# Page 2 | Salesmate Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - Is Salesmate the right Email Marketing solution for you? Explore 102 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/156234/Salesmate/reviews

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Salesmate

4.7 (102)

[View alternatives](https://www.capterra.com/p/156234/Salesmate/alternatives/)

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Last updated March 13th, 2026

# Page 2 - Reviews of Salesmate

## Showing most helpful reviews

Showing 26-50 of 102 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

HB

Heli B.  
Owner  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Well-rounded CRM system"

June 27, 2025

5.0

I’m still learning more about Salesmate and one by one implementing all the systems that will benefit my business as I scale. Customer service has been great so far!

Pros

I needed a CRM system that is strong in sales automation, communication tools, and ease of use. Seemed like the right fit for my small business in need of an efficient, integrated sales platform.

Cons

Setting up the A2P was a fairly complicated process, but totally doable with the right guidance and support.

Review Source

LF

Luca F.  
CEO  
Information Technology and Services  
Used the software for: 2+ years

### "Easy of use to have a clear Sales Process"

September 22, 2024

5.0

We implemented Salesmate to track the Sales process (from lead to order) and to have a good overview of all opportunities in the team. It was easy to adopt and we have been using it for more than 2 years with success.

Pros

Salesmate is really easy to use: plain and simple Opportunity and Lead management

Cons

Need to improve in all marteting activity and marketing automation

Alternatives considered

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reason for choosing Salesmate

Salesmate was cheaper, easier and better fitting our needs (which were concentrated in the sales process)

Switched from

[vtenext](https://www.capterra.com/p/182562/vtenext/)

Salesmate is easier and user experience is much better

Review Source

MG

Michael G.  
Regional Account Manager VIC TAS and NZ  
Food Production  
Used the software for: 2+ years

### "Salesmate Review - Michael "

July 8, 2024

5.0

Salesmate greatly benefits a sales team by streamlining sales processes and enhancing overall productivity. Its intuitive platform offers a range of tools, including lead management, sales automation, and detailed analytics, which help sales professionals focus on closing deals rather than administrative tasks. The automation features save valuable time, while the insights provided by analytics help in making informed decisions and strategising effectively. Additionally, the seamless integration capabilities ensure that all sales activities are organized and accessible in one place, ultimately leading to improved efficiency and higher sales performance.

Pros

I've had the pleasure of working with Salesmate for our business needs, and I couldn't be more impressed with their services. Their platform is intuitive and user-friendly, making it easy to manage our operations efficiently. What truly sets Salesmate apart, though, is their exceptional support team. The business representatives have been consistently professional, responsive, and genuinely invested in our success. Salesmate has significantly benefited our sales team by streamlining our processes and providing valuable insights that have boosted our productivity and sales performance. The tools and features available have empowered our team to work more effectively, manage leads better, and close deals faster. The automation and analytics provided by Salesmate have allowed our sales team to focus on selling, while reducing administrative tasks. Every interaction with their support team has been positive, and their expertise and dedication have played a crucial role in our smooth experience. I highly recommend Salesmate to any business looking for top-notch service, support, and a positive impact on their sales operations.

Cons

Nothing So Far. Great Platform For Any Sales Team.

Switched from

[Insightly](https://www.capterra.com/p/130671/Insightly/)

Ease Of Use and Support From Salesmate Team.

Review Source

Cameron K.  
Marketing and Comms Business Partner  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Salesmate Has Revolutionised Our Lead Management Process"

July 24, 2024

5.0

My overall experience with Salesmate has been highly positive. The platform has transformed how we manage our lead management processes, making them more efficient and streamlined.

Pros

Intuitive interface Comprehensive feature set Automation of routine tasks Detailed analytics and reporting Seamless integration with other tools Exceptional customer support

Cons

Mobile performance can be slower Complex customisation setup due to rich feature set A definite learning curve for new users

Review Source

DN

Darshika N.  
Account Manager  
Food Production  
Used the software for: Less than 6 months

### "Easy to use and effective"

July 9, 2024

5.0

Very good, organizes my job a lot more and leads to more effective results because of sceduled follow ups

Pros

Ease of use. Look and relevance of dashboard. It makes organizing your activities and follow up very easy. Having all the relevant information to achieve your tasks in one place is very handy and saves a lot of time. I can look up product lists, get pricing, call my customer and send an email all from the same place. then i can schedule follow up to remind me to complete a task. its helps a lot in organizing my role and tasks.

Cons

Some of the web features are not available in the app. Inputing data from customer visits can be time consuming

Review Source

Miguel E.  
Director  
E-Learning  
Used the software for: 2+ years

### "The best CRM for the money out there after years of searching"

April 29, 2022

5.0

It has been top notch since day one, they really go out of their way to please their customers

Pros

It has the features of the most expensive CRM out there but with a low price tag. Their customer support is wonderful, they really take the time to make sure they solve your challenges, even send you custom walk trough videos making you feel like your are their only and most important customer.

Cons

Would like integration with WhatsApp Business and would like to be able to send more emails per day so I don't have to hire a third party email marketing tool.

Reason for choosing Salesmate

Price and features

Review Source

CH

Chrissy H.  
Executive Assistant  
Construction  
Used the software for: 6-12 months

### "So good I signed a second company!"

January 28, 2024

5.0

I am very pleased with our experience! In fact, I like it so much so that I have signed a second company that I work for up for Salesmate as well.

Pros

I use Salesmate to follow all leads and clients through their time with our company. Syncing with our phone system allows my team mates and me to see all communications (calls, texts, emails, site visits, etc) with a client in one place. Automated email sequences have significantly decreased the amount of time I spend following up with folks and setting activity reminders helps me make sure leads stay warm.

Cons

It took a few months to get a good grip on all that Salesmate has to offer. Not a huge drawback, just something to be aware of.

Alternatives considered

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[monday.com](https://www.capterra.com/p/147657/monday-com/)

Reason for choosing Salesmate

The amount of features provided for the cost set Salesmate apart!

Review Source

Howard S.  
President  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "A tale of partnership"

October 11, 2023

5.0

This is a great team that has taken the time to understand my business and its objectives.

Pros

The platform is well designed and modern with all of the bells and whistle you would need and expect. All of the table stakes built around a thought architecture. I think what is most impressive about Salesmate is the team, that are engaged partners and have invested in my success.

Cons

Minor usability improvements can me made in the ui.

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reason for choosing Salesmate

Best value

Review Source

Labanya R.  
senior executive - Client Acquisition  
Information Technology and Services  
Used the software for: 2+ years

### "Salesmate is the most complete and reliable new age CRM you can trust"

September 23, 2023

5.0

Best for - Complete Sales and marketing managementSales process automationEmail campaign automationReliable end to end CRM functionalities

Pros

Things that makes Salesmate my favorite CRM - Ease of useCustomizable Sales progress tracking dashboardsIntelligent email campaign tracking mechanismMakes my campaigns GDPR compliant in EuropeAlmost zero Downtime

Cons

Presence of few more integrations like skype, zoom info would be better

Review Source

Paul H.  
CEO  
Printing  
Used the software for: Less than 6 months

### "Absolutely Amazing CRM The Best I Have Used Bar None "

May 25, 2018

5.0

It just completely improved our productivity when it came to data management

Pros

I have tried many many CRM's over the last several years but finding Sales Mate was a real stroke of luck. The ability to customise this software to do exactly what you want is incredible, it can create workflows so repetitive literally the support will set it up to copy and routine / field you want. Email is fantastic, views and reports are beautifully laid out and all can be edited to suit. It pulls data from social media profiles, you can create as many email templates as you want but, above all that is the support .... In all my time I don't think i have every experienced support as responsive and good as what this company delivered. They quite literally customised me a workflow overnight that copied Company data into contact data every time I added a new contact to a company copying all the custom fields saving my staff mountains of typing and mundane processing which means they will use the software even more and it will keep my data clean and consistent There is so much more this crm does I don't have the space to write it, mobile phone app is brilliant, importing data was easy, integrations to loads of other software, tag management, voice calling if you want it, but get this ... I've used sales Force and a plethora of others and this blows them all away per month for everything. Thanks, guys for delivering this software I'm seriously impressed

Cons

Sometimes the software might lag a bit on the desktop but nothing that puts me of. I couldn't find an app for my tablet only mobile When setting up your email wish there was a tick box to unselect all folders when asking which folders to sync as I had over 200 and only wanted my inbox and sent to sync and had to untick each one. To make this the ultimate solution to my business I wish we could create deals without having to add a contact that would be amazing, and I would pay for that. I would suggest adding Instagram, Pinterest & You Tube Social media links as standard as these are obviously very popular and be great to see them populate too. All of the above by the way are just my wish list

Review Source

VR

Verified Reviewer  
Client Acquisition  
Information Technology and Services  
Used the software for: 1-2 years

### "Sales has made my work Easier, Effitient and Time Saving!"

September 27, 2023

5.0

As I am into Sales and Account Management, Email Campaigning that can track my emails. Dashboard that will keep my daily activities on track. Import Export feature has saved my time. There are many more features that has really helped me in my work.

Pros

Email Campaigning that can track my emails. Dashboard that will keep my daily activities on track. Import Export feature has saved my time. There are many more.

Cons

Directly adding the LinkedIn contact details on the Salesmate would be really good.

Review Source

Akash B.  
Associate - Inside Sales  
Information Technology and Services  
Used the software for: 1-2 years

### ""Salesmate - A Best CRM platform""

September 23, 2023

4.0

My overall experience was good.

Pros

The best part I like about Salesmate is its user interface and the ease of maintaining our day-to-day activities.Advantages:1. We can create contacts.2. We can create opportunities.3. We can maintain different dashboards.4. In-built dialer to support calling activities.5. Email tracking etc.

Cons

The only thing I don't like about Salesmate is sometimes dashboards won't work properly. Salesmate team needs to work on this and resolve the issue ASAP.

Review Source

FD

Faith D.  
Client Relationship Manager Lead  
Staffing and Recruiting  
Used the software for: 6-12 months

### "Salesmat"

July 29, 2021

5.0

Our sales and retention department use Salesmate. Sales have an easier time tracking presentations and deals along with a number of contacts made with the client while tracking calls, too. Our retention department uses Salesmate to schedule calls with current clients. Helps with scheduling follow-ups and activities in order to contact our current clients multiple times.

Pros

Salesmate allows you to run campaigns through the platform to help with tracking the number of clicks along with your open rate. It's easy to use for follow-ups and scheduled activities. The deal pipeline is easy to use and easily viewed. Salesmate also syncs well with Google calendar.

Cons

The adopting of Salesmate was easy to transfer. Our company had an easy time integrating with Google Calendar. Salesmate often has trouble with syncing with RingCentral so there are multiple times that you have to re-authorize in order to track and log calls/ recordings.

Switched from

[Blitz](https://www.capterra.com/p/182616/Blitz/)

Our company wanted to start fresh. Easy to use for lead generating and for retention purposes, too.

Review Source

VR

Verified Reviewer  
DIgital Strategist  
Internet  
Used the software for: 2+ years

### "The most economical and feature-rich CRM"

August 6, 2018

5.0

I could keep my data organized and reach out to my prospect in real time. It is a reliable and beneficial solution.

Pros

After thorough research, I decided to invest in Salesmate CRM and so far, my experience had been good with this feature-rich system. It has all the necessary features I need for my business. I have clients from various industries. With Salesmate, I could create a sales pipeline for each industry and manage the sales process efficiently without any confusion. This intuitive solution helped me in tracking my deals and communication as well as gave the flexibility to automate the cumbersome activity of assigning tasks. The best part is that Salesmate integrates with various third-party applications making work easier and faster.

Cons

There were few minor glitches in the past, but with the new updates and advancements I haven’t encountered any problem recently.

Review Source

Response from Rapidops Inc.

August 29, 2018

Thank you so much for your feedback and being a long-time partner of Salesmate!

Jason R.  
Owner  
Education Management  
Used the software for: 6-12 months

### "Absolutely a lifesaver!"

October 9, 2019

5.0

Love it. Before this we were logging things manually and doing SO MUCH copying and pasting. It's just fantastic.

Pros

Integrated SMS, Email, etc. I tried many different CMS's. This one is by far the best for our situation. We just log in, go through the notifications, etc. Just works. Great follow up features, etc. The templates are such a lifesaver!

Cons

Email isn't perfectly reliable. SMS needs to be less than 160 characters to be 100% reliable.

Alternatives considered

[Zoho Recruit](https://www.capterra.com/p/125768/Zoho-Recruit/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)

Reason for choosing Salesmate

They were too complicated and kinda expensive. Didn't love their customer support either.

Switched from

[Dynalist](https://www.capterra.com/p/150742/Dynalist/)

Dynalist is not really a cms. it has a lot of good features, but certainly not email, sms, etc. We just love it's customization.

Review Source

Dan B.  
Vice President Global Sales and Marketing  
Wholesale  
Used the software for: 1-2 years

### "Best Price / Performance of Any CRM "

February 8, 2019

5.0

Although I have not had to use the SalesMate tech support personnel very often, when I do they are quick and extremely responsive. Overall, I am very satisfied with SalesMate.

Pros

SalesMate offers a feature set that is virtually complete and competes against CRMs which cost far more than SalesMate. Google integration is very good, template ability is excellent and there are workflow capabilities. Forecasting is also included. There is no limit on contact size.

Cons

We would like to see contact integration go both ways between SalesMate and Google Apps. Currently it works only from Google Apps to SalesMate, not vice versa. One weird situation is that the Google Widget is very complete, but it takes up far too much space on my laptop screen. One feature set we would like to see is lead scoring.

Review Source

RW

Roy W.  
Mr  
Financial Services  
Used the software for: 1-2 years

### "CRM For The Masses"

June 2, 2020

5.0

I have tried, literally, more than 50 CRM's and this is the first one I have retained for longer than a few months. It is the best I have found...

Pros

I had been looking for a simple CRM that had email templates that could be dispatched from the Deals/Opportunities module and inbound emails to be attached to the corresponding deal. Most CRM"s attach inbound and outbound emails to the contact or company record but since I deal in multiple deals of my clients, Salesmate was spot on! The set up was ridiculously simple and the features were germane to any business.

Cons

In my opinion, custom field options need to be expanded. For example, simple formula fields like addition/subtraction, a more customizable Dashboard, a more robust email module, a more advanced Quickbooks add-on.

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[SugarCRM](https://www.capterra.com/p/231638/SugarCRM/)

Reason for choosing Salesmate

See the "Pro" section above

Review Source

Response from Rapidops Inc.

June 5, 2020

Thank you so much for your feedback. We will continue to work on the items you have mentioned below!

Abel A.  
Agent  
Hospitality  
Used the software for: Less than 6 months

### "Avis salesmate"

September 28, 2023

4.0

It's software that allowed me to control my business activities and many others, but I would have liked it to give me access to synchronize data.

Pros

I like this software because of its ease of use and its tracking features...

Cons

the only thing I find a bit annoying is synchronization and allowing the tool to integrate with databases

Review Source

Zachary T.  
Manufacturer's Representative  
Construction  
Used the software for: Less than 6 months

### "Very happy with my Salesmate choice"

February 1, 2019

4.0

I waited a few months to write this review, as I am used to giving software a try and tossing it out once I've discovered what it really delivers. This has been the opposite. I now rely on it completely and it is a natural part of my work flow. So far, I only use it as a lone salesperson. I filtered through many other options before deciding on Salesmate and am really happy with my choice!

Pros

The support team is awesome! The product has a full set of features at a fair price. It was pretty easy to set up and customize. They helped me set up a mobile # to use for work, and all calls, emails and texts are tracked completely and automatically! I carry one device with clear separation of work and personal. I have caught the attention of my management and co-workers as being uber-organized even on the week I was given (3x) the leads I was supposed to receive.

Cons

I don't try to attach files in the software. I create separate job folders to hold all my forms and pictures. There is some functionality with time tracking and calendar integration that I think they are working on, but it's not here yet. I'm eager to be able to further customize the initial dashboard screen. I don't want to build custom reports on pages that I need to select or dig into. That defeats the point of a dashboard.

Review Source

Ranjitha G.  
Senior Consultant - Client Aquisition  
Telecommunications  
Used the software for: Less than 6 months

### "Salesmate.io - CRM "

September 22, 2023

4.0

Pros

Flexibility, customized dashboards, email tracking, automated process.

Cons

email tracking module can be still improved by providing accurate data

Review Source

LM

Lizzy M.  
Owner  
Education Management  
Used the software for: 2+ years

### "Easy to use "

September 20, 2022

5.0

Pros

Favorite part are the pipe lines. It’s important to track where each client is in our business.

Cons

Everything has been pretty easy to use so far.

Review Source

Ismaël D.  
Free-lance  
Design  
Used the software for: Less than 6 months

### "CRM Project Management"

December 16, 2022

5.0

Very good management tool to maintain a good number of customers

Pros

User satisfaction, the software constitutes many features for good management

Cons

No problems encountered with the software since its use

Review Source

SS

Sharma S.  
IT Manager  
Information Technology and Services  
Used the software for: 6-12 months

### "Best CRM for your business"

January 4, 2022

4.0

My overall experience with Salesmate was quite impressive. Its features are really awesome. I think you should definitely give it a try.

Pros

Salesmate is feature full so there are many features that are my personal favorite. Sales pipeline and activity tracker is the feature that i liked the most, in my org handling multiple sales activities is a very tough work but with the help of activity tracker our sales department easily track various sales activities and make creative data visualization of it through actionable insights. Built-in calling feature is another good feature you can direct make a call to your contacts on Salesmate.

Cons

While using it more than 4 months i didn't find any issues with any feature. But i felt its G-suit integration process little bit difficult. Also i would to mention its community support which is less impressive than other CRMs like Pipedrive or TeamWave.

Review Source

Sparsh S.  
COO  
Information Technology and Services  
Used the software for: 6-12 months

### "Best CRM software for corporations"

April 26, 2022

5.0

It allows enterprises to conclude more agreements quickly. It has an easy-to-use interface and automated procedures, allowing the sales staff to concentrate on the appropriate values at the right time. The email sync works beautifully and syncs all of my email provider's emails.

Pros

It is a cloud based software, so we can quickly log in from any device, and it supports the appropriate UI on most of the platforms, such as MacBook and Windows. Salesmate is well-designed, simple to use, and provides excellent customer service.

Cons

As a developing and expanding CRM, Salesmate has to improve in a key area. The automated texting tool in Salesmate is tough to utilise. It is a little expensive software.

Review Source

Alan P.  
President  
Financial Services  
Used the software for: Less than 6 months

### "I am blown away by the combination of simplicity and power. Salesmate has it all, seriously. "

August 3, 2017

5.0

automatic automation - emails come in and go out the way they always do - by the thousands - The difference is now this intelligent program is catching on and realizing which e-mails pertain to what client I am working with - beyond that it identifies when it should send a message out on my behalf staying in touch with certain people. It integrates very well with GMail and Chrome - It's extremely easy to set up and truthfully Salesmate has THE best customer service team bar none. That is truly the benefit. Oh- I almost forgot, it's insanely cheap. My experience with CRMs is the same everytime - there is that period of greasing the right wheels and getting used to some differences in how everything is done. Truly Salesmate has the best Customer Service in technology period.

Pros

I can't believe how simple it is to conduct my business the way I usually did but now it's automatically being organized, sorted, and behaviors are suggested for following up. It's truly better than a personal assistant. I have tripled my productivity in the short time I've had Salesmate - I'm just glad I got in while it is still cheap - it's seamless.

Review Source

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