outreach with real-time tracking, personalized templates, and automation. Integrated with Gmail, they allow seamless email management directly within the CRM. The team inbox feature facilitates collaboration, while automated email campaigns optimize engagement and conversion rates
• Smart queue: The Smart queue feature boosts sales productivity by automating daily tasks and calls, enabling your team to focus on closing more deals. This feature also functions as a power dialer, streamlining the calling process and improving overall sales performance
• Sequences: Automate follow-ups with Salesmate CRM’s sequences feature, combining emails, text messages, and activities to ensure consistent engagement. This flexibility allows for personalized outreach at optimal intervals, improving the efficiency of your sales process
• Customizations: You can tailor Salesmate CRM to your business needs with extensive customization options. Build multiple pipelines, define custom fields, and set user roles to maintain data security and streamline operations. The platform supports multiple currencies and time zones, making it versatile for international business plans
• Mobile CRM: Salesmate’s mobile CRM apps for iOS and Android allow you to manage contacts, deals, and activities on the go. The apps integrate email, call tracking, and notifications, helping you stay organized and keep track of your work
• Built-in phone: Salesmate’s built-in VoIP system simplifies calling with click-to-call functionality and automatic call logging. Text messaging is also supported, allowing for bulk texting and personalized messages. Power dialer and virtual phone numbers enhance your global reach and credibility
• Activity management: With customizable activities, you can keep track of all tasks, ensuring team collaboration and consistent sales performance. Notifications and detailed reports provide insights into team efficiency, helping you make informed decisions
• Reporting and analytics: Salesmate CRM offers robust analytics and visual reporting to track sales performance and optimize processes. Custom reports and goal-oriented tracking helps drive business growth with detailed insights into sales activities and pipeline management
• Product management: Salesmate CRM’s product management feature allows you to manage and track products within deals, supporting multiple currencies for international sales. Generate reports to gain insights into product performance and adjust pricing strategies as needed
• Web forms: Salesmate allows you to create customizable web forms to capture leads and automatically store them in your CRM. Automated workflows ensure timely follow-up and lead segmentation, improving lead generation and conversion rates
• Messenger: You can connect with customers in real-time using Salesmate’s Messenger, enhancing customer support and engagement. Customizable chat widgets and availability settings ensure prompt responses, improving the customer experience and brand presence
• Meeting scheduler: Salesmate’s meeting scheduler integrates with Google and Microsoft 365, simplifying the booking process. Automated notifications and round-robin scheduling ensure efficient meeting management and seamless team coordination
• Marketing automation: You can automate all marketing efforts with their tools. Create personalized drip campaigns, segment users based on actions, and integrate with platforms like Zapier for seamless workflows, improving customer relationship management
• Sales automation: Salesmate CRM reduces manual tasks, enabling your team to focus on closing deals. Automate data entry, customer onboarding, and follow-ups to enhance sales productivity and engagement. Salesmate also offers a free trial, allowing businesses to experience their core CRM features firsthand

Pricing Plans

Salesmate CRM provides a range of pricing plans and add-ons to suit different business needs, ensuring flexibility and scalability.

• Basic Plan: This plan costs $23 per user/month when billed annually or $29 per user/month when billed monthly. It includes essential features such as contact management, email sync, multiple pipeline management, standard dashboards, workflow automation, built-in calling and text, web forms, and a layout builder
• Pro Plan: Priced at $39 per user/month when billed annually or $49 per user/month when billed monthly. The Pro plan includes all Basic features and additional tools like product management, goal management, team inbox, custom roles, field-based permissions, and custom dashboards
• Business Plan: The most popular option is $63 per user/month when billed annually or $79 per user/month when billed monthly. It includes all Pro features, advanced options such as team management, custom modules, a power dialer, more layouts, formula fields, IP restrictions, and increased workflow and sequence limits
• Enterprise Plan: This plan is designed for larger sales teams and offers customized pricing. It includes all the Business plan features, with added benefits like a dedicated account manager, personalized onboarding, priority support, a dedicated instance, unlimited dashboards, and advanced permissions

Add-ons

• Automation journeys: Available across all plans, this add-on costs $10 monthly for ten workflows. It allows you to automate and nurture leads, perform personalized outreach, and automate repetitive tasks
• Conversation Inbox: This add-on enhances lead capture and customer support. This is available starting at $12 per user/month when billed annually ($144 per user/year) or $15 per user/month when billed monthly
• Sandy AI: Sandy AI is an AI co-pilot who assists with scheduling meetings, replying to emails, and generating content. It is available by invitation on the Pro, Business, and Enterprise plans
• Dedicated IP Address: This add-on costs $150 monthly and provides a dedicated IP address for your email marketing. It helps you control your sending reputation and improve email delivery. It is available on Pro, Business, and Enterprise plans
• Calling credits: Additional phone credits, starting at $10, allow you to make and receive calls across all plans. This includes features like text and MMS, call forwarding, and voicemails
• Extra workflows: For $10 per month for ten workflows, you can set up workflows to automate tasks. This add-on is available on the Pro, Business, and Enterprise plans
• Extra sequences: This add-on costs $10 per month for ten sequences and allows you to automate email and text follow-ups. It is available on the Pro, Business, and Enterprise plans

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Advantages

Telephony and text functions

Salesmate offers built-in telephony and text messaging capabilities, allowing users to make calls, send texts, and manage communications directly within the CRM. This integration streamlines communication processes and keeps all interactions in one place.

Chrome extension

This extension lets users access detailed contact information directly from Gmail without leaving the CRM. It provides relationship intelligence by automatically identifying contacts in emails and offering insights into current deals and scheduled activities. Additionally, Salesmate allows users to add new contacts directly from Gmail, saving time and improving efficiency. Their engagement intelligence features help track email performance, including open rates, clicks, and responses, allowing users to optimize their email strategies. Automation intelligence lets users schedule emails to be sent at optimal times, even across different time zones, ensuring timely communication with clients.

Integration capabilities

Salesmate works seamlessly with your existing tools, offering out-of-the-box integrations with over 700 apps, including Google Apps, Microsoft Apps, Zapier, QuickBooks, and Slack. These integrations enable your team to build a seamless workflow, ensuring that Salesmate fits smoothly into your existing processes and enhances overall productivity.

Drip email campaign

The platform’s drip email campaign feature allows businesses to automate their email outreach. Setting up a series of personalized emails allows you to nurture leads over time, improving engagement and conversion rates.

Free trial

Salesmate offers a 15-day free trial, which allows users to explore and experience the platform’s features without any financial commitment. This trial is a great way to determine if Salesmate is the right fit for your business.

Mobile app

For iOS and Android users, Salesmate’s mobile CRM app allows sales teams to manage their sales pipelines, contacts, and activities from anywhere, anytime. The app provides real-time access to crucial information, instant notifications, and multi-channel communication through emails, calls, and texts. Whether on the move or working remotely, the mobile CRM ensures you can update records, collaborate with teammates, and never miss an opportunity.

Product management

Salesmate’s product management feature allows businesses to keep track of all products within the CRM. Users can create and customize product entries with details like SKU codes, tags, prices, and variants. The platform also enables the association of multiple products with deals, providing a complete view of each transaction. Businesses can track product performance, manage inventory, and adjust pricing to close more deals. Generating detailed reports on product sales and trends helps businesses make informed decisions and optimize their offerings.

Disadvantages

No free plan

Salesmate does not offer a free plan, which may limit accessibility for businesses with tight budgets. Smaller companies or startups may struggle to justify the investment, especially when starting.

AI assistance as an add-on

While Salesmate offers AI-driven tools like Sandy AI for scheduling, content generation, and task management, these advanced features are only available as paid add-ons. This additional cost might be prohibitive for businesses looking to access AI capabilities without increasing their budget.

Steep learning curve

Salesmate’s extensive feature set and customization options can be overwhelming, particularly for new users or those unfamiliar with CRM systems. It requires a significant time investment to fully understand and utilize all the tools effectively. This learning curve could delay the platform’s implementation and reduce initial productivity as teams adapt.

Data migration as an additional service

For businesses moving from another CRM, Salesmate offers data migration services at an additional cost. This can increase the initial setup expenses, especially for companies with large datasets or complex data structures. Additionally, reliance on a third-party service for data migration might introduce data integrity and continuity risks.

The User Experience

While Salesmate does not currently have a profile on the Better Business Bureau, they hold a 3.8 out of 5 on Trustpilot, a 4.6 out of 5 on G2, a 4.7 out of 5 on Capterra, and an impressive 9.8 out of 10 on TrustRadius.

Positive feedback

Customers consistently expressed satisfaction with Salesmate, praising their ease of use and intuitive interface, which make managing daily activities straightforward. Many users highlighted the platform’s robust feature set, including pipeline organization, contact management, and the ability to log all communications in one place, significantly enhancing productivity.

Customers also lauded the CRM’s integration capabilities, particularly the seamless syncing with other tools and platforms and the intelligent tracking features for email campaigns. Additionally, Salesmate’s exceptional customer support was frequently mentioned, with users appreciating the quick resolution of issues and the helpfulness of the support team. Overall, customers were impressed with Salesmate's capacity to streamline their sales processes, personalize workflows, and offer useful insights.

Negative feedback

Customers expressed concerns with various aspects of Salesmate, particularly highlighting areas where the platform could improve. Some users were dissatisfied with the cost of calling and text messaging, noting that the expenses can add up quickly, making it necessary to manage interactions carefully to avoid high monthly bills.

Others pointed out issues with email tracking, mentioning that it could be more accurate, as it sometimes shows incorrect locations or logs the sender’s opens. The connectivity of the voice dialer was also mentioned as a drawback, with some users experiencing occasional lag or delays in the system, which affected their overall experience.

Additionally, customers found that setting up the system and customizing features could be complex, requiring a learning curve, especially for new users. While Salesmate offers a rich feature set, this complexity sometimes results in slower performance on the mobile app and difficulties with importing contacts. Users also noted that automated workflows and certain features could be buggy, requiring frequent contact with support to resolve issues. This was particularly frustrating for users who felt that their productivity was hindered by having to spend time troubleshooting these problems.

Customer Support & Service Options

Customers can reach Salesmate's support team through live chat or by submitting a form on their website. Additionally, users can book a demo, access their blog, explore a support portal, and utilize a wealth of comprehensive resources to help them navigate and maximize the platform's features.

Conclusion

Salesmate has proven themselves as a versatile and dynamic CRM platform that caters to businesses of all sizes, offering a comprehensive suite of features designed to streamline sales processes and enhance customer relationships. From their robust contact and pipeline management to advanced automation tools and seamless integrations, Salesmate provides a powerful solution for businesses looking to improve efficiency and productivity.

While the platform offers numerous advantages, including an intuitive interface, strong integration capabilities, and exceptional customer support, it is crucial to consider some potential drawbacks. The absence of a free plan, the additional costs of AI-driven tools, and the steep learning curve for new users may present challenges for some businesses.

Overall, Salesmate delivers a strong value proposition with their rich feature set and customizable options. They have received positive feedback from users for their ability to simplify sales processes, provide valuable insights, and support effective customer relationship management.

To find other CRM solutions that better fit your needs, check out our reviews of the top providers and use our comparison tool to help narrow down your options. Additionally, our blog posts offer in-depth details about CRM software.

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