Salesmate CRM Review 2024

Salesmate CRM software offers an affordable, user-friendly customer relationship management package that delivers sales process optimization, lead creation and follow-through, and customer management. While it has a lot to offer startups and small businesses that want to grow sales, one or two details could be improved.

• Emphasis on scaling growing startups
• Impressive sales management tools
• Strong customer service

• No free plan
• Not as well suited to large, established businesses

Salesmate has a pricing structure similar to that of other CRMs: it offers four paid plans, with each plan increasing in features and price. Those on the tightest budgets will be disappointed to find out that there is no free plan. However, Salesmate does offer a 15-day free trial and a relatively low starting plan with some impressive features.

Notable Features:

• Contact management
• Multiple pipeline management
• Built-in calling and text
• Customization capabilities
• Standard dashboard and reports

Notable Features:

• Team inbox
• Product management
• Custom dashboard and reports
• Goal management
• Custom roles

Notable Features:

• Team management
• Increased workflow, sequence, and inbox limits
• Power dialer
• IP restriction
• Smart activity queue

Notable Features:

• Dedicated Account Manager
• Unlimited dashboards
• Personalized onboarding
• Increased workflow, sequence, and inbox limits
• Priority support

We now know that Salesmate CRM software comes in a range of relatively affordable plans and offers a comprehensive menu for addressing sales, customer, and marketing management. 

But to determine whether Salesmate is the best CRM software for your startup, you will want to consider how it works for other users and how their business needs align with yours.  

Here are some verified reviews from TrustRadius by people who used Salesmate CRM:

“Salesmate is an excellent choice for small and medium businesses looking for an incredibly powerful CRM platform. The only use case where it may not be best suited is for larger companies or enterprise applications. For those unique cases that need robust custom-built solutions, Salesforce may be a better fit. However, for most companies, this platform features incredible capabilities.”

“I would definitely recommend to a colleague. The setup process was pretty quick. I initially did not choose Salesmate as the preferred CRM provider but quickly realized there are a lot of compatibility issues with other CRM systems. Salesmate was the best option to handle everything regarding sales management and customer support under one roof.”

“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 overall 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 personal brand! Kudos to the team for bringing out such a wonderful product backed by an equally amazing service team.”

Users generally find Salesmate to be a powerful but user-friendly CRM that delivers on its promise to help optimize sales and customer processes and maximize lead generation potential. While Salesmate CRM software offers an Enterprise plan with premium support features, many users describe it as being a perfect fit for small- to medium-sized businesses and growth-oriented startups.

It’s no surprise that Salesmate’s upper mid-level Boost plan is its most popular, as we found it to be a thorough CRM solution that addresses the complex needs of fast-growing businesses while being user-friendly and adaptable for most smaller businesses.

There are plenty of competitors out there that offer CRM software for startups – one of the more popular is Pipedrive. We find that Salesmate compares to Pipedrive in the following ways:

Salesmate skips the free plan and opts for a 15-day free trial on paid plans, which start at $12 per user per month when billed annually. From there, pricing and features increase to $24, then $40 for its most popular Boost plan. Enterprise plan pricing varies, so you have to contact Salesmate for custom quotes. Across CRMs, Salesmate’s pricing could be described as an affordable mid-level option with strong capabilities.

A free plan is not offered with Pipedrive either, and, at 14 days, its free trial is slightly shorter. Pipedrive also offers four plans per user, each adding to the features of the prior plan: Essential at $14.90; Advanced at $24.90; Professional at $49.90; and Enterprise at $99. These prices reflect annual plans, with the Professional being the most popular. Pipedrive runs a bit more expensive on most plans, especially its most popular.

Salesmate offers strong features for optimizing sales and helping you better identify and connect leads to sales actions. For example, Salesmate’s Activity Tracker keeps you updated about past and future actions connected to each deal and contact, while the Product Module links products to deals to provide more accurate quotes and forecasting. Even with Salesmate’s entry plan, users have access to pipeline management, customer support, and email marketing tools, along with custom reports, dashboards, and web forms.

As would be expected from its name, Pipedrive emphasizes pipeline management features. Pipedrive will also help you send email campaigns, generate and track leads, and automate workflows. Both have drag-and-drop capabilities and allow for customizations and integrations, but Salesmate includes more all-around features in its entry plan. With Pipedrive, you’ll have to select the pricier Pro plan to see custom reports. While both are impressive, when it comes to overall CRM features, Salesmate has more bang for the buck. 

Salesmate's CRM software has an intuitive feel to it with a clean, professional look. It also has a reputation for being easy to use and is often listed among the top CRM software providers. Users generally find it to have a comfortable onboarding slope. It's also given high marks for its customer support and receives positive feedback for its ease at managing customer relationships through text, calls, and emails. The Salesmate app is also user-friendly and nearly as functional as the desktop software.

Likewise, Pipedrive is lauded as CRM software with high accessibility for users of different skill levels. Its menus and screens have a similar clean look as Salesmate, though occasionally its screens seem busier. In addition, Pipedrive offers Pipedrive Academy, which features training videos and in-depth tutorials on specific features. Users report that features like lead tracking are easy to use and follow. The bottom line is: when it comes to ease of use, both Pipedrive and Salesmate win.

Salesmate offers native integrations with 700+ business apps, including Google apps and other popular add-ons like BigCommerce, ActiveCampaign, MailChimp, and DocuSign. Most of Salesmate’s current top integrations are marketing, email, or document-based apps. Salesmate also boasts an API that allows you to build your own apps on top of the Salesmate platform. Through its partnership with Zapier, you can also connect 1,000 integrations to your Salesmate plan. Just keep an eye on your budget.

Pipedrive offers a much more limited selection of native apps at 300 compared to Salesmate’s 700. Like Salesmate, it also delivers an API open platform that allows you to create your own Pipedrive-based app, and it connects with Zapier to allow for additional integration capabilities. Native apps are often preferred because they are built for the software and typically have a higher level of security and seamless integration. So, when it comes to integration flexibility, Salesmate wins.

Salesmate offers a high level of customization with some options available with its entry-level plan. Users can look forward to creating customized deal cards and having access to over 200 customizable fields. Create as many sales process stages and pipelines as needed. You can also rename or turn off features you don’t use to reduce distractions. All form layouts are also fully customizable, and the open API platform encourages custom app creation.

With Pipedrive, you can certainly access pipeline customization capabilities, such as setting pipeline stages. Users can also add custom fields. As with Salesmate, you can also access multiple languages and currencies, which can help if you have international customers. Pipedrive also allows you to switch off features you are not using for optimum efficiency. Users can also create custom dashboards, email templates, and reports with higher-tiered plans. Both offer a high degree of customization, with Salesforce offering a bit more at lower price points.

Salesmate provides standard reports and metrics dashboards with its entry-level plan and custom reports and dashboards with its mid-level plan. Salesmate’s analytics features let you access and share reports with team members and create visual reports using charts and graphs. Users can schedule, sort, and set permissions for reports. The Report Library includes 20+ easily accessible standard reports that focus on popular data metrics. Apply smart filters to drill down into specific data and use dashboards to create an easy drag-and-drop snapshot.

Pipedrive includes customizable reports at a higher plan level. With this, users can create leads, deal tracking, and revenue forecasting reports. You can also create performance and conversion reports. The Pipedrive Insights Dashboard allows you to create a customized quick view of priority analytics. There are also reports available for forecasting revenue and measuring team performance. While Pipedrive will give you an excellent overview of your sales pipeline processes, Salesmate has slightly more in-depth reporting capabilities overall and more options with lower-priced plans.

Salesmate is known to offer solid customer support to its users, with customers at all plan levels able to access email support, chat support, and a live screen-sharing support feature with audio. Salesmate also has a self-service support center with videos, tutorials, and community-based support. Users opting for the highest-level Enterprise plan can also access a dedicated Account Manager, priority support, and personalized onboarding. But even those on lower-level plans report efficient service.

Pipedrive also receives positive marks for its customer support. With its plans, all customers receive 24/7 live chat support and access to its online help center with self-service options. Only customers on its highest-level Enterprise plan have the option of live phone support. Salesmate, meanwhile, offers support 24/5 (i.e., all day, but only on business days) but provides a support boost with its live screen-sharing option. With both providing effective and accessible support, this one is a tie.

Salesmate is a powerful and flexible CRM with loads of customization capabilities and tools that help bring your sales, marketing, and customer teams together to optimize communication and better capture leads. Its built-in tools and web forms allow you to create and track leads and link actions, products, and deals to create a clear, real-time picture of your business.

Users will also benefit from strong email, phone, and text to manage their customer support activities, along with workflow automation, detailed data reports, and drag-and-drop dashboards. While large, enterprise-level organizations may lack more broad, advanced features, early-stage or growing startups will find in Salesmate CRM software a well-rounded, powerful tool that can grow alongside their business.