Michael B.
MB
Michael B.
Founder and CEO at Your Phone App
Marketing and Advertising
Small-Business (50 or fewer emp.)
"Good product and great customer service"
5/5
What do you like best about Salesmate?

I use salemate to save me a lot of time in admin when I can send emails with tags and see who has read my emails. If there are iussues, they are quick to fix them. Their customer support is amaxing and very friendly.

I love how I can emails to group of people which need for my business and saves me time having to find the emails and typoe them one by one.

I love how I can create email templates and use which one I want when I email prospects information as it saves me a heap of time re writing the email or copy and pasting. It's a breeze.

I also love the fact I can store all my contacts and information and assign tage to each one as well as the companies. Very handy. Their improrting feature is excellent which easily stores CSV files instantly. Very handy migration tool.

Salesmate have many other features such as calling and email sequencing which I havent used as yet, but heard it's very good.

A great product and worth investing not a lot of money. It's one of the smaller CRM companies but I find they are one of the best as we aren't just a number. They value feedback and their support take their time to listen to us and help whenever I need it. Review collected by and hosted on G2.com.

What do you dislike about Salesmate?

Tech issues time to time but they are quick to fix them when they arise.

I would like to see a bigger Salesmate UI email body screen to type emails. Screen is a little small, but I use Gmail UI using the Salesmate Plugin so it doesnt matter unless sending to email tags.

Be awesone if I can use Gmail with salemate Plugin for tagging instead of using the Salesmate UI. Review collected by and hosted on G2.com.

Renée D.
RD
Renée D.
Product and Knowledge Manager
Computer Software
Small-Business (50 or fewer emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"A flexible CRM with great custom field options that translate to email template merge fields"
5/5
What do you like best about Salesmate?

I searched high and low for a CRM that had not only customizable fields but the right type of customizable fields that would also transfer to merge fields in email templates. I knew I'd always have SalesFORCE to fall back on but hoped to find something with a fresher look that would be less intimidating for others to use. I found everything I wanted and more in Salesmate! Review collected by and hosted on G2.com.

What do you dislike about Salesmate?

I wish it had a contact form API integration, but I make due with Zapier. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Verified User in Computer Software
Small-Business (50 or fewer emp.)
"Solid CRM"
5/5
What do you like best about Salesmate?

I like the dashboard setup capabilities with all the different reports you can create and track. I also like the deal page with the ability to connect all aspects of a deal by company and all of the associated people connected with the deal. Review collected by and hosted on G2.com.

What do you dislike about Salesmate?

Template features could be improved. Also, unsubscribe should be part of every email signature as a standard and not only available in a templated format. Review collected by and hosted on G2.com.

JH
Jennifer H.
Executive Assistant
Small-Business (50 or fewer emp.)
"Amazing, besides buggy search"
4.5/5
What do you like best about Salesmate?

The linked email, the tracking of everything from communication to last time you communicated, and we also like the simple, easy, and CLEAN design. With a graphic designer for an assistant, The new 2.0 dashboard is great Review collected by and hosted on G2.com.

What do you dislike about Salesmate?

The fact that clicking "DASHBOARD" STILL askes you to choose legacy or 2.0. I just want to go to my dash with one click, not two for many months. Allow us to make one the one we choose unless we change it in settings.

Also, the search feature is extremely buggy. It sometimes won't find my clients even though I am triple checking for typos, some clients just will not show up if I type their first or last name. And in the search bar you must either click the X or highlight all the text and hit backspace type to search a new name. Everywhere online and on every app except this one, allows you to immediately type new text with old text highlighted. Wish this worked with Salesmate. Review collected by and hosted on G2.com.

David S.
DS
David S.
Owner
Small-Business (50 or fewer emp.)
"Davids Salesmate Review. My business couldn't live without it."
5/5
What do you like best about Salesmate?

We use Salesmate as our sole CRM and phone system for our company. I have tried many other big named CRM's for Real Estate, but Salesmate has been much better and more customizable to my exact business model. The speed is incredibly fast which is important for a CRM. And I love how each user has a dedicated phone number so all communication stays inside the CRM. Review collected by and hosted on G2.com.

What do you dislike about Salesmate?

There isn't anything I dislike. Salesmate is always adding on new features as needed Review collected by and hosted on G2.com.

MH
Morgan H.
E
Small-Business (50 or fewer emp.)
"Great Platform For Emerging/Mid-size Business"
4.5/5
What do you like best about Salesmate?

What I like best about SalesMate is the ability to create, manage and track email sequences. I have clear visibility into who is reading and responding to my emails and who is not. This helps us better align our messaging moving forward to help create new sales opportunities for our team. Review collected by and hosted on G2.com.

What do you dislike about Salesmate?

The lack of ability to see "bounced" emails in the email reporting. If this was better tracked it would be a tremendous help. Review collected by and hosted on G2.com.

Manan V.
MV
Manan V.
VP - Operations and Strategy
Small-Business (50 or fewer emp.)
"Best CRM for small and mid-sized businesses"
4.5/5
What do you like best about Salesmate?

The ease of use, excellent support and sales automation features. Review collected by and hosted on G2.com.

What do you dislike about Salesmate?

The email templates cannot be designed very well right now. The custom dashboards can be easier to use. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Beautiful, easy-to-use CRM with brilliant email tracking; customer service lacking, though"
4.5/5
What do you like best about Salesmate?

Email syncing/tracking

Ease-of-use

Design Review collected by and hosted on G2.com.

What do you dislike about Salesmate?

Customer service (on complex issues)

Pricing structure (have to pay double to access just 1-2 more needed features) Review collected by and hosted on G2.com.

LD
Lisa D.
Sales and marketing
Small-Business (50 or fewer emp.)
"Manager"
5/5
What do you like best about Salesmate?

I like the ease of use. Salesmate balances ease of use with power all at a reasonable price. The overall value is best on the market. They offer features that even more expensive tools don't offer. We did an extensive search and Salesmate was the head and shoulders winner. Review collected by and hosted on G2.com.

What do you dislike about Salesmate?

I have not found anything that I dislike at this point. This is our first year using Salesmate but so far it is amazing. Review collected by and hosted on G2.com.

Phil M.
PM
Phil M.
Managing Partner
Small-Business (50 or fewer emp.)
"The best choice after testing multiple CRMs"
5/5
What do you like best about Salesmate?

Functionality and customer support are both outstanding. Review collected by and hosted on G2.com.

What do you dislike about Salesmate?

I am completely happy with Salesmate. When I've encountered a problem, I contact customer support and usually find that it's user error and they coach me through it. Review collected by and hosted on G2.com.