Orum vs. Salesmate

Orum is great for organizations that want to maximize their productivity with their current team. It allows sales to tackle warm and cold leads in a streamlined process.

Salesmate gives us everything we need as a small business, with a clear interface, and can adapt to any business. If I was being ultra picky, I would perhaps suggest the ability to remove or hide certain modules not applicable to our niche, e.g., we are a B2C business, so the company module is not really useable for us, but this is not a negative by any means.

• Great AI notes are captured during the call
• presents useful information in preparation for each call
• great historical information available after the fact
• useful integration to other platforms such as Salesforce, Outreach, and LinkedIn

Incentivized

• For each client, it tracks emails, text messages, activities, files, calendar events, phone calls, to-do items.
• Customization is quite good -- you add fields you need. Like was discovery received, full payment, partial payment, etc. You can later run reports.
• Integration with other apps is good; I use QuickBooks and DocuSign.
• Customer service is very good.

• Their call-pickup detection can be slow.
• They don't have a pretty UI.
• They are missing some notes fields we would like.

Incentivized

• The search feature can be buggy and does not allow for highlighted text to be typed on. You must clear the box or hit backspace before typing. The only app in my life that does this.
• The dashboard button is pointless if it still makes you choose between legacy or classic.

Very happy with the customer service and the overall functionality of the program. With new features always being launched and discussed I'm looking fwd to growing with them

Incentivized

Very easy to use and simple to integrate. The process of moving from a trial to paid customer is virtually nothing.

It's so easy, and the support is top notch and I love Salesmate. Seriously the best CRM on the market right now, which I was able to customize exactly the way I needed to, with their support with me every step of the way. I will be working with SalesMate for a long time if not forever.

I typed it in a previous question's answer: of my entire tech stack, Matt Godwin is my top CSM by far. Daisy on the Sales side is wonderful, as well.

The support team at Salesmate is top-notch. They provide live chat support within the platform and answer typically in under a minute. They are always incredibly quick to respond to questions and provide insightful information. Getting started on the platform is easy as you always have support nearby.

No - All very straightforward and simple.

PhoneBurner is a good dialer as well and might be a better fit for a different use case, but as of my writing this review, they do not have a direct integration with Outreach. They allow a third-party (PieSync) to make certain "if-than" connections, but PhoneBurner didn't make it clear if there was a way to automatically log calls in Outreach. Plus PieSync brings its own monthly cost. Orum is a bit more expensive but well worth it for me.

Very similar in overall layout and user experience...but the features blow these others out of the water. Where alternative solutions had features either lacking or as an upgrade (ie having to spend an extra $10-$30/month/user) Salesmate has these features out-of-the-box

• You have to really use it cause its pricy
• Understand your lead list you are dialing into
• Price can be a bit on the high side

Incentivized

• It saved me so much time following up with leads. I move them to the next stage, and Salesmate does the rest.
• It does a whole load of outreach for me. It's seamless.
• I get a lot more responses from people in my pipeline - especially using SMS to follow up.