Salesmate-recension: fördelar, nackdelar, funktioner och priser förklarade

Salesmate utmärker sig som ett flexibelt och användarvänligt CRM-system som passar perfekt för växande team och erbjuder omfattande automatisering och integrationer, men kan sakna de avancerade funktioner som större företag behöver.

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Salesmate is a CRM software built for sales teams that need pipeline management, built-in calling, and two-way texting without stitching together separate tools. I'd mainly consider it if you're running an inside sales operation and want more native communication features than Pipedrive offers, without the cost and complexity of a full marketing platform like HubSpot.

Salesmate Evaluation Summary

Salesmate centralizes deals, leads, and pipeline tracking in one dashboard.
Customer rating

4.7/5

Pricing
  • From $23/user/month (billed annually)
  • 15-day free trial

Varför du kan lita på våra programvarurekommendationer

6,700+

Reviews

20

Industry experts

16+

Evaluation factors

14

Years

Våra recensioner speglar vårt oberoende omdöme — inte ett säljbudskap. Läs mer om hur vi förblir transparenta.

För den här guiden utvärderade vi verktyg genom praktisk testning och oberoende research, och betygsatte verktygen enligt våra urvalskriterier.

Våra recensioner speglar vårt mänskliga redaktionella omdöme, inte ett säljbudskap.

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

  • Responsive customer support with live chat and video options.
  • Automation journeys simplify repetitive sales and marketing tasks.
  • Built-in calling and texting features for sales outreach.

Cons

  • Add-on costs can increase total price for growing teams.
  • Some reporting features lack advanced customization.
  • Email deliverability can be inconsistent for bulk campaigns.

Is Salesmate Right For Your Needs?

Who Would be a Good Fit for Salesmate?

Salesmate is a smart choice for teams that want built-in calling, automation, and a clean interface without the complexity of enterprise platforms. It’s especially useful for small to midsize businesses, sales-driven organizations, and companies that need to unify sales and marketing in one place. If you’re looking for a CRM that’s easy to onboard, supports outbound outreach, and offers responsive support, Salesmate is likely to fit your workflow.

  • Small Business Owners
    Affordable pricing and simple setup make it accessible for small business needs.
  • Insurance Brokers
    Integrated calling and reminders help brokers stay on top of renewals and outreach.
  • Agencies
    Shared pipelines and activity tracking make it easy for agencies to manage multiple clients.
  • B2B Sales Teams
    Pipeline management and deal tracking are tailored for multi-stage B2B sales cycles.
  • SaaS Startups
    Automation journeys help SaaS teams nurture leads and onboard users efficiently.
  • Real Estate Teams
    Salesmate’s built-in calling and texting streamline client follow-ups and property updates.

Who Would be a Bad Fit for Salesmate?

Salesmate isn’t the best choice for large enterprises, highly regulated industries, or teams that need deep analytics and customization. If your business relies on advanced reporting, complex workflows, or industry-specific compliance, you’ll likely find Salesmate’s feature set limiting compared to more specialized or enterprise-focused CRMs.

  • Data-Heavy Marketing Teams
    Reporting and segmentation tools may not meet complex marketing analytics needs.
  • Manufacturing Companies
    Limited support for inventory, order management, or production tracking.
  • Field Service Teams
    No native field service management or mobile offline capabilities.
  • Financial Services
    Missing advanced security and compliance tools needed for financial regulations.
  • Healthcare Providers
    It doesn’t offer HIPAA compliance or healthcare-specific workflow features.
  • Large Enterprises
    Salesmate lacks the advanced analytics and deep customization large enterprises require.

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.

Salesmate screenshot
Salesmate creates pipelines, stages, and permissions to manage deals.

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.

Salesmate screenshot
Salesmate offers an intuitive UI with quick access to contacts and actions.

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 screenshot
Salesmate connects with apps to extend CRM functionality and workflows.

Salesmate Specs

  • 2-Factor Authentication: No
  • API: Yes
  • Calendar Management: Yes
  • Call Tracking: Yes
  • Campaign Management: No
  • Click-to-Dial: Yes
  • Contact Management: Yes
  • Contact Sharing: Yes
  • Custom Data Forms: No
  • Customer Management: Yes
  • Dashboard: Yes
  • Data Export: Yes
  • Data Import: Yes
  • Data Visualization: Yes
  • Email Integration: Yes
  • External Integrations: Yes
  • File Sharing: Yes
  • File Transfer: No
  • Google Apps Integration: Yes
  • Lead Management: Yes
  • Lead Scoring: Yes
  • Marketing Automation: No
  • Mobile App: No
  • Multi-User: Yes
  • Notifications: Yes
  • Pipeline Management: Yes
  • Sales Automation: Yes
  • Scheduling: Yes
  • Social-Media Integration: No
  • Task Scheduling/Tracking: Yes
  • Third-Party Plugins/Add-Ons: Yes

Alternatives to Salesmate

Salesmate FAQs