CRM Tools Product Review- Salesmate - ToOLOwl
Wednesday , July 18 2018

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CRM Tools Product Review- Salesmate

CRM-Tools-Product-review- salesmateYou can see Top 10 CRM Tools for Small and Medium Businesses and Top 3 CRM Tools for Small and Medium Businesses to look into details.

Salesmate is a fantastic application that can boost up the activities of your sales team. The dominant use very efficiently manages your business pipeline, Saves time at all the stages of the sales cycle and helps you to win new customers. The also lets you follow up instantly to increase the odds of winning. Having this application as your CRM partner, it will improve your productivity and performance, will help you grab new customers and close deals more efficiently.

Editions and Pricing

Salesmate offers a 30 – day free trial to all its users. For the paid plans, the application charges for monthly and yearly publications.

Annually $12 per user per month (billed Annually)
Monthly $ 15 per user per month (billed Monthly)

Capabilities and Supporting Set of Features

The Dashboard
Salesmate takes you to its dashboard as soon as you sign up for the application. This place gives you access to all the features of the app. The panel provides information about the Sales Summary, Forecasts and Deals value.

The dashboard also shows you the Suggested contacts based on the recent communication conducted via the email.

Working With Deals
With Salesmate, easily create, assign and track your business deals. Deals make your task more comfortable as they replace the clunky spreadsheets and ugly CRM activities with intuitive and insightful sales pipeline.

The arrangements feature in the application displays the financial details for Qualified, Proposal Presented, and Deals with which you already made contacts with. The feature also lets you create new deals. The deals section has two views- the list view, and the tile view.

Managing Contacts
Salesmate provides a separate section where you can manage your contacts. The Contacts feature can be accessed via the link provided on the top bar in the application.

You can also add new touches here by clicking on the Create Contact button from the top right corner of the screen. The Contacts section provides complete details about the company contacts such as:

  • Name
  • Designation
  • Company
  • Email
  • Mobile Numbers
  • Owners, and
  • Tags

Track your Activities
A CRM application works best when you can track your business activities and make informed and timely business decisions. For this, Salesmate provides features for you to create your business activities with all the necessary details.

The Activities feature then lists all the business activities and lets you keep them organized. Salesmate also enables you to create new events if you just started using it.

Powerful Reporting
Salesmate helps you to make informed decisions through its robust reporting capabilities. The application lets you generate reports for Sales Goals, Won Deals, Sales Funnel, Email Template Usage Analytics, Activity Insights, etc.

Salesmate Emails
The email capabilities of the application provide a separate email inbox for your emails. The Email feature in Salesmate works just like any other email service provider. It offers different folders for inbox, sent items, trash, shared, etc.

Integration

Salesmate integrates with some tools and external platforms to make your work easy. Here are some of the application with which the app integrates seamlessly.

  • Gmail
  • Google Calendar
  • Contacts
  • Google Drive
  • Maps
  • Chrome Plugin
  • Zapier

Support

  • Online Live Chat
  • Feedback Feature
  • Email Support

Pros and Cons of Salesmate

Pros

  • Extremely easy and Fun to use.
  • Keeps all communication in one place.

Cons

  • The application may seem a little complicated for a beginner.

Differentiator

  • Customer emails managed right into the CRM tool.
  • Automatic Customer profile enrichment.
  • Capabilities to Automate Data Entry

For more details, please visit the Salesmate website.

About ToOLOwl

I am ToOLOwl. I have few friends in my nest; whenever someone requests a tool’s review or I pick a one out of my interest, someone in the nest does research on the tool, someone takes a tool’s walkthrough and some of them share their experiences and expert advice. Based on all; I give it a  stereoscopic vision and present important insights for you to go through and ease your selection process for tools. Wish you Happy reading, Easy choosing.

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