# Markate Reviews **Vendor:** Markate **Category:** [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) **Average Rating:** 4.8/5.0 **Total Reviews:** 3 ## About Markate Personalized invoicing, estimates, scheduling, appointment reminders, work orders which can all be emailed on the field ## Markate Pros & Cons **What users like:** - Users find Markate to be **very easy to use** , enhancing daily communication and client interaction effortlessly. (2 reviews) - Users appreciate the **responsive customer support** of Markate, always receiving timely assistance and communication. (1 reviews) - Users love the **easy communication** features of Markate, enhancing client interactions and support responsiveness. (1 reviews) - Users appreciate the **effective email marketing** of Markate, enhancing client communication and support responsiveness. (1 reviews) - Users love the **real-time data** from Markate, enabling timely client updates and enhanced communication efficiency. (1 reviews) - Users praise Markate for its **user-friendly interface** , making it incredibly easy to navigate and use. (1 reviews) **What users dislike:** - Users report **significant bugs** with Markate, particularly with invoice duplication and changes causing complications. (1 reviews) - Users face **connection issues** with QuickBooks, resulting in duplicate invoices and challenging invoice adjustments. (1 reviews) - Users face **connectivity issues** with QuickBooks, leading to doubled invoices and client information complexities. (1 reviews) - Users often face **delays** due to bugs and issues with invoice changes, requiring frequent adjustments and fixes. (1 reviews) - Users report **error issues** that can complicate processes, though Markate works hard to resolve them quickly. (1 reviews) - Invoice Issues (1 reviews) - Learning Curve (1 reviews) - Linking Issues (1 reviews) - Software Glitches (1 reviews) - Technical Issues (1 reviews) ## Markate Reviews ### 1. Essential Daily Tool with Outstanding Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2025 **What do you like best about Markate?** We use Markate every single day! Markate allows us to send a message to the clients letting them know we are on the way. We love to be able to see when they view or accept an estimate as well. The customer support always get back to us. **What do you dislike about Markate?** There are definitely some bugs that need to be worked out and we are all learning together. One thing is, connecting to QuickBooks - we did that one time and it doubled all of our invoices and clients, so now we have to keep them separate. Also, sometimes we have issues with invoices once sent, if they are changed. BUT for the most part - Markate always figures out any issues we have and works hard to correct them. **What problems is Markate solving and how is that benefiting you?** Markate helps us stay organized and our team knowing where they are going and the clients know when to expect us by the touch of a button we can say we arriving. I do like that I can also track everyone's hours and know how much time was spent on a job! ### 2. CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin K. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Markate?** Makate is very easy to use this is what I like most about the software. **What do you dislike about Markate?** I haven't found anything that I dislike about this software. **What problems is Markate solving and how is that benefiting you?** Markate makes it easy for me to stay on schedule, and manage client relationships. ### 3. Markate Changed my Business **Rating:** 5.0/5.0 stars **Reviewed by:** Alaina F. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2021 **What do you like best about Markate?** It allows me to keep track of all our appointments, send reminder emails and texts, and keep track of invoices and payments. **What do you dislike about Markate?** It is a newer program, so there have been some kinks to work out. They usually work with me and make new things happen if needed. **Recommendations to others considering Markate:** They are fantastic to work with. When I needed something added or changed, they worked on it quickly and have helped with everything I've reasonably asked for. **What problems is Markate solving and how is that benefiting you?** I have been able to plan and schedule better. Its made it easy to keep track of payments, send invoices, and have all of my customers information in one place. ## Markate Discussions - [What is Markate used for?](https://www.g2.com/discussions/what-is-markate-used-for) - [View Markate pricing details and edition comparison](https://www.g2.com/products/markate/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+15%3A28%3A03+-0500&secure%5Bsession_id%5D=42a76e79-5eeb-4694-99a5-5c68fe9faf11&secure%5Btoken%5D=a591a3543f68ab20a09bf63bdf3d11a6c7e6e8be2cdf5cec92e4667955f0cc85&format=llm_user) ## Markate 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 **Email Marketing** - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Online Marketing** - Landing Pages and Forms - Dynamic Content - A/B Testing - Mobile Optimized - Search Tracking and Optimization **Text Messaging** - Bulk SMS - Two-Way Text Messaging - Text Scheduler - Automatic Replies - Automatic URL Shortening - MMS Marketing - Personalization - Transactional SMS **Generative AI** - AI Text Summarization - AI Image-to-Text **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Online Behavior Tracking - Automated Alerts and Tasks - CRM Lead Integration **Before the Job** - Calendar - Dispatch - Roles - Booking **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring - Budgeting **On the Job** - Location - Employee Communication - Behavior Monitoring - Client Notifications - Field Sales **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising **After the Job** - Reports - Analytics - Invoicing - CRM Integrations **SMS Platform** - Reporting - Automation - White Label - Text-to-Landline - Short Codes - API Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics - SEO / Keyword Analytics **Agentic AI - SMS Marketing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Field Service Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation **Generative AI** - AI Text Generation **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications ## Top Markate Alternatives - [FieldPulse](https://www.g2.com/products/fieldpulse-fieldpulse/reviews) - 4.7/5.0 (350 reviews) - [Jobber](https://www.g2.com/products/jobber/reviews) - 4.6/5.0 (499 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,160 reviews)