Salesmate vs. Clientbook: A value based comparison
Find out which CRM offers the best value for your business as you scale.
| Factors |  |  |
|---|---|---|
| Free Trial | Salesmate offers a 15-day free trial, allowing businesses to explore its features and assess suitability before making a commitment. | Clientbook does not offer a free trial, which may deter potential users from committing without firsthand experience of the software's capabilities. |
| User-Friendliness | Simple, intuitive interface loved by users. | The platform is not very intuitive and can be complicated to navigate, there's a need for a more user-friendly interface. |
| Communication Tools | Salesmate provides inbuilt calling tools (with transcription), two-way SMS, email, live chat, and integrated social channels to engage clients through their preferred communication methods. | Heavy emphasis on text messaging. While effective, it may not cater to all customer preferences, potentially limiting engagement with clients who prefer other communication channels. |
| Customization | Salesmate offers extensive customization options, allowing jewelry businesses to fit their unique sales processes and client engagement strategies. | Users have reported that the software offers fewer customization options, which is a drawback for jewelry businesses seeking tailored solutions. |
| Customer Support | Salesmate provides customer support through multiple channels. Users love the quick issue/query resolution support. | Users have experienced delays in issue resolution, indicating room for improvement in customer service responsiveness. |
| Personalized Clienteling | Access a 360-degree view of your customers, including purchases, interests, conversations, and special occasions. | Enables jewelers to send personalized messages, offers, and recommendations, improving customer engagement. |
| Automation Capabilities | Provides a fully automated sales pipeline, email sequences, and workflow automation, ensuring smooth follow-ups and better lead nurturing | Offers basic automation, such as reminders, follow-ups, and review requests, but is primarily focused on SMS-based engagement. |
| Team Collaboration | Offers capabilities like lead assignment, user mentions, goal tracking, and deal splitting facilitate effective team collaboration. | Limited team collaboration capabilities |
| Comprehensive Features | The all-in-one platform offers a more holistic solution by integrating sales, marketing, and customer support, ensuring businesses can manage all customer touchpoints seamlessly. | Focuses heavily on client management and SMS marketing. It lacks the comprehensive marketing and customer support tools. |
| Lead Capture & Management | Offers contact store forms, live chat, chatbots, and integrations with facebook ads, allowing jewelry businesses to attract and engage new clients more efficiently. | Helps businesses engage with existing customers effectively but has limited lead generation tools for capturing new prospects. |
| Meeting Scheduler | Built-in meeting scheduler to book store visits, consultations, or repair appointments. | No built-in meeting scheduler. |
| Mobile App | Most feature-rich and powerful mobile and ipad app in the industry for on-the-go sales | Mobile app available, but very limited functionality compared to Desktop |
| Reporting & Analytics | Provides more robust and customizable analytics, offering in-depth insights on sales performance, lead tracking, pipeline forecasting, and team productivity. | Offers analytics that mainly focuses on sales team performance, with tools like client history tracking and SMS campaign insights. |
customer stories
Hear from businesses that love Salesmate
Salesmate is a game-changer for my business! It keeps my contacts organized, streamlines communication with intuitive email templates, and automates follow-ups—ensuring nothing slips through the cracks. The scheduling tool is a lifesaver, making appointment booking effortless. Highly recommend!
Here are a few reasons why now might be the time to switch from Clientbook to Salesmate
Discover why switching from Clientbook to Salesmate can streamline your sales, enhance customer engagement, and give your jewelry business the all-in-one CRM it truly needs.
Go beyond SMS marketing
Today’s customers expect more than just text messages. With Salesmate, you can engage clients through automated marketing with branded email templates, calls, live chat, and automation—all from a single platform. Stay connected with your customers through their preferred channels and build stronger relationships.
An All-in-One CRM for sales, marketing & support
Salesmate is more than just a client management tool—it’s a complete CRM that helps you track sales pipelines, nurture leads with marketing automation, and provide seamless customer support. Manage your entire customer journey in one place without switching between multiple tools.
A user-friendly & customizable CRM
Salesmate is designed for ease of use, ensuring your team can quickly adopt the platform and start seeing results. Plus, with customizable workflows, dashboards, and reports, you can tailor the CRM to fit your unique business needs effortlessly.
Get more value with transparent pricing
Salesmate offers simple, transparent pricing with no hidden fees. Plus, with a free trial, you can experience the platform before making a commitment—so you know exactly what you’re getting.
Automate more, work less
With Salesmate’s Smart Automation, you can set up intelligent follow-ups for clienteling, automate repetitive sales and marketing tasks to save time, and track customer interactions in real time to ensure you never miss an opportunity.
A CRM that grows with you
As your jewelry business grows, you need a CRM that scales with you. Salesmate adapts to your needs by allowing you to customize workflows, dashboards, and reports, add unlimited pipelines for different sales processes, and integrate seamlessly with your existing tools.
Top rated across all platforms
Customers have rated us the best compared to any other software across review platforms like G2, Gartner, TrustRadius.
