Salesmate – Sales CRM

I use the app religiously on my phone. Salesmate hangs up the call randomly, it also freezes while your on a call and then it Closes. The email server omg is so bad…I wish they would just integrate Gmail or outlook.

Salesmate is great. However, a couple months ago Version 3.0 was rolled out. As far as I can tell, it does not appear there was any testing of the update before release to their clients. The result was something that was nearly unusable. Numerous bugs and crashes and the disappearance of some useful and important functions. As of this writing, the app is back to what it was before the update. However, for all the stress that was caused (and likely loss of revenue for our business), the app is no better than it was before the Version 3.0 release. The technical support team is good. However, depending on who you’re talking to on the other end of the conversion, expect them to assume straight away that the problem is user error. They will not believe it is their problem until you can provide them with a screen recording of an error occurring, which can be very difficult to capture. It does not matter how good of a description of the problem you give them, they have to have that recording. Not being believed straightaway when raising an issue is very off putting. At the end of the day, our company has so heavily integrated APIs between Salesmate and our materials management platform that we can’t walk away. (On the plus side we had very few problems with our APIs after Version 3.0 was released). If not for this integration we would have left. So, it’s a good CRM but hopefully they will wait a long time and do a lot of sandboxing before they release Version 4.0.

I’ve been working for 3 months now and this solutions is a perfect fit for my company. They have a lot of integrations that made me use everything in just one software and avoid multiple windows or screens. In all this time I’ve required for technical assistance 3 times and the response time is amazing as the time to solve the issue. I was able to upload all my DB from my previous CRM system to Salesmate.io without any assistance (yes is that easy) Thank you Salesmate Team

Just do it

I’ve recently started a new job and this is the app the company uses. Looks great! Unfortunately, it tends to not be very linear in its layout. It makes little sense to have the physical address, phone numbers, email in separate pages. It should all be in one page making it easy to find. When you click on the contact it should all be there but it’s not. You have to click on the activity or the contact again and you find yourself bouncing back and forth just to get the info. Then, when it comes to the Deal it seems to disappear when you attempt to update it. My guess is because so much time is spent bouncing around that the app need to be logged out and logged back in to reset it so the Deal is not only visible but accessible.

Nice CRM and sales pipeline plus I love the browser sidebar and website chat features.

I combined multiple apps when I started using Salesmate. I now have my business phone, project management, CRM, marketing automation, website chat, and more all in one platform. It’s imperative to have a single source of information and Salesmate is that in my business

Probably the best Crm with telephony out there

I would love to see a dark mode for desktop and mobile! That and a “list” view for deals instead of the pipeline on mobile. I’ve got a long pipeline and it would help to see them in a list just like desktop. Other than that I love Salesmate. I’ve been looking for a CRM that fits all of my needs and Salesmate is the one! I evaluated others like Keap, Dubsado, and Hubspot for my business, but none of the compared like Salesmate. I love the customization Salesmate allows. I have a very unique business model and it was easy to apply to Salesmate. It’s great to see all my deals in one place now. As my business is growing I’ll have Salesmate to keep me more organized. Very excited to continue to use their services with my business! Cheers

After years, we still can’t switch accounts to work on two separate companies from your app. Pipedrive has had this feature for a while now. Also, notifications are buggy and do not go away when you first check the notifications tab. We find ourselves constantly having to go back in a second time, and closing and reopening the app before they disappear. Not good. Lastly, we don’t seem to have templates available in the app. How come? This is one of your biggest features, and failing to incorporate this into the mobile app is a crucial mistake. The app needs to improve as we find it to be incomplete, and lacking in essential features.