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Salesmate, A Simple Review

by Scott Max

So, you are considering Salesmate.

You’ll be wondering if it's a good choice for you if its feature set compares well to other options on the market, and if it is priced affordably enough for what you get.

This article will break all that down for you and more. 

Plus, at the end of the article, you’ll find links to alternatives to Salesmate as well as our top picks for the options in this category.

Or, just go straight to Our top picks for Best Marketing Software.

Without further ado, let’s get started.

Salesmate Features

Salesmate understands that healthy customer relationships are your business' lifeline. If your marketing and sales teams spend numerous hours doing manual data entry into the marketing software, they are missing out on building long-lasting relationships with the prospects. Salesmate delivers a whole new level of automation, simplicity and insight, enabling you to use a customer intelligence platform.

Here are some exclusive features of Salesmate:

Personalized Campaigns: Salesmate allows you to create; personalized marketing campaigns for your clients and prospects. You can segment the leads based on their actions and add triggers to ensure you perform accurately targeted marketing. With Salesmate, you can add different touchpoints to your marketing strategies.

Web Forms: Web Forms allow your prospects or customers to contact you regarding a query. It's a crucial part of digital marketing that ensures you can engage with leads even during off-hours. With Salesmate, you can design web forms to engage with the prospects and transit them through the sales funnel.

Campaign Automation: With Salesmate, your marketing teams can focus on high-intent prospects and automate multiple processes. Salesmate automatically updates the relevant team when a lead appears, initiates or responds to a campaign. Moreover, you can create a unique journey for every stage and set criteria to segment leads according to scoring.

A/B Test Marketing Campaigns: Salesmate allows you to run A/B tests and analyze your marketing strategies before deployment. You can track the audience response for different variations of your campaign by recording the reply and click-through rate. With A/B testing, you can ensure you only run the optimized marketing campaigns with higher chances of conversions.

Email Automation: With Salesmate, you can ensure you don't leave any prospective emails unattended by using automation. You get notified whenever a prospect opens an email and decide when to send the next mail to improve the response rate and move the leads through the funnel.

Salesmate Pricing

Salesmate offers 4 Pricing options for its marketing automation cum CRM tool.

The "Starter" plan is priced at $15/user/month and offers multiple pipeline and workflow management, web form creation and standard reporting.

The "Growth" plan is priced at $30/user/month and offers product and goal management, email scheduling and data-based workflows.

The "Boost" plan is priced at $50/month and offers team management, increased team inbox limits and smart activity queue.

The "Enterprise" plan offers a custom pricing option. It comes with a personalized onboarding, a dedicated account manager and unlimited dashboards.

Salesmate Discounts and Coupons

Salesmate currently does not offer any discounts or coupons for its subscription plans. However, you can get a 20% off by opting for annual billing.

Salesmate Free Trial

Salesmate offers a 15-day free trial for its "Starter", "Growth", and "Boost" pricing options without any buying obligations. Moreover, you don't have to input any credit card details to avail the offer.

Salesmate, A short how-to guide

Once you login to your Salesmate account, you'll enter the default dashboard. The first thing you see on top is your deals pipeline. Here, you can view all the current deals plus their stage in the funnel.

On the bottom left is your activities section. It shows your past due, current and upcoming activities. On the right, you have your sales summary. It shows your total deals, forecast and total deal value.

Click on the contacts tab in the left menu panel; to see the different addresses or contacts stored in your Salesmate account.

You can click on a contact to open the detailed profile view. Once done, you can send an email and see the current ongoing deals with this specific contact.