TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Salesmate

    Score10 out of 10
    Mid-Size Companies (51-1,000 employees)
    Salesmate is a single platform that helps create personalized experiences across marketing, sales, and service touchpoints across all channels – email, text, chat, web, calls, and eCommerce. It is designed to enable users to generate more leads, close more deals, and build lasting customer relationships. It replaces many disjointed systems to save users time and money. Salesmate offers businesses: …

    $29

    per month per user

    Workbooks

    Score4.9 out of 10
    N/AWorkbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.

    $30

    per user/per month

    Pricing
    SalesmateWorkbooks
    Editions & Modules
    Basic
    $29
    per month per user
    Pro
    $49
    per month per user
    Business
    $79
    per month per user
    Enterprise
    Custom
    Workbooks CRM Edition
    $30
    per user/per month
    Workbooks Business Edition
    $65
    per user/per month
    Offerings
    Pricing Offerings
    SalesmateWorkbooks
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeOptionalOptional
    Additional DetailsWe offer built-in calling: Starting at $1.10 per month for your phone line & pay as you go credits—
    More Pricing Information
    Features
    SalesmateWorkbooks
    Sales Force Automation
    Comparison of Sales Force Automation features of Salesmate and Workbooks
    Feature
    Salesmate
    8.0
    46 Ratings
    Workbooks
    7.7
    9 Ratings
    Customer data management / contact management10.045 Ratings8.59 Ratings
    Workflow management9.945 Ratings8.27 Ratings
    Territory management9.09 Ratings7.79 Ratings
    Opportunity management9.941 Ratings8.89 Ratings
    Integration with email client (e.g., Outlook or Gmail)7.345 Ratings6.49 Ratings
    Contract management5.928 Ratings7.29 Ratings
    Quote & order management5.626 Ratings7.68 Ratings
    Interaction tracking7.839 Ratings6.48 Ratings
    Channel / partner relationship management6.930 Ratings8.48 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Salesmate and Workbooks
    Feature
    Salesmate
    7.7
    19 Ratings
    Workbooks
    6.3
    8 Ratings
    Case management7.417 Ratings6.28 Ratings
    Call center management7.918 Ratings6.82 Ratings
    Help desk management00 Ratings5.88 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Salesmate and Workbooks
    Feature
    Salesmate
    6.3
    44 Ratings
    Workbooks
    7.3
    7 Ratings
    Lead management6.643 Ratings8.07 Ratings
    Email marketing6.042 Ratings6.67 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Salesmate and Workbooks
    Feature
    Salesmate
    8.4
    41 Ratings
    Workbooks
    7.5
    9 Ratings
    Task management8.941 Ratings7.77 Ratings
    Reporting7.937 Ratings7.87 Ratings
    Billing and invoicing management00 Ratings6.88 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Salesmate and Workbooks
    Feature
    Salesmate
    7.6
    43 Ratings
    Workbooks
    8.6
    8 Ratings
    Forecasting7.831 Ratings8.28 Ratings
    Pipeline visualization7.843 Ratings8.88 Ratings
    Customizable reports7.137 Ratings8.88 Ratings
    Customization
    Comparison of Customization features of Salesmate and Workbooks
    Feature
    Salesmate
    6.9
    45 Ratings
    Workbooks
    7.7
    8 Ratings
    Custom fields7.344 Ratings8.48 Ratings
    Custom objects6.733 Ratings7.67 Ratings
    Scripting environment6.521 Ratings7.56 Ratings
    API for custom integration7.127 Ratings7.57 Ratings
    Security
    Comparison of Security features of Salesmate and Workbooks
    Feature
    Salesmate
    8.0
    41 Ratings
    Workbooks
    7.5
    8 Ratings
    Single sign-on capability7.834 Ratings7.05 Ratings
    Role-based user permissions8.239 Ratings8.07 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Salesmate and Workbooks
    Feature
    Salesmate
    7.0
    35 Ratings
    Workbooks
    6.9
    6 Ratings
    Marketing automation7.035 Ratings6.76 Ratings
    Compensation management00 Ratings7.02 Ratings
    Platform
    Comparison of Platform features of Salesmate and Workbooks
    Feature
    Salesmate
    6.3
    42 Ratings
    Workbooks
    4.2
    7 Ratings
    Mobile access6.342 Ratings4.27 Ratings
    Social CRM
    Comparison of Social CRM features of Salesmate and Workbooks
    Feature
    Salesmate
    -
    Ratings
    Workbooks
    6.6
    3 Ratings
    Social data00 Ratings6.03 Ratings
    Social engagement00 Ratings7.31 Ratings
    User Ratings
    SalesmateWorkbooks
    Likelihood to Recommend
    10.0
    (46 ratings)
    7.0
    (18 ratings)
    Likelihood to Renew
    9.1
    (2 ratings)
    8.5
    (7 ratings)
    Usability
    10.0
    (45 ratings)
    7.3
    (1 ratings)
    Availability
    -
    (0 ratings)
    9.1
    (2 ratings)
    Support Rating
    1.4
    (42 ratings)
    8.2
    (1 ratings)
    Online Training
    -
    (0 ratings)
    6.4
    (1 ratings)
    Implementation Rating
    9.1
    (1 ratings)
    -
    (0 ratings)