Salesmate

After trying EVERY CRM I could find on Google THIS IS IT!

Comments: Amazing. Simply awesome. All I needed was a CRM that could 1. Send and receive emails in 2. Contact new leads from 3. Track email opens 4. Have a pipeline tracking feature 5. Have a way to create tasks 6. Allow me to use my signature. Those aren't crazy requests I don't think but out of allllllll the CRM's I tried they all either wanted way too much money for 1 of those features or didnt do them right. Ill say more about this in the next section.

Pros:

I tried literally every CRM I could find on Google and nothing worked until I found Salesmate. I'm honestly struggling to write this review only because I keep rambling on about features I love that it gets way too long. Bottom line for me is this just works! It's so easy to use, easy to set up, every feature works (which may sound weird but I have had at least 10 other CRM's that features didn't work right or I had to do some kind of workaround to have a basic email workflow), the layout is fantastic, the mobile app works great, the price is good - I can't fault this! And when I say I tried every other CRM I could find, I mean it. I didn't try Salesmate sooner because I couldn't find it sooner. I can't recommend Salesmate enough and again - I have tried SO MANY other CRM's including Hubspot, Zendesk Sell, Nutshell, Pipedrive, Keep, Salesforce, Monday.com, ClickUp, Airtable, the list goes on and on and on. This is honestly the best. Just sign up for Salesmate. If you are still reading, just do it!

Cons:

The only thing I can say is within the deals page when you click on a deal I wish that was laid out a little better. But I am truly nitpicking here. You can work everything just fine, I have had no issues, it's so easy to keep track of everything, I just wish this one page was a little easier but in my opinion that is not a reason to avoid this platform. Again, just sign up. I love everything about this platform. I will say, I haven't experienced the customer service yet but there is a chat icon right at the top of the screen and already that is better than a lot of other CRM's I've tried.

Alternatives Considered: Thryv, Airtable, Nutshell, Salesforce Sales Cloud, Zendesk Sell, monday.com, Keap, ClickUp and HubSpot CRM

Reasons for Choosing Salesmate: I was using Hubspot pretty exclusively and honestly they were great until I had issues. Then it went up in flames. My emails started going to spam whenever I sent them from Hubspot (not anywhere else). After finding 5 different forum threads about this and talking with 3 different reps at Hubspot I got nowhere. So I had to switch. And I am SO happy I did. Hubspot was great and the fact it was free was awesome but the second I needed help it became a nightmare and I had to then transfer alllllll my data from years of work over to a new platform (still doing that...). So I highly recommend just starting with a great platform like Salesmate and growing into that.

Switched From: Zendesk Sell and HubSpot CRM

Reasons for Switching to Salesmate: This actually wouldn't let me pick all the CRM's I tried because I tried so many. The biggest issues I ran into with all of these other platforms were things like, 1. Not being able to use a custom email signature 2. Email open trackers and reporting going crazy saying the email was opened twice when it wasnt even opened once 3. Not being able to reply to an email within the CRM (that was pretty common....) 4. Being WAY too expensive for simple features 5. Terrible support 6. Really hard to use and navigate UI's 7. Weird workarounds just to email a lead 8. Not being able to say where the lead came from (pretty important for me when working with a lot of different lead sources) 9. Technical problems. I could keep going but that is all I could think of right now. Salesmate does everything and does it well for a very good price.

Absolutely a lifesaver!

Comments: Love it. Before this we were logging things manually and doing SO MUCH copying and pasting. It's just fantastic.

Pros:

Integrated SMS, Email, etc. I tried many different CMS's. This one is by far the best for our situation. We just log in, go through the notifications, etc. Just works. Great follow up features, etc. The templates are such a lifesaver!

Cons:

Email isn't perfectly reliable. SMS needs to be less than 160 characters to be 100% reliable.

Alternatives Considered: Zoho Recruit and Zoho CRM

Reasons for Choosing Salesmate: Dynalist is not really a cms. it has a lot of good features, but certainly not email, sms, etc. We just love it's customization.

Switched From: Dynalist

Reasons for Switching to Salesmate: They were too complicated and kinda expensive. Didn't love their customer support either.

The best CRM for the money out there after years of searching

Comments: It has been top notch since day one, they really go out of their way to please their customers

Pros:

It has the features of the most expensive CRM out there but with a low price tag. Their customer support is wonderful, they really take the time to make sure they solve your challenges, even send you custom walk trough videos making you feel like your are their only and most important customer.

Cons:

Would like integration with WhatsApp Business and would like to be able to send more emails per day so I don't have to hire a third party email marketing tool.

Review of Salesmate

Comments: Utilitarian

Pros:

Pipeline Graphic is easily accessible and digestible

Cons:

The data sharing capabilities could be improved.

Best CRM software for corporations

Comments: It allows enterprises to conclude more agreements quickly. It has an easy-to-use interface and automated procedures, allowing the sales staff to concentrate on the appropriate values at the right time. The email sync works beautifully and syncs all of my email provider's emails.

Pros:

It is a cloud based software, so we can quickly log in from any device, and it supports the appropriate UI on most of the platforms, such as MacBook and Windows. Salesmate is well-designed, simple to use, and provides excellent customer service.

Cons:

As a developing and expanding CRM, Salesmate has to improve in a key area. The automated texting tool in Salesmate is tough to utilise. It is a little expensive software.