--- title: Salesmate Reviews meta_title: 'Salesmate Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 118 reviews by the users' company size, role or industry to find out how Salesmate works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 118 scale: '5' date_modified: '2026-07-07' 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:** 4.7/5.0 **Total Reviews:** 118 ## 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 praise the **exceptional customer support** of Salesmate, noting prompt responses and valuable assistance throughout their experience. (15 reviews) - Users value the **ease of use** of Salesmate, benefiting from its all-in-one solution and helpful support. (15 reviews) - Users highlight the **intuitive user interface** of Salesmate, making workflow creation and communication management effortless. (12 reviews) - Users praise the **easy-to-use interface** of Salesmate, which simplifies workflow creation and enhances overall productivity. (11 reviews) - Users love the **intuitive interface** of Salesmate, making workflows and communications simple and efficient. (9 reviews) - Users appreciate the **efficient automation** in Salesmate, significantly saving time and enhancing productivity in their sales process. (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 face **integration issues** with Salesmate, as workflow automation and third-party connections can be clunky and limited. (4 reviews) - Users note the **limited features** of Salesmate, particularly regarding third-party integrations and email marketing management. (4 reviews) - Users note the **missing features** in Salesmate, including inadequate support and improvements needed for integrations and mobile functionality. (4 reviews) - Users note a **learning curve** for advanced configurations, needing technical support to fully manage initial setup. (3 reviews) - Users find Salesmate to be **not intuitive** , requiring significant technical assistance for advanced configurations and setup. (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. It's very User friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Raghu V. | Lead Market Research, Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2023 **What do you like best about Salesmate?** Overview of an account and lead details, It's easy to access and its features. It is easy to create the dashboard based on your requirements. **What do you dislike about Salesmate?** Not much it's a very User friendly tool for any team. **What problems is Salesmate solving and how is that benefiting you?** It's helping us to solve several problems, including sales data, manual tasks, and lack of visibility. And can automate many sales tasks, including lead routing, sending emails, and follow-up emails. ### 2. Very easy to navigate and understand **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2024 **What do you like best about Salesmate?** The ease f adding compnaies and contacts **What do you dislike about Salesmate?** it laacks integration with plugins like Kaspr and LinkedIn **What problems is Salesmate solving and how is that benefiting you?** Keeping track of accounts and client details ### 3. Salesmate is a crm suite which actually reduces your workload and not increase it. **Rating:** 5.0/5.0 stars **Reviewed by:** Labanya R. | Senior Sales Consultant , Mid-Market (51-1000 emp.) **Reviewed Date:** September 23, 2023 **What do you like best about Salesmate?** 1. The uptime - I have hardly found this crm server to be down. 2. GDPR compliant - 3. Intelligent campaign tracking features. 4. 24*7 support **What do you dislike about Salesmate?** We would love to have auto call recording log integration with skype. **What problems is Salesmate solving and how is that benefiting you?** Gives me good email tracking knowledge to retarget my prospects Makes my email campaigns in Europe GDPR compliant Efficient sales progress management ### 4. Feature rich, Great development path, Awesome service team **Rating:** 5.0/5.0 stars **Reviewed by:** Bismark D. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2023 **What do you like best about Salesmate?** Salesmate packs a ton of value delivered with unparalleled simplicity. You get the usual contact and sales pipeline management software for the same price or better than most competitors. On top of this, they really stack up the value. I truly wanted to like both, Zoho & Insightly, but the value and simplicity were not there. On top of the basics, they pack on multiple pipelines, which I use to run various side gigs since I can use more than one email with the CRM. From scheduling software to webforms forms to marketing journeys to web chat apps to calling and texting built into the software, Salesmate is a unique value proposition in the marketplace and is a true game changer. **What do you dislike about Salesmate?** Not much, could be faster loading up. The only peeve I have is the fact that when I click on links to various modules from another module, it lands me on the editing form for that object. Hope that changes. **What problems is Salesmate solving and how is that benefiting you?** So I have several businesses. Salesmate helps me gather leads from websites, use different telephone numbers for each business and helps me segment contact database as needed using tags, and lists. I use a different pipeline for each sales effort and project tracking. It records telephone calls and allows for text messaging. Very flexible tool ### 5. Salesmate has been a valuable tool to our organisation. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2024 **What do you like best about Salesmate?** The ability to automate certain processes has saved time. **What do you dislike about Salesmate?** Would be nice if it could integrate with 3cx **What problems is Salesmate solving and how is that benefiting you?** Automatic follow-ups and sales management process ### 6. Salesmate is one of the best CRM software to boost sales **Rating:** 5.0/5.0 stars **Reviewed by:** Yash K. | Program Manager, Education Management, Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2023 **What do you like best about Salesmate?** Salesmate has many unique features but the feature of personal touch is one of the best features of this software because if the customer feels a good connection they bring more referrals as well. **What do you dislike about Salesmate?** There is nothing to dislike about Salesmate because it helps us increase revenue and work with more clarity and focus. Honestly, I can not suggest any improvements **What problems is Salesmate solving and how is that benefiting you?** Salesmate is solving problem related to successful connects, it helps in remembering the follow-ups on time which enables the trust of customers and helps our org to increase the revenue ### 7. Best Crm i every worked **Rating:** 4.5/5.0 stars **Reviewed by:** Pooja T. | Inside Sales Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** April 18, 2023 **What do you like best about Salesmate?** Best bundle of segments like email tracking system and call tracking system . After lead got captured and if i need to fetch with specific fields of leads so i can make custom filter , its very useful **What do you dislike about Salesmate?** While using salesmate we did not get anything of dislike about them **What problems is Salesmate solving and how is that benefiting you?** Helped us in call monotoring of our sales and support team and can check recording any tine from their cloud ### 8. User friendly crm which helps communication with leads easy. **Rating:** 5.0/5.0 stars **Reviewed by:** Smrithy R. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2023 **What do you like best about Salesmate?** The schedule for emails and texts. Easy customer interaction. Helps in quicker communication with the leads. **What do you dislike about Salesmate?** Absolutely nothing.it's a perfect crm for sales people. **What problems is Salesmate solving and how is that benefiting you?** It's helps me communicate with leads effectively and also tracks my sales performance. ### 9. Economical & Feature Rich **Rating:** 3.5/5.0 stars **Reviewed by:** Naresh R. | Regional Channel Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 06, 2022 **What do you like best about Salesmate?** - Abundant functionalities - Ideal email, call, and texting options - Comprehensive 360-degree view of all prospects and members - Outstanding customer support **What do you dislike about Salesmate?** - Email traction could be a bit better - Cost of calls **What problems is Salesmate solving and how is that benefiting you?** - Helps in following up with each client until sales closure - Provides necessary tools to schedule the follow-ups - Sales progress report which helps in understanding the overall team effort ### 10. Best CRM App Handsdown! **Rating:** 5.0/5.0 stars **Reviewed by:** Adam O. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2022 **What do you like best about Salesmate?** Salesmate is amazing. Been trying to find a genuinely good CRM for a long time, and Salesmate has completely blown me away. The native calling and texting, especially inside of the app are amazing. And the support is Top Notch! Best support I've ever received from a CRM. **What do you dislike about Salesmate?** I don't dislike anything. Think the app is awesome! **What problems is Salesmate solving and how is that benefiting you?** Sales Outreach & Managing my pipeline for me ### 11. Excellent interface and support **Rating:** 5.0/5.0 stars **Reviewed by:** Joachim M. | Financial adivsor, Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2021 **What do you like best about Salesmate?** I really like the very intuitive interface. It's easy to get ahold of it. They have a lot of very interesting functionnalities, that allows me to keep in track with my demanding clients. The support is extremely reactive. I usually get an answer within five minutes and the second level support is very very reactive. I've a few issue here and there, especially with migrating from an opponent, but it was quickly solved. They are also very open minded. I once needed a functionnality for one day from a higher plan. I just needed it for one day, in order to finish up a task. They agreed to let me use the higher plan for free for almost a week! How appreciated. **What do you dislike about Salesmate?** I can't think of anything in particular. The few issues I've had here and there were resolved. I did have a few functionnality suggestions, but I can't think of anything right now. This is quite a great product. I've explored many CRM, and salesmate is by far the best for me! **Recommendations to others considering Salesmate:** Make sure to be extremely aware of all functionalities. I discovered some afterwards and regretted not using them right away. Also consider the plan you want to go for. If you ever need to contact the support, make sure to be very precise and your issue will most likely be resolved fast. **What problems is Salesmate solving and how is that benefiting you?** I needed to have a CRM that lets me follow-up with each clients individually, withouth overwhelming me with tasks. A simple example: They have a functionnality that automatically creates a to do task if the client doesn't answer the e-mail. This is extremely helpful for follow-up and it's not overwhelming. No repetitive useless work. ### 12. Needed to set up cold call automation **Rating:** 5.0/5.0 stars **Reviewed by:** Justin M. | I, Small-Business (50 or fewer emp.) **Reviewed Date:** July 19, 2022 **What do you like best about Salesmate?** I got it done. I shopped around for 3 moths tried out close and Zoho. They didn't work, I shopped Salesforce they were to expensive and probably wouldn't work. **What do you dislike about Salesmate?** Nothing so far it's been one month of setting up my automation journeys necessary for my niche. **What problems is Salesmate solving and how is that benefiting you?** I have a data subscription for possible off market real estate deals. And they are the only CRM (that actually works) I found to automation the cold call process. ### 13. Very Adaptable **Rating:** 5.0/5.0 stars **Reviewed by:** Leatrice T. | Executive Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2022 **What do you like best about Salesmate?** Since we don't use Salesmate for "sales" but for work order organization and customer communication, it is one of the most adaptable software we've found. From logging calls, emails (even future emails), sending text messages (even future text messages) and taking calls. We also appreciate that the cost of texting and calling are extremely competitive - Salesmate really meets the mark! **What do you dislike about Salesmate?** Although taking calls and call quality is very good, the only thing missing is the scheduling of on/off hours so we are getting calls late at night, etc. **What problems is Salesmate solving and how is that benefiting you?** Organizing work orders and corresponding with each customer in various ways. ### 14. Affordable, powerful CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Josh G. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2022 **What do you like best about Salesmate?** Salesmate does it all, email, texting, phone calls with recording can all be done from the CRM. It's the backbone of my insurance agency. It's organized, and helps keep me on track! **What do you dislike about Salesmate?** The only issue I've had was when the site went down for a few hours. **What problems is Salesmate solving and how is that benefiting you?** Salesmate helps me stay organized and keeps me in communication with my clients. ### 15. Salesmate is my go to CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Boris H. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2022 **What do you like best about Salesmate?** Salesmate is easy to use and learn. I love their UI and capabilities within the software. **What do you dislike about Salesmate?** There are not too many downsides to the software. However, one thing I do dislike is the connectivity when using their voice dialer **Recommendations to others considering Salesmate:** Get to know the full function of the software for its full potential **What problems is Salesmate solving and how is that benefiting you?** A problem that Salesmate is solving is my organization within myself and my team members. ### 16. Simple CRM for all your Customer Cycle **Rating:** 3.5/5.0 stars **Reviewed by:** Naveen k. | Onboarding Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Salesmate?** Ease of customization and very lightweight tool, it is cloud software so we can easily log in from any device and supports the proper UI in most of the device like Macbook, Windows Machine, They also have a native android app and IOS app. The email sync works flawlessly and syncs all the emails from my email provider. Very helpful in adding the calendar invite to the calendar based on the activity or the demo scheduled. **What do you dislike about Salesmate?** At times the product gets slow and takes time to recover, needs multiple hard refreshes to fix this and their status page is not updated at the time of the incident and they don't have a proper track of product down incidence. The email tracking could be more accurate, it also shows the open history of the person who sent the information, also the email tracking shows the location of the server not of the person using the request, this is something that can be improved better. **Recommendations to others considering Salesmate:** Enhancement of reports would be really helpful, it would be nice if we could export data periodically from the tool on a scheduler basis. **What problems is Salesmate solving and how is that benefiting you?** We use it for inbound sales, outbound sales, customer success, and partner deal management. so overall the entire customer journey is managed in Salesmate across various teams in our company. Our sales team use salesmate to manage all the prospects and convert it to closure, similarly, our partner team uses this to convert parter lead to closure. CS team uses it for customer onboarding and churn management. ### 17. Salesmate review - good starter **Rating:** 1.5/5.0 stars **Reviewed by:** Richard L. | APAC SALES MANAGER, Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2022 **What do you like best about Salesmate?** Very cheap CRM option for companies who have never used a CRM in the past. Definitely worth looking at if you have never used a CRM before. **What do you dislike about Salesmate?** Their level of support was incredibly limited. Whenever we raised a trouble ticket it was not really addressed. **Recommendations to others considering Salesmate:** Great entry level CRM. Would definitely try it out if you need a basic CRM to monitor contact and customer emails, calls and deals. Their automation was very limited and tricky unfortunately. We also found their support to be very limited. **What problems is Salesmate solving and how is that benefiting you?** Basic CRM functions - great for a new company to keep track of customers and contacts ### 18. INCREDIBLE CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2022 **What do you like best about Salesmate?** Amazing customer service. It requires little experience with CRM's and you'll intuitively understand how to use the system. **What do you dislike about Salesmate?** No downside. Everything is explained very quickly and efficiently to you. **What problems is Salesmate solving and how is that benefiting you?** Makes selling incredibly quick and simple to do. ### 19. Near Perfect CRM that any small or medium size business should consider for their shortlist. **Rating:** 5.0/5.0 stars **Reviewed by:** Michael E. | Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 28, 2021 **What do you like best about Salesmate?** Incredibly intuitive software that allows you to customize to your hearts desire. Feature-rich system, that includes pretty much everything you'd need out-of-the-box at a fraction of the cost you'll find elsewhere. Excellent reporting suite and usable by sales, marketing and customer service. As far as all-in-one solutions go, this is an excellent option. **What do you dislike about Salesmate?** Would be great to have calls tracked as calls through the app, but very nitpicky. Most of the main 'issues' I have elsewhere aren't present...so it's hard to dislike much about it. **What problems is Salesmate solving and how is that benefiting you?** Originally, we wanted a system just for sales CRM, but after overviewing we've since shifted our marketing suite over to SalesMate too. Allows us better view of our customers/members, better reporting, and overall automates a lot of tedious tasks. ### 20. A perfect CRM for all kind of businesses **Rating:** 4.5/5.0 stars **Reviewed by:** Gaurav M. | Business Growth Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2021 **What do you like best about Salesmate?** We first set out to locate a CRM system that would help us streamline our sales and support processes while also providing improved reporting. After reviewing the functionality of Salesmate, I quickly realized that it could be used for more than simply sales. It could also be used for customer support and marketing. With the addition of forms, automation, and bulk-emailing, we decided to use it for all aspects of customer relationship management in order to gain a better 360-degree perspective of our prospects and members. We've been using Salesmate for our complete operating suite, and it's been great so far. Excellent UI, features, and customer service. **What do you dislike about Salesmate?** It would be great if calls were monitored through the app, but that is a fair observation. I experienced some minor concerns, but they were all resolved. I had a couple of suggestions for functionality, but I'm at a loss for words right now. This is a fantastic product. I've tried a lot of CRMs, and Salesmate is by far the best! **What problems is Salesmate solving and how is that benefiting you?** Salesmate makes it easier to keep track of leads. Its capacity to send text or email messages, as well as phone a contact, aids us in establishing and maintaining positive relationships with our prospects and customers. ### 21. Best CRM & Customer Journey Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Deepika R. | Business Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2022 **What do you like best about Salesmate?** It helps businesses close more deals faster. It is an easy to use interface and automated workflows and lets the sales team focus on the correct values at the right time **What do you dislike about Salesmate?** The cost per user adds up a problem with importing contacts to companies. The information given isn't always accurate **Recommendations to others considering Salesmate:** The deal pipeline is easy to use and view **What problems is Salesmate solving and how is that benefiting you?** The pipeline graphic is easily accessible and digestible. It has an easier time tracking presentations and deals along with the number of contacts made with the clients while tracking calls ### 22. Salesmate Nails the CRM Challenge **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2021 **What do you like best about Salesmate?** Great UX, Features are simple to use, Lets me do the stuff I really need - especially around triggered sequences - so many other CRM's I tried couldn't do this easily. **What do you dislike about Salesmate?** Very little, but it could have a better scheduler, and the sequencing is slightly less than perfect (still really good). **Recommendations to others considering Salesmate:** It's a fifth of the price of Hubspot, and half that of Pipedrive. What have you got to lose? It's better than both (for sales - HS is better for a marketing CRM), I can't express how seamlessly it works. Once you get up and going, you'll be shocked at how easy it can be. If, like me, you've had issues finding something that actually works that isn't SUPER expensive, this may do the trick. **What problems is Salesmate solving and how is that benefiting you?** SOOO many - triggered sequences, multi step, multi channel followups. Sales pipeline management. etc ### 23. Awesome Product **Rating:** 5.0/5.0 stars **Reviewed by:** roger s. | BI Application Developer, Enterprise (> 1000 emp.) **Reviewed Date:** January 14, 2022 **What do you like best about Salesmate?** Salesmate is an easy to use CRM with affordable pricing **What do you dislike about Salesmate?** None encountered so far, always scope for Improvement **Recommendations to others considering Salesmate:** Salesmate is an easy to use CRM with affordable pricing.Salesmate CRM, it's designed for specific needs of small and mid-sized businesses. Salesmate helps in solving actual business problems and empower businesses to make improved decisions. Delivering extraordinary experiences to our customers remain at the core of our every activity. Salesmate gives you an ease in your business cycle and lots of analytics and insights. **What problems is Salesmate solving and how is that benefiting you?** Sales Analytics, automation of sales process etc. Benifits - helps sales planning , better revenue ### 24. Simple , yet robust CRM for sales teams **Rating:** 5.0/5.0 stars **Reviewed by:** Chitti B. | Founder and Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2021 **What do you like best about Salesmate?** Sales teams can adopt with ease. Salesmate is one single source of truth for all conversations with prospects and customers **What do you dislike about Salesmate?** Being an upcoming and growing CRM, Stalemate needs a few areas of improvement as every new SaaS product. **What problems is Salesmate solving and how is that benefiting you?** Salesmate has given us a great way to improve communication with our leads, clients, and potential customers. We can email contacts from a single location, access a log of all our previous interactions with that contact, view the entire sales pipeline across teams, and help us in forecasts. ### 25. Absolutely love to work on Salesmate **Rating:** 5.0/5.0 stars **Reviewed by:** Puja K. | Client Partner - Business Success, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2021 **What do you like best about Salesmate?** Absolutely love to work on Salesmate.. Its absolutely wonderful when comes to streamlining the sales cycle right from onboarding the leads to various stages to deal closure.. Easier to view all leads on the same page .. having access to a scorecard in order to prioritize the relevant activities, has an in-built dialer to make calls. Automation to study and track website activities. Automation of email campaigns. Like the timely assistance when in need. Kudos to Team Salesmate! **What do you dislike about Salesmate?** inbuilt calling feature is a bit higher. **What problems is Salesmate solving and how is that benefiting you?** Streamlining the sales cycle right from onboarding the leads to various stages to deal closure. Access to a scorecard to prioritize the relevant activities. Automation with email campaigns is amazing. ### 26. Easy to use, feature packed affordable CRM platform! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2021 **What do you like best about Salesmate?** What sets Salesmate apart from its competitors is its ability to go beyond traditional CRMs in terms of features while still making it affordable for business owners of all sizes. They offer a host of automation capabilities that make like work of repetitive tasks that generally weigh sales teams down from focussing on what matters most. Their platform is well designed, easy to use and they offer outstanding customer support. If you're looking for CRM that offers bang for your buck, you can't go wrong with Salesmate. **What do you dislike about Salesmate?** Integration support with Zapier is a little limited for now. **What problems is Salesmate solving and how is that benefiting you?** Salesmate has helped us streamline our sales process and automate lead follow-up. ### 27. Great customer service, affordable, and lots of options **Rating:** 4.0/5.0 stars **Reviewed by:** Benjamin M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2021 **What do you like best about Salesmate?** Price was the first consideration when looking for a new CRM a few months ago, and Salesmate has a friendly pricing system. Some features are a must have for what I need done, so I was forced into the highest tier plan, but it was still more affordable than what I had previously been using and other providers that I looked into. **What do you dislike about Salesmate?** I dislike the cost of sending text messages and for phone minutes, being that every interaction costs more money. The amount billed each month isn't that month currently, but it can certaintly become exorbitant if not managed carefully. **What problems is Salesmate solving and how is that benefiting you?** Customer management in a more organized automated way. Also, the ability to send a text or email message, and call a contact all in one software. ### 28. Incredible Sales CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Outsourcing/Offshoring | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2021 **What do you like best about Salesmate?** In our quest to streamline our sales effort and consolidate our siloed data, we evaluated various CRM's out there in the market and zeroed on to Salesmate; some of the features we really liked, are the comprehensive feature set, ease of use, the minimal effort taken to accomplish a task and a brilliant workflow feature to ensure that my team works, as an extension of my brand! Kudos to the team for bringing out such an excellent product backed by an equally fantastic service team. **What do you dislike about Salesmate?** We did not find any particular feature we disliked, but if I have to really nitpick - the cost of calling on the native telephony is higher. **What problems is Salesmate solving and how is that benefiting you?** Comprehensive Contact Lifecycle Management with ability to filter our prospects in various stages of engagement and drive personalized, need based interactions. ### 29. Love SalesMate, FINALLY the CRM I was looking for (To replace AgileCRM.com) **Rating:** 5.0/5.0 stars **Reviewed by:** Jaime N. | Founder, CEO & Marketing Strategist , Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2021 **What do you like best about Salesmate?** We're in the process of switching our CRMS, from AgileCRM.com, to a new CRM. We're evaluating lots of CRMs (Including Zoho, Freshworks CRM, Nimble, Nutshell, Pipedrive, and others). We believe SalesMate is by far, the best value for our money, based on the features we need. It's simple, yet complete, easy to use, and very affordable **What do you dislike about Salesmate?** Lack of lead scoring, and more advanced Zapier integrations **Recommendations to others considering Salesmate:** I was ready to jump into buying Zoho CRM for our organization, when I bumped into SalesMate because one of their marketing staff reached out to us looking to be a guest author on our blog. So I decided to check out SalesMate’s website. As soon as I landed on the page, I was very impressed about what I saw listed in the features, their beautiful design, and their easy to reach support via live chat. Within 30 min, after reading a lot on the website, I decided to sign-up for the free trial. I’m the type of guy who loves to test, click, open and see all the settings and features I can customize to truly get a feel for the software. I was very quickly impressed at how beautiful the user interface was, how well organized all the settings and features where, and the impressive level of customization the software allows. I then started looking at my list of features that I required for my team, in order to more seriously determine if this app was a real potential CRM we could use to replace AgileCRM.com, as I went through my list and searched for the functionality and features we needed, I was shockingly impressed how it checked almost all but two of our requirements - VERY impressive! No other CRM we had evaluated so far was this good in terms of features, pricing, and value for our team. The closest other one was Zoho CRM. So yes, I’m quite impressed how SalesMate built this CRM to be sales focused, including multi-channel communication with our users and contacts via Email, SMS, and VoIP calls (all built into the app, no 3rd party app needed). They also have full native integrations with Gmail, Google Calendar and other apps we use (Such as Quickbooks Online). So yes, we love this so far! **What problems is Salesmate solving and how is that benefiting you?** Managing my contacts, leads, and recruitment of virtual assistants from Latin America for VirtualLatinos.com ### 30. Best CRM platform period **Rating:** 5.0/5.0 stars **Reviewed by:** Gary N. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2021 **What do you like best about Salesmate?** The best thing about Salesmate is that it is highly customizable, affordable, and always being updated. **What do you dislike about Salesmate?** There is nothing I dislike about this product. **What problems is Salesmate solving and how is that benefiting you?** Automating the sales process and sales operations process ### 31. Good product and great customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Michael B. | Founder and CEO at Your Phone App, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2021 **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. **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. **What problems is Salesmate solving and how is that benefiting you?** Less admin time. Easilly store contacts and their information and can see the email threads in their contact. Very handy when need to see the emails you have sent to customers. email tagging. Using it every month. Saves me a heap of time as I can send an to a group of people without having to type their individual email. Email tracking. Love it. I can see who has opoened and read my email including attachments. ### 32. A flexible CRM with great custom field options that translate to email template merge fields **Rating:** 5.0/5.0 stars **Reviewed by:** Renée D. | Product and Knowledge Manager, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2021 **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! **What do you dislike about Salesmate?** I wish it had a contact form API integration, but I make due with Zapier. **Recommendations to others considering Salesmate:** Custom fields are one of my favorite features, but learning the connection between Workflows, Reports and the Dashboard are what really allow me to set my business on autopilot. **What problems is Salesmate solving and how is that benefiting you?** I don't need a pricey, yet clunky CRM to get all the automation power I need for my own business, and it's easy to train clients on the platform. ### 33. Solid CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2021 **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. **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. **What problems is Salesmate solving and how is that benefiting you?** unifying the entire sales process with warm leads from initial contact to complete deal being captured in 1 location. ### 34. Amazing, besides buggy search **Rating:** 4.5/5.0 stars **Reviewed by:** Jennifer H. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 05, 2021 **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 **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. **Recommendations to others considering Salesmate:** It simplifies **What problems is Salesmate solving and how is that benefiting you?** We streamlined communication and the workflow of tax season. We realized the time we save by having a lot of things centralized. ### 35. Davids Salesmate Review. My business couldn't live without it. **Rating:** 5.0/5.0 stars **Reviewed by:** David S. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2021 **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. **What do you dislike about Salesmate?** There isn't anything I dislike. Salesmate is always adding on new features as needed **What problems is Salesmate solving and how is that benefiting you?** I use Salesmate for my acquisitions side to keep organized with all the sellers we talk to so that no lead slips through the cracks. And then we use it for my Dispo side keeping track of all the properties we are selling. ### 36. Great Platform For Emerging/Mid-size Business **Rating:** 4.5/5.0 stars **Reviewed by:** Morgan H. | E, Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2021 **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. **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. **What problems is Salesmate solving and how is that benefiting you?** The largest problem solved with Salesmate is the ability to reach many prospects very quickly. Utilizing the email sequences have given us the ability to get in front of many more prospects in a much shorter period of time, thus opening new opportunities for us. ### 37. Best CRM for small and mid-sized businesses **Rating:** 4.5/5.0 stars **Reviewed by:** Manan V. | VP - Operations and Strategy, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2021 **What do you like best about Salesmate?** The ease of use, excellent support and sales automation features. **What do you dislike about Salesmate?** The email templates cannot be designed very well right now. The custom dashboards can be easier to use. **What problems is Salesmate solving and how is that benefiting you?** Lead tracking, review and automation of emails has become easier ### 38. Beautiful, easy-to-use CRM with brilliant email tracking; customer service lacking, though **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2021 **What do you like best about Salesmate?** Email syncing/tracking Ease-of-use Design **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) **Recommendations to others considering Salesmate:** From experience, I would say Salesmate is perfect for a small business (no matter how complex the set-up needed), or a medium-sized firm with a cookie-cutter product/client offering. It is fantastic as an off-the-shelf, get-what-you-see product. However, as soon as you start trying to customise Salesmate to your liking, it starts to show cracks. We ran into a number of issues in this regard, and found that the following were either not possible, or painstaking to implement: migrating custom fields, migrating notes, installing many-to-one custom fields, creating more than one product type, creating pipelines for more than one product type. Customer service at any of these junctures were lacking; the service provider typically did not understand what was being asked at first, and when they did finally understand, I was just pointed to submit a public forum request rather than given any meaningful help **What problems is Salesmate solving and how is that benefiting you?** We use Salesmate to manage a complex enquiry process for our borrowers. With many clients liaised with on one enquiry, fantastic email tracking and syncing (with our Office365) is essential, and Salesmate is the only product on the market at this price point to offer such a service ### 39. Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa D. | Sales and marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2021 **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. **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. **Recommendations to others considering Salesmate:** Salesmate is a great value and offers features that the big boys provide. It allows us to provide organization to our leads, prospects and clients. **What problems is Salesmate solving and how is that benefiting you?** We are able to organize, plan and forecast by using Salesmate. We are much more organized now than before. ### 40. The best choice after testing multiple CRMs **Rating:** 5.0/5.0 stars **Reviewed by:** Phil M. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2021 **What do you like best about Salesmate?** Functionality and customer support are both outstanding. **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. **Recommendations to others considering Salesmate:** I evaluated 8 different cloud-based CRMS at various price-points and Salesmate was by far the best choice. **What problems is Salesmate solving and how is that benefiting you?** The CRM helps me follow up timely with clients by setting activities and reminders. The customizable dashboard keeps everything in front of me on a daily basis. The custom sequences automate a lot of work. ### 41. Brilliant sales crm & incredible support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2021 **What do you like best about Salesmate?** The crm is brilliant - very attractive to the eye which helps Has everything we need such as sequences, workflows, pipelines etc etc The support is by far the best I’ve ever had - very quick responses, videos to help you - I couldn’t fault it. **What do you dislike about Salesmate?** I’d like a project module to be within but you can use deals for this too **Recommendations to others considering Salesmate:** Knocks any other crm out the water The enhancements coming this year will add an even better experience **What problems is Salesmate solving and how is that benefiting you?** No problems Benefits realised are the automation we can do ### 42. The best CRM for small and medium size companies. **Rating:** 5.0/5.0 stars **Reviewed by:** Michal M. | Co-founder, Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2021 **What do you like best about Salesmate?** CRM is intuitive, flexible and everything works intuitively. **What do you dislike about Salesmate?** I miss calculated fields. It would be nice to have ability to set calculation between numeric fields. **Recommendations to others considering Salesmate:** If you are searching for CRM which has all features for opportunity and activity management then Salesmate is the right choice for sure. **What problems is Salesmate solving and how is that benefiting you?** Sales and Opportunity management. Management of activities: tasks, appointments and calls. ### 43. Gets it Done! **Rating:** 5.0/5.0 stars **Reviewed by:** Paul P. | Logistics Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 19, 2020 **What do you like best about Salesmate?** The ease of use, features for what I need it to do and the support when i'm stuck or need alittle help, their right there every time and quickly via Chat, love it! I'm not a "write a review guy" but these guys and this product is becoming so valuable to my company and our selling efforts-easy 5 STARS! Well done and thank you, rarely do you find a product that gives you back more than what you need and expected **What do you dislike about Salesmate?** t took alittle time to get comfortable, but really, that was days (maybe hours) and not a hard process. just familiarity as with anything new, so not much to complain about... (maybe the app could be improved, however, i really haven't used it/needed it much?) **Recommendations to others considering Salesmate:** If this product is close to meeting your needs, i would not hesitate, buy it! **What problems is Salesmate solving and how is that benefiting you?** The pipeline is adequate for our needs and helps keep things organized and visible. By far the single biggest feature is the email tracking. We are starting new website and marketing campaigns and to see who opened your email, clicked on your link to your website is very valuable to understanding our reach and exposure, etc. In addition, to be able to quickly log a task to help keep organized all on a single page view, really helpful tool. Thank you again SALESMATE! ### 44. Versatile Application - Wonderful Support Team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Entertainment | Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2021 **What do you like best about Salesmate?** The customer support is incredible, love the chat function - the Salesmate team always has a quick response and is open to updating areas specific to our companies needs. The program's versatility is incredible, especially being able to have all our needed shared information in one location. Salesmate allows us to connect to our team and patrons, and work from anywhere. **What do you dislike about Salesmate?** If you are not tech savvy the program may seem overwhelming. **What problems is Salesmate solving and how is that benefiting you?** Mobility - having phones and data in one location made our COVID shutdown smooth. We continued to work and we able to reach our patrons from anywhere. ### 45. Salesmate - quite happy with it so far **Rating:** 2.5/5.0 stars **Reviewed by:** Christophe N. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2020 **What do you like best about Salesmate?** The overall design and the full set of features are good. It is easy to use and understand. **What do you dislike about Salesmate?** 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 Salesmate:** I recommend using at least the trial offer to fully understand whether this is something you need or no for your company. The premium version offers interesting metrics that you do not have in the basic plan, unfortunately... **What problems is Salesmate solving and how is that benefiting you?** I decided to use salesmate in order to automatise some emailing campain and share a list of prospect with a teammate. ### 46. Salesmate is GREAT **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2021 **What do you like best about Salesmate?** I love the ease of creating deals and reviewing them. **What do you dislike about Salesmate?** So far I have not found anything to dislike **What problems is Salesmate solving and how is that benefiting you?** It has made it so much more efficient for our sales team to get to 3 + hours of talk time a day and stick to it. ### 47. Easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2021 **What do you like best about Salesmate?** It is easy to use and train employees on. **What do you dislike about Salesmate?** Needs more availability for customization. **Recommendations to others considering Salesmate:** Great for a small organization. **What problems is Salesmate solving and how is that benefiting you?** Able to work quickly and efficiently. ### 48. The customer service is amazing! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2021 **What do you like best about Salesmate?** If you have an issue, you can write and get it sorted within 15 minutes (they are likely to do a call with you) **What do you dislike about Salesmate?** Just takes a little bit of time to get used to **What problems is Salesmate solving and how is that benefiting you?** Onboarding for our system is becoming a lot easier ### 49. Salesmate Review **Rating:** 4.0/5.0 stars **Reviewed by:** Cody S. | Founder & CMO, Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2020 **What do you like best about Salesmate?** Salesmate works great for cold outreach. We can create automated email campaigns to send out to a list, so the whole process is automated. We can even see stats on who opened each email. **What do you dislike about Salesmate?** I don't have any cons regarding Salesmate at this time. **What problems is Salesmate solving and how is that benefiting you?** Cold outreach and partner management. ### 50. Great product **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Military | Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2020 **What do you like best about Salesmate?** The mobile app so very very easy to use for remote and mobile work. CRM’s, text and email automation is great on mobile and the computer. **What do you dislike about Salesmate?** Automated texting is kind of confusing. You have to enter a code before any automated text . That make it difficult. Also, I wish Salesmate were hipaa compliant and had client document storage to serve clients in the US better. **Recommendations to others considering Salesmate:** USE THIS PRODUCT. It’s a great product and service for working in the office, home or on the go! I love it. **What problems is Salesmate solving and how is that benefiting you?** Code for automated texting. Benefits are how the CRM is to use, email tracking and how easy the rest of the product is to use! ## 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?_escaped_fragment_=&page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-11+07%3A23%3A59+-0500&secure%5Bsession_id%5D=afffe6e5-f20f-4a14-8297-3352343c1107&secure%5Btoken%5D=8a1b6947d6c5cae40e18d775d6ab0bc943314fa7e0b2d173a755b2aa7b3ac141&format=llm_user) ## Salesmate Integrations - [BigCommerce](https://www.g2.com/products/bigcommerce/reviews) - [Dialpad Connect](https://www.g2.com/products/dialpad-connect/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Instagram for Business](https://www.g2.com/products/instagram-for-business/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [Meta Audience Network](https://www.g2.com/products/meta-audience-network/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [n8n](https://www.g2.com/products/n8n/reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [RingCentral Contact Center](https://www.g2.com/products/ringcentral-contact-center/reviews) - [Shopify](https://www.g2.com/products/shopify/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [WordPress.com](https://www.g2.com/products/wordpress-com/reviews) - [WordPress.org](https://www.g2.com/products/wordpress-org/reviews) - [Xero](https://www.g2.com/products/xero/reviews) ## 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 - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,261 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,199 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,040 reviews)