Salesmate CRM Alternatives for Logistics Companies

Salesmate CRM Alternatives for Logistics Companies

Salesmate CRM Alternatives for Logistics Companies

If you’re searching for the best CRM for logistics companies, but more specifically, a Salesmate CRM alternative, this comparison blog is for you. As much as Salesmate CRM software offers features that appeal to service-based businesses like logistics companies, it might not be the perfect fit for everyone. In fact, some users on review sites have reported integration issues with third-party applications like email and phone systems, causing disruptions in workflow.

 

So, to give you all the information you need to make an accurate decision, we’ve analyzed the pros and cons of five CRM for logistics businesses and compared their pricing structures to help you identify the best CRM alternatives to Salesmate.

 

1. Pipeline CRM

 

Salesmate CRM Alternatives for Logistics Companies- Pipeline CRM

 

Our first Salesmate CRM alternative is Pipeline CRM. As one of the best CRM for logistics companies, Pipeline CRM offers a winning combination of simplicity, robust features, and affordable pricing—perfect for streamlining your logistics operations.

 

Pipeline CRM recognizes the challenges logistics companies face, particularly the burden of repetitive tasks. Creating recurring orders, sending invoices, and tracking links can eat into valuable time that could be spent building client relationships and driving sales.

 

Pipeline’s transportation and logistics CRM tackles this head-on with its smart sales automation features. You can automate repetitive tasks like setting up retainers and recurring deals, allowing a new deal to automatically pop into the pipeline upon the closure of a recurring one. Pipeline CRM can also offer “next step” suggestions based on deal updates, keeping your sales team focused and efficient.

 

Additionally, the rich customization options let you tailor Pipeline CRM to your specific needs. From customizing deal stage names to personalizing your dashboard with relevant data fields, you can create a CRM experience that perfectly reflects your logistics workflow. 

 

All of these features will help your sales team close more deals faster and with greater results. Take GlobalTranz, for instance. This transportation and logistics company increased its agent partnership by 63% after adopting Pipeline CRM! Read their story here.

 

A Pipeline CRM logics business customer success story

 

Pros

  • Advanced email marketing solutions with built-in drip email campaigns and AI email assistance.
  • Sales automation to set specific tasks and sales actions on auto-pilot.
  • Multiple pipeline management.
  • Powerful reporting to predict future deals and see patterns of successful deals.
  • ‘Morning coffee report’ for a daily email overview of sales statuses.
  • Vast integration with popular apps, including Gravity Forms, RingCentral, Asana, and ZoomInfo.

 

Cons

 

  • Works best for small to medium-sized logistics businesses.

 

Pricing

 

Pipeline CRM offers three pricing options and a 14-day free trial. The prices below are for annual billing.

 

  • Start: $25 per user per month – for 1 sales pipeline and 250 active deals per account.
  • Develop: $33 per user per month – for 2 sales pipelines and 2500 active deals per account.
  • Grow: $49 per user per month – for 5 sales pipelines and unlimited active deals per account.

 

Check out the Pipeline CRM pricing page to find the feature details of each plan.

 

2. Keap CRM

 

Salesmate CRM Alternatives for Logistics Companies- Keap CRM

 

Keap CRM is another CRM alternative for Salesmate. It focuses on small logistics companies growing their businesses through traditional CRM functions and other sales-related solutions. This includes lead capturing through landing pages, lead nurturing with text, and built-in invoice management and email marketing solutions.

 

That said, these rich capabilities often make the system less intuitive for some users. This review, for instance, mentions the unresponsive interfaces they kept experiencing and the lack of customer support to fix the issues.

 

“Glitches, painfully slow access, data not saving, searches not giving accurate results, mobile app issues, voicemail issues, texting problems, support taking forever to resolve problems, if they even address them at all!”

 

Pros

 

  • Lead capturing through forms and landing pages.
  • Email and text message marketing options.
  • Native billing software for invoicing and payment processing.

 

Cons

 

  • Prices are relatively higher than similar transportation and logistics CRMs.
  • Text marketing is an add-on feature (extra costs).
  • Customer support quality can be improved.
  • Repeated issues with email deliverability.

 

Pricing

 

Keap offers three pricing plans. The prices are for an annual subscription.

 

  • Pro: $249 per month – for 2 users and 1500 contacts.
  • Max: $329 per month – for 3 users and 2500 contacts.
  • Ultimate: $499 per month – for 3 users and 2500 contacts.

 

3. Salesforce

 

Salesmate CRM Alternatives for Logistics Companies- Salesforce

 

Salesforce offers a unique proposition for logistics companies looking for a Salesmate CRM alternative. While it still provides CRM functionality, it also offers special solutions for shippers and consignees. For instance, you can recruit shippers, identify upsell and cross-sell opportunities, and offer transparency throughout the shipment lifecycle by giving them access to quotes, pricing, fulfillment, and shipment tracking.

 

These unique features may benefit large-scale transportation and logistics companies but are likely an overkill for small to medium-sized businesses. Additionally, setting the system up can be daunting, and extensive customization options can become a double-edged sword, leading to a complex system that is too difficult to navigate.

 

This review directly addresses this issue:


“I have used Salesforce for 5 months, and during that period, what I felt is Salesforce needs numerous windows for a short workflow! […] They should make it simple and sorted for users to understand and use it on a daily basis.”

 

Pros

 

  • A 360 degree into sales pipelines.
  • Centralized database for customer and shipment information (cargo status, vehicle details, payments, offers, and estimations).
  • Seamless communication between teams with Salesforce’s ‘Chatter’ tool.
  • Smart lead timing tracker, as well as order and delivery schedule management. 

 

Cons

 

  • The system often glitches, blocking users from being productive.
  • A steep learning curve in navigating and mastering the CRM.
  • Pricing is not transparent and can come with costly add-ons.
  • Complex integration with other platforms.

 

Pricing

 

Salesforce offers several modules at different prices. The following is for the Sales Cloud solution, billed annually.

 

  • Starter Suite: $25 per user per month – basic CRM solutions.
  • Professional: $80 per user per month – essential sales CRM solutions.
  • Enterprise: $165 per user per month – intermediate sales CRM solutions.
  • Unlimited: $25 per user per month – advanced sales CRM solutions.
  • Einstein 1 Sales: $25 per user per month – AI-backed sales CRM solutions.

 

4. Close CRM

 

Salesmate CRM Alternatives for Logistics Companies- Close CRM

 

Although Close CRM doesn’t market itself as a transport and logistics CRM, it’s a CRM worth mentioning as a good contender for Salesmate CRM alternatives.

 

Like traditional CRMs, Close CRM focuses on three sales areas: communication, automation, and reporting. With Close, you can stay connected with leads through seamless email and calendar synchronization, easily assign tasks between your sales team, and gain actionable insights into sales performance and bottom-line metrics.

 

That said, the automation seems limited in handling outreach email campaigns and less on sales actions. A review from G2 explains the situation in more detail: 

 

“Yes, you can automate lots of things using Zapier, which seems to be their recommended way. While Zapier works well, it’s not the most cost-effective option. Close is on the higher end of the CRM price spectrum, so I’d expect to see more built-in automation than just the Workflows, which are primarily for outreach drip campaigns.”

 

Pros

 

  • Create multiple sales pipelines.
  • Engage prospects with emails, calls, and SMS.
  • Automatic call transcription.
  • Leaderboards feature to track sales reps’ skills.
  • Contact filtering for customized data view and segmentation.

 

Cons

 

  • More expensive than similar CRM solutions.
  • Some users reported email deliverability issues.
  • Lack of advanced marketing features.
  • Customer support response time can be improved.

 

Pricing

 

Close CRM offers three paid plans with a 14-day free trial offer. The prices are based on annual billing.

 

  • Startup: $49 per user per month.
  • Professional: $99 per user per month.
  • Enterprise: $139 per user per month.

 

5. ClickUp

 

Salesmate CRM Alternatives for Logistics Companies- ClickUp

 

ClickUp might not be your conventional CRM software, but for logistics companies seeking to streamline operations beyond just sales, it offers a compelling CRM alternative to Salesmate. 

 

ClickUp’s strength lies in its robust project and team management features. It lets you organize projects, tasks, communication, and even document sharing. This centralization can significantly improve efficiency and transparency compared to juggling separate tools.

 

That said, a dedicated transportation and logistics CRM offers more comprehensive sales pipeline management and contact nurturing features. So, if your primary goal is streamlining deal-closing processes, a logistics CRM specializing in those areas might be a better fit.

 

Pros

 

  • Advanced project management to easily assign tasks, set deadlines, and track progress.
  • Features like comments and mentions fostering transparent team communication.
  • Customizable views to show the most important data.

 

Cons

 

  • Lack of dedicated CRM features, such as contact management, deal tracking, and sales forecasting.
  • Requires extensive configuration to support CRM use cases.

 

Pricing

 

ClickUp offers free and three paid plans. Prices are for monthly fees.

 

  • Free: forever free – best for personal use.
  • Unlimited: $7 – best for small teams.
  • Business: $12 – best for mid-sized teams.
  • Enterprise: custom pricing – best for large teams.

 

Comparison of Salesmate CRM Alternatives for Logistics Companies

 

Comparison of Salesmate CRM Alternatives for Logistics Companies

 

Our verdict: Pipeline CRM is the best CRM alternative to Salesmate. Compared to other logistics CRMs, Pipeline offers advanced solutions that help you automate your sales process while also allowing you to tailor the CRM software to match your logistics company’s needs. 

 

Furthermore, through the many integration options available, Pipeline CRM can match other CRMs’ key features. For instance, with QuickBooks integration, you can two-way sync your accounting and CRM data in real time. You can also choose a dialer integration, such as RingCentral and CallRail, to streamline your lead nurturing efforts. And the best thing? Using Pipeline CRM only costs you $25 per month!

 

Learn more about how Pipeline CRM and QuickBooks CRM integration work, as well as the benefits of using Pipeline’s dialer integration CRM.

 

What’s The Best Alternative to Salesmate CRM? Pipeline CRM

 

If you’re shopping for the best alternative to Salesmate CRM, Pipeline CRM should be your first choice. Our simple and fully customizable logistics CRM is easy to implement and it’s cost-effective. It has every logistics CRM feature you need to close more deals and grow your business.

 

Try Pipeline CRM for free today, and see the impact on your business! 

 

FAQs on Pipeline CRM—The Best Salesmate Alternative

 

1. What’s the Best CRM for Logistics Companies?

 

Thanks to its simple but powerful features and rich customization options, Pipeline CRM is one of the best CRMs for logistics companies. Here are some of the key features of Pipeline’s logistics CRM:

 

  • Custom deal stages tailored to the unique needs of logistics companies
  • Advanced automation in creating repeat orders, gathering shipping information, collecting payment details, and more
  • Track, record, and notify bid progress in real-time
  • Accurate sales forecasting and sales performance report
  • Vast integration options with Google apps, QuickBooks, Zapier, Mailchimp, Asana, and more

 

2. What Are Some CRM Alternatives to Salesmate CRM?

 

Pipeline CRM is a great alternative to Salesmate CRM. This is because Pipeline CRM offers:

 

  • Streamlined sales process: a simple sales pipeline management for maximum efficiency
  • Enhanced usability: a user-friendly interface and an easy-to-setup platform to guarantee short onboarding time
  • Smart automation: sleek sales automation features (e.g., for sending follow-ups, creating sales tasks, and generating recurring deals) to streamline workflows
  • Robust communication: advanced email and call functionalities within the platform
  • Cost-effective solution: affordable subscription price at just $49 per user per month vs. Salesmate CRM’s $63 per user per month (both for the highest-tier plan)

 

3. How Much Does Pipeline CRM Cost?

 

Pipeline CRM’s pricing is as follows: $25 for the Start plan, $33 for the Develop plan, and $49 for the Grow plan. We also offer a 14-day free trial to test our CRM software before committing. There are no hidden costs or surprise add-on fees. See Pipeline CRM pricing details here.

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