Salesmate CRM Overview 2023: Good for SMBs?

What are the Limitations of Salesmate CRM?

No CRM could be excellent for each enterprise, and Salesmate isn’t any exception.

  • For starters, there’s no free model of Salesmate – This implies if your small business is simply beginning out, you would possibly need to have a look at different CRMs that provide a free plan.
  • Salesmate lacks extra superior advertising options – When you’ve got a marketing-focused enterprise, you’ll rapidly discover that there are some superior options lacking from Salesmate (resembling touchdown web page or advert marketing campaign creation). Nonetheless, regardless of this limitation, we nonetheless assume it’s nice for fundamental advertising wants.

Salesmate CRM Integrations

Having your entire favourite functions in a single place is important with regards to selecting a CRM.

So, we’re joyful to say that Salesmate has a sturdy providing of appropriate integrations.

A few of our favourite native integrations embody the next:

  • Slack
  • QuickBooks
  • Xero
  • Zoom
  • Zapier

Right here’s the app market to offer you an thought of the way it seems to be.

Salesmate CRM Review - Integrations

As we’ve talked about, we use Slack for almost all of our communication inside our groups at SBB. So, we had been thrilled to study that they provide a improbable integration with Slack.

A variety of the platforms we check solely provide fundamental integration with Slack by means of Zapier, however with Salesmate, it’s particularly designed to work together with your CRM.

Talking of Zapier, it’s potential to combine hundreds extra apps utilizing the platform at the side of Salesmate.

Which means that the chances are primarily limitless.

How one can Get Began with Salesmate CRM

Getting began with Salesmate CRM is about as straightforward as taking sweet from a child (don’t fear, we didn’t try this).

Whether or not you’re a brand new enterprise proprietor or a seasoned skilled, signing up and establishing your account is a breeze.

For this part of the Salesmate assessment, we’ll stroll you thru the way it went for us at Small Enterprise Bonfire.

To begin with, we navigated to their homepage (pictured beneath), the place we had been greeted with a smooth structure, a cool-looking picture, and a vibrant red-colored call-to-action button.

Salesmate CRM Review - Homepage

Naturally, we clicked the button labeled “get began” (and, not surprisingly, we obtained began).

We entered our Small Enterprise Bonfire e-mail and took benefit of a 15-day free trial earlier than upgrading throughout our three months of testing.

Salesmate CRM Review - Sign Up

Then, we had been prompted to enter the next data:

  • First and final identify
  • Firm
  • Nation
  • Cellphone quantity
  • Password

Right here’s the way it seemed on our finish.

Salesmate CRM Review - Onboarding

From there, we created a site identify and chosen an trade. For the needs of our testing, we chosen enterprise companies—because of our deal with serving to companies scale their practices by offering helpful suggestions and insights.

Salesmate CRM Review - Onboarding Process

We had been then prompted to pick out what number of customers we would want, our firm position, and what we’re utilizing Salesmate for.

For this part, we selected lead era, as we usually search out new shoppers relating to online marketing at SBB.

Salesmate CRM Review - Use Case

After that, we had been requested what instruments we use inside our group.

We usually use the next (along with a ton extra):

Salesmate CRM Review - Tools

Lastly, we verified our e-mail, and we had been in!

We had been handled to a complete setup information that primarily held our hand and led us by means of the platform step-by-step with useful movies.

Our takeaway from the onboarding course of was that it was superior. 10/10—would do it once more!

Is Salesmate CRM Simple to Use?

Salesmate CRM is extremely straightforward to make use of! Actually, we expect it’s top-of-the-line facets of the platform.

I’d go as far as to say that even these new to CRM can successfully study on and use Salesmate.

They make sophisticated processes resembling automation really feel like a stroll within the park (with no coding data wanted).

Principally, if you happen to’re searching for a user-friendly CRM resolution, Salesmate is definitely top-of-the-line choices on the market.

Salesmate CRM Buyer Service Overview

Salesmate gives 24/7 dwell chat to deal with any questions you may need whereas utilizing the platform.

Plus, they’ve a help portal and useful group that mean you can remedy your personal points earlier than ever speaking to somebody.

We reached out to their help staff to check the responsiveness of their customer support.

Since we didn’t have any points with the platform itself, we requested a easy query relating to native Slack integration.

We weren’t anticipating a lot based mostly on opinions we had learn on-line about Salesmate, so we had been pleasantly shocked once we obtained a response inside seconds.

I’ve personally used a ton of CRMs over time, each with my company and with SBB, for testing, and I can safely say Salesmate is among the many finest. They’ve glorious buyer help (based mostly on our expertise).