| All-in-One Access | Single subscription for entire platform (Sales, Marketing, Service) | Focused primarily on sales platform |
| User-Friendliness | Clean, modern UI designed for sales, marketing, and support teams - easy to adopt, even for non-tech users. | Intuitive, simple UI focused primarily on sales teams. |
| Contact Management | Advanced 360° contact view, including activity history, emails, calls, chats, deals, and tickets - all in one place. | Strong contact and deal management focused on sales activities. |
| Built-in Calling and Texting | Native calling with power dialer, call recording, voicemail drop, call transfer, and advanced call analytics. | Not available. Users stated that a simple SMS campaign requires Zapier and third-party integrations |
| Communication Tools | True all-in-one: calling, SMS, WhatsApp, email, live chat, Messenger, Instagram DMs - unified inbox and tracking. | Primarily email. no native SMS or chat tools. |
| Lead Source Integrations | Capture leads directly from web forms, social media channels, chat, and more - no need for third-party integrations. | Lead capture mainly via web forms and integrations with marketing tools (requires additional setup and often higher plans). |
| Live Chat | Fully integrated live chat with website and in-app support. | Available via third-party integration |
| Web Forms | Yes | Yes |
| Email Sync Reliability | Reliable, seamless email sync with minimal disruptions | Known issues with email sync reliability |
| Ticketing & Service | Full-featured ticketing system with SLAs, team assignment, and service workflows — great for post-sale support. | Not available |
| Workflow Automation | Powerful visual automation builder ("Smart Flows") to automate sales, marketing, and service processes across the entire customer journey. | Advanced workflows only on higher plans. |
| Automation Capabilities | Advanced, cross-functional automation for sales, marketing, and support- fully customizable without needing external tools. | Limited automation, primarily focused on basic sales tasks |
| Lead Scoring | Yes. Built-in | Not available |
| Meeting Scheduler | Built-in scheduling tool with personalized booking links, reminders, and automated follow-ups. | Meeting scheduler available via add-ons, depends on plan |
| Quote Management | Native quote creation, sharing, and tracking within the CRM. | Not available. Requires add-ons or external integrations. |
| Customization | Deep customization: layouts, custom fields, modules, visibility rules, roles, and permissions - adapt CRM to your exact processes. | Good customization in sales pipelines and fields, but more limited in overall process customization and cross-team usage. |
| Customer support | Award-winning support team. 24/5 live chat support with responses typically within a few minutes, plus email and phone support. | Support can be delayed. priority support only on higher plans |
| Email Marketing & Campaigns | Send personalized, branded email campaigns directlsy from Salesmate and track engagement across multiple touchpoints - all in one place. | Requires add-ons or integrations with email marketing platforms |
| Sales Pipelines | Unlimited sales pipelines included on all plans | Unlimited pipelines, but available only on higher plans |
| Custom Fields & Modules | Yes. Full support for custom fields, modules, and entities. | Yes. Custom fields supported; no custom modules beyond deals and contacts. |
| Shared Team Inbox | Yes | Not available, needs integrations. |
| Deal Rotting | Yes | Yes |
| A/B Testing | Yes | No |
| AI Call Transcription | Native call transcription with AI summaries, trackers, sentiment analysis, and advanced call metrics (talk-to-listen ratio, objection keywords, etc.). | Not available. |
| AI Agents | Yes | Yes |
| Ease of use (G2 review) | 9.1 | 8.9 |
| Mobile app | Yes, with full CRM functionalities | Yes. Strong mobile app with sales-focused features. |
