# Salesmate Reviews **Vendor:** Salesmate **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.7/5.0 **Total Reviews:** 114 ## About Salesmate Salesmate is an AI-powered Customer Relationship Management (CRM) platform built for mid-market and enterprise teams that need a connected system to run revenue operations at scale. It centralizes customer data, deal pipelines, tasks, and conversations so sales, marketing, support, and revenue operations stay aligned on every account. By bringing execution and visibility into one place, Salesmate reduces operational friction and helps teams move faster from first touch to renewal. Salesmate is designed for organizations scaling across teams, regions, and customer segments - and looking for a CRM that supports structured processes without slowing people down. The platform supports key revenue workflows such as capturing and qualifying leads, managing complex sales cycles, coordinating cross-team handoffs, and tracking performance through reporting and forecasting. Automation through no-code workflows and sequences reduces repetitive work, standardizes best practices, and ensures timely follow-ups without adding unnecessary complexity. A core strength of Salesmate is communication visibility and execution discipline. With seamless email synchronization and tracking, teams can monitor engagement and keep every interaction tied to the right contact, company, and deal. Built-in meeting scheduling improves speed-to-lead and responsiveness, while dashboards and reports give leaders the clarity they need to forecast accurately, identify bottlenecks, and optimize conversion across the funnel. Skara extends Salesmate with CRM-native AI agents that don’t just answer questions - they take action across the customer lifecycle. Skara can engage prospects and customers through real-time conversations, qualify and route inbound leads, book meetings using calendar availability and time-zone logic, and automatically create or update CRM records to keep pipelines clean. Beyond pre-sales, Skara can handle repetitive support requests using knowledge bases, deflect tickets, capture structured data through conversational forms, trigger workflows, assign owners, and escalate complex cases with full context and summaries. For eCommerce and digital-first businesses, Skara also enables conversational commerce use cases such as guided product discovery, answering product and availability questions, handling order status and returns, and capturing high-intent signals that flow directly into the CRM. Together, Salesmate and Skara help mid-market and enterprise organizations operate with greater speed and precision - delivering more qualified conversations, cleaner data, stronger handoffs between teams, and a customer experience that feels responsive and personalized at every stage. ## Salesmate Pros & Cons **What users like:** - Users commend the **responsive customer support** of Salesmate, enhancing overall satisfaction and usability of the software. (16 reviews) - Users find Salesmate offers **exceptional ease of use** , enhancing their experience with accessible features and helpful support. (16 reviews) - Users love the **super clean interface** and exceptional customer care, making Salesmate a highly recommended choice. (14 reviews) - Users praise the **ease of use and exceptional support** of Salesmate, enhancing their lead management experience significantly. (12 reviews) - Users appreciate the **efficient automation** features of Salesmate, significantly saving time and enhancing productivity in their sales processes. (9 reviews) - Users value the **efficiency** of Salesmate, benefiting from streamlined processes and effective automation for improved productivity. (9 reviews) - Feature Richness (9 reviews) - Intuitive (9 reviews) - Simple (8 reviews) - Effective (7 reviews) **What users dislike:** - Users find **integration issues** with Salesmate, noting that workflow automation with other CRMs isn't seamless. (4 reviews) - Users note a **limited feature set** for non-technical users, requiring technical support for advanced configurations. (4 reviews) - Users find that **missing features** like multi-user login and integration improvements limit Salesmate's effectiveness. (4 reviews) - Users note a **learning curve** for advanced configurations, requiring assistance to navigate complex setups and options. (3 reviews) - Users find Salesmate to be **not intuitive** , struggling with advanced configurations and wishing for better user accessibility. (3 reviews) - Users express frustration with the **slow loading times** of Salesmate, impacting user experience and functionality. (3 reviews) - Difficult Setup (2 reviews) - Users find the **email setup challenging** , noting difficulties with domains and needing improvements in email marketing management. (2 reviews) - Email Management (2 reviews) - Lack of Integrations (2 reviews) ## Salesmate Reviews ### 1. Dream Team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising **Reviewed Date:** May 15, 2026 **What do you like best about Salesmate?** What I like best about Salesmate is the combination of a powerful CRM and easy to work with, but what truly stands out is their support team, fast, professional, and always willing to help. Special thanks to Suraj, Pritesh, C.J., and Maahi for their patience, professionalism, and dedication in helping us troubleshoot and resolve multiple system glitches. You can tell they genuinely care about their customers. **What do you dislike about Salesmate?** One area where Salesmate could improve is occasional system glitches involving activities and task associations, which can sometimes create confusion in workflow management. However, their support team has always been responsive and proactive in helping resolve issues quickly and professionally. **What problems is Salesmate solving and how is that benefiting you?** Salesmate helps solve the challenge of keeping leads, follow-ups, tasks, and communication organized in one place. For sales teams like ours, that means fewer missed opportunities, better pipeline visibility, improved team coordination, and more consistent follow-up with prospects. It ultimately helps increase efficiency, save time, and improve conversion rates. ### 2. Affordable, Feature-Rich Solution That Transformed Our Home Service Business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** January 10, 2026 **What do you like best about Salesmate?** Loved how affordable it was, how functional it was, how FEATURE HEAVY it was. It had EVERYTHING we needed to get started with our home service business. We needed a software that would extract our leads from META after someone had filled out a Meta Ad form. SalesMate takes our form information and plugs it into a sales cadence that allows me to either call, text, email, and more. SalesMate saved me tons of time, money, and allowed me to keep my Meta leads neat and organized. I couldn't have grown my business without this software. I was looking at a few competitors but nothing came close to this functionality and price. It has similar functionality levels to Go High Level for a FRACTION of the cost. **What do you dislike about Salesmate?** It could be a bit more visually user-friendly. The software looks a bit outdated. **What problems is Salesmate solving and how is that benefiting you?** I was using SalesMate to track my Meta Leads. Once a Meta form was completed, it would create a contact in SalesMate AND input them into a specific sales funnel. I would then call, text, and email via SalesMate to connect with the lead and book them for a consultation and eventually, book an installation. ### 3. Hands down, the best support out there. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Music **Reviewed Date:** April 23, 2026 **What do you like best about Salesmate?** Support is second to none! These guys will event get hands-on in my code and help me debug my API calls when I'm building out complex Smart Flow integrations. Other support I've experience just says they can't help with code and sends you off to hire one of their "Marketplace Pros" for obscene amounts of money. I asked Suraj for help with and API call that wasn't working and he fixed it in 15 minutes. Amazing! **What do you dislike about Salesmate?** Not much. It's very comprehensive and I really love it. **What problems is Salesmate solving and how is that benefiting you?** It helps me track all my client relationships with ease and tie together all the various apps I use so that I can track all my customer data in one place. ### 4. Innovative Tool to engage customers **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Apparel & Fashion **Reviewed Date:** February 10, 2026 **What do you like best about Salesmate?** We deployed Skara by Salesmate to improve how we engage, support, and convert customers across our ecommerce channels, and it has delivered exactly what we were looking for. Skara’s AI agents handle customer conversations naturally and intelligently, helping shoppers find the right products, answer questions instantly, and move confidently through the purchase journey. It feels much more like a real sales assistant than a traditional chatbot. The platform is easy to configure and flexible enough to adapt as our needs change. We were able to connect our product data and workflows quickly, and Skara started adding value almost immediately across web and messaging channels. We have also seen clear benefits in lead qualification, cart recovery, and reduced pressure on our support team, as Skara can handle repetitive queries 24/7 while keeping conversations contextual and relevant. Overall, Skara by Salesmate has become a strong addition to our ecommerce stack and a reliable partner for driving better customer experiences. Highly recommended. **What do you dislike about Salesmate?** There is a learning curve when it comes to more advanced configurations. Some setup and fine-tuning required involvement from our technical team, as it was not something we could fully manage on our own initially. That said, the Skara team stepped in and supported us closely, helping configure and fine-tune the AI agent to work exactly as needed. Looking ahead, it would be great if these advanced settings were more accessible for non-technical users, with a clearer debug mode that explains in plain language what needs to be adjusted. **What problems is Salesmate solving and how is that benefiting you?** Salesmate is solving several key ecommerce challenges for us, particularly around product discovery, customer conversations, and data fragmentation. With AI Agents, customers can easily find the right products through guided conversations instead of relying only on search or filters, which improves confidence and reduces drop-offs. It also handles common customer questions around returns, orders, and general FAQs in a clear and consistent way, helping build trust while providing instant support. This has reduced friction for customers and taken pressure off our support team. All customer interactions are automatically synced into the CRM, which means we have a single, unified view of each customer. This allows us to run future email and SMS campaigns from one place without jumping between multiple tools, making our marketing and follow-ups more efficient and better informed. ### 5. All-in-One CRM Solution with Exceptional Support **Rating:** 5.0/5.0 stars **Reviewed by:** Preyer F. **Reviewed Date:** January 29, 2026 **What do you like best about Salesmate?** I really like that Salesmate is a great all-in-one solution that keeps everything connected in one interface without needing a full tech stack of different software. The AI features are impressive, and I'm excited to implement them for my clients. The team is very helpful and works with me to troubleshoot and tailor things for my business, which makes it really great for small companies like mine. I'm happy with the setup process too because the tech team at Salesmate was very helpful. It's a great CRM, especially for the price point and what you get, it's really unbeatable. **What do you dislike about Salesmate?** I think maybe one thing is the form flow. It would be better if the forms had a progressive flow where, you click a response, and then it leads to another question rather than just having all of the questions at once. I think the step-by-step forms convert a little bit better. But otherwise, it's a great platform. I don't have any negative feedback right now. **What problems is Salesmate solving and how is that benefiting you?** I use Salesmate because it's a great all-in-one solution that keeps everything connected and has great AI features I'm excited to implement for my clients. ### 6. Effortless Lead Management with Exceptional Support **Rating:** 5.0/5.0 stars **Reviewed by:** Shannon . **Reviewed Date:** January 27, 2026 **What do you like best about Salesmate?** I use Salesmate to easily connect with my leads and keep them all in one place, which helps me track them effectively. I absolutely love Salesmate; it's very easy to use. The support behind it is amazing; the team goes above and beyond to help with anything I need. I love that Salesmate is entry-level and easy to use. It helps me gain confidence with mock calls before talking to potential clients. I appreciate the lead tracking feature and the phone tracking, making it easier to manage everything in one place, leading to more conversions. The demos provided also make closing deals easier. It's honestly the easiest CRM I've used, and I love it. **What do you dislike about Salesmate?** Nothing, the support is great **What problems is Salesmate solving and how is that benefiting you?** I use Salesmate to keep all of my leads in one place, ensuring I don't miss follow-ups. The AI keeps everything well-organized, and the mock calls help me gain confidence before talking to potential clients, making it easier to get more conversions. ### 7. Simple CRM with Strong Automation Capabilities **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software **Reviewed Date:** April 23, 2026 **What do you like best about Salesmate?** Salesmate has been easy to use and helps manage contacts, deals, and communication in one place. The automation and Smart Flow features save time, and the support team is responsive when needed. **What do you dislike about Salesmate?** At times, there’s a bit of a learning curve when setting up advanced features, but once configured, everything works smoothly and reliably. **What problems is Salesmate solving and how is that benefiting you?** Salesmate helps us centralize all customer data, communication, and deal tracking in one place, which improves visibility and team coordination. The automation features reduce manual work and ensure timely follow-ups, helping us stay organized and respond to leads more efficiently. ### 8. The Ultimate CRM Solution for Seamless Client Management **Rating:** 5.0/5.0 stars **Reviewed by:** Joe R. **Reviewed Date:** February 18, 2026 **What do you like best about Salesmate?** I love the super easy user interface and the well thought out and laid out modules in Salesmate. It makes creating workflows simple, and I appreciate having an all-in-one solution for texting, emailing, and keeping track of sales and communications, as well as creating email templates. I also like that it was very easy to set up, though it did take some time to explore the modules. Overall, Salesmate meets all my expectations and solves many of my needs as an insurance broker. **What do you dislike about Salesmate?** Nothing **What problems is Salesmate solving and how is that benefiting you?** I use Salesmate as a one-stop solution for managing clients, communication, and tracking sales. It simplifies calls, texts, emails, and the entire sales journey. ### 9. Great CRM for Lead Tracking, Needs Stronger Support **Rating:** 5.0/5.0 stars **Reviewed by:** Satnam S. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 01, 2025 **What do you like best about Salesmate?** We’re a wedding planning company with a 10-member team, and we mainly use Salesmate for CRM and lead tracking. The platform has really simplified the way we manage and track lead status, which has directly improved our lead conversions. **What do you dislike about Salesmate?** Its customer support definitely needs improvement compared to other CRMs I’ve used. If support were stronger and there were an option for a multi-user single login, Salesmate would easily be the best CRM I’ve worked with. **What problems is Salesmate solving and how is that benefiting you?** The UI is one of the best I’ve worked with—clean, simple, and intuitive helps me track lead conversions and reporting. Salesmate makes it easy to know exactly where each lead stands in the sales process, and that’s been a big win for us. ### 10. Easy-to-Use CRM with Great, Intuitive Setup and Support **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle S. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2026 **What do you like best about Salesmate?** Their CRM is very easy to use. Their support is great when I have needed help but it's intuitive to setup. **What do you dislike about Salesmate?** There really hasn't been anything that I dislike. **What problems is Salesmate solving and how is that benefiting you?** They have been my CRM and tracking assets ### 11. Only CRM I will ever use **Rating:** 5.0/5.0 stars **Reviewed by:** Bryan H. | Business Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 05, 2025 **What do you like best about Salesmate?** It is such a good all around system of keeping track of everything happening with your business. It has automations built in, so many ways to stay organized, and it's always improving. The customer service is second to none as well- the Salesmate team is always there to answer your questions and help, anytime of day. They truly want to provide the best for us. **What do you dislike about Salesmate?** I don't really dislike anything. The only things I dislike are simply the things I haven't had the time to fully learn and understand, but that's on me to spend more time digging in to all the options and features and getting a handle on them. **What problems is Salesmate solving and how is that benefiting you?** They are allowing me to stay organized in my business and to help me automate so many different tasks that would otherwise take me much longer to complete. ### 12. Salesmate is a Powerful, User-Friendly CRM with Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Arad R. | marketing manager, CEo, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2025 **What do you like best about Salesmate?** What I like best about Salesmate is how intuitive and clean the interface is. It’s easy to navigate even for team members who aren’t very tech-savvy. The customization options for pipelines, activities, and automations are powerful yet simple to use, making our daily workflow much more efficient and organized. **What do you dislike about Salesmate?** While Salesmate is great overall, the A2P verification process can take longer than expected, which delays texting features. Also, some of the third-party integrations feel a bit limited or clunky—there’s definitely room for improvement to make them more seamless and robust. **What problems is Salesmate solving and how is that benefiting you?** Salesmate has helped us centralize our customer communication, track every lead in one place, and automate repetitive follow-ups. This has saved us hours each week, reduced missed opportunities, and improved our overall response time. It's made our sales process smoother, more organized, and far more efficient. ### 13. User friendly and efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Heli B. | Marketing Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2025 **What do you like best about Salesmate?** I’m new to CRMs but already so impressed with the customer service and speed at which I’ve received support! Very much looking forward to growing my business over the next couple months with the help of Salesmate. **What do you dislike about Salesmate?** The A2P setup was somewhat complicated but totally doable with the right support **What problems is Salesmate solving and how is that benefiting you?** I needed a system for handling all my customers, creating automations for certain tasks and integrated calling/texting. Centralized systems allow for scaling. ### 14. One of the best budget friendly solutions out there **Rating:** 5.0/5.0 stars **Reviewed by:** Harjas A. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2025 **What do you like best about Salesmate?** The guys have really nailed it with all the features it provides and their customer support every ready to hop on a call. Shifting from another CRM was very user friendly **What do you dislike about Salesmate?** The only thing I feel missing is that multiple users should be able to be logged in from a singular id as to check the progress of their employees. **What problems is Salesmate solving and how is that benefiting you?** To mange the right KPIs with its intutive reports and workflows ### 15. A small business owner's best friend **Rating:** 5.0/5.0 stars **Reviewed by:** Simran R. | Small Business Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2025 **What do you like best about Salesmate?** The customer support is real helpful. It really ensure the software has an ease of use which no other software can compete with. **What do you dislike about Salesmate?** The only thing that bothered was that I needed an urgent help on the weekend which the team was not able to provide. I think so in urgent cases they should do that. **What problems is Salesmate solving and how is that benefiting you?** It helps me manages my incoming leads very efficiently ### 16. Exceptional Responsive Team and CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2025 **What do you like best about Salesmate?** The team is always ready to support with my Qs, incredibly polite and well versed in offering backend support for anything that needs troubleshooting. Their system has made it super easy to develop follow-up sequences with prospects, call, text and email from 1 location and connects smoothly with FB/Meta, which I use often. Highly recommended for folks seeking a one stop shop CRM with exceptional customer service and support. **What do you dislike about Salesmate?** I think it would be great if they offer a sub-account feature in the near future. **What problems is Salesmate solving and how is that benefiting you?** The team is always ready to support with my Qs, incredibly polite and well versed in offering backend support for anything that needs troubleshooting. ### 17. The Best Software for a checklist person **Rating:** 5.0/5.0 stars **Reviewed by:** Eternal W. | Sales Head, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2025 **What do you like best about Salesmate?** I am a wedding planner and there is no better tool out there. Everything from client calls to the integrations like mailchimp, zapier integrations, etc. are managed via 1 software **What do you dislike about Salesmate?** There is no downside to it. Everything and anything you want is available **What problems is Salesmate solving and how is that benefiting you?** I like to track and retain my clients. This is the best software for that ### 18. Salesmate: A Sales Game-Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Priyanka G. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2025 **What do you like best about Salesmate?** Salesmate is a game-changer for me - the interface is super intuitive and the automation features save me so much time, I can finally focus on closing deals! **What do you dislike about Salesmate?** "Honestly, the one thing that's got me scratching my head is that Salesmate's workflow automation with some of my other CRMs hasn't been the most seamless experience - it's like they're still getting their workflow groove on!" **What problems is Salesmate solving and how is that benefiting you?** "Salesmate's been a lifesaver - it's tackling all our sales headaches, from outbound calls to lead tracking, and honestly, it's been a total game-changer for our team!" ### 19. Amazing seamless integration. **Rating:** 5.0/5.0 stars **Reviewed by:** John G. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Salesmate?** Salesmate is the most comprehensive CRM tool out there. They always are adding things to make my business better. If you are looking to scale up, this is a must have. **What do you dislike about Salesmate?** There is nothing that I can say to this point that I dislike about the product. **What problems is Salesmate solving and how is that benefiting you?** It is helping me to see all of the possibilities that I did not know existed in order to help me grow my business. ### 20. BEST CRM!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Giancarlo A. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2024 **What do you like best about Salesmate?** Absolutely love Salesmate! This is my fourth CRM, and I’ve tried at least six others. After extensive research and using various options through my real estate company, I can confidently say that Salesmate stands out. First and foremost, the price point is unbeatable. On top of that, their customer service is truly exceptional. Whenever I encountered an issue I couldn’t resolve, their support team was quick to help and provided effective solutions. The platform is perfectly laid out and includes every feature I could think of. They offer numerous workarounds to help you save money. For instance, if you're hesitant to commit to automations, they provide alternative options. If you’re not satisfied with the dialer, they suggest several other companies you can integrate with. Salesmate's platform is open and flexible, featuring all the necessary APIs and Zapier integrations. I can't praise this product enough! The willingness to train users is also a huge plus. Overall, Salesmate has exceeded my expectations, and I highly recommend it to anyone in need of a robust CRM solution. **What do you dislike about Salesmate?** Its honestly the best. I cannot say it has not met my expectations **What problems is Salesmate solving and how is that benefiting you?** It can text , email, organize. I love the ease of use. I have had other crms and this is so well thought out. And they onboard you very fast ### 21. 10 out of 10 **Rating:** 5.0/5.0 stars **Reviewed by:** Lori P. | Foounder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2025 **What do you like best about Salesmate?** Tech support! Ease of use! Quick response to any interactions. **What do you dislike about Salesmate?** The set up of email domains were the hardest. But with tech supports help, even I was able to figure it out. **What problems is Salesmate solving and how is that benefiting you?** All things in 1 place. My clients, power dialer. Smart Flows. Email. Texting. Easy to connect many moving pieces. ### 22. Best Software for HR Purposes **Rating:** 5.0/5.0 stars **Reviewed by:** Harjas A. | HR Head, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2025 **What do you like best about Salesmate?** This software helps me easily manage the right candidates for our organization **What do you dislike about Salesmate?** Not as intuitive as some of the other software, like Darwinbox. But UX is a lot better **What problems is Salesmate solving and how is that benefiting you?** Helping me manage the organization's HR Needs ### 23. Incredible! **Rating:** 5.0/5.0 stars **Reviewed by:** Olivia W. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Salesmate?** Super clean interface and beyond amazing customer care. I cannot recommend highly enough. I can’t believe I never knew about this software before! **What do you dislike about Salesmate?** So far I haven’t found anything to speak of **What problems is Salesmate solving and how is that benefiting you?** Firstly, the organization problem. Everything is so streamlined it keeps me from missing important pieces ### 24. One of the most users friendly CRM out there. **Rating:** 5.0/5.0 stars **Reviewed by:** Nehad K. | User, Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2025 **What do you like best about Salesmate?** The Integrations and Customer Services are impeccable. If you want to customize the CRM for your Industry, other than salesforce, is the only option we trust. **What do you dislike about Salesmate?** The workflow automation with my other CRM's not as smooth sailing as I wanted it to be. **What problems is Salesmate solving and how is that benefiting you?** It basically solves all of our problems from outbound calling to lead tracking ### 25. Efficient CRM with Great Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Cameron K. | Marketing & Comms Business Partner, Enterprise (> 1000 emp.) **Reviewed Date:** July 24, 2024 **What do you like best about Salesmate?** Salesmate's intuitive interface and robust feature set make managing our sales pipeline effortless. The automation features save us a significant amount of time, allowing us to focus more on closing deals. The integration with various other tools we use is seamless, enhancing our overall productivity. **What do you dislike about Salesmate?** The mobile website could use some improvements in terms of speed and functionality. Occasionally, we experience minor glitches that can be a bit frustrating. **What problems is Salesmate solving and how is that benefiting you?** Salesmate is effectively solving several key problems for our sales team. Firstly, it centralises all our customer data and interactions in one place, eliminating the need for multiple tools and reducing data silos. This centralisation allows us to have a 360-degree view of our customers, which significantly improves our ability to manage relationships and follow up on leads. Additionally, the automation features are solving the problem of repetitive manual tasks, such as sending follow-up emails and scheduling appointments. This automation not only saves us time but also ensures that no lead is neglected, thereby increasing our conversion rates. The detailed reporting and analytics capabilities of Salesmate are solving the problem of tracking and measuring our sales performance. With access to real-time data and customisable reports, we can make more informed decisions, identify areas for improvement, and optimise our sales strategies. Overall, Salesmate is benefiting us by increasing our efficiency, improving our customer relationship management, and providing valuable insights that drive better sales outcomes. **Official Response from Salesmate CRM:** > We're thrilled to hear that our intuitive interface and powerful features have made managing your sales pipeline effortless and boosted your productivity through seamless integrations. We're also glad that our automation tools are saving you valuable time, allowing your team to focus on what matters most—closing deals. We appreciate your feedback regarding the mobile website. We're continuously working on improvements to enhance the speed and functionality, and your input helps us prioritize these updates. It's great to know that Salesmate has been instrumental in centralizing your customer data, automating repetitive tasks, and providing actionable insights through detailed reporting. We're committed to helping you achieve even greater efficiency and success. Thank you for choosing Salesmate! ### 26. Salesmate Review - Michael **Rating:** 5.0/5.0 stars **Reviewed by:** Michael G. | Regional Account Manager VIC/ TAS/ NZ, Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2024 **What do you like best about Salesmate?** I've had the pleasure of working with Salemate for our business needs, and I couldn't be more impressed with their services. Their platform is intuitive and user-friendly, making it easy to manage our operations efficiently. What truly sets Salemate apart, though, is their exceptional support team. The business representatives have been consistently professional, responsive, and genuinely invested in our success. Salemate has significantly benefited our sales team by streamlining our processes and providing valuable insights that have boosted our productivity and sales performance. The tools and features available have empowered our team to work more effectively, manage leads better, and close deals faster. The automation and analytics provided by Salemate have allowed our sales team to focus on what they do best, which is selling while reducing administrative tasks. Every interaction with Salemate's support team has been positive, and their expertise and dedication have played a crucial role in our smooth experience. I highly recommend Salemate to any business looking for top-notch service, support, and a positive impact on their sales operations. **What do you dislike about Salesmate?** Nothing So Far! Its A Great Plaform For Any Sales Team! **What problems is Salesmate solving and how is that benefiting you?** Salesmate greatly benefits a sales team by streamlining sales processes and enhancing overall productivity. Its intuitive platform offers a range of tools, including lead management, sales automation, and detailed analytics, which help sales professionals focus on closing deals rather than administrative tasks. The automation features save valuable time, while the insights provided by analytics help in making informed decisions and strategising effectively. Additionally, the platforms seamless integration capabilities ensure that all sales activities are organized and accessible in one place, ultimately leading to improved efficiency and higher sales performance. ### 27. Good CRM - Easy of use **Rating:** 4.0/5.0 stars **Reviewed by:** Luca F. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2024 **What do you like best about Salesmate?** Very simple to set up and use to follow your Sales Process Possibility to create efficient automation UX and Kanban board Quick Support from Salesmate team **What do you dislike about Salesmate?** Newsletter/Email marketing management need to be improved Need to work a bit on the integrations **What problems is Salesmate solving and how is that benefiting you?** We're managing very well our Sales Process with basic sales automation and support on manual processes ### 28. Great Tool For Getting Contact and Making Deals. **Rating:** 4.5/5.0 stars **Reviewed by:** Tejas P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2024 **What do you like best about Salesmate?** Really love the fact how easy it is to design a customer journey and set the right permissions for my organization. The seamless integration with softwares such as Mailchimp are also an added bonus **What do you dislike about Salesmate?** All in all it is a pretty comprehensive tool but more features for customer service would be greatly appreciated **What problems is Salesmate solving and how is that benefiting you?** Salesmate help our consultancy to track clients those require SEO and other digital marketing services. The only drawback is it works 24/5 which means at times when I require support on weekends its tough to get through to them ### 29. A good option for new businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Karan Singh A. | Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2024 **What do you like best about Salesmate?** Salesmate is an excellent option for my startup. The main advantage that I had using this CRM over other CRMs such as Freshsales Suites has been that I have seen is that a user can edit and change the fields as per different deal pipelines making it easier for my sales managers to customize their fields and provide more clarity on different deals. Also, my PandaDoc integration works seamlessly and customer support is very good so props to that **What do you dislike about Salesmate?** The integration with third-party lead generation companies such as Justdial could be easier, other than no dislikes as such. **What problems is Salesmate solving and how is that benefiting you?** Salesmate helps my sales business managers track the status of high-end wedding clients and create a process through which I can filter the best deals and provide them best packages suited for them ### 30. Salesmate is too good **Rating:** 5.0/5.0 stars **Reviewed by:** Steve D. | Software Technician, Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2024 **What do you like best about Salesmate?** The way it displays the information all in one place. We need not look for different pages. It is more like a one stop shop for info. And the Customer support is great. **What do you dislike about Salesmate?** It lags sometimes. And the dialers won't work **What problems is Salesmate solving and how is that benefiting you?** One stop shop for all our Information storage. ### 31. Best CRM for startups **Rating:** 4.5/5.0 stars **Reviewed by:** Richa S. | Marketing head, Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2024 **What do you like best about Salesmate?** Everything about Salesmate is great. Lead management and automations make it so easy to use & organise. **What do you dislike about Salesmate?** It is a little hard to recover the lost contacts or leads sometimes. **What problems is Salesmate solving and how is that benefiting you?** Salesmate has made our Lead management & nurturing so smooth & time saving. Now we don't have to waste hours classifying a lead, it automatically gets fetched, classified & uploaded in the CRM from our Hubspot forms. ### 32. Robust CRM and Simple For Easy Use. Can work on the Reports Section though **Rating:** 5.0/5.0 stars **Reviewed by:** Gouraj S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 26, 2024 **What do you like best about Salesmate?** The option of editing the fields in the pro plan itself is a boon. Integrates well with lead generation platforms and provides a clear path for an end-to-end lead closing process **What do you dislike about Salesmate?** Maybe a periodically data exporting tool would be great. **What problems is Salesmate solving and how is that benefiting you?** It helps my team to perfectly track cold clients and the easy integration with the likes of Meta and Google gives me an added advantage in minimizing lead response time ### 33. After using sales mate very convenient t use with less issues **Rating:** 5.0/5.0 stars **Reviewed by:** Smitha V. | Sales Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 05, 2024 **What do you like best about Salesmate?** Easy to use, quick customer support, number of features are more **What do you dislike about Salesmate?** Nothing as of now everything is good easy to use **What problems is Salesmate solving and how is that benefiting you?** To contact the us clients its very convenient to track contacts and calls ### 34. A Budget Friendly CRM providing a user friendly experience **Rating:** 5.0/5.0 stars **Reviewed by:** Ronak B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2024 **What do you like best about Salesmate?** Salesmate is super easy to use and one can customize the fields required as per the requirement of the business. Email templates and Customer Support are the main features I like about this software **What do you dislike about Salesmate?** Reports can be better as they are hard to interpret and require a lot of customization. **What problems is Salesmate solving and how is that benefiting you?** It helps me manage my banquet's business and understanding the know-how of the banquet industry. ### 35. A Great CRM With a Good UI & UX **Rating:** 4.5/5.0 stars **Reviewed by:** Akshata S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2024 **What do you like best about Salesmate?** Have been using salesmate for quite a while and very happy with the support that the team provides. **What do you dislike about Salesmate?** More integrations with telecalling softwares would be appreciated **What problems is Salesmate solving and how is that benefiting you?** We use Salesmate for calling hot leads of people looking for a banquet hall. The filteration process from contacts to deal modules is the deal breaker for us! ### 36. Affordable, feature-packed, and rock solid **Rating:** 5.0/5.0 stars **Reviewed by:** Elliot D. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2024 **What do you like best about Salesmate?** High quality software at an affordable price (waay cheaper than HubSpot for a startup). I love that I can have a chat bubble, sales contact form, and demo meeting scheduler on my website all powered by Salesmate and all piped directly into the CRM. **What do you dislike about Salesmate?** I'd love to be able to customize the branding of the meeting scheduler. **What problems is Salesmate solving and how is that benefiting you?** - New customer ingress from our website - Deal tracking - Email tracking ### 37. Easy to use and effective **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Food Production | Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2024 **What do you like best about Salesmate?** It intergrates multiple systems into one so you only need to access one program to have all your daily work information **What do you dislike about Salesmate?** Initial input of data can be slow and difficult **What problems is Salesmate solving and how is that benefiting you?** Adding the features that are on the website verison i.e. product lists and price onto the app version ### 38. One Stop Shop Solution for handling your organization Sales Process **Rating:** 5.0/5.0 stars **Reviewed by:** Manikyala D. | Manager Client Acquisition - MVNA, MVNE, MVNO Business Brand Enabler with the Right Strategy & Tools, Mid-Market (51-1000 emp.) **Reviewed Date:** September 21, 2023 **What do you like best about Salesmate?** Salesmate.io is a user friendly tool to work on his/her daily activities - creating, editing and updating. Navigation of the tool is easy - giving a user a comprehensive 360 degrees view of each module - Contact, Account or Deal. **What do you dislike about Salesmate?** Nothing much but i wish Salesmate.io can allow to integrate with databases like ZoomInfo, Calling Tools like Skype. Salesmate.io could improvise on screen performance and resolution. For example - Like outlook, where you see the list of emails in stacked format. **What problems is Salesmate solving and how is that benefiting you?** First Salesmate helped our organization to organize the process of end to end sales process starting from Lead Creation to Closure of the opportunity. Visbility into all kind of activities related to all opportunities. Which helped the organization to have a single view to understand the current and future pipeline along with a visbility into individual teams or members performance of the sales activities. Which is primary importance to any organization. ### 39. Its a good tool especially for sales department. Easy to use and pretty effective. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2024 **What do you like best about Salesmate?** I like that it is sales friendly. often a CRM is more tailored to marketing purposes, Salesmate is very easy to use for sales guys. Yet offers features like bulk mail and sequencing which is very effective. **What do you dislike about Salesmate?** The absence of linkedin API. In my opnion any CRM tool that reduces the admin time for sales while capturing all details is rated very highly. The only time conusimg aspect is that you cant not add a lead directly from linkedin. It would save a ton of time if it was an option. **What problems is Salesmate solving and how is that benefiting you?** Consolidating data, we were using excel files to store data and sometimes not all data was stored and documented. ### 40. Salesmate - a difficult CRM **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2024 **What do you like best about Salesmate?** Salesmate onboarding team was wonderful! We worked with them for months trying to get our CRM integrated into their system. **What do you dislike about Salesmate?** Their CRM is tough. Its complicated and not an easy transition. **What problems is Salesmate solving and how is that benefiting you?** We wanted Salesmate to be our all in one system with CRM and phone. Their integration would have been perfect if we could have gotten it to work for our system. ### 41. New to this **Rating:** 3.0/5.0 stars **Reviewed by:** Åsa K. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2024 **What do you like best about Salesmate?** Easy to send bulk-emails the function to assosiate colleauges with a deal **What do you dislike about Salesmate?** didn't find anything really bad yet, in general I think it is quite easy to use **What problems is Salesmate solving and how is that benefiting you?** helps keeping track of what the other reps are doing, to avoid cross-overs ### 42. Sales mate is Great **Rating:** 4.0/5.0 stars **Reviewed by:** Rasean M. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2024 **What do you like best about Salesmate?** Ease of use intuitive platform makes the aspects of my job easier **What do you dislike about Salesmate?** All the features arent available to me with my level of permissions **What problems is Salesmate solving and how is that benefiting you?** Its making mem far more effective in many aspects of my job ### 43. Monitoring my Sales/Business Development Activities **Rating:** 5.0/5.0 stars **Reviewed by:** Soundar M. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2023 **What do you like best about Salesmate?** Maintaining the customer database and following up the important leads without missing the date and time. Which helps me to maintain my sales funnel and reach out accordingly. **What do you dislike about Salesmate?** As of now I do not find any shortcomings in Salesmate. As a Sales person I have worked with different CRM tools , like others Salesmate can also improvise their UI on timely basis to make it more user friendly. **What problems is Salesmate solving and how is that benefiting you?** Salesmate is helping me to maintain my proper Hot, warm and Cold leads and helping in following up those leads. This way I do not miss any follow-ups and eventually this leads me in building a good pipeline. ### 44. Its very easy to use and very simple compared to another tool. **Rating:** 5.0/5.0 stars **Reviewed by:** Sahana V. | Inside Sales Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** September 28, 2023 **What do you like best about Salesmate?** Easy to access, can store all the Information, easily can be implemented, Can be used frequently, has many numbers of features, Supports the customer, and can be integrated easily. **What do you dislike about Salesmate?** Without saving the contacts if we make a call, it shows multiple names. **What problems is Salesmate solving and how is that benefiting you?** It helps in solving problems like difficulty in emails and call tracking, Sales performance, activities, and Dashboard. It has made it easy to know who has opened our email and who has not, email ids are correct or wrong, and who is doing productive work in an office environment, and all the day-to-day activities information can be captured easily. ### 45. Salesmate - A Cloud based CRM Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Ranjitha G. | Senior Consultant - Client Acquisition , Mid-Market (51-1000 emp.) **Reviewed Date:** September 22, 2023 **What do you like best about Salesmate?** It helps you to connect with all customer touchpoints and have insightful conversations with 360 degree context about each customer, account and deal closures. It also helps to create custom dashboards, email templates, do the sequencing automatically to run your campagins. Easy to track your emails( clicked, opened )and touchbase your customers. **What do you dislike about Salesmate?** Sometimes email tracking system gives us the wrong informtaion on clicked and opened. I feel it can be improved. **What problems is Salesmate solving and how is that benefiting you?** I'm a new user and using it from past 3 months and I dont feel there is a problem using salesmate. ### 46. Email Campaigns **Rating:** 5.0/5.0 stars **Reviewed by:** Janhavi M. | Client Partner, Mid-Market (51-1000 emp.) **Reviewed Date:** September 27, 2023 **What do you like best about Salesmate?** The Best thing I like about Salesmate is I can track who has opened my Mail and clicked on the link I sent. This will make me easier to track the leads who are interested to explore our capabilities. **What do you dislike about Salesmate?** Till now there are no dislikes in the features of Salesmate. **What problems is Salesmate solving and how is that benefiting you?** Salesmate has helped me solve the follwoing problems: 1. Managing the customers' data 2. Tracking the Email emgagement. 3. Keeping track of my Notes and Tasks and Calls. ### 47. It's very User friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Raghu V. | Lead Market Research, Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2023 **What do you like best about Salesmate?** Overview of an account and lead details, It's easy to access and its features. It is easy to create the dashboard based on your requirements. **What do you dislike about Salesmate?** Not much it's a very User friendly tool for any team. **What problems is Salesmate solving and how is that benefiting you?** It's helping us to solve several problems, including sales data, manual tasks, and lack of visibility. And can automate many sales tasks, including lead routing, sending emails, and follow-up emails. ### 48. Very easy to navigate and understand **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2024 **What do you like best about Salesmate?** The ease f adding compnaies and contacts **What do you dislike about Salesmate?** it laacks integration with plugins like Kaspr and LinkedIn **What problems is Salesmate solving and how is that benefiting you?** Keeping track of accounts and client details ### 49. Salesmate is a crm suite which actually reduces your workload and not increase it. **Rating:** 5.0/5.0 stars **Reviewed by:** Labanya R. | Senior Sales Consultant , Mid-Market (51-1000 emp.) **Reviewed Date:** September 23, 2023 **What do you like best about Salesmate?** 1. The uptime - I have hardly found this crm server to be down. 2. GDPR compliant - 3. Intelligent campaign tracking features. 4. 24*7 support **What do you dislike about Salesmate?** We would love to have auto call recording log integration with skype. **What problems is Salesmate solving and how is that benefiting you?** Gives me good email tracking knowledge to retarget my prospects Makes my email campaigns in Europe GDPR compliant Efficient sales progress management ### 50. Feature rich, Great development path, Awesome service team **Rating:** 5.0/5.0 stars **Reviewed by:** Bismark D. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2023 **What do you like best about Salesmate?** Salesmate packs a ton of value delivered with unparalleled simplicity. You get the usual contact and sales pipeline management software for the same price or better than most competitors. On top of this, they really stack up the value. I truly wanted to like both, Zoho & Insightly, but the value and simplicity were not there. On top of the basics, they pack on multiple pipelines, which I use to run various side gigs since I can use more than one email with the CRM. From scheduling software to webforms forms to marketing journeys to web chat apps to calling and texting built into the software, Salesmate is a unique value proposition in the marketplace and is a true game changer. **What do you dislike about Salesmate?** Not much, could be faster loading up. The only peeve I have is the fact that when I click on links to various modules from another module, it lands me on the editing form for that object. Hope that changes. **What problems is Salesmate solving and how is that benefiting you?** So I have several businesses. Salesmate helps me gather leads from websites, use different telephone numbers for each business and helps me segment contact database as needed using tags, and lists. I use a different pipeline for each sales effort and project tracking. It records telephone calls and allows for text messaging. Very flexible tool ## Salesmate Discussions - [Who owns Salesmate?](https://www.g2.com/discussions/who-owns-salesmate) - 1 comment - [Is Salesmate good?](https://www.g2.com/discussions/is-salesmate-good) - 1 comment - [View Salesmate pricing details and edition comparison](https://www.g2.com/products/salesmate/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-18+01%3A46%3A36+-0500&secure%5Bsession_id%5D=5d45de47-9e20-437e-907e-094ece527770&secure%5Btoken%5D=393c62480293e88229ad8fed30415d4fbf822d4c3de65da364b907e6a4a1d4b6&format=llm_user) ## Salesmate Integrations - [BigCommerce](https://www.g2.com/products/bigcommerce/reviews) - [Dialpad Connect](https://www.g2.com/products/dialpad-connect/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Facebook](https://www.g2.com/products/facebook/reviews) - [Facebook for Business](https://www.g2.com/products/facebook-for-business/reviews) - [Google Ads](https://www.g2.com/products/google-ads/reviews) - [Google Meet](https://www.g2.com/products/google-meet/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Instagram for Business](https://www.g2.com/products/instagram-for-business/reviews) - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Jotform](https://www.g2.com/products/jotform/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [Meta Audience Network](https://www.g2.com/products/meta-audience-network/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [n8n](https://www.g2.com/products/n8n/reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [RingCentral Contact Center](https://www.g2.com/products/ringcentral-contact-center/reviews) - [Shared Contacts for Gmail](https://www.g2.com/products/shared-contacts-for-gmail/reviews) - [Shopify](https://www.g2.com/products/shopify/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [WordPress.com](https://www.g2.com/products/wordpress-com/reviews) - [WordPress.org](https://www.g2.com/products/wordpress-org/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## Salesmate 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 **Ticket and Case Management** - Ticket creation user experience - Ticket response user experience - Workflow - Response Automation - SLA Management - Attachments/Screencasts - Ticket Collaboration - Customer and Contacts Database **Core Conversational Capabilities - AI Chatbots** - Controlled LLM Response Generation - Context Maintenance Within Sessions - Natural Language Understanding & Intent Inference **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - Other Outreach Options - CRM Integration - Calendar - Shared Records **Responses** - Personalization - Route To Human - Natural Language Understanding (NLU) **Conversational Platform** - Personalization - Omnichannel - Contextual Engagement - Proactive Engagement **Integrations** - MS Teams Integration - Email Integration - Zoom Integration - Google Meet Integration - Salesforce Integration **Customer Support** - Text - Speech - Knowledge Base **Data** - Reliability - Data Security **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Speech **Automation - AI Agents** - Sales Follow-Up - Customer Interaction Automation - Lead Generation - Document Processing - Feedback Collection **Voice Recognition - AI Voice Assistants** - Voice Recognition **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Agentic AI - Outbound Call Tracking** - Autonomous Task Execution - Natural Language Interaction **Relationship Management - Insurance CRM** - Renewal Management - Client Communication Tools - Lead Tracking - Contact Management - Winbacks - Communication History - Activity Management - Reputation Management **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 **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Communication** - Pop-up Chat - Notifications - Targeted Emails - In-App Messaging - Co-Browsing **Calling** - Record Calls - Generate Location - Call Types - Click-to-Call - Auto Dialer **Analytics** - Open Rates - Link Activity **Incentives** - Commission Calculator - Leaderboards **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Repeatability and Reportability** - Workflow Management - Workflow Performance - Sales Coaching and Insights **Platform** - Conversation Editor - Integration - Human-In-The-Loop **Support Automation** - Intelligent Routing - Seamless Escalation - Transcripts - Self-Serve Support **Branding & Customizatio** - Custom Booking Page - Personalized Links - Personalized Web Embed **Automation** - Ticket Resolution - Customization - Intelligent Routing **Interaction** - Complex Query Handling - Natural Conversation - Understanding - Context Management - Customizability **Generative AI** - AI Text Generation - AI Text Summarization **Autonomy - AI Agents** - Independent Decision Making - Adaptive Responses - Task Execution - Problem Solving **Speech Synthesis - AI Voice Assistants** - Speech Synthesis - Customizable speech - Multiple voice actions **Follow up Automation - Insurance CRM** - Automated Follow-Ups - Marketing Campaigns **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring - Budgeting **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting ** Internal Use** - Customization - Conversation Archiving - Lead Development - Knowledge Base - Team Inbox - Customer Profiles **Contacts** - Personalization - Information Locater - Record Prospect Data **Customizations** - Email Platform Integration - Email Scheduling - Notifications - Email Categorization - Templates **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **Task & Flow Management - AI Chatbots** - Scripted Dialogue & Decision Tree Support - Fallback Responses for Unknown Queries **Performance Analysis** - Coaching - Peformance Tracking **AI and Automation** - Lead Prioritization - Lead Scoring - Best Time of Day Scheduling - Buyer Intelligence - Machine Learning **Automatic Rules & Configurations** - Set Working Hours - Automatic Updates - Buffer Times **Artificial Intelligence** - Learning - Language - Conversational AI **Learning** - User Interaction Learning - Error Learning **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation **Security and privacy - AI Voice Assistants** - Encrypted communication **Agentic AI - Help Desk** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - AI Agents** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Document Management - Insurance CRM** - Documentation handling **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Insights** - Notes - Daily Summary - Automated Voicemails - Automated Emails - Sorts Prospects - Automated Note Taking **Administrative** - Integration - Employee Structure - Behavior Monitoring **Sales Analysis** - ROI Forecasting - Sales Forecasting **Deployment & Embedding - AI Chatbots** - API Access for Business System Integration - Web Widget & SDK Embedding **Content Generation** - Creativity - Content Accuracy **Generative AI** - AI Text Generation **Compatibility - AI Voice Assistants** - Cross platform compatibility **Agentic AI - Business Scheduling** - Autonomous Task Execution - Multi-step Planning **Integrations & Reports - Insurance CRM** - Integrations - Reporting & Analytics **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 **Communication Channels** - Customer Portal - Email to Case - Chat/Live Support - Social Integration - Voice **Admin & Configuration - AI Chatbots** - No-Code Conversation Design **System** - API Flexibility - Update Frequency and Utility - Cross-Platform Compatibility - Software Integration **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Sales Engagement** - 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 **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - AI Chatbots** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **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 **Platform** - Mobile User Support - Customization - User, Role, and Access Management - Integration - Reporting - Dashboards **Monitoring & Improvement - AI Chatbots** - Feedback-Driven Response Optimization **Reliability & Safety - AI Chatbots** - Guardrails & Content Controls ## Top Salesmate Alternatives - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,165 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,191 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (2,985 reviews)