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Salesmate CRM Review 2023: Good for SMBs?

Salesmate CRM Review 2023: Good for SMBs?

What are the Limitations of Salesmate CRM?

No CRM can be perfect for every business, and Salesmate is no exception.

  • For starters, there’s no free version of Salesmate – This means if your business is just starting out, you might want to look at other CRMs that offer a free plan.
  • Salesmate lacks more advanced marketing features – If you have a marketing-focused business, you’ll quickly notice that there are some advanced features missing from Salesmate (such as landing page or ad campaign creation). However, despite this limitation, we still think it’s great for basic marketing needs.

Salesmate CRM Integrations

Having all of your favorite applications in one place is essential when it comes to choosing a CRM.

So, we’re happy to say that Salesmate has a robust offering of compatible integrations.

Some of our favorite native integrations include the following:

  • Slack
  • QuickBooks
  • Xero
  • Zoom
  • Zapier

Here’s the app marketplace to give you an idea of how it looks.

Salesmate CRM Review - Integrations

As we’ve mentioned, we use Slack for the majority of our communication within our teams at SBB. So, we were thrilled to learn that they offer a fantastic integration with Slack.

A lot of the platforms we test only offer basic integration with Slack through Zapier, but with Salesmate, it’s specifically designed to work with your CRM.

Speaking of Zapier, it’s possible to integrate thousands more apps using the platform in conjunction with Salesmate.

This means that the possibilities are essentially endless.

How to Get Started with Salesmate CRM

Getting started with Salesmate CRM is about as easy as taking candy from a baby (don’t worry, we didn’t do that).

Whether you’re a new business owner or a seasoned professional, signing up and setting up your account is a breeze.

For this section of the Salesmate review, we’ll walk you through how it went for us at Small Business Bonfire.

To start with, we navigated to their homepage (pictured below), where we were greeted with a sleek layout, a cool-looking image, and a bright red-colored call-to-action button.

Salesmate CRM Review - Homepage

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

We entered our Small Business Bonfire email and took advantage of a 15-day free trial before upgrading during our three months of testing.

Salesmate CRM Review - Sign Up

Then, we were prompted to enter the following information:

  • First and last name
  • Company
  • Country
  • Phone number
  • Password

Here’s how it looked on our end.

Salesmate CRM Review - Onboarding

From there, we created a domain name and selected an industry. For the purposes of our testing, we selected business services—due to our focus on helping businesses scale their practices by providing valuable tips and insights.

Salesmate CRM Review - Onboarding Process

We were then prompted to select how many users we would need, our company role, and what we’re using Salesmate for.

For this section, we chose lead generation, as we typically seek out new clients regarding affiliate marketing at SBB.

Salesmate CRM Review - Use Case

After that, we were asked what tools we use within our organization.

We typically use the following (in addition to a ton more):

Salesmate CRM Review - Tools

Finally, we verified our email, and we were in!

We were treated to a comprehensive setup guide that essentially held our hand and led us through the platform step-by-step with helpful videos.

Our takeaway from the onboarding process was that it was awesome. 10/10—would do it again!

Is Salesmate CRM Easy to Use?

Salesmate CRM is incredibly easy to use! In fact, we think it’s one of the best aspects of the platform.

I’d go so far as to say that even those new to CRM can effectively learn on and use Salesmate.

They make complicated processes such as automation feel like a walk in the park (with no coding knowledge needed).

Basically, if you’re looking for a user-friendly CRM solution, Salesmate is easily one of the best options out there.

Salesmate CRM Customer Service Review

Salesmate offers 24/7 live chat to handle any questions you might have while using the platform.

Plus, they have a support portal and helpful community that allow you to solve your own issues before ever talking to someone.

We reached out to their support team to test the responsiveness of their customer service.

Since we didn’t have any issues with the platform itself, we asked a simple question regarding native Slack integration.

We weren’t expecting much based on reviews we had read online about Salesmate, so we were pleasantly surprised when we received a response within seconds.

I’ve personally used a ton of CRMs over the years, both with my agency and with SBB, for testing, and I can safely say Salesmate is among the best. They have excellent customer support (based on our experience).