# Salesmate Reviews
**Vendor:** Salesmate  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.7/5.0  
**Total Reviews:** 113
## About Salesmate
Salesmate is an AI-powered Customer Relationship Management (CRM) platform built for mid-market and enterprise teams that need a connected system to run revenue operations at scale. It centralizes customer data, deal pipelines, tasks, and conversations so sales, marketing, support, and revenue operations stay aligned on every account. By bringing execution and visibility into one place, Salesmate reduces operational friction and helps teams move faster from first touch to renewal. Salesmate is designed for organizations scaling across teams, regions, and customer segments - and looking for a CRM that supports structured processes without slowing people down. The platform supports key revenue workflows such as capturing and qualifying leads, managing complex sales cycles, coordinating cross-team handoffs, and tracking performance through reporting and forecasting. Automation through no-code workflows and sequences reduces repetitive work, standardizes best practices, and ensures timely follow-ups without adding unnecessary complexity. A core strength of Salesmate is communication visibility and execution discipline. With seamless email synchronization and tracking, teams can monitor engagement and keep every interaction tied to the right contact, company, and deal. Built-in meeting scheduling improves speed-to-lead and responsiveness, while dashboards and reports give leaders the clarity they need to forecast accurately, identify bottlenecks, and optimize conversion across the funnel. Skara extends Salesmate with CRM-native AI agents that don’t just answer questions - they take action across the customer lifecycle. Skara can engage prospects and customers through real-time conversations, qualify and route inbound leads, book meetings using calendar availability and time-zone logic, and automatically create or update CRM records to keep pipelines clean. Beyond pre-sales, Skara can handle repetitive support requests using knowledge bases, deflect tickets, capture structured data through conversational forms, trigger workflows, assign owners, and escalate complex cases with full context and summaries. For eCommerce and digital-first businesses, Skara also enables conversational commerce use cases such as guided product discovery, answering product and availability questions, handling order status and returns, and capturing high-intent signals that flow directly into the CRM. Together, Salesmate and Skara help mid-market and enterprise organizations operate with greater speed and precision - delivering more qualified conversations, cleaner data, stronger handoffs between teams, and a customer experience that feels responsive and personalized at every stage.



## Salesmate Pros & Cons
**What users like:**

- Users commend the **responsive customer support** of Salesmate, enhancing overall satisfaction and usability of the software. (16 reviews)
- Users find Salesmate offers **exceptional ease of use** , enhancing their experience with accessible features and helpful support. (16 reviews)
- Users love the **super clean interface** and exceptional customer care, making Salesmate a highly recommended choice. (14 reviews)
- Users praise the **ease of use and exceptional support** of Salesmate, enhancing their lead management experience significantly. (12 reviews)
- Users appreciate the **efficient automation** features of Salesmate, significantly saving time and enhancing productivity in their sales processes. (9 reviews)
- Users value the **efficiency** of Salesmate, benefiting from streamlined processes and effective automation for improved productivity. (9 reviews)
- Feature Richness (9 reviews)
- Intuitive (9 reviews)
- Simple (8 reviews)
- Effective (7 reviews)

**What users dislike:**

- Users find **integration issues** with Salesmate, noting that workflow automation with other CRMs isn't seamless. (4 reviews)
- Users note a **limited feature set** for non-technical users, requiring technical support for advanced configurations. (4 reviews)
- Users find that **missing features** like multi-user login and integration improvements limit Salesmate's effectiveness. (4 reviews)
- Users note a **learning curve** for advanced configurations, requiring assistance to navigate complex setups and options. (3 reviews)
- Users find Salesmate to be **not intuitive** , struggling with advanced configurations and wishing for better user accessibility. (3 reviews)
- Users express frustration with the **slow loading times** of Salesmate, impacting user experience and functionality. (3 reviews)
- Difficult Setup (2 reviews)
- Users find the **email setup challenging** , noting difficulties with domains and needing improvements in email marketing management. (2 reviews)
- Email Management (2 reviews)
- Lack of Integrations (2 reviews)


## Salesmate 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?page=4&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-05-14+03%3A53%3A27+-0500&secure%5Bsession_id%5D=89285c3b-0a4c-45c5-98a6-470e0a68bb6a&secure%5Btoken%5D=1edcded8bfa85bc7ea9991650c5e06b583eb9f10b22f5e3ecb99eb66f26eaa34&format=llm_user)
## Salesmate Integrations
  - [BigCommerce](https://www.g2.com/products/bigcommerce/reviews)
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## Salesmate Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management

**Email Marketing**
- Building and Personalizing Emails
- Sending Outbound Emails
- Manage Email Deliverability
- Automated Email Responses

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

**Online Marketing**
- Landing Pages and Forms
- Dynamic Content
- A/B Testing
- Mobile Optimized
- Search Tracking and Optimization

**Ticket and Case Management**
- Ticket creation user experience
- Ticket response user experience
- Workflow
- Response Automation
- SLA Management
- Attachments/Screencasts
- Ticket Collaboration
- Customer and Contacts Database

**Core Conversational Capabilities - AI Chatbots**
- Controlled LLM Response Generation
- Context Maintenance Within Sessions
- Natural Language Understanding & Intent Inference

**Lead Facilitation**
- Customer-facing Chatbot
- Lead Qualification
- Lead Follow-up
- Meeting Scheduling 

**Integrated Workflows**
- Task Management
- Email Tracking/Automation
- Calls and Voice
- Other Outreach Options 
- CRM Integration
- Calendar
- Shared Records

**Responses**
- Personalization
- Route To Human
- Natural Language Understanding (NLU)

**Conversational Platform**
- Personalization
- Omnichannel
- Contextual Engagement
- Proactive Engagement

**Integrations**
- MS Teams Integration
- Email Integration
- Zoom Integration
- Google Meet Integration
- Salesforce Integration

**Customer Support**
- Text
- Speech
- Knowledge Base

**Data**
- Reliability
- Data Security

**Generative AI**
- AI Text Generation
- AI Text Summarization
- AI Text-to-Speech

**Automation - AI Agents**
- Sales Follow-Up
- Customer Interaction Automation
- Lead Generation
- Document Processing
- Feedback Collection

**Voice Recognition - AI Voice Assistants**
- Voice Recognition

**Agentic AI - Sales Performance Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Email Tracking**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Sales Analytics**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Outbound Call Tracking**
- Autonomous Task Execution
- Natural Language Interaction

**Relationship Management - Insurance CRM**
- Renewal Management
- Client Communication Tools
- Lead Tracking
- Contact Management
- Winbacks
- Communication History
- Activity Management
- Reputation Management

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics

**Lead Management**
- Marketing Lead Database
- Data Quality Management
- Segmentation
- Lead Scoring and Grading
- Lead Nurturing
- Online Behavior Tracking
- Automated Alerts and Tasks
- CRM Lead Integration

**Data Sourcing**
- Data Sourcing
- Exporting & Sharing Data
- Multi-Device Data Visualization
- Interactive Dashboards
- Data Segmentation

**Communication**
- Pop-up Chat
- Notifications
- Targeted Emails
- In-App Messaging
- Co-Browsing

**Calling**
- Record Calls
- Generate Location
- Call Types
- Click-to-Call
- Auto Dialer

**Analytics**
- Open Rates
- Link Activity

**Incentives**
- Commission Calculator
- Leaderboards

**Organization**
- Opportunity and Pipeline Management 
- Data Entry
- Integrations / APIs

**Repeatability and Reportability**
- Workflow Management
- Workflow Performance
- Sales Coaching and Insights

**Platform**
- Conversation Editor
- Integration
- Human-In-The-Loop

**Support Automation**
- Intelligent Routing
- Seamless Escalation
- Transcripts
- Self-Serve Support

**Branding & Customizatio**
- Custom Booking Page
- Personalized Links
- Personalized Web Embed

**Automation**
- Ticket Resolution
- Customization
- Intelligent Routing

**Interaction**
- Complex Query Handling
- Natural Conversation
- Understanding
- Context Management
- Customizability

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Autonomy -  AI Agents**
- Independent Decision Making
- Adaptive Responses
- Task Execution
- Problem Solving

**Speech Synthesis - AI Voice Assistants**
- Speech Synthesis
- Customizable speech
- Multiple voice actions

**Follow up Automation - Insurance CRM**
- Automated Follow-Ups
- Marketing Campaigns

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

**Campaign Management**
- Program Management
- Event / Webinar Marketing
- Calendaring
- Budgeting

**Predictive Analytics**
- Lead Scoring
- Opportunity Scoring
- Risk Analysis
- Live Forecasting

** Internal Use**
- Customization 
- Conversation Archiving
- Lead Development
- Knowledge Base
- Team Inbox 
- Customer Profiles

**Contacts**
- Personalization
- Information Locater
- Record Prospect Data

**Customizations**
- Email Platform Integration
- Email Scheduling
- Notifications
- Email Categorization
- Templates

**Personalization**
- Profiles
- Custom Reports
- Dashboards
- Goal Setting

**Task & Flow Management - AI Chatbots**
- Scripted Dialogue & Decision Tree Support
- Fallback Responses for Unknown Queries

**Performance Analysis**
- Coaching 
- Peformance Tracking

**AI and Automation**
- Lead Prioritization
- Lead Scoring
- Best Time of Day Scheduling
- Buyer Intelligence
- Machine Learning

**Automatic Rules & Configurations**
- Set Working Hours
- Automatic Updates
- Buffer Times

**Artificial Intelligence**
- Learning
- Language
- Conversational AI

**Learning**
- User Interaction Learning
- Error Learning

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Generative AI**
- AI Text Generation

**Security and privacy - AI Voice Assistants**
- Encrypted communication

**Agentic AI - Help Desk**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - AI Agents**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Document Management - Insurance CRM**
- Documentation handling

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support

**Social**
- Social Listening
- Social Sharing
- Social Campaigns
- Social Media Engagement
- Social Media Advertising

**Sales Management**
- Live Pipeline Management
- Sales Gamification
- Account-Based Analytics
- Activity Tracking

**Insights**
- Notes
- Daily Summary
- Automated Voicemails
- Automated Emails
- Sorts Prospects
- Automated Note Taking

**Administrative**
- Integration
- Employee Structure
- Behavior Monitoring

**Sales Analysis**
- ROI Forecasting 
- Sales Forecasting 

**Deployment & Embedding - AI Chatbots**
- API Access for Business System Integration
- Web Widget & SDK Embedding

**Content Generation**
- Creativity
- Content Accuracy

**Generative AI**
- AI Text Generation

**Compatibility - AI Voice Assistants**
- Cross platform compatibility

**Agentic AI - Business Scheduling**
- Autonomous Task Execution
- Multi-step Planning

**Integrations & Reports - Insurance CRM**
- Integrations
- Reporting & Analytics

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

**Reporting & Analytics**
- Basic Reporting
- Web Analytics
- ROI Analytics
- Revenue Analytics
- SEO / Keyword Analytics

**Communication Channels**
- Customer Portal
- Email to Case
- Chat/Live Support
- Social Integration
- Voice

**Admin & Configuration - AI Chatbots**
- No-Code Conversation Design

**System**
- API Flexibility
- Update Frequency and Utility
- Cross-Platform Compatibility	
- Software Integration

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Agentic AI - Sales Engagement**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications

**Platform**
- Customization 
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Performance and Reliability
- Output Document Generation

**Agentic AI - AI Sales Assistant**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - AI Chatbots**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Generative AI**
- AI Text Generation

**Agentic AI - Marketing Automation**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making

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

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications

**Platform**
- Mobile User Support
- Customization 
- User, Role, and Access Management
- Integration
- Reporting
- Dashboards

**Monitoring & Improvement - AI Chatbots**
- Feedback-Driven Response Optimization

**Reliability & Safety - AI Chatbots**
- Guardrails & Content Controls

## Top Salesmate Alternatives
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