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Salesmate is an increasingly popular CRM platform that aims to streamline and automate the sales process for businesses of all sizes. It offers an impressive array of features, with a particular focus on advanced sales automation capabilities.

A few standout features include a 360-degree contact management system to easily capture, enrich, and track leads, customizable sales pipelines and workflows, and robust email marketing tools. The automation journeys are especially powerful, allowing you to personalize customer experiences and almost completely automate the journey from lead to sale.

That said, Salesmate does have some drawbacks. It's not the most affordable CRM out there, with pricing that increases based on the number of contacts. The advanced features, while very capable, can also mean a steeper learning curve for new users. And customer support is limited on most plans. But overall, Salesmate is a compelling modern CRM for sales teams that want to leverage automation.

Salesmate core capabilties

(Image credit: Salesmate)

Salesmate packs a punch when it comes to must-have CRM capabilities. At its core, it offers robust contact management that allows you to track all interactions and activities with leads and customers in one centralized database. You can easily import contacts from various sources, enrich the data, and segment them using smart views and filters for targeted outreach.

The visual sales pipeline builder is intuitive and flexible, letting you create multiple pipelines with customized stages to match your unique sales process. As deals progress through the stages, you gain visibility into the health of your pipeline.

Sales forecasting is especially good. Reps can predict their numbers based on the likelihood of deals closing, giving management more accurate revenue projections. The built-in performance analytics are also impressive, with the ability to slice and dice data using different filters to generate insightful reports and dashboards.

Salesmate doesn't skimp on productivity boosters either. You can automate routine tasks like sending follow-up emails, setting reminders, and updating fields. Plus, the mobile app with offline access keeps road warriors in the loop at all times.

Where Salesmate really shines is its AI assistant called Sandy. You can delegate admin work to Sandy via voice or chat commands - from scheduling meetings to logging notes and follow-ups. This frees up significant time for reps to focus on selling.

The platform also ventures beyond typical CRM functionality with its marketing automation tools. You can build email campaigns, design landing pages, and create multi-step journeys to nurture leads.

Other thoughtful features include website live chat, chatbots for 24/7 lead capture and support, and a drag-and-drop newsletter builder. All these allow businesses to engage customers across channels without relying on separate point solutions.

Salesmate is an extremely well-rounded CRM that can streamline sales operations for small and midsize companies. By bringing sales, marketing, and service into a single platform, it eliminates data silos and fosters seamless collaboration. While not as complex as enterprise systems, Salesmate offers just the right mix of core and innovative features to drive productivity and revenue growth.

How easy is Salesmate CRM to use?

(Image credit: Salesmate)

Salesmate's clean and modern design makes navigating the platform a breeze, even for those new to CRMs. The customizable pipelines allow users to tailor their sales processes to their specific needs, ensuring efficient lead management and minimizing the learning curve.

Salesmate also offers robust accessibility features, such as built-in email tracking, which provides valuable insights into email interactions and enables prompt follow-up actions. The integration options are another highlight, allowing seamless connection with various third-party tools and applications, streamlining workflows, and enhancing productivity.

In my experience, Salesmate's onboarding process is smooth and straightforward, with a variety of helpful resources available, including video tutorials, webinars, and a comprehensive knowledge base. The company also provides excellent customer support, with responsive and knowledgeable representatives ready to assist users at any stage of their journey.

One particularly impressive aspect of Salesmate is the ease with which users can set up web forms to capture lead information. The process is simple and intuitive, requiring no technical expertise. This feature alone can save businesses countless hours and help them focus on what matters most – engaging with prospects and closing deals.

While the platform offers a wide range of customization options, some users might find the level of granularity a bit overwhelming at first. However, the platform's well-organized settings and clear documentation make it easy to navigate these options and tailor the CRM to specific business requirements.

Overall, Salesmate's commitment to user experience shines through in its thoughtfully designed interface, accessible features, and comprehensive support resources. With a relatively short learning curve and powerful tools at their fingertips, users can quickly become proficient in leveraging Salesmate to streamline their sales processes and drive business growth.

Salesmate integrations

Salesmate CRM offers an impressive array of pre-built integrations and connectors that allow it to seamlessly integrate with many popular business applications. The platform has native integrations with Gmail, Google Drive, Google Meet, Microsoft 365, Slack, ActiveCampaign, AWeber, BigCommerce, DocuSign, Dialpad, QuickBooks, and over 700 other apps through Zapier.

I was pleased to see that Salesmate provides a clean and well-documented API that enables developers to build custom integrations. The API allows access to core CRM data and functions like accounts, contacts, deals, activities, and more. This opens up a lot of possibilities for businesses to connect Salesmate with their existing tech stack.

For non-developers, Salesmate's integration with Zapier is a big plus. Zapier acts as a bridge, letting you connect Salesmate with thousands of the most popular apps without writing any code. You can set up automated workflows to sync data, trigger notifications, and more. Having tested a couple of Zaps myself, I can say the process is quite intuitive.

Another standout integration is with Integrately, a no-code integration platform. Integrately provides a visual interface to create complex automated processes spanning multiple apps. So you can use it to deeply embed Salesmate into your workflows without relying on developers.

In my experience, the pre-built integrations work smoothly and reliably. I didn't encounter any issues with data syncing or app connectivity. Salesmate's UI for configuring integrations is also clean and user-friendly.

One minor drawback is that compared to some other CRMs, Salesmate has a smaller number of pre-built integrations. However, the critical ones for sales and marketing are well covered. And you can always build a custom integration using the API when needed.

How good is Salesmate customer support?

In terms of customer support, I found that Salesmate provides a few key channels for users to get help. They offer 24/5 email support for all plans, with live chat also available for those who prefer the written medium.

A ticketing system allows customers to track the real-time status and progress of their support issues via both live chat and email. This gives users more visibility into how their problems are being handled.

Salesmate also provides some self-service support options. They have a knowledge base with guides and tutorials. An official user community is also available, but with most posts over a year old, the forum sees little activity.

As for the quality and responsiveness of their support, user reviews are generally positive. Several reviewers praised the helpfulness of the support team. That said, the lack of twenty-four-hour availability on weekends, even on higher plans, is a bit disappointing.

Salesmate pricing and plans

Plan

Basic

Pro

Business

Price

$23/user/month

$39/user/month

$63/user/month

Best For

Small teams with basic CRM needs

Growing businesses requiring sales automation

Established teams looking for advanced features

Features

Unlimited contacts/deals

Email marketing tools

Workflow automation

Sales automation

Custom dashboard

Team inbox

Power dialer

Team management

Increased customization

Limitations

No sales automation or team management

Limited customization options

May be costly for smaller teams

When it comes to CRM pricing, Salesmate takes a straightforward approach with four tiers to choose from. The Basic plan at $23/user/month provides essential contact and deal management features. For more advanced functionality like automation and bulk emails, the Pro plan at $39/user/month is a good bet.

Growing teams that need custom dashboards and reports can opt for the Business plan at $63/user/month. Enterprise-level pricing is also available for those needing a tailored solution.

One aspect of Salesmate's pricing that caught my attention is the built-in phone and SMS rates. You can get local or toll-free numbers starting at just $1.10 per month and purchase credits as needed for calls and texts. Having these communication tools integrated into the CRM at a reasonable cost is definitely a plus.

Before committing to a plan, Salesmate offers a 15-day free trial with full access to all features and no credit card required. I appreciate that they allow you to really put the system through its paces without limitations during the trial period. And if 15 days isn't quite enough, you can request an extension to keep evaluating.

While the pricing is generally competitive, it's worth noting a couple of things. Upgrading to a higher-tier plan will apply any unused prepaid fees to the new plan, but there are no refunds for unused accounts, partial use, or early termination. And only annual subscriptions over $500 are eligible for bank transfer payments; otherwise, it's credit card only.

But I feel Salesmate's pricing model is mostly fair and flexible enough to accommodate a variety of business needs. The monthly and annual billing options, affordable communication add-ons, and commitment-free trial are all points in its favor from a value perspective. Just be sure to carefully review the terms around upgrades and refunds to avoid any billing surprises down the line.

Salesmate CRM review: Summary

After testing SalesMate, reading its user reviews, and analyzing its pricing and documentation, I've found it to be a very capable and well-rounded CRM solution, particularly for small to midsize sales teams.

A key strength is its intuitive interface and short learning curve. Even novices can get up and running quickly. I was impressed with the visual deal pipeline, which makes it easy to track opportunities across stages. The built-in calling, power dialer, and SMS features are also standouts, enabling reps to communicate with leads without leaving the CRM.

SalesMate really shines when it comes to sales automation. You can automate lead assignment, task creation, follow-up emails, and more based on triggers. The system also ventures beyond pure CRM with basic marketing tools like email campaigns and web forms. This can help small teams streamline their tech stack.

That said, SalesMate does have some limitations. Several users noted the lack of more advanced marketing automation features you'd find in HubSpot or ActiveCampaign. Some also mentioned occasional email syncing issues. And while SalesMate offers a good set of integrations, the marketplace is smaller compared to giants like Salesforce.

Salesmate stands out with its modern interface, robust automation features, and comprehensive sales tools. While it may be pricier than some competitors, its time-saving capabilities and in-depth analytics make it a valuable investment for businesses seeking to optimize their sales operations and customer relationships. That said, the lack of enterprise-level features may be a deterrent for larger businesses with complex needs.

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NimbleCRM is an affordable contact management platform laser-focused on helping small businesses and solo entrepreneurs generate leads and nurture client relationships. While it lacks some of the advanced reporting and customization of enterprise CRM platforms, Nimble compensates with an array of unique prospecting tools I haven't seen in competing products at this price point.

Some highlights include a mobile app that scans and captures contact details from business cards, a browser plugin to find social media profiles and professional info for contacts, email signature parsing to automatically update CRM records, and a "prospector" feature to extract contact information from company websites.

The modern and intuitive interface centers around a customizable dashboard displaying deal pipelines, messages, events, and social network updates. A unified inbox provides two-way sync with Office 365/Outlook or Google Workspace to manage all client communications. Nimble's cheapest plan starts at $19/user/month and offers a generous 25,000 contacts and 2GB storage per user.

Nimble CRM core capabilities

(Image credit: Nimble CRM)

Nimble CRM offers a comprehensive set of core functionalities that address the essential needs of businesses for efficient contact management, sales pipeline tracking, task and activity management, and workflow automation.

Its intelligent contact manager automatically gathers and consolidates contact information from various sources, such as email, social media profiles, and business apps, into unified contact records. This enables users to easily access and manage extensive information about their contacts in one place.

I also found Nimble's task and activity management capabilities to be quite robust. Users can create, categorize, and sort tasks, and associate them with specific contacts for added context. The visual Kanban-style interface of the Workflows feature is great for project and process management, allowing teams to map out processes, identify bottlenecks, and optimize workflows.

For sales teams, Nimble Deals provides an effective way to manage opportunities through the sales pipeline. Deal stages can be customized to align with the business's unique sales processes. Nimble also delivers powerful sales analytics and reporting, with multiple custom dashboards, in-depth reports, and the ability to track individual and team performance. This enables sales forecasting and data-driven decision-making.

Another strength of Nimble is its mobile app for iOS and Android. It provides core CRM functionalities on the go, allowing users to access contact details, track deals, and stay on top of tasks while out of the office. Recent enhancements have further improved the mobile experience.

While Nimble checks the boxes for essential CRM capabilities, it could improve certain areas to be even more compelling. For example, the platform would benefit from deeper customization options for its reporting and stronger native integrations with a wider range of third-party business apps. But overall, Nimble provides a solid and affordable CRM solution, especially for small businesses and sales teams.

How easy is Nimble CRM to use?

(Image credit: Nimble CRM)

When I first logged into Nimble CRM, I was immediately struck by its modern, clean, and intuitive interface. For a feature-rich CRM with multiple modules, the layout felt accessible and easy to navigate from the get-go.

Nimble provides helpful new user onboarding that walks you through every step of the setup process. This made learning the ropes a painless experience, as the onboarding helps familiarize you with the key features and layout in a guided way. I felt I was able to start using the core functionality confidently in a short amount of time.

Customization is another area where Nimble shines in the user experience department. You can create multiple sales pipelines tailored for different needs, audiences or teams. Kanban-style pipeline views enable dragging and dropping deals visually through stages. Dashboards are able to surface the data and insights most relevant to your role.

Nimble offers mobile apps for iOS and Android, making it convenient to access contact records, communication history, deals, and tasks while on the go. Based on the easy learning curve I encountered, it seems realistic that a new user could get comfortable with the key features and workflows within a few hours to a couple of days max.

All in all, I'd say ease of use is one of Nimble's greatest strengths. The clean UI, helpful onboarding, and customization options make it an accessible yet powerful solution for users of varying technical comfort levels. The ability to get up and running quickly is a huge asset for busy sales and marketing teams.

Nimble CRM integrations

Nimble CRM offers a wide range of integrations and connectors to make it easy to sync data with other apps and services. The Nimble Marketplace lists over 120 pre-built integrations with popular business tools like Google Workspace, Microsoft 365, Slack, Mailchimp, Zapier, HubSpot, QuickBooks, and others.

I was also pleased to find that Nimble has direct integrations with iPaaS providers Zapier and Make. This opens up the possibility to connect Nimble with thousands of other apps not available natively. Setting up integrations via Zapier or Make is straightforward, only requiring your login credentials.

For custom integrations, Nimble provides a well-documented REST API. The API lets developers access most of the core Nimble data and functionality. However, it appears API access is not enabled by default, and admins need to explicitly allow it for each user account, which could be a hassle for larger teams.

In my experience testing some of the key integrations, like Google Contacts and Microsoft 365 calendar sync, the data syncing has been reliable with no noticeable lags or errors. Performance seems solid, even with a large number of records.

One area I think Nimble could improve is providing more fine-grained controls and filters for syncing. Currently, it's largely all-or-nothing. The ability to limit which fields get synced or filter records based on criteria would add flexibility.

How good is Nimble CRM's customer support?

While it provides some helpful support options, NimbleCRM's user reviews indicate that the overall quality and effectiveness of their customer support is mixed.

According to Nimble's website and third-party reviews, email is the main support channel, available Monday through Friday from 9 am-5 pm PT. They also offer phone support during those same hours. A chatbot is available for submitting requests, but it is not a true live chat.

Self-service resources include a knowledge base and support community. However, the depth and usefulness of these resources are unclear based on the information I could find.

One point of frustration for some users is the lack of 24/7 support or live chat, which many consider essential for a paid CRM. Support hours are limited to standard business hours in the Pacific time zone.

That said, a few reviewers reported positive experiences with support responsiveness. One reviewer noted that they received an email response and resolution within an hour of submitting a ticket after hours. They also got immediate responses via Twitter.

Other users praised the support as "solid and high quality" and noted "responsive customer support with less wait time." However, the average first response and resolution times are not published anywhere that I could find.

On the flip side, some reviewers were less impressed, with one saying that "customer support could be better." Another described it as just "fine," noting it sometimes took a full day to get a response.

So while Nimble does offer a few different support channels and has some fans of their service, support hours are limited, 24/7 live channels are lacking, and quality seems hit-or-miss based on user sentiment. There's definitely room for improvement in Nimble's customer care.

Nimble CRM plans and pricing

Plan

Business

Price

$24.90/user/month

Best For

Small to medium businesses prioritizing relationship management and social selling

Features

25,000 contact records

Customizable pipelines

Automated workflows

Limitations

2GB storage per user, no 24/7 support

Nimble keeps its pricing structure simple and straightforward, offering a single plan at a flat per-user rate. The Business plan is priced at $24.90 per user per month when billed annually, or $29.90 per user per month if you opt for month-to-month billing. That represents a savings of over 15% if you commit to a yearly subscription upfront.

For the price, each user gets access to Nimble's full set of CRM features, along with a generous 25,000 contact record limit and 2GB of storage per user. Should you hit the storage ceiling, additional space can be tacked on in 10GB increments at $10 per month, prorated for the remainder of the current billing period.

I appreciate that Nimble doesn't nickel and dime customers with complex pricing tiers or hidden fees. The only variables impacting your monthly cost are the number of user licenses and any extra storage you might need. Nimble simply charges a prorated amount for additional licenses or upgrades made mid-cycle.

It's also worth noting that Nimble doesn't require an annual contract or commitment. You can go the monthly route and cancel anytime if the platform doesn't meet your needs or your team size changes. Although the annual discount is attractive if you're confident Nimble is the right long-term CRM solution for your business.

For anyone on the fence, Nimble does provide a 14-day free trial to test drive the software risk-free. No credit card information is required. It's not as generous as the 30-day trials offered by some competitors, but two weeks is ample time to assess if the feature set justifies the expense.

All in all, while Nimble's entry point isn't the cheapest compared to some barebones entry-level CRM plans on the market, the pricing is reasonable considering its robust capabilities. Growing businesses that want to streamline sales and marketing on a single platform without breaking the bank will find Nimble's predictable, all-inclusive pricing appealing. Just be mindful of potential storage costs if you anticipate maintaining a large database of detailed customer records.

Nimble CRM review: Final verdict

After spending time testing and evaluating NimbleCRM, my overall impression is that it provides a solid set of core features at an affordable price point. It particularly excels at contact management, with helpful tools to aggregate contact data from various sources into unified records.

Nimble's visual deal pipeline and task management functionalities are intuitive and effective for keeping sales processes on track. The ability to customize deal stages and dashboards allows aligning the software to unique business needs.

I was also impressed by Nimble's mobile apps, which enable accessing key customer data and features on the go. The interface is modern and user-friendly across devices.

While it delivers essential capabilities, certain areas could still be enhanced. Reporting customization options are somewhat limited compared to higher-end CRM solutions. Some users might also wish for a wider breadth of out-of-the-box integrations.

But for small businesses and teams wanting an accessible yet fully featured CRM at a reasonable cost, Nimble is a compelling option. Its strengths in contact management, deal tracking, and mobile access make it well-suited for entrepreneurs and SMBs looking to foster sales growth and deepen customer relationships without undue complexity.

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