---
title: workXmate Reviews
meta_title: 'workXmate Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how workXmate works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 2
  scale: '5'
date_modified: '2025-03-10'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# workXmate Reviews
**Vendor:** workXmate Technologies  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 2
## About workXmate
Affordable CRM for B2B Sales Teams of all sizes




## workXmate Reviews
  ### 1. Review of Workxmate

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 20, 2022

**What do you like best about workXmate?**

It's user interface is absolutely amazing and professional behavior of customer service 
Experience was quite good overall. 
It's features are quite different from it's current competitors which in my opinion makes it stand alone in the market.

**What do you dislike about workXmate?**

Still needs to work a lot in the server. 
Many a times the server keeps crashing.
Doing minor changes in the website in my opinion will make it better.

**What problems is workXmate solving and how is that benefiting you?**

As mentioned earlier it makes the work environment quite easy to handle. And is quite cheap to use and also help yo get a productive day out. In my opinion it has my productivity atleast 2x

  ### 2. Great CRM and best for Marketing

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ansh A. | Sales Team Lead, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 19, 2022

**What do you like best about workXmate?**

It is best software which is very easy to use. It really helps to manage all the marketing data very easily and quickly. It really saves a lot of time and best than others.

**What do you dislike about workXmate?**

Only the thing i don't like is that it takes lot of time to upload inputs.

**What problems is workXmate solving and how is that benefiting you?**

My time is saving alot. I have to give less training to employees as its easy to learn. My data is sorted and quick results.


## workXmate Discussions
  - [What is workXmate used for?](https://www.g2.com/discussions/what-is-workxmate-used-for)
  - [b¿Su organización cambió a workXmate de otro proveedor?](https://www.g2.com/discussions/b-su-organizacion-cambio-a-workxmate-de-otro-proveedor) - 1 upvote

- [View workXmate pricing details and edition comparison](https://www.g2.com/products/workxmate/reviews?filters%5Bnps_score%5D%5B%5D=5&section=pricing&secure%5Bexpires_at%5D=2026-08-12+13%3A26%3A12+-0500&secure%5Bsession_id%5D=c6d04faf-a417-484b-8bbf-d79498d910db&secure%5Btoken%5D=c9e3d4c2c8fc8fcba79f590a110178eece01c6e2f8f94f3e7ee44d7fd0733725&format=llm_user)

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

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

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

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

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

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

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

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

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

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

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

