---
title: Infosite Sales-Mate Reviews
meta_title: 'Infosite Sales-Mate Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Infosite Sales-Mate works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 1
  scale: '5'
date_modified: '2026-04-02'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# Infosite Sales-Mate Reviews
**Vendor:** Infosite Technologies  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 1
## About Infosite Sales-Mate
SALES-MATE is an effective customer relationship software (CRM). Keeping Track of prospects Keeping Track of quotes Sales representatives plan their time better




## Infosite Sales-Mate Reviews
  ### 1. Magical and Fantastic Sales Aid

**Rating:** 4.5/5.0 stars

**Reviewed by:** Brenda F. | Sales Representative, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 18, 2021

**What do you like best about Infosite Sales-Mate?**

Infosite Sales availability to people and companies is one beneficial thing.
Again, the exploration of untapped marketing concerns is another merit.
The fruitful and responsive assistance team is a drastic supporting aid.

**What do you dislike about Infosite Sales-Mate?**

Infosite Sales problem was its compatibility with IOS, which the developer took time and established a suitable version. The Apple products users also feel the enjoyment we have.

**Recommendations to others considering Infosite Sales-Mate:**

Infosite Sales is everything in one package for sales support. The considerable burden of managing what should be done when is all resolved by Infosite Sales.

**What problems is Infosite Sales-Mate solving and how is that benefiting you?**

Infosite Sales meet the sales mess we had in our system, and it gave us the right path or blueprint to follow. Again, Infosite Sales directional steps with procedures in managing every cost and revenue is another operational capability.


## Infosite Sales-Mate Discussions
  - [What is Infosite Sales-Mate used for?](https://www.g2.com/discussions/what-is-infosite-sales-mate-used-for)

- [View Infosite Sales-Mate pricing details and edition comparison](https://www.g2.com/products/infosite-sales-mate/reviews?open_modal_url=%2Fproducts%2Finfosite-sales-mate%2Fwishlists%3Fhost_path%3D%252Fproducts%252Finfosite-sales-mate%252Freviews%26source%3Dsticky_header_pin&section=pricing&secure%5Bexpires_at%5D=2026-08-13+08%3A31%3A30+-0500&secure%5Bsession_id%5D=64049c15-03a6-49d7-b073-4f09fbaad5c5&secure%5Btoken%5D=f92e013b2a2d8cb5771d4404755744a1659790dce3559e153c112d64bbe0eb4d&format=llm_user)

## Infosite Sales-Mate Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

## Top Infosite Sales-Mate Alternatives
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,688 reviews)
  - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,242 reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,301 reviews)

