Glitchy
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.
The email server omg is so bad…I wish they would just integrate Gmail or outlook.
Good but beware
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.
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.
Show more
Good before 3.0
Updates always take time to get used to but when efficiency drops, even for a day, due to an update it is extremely frustrating.
Using email on the the iPad is now very clunky. If try to arrow around the text while composing an email I end up in the subject box or address box instead of the next line of text. Formatting is lost when pasting text.
It takes more steps to look for deals and change deal status than it used to.
Perhaps I’m missing something but the calendar doesn’t show individual days anymore but instead is a continuous scroll with only appointments showing and not a “map” of the day (i.e. I can actually see any gaps between meetings).
I hope this gets better…
Using email on the the iPad is now very clunky. If try to arrow around the text while composing an email I end up in the subject box or address box instead of the next line of text. Formatting is lost when pasting text.
It takes more steps to look for deals and change deal status than it used to.
Perhaps I’m missing something but the calendar doesn’t show individual days anymore but instead is a continuous scroll with only appointments showing and not a “map” of the day (i.e. I can actually see any gaps between meetings).
I hope this gets better…
Show more
Response from developer
Hello Chris, We apologize for any inconvenience you have experienced with Salesmate 3.0. Your satisfaction is our top priority, and we are committed to resolving this matter promptly. To address your concerns effectively and in real time, we invite you to join us on our live support channel via our Mobile app/web app or you can write us at support@salesmate,io. Our dedicated support team will be on standby to assist you every step of the way. Rest assured, we are here to make things right for you. Please do not hesitate to reach out, and together, we will work towards a swift resolution. Thanks Team Salesmate
Make change
Stop asking me to rate every single call, I make about 70 calls a day and I’m sick of being asked to give 5 stars. I really don’t care. Remove this, it’s so annoying.
Adequate, not bad, not outstanding
This CRM was quite simple to set up.
As time goes on some problems that are becoming apparent include:
-Every time a hard close is performed on the app, you’re deal board defaults to ‘all’ and you have to manually add the filter of open status only to avoid being overwhelmed by hundreds of lost leads.
-Automation is minimal and difficult to set up
-Has limited native integrations with other apps and limited options via zapier
-Where is the ability to send quotes or proposals as a native feature?
As time goes on some problems that are becoming apparent include:
-Every time a hard close is performed on the app, you’re deal board defaults to ‘all’ and you have to manually add the filter of open status only to avoid being overwhelmed by hundreds of lost leads.
-Automation is minimal and difficult to set up
-Has limited native integrations with other apps and limited options via zapier
-Where is the ability to send quotes or proposals as a native feature?
Show more
Excellent Solution for my business
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
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
Show more
Awesome
5 year user. I looked and looked before I was lucky enough to find Salesmate. Integrated local number e-calling/texting/email in a cost-effective CRM and my business has never been happier.
It was too good to be true.
It has all the features I wanted, but I was unable to sign into the web version. It kept saying not valid credentials. But those same credentials work on the mobile app. Tried to reset my password on web, but link to reset was never sent. Which means I have to wait until Monday to even get someone to help me. Realtors don’t work banker hours. So the solve your issues later is a problem for me.
Show more
Super easy to use and full of features
Just do it
Confusing
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.
Show more
Great sales platform
Nice CRM and sales pipeline plus I love the browser sidebar and website chat features.
Highly Recommend
I love this app.
Awesome all in one CRM
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.
Probably the best Crm with telephony out there
Stop allowing spammers
Stop allowing spammers, have better anti spamming systems. I keep getting multiple emails from people using your system to spam me unsolicited.
I am reporting each one of them to be black listed including your domain. You have a responsibility as a company to curb this crap.
I am reporting each one of them to be black listed including your domain. You have a responsibility as a company to curb this crap.
Would LOVE to see a DARK MODE 🌙
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
Show more
Improvements needed
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.
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.
Show more
Awesome
For this for some time and at quite the expense
Suggestion
How to can we pick and assign a number to text back to each customer. Say we have a customer in area code 512 and other in area code 718, how do we choose to text the customer back from our 718 and 512 numbers? Thanks.
Great platform, even better customer service
I looked at a dozen or so CRMs and Salesmate had everything I wanted and A bunch of things I didn’t even know I needed! There have been some glitches and issues but every single time the customer support is on it immediately, 24/7. That is invaluable! One suggestion for improved functionality would be a broad search function, for instance searching for a keyword (not a tag) when you can’t recall the contact or context.
Show more
