Salesmate is a modern, AI-powered CRM designed to help growing businesses and sales teams close deals faster and build lasting customer relationships. With its intuitive interface and automation-first approach, Salesmate streamlines the entire sales process—from capturing leads to nurturing them and turning them into loyal customers.
Built with flexibility in mind, Salesmate adapts to various business workflows and empowers teams to work smarter, not harder. From email tracking to sales sequences and actionable insights, it offers a robust toolkit that boosts productivity and accelerates growth.
Key Features & Specifications
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Smart Sales Pipeline Management – Visually track, manage, and move deals through stages with a customizable drag-and-drop pipeline.
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AI-powered Automation & Sequences – Automate follow-ups, lead nurturing, and repetitive tasks using smart workflows and sales sequences.
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Built-in Calling & Text Messaging – Engage with prospects using in-app calling, SMS, voicemail drops, and call logging for seamless communication.
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Email Tracking & Templates – Get real-time email engagement insights, use proven templates, and automate outreach at scale.
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Team Inbox & Collaboration – Centralize customer conversations and collaborate with your team using shared inboxes and mentions.
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Reports & Performance Dashboards – Access actionable analytics with customizable dashboards to track sales performance and forecast growth.
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Third-party Integrations – Connect with 700+ tools like Slack, Zoom, Mailchimp, Google Workspace, and Zapier for a unified workflow.
- ✓ List Management
- ✓ Customer Support
- ✓ Marketing Automation
- ✓ Project Management
- ✓ Lead Scoring
- ✓ Call Logging
- ✓ Contact Management
- ✓ Quotes (Proposals)
- ✓ Referral Tracking
- ✓ Product Catalog
- Contact
- Company management
- Activity management and Calendar sync
- Deal Pipeline management
- Full email sync with Templates and Tracking
- Meeting Scheduler
- Standard Dashboard and Reports
- Web forms
- Custom fields
- Everything in Basic
- plus…
- Sequences
- Quotes management
- Product management
- Ticket management
- Team Inbox
- Team management
- Custom Dashboard and Reports with Goals
- Field-based permissions
- Formula fields
- Sandy AI
- Everything in Pro
- plus…
- Deal credit split
- Custom Duplicate management rules
- Service Level Agreements
- Advanced Goal management
- Calculated Fields
- Power Dialer
- Voicemail Drop
- SSO
- Everything in Business
- plus…
- Audit logs
- Custom validation rules
- IP restriction
- Dedicated IP (1 dedicated IP included in the plan)
I cannot recommend this product after 1 year. I found recently they've been over charging me for text messages and calls for literally the enture duration. Charging me 3x the price for texts - because I had an apostrophe in the word "I'm"......... this is w...
pain the ass I've had so many issues. I hadn't used the account in a couple months they charged me and I contacted them instantly to ask for a refund they refused ... although they had just charged me moments earlier like minutes.. then proceeded to continu...
If you miss a single payment, they immediately delete all your leads. They don't just freeze it, they actually delete it and have no way or restoring it. It takes effort and time to build quality leads and yet prefer to blackmail you to continue paying or t...
What do you like best? The overall design and the full set of features are good. It is easy to use and understand. What do you dislike? Somehow, this is performing quite slowly on both my laptop and my phone. I also received multiple no...
PROS & CONS What are the best aspects of this product? Bulk emailing is amazing with tagging which is what I use it for the most. Also, the ability to see the emails trail in each contact is great. Their customer service is amazing and they ar...
Salesmate offers 4 pricing plan(s):
- Basic — USD23.00 Per User/Month
- Pro — USD39.00 Per User/Month
- Business — USD63.00 Per User/Month
- Enterprise — USD0.00 Custom
Salesmate is a CRM Software solution. Top features include:
- List Management
- Customer Support
- Marketing Automation
- Project Management
- Lead Scoring
Yes, Salesmate offers a 15-day free trial.
Salesmate provides Phone,Email,Live Chat,Online (Ticket),Business Hours support.
Salesmate is Cloud Hosted software.
Salesmate provides Help Guides,Video Guides,Blogs,Webinars,Case Studies for training.