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Description
Building better people is the first step to building a better business. PlanPlus Online Business Edition is a unique software product that combines a proven personal productivity tool with a powerful Customer Relationship Management system. PlanPlus Online's Business CRM solution allows for collaboration, sales, marketing and project management. This will enable productivity and ensure accountability within your company.
Description
Salesmate, a web-based integrated CRM platform that allows your business to automate, accelerate, and grow revenue by having your entire sales, marketing, and CS team working together under one platform.
Salesmate is used as your one source of truth giving you a 360-degree view of all of your contacts. Your Marketing Team can create laser-focused campaigns based on your companies initiatives. Your Sales Team will be able to manage their sales pipeline and be given the tools to make more calls, reach out faster, and never miss an opportunity because of disorganization. Finally your CS team will be able to manage your biggest client relationships and find upsell opportunities to drive more revenue for the business.
With Salesmate, you will have the power to have all departments work together towards one goal. With their 15 day free trial, you can easily try Salesmate today!
API Access
Has API
No
API Access
Has API
Yes
Integrations
ActiveCampaign
No
Axis LMS
No
Dialpad Sell
No
Dialpad Support
No
Easyflow
No
Google Drive
No
Google Maps
No
Google Meet
No
Google Workspace
No
Integry
No
Integrations
ActiveCampaign
Yes
Axis LMS
Yes
Dialpad Sell
Yes
Dialpad Support
Yes
Easyflow
Yes
Google Drive
Yes
Google Maps
Yes
Google Meet
Yes
Google Workspace
Yes
Integry
Yes
Pricing Details
$12 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
$12/month/user
We offer different plans based on the features you need.
Starter - $12/month/user
Growth - $30/month/user
Boost - $40/month/user
Enterprise - Based on Custom Requirements
Starter - $12/month/user
Growth - $30/month/user
Boost - $40/month/user
Enterprise - Based on Custom Requirements
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
PlanPlus Online
Founded
2006
Website
www.planplusonline.com
Vendor Details
Company Name
Salesmate
Founded
2016
Country
United States
Website
www.salesmate.io
Product Features
Appointment Scheduling
Appointment Reminders
No
Automated Scheduling
No
Calendar Sync
No
Client Database
No
Group Scheduling
No
Mobile Access
No
Multi-Location
No
Online Booking
No
Online Payments
No
Recurring Appointments
No
Room Booking Management
No
Contact Management
Activity Management
Yes
Appointment Management
Yes
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
Yes
Email Marketing
Yes
Group Management
Yes
Interaction Tracking
Yes
Lead Management
Yes
Prospecting Tools
Yes
Sales Pipeline Management
Yes
Search / Filter
Yes
Segmentation
Yes
Shared Contacts
Yes
Social Media Integration
No
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
PIM
Content Syndication
No
Data Modeling
No
Data Quality Control
No
Digital Asset Management
No
Documentation Management
No
Master Record Management
No
Version Control
No
Productivity
Collaboration
No
Database Creation
No
Document Creation
No
File Sharing
No
Notes Management
No
Office Suite
No
Presentation Tools
No
Project Management
No
Task Management
No
Team Chat
No
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
No
Real Estate Agency
Calendar Management
Yes
Client / Property Matching
No
Client Database
Yes
Commission Management
Yes
Contact Management
Yes
Contract Management
Yes
Email Marketing
Yes
Flyer / Catalog Printing
No
Lead Management
Yes
Listing Management
Yes
Property Database
Yes
Website Management
Yes
Real Estate CRM
Campaign Management
Yes
Client / Property Matching
No
Contact Management
Yes
Dashboard
Yes
Email Marketing
Yes
Interaction Tracking
Yes
Lead Management
Yes
Property Alerts
No
Referral Tracking
No
Segmentation
Yes
Product Features
Contact Management
Activity Management
Yes
Appointment Management
Yes
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
Yes
Email Marketing
Yes
Group Management
Yes
Interaction Tracking
Yes
Lead Management
Yes
Prospecting Tools
Yes
Sales Pipeline Management
Yes
Search / Filter
Yes
Segmentation
Yes
Shared Contacts
Yes
Social Media Integration
No
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Inside Sales
Auto-Dialing
Yes
Call List Management
Yes
Call Recording
Yes
Campaign Management
Yes
Dashboard
Yes
Data Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Scoring
Yes
Performance Management
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Source Tracking
Yes
Marketing Automation
A/B Testing
No
Analytics / ROI Tracking
No
Artificial Intelligence
No
Content / Blogging Platform
No
Customizable CTAs
No
Drip Campaigns
No
Dynamic Content
No
Landing Pages / Web Forms
No
Lead Scoring
No
Sales Intelligence
No
Search Marketing
No
Segmentation
No
Social Marketing
No
Website Visitor Tracking
No
Real Estate CRM
Campaign Management
Yes
Client / Property Matching
No
Contact Management
Yes
Dashboard
Yes
Email Marketing
Yes
Interaction Tracking
Yes
Lead Management
Yes
Property Alerts
No
Referral Tracking
Yes
Segmentation
Yes
Sales Engagement
CRM Integration
No
Call Scripts / Call Steps
No
Email Sequences
No
Email Tracking / Automation
No
Lead Management
No
Reporting / Analytics
No
Sales / Voice Dialer
No
Sales Automation
No
Search
No
Task Management
No
Templates
No
Workflow Management
No
Sales Force Automation
Call Management
Yes
Campaign Management
Yes
Channel Management
No
Commission Management
Yes
Contact Management
Yes
Contract Management
No
Customer Database
Yes
Email Marketing
Yes
Field Sales Management
Yes
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
Yes
Territory Management
No
Sales Forecasting
Competitor Analysis
No
Correlation Analysis
No
Dashboard
No
Dynamic Modeling
No
Exception Reporting
No
Graphical Data Presentation
No
Modeling & Simulation
No
Performance Metrics
No
Sales Trend Analysis
No
Statistical Analysis
No
Sales Tracking
Activity Dashboard
No
Alerts / Notifications
No
Appointment Scheduling
No
Call Logging
No
Comments / Notes
No
Custom Reports
No
Document Management
No
Email Templates
No
Interaction Tracking
No
Lead Management
No
Lead Scoring
No
Pipeline Management
No
Reporting / Analytics
No
Task Management
No
