Salesmate Test 2026: Vorteile, Nachteile, Funktionen und Preise
Salesmate is a CRM software designed to help revenue operations teams unify sales, marketing, and customer success workflows. If you’re struggling with disconnected data, manual processes, or limited pipeline visibility, Salesmate offers a flexible platform with automation, built-in calling, and strong integration options.
In this review, you’ll get a clear look at Salesmate’s features, pricing, pros and cons, and where it fits best—so you can decide if it’s the right CRM to drive alignment and growth for your team.
Salesmate Evaluation Summary
- From $23/user/month (billed annually)
- 15-day free trial + free demo available
Why Trust Our Software Reviews
We’ve been testing and reviewing RevOps software since 2022. As RevOps leaders ourselves, we know how critical and difficult it is to make the right decision when selecting software.
We invest in deep research to help our audience make better software purchasing decisions. We’ve tested more than 2,000 tools for different RevOps use cases and written over 1,000 comprehensive software reviews. Learn how we stay transparent & our software review methodology.
Salesmate Overview
If you’re judging Salesmate against other CRM software, I think you’ll find its clean interface, quick onboarding, and built-in calling features set it apart for small and midsize teams. The automation and integration options are strong for the price, and support is responsive.
While it doesn’t offer the deep customization or analytics you might want for complex enterprise needs, it’s a smart pick if you’re selecting a CRM to unify sales and marketing without a steep learning curve. For example, teams moving from spreadsheets or juggling multiple tools will notice a big improvement in workflow clarity.
pros
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Responsive customer support with live chat and video options.
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Automation journeys simplify repetitive sales and marketing tasks.
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Built-in calling and texting features for sales outreach.
cons
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Add-on costs can increase total price for growing teams.
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Some reporting features lack advanced customization.
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Email deliverability can be inconsistent for bulk campaigns.
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Prisync
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
Expedite Commerce
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QuickBooks Online
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4
How We Test & Score Tools
We’ve spent years building, refining, and improving our software testing and scoring system. The rubric is designed to capture the nuances of software selection and what makes a tool effective, focusing on critical aspects of the decision-making process.
Below, you can see exactly how our testing and scoring works across seven criteria. It allows us to provide an unbiased evaluation of the software based on core functionality, standout features, ease of use, onboarding, customer support, integrations, customer reviews, and value for money.
Core Functionality (25% of final scoring)
The starting point of our evaluation is always the core functionality of the tool. Does it have the basic features and functions that a user would expect to see? Are any of those core features locked to higher-tiered pricing plans? At its core, we expect a tool to stand up against the baseline capabilities of its competitors.
Standout Features (25% of final scoring)
Next, we evaluate uncommon standout features that go above and beyond the core functionality typically found in tools of its kind. A high score reflects specialized or unique features that make the product faster, more efficient, or offer additional value to the user.
We also evaluate how easy it is to integrate with other tools typically found in the tech stack to expand the functionality and utility of the software. Tools offering plentiful native integrations, 3rd party connections, and API access to build custom integrations score best.
Ease of Use (10% of final scoring)
We consider how quick and easy it is to execute the tasks defined in the core functionality using the tool. High scoring software is well designed, intuitive to use, offers mobile apps, provides templates, and makes relatively complex tasks seem simple.
Onboarding (10% of final scoring)
We know how important rapid team adoption is for a new platform, so we evaluate how easy it is to learn and use a tool with minimal training. We evaluate how quickly a team member can get set up and start using the tool with no experience. High scoring solutions indicate little or no support is required.
Customer Support (10% of final scoring)
We review how quick and easy it is to get unstuck and find help by phone, live chat, or knowledge base. Tools and companies that provide real-time support score best, while chatbots score worst.
Customer Reviews (10% of final scoring)
Beyond our own testing and evaluation, we consider the net promoter score from current and past customers. We review their likelihood, given the option, to choose the tool again for the core functionality. A high scoring software reflects a high net promoter score from current or past customers.
Value for Money (10% of final scoring)
Lastly, in consideration of all the other criteria, we review the average price of entry level plans against the core features and consider the value of the other evaluation criteria. Software that delivers more, for less, will score higher.
Core Features
Pipeline Management
Visual pipelines let you track deals by stage and drag-and-drop to update progress. You can customize stages to match your sales process.
Built-In Calling and Texting
Make calls and send texts directly from the CRM, with automatic logging. This helps sales teams keep all outreach and follow-ups in one place.
Sales Automation Journeys
Automate repetitive tasks like lead assignment, follow-ups, and email sequences. Users can build workflows with triggers and actions to save time.
Email Campaigns and Tracking
Send bulk emails, track opens and clicks, and schedule follow-ups. Real-time analytics show which messages drive engagement.
Activity and Task Management
Assign tasks, set reminders, and log meetings or calls for each contact. This keeps teams organized and ensures nothing falls through the cracks.
Reporting and Analytics
Access dashboards for sales performance, pipeline health, and activity tracking. Reports are easy to generate, though customization is somewhat limited.
Ease of Use
Salesmate is one of the more approachable CRM platforms, with a clean interface and intuitive navigation that new users pick up quickly. Onboarding is straightforward, and features like drag-and-drop pipelines and built-in calling are easy to access without digging through menus.
Many users mention that setup takes just a few hours, not days, and ongoing support is responsive. I think teams looking for a no-fuss CRM will appreciate how little training is needed to get started.
Integrations
Salesmate integrates with Active Campaign, Aweber, Big Commerce, Shopify, Zoom, DocuSign, Microsoft Teams, Xero, PandaDoc, and RingCentral, among others.
Salesmate also offers an open API and connects with third-party integration tools like Zapier, Make, and Integrately.
Salesmate Specs
- 2-Factor Authentication
- API
- Calendar Management
- Call Tracking
- Campaign Management
- Click-to-Dial
- Contact Management
- Contact Sharing
- Custom Data Forms
- Customer Management
- Dashboard
- Data Export
- Data Import
- Data Visualization
- Email Integration
- External Integrations
- File Sharing
- File Transfer
- Google Apps Integration
- Lead Management
- Lead Scoring
- Marketing Automation
- Mobile App
- Multi-User
- Notifications
- Pipeline Management
- Sales Automation
- Scheduling
- Social-Media Integration
- Task Scheduling/Tracking
- Third-Party Plugins/Add-Ons
