Salesmate CRM Software Review

Salesmate
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Pros

  • Affordable pricing
  • Exceptional pipeline management features
  • Plenty of time-saving automation tools
  • Robust built-in calling system
  • Solid mobile apps
  • Good customer service

Cons

  • Weak lead management features

ABOUT

Salesmate is a cloud-based CRM application meant to help businesses streamline and simplify the process of converting potential clients into customers. As its name suggests, it is especially efficient for sales teams, helping them organize their sales processes and closing more deals. The platform is the second company founded by Samir Motwani, a computer-engineer-cum-business-graduate from India. Motwani’s first company was a successful digital product development company called RapidOps. While running RapidOps, the entrepreneur observed that his sales team spent a chunk of their productive hours on manually inputting and monitoring sales-related tasks and data.

He found the same to be true of traditional CRM platforms and so hit upon the idea of developing a user-friendly application that automated these time-consuming but necessary processes. With the two by-words of automation and simplicity in mind, Motwani designed and launched Salesforce in 2016. Despite its fledgling status, the software is slowly but surely gaining traction in the crowded CRM market segment. In the span of a few years, it has won multiple software awards and is generally well-reviewed by its users. At present, the company, headquartered in Charlotte, NC, employs around 100 people and has a growing base of over 2500 users.

Who is Salesmate For?

Salesmate’s two-tiered pricing structure, while affordable for SMBs, excludes microbusinesses, solo-entrepreneurs, and startups with tight budgets. Similarly, the platform’s features do not have the range and depth of functionality that enterprise customers look for, such as lead scoring and social media tracking abilities. For these reasons, the software is a good fit mainly for small and medium-sized businesses. When it comes to industries, Salesmate can meet the needs of a wide range of business types, from real estate and construction to digital agencies and SaaS companies. Any SMB business that has a sales-focused outlook can benefit from this platform.

PRICING

The software has two pricing plans, and both have monthly and annual billing options. The annual plans come with a discount of 20%. More importantly, the company offers users a 15-day free trial sans any credit card details. You get unlimited access to all the software’s features during the free trial. What’s more, if by the end of your trial, you still have not made up your mind about the app, you can contact the company’s reps, and they will extend your testing phase.

Here is a comparative look at Salesmate’s pricing plans:

Plan

Starter

Growth

Price/User/Month

$15 Billed Monthly

Or

$12 Billed Annually

$30 Billed Monthly

Or

$24 Billed Annually

Contact Management

Yes

Yes

Deal Management

Yes

Yes

Multiple Pipeline Management

Yes

Yes

Email Tracking

Yes

Yes

Click To Call

Yes

Yes

Workflows

10

25

Number of Emails

250/User/Day

500/User/Day

Standard Reports

Yes

Yes

Custom Reports

Yes

Sequences

5 Sequences/User

Product Management

Yes

Goal Management

Yes

Email Scheduling

Yes

Text Scheduling

Yes

File Storage

2 GB/User

5 GB/User

Security Roles

Fixed Roles

Custom Roles

FEATURES​

  1. Lead Management
  2. Pipeline Management
  3. Activity Management
  4. Automation
  5. Sequences
  6. Built-In Calling
  7. Product Management
  8. Reports

1. Lead Management

Salesmate’s lead management features are a bit lackluster and heavily dependent on your app closet. For example, while the software does not have a webform or popup builder of its own, it integrates with several third-party builders to capture incoming leads from your website. Likewise, there is no way to qualify or score inbound leads. You will have to either use another app or your sales acumen for that. What Salesmate does give you in this department is the ability to segregate your leads and then assign them to appropriate sales reps for follow-up actions.

2. Pipeline Management

While the software is lightweight in the lead nurturing, capturing, and qualification department, the story changes entirely once a lead is in your pipeline. Salesmate offers users exemplary and easy pipeline management. For one, while the platform offers you a default pipeline with five stages, you can set up a custom pipeline that reflects your business’ sales cycle. There is no limit on the number of stages you can add to a pipeline. Once set up, you can reorder the stages by dragging or editing them. What’s more, the software allows you to configure and manage multiple pipelines, a boon for businesses with different sales departments.

The software’s pipeline view is a very visual and user-friendly one. It is like a Trello board in that each stage is represented as a separate column. This gives it an easy functionality where you can simply drag-and-drop a deal from one column to another when you want to move it down the pipeline. Within each deal, you can assign a monetary value and estimated close date, loop in the appropriate sales reps, and attach any necessary files or emails to it. Also, you can add notes and create follow-up activities such as scheduling a phone call or setting up a meeting with a client. A bonus is that once you have scheduled an activity, you can send a calendar invite or an email to your client right from within the deal itself.

3. Activity Management

By default, Salesmate comes with four activity types. These are calls, tasks, meetings, and demos. However, you can add an unlimited number of custom activities. In addition, you can configure outcomes for each activity, so your sales team can quickly record what happened with each and move on to the next task at hand. The software allows you to start and schedule activities from almost every page, be it from a contacts page, company page, or the deals dashboard. It also gives you a to-do list view of all your scheduled activities, making it easier for you to plan them. Notably, you can configure a two-way sync of your activities calendar with your Microsoft and Google calendars to ensure there are no overlaps.

4. Automation

This being a core value of the software, it had better be a robust one. Thankfully, Salesmate does not disappoint in this area. The platform has several automation features that take care of administrative and repetitive tasks. First, you can set up workflows to automate a host of activities, from automatically enrolling a contact from a web form to automatically assigning leads to employees based on different criteria such as location, department, or experience. Second, you can set triggers to spontaneously create activities as the lead moves from one stage of the pipeline to another. The software then automatically tracks each activity, so managers have clear oversight over scheduled activity versus overdue ones.

Third, you can set up activity or follow-up reminders, so nothing falls through the cracks. The software will send you in-app, email, and push notifications at the set date and time, reminding you of the task at hand. Finally, you can automate the process of sending sales emails to your customers. This way, the system takes care of promotional tasks such as sending a welcome email or a birthday/anniversary wish without you having to remember to do so. Another time-saving feature here is that you can set up smart reminders that notify you if a customer hasn’t opened or replied to an email even after a set number of days so that you can plan a follow-up accordingly.

5. Sequences

One of their latest feature additions, Salesmate’s Sequences tool, is an extension of their sales automation module. With it, you can set up email and text drip campaigns with as many stages and activities as you like. As per the nature of your business, you can set delays between two activities to ensure that you are communicating with your clients regularly too. What’s nice here is that you can add both email and text messages to your campaign.

Since text messages have a proven higher open rate than emails, this is a nice way to ensure your customers are reading your communication. In addition, you can tailor and personalize the emails and texts, which is another way the software helps increase the likelihood of customer response. Once a sequence is set up, the platform allows you to bulk enroll customers into it. Importantly, even if you have clients in different parts of the world, the software sends out your communication only at the optimal time in each customer’s time zone.

6. Built-In Calling

Salesmate boasts of a robust in-built telephony system that allows you to make outbound calls and receive inbound ones without having to set up any additional equipment. The software enables you to purchase toll-free numbers from them so your customers can place free calls to you. These cost an additional $1.10/number/month along with standard call rates. You can also purchase multiple local numbers to assign to your employees.

Using these, sales reps can initiate an outbound call either from their browser or phone with a single click. With incoming calls, the platform identifies the caller and pulls up their customer profile, complete with smart insights and communication history, so reps know who they are dealing with. Besides, you can decide how incoming calls are handled, either routing it sequentially or simultaneously to your sales employees until one of them picks.

There’s a ton of activity that reps can do while attending a call. If the caller is new, they can easily create a contact on the fly. Furthermore, they can add pertinent notes and schedule a follow-up call while talking too. The platform also allows you to record calls for quality control purposes automatically. The recorded calls are archived as MP3 files for you to go through later. Other telephony features include call-forwarding, recording a custom welcome greeting or a voicemail message, and call transfer capabilities.

7. Product Management

The software’s product management feature is a useful tool for businesses that sell products and services. It allows you to keep an inventory-like list of your items, furnished with details such as a name, description, image, SKU code, and a sales price. As with most of its features, you can add an unlimited number of custom fields to the product form if you are not happy with the default ones that the software offers.

In addition, Salesmate allows you to store multiple variations of a product as well. For example, you can add a phone with different internal memory variants. You can also set up different prices for a product in various currencies based on a customer’s location. This is especially beneficial for businesses that have a worldwide clientele. Importantly, you can associate a product with a deal, in which case, the intuitive software automatically adds the product price to the overall deal value.

8. Reports

This CRM platform’s reports tool syncs data from all the other modules in real-time to give you up-to-date business information. It has around 20 standard reports in 6 different categories. These give you an analytical insight into areas such as activities, deals, sales, pipelines, customers, and email performance. Each category has around three to four subdivisions that allow you to track key sales-performance indicators that give you an overview of the health of your business.

If that isn’t enough for you, you can use the software’s report builder to generate custom reports. Here, you can include whatever module or submodule that you want. The app also has a plethora of filters you can use to customize these reports further. What’s more, you can choose to generate a visual representation of your reports using columns, funnels, line or bar graphs, and pie charts. Generated reports can be downloaded as a CSV file.

 

INTEGRATIONS

Numbering in at 31, Salesmate has a modest amount of integrations. While the software does not have the impressive integration numbers of Zoho CRM or HubSpot CRM, it does integrate with Zapier, thereby opening itself to thousands of third-party connections. Also, the software has a secure API platform you can use to create custom integrations. The company is also working on an SDK platform targeted at developers.

Here are some of Salesmate’s important integrations:

  • Zapier
  • G Suite
  • Slack
  • Clearbit
  • MailChimp
  • Shopify
  • Squarespace
  • RingCentral
  • ActiveCampaign
  • WordPress
  • AWeber
  • Quickbooks Online
  • Microsoft Calendar

More About Salesmate CRM Software

Set Up And Ease Of Use

Signing up for Salesmate is a straightforward affair that involves authenticating your email address and inputting some basic business information. After you log in for the first time, the software greets you with a welcome dashboard that outlines a 3-step process to get you going. These are syncing your email accounts, adding contacts, and inviting your teammates to join. Each step has a link that takes you to the appropriate module, where further instructions await you. In addition, the software allows you to import a lot of this data in bulk from external sources such as your Google Contacts account or CSV or Excel files, further simplifying the onboarding process. Furthermore, the app comes with demo components pre-installed, such as a sample company and a sample deal, which helps you get a handle on how things work.

The platform is an extremely user-friendly one. The interface, though a bit plain, is easy to navigate through. You can find all the software’s main modules housed on a vertical menu on the left side of the screen, from which you can toggle back and forth from the various screens. Further, the app has a plethora of keyboard shortcuts that will help you quickly move between its modules. There is also a bright-green ‘quick-add’ button on the right upper corner of the screen that lets you perform actions such as adding contacts, deals, activities, and products as well as send an email out no matter what dashboard you are on.

Device Compatibility

Desktop Browser App

Android App

iOS App

Windows Phone App

Apple Watch App

X

X

 

The software’s Android and iOS apps have the same set of features and user-friendly interfaces as the desktop version. Consequently, you can do everything from managing your deals and updating records to making and receiving customer calls while on the go. In addition, the mobile apps come with a geolocation feature that displays all the contacts close to your current location so that you can maximize your field trips.

Customer Service

Salesmate offers all its users, paid or on free-trial, 24/5 email, and live chat support. The live-chat option, in particular, is robust with the company’s reps typically taking just a few minutes to reply. If needed, they will also conduct remote screen-sharing sessions, should an issue require it. Additionally, the app boasts of a well-developed self-help section. This knowledgebase comes with extensive resources, complete with startup guides, feature documentation, product updates, tips and tricks, FAQs, video tutorials, and even a section with free sales templates.

Online Security

This CRM platform has in place all the standard security measures that we expect from an online platform these days. These include:

  • Secure HTTPS connections
  • Two-factor authentication
  • IP restrictions
  • Data segmentation between accounts
  • SSL and 256-bit AES data encryption
  • User access controls
  • Daily data backup

PROS AND CONS

PROS

  • Affordable pricing
  • Exceptional pipeline management features
  • Plenty of time-saving automation tools
  • Robust built-in calling system
  • Solid mobile apps
  • Good customer service

CONS

  • Weak lead management features

CONCLUSION

Salesmate’s only negative feature is its weak lead nurturing and capturing tools. Aside from those, there is not much to complain about this CRM platform. It is affordable, user friendly, provides stellar pipeline management abilities, and takes the burden of repetitive, administrative tasks off your sales team’s shoulders. It has certainly achieved the twin mantras of simplicity and automation that its founder envisioned while developing the platform. If you already have lead nurturing tools in place and are looking for a CMS tool to streamline your sales processes, then Salesmate should be among the top contenders. The good thing is that, should you want to explore the software’s features, the company’s 15-day free trial is there for the taking.

 

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