Salesmate CRM Review 2023: Good for SMBs?
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Bonfire Rating: 4.8/5 Salesmate is a fantastic CRM for scaling your business and making life easier across the board!
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/*! elementor - v3.14.0 - 26-06-2023 */
.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} As a small business owner, finding the right tools to manage your sales can be tricky. It’s easy to get lost in a sea of options, losing a ton of time and money in the process. I’m AJ—and I’m here to offer a life raft. It took me years to get where I am today—having built and sold a successful business in a substantial seven-figure exit strategy. I did this by using a ton of sales software (and by making a lot of mistakes along the way). Now, I’m using Small Business Bonfire (SBB) as a way to help entrepreneurs get where I am in a fraction of the time ! Let’s look at one of my favorite tools on the market—Salesmate. The SBB team and I took a deep dive into the platform to bring you the scoop. Meaning we’ll give you the info you need to decide if it’s right for your business . Let’s dive in!
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You Can Trust Small Business Bonfire Since 2009 Small Business Bonfire has been testing and rating thousands of business software to help you (our small business owners) start & scale your organizations. If you want to know more about how we test, please read this article here.
/*! elementor - v3.14.0 - 26-06-2023 */
.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px} What is Salesmate CRM?
Salesmate is a cloud-based sales CRM software designed to help you grow your business, empower your teams, and manage your sales pipeline above all else. This surprisingly affordable platform has a lot of power, so let’s get into the features. Some standout features of Salesmate CRM include the following: Deal and sales pipeline management Contact management Activity management Salesmate Chat (live chat) Workflow automation (for sales and marketing) Built-in SMS, calling, and email Reporting and analytics The platform is incredibly easy to use , has fantastic customer support , and packs a punch with its automation . So, what’s not to love? Well, the short version is, it’s a pretty incredible CRM by all of the metrics we use to test these platforms (over three months). But don’t worry, you don’t have to take our word for it. We break down as many features as we could get our hands on, providing our honest take across the board . We think Salesmate is fantastic for SMBs looking to effectively manage and grow their business to new heights. It’s also perfect for sales and marketing teams that want to focus on the customer lifecycle with a ton of customer journey automation and personalized live chat.
Pros and Cons of the Salesmate CRM
It wouldn’t be a properly in-depth review without full transparency. So, let’s take the good with the bad and the pros with the cons.
Salesmate CRM Pros
Easy to use
Very affordable
Awesome sales management capabilities
Great contact management
Great contact management
Fast-responding customer support
Email, chat, text, and calling built-in
Salesmate CRM Cons
No free plan
Lacks advanced marketing features
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Try Salesmate for Free
Who is Salesmate CRM Best Suited For?
We think it’s hard to go wrong with Salesmate, but let’s narrow it down a little. Here are some cases that we think the CRM platform is best suited for: Small businesses – Salesmate is very affordable and packs all the bells and whistles you need in a small business platform. It also has plans that scale as your business grows. Midsize businesses – With plenty of features to foster team collaboration and automation to make tedious tasks a thing of the past, Salesmate is a no-brainer for midsize businesses. Sales teams – If your team needs powerful sales tools, this is an excellent choice due to its sales automation capabilities, sales forecasting abilities, and lead nurturing tools. Remote teams – Gone are the days when you need everyone to be at the office, and Salesmate has adapted to the times. The team inbox, internal notes, and live chat features make Salesmate a great choice for mobile and remote work.
Who is Salesmate CRM Not Suited For?
Salesmate CRM is a top-notch tool for SMBs, but it’s not for everyone. Here are some instances where Salesmate isn’t the best fit: Startups – Since there’s no free plan, it’s hard to recommend Salesmate to companies just starting out (and on a shoestring budget). There are plenty of free options on the market. Plus, Salesmate isn’t going anywhere. You can always make the switch once you’re ready to upgrade to a more powerful platform. Marketing teams – While Salesmate does offer a few marketing features, if marketing is your sole focus, it might not be a great fit.
Salesmate CRM Software Pricing
Salesmate CRM offers four pricing plans. They are the following: Starter – $12/month per user Growth – $24/month per user Boost – $40/month per user Enterprise – Custom Pricing
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How Does Salesmate CRM Pricing Compare?
Salesmate offers a ton of utility for SMBs, but how does it stack up against the competition? Let’s compare it to some of the heavyweights on the market right now— in terms of pricing and features . For a fair comparison, we’ll compare the starter tier plans of each. Salesmate – $12/month per user No free plan Multiple pipeline management Powerful workflow automation Built-in calling, text, and email Great contact management HubSpot CRM – $50/month for 2 users Free plan 1 pipeline Limited workflow automation Live chat and email Great contact management Copper CRM – $29/month per user No free plan Multiple pipelines No workflow automation with the basic plan No email, chat, or phone support with the basic plan Basic contact management Insightly CRM – $29/month per user No free plan Multiple pipelines No workflow automation with the basic plan Email support Great contact management Regarding which platform is the most affordable, the clear winner here is Salesmate . In terms of value for money, Salesmate also has the most impressive features of the competition. Let’s compare directly to HubSpot since it’s the closest in terms of price and features. Hubspot costs $50/month for 2 users (which is roughly $25/month per user). Compared to Salesmate, at only $12/month per user, there’s really no question who the winner is. If you guessed, Salesmate, you are correct! It’s not only the most feature-rich platform of these four but also the most affordable. However, HubSpot is the only option here with a free plan , so we’ll award it an honorable mention.
Salesmate CRM Pricing Tips
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Annual Plans Save By paying upfront for an annual plan, you can save up to 20%. Those savings can add up for large teams with a lot of users! Plus, you get the added benefit of being able to budget further in advance by paying annually instead of monthly.
Free Trial Let's say you want to try out everything Salesmate offers but don't want to commit with your wallet. That may sound like a stretch until you learn Salesmate offers a full 15-day free trial, which offers all of the features the platform has to offer.
Salesmate CRM Core Features
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Contact Management
Contact management is a crucial aspect of any CRM worth its salt. Basically, it can be the difference between a mediocre CRM and a great one . We're happy to say that Salesmate is very much the latter (with some pretty fantastic contact management capabilities). We got started putting the CRM software through its paces by importing our Google contacts from Small Business Bonfire. With just a few clicks, we were able to integrate our Google account (screenshot below) and sync our contacts. After we had some B2B affiliate marketing contacts synced up, we decided to test out how easy it was to manually add contacts (in an effort of full transparency). Luckily, it was as easy as one click and filling out a few easy-to-navigate fields . Here's how it looked on our end. We especially liked how with each contact, we could easily add the following customer data: Social media Notes for each contact Associated deals Sequences Lists the contact is a part of Tags Here's how our contacts dashboard looked, with some of our affiliate marketing contacts added. One feature that we thought was great for SMBs was the customizable columns. This lets you fully personalize your dashboards to fit your business needs. In our case, we typically use email for communication, so we kept it simple with the following: Mobile number Email Owner Name At the end of the day, managing your contacts is essential to staying on top of your business, and Salesmate makes it easy!
Activity Tracking
Let's face it, no matter how efficient you are, if you can't manage your day-to-day activities, your business will suffer at some point. Thankfully, Salesmate provides the ability to add and track the following with ease: Meetings Tasks Calls Demos What's great about Salesmate's activity tracking is that they make it easy to connect everything related to your business in one place. Let's look at some specific examples of this from our testing: We needed to add a note to a deal-related task, and we were able to easily do so with the "internal note" function We wanted to make sure we remembered to follow up with a client, so we linked our contact with just a click We marked our latest follow-up call as complete so the entire team could be on the same page Here's an example of how easy it was to add the follow-up call we referenced (to give you an idea of the layout and how easy it was). With our tasks added, we could easily view our activities in both list and calendar view . Here's our list view, where we could easily see everything clearly. We especially liked how easy it was to view our activities by the following categories: Overdue Today Tomorrow This week Custom We've tested tons of CRM software (and I've just as many with my marketing agency), and the SBB team and I can confidently say Salesmate is top of their class . They make it easy to manage everything in one place (with virtually no learning curve to speak of).
Deal Pipelines
If we're going to talk customer relationship management, we'd be remiss to not mention deal pipelines. After all, they're the backbone of pretty much any CRM software. At Small Business Bonfire, we recently put it to the test (over the course of three months), tracking our affiliate marketing partnerships with Salesmate's deal pipeline, and boy, did it deliver. We were able to easily see where each partnership was in the pipeline , from initial outreach to closed deals. Here's a snippet of some of our deals (in list view) throughout the testing. Throughout our testing, we used both the list and card view but ultimately preferred the cards (in the board view) because of the customizable stages and drag-and-drop functionality that made it simple to tailor the pipeline to our specific needs . What was especially cool about this feature was how each deal card allowed us to call, text, or email associated clients with just one click. Here's how the board view looked. This is fantastic for sales teams that want an easy way to stay in touch with hot leads and close deals more effectively. It was like having our very own sales assistant (but without the salary). So, if you're an SMB looking to up your sales game, take it from us—deal pipeline management is a must-have feature in any CRM, especially when it's as user-friendly as Salesmate's .
Team Inbox
Let me tell you, as a small business owner myself, being able to communicate with your entire team on projects all in one spot is a huge boon. It's a feature that I think is easy to take for granted, but it's one of those things I always miss when it's not offered. Here at Small Business Bonfire, we love us some Slack for our daily discussions, but there's nothing quite like the team inbox when it comes to group email management. So, we're happy to confirm that Salesmate not only offers this feature, but they offer a nearly flawless version of it ! It's like having a personal assistant that keeps trac
