Salesmate : Full Review, Testing, and Presentation (2024)

What is Salesmate?

Salesmate is a customer relationship management (CRM) system focused on improving sales management and optimizing business processes.

It is aimed at small businesses as well as large corporations. This cloud-based CRM software offers features for tracking sales, managing customer data, and creating email marketing campaigns.

Salesmate also offers an interactive and user-friendly user interface that can be accessed from smartphones and computers.

This CRM helps increase the productivity of sales teams by providing analytical and forecasting tools for better management of sales activities.

Features

Here's an overview of Salesmate's core features:

1. 360° Contact Management

Salesmate offers complete contact management, allowing a global view and effective follow-up.

• Import and Automatic Enrichment: Integration with various sources for simplified management.
• Advanced Filtering and Segmentation: Intuitive tools to organize and search contacts effectively.

This feature is crucial for optimal contact management, which is essential for any customer-focused business.

2. Visual Sales Pipeline

Effectively visualize and organize deals at various stages.

• Intuitive interface: Ease of use and effective deal management.
• Automation and Collaboration: Tools to automate tasks and improve collaboration.

A powerful tool to optimize the sales process and improve productivity.

3. Smart Emails

Maximize the effectiveness of your email campaigns.

• Two-way sync: Integration with the main email services.
• Follow-up and Personalization: Tools to optimize customer engagement.

A key feature for effective and targeted communication.

4. Smart Queue

Automate and prioritize daily tasks.

• Priority Management: Effective planning and execution of tasks.
• Customization: Adaptability according to the needs of the user.

Ideal for increasing efficiency without overloading the user.

5. Automated sequences

Manage the follow-up of prospects in an automated way.

• Emails, Texts, and Follow-ups: Effective combination for regular interactions.
• Customizing Campaigns: Adaptation to the specific needs of each prospect.

An essential tool for maintaining regular and meaningful contact.

6. Integrated telephony

Simplify communications with an integrated phone system.

• Easy calls: Click-to-call function for easy calls.
• Registration and Follow-up: Tools for in-depth call analysis.

Facilitates communication and improves the effectiveness of sales teams.

7. Activity Management

Track and manage tasks effectively to increase productivity.

• Personalization and Collaboration: Tools for optimal business management.
• Tracking and Reporting: Analysis of performance and progress.

Crucial to ensure effective management of business activities.

8. Advanced reporting

Get valuable insights to guide decisions.

• Visual analyses and reports: Tools for a clear understanding of performance.
• Customizing Reports: Adaptation to the specific needs of the company.

An asset for any company looking to rely on data for its decisions.

9. Product Management

Manage and track your products effectively.

• Product Creation and Monitoring: Tools for simplified product management.
• Product Sales Reports: Product performance analysis.

Facilitates product management, allowing businesses to focus on sales.

These Salesmate features cover a comprehensive range of tools needed to optimize sales, marketing, and customer management processes, making Salesmate a robust choice for businesses of all sizes.

Customer Support

While Salesmate offers a lot of features, its customer support has shortcomings. It lacks options such as a toll-free number for general inquiries. Here are the current means of support:

1. Contact form : Available to send requests without a specified response time.
2. Cat : Accessible 24/7 during the week, but with response times often longer than the 5 minutes announced. Agents may have trouble understanding requests.

Salesmate customer support requires improvement, especially in a context where quick and effective responses are expected.

Pricing

Salesmate offers various monthly and annual pricing packages, tailored to various business needs. Each rate is billed per user.

Monthly packages

• Basic : $29/month. Includes pipeline management, an integrated call and text system, and web forms.
• Pro : $49/month. Adds single sign-on (SSO) and Security Integration Markup Language (SAML), and an email scheduler.
• Business : $79/month. Offers advanced security, IP restrictions, and team management features.
• Enterprise : Price on estimate. Includes a custom dashboard, unlimited permissions, and an account manager.

All plans include a 15-day free trial with no need to provide credit card details.

Alternatives to Salesmate

1. HubSpot CRM

HubSpot CRM is a comprehensive customer relationship management platform, appreciated for its intuitive interface and rich features. It is especially suitable for businesses looking for an all-in-one solution for marketing, sales, and customer service.

Features

• Complete contact management
• Marketing and automation tools
• Detailed reports and analyses

Pricing

• Free for basic features
• Paid plans starting at €41/month

SEE MORE: Try HubSpot CRM 100% free

HubSpot CRM differs from Salesmate by its integrated platform, offering a broader ecosystem for marketing and sales operations.

2. Zoho CRM

Zoho CRM offers a customer management system that focuses on sales automation and integration with a suite of professional tools. Ideal for those looking for advanced customization and tight integration with other Zoho applications.

Features

• Multi-channel customer management
• Automating sales processes
• Multiple integrations

Pricing

• Free for limited features
• Paid plans starting at €12/user/month

SEE MORE: Try Zoho CRM 100% free

Compared to Salesmate, Zoho CRM offers greater customization and expanded integration options.

3. Pipedrive

Pipedrive focuses on simplicity and efficiency, providing an intuitive user experience for managing sales. It is a good choice for SMEs looking to simplify their sales processes.

Features

• Easy user interface
• Customer communication tracking
• Customizable reports

Pricing

• Starting at 12.50€/user/month

SEE MORE: Try Pipedrive 100% free

Pipedrive is known for its user-friendly interface, making it more accessible for small businesses compared to Salesmate, which can be more comprehensive but also more complex.

Final Verdict

Salesmate is a CRM software for very user-friendly sales, equipped with a dynamic dashboard system. It comes with a variety of features and services that can be used depending on the subscription plan. Salesmate offers various benefits such as the synchronization of third-party applications that saves time and improves performance.

At the same time, it needs a lot of improvements such as customer support, increased text character limits, access to more emails in the starter package, and the inclusion of social media platforms.