Salesmate

A simple sales activity management tool for an Information Technology Business

PROS & CONS What are the best aspects of this product? Simple, elegant, user-friendly. Provides a single deal view. Two-way sync for Gmail and other webmail services. As a business owner, this is what I wanted. I need to keep a tab on accounts, my daily expenses, and the clients. Salesmate is my companion in my journey towards setting up my dream business. I can access all my data from any location, I can move deals on the go, I can track my appointments, my email conversations, and my ...

Easiest CRM ever

PROS & CONS What are the best aspects of this product? Easy pipeline and project management. Calling made easy. Now I don't need to use any other integration, they provide it within the CRM. I like that part. What aspects are problematic or could work better? In some cases, like marketing campaign, I think there's a scope of improvements. Though they have the text and email campaign facilities, which I use! What features/services would you like to see in future versions of this ...

Simply the best project and task management tool

PROS & CONS What are the best aspects of this product? Best graphics user interface (GUI and user experience (UX across all online/mobile project and task management platforms available in the marketplace in 2018. What aspects are problematic or could work better? My experience has been so great that I have recommended it to clients and other independent consultants. What features/services would you like to see in future versions of this product? Marketing Automation especially ...

Amazing CRM with good support

PROS & CONS What are the best aspects of this product? The setup time was really quick. Our team started using the platform from the first day. The workflows made it easier to manage my sales pipeline. As a vice president of sales & marketing, I needed a system that will travel with me to every place that I visit. After the free trial, I was sure that Salesmate is going to be the CRM that I need to streamline my entire sales process. It is loaded with great features and allows me to ...

Great well-rounded CRM for small businesses

What do you like best? Email integration with Google makes it easy to read and write emails from inside the CRM itself, and attach emails to relevant contacts and deals within the system (if it doesn't do it automatically first. We also like the ability to create multiple customized sales pipelines, and custom fields which can appear on any type(s of objects (deal, contact, company, etc. What do you dislike? Mobile app is a bit limited still. Also, 3P integrations/apps are still ...

Not bad as a crm and easy to use but still has its issues

PROS & CONS What are the best aspects of this product? Bulk emailing is amazing with tagging which is what I use it for the most. Also, the ability to see the emails trail in each contact is great. Their customer service is amazing and they are very polite and courteous. They are striving to always get better which is a good sign but improvement need to be made to mix it with the big boys. What aspects are problematic or could work better? They are quite a few glitches that I ...

Salesmate - quite happy with it so far

What do you like best? The overall design and the full set of features are good. It is easy to use and understand. What do you dislike? Somehow, this is performing quite slowly on both my laptop and my phone. I also received multiple notice for a single email reception which is quite annoying when it pops up 4 times on top of the display. Recommendations to others considering the product: I recommend using at least the trial offer to fully understand whether this is ...

WARNING: THEY DELETE YOUR LEADS

If you miss a single payment, they immediately delete all your leads. They don't just freeze it, they actually delete it and have no way or restoring it. It takes effort and time to build quality leads and yet prefer to blackmail you to continue paying or they delete immediately everything, no way to pause the service.

pain the ass I've had so many issues

pain the ass I've had so many issues. I hadn't used the account in a couple months they charged me and I contacted them instantly to ask for a refund they refused ... although they had just charged me moments earlier like minutes.. then proceeded to continue billing me.

I cannot recommend this product after 1…

I cannot recommend this product after 1 year. I found recently they've been over charging me for text messages and calls for literally the enture duration. Charging me 3x the price for texts - because I had an apostrophe in the word "I'm"......... this is why that said "their text client charged me 3x the price" ... then I found when I logged calls from my phone I wuold get back to my computer and be asked to log the same call and so I would thinking it was not big deal just a flaw in their ...