--- title: Salesmate Reviews meta_title: 'Salesmate Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 123 reviews by the users' company size, role or industry to find out how Salesmate works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 123 scale: '5' date_modified: '2026-09-30' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Salesmate Reviews **Vendor:** Salesmate **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.6/5.0 **Total Reviews:** 123 **AI Enabled:** This product embeds AI to enhance or extend its core functionality. ## 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 Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users commend the **quick and helpful customer support** from Salesmate, ensuring a seamless experience with the software. (15 reviews) - Users highlight the **ease of use** of Salesmate, making it an intuitive choice for managing sales processes. (15 reviews) - Users love the **super clean interface** and exceptional customer care of Salesmate, making it highly recommended. (12 reviews) - Users appreciate the **ease of use and excellent support** from Salesmate, enhancing their efficiency and confidence with leads. (11 reviews) - Users love the **intuitive user interface** of Salesmate, making workflow creation and management straightforward and efficient. (9 reviews) - Users appreciate the **effective automation features** of Salesmate, significantly saving time and enhancing productivity in sales processes. (8 reviews) - Users value the **efficiency** of Salesmate, benefiting from streamlined processes and effective automation for improved productivity. (8 reviews) - Feature Richness (8 reviews) - Simple (8 reviews) - Easy Setup (6 reviews) **What users dislike:** - Users find **integration issues** with Salesmate, particularly with workflow automation and email marketing, frustrating and less effective. (4 reviews) - Users find the **limited features** of Salesmate challenging, especially in advanced configurations and integrations. (4 reviews) - Users find **missing features** such as limited user access and slow mobile functionality are disappointing for overall usability. (4 reviews) - Users note a challenging **learning curve** for advanced configurations, requiring technical support for effective setup and management. (3 reviews) - Users find Salesmate **not intuitive** , requiring technical support for advanced configurations and clearer user guidance. (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. Effortless Insurance Workflow with Customizable CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** September 18, 2026 **What do you like best about Salesmate?** I love how flexible the custom fields and built-in activity timeline in Salesmate fit our insurance admin work at SafeGuard Insurance Group. I can create custom fields to track policy numbers, carrier names like Nationwide, coverage limits, renewal dates, and the status of intake forms submitted through Formeer, all without needing to reach out to our IT team or learn complicated code. The activity timeline is the feature that saves me the most stress; every call note, scanned claim document, and Formeer form entry gets attached directly to each client’s profile automatically. Last spring, one of our agents suddenly had to take emergency leave right in the middle of handling a commercial property policy renewal for a local retail shop insured through Nationwide. When I stepped in to take over the account, I pulled up the Salesmate timeline and instantly saw all prior call notes, uploaded inspection documents, and the status of their Formeer application. I didn’t have to dig through endless email threads or piece together information from different team members, and we successfully sent their renewal packet before the expiration cutoff. I also rely heavily on the task automation and reminder system. It sends alerts for upcoming renewals, missing document follow-ups, and periodic claim check-ins, so I no longer depend only on my personal calendar or messy shared spreadsheets. The dashboard is clean and easy to navigate, letting me quickly filter a full list of clients whose policies are expiring soon. Salesmate doesn’t overload me with irrelevant sales features that don’t apply to insurance admin tasks. All of these tools work together to cut down manual data entry and help our team avoid expensive mistakes, like letting a client’s policy lapse because we missed a renewal deadline. **What do you dislike about Salesmate?** The biggest frustration I have with Salesmate is its limited reporting functionality. The native reports are designed around sales KPIs such as deal volume and lead conversion rates, which are not the metrics our insurance admin team needs on a daily basis. I regularly need to generate reports showing upcoming policy renewals, open pending claim files, and how many clients have returned their completed Formeer intake forms. There are no pre-built templates for these insurance-focused reports, and building custom reports is really awkward. Filtering data using our custom policy fields often runs slowly. Just last month, our leadership requested a monthly summary of all Nationwide policy renewals scheduled for the next 90 days. I spent nearly two hours trying to build the report inside Salesmate, but the filters kept failing to pull accurate data for our custom carrier field. I ended up exporting all raw contact data and manually sorting and cleaning everything inside Excel to finish the report. Another major drawback is there is no native integration with Formeer. Whenever a client submits an insurance application or claim form via Formeer, all of that information has to be manually copied and pasted into the matching Salesmate contact record. A few weeks ago, I was juggling five new form submissions at the same time. I accidentally missed entering details for a small restaurant client’s Formeer claim form into their Salesmate profile. Our agent followed up with the client, unaware their paperwork had already been submitted, which confused the client and created an unnecessary awkward back-and-forth. It’s repetitive manual labor, and when my workload spikes, there is always risk of typos or missing form entries entirely. **What problems is Salesmate solving and how is that benefiting you?** Salesmate centralizes our client records and workflow, reducing the mess of emails and spreadsheets. It customizes fields and tracks client interactions, saving admin time and preventing missed renewals or tasks. It keeps our team aligned and maintains client history for quick access, cutting down manual data entry. ### 2. Centralized Platform with Customization Capabilities **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Graphic Design | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **AI Translated:** This review has been translated from English using AI. **Reviewed Date:** September 17, 2026 **What do you like best about Salesmate?** I really love how flexible Salesmate is to build around our branding studio’s unique workflow, instead of forcing us to adapt to a generic sales CRM. I can create custom fields that fit exactly what we track for identity design jobs: available logo revision count, brand color preference, Pinpoll survey status, and the deadline for client sign-off. I can set all of this up by myself, no IT team required. The activity timeline is my absolute lifesaver. Every email exchange, Zoom call note, and piece of design feedback gets saved right on the client’s deal page. The whole design team can jump in and catch up instantly. We had a recent project for a handmade candle brand. Halfway through the logo development, our lead designer took a planned week of PTO. Before Salesmate, the rest of us would have to dig through old emails and scattered notes to recap the client’s requests. Instead, I added the Pinpoll logo survey link and all feedback notes directly to the activity timeline. When another team member took over, they pulled up the deal record, saw the client voted for the minimalist mark, and knew exactly which revisions were approved. There was zero confusion, and we kept the project on schedule without any delay. The dashboard is clean too; I can quickly scan to see which projects are waiting for survey feedback or proposal approval. It cuts down all the chaos of jumping between separate spreadsheets and survey platforms, keeping every branding project neatly centralized. **What do you dislike about Salesmate?** My biggest frustration with Salesmate is its rigid reporting system, which is built purely for sales KPIs and doesn’t cater to creative project tracking at all. There are no pre-built reports to track Pinpoll survey completion rates, how many logo revisions each client has used, or how many active projects are stuck waiting for client design approvals. Every month, I spend hours manually exporting raw CRM data, cross-referencing it with Pinpoll, and building a custom spreadsheet to present project status to our creative director. That’s time I could spend working on brand strategy for our clients. The lack of native Pinpoll integration is another big headache. I can only paste poll links into deal records manually. When clients submit votes or comments in Pinpoll, that data never automatically syncs into Salesmate. I have to remember to log in to Pinpoll, check responses, then manually update each deal. Last quarter, we worked with a local bakery rebranding. Their Pinpoll survey closed over the weekend, and I got pulled into an urgent new client kickoff on Monday. I forgot to update the Salesmate deal to mark the poll complete. Our designer saw the deal still listed as pending survey and emailed the bakery asking them to finish voting. The client was confused and annoyed because they’d already submitted all their feedback. We had to send a lengthy apology email to smooth things over. It created unnecessary friction with the client, all because there’s no automatic sync to alert our team the poll had finished. **What problems is Salesmate solving and how is that benefiting you?** Before Salesmate, all our client data was scattered across Gmail threads, separate spreadsheets, Pinpoll survey dashboards, and cloud design folders. Information was easy to lose or overlook, especially when multiple team members collaborated on one branding project. We once had a coffee shop client project where our two strategists edited the same spreadsheet separately, and we accidentally overwrote their Pinpoll color survey feedback. We lost weeks of client input and had to ask them to resubmit their preferences, which made us look unprofessional. Salesmate solved that fragmentation by acting as our single source of truth for every branding client. All discovery call notes, proposal versions, Pinpoll survey links, revision tracking, and approval timelines live within each client deal record. The automated task reminders also help us stay on top of deadlines, so we don’t miss follow-ups once surveys close or drafts are sent out. Since all team members can view the shared activity timeline and custom fields, handoffs between strategists and designers are seamless. We no longer waste hours hunting for lost feedback or cross-checking multiple disconnected platforms. It keeps our projects moving steadily, reduces costly human errors, and helps our small creative team deliver consistent, reliable branding work for every client. ### 3. Customizable and Efficient for CX Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Electronics | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** September 16, 2026 **What do you like best about Salesmate?** What I love most about Salesmate is how flexible the whole platform is. Unlike other CRMs that lock you into fixed sales pipelines, I could build everything to match our consumer electronics CX workflow all on my own, no developer help required. I personally set up custom fields for device serial numbers, warranty expiry dates, complaint categories and retail partner tiers, all details we absolutely need to manage gadget customers. Last quarter, we were working with our partner Texas Retail Electronics Inc for their bulk gadget resale program. Back when we were still using our old system, we stored their end-user warranty feedback and replacement requests in separate files. We messed up a batch of their customer records once and nearly delayed their product replacement schedule. After I imported all their data and built a dedicated pipeline stage inside Salesmate, I was able to track every user complaint and partner request on one shared timeline. I also rely daily on task reminders and automatic email sync. We hold regular weekly CX reviews with distributor Dallas Device Distribution Co. to check unresolved customer issues. The task alerts keep me from forgetting high-priority follow-up checks. Every email I send to partners or reply to for customer support automatically attaches to the matching contact profile. The dashboard stays straightforward too; teammates who are not familiar with CRM software can quickly add meeting notes or update case status without long training. All customer and partner information lives in one place, cutting down costly human mistakes and helping our small team deliver consistent customer experience for gadget buyers and retail partners alike. **What do you dislike about Salesmate?** Salesmate works solidly for our core customer experience tracking, but two recurring limitations keep adding manual labor and operational risk to my daily CX work. The biggest headache is the reporting module, which is clearly designed around sales revenue metrics instead of customer after-sales and warranty data that my team relies on. Last month, I needed to prepare our monthly CX trend report, counting open warranty tickets and customer complaints submitted through Dallas Device Distribution Co. I spent nearly two hours trying to build the report and filter results using our custom CX fields for complaint type and warranty status, but the reporting tool simply could not detect those custom fields. I was forced to export all raw customer records and manually sort every entry inside Excel, which ate up almost half my workday. The second ongoing issue is inconsistent real-time email synchronization. It does not happen every time, but it occurs frequently enough to worry me. A few weeks ago, I sent a revised customer experience optimization plan to the account manager at Texas Retail Electronics Inc. My email sent successfully right away, yet it failed to sync to their Salesmate profile until the next business morning. One of my teammates did not see that logged message and almost sent conflicting guidance to our partner. That could have damaged our long-term business relationship. I also wish there were more native integrations for customer survey platforms. Right now after collecting post-purchase user satisfaction feedback, I still need to manually copy survey results into each customer’s Salesmate profile. These problems won’t make us switch CRMs, but improving custom field support for reports and fixing email sync delays would remove so much repetitive admin work and lower the risk of miscommunication with our retail partners. **What problems is Salesmate solving and how is that benefiting you?** Salesmate centralized our customer and partner data, eliminating scattered records and human errors. It keeps our CX workflows organized, automates routine tasks with reminders, and syncs emails to profiles, enabling consistent follow-ups. It effectively manages user engagement and partner relations, boosting our operational reliability. ### 4. Intuitive CRM Streamlines Our Studio Partnerships **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Games | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** September 15, 2026 **What do you like best about Salesmate?** My favorite part of Salesmate is its flexible pipeline and built-in task system, which fits our indie game studio’s partnership work perfectly instead of forcing us into standard sales workflows. I can fully customize each deal stage to match our process for publishers, streamers and conference collaborations. I can drop meeting notes and set follow-up reminders right inside each partner’s contact page. Last quarter, I was negotiating with a YouTube gaming influencer for a demo showcase, and I set a reminder to send our game build and NDA. Since all the notes sat in that contact record, I never lost track of our agreement. The clean interface lets me create new contact entries quickly, even when I’m juggling player community messages. The email integration is also really valuable. Every email exchange automatically attaches to the matching contact profile. I no longer waste hours searching through messy email threads to find past discussions. For our 37-person small team with no dedicated CRM specialist, Salesmate is simple to learn and keeps all our partnership outreach work well organized. **What do you dislike about Salesmate?** The reporting tools are my biggest headache. All the default reports are built around sales revenue, deal value, win rates — none of which apply to our game studio’s work. We aren’t selling products directly; we track publisher pitches, influencer outreach, conference leads and merchandise partner talks. When I need to show our studio founder how many influencer collaborations we advanced last quarter, or the average response time from publishers, I have to build every single report manually with custom filters and tags. Last month I spent nearly two hours exporting data and putting together a quarterly partnership summary, because none of the built-in templates let me filter results by partnership type. It would save me tons of time if Salesmate added pre-made templates for outreach and partnership teams, or let me save custom tag-based reports as reusable defaults. The other annoying issue is random email sync delays. Most of the time incoming emails attach to the correct contact automatically, but every few weeks something fails to sync. A couple weeks ago, a merchandise distributor we were negotiating with sent a reply with revised pricing. Their email didn’t show up on their Salesmate profile for nearly three days. I only caught it when I opened their contact card to follow up and noticed the last logged message was my outgoing email from the week before. I had to dig through Gmail, locate their reply, and manually link the thread. This creates real risk. If I’d assumed they hadn’t gotten back and moved to another vendor, we would’ve lost that better pricing deal. It doesn’t break the core CRM functions, but it means I can’t fully trust Salesmate has the full conversation history, which defeats part of the point of centralizing everything. A simple alert whenever an email can’t match an existing contact would fix this easily. **What problems is Salesmate solving and how is that benefiting you?** Before we got Salesmate, all our partner and outreach data was scattered everywhere: a messy Google Sheet only I maintained, separate email threads in my Gmail, and random text notes saved on my desktop. There was no single reliable place to find information, and it caused a real mess last quarter. We were arranging a promotional stream with a Twitch creator with roughly 90k followers for our early-access game update. I saved all their content rules, stream date and custom game build link inside a private tab on my spreadsheet. Then I got hit with the flu and took two sick days. None of my teammates could find any of that info. The streamer messaged asking for the game build, and no one on our team knew what I’d promised them. We almost missed the stream window entirely, and a coworker had to scramble to piece together details from old emails. That stressful incident pushed us to look for a proper CRM. Salesmate fixes this messy, disjointed tracking by putting every contact, negotiation note and follow-up task in one shared space the whole team can access. I create custom pipeline stages for each partnership type: publisher licensing, influencer marketing, conference attendance, merchandise deals. I can instantly see where every lead stands. The task reminders keep me from relying only on my memory when I’m swamped. Last week I set a reminder to send our game design document to a requesting publisher. Even when I got buried under player support tickets and an urgent game build backup task, the alert reminded me and I sent the document right on time. Thanks to the email integration, conversations no longer get locked inside my personal inbox. Any team member can pull up a contact profile and read the full negotiation history, which is super helpful if I’m out sick or a colleague needs to cover my work. We cut hours each week spent sorting emails and spreadsheets manually, and we haven’t lost a lead because of poor tracking since switching over. For our small studio without a dedicated business development team, this level of reliability is the biggest win. ### 5. Streamlined CRM with Minor Integration Hurdles **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** August 15, 2026 **What do you like best about Salesmate?** I appreciate how approachable Salesmate's interface is for cross-team collaboration, which fits our small IT consulting team perfectly. Many of our sales staff can navigate contact records, log call notes, and check follow-up tasks without needing constant support from me. I heavily rely on customizable lead views and tagging features to organize our pipeline and segment leads by service interest. Before we adopted this system, I once sent cloud migration materials to a business only looking for cybersecurity audits, creating confusion and slowing our conversations. The tagging system prevents that kind of mismatched messaging now. The automated task reminders and built-in email sequencing are standout strengths, particularly for maintaining steady contact with prospects evaluating long-term IT project budgets. I also value the straightforward activity logging system, which lets me quickly jot down key takeaways and set action items directly on the contact page. Plus, the customer support team is responsive whenever I have questions about tweaking workflows or adjusting permissions. Despite occasional integration issues, Salesmate cuts down administrative overhead, prevents disjointed communication with prospects, and allows me to spend more time on vendor coordination and building relationships. **What do you dislike about Salesmate?** The most consistent frustration I encounter with Salesmate is its unreliable native integration options, which creates extra manual work for our team. Automated syncs frequently stall or fail to pull updated activity logs. Last month, a cybersecurity prospect booked a discovery call and replied to our nurture emails, yet none of this activity synced over. Our sales rep reached out unaware of their strong interest, and the conversation lacked critical context. I find the custom reporting toolkit somewhat limited, as I have to run separate exports and clean duplicates to assemble segmented metrics split by managed IT, cloud migration and cybersecurity inquiries. There are also challenges with the initial setup, mainly in data migration from Salesflare. Formatting inconsistencies caused mapping errors, leading to hundreds of duplicate lead records that required hours of manual cleaning. Lastly, the unstable integration with our supporting tools like Kiteworks and Blue Triangle requires me to perform regular manual audits and cross-checks to maintain data accuracy, which eats into time I could spend nurturing new IT consulting opportunities. **What problems is Salesmate solving and how is that benefiting you?** Before implementing Salesmate, all lead information was scattered across spreadsheets and personal email threads, which created real risks for our IT consulting pipeline. Last year, I missed following up with a mid-sized business researching cloud infrastructure upgrades because I relied solely on spreadsheet reminders. The prospect eventually chose a competing IT firm, and that loss pushed us to find a dedicated CRM. I use Salesmate to centralize lead and client data, eliminating messy spreadsheets and reducing missed follow-ups. It streamlines lead management, automates task reminders, and helps tailor outreach with email sequencing. Team members can view shared contact history after discovery calls hosted on TrueConf Server, so everyone stays aligned on client priorities. This cuts repetitive administrative work and improves cross-team coordination for managed IT, cloud migration and cybersecurity projects. While broken integrations still create extra chores, Salesmate gives us a single source of truth for prospect data and makes consistent, structured outreach far easier to manage. ### 6. Dream Team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a review partner **Source: In-app:** This review was generated through an in-app integration or from one of G2's partnership integrations. This reviewer was not provided any incentive by G2 for completing this review. **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. ### 7. The first CRM that actually keeps up with my deal flow **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a review partner **Source: In-app:** This review was generated through an in-app integration or from one of G2's partnership integrations. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** June 17, 2026 **What do you like best about Salesmate?** I run a small residential team, and honestly what sold me on Salesmate was realizing the AI handles the stuff I used to lose deals over. Lead scoring tells me who to call first instead of guessing. When I miss an inquiry at a showing, it drafts a reply that actually sounds like me, not some template response times went from hours to minutes, which matters a lot in this market. It also summarizes long email threads before calls, flags deals that have gone quiet, and the AI agent fields basic questions at 9pm on a Sunday so I've got a warm lead Monday morning instead of starting cold. Used a couple of the bigger CRMs before and they make you build all the automation yourself this one already gets how a real estate pipeline works. Six months in, closing more without adding headcount. Genuinely didn't expect to be this into a CRM review. **What do you dislike about Salesmate?** It would be great is Salesmate could have a native MLS integration **What problems is Salesmate solving and how is that benefiting you?** It flags stalled deals, summarizes email threads before calls, and answers basic questions after hoursso leads stay warm even when I'm offline. ### 8. 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.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 9. Helped Us Respond Faster and Close More Business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a review partner **Source: In-app:** This review was generated through an in-app integration or from one of G2's partnership integrations. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** June 22, 2026 **What do you like best about Salesmate?** In the insurance industry, timing matters. Salesmate helps our team stay responsive and organized without adding administrative burden. Automated workflows, reminders, and AI-driven insights ensure no opportunity falls through the cracks. We've seen measurable improvements in follow-up consistency and pipeline management since implementation. The platform is easy to use, quick to adopt, and delivers immediate value. For agencies looking to modernize their sales process, Salesmate has been an excellent investment. **What do you dislike about Salesmate?** There is nothing much to dislike about Salesmate. **What problems is Salesmate solving and how is that benefiting you?** The platform is easy to use, quick to adopt, and delivers immediate value. For agencies looking to modernize their sales process, Salesmate has been an excellent investment. ### 10. Simple, Scalable, and Built for Growth **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a review partner **Source: In-app:** This review was generated through an in-app integration or from one of G2's partnership integrations. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** June 22, 2026 **What do you like best about Salesmate?** Salesmate has transformed how we manage leads, proposals, and client relationships. The automation capabilities save our team hours every week, while AI-powered insights help us focus on the opportunities most likely to convert. We now have better visibility into our pipeline and far greater confidence in our forecasting. Unlike larger CRM platforms that require significant setup and maintenance, Salesmate is straightforward, flexible, and easy to scale. It has become an essential part of our growth strategy. **What do you dislike about Salesmate?** Salesmate can have a few more integrations **What problems is Salesmate solving and how is that benefiting you?** We now have better visibility into our pipeline and far greater confidence in our forecasting. ### 11. Hands down, the best support out there. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Music **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a review partner **Source: In-app:** This review was generated through an in-app integration or from one of G2's partnership integrations. This reviewer was not provided any incentive by G2 for completing this review. **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. ### 12. Innovative Tool to engage customers **Rating:** 5.0/5.0 stars **Reviewed by:** Pawan K. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a review partner **Source: In-app:** This review was generated through an in-app integration or from one of G2's partnership integrations. This reviewer was not provided any incentive by G2 for completing this review. **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. ### 13. A CRM that actually drives adoption **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a review partner **Source: In-app:** This review was generated through an in-app integration or from one of G2's partnership integrations. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** June 19, 2026 **What do you like best about Salesmate?** We evaluated several CRMs before choosing Salesmate, and it's been one of the best software decisions we've made. The platform is intuitive, powerful, and easy for our team to adopt. AI-powered automation helps us prioritize opportunities, automate follow-ups, and maintain momentum across the pipeline. We've improved visibility into our sales process, reduced manual work, and created a more consistent customer experience. Salesmate gives us the functionality of an enterprise CRM without the complexity. **What do you dislike about Salesmate?** Smart Flows does the job but sometimes requires a learning curve which is okay given the robustness. **What problems is Salesmate solving and how is that benefiting you?** AI-powered automation helps us prioritize opportunities, automate follow-ups, and maintain momentum across the pipeline. We've improved visibility into our sales process, reduced manual work, and created a more consistent customer experience. ### 14. All-in-One CRM Solution with Exceptional Support **Rating:** 5.0/5.0 stars **Reviewed by:** Preyer F. **Validated Reviewer:** Validated through Google One Tap using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 15. Effortless Lead Management with Exceptional Support **Rating:** 5.0/5.0 stars **Reviewed by:** Shannon . **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 16. Simple CRM with Strong Automation Capabilities **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a review partner **Source: In-app:** This review was generated through an in-app integration or from one of G2's partnership integrations. This reviewer was not provided any incentive by G2 for completing this review. **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. ### 17. The Ultimate CRM Solution for Seamless Client Management **Rating:** 5.0/5.0 stars **Reviewed by:** Joe R. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 18. 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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 19. 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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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 ### 20. Only CRM I will ever use **Rating:** 5.0/5.0 stars **Reviewed by:** Bryan H. | Business Owner, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 21. 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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 22. User friendly and efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Heli B. | Marketing Agency Owner, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 23. 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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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 manage the right KPIs with its intuitive reports and workflows ### 24. 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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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 ### 25. 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.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 26. 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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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 ### 27. Salesmate: A Sales Game-Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Priyanka G. | Sales Manager, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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! ### 28. Amazing seamless integration. **Rating:** 5.0/5.0 stars **Reviewed by:** John G. | Owner, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 29. BEST CRM!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Giancarlo A. | President, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 18, 2024 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **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?** It's 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. ### 30. 10 out of 10 **Rating:** 5.0/5.0 stars **Reviewed by:** Lori P. | Foounder, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 31. Best Software for HR Purposes **Rating:** 5.0/5.0 stars **Reviewed by:** Harjas A. | HR Head, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google One Tap using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 30, 2025 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **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 ### 32. Incredible! **Rating:** 5.0/5.0 stars **Reviewed by:** Olivia W. | CEO, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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 ### 33. One of the most user-friendly CRMs out there. **Rating:** 5.0/5.0 stars **Reviewed by:** Nehad K. | User, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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, it is the only option we trust. **What do you dislike about Salesmate?** The workflow automation with my other CRMs is 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. ### 34. Efficient CRM with Great Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Cameron K. | Marketing & Comms Business Partner, Enterprise (> 1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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! ### 35. 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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 36. Good CRM - Easy of use **Rating:** 4.0/5.0 stars **Reviewed by:** Luca F. | Co-Founder, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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 ### 37. Great Tool For Getting Contact and Making Deals. **Rating:** 4.5/5.0 stars **Reviewed by:** Tejas P. | Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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 ### 38. 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.) **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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 ### 39. Salesmate is too good **Rating:** 5.0/5.0 stars **Reviewed by:** Steve D. | Software Technician, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 40. Best CRM for startups **Rating:** 4.5/5.0 stars **Reviewed by:** Richa S. | Marketing head, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **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. ### 41. 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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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 ### 42. 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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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 ### 43. 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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. ### 44. A Great CRM With a Good UI & UX **Rating:** 4.5/5.0 stars **Reviewed by:** Akshata S. | Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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! ### 45. Affordable, feature-packed, and rock solid **Rating:** 5.0/5.0 stars **Reviewed by:** Elliot D. | Founder, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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 ### 46. Easy to use and effective **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Food Production | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 09, 2024 **What do you like best about Salesmate?** It integrates 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 version i.e. product lists and price onto the app version ### 47. 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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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. Visibility into all kinds 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 visibility into individual teams or members performance of the sales activities. Which is of primary importance to any organization. ### 48. 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.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** February 21, 2024 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **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 opinion any CRM tool that reduces the admin time for sales while capturing all details is rated very highly. The only time consuming aspect is that you can't 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. ### 49. Salesmate - a difficult CRM **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Source: Organic Review from User Profile:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review. **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. ### 50. New to this **Rating:** 3.0/5.0 stars **Reviewed by:** Åsa K. | Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** February 22, 2024 **What do you like best about Salesmate?** Easy to send bulk-emails the function to associate colleagues 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 ## 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=2026-09-30+18%3A54%3A11+-0500&secure%5Bsession_id%5D=8dd7fa52-71d8-4dff-b1bf-d0492277c0c3&secure%5Btoken%5D=76dad4a5aca08895621408157ae55d3b6bae2d5a0a3cddedcc9579e551035a8b&format=llm_user) ## 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 - Contract/License Management **Email Marketing** - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses **Additional Functionality** - Tagging - Natural Language Processing - Data Extraction - Multi-Language - Predictive Analytics - Drag & Drop - Speech Recognition - Reporting/Analytics - Data Storage Management - Virtual Personal Assistant (VPA) - AI Copilot - Customer Segmentation - Collaboration Tools - Data Import/Export - Generative AI - For eCommerce - Role-Based Permissions - Customizable Branding - Search/Filter - Monitoring - Document Management - API - Data Visualization - Trend Analysis - Machine Learning - Access Controls/Permissions - Alerts/Escalation - Performance Metrics - Real-Time Data - Third-Party Integrations - Mobile App - Multiple Data Sources - For Sales Teams/Organizations - Sentiment Analysis - Activity Dashboard - Chatbot - Workflow Automation **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Additional Functionality** - Code Generation - Text to Image - Generative AI - API - Natural Language Processing - Virtual Characters and Avatars - Content Generation - Personalization and Recommendation - Conditional Generation - Transformer Model - Automated Image & Video Editing - Interactive and Co-Creative Systems - Text Summarization - Data Augmentation - Variation Autoencoder Models - Adversarial Training - Transfer Learning and Fine-tuning - Simulation and Scenario Generation - Creative Design - AI Copilot - Prompt Engineering - Foundation Model **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Online Marketing** - Landing Pages and Forms - Dynamic Content - A/B Testing - Mobile Optimized - Search Tracking and Optimization - Conversion Rate Optimization - Multivariate Testing - Customizable Forms **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 - Workflow Management - Knowledge Base Management - Ticket Management - Call Center Management - Queue Management - Inbox Management - Support Ticket Management - Email Management **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 - Business Process Automation - Performance Management - Calendar Management - Sales Pipeline Management - Communication Management - Campaign Management **Responses** - Personalization - Route To Human - Natural Language Understanding (NLU) - Multi-Language **Conversational Platform** - Personalization - Omnichannel - Contextual Engagement - Proactive Engagement **Integrations** - MS Teams Integration - Email Integration - Zoom Integration - Google Meet Integration - Salesforce Integration - Third-Party Integrations **Customer Support** - Text - Speech - Knowledge Base - Knowledge Base Management **Data** - Reliability - Data Security **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Speech - Generative AI **Automation - AI Agents** - Sales Follow-Up - Customer Interaction Automation - Lead Generation - Document Processing - Feedback Collection - Natural Language Processing - Simulation and Scenario Generation **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 - Third-Party Integrations - CRM Integration **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 - Template Management - Interaction Tracking - Activity Tracking - Lead Management - Task Management - Email Management - Sales Pipeline Management - Workflow Management - Insurance 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 **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Email Tracking - Automated Alerts and Tasks - CRM Lead Integration - Third-Party Integrations - Real-Time Data - Social Marketing - Email Marketing - Multi-Channel Marketing - Conversion Tracking - ROI Tracking - Activity Tracking - Engagement Tracking - Campaign Segmentation - Search Marketing - SMS Marketing - Website Visitor Tracking **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 - Real-Time Notifications - Real-time Consumer-facing Chat **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 - Third-Party Integrations - Meeting Management - Calendar Management - Call Management - Document Management - Contact Management - Task Management - Lead Management - Content Management - Notes Management - Sales Activity Management - Email Management **Repeatability and Reportability** - Workflow Management - Workflow Performance - Sales Coaching and Insights **Platform** - Conversation Editor - Integration - Human-In-The-Loop - Drag & Drop Editor - Human-in-the-loop (HITL) **Support Automation** - Intelligent Routing - Seamless Escalation - Transcripts - Self-Serve Support **Branding & Customizatio** - Custom Booking Page - Personalized Links - Personalized Web Embed - Online Booking - Room Booking **Automation** - Ticket Resolution - Customization - Intelligent Routing - Customizable Templates **Interaction** - Complex Query Handling - Natural Conversation - Understanding - Feedback Management - Customizability - Multi-Channel Management - Communication Management - Workflow Management - Email Management - Knowledge Base Management **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **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 - Campaign Management - Workflow Management - Template Management **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis ** Internal Use** - Customization - Conversation Archiving - Lead Development - Knowledge Base - Team Inbox - Customer Profiles **Contacts** - Personalization - Information Locater - Record Prospect Data - Contact Management **Customizations** - Email Platform Integration - Email Scheduling - Real-Time Notifications - Email Categorization - Templates - Third-Party Integrations **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting/Tracking - Sales Reports - Incentive Management **Task & Flow Management - AI Chatbots** - Scripted Dialogue & Decision Tree Support - Fallback Responses for Unknown Queries **Performance Analysis** - Coaching - Peformance Tracking - Email Tracking - Call 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 - Real-Time Updates **Artificial Intelligence** - Learning - Language - Conversational AI - Generative 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 - Generative AI **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 **Additional Functionality** - Real-Time Analytics - Email Management - API - Single Sign On - Search/Filter - Collaboration Tools - Third-Party Integrations - Activity Dashboard - Canned Responses - Surveys & Feedback - Reporting/Analytics - Transfers/Routing - Geotargeting - Interaction Tracking - CRM - Transcripts/Chat History - Document Storage - Screen Sharing - Contact Management - Autoresponders - Multi-Channel Communication - Mobile Access - AI Copilot - Offline Form - Real-Time Monitoring - Support Ticket Management - File Sharing **Additional Functionality** - Contact Management - Email Marketing - Drag & Drop - Drip Campaigns - Workflow Management - Customizable Fields - Monitoring - CRM - Team Management - Click Tracking - Subscription Management - Activity Dashboard - API - Location Tracking - Customer Segmentation - Geolocation - Customizable Branding - Activity Tracking - Data Import/Export - Mailing List Management - Campaign Management - Email Management - Audience Targeting - Reporting/Analytics - AI Copilot - Email Distribution - Email Reminders - Autoresponders - Engagement Tracking - Event Triggered Actions **Additional Functionality** - Agent Collaboration - Data Governance - Prompt Engineering - Feedback Management - For No-Code Development - Version Control - Role-Based Permissions - Dynamic Modeling - API - Memory Management - Monitoring - Scalability - Cost Management - Scheduling - Natural Language Interface - Access Controls/Permissions - Multiple LLM Models - Integration Management - Customizable Frameworks - Pre-built Templates - Analytics - Intent Recognition - Contextual Guidance - Rules-Based Workflow - Attended Automation - Drag & Drop - For Sales/Marketing - Generative AI - Business Process Automation - AI Copilot - Third-Party Integrations - Multi-Channel Communication - Sentiment Analysis - Deep Learning - Code-free Development - Compliance Management - Automated Responses - Knowledge Management - Transfers/Routing - Personalization - Activity Dashboard - Customer Experience Management - Virtual Personal Assistant (VPA) - Chatbot - Speech Recognition - Reporting/Analytics - Task Management - Customer Engagement - AI/Machine Learning - Configurable Workflow - Unattended Automation - Conversation Intelligence - Workflow Automation - Proactive Error Detection **Additional Functionality** - Workflow Management - Interaction Tracking - Alerts/Notifications - Single Sign On - Self Service Portal - Real-Time Analytics - Customer Database - Client Portal - Inventory Management - Tagging - Configurable Workflow - Customer History - Surveys & Feedback - Support Ticket Management - Service Level Agreement (SLA) Management - Widgets - Search/Filter - Chatbot - Email Templates - Activity Tracking - Feedback Management - Real-Time Data - API - Reporting/Analytics - Event Triggered Actions - Website Integration - Help Desk Management - Call Center Management - Queue Management - SSL Security - Social Media Integration - CRM - Chat/Messaging - Live Chat - AI Copilot - Customizable Reports - Email Management - Customizable Branding - Reporting & Statistics - Real-Time Notifications - Access Controls/Permissions - Customizable Forms - Customer Communication - Activity Dashboard - Third-Party Integrations - Customizable Fields - Multi-Channel Communication - Application Management - Communication Management - Role-Based Permissions **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising - Drip Campaigns - Multi-Campaign **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Insights** - Notes - Daily Summary - Automated Voicemails - Automated Emails - Sorts Prospects - Automated Note Taking - AI/Machine Learning **Administrative** - Third-Party Integrations - 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 - Generative AI - Lead 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 **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Additional Functionality** - Generative AI - Gamification - Real-Time Updates - Employee Reward Programs - Employee Management - Ongoing Performance Tracking - Benchmarking - Commission Management - For Sales Teams/Organizations - Performance Metrics - Sales Planning - Single Sign On - Performance Management - Forecasting - Quota Planning - Accounting - Workflow Management - Compliance Management - User Management - Rewards Points - Organizational Charting - AI Copilot - Access Controls/Permissions - Customizable Branding - Milestone Tracking - Territory Management - Performance Appraisal - Calendar Management - Alerts/Notifications - Sales Onboarding & Training - Employee Recognition - Reporting/Analytics - Ratings/Reviews - API - Feedback Management - Training Management - Goal Management - Assignment Management - Lead Scoring - Search/Filter - Electronic Signature - Collaboration Tools - Kanban Board - Email Management - Commenting/Notes - Data Import/Export - Prospecting Tools - Interaction Tracking - Product Catalog - Live Chat - Sales Pipeline Management - Appointment Scheduling - Email Templates - Event Triggered Actions - Transfers/Routing - Activity/News Feed - Lead Management - Revenue Management - Document Management - Task Management - File Sharing - Mobile Access - Reminders - Mobile App - Call Logging - Workflow Automation **Additional Functionality** - Task Scheduling - Customizable Branding - Customizable Fields - Reminders - Shift Swapping - Automated Scheduling - Drag & Drop - Mobile Access - Real-time Scheduling - Multi-Location - Personalization and Recommendation - Access Controls/Permissions - Resource Scheduling - Activity Tracking - Timesheet Management - Availability Management - API - Absence Management - Self Service Portal - Generative AI - Calendar Management - Real-Time Notifications - Class Scheduling - Employee Scheduling - Facility Scheduling - Booking Management - User Management - Employee Management - Alerts/Notifications - Reporting & Statistics - Group Scheduling - Customer Database - Appointment Scheduling - Time Zone Tracking - AI Copilot - Calendar Sync **Additional Functionality** - Sales Reports - Customer Database - Email Templates - Alerts/Notifications - Mobile Access - Calendar/Reminder System - Task Scheduling - API - Access Controls/Permissions - Activity Dashboard - Data Import/Export - Customizable Reports - Forecasting - Generative AI - Marketing Automation - For Insurance Industry - AI Copilot - Quotes/Estimates - Lead Capture **Additional Functionality** - Meeting Management - AI Copilot - Reminders - Recommendations - Lead Distribution - Workflow Management - Performance Management - Dashboard - Email Management - Lead Management - Activity Tracking - Email Templates - Third-Party Integrations - Customizable Fields - Sales Pipeline Management - Generative AI - Automatic Call Distribution - Call Monitoring - Lead Capture - Deal Management - Call List Management - Multi-Channel Communication - Call Recording - For Contact Centers - CRM - Data Management - Calendar Management - Chat/Messaging - Lead Qualification - API - Task Management - Interaction Tracking - Reporting & Statistics **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 **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics - SEO / Keyword Analytics - Behavior Analytics - Real-Time Analytics - Campaign Analytics - Website Analytics - Visual Analytics - Sales Analytics **Communication Channels** - Customer Portal - Email to Case - Chat/Live Support - Social Integration - Voice - Video Chat **Admin & Configuration - AI Chatbots** - No-Code Conversation Design **System** - API Flexibility - Update Frequency and Utility - Cross-Platform Compatibility - Software Integration - Third-Party Integrations **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Strategic Planning **Additional Functionality** - Prospecting Tools - Reporting/Analytics - AI Copilot - Auto-Dialer - For Sales Teams/Organizations **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation - Lead Generation - Content Management - Lead Management - List Management - Mobile Access **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - AI/Machine Learning **Agentic AI - AI Chatbots** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Additional Functionality** - Email Response Control - Speech Recognition - Customer Engagement - Dashboard - Chat/Messaging - AI Writing Assistant - For Sales Teams/Organizations - Sales Automation - Alerts/Notifications - CRM - Predictive Analytics - Lead Scoring - Templates - Reminders - Email Templates - SMS Messaging - Personalization - Reporting/Analytics - Conversation Intelligence - Lead Engagement - Customer Database - AI Copilot - Omnichannel Outreach - Workflow Automation **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making - Campaign Planning **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Social Media Integration **Platform** - Mobile User Support - Customization - User, Role, and Access Management - Third-Party Integrations - Reporting - Activity Dashboard - Mobile Access **Additional Functionality** - Social Promotion - Customizable Branding - Monitoring - CRM - Reporting & Statistics - Live Chat - Customer Journey Mapping - Generative AI - Mass Texting - Drag & Drop - Email Templates - Automated Scheduling - Campaign Scheduling - AI Copilot - Social Media Monitoring - Activity Dashboard - Lead Capture - Customizable Templates - Marketing Automation - Event Triggered Actions - Marketing Calendar - Customizable CTAs - Multi-Channel Communication - Data Import/Export - Lead Qualification **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 **Additional Functionality** - Automated Routing - Chatbot - Reporting & Statistics - Autoresponders - AI Copilot - Real-Time Monitoring - CRM - Gamification - Conversation Intelligence - Customizable Fields - Surveys & Feedback - Key Performance Indicators - Collaboration Tools - Multi-Channel Communication - Voice Recognition - Live Chat - Task Automation - IVR - Language Detection - Multiple Data Sources - Predictive Analytics - API - Alerts/Escalation - Data Security - Interaction Tracking - Prioritization - Secure Data Storage - Macros/Templated Responses - Performance Metrics - Single Sign On - Mobile App - Reporting/Analytics - Access Controls/Permissions - Email Templates - Real-Time Notifications - Automated Responses - Data Import/Export - Personalization - Workflow Automation **Monitoring & Improvement - AI Chatbots** - Feedback-Driven Response Optimization **Reliability & Safety - AI Chatbots** - Guardrails & Content Controls **Additional Functionality** - Autoresponders - Configurable Workflow - Natural Language Processing - Customizable Branding - Sentiment Analysis - Real-Time Analytics - Pre-Configured Bot - Activity Dashboard - Live Chat - Real-Time Monitoring - Code-free Development - Reporting & Statistics - Speech Recognition - Drag & Drop - Reporting/Analytics - Generative AI - Customer Service Analytics - Chatbot - Intent Recognition - Lead Capture - Multi-Channel Communication - Search/Filter - Visual Analytics - AI Copilot - Chat/Messaging - CRM - Chat Transcript - Performance Metrics - Contextual Guidance - Natural Language Search - Monitoring - Speech Synthesis - Real-Time Notifications - Customer Database - API - For Developers - Customer Segmentation - Alerts/Escalation - Engagement Tracking ## Top Salesmate Alternatives - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,706 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,200 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (4,774 reviews)