Plan, Track and Organize Your Sales Activities

Plan and track your meetings, calls, demos, lunches and emails for every deal, contact, and company. Get a personalized sales to-do list that conveniently syncs with your calendar and mobile devices. Delegate work to team members by easily assigning activities. Stay informed about past and future actions for each deal and contact using the built-in sales management tools.

Automate Your Sales Activities & Playbook

Need to assign sales rep to call new leads coming from the website? Need to ask accounting to create an invoice as soon as the deal is won? Salesmate has that covered. Automatically create sales activities and assign them to your team members as deals, contacts, and companies are created and updated.

Salesmate’s sales management tools automate your sales process steps and handle delegation while you focus on closing big deals.

Do Not Let Deals Fall through The Cracks Due to Inaction

All that matters is you take the right action at the right time to push the deal forward. The pipeline board reveals the deals that have activities overdue or have no activities scheduled at all. Salesmate will help you make sure that your team does not let a perfectly good deal die due to inaction.

Start Your Day with a Plan & Motivation

When you start everyday with a plan and positive mindset, nothing will keep you from winning. With Salesmate, every morning will start with a beautiful plan and a daily motivation personalized for you. Prepare your team for a productive day and winning more deals.

Never Miss a Follow Up with Personalized Notifications & Reminders

Get instant notifications as new sales activities are assigned to you. Delegate activities to your team and get notified as they take action.

If you are a mobile app person, Salesmate will send you push notifications on your iOS or Android device.

Would you like Salesmate to remind you for your meetings to get some prep time before the important deal closing meeting? You got it. Just tell Salesmate your preference and it will remind you to get ready for the action.

Know Where Your Team is Investing Their Time

The more actions you take the better your chances are for success. Do you know how many calls, emails and meetings your sales team is making everyday? What is your top sales rep doing differently? Who is the hardest working sales rep on the team? Salesmate’s activity insights helps you understand the efforts your team is making and how those efforts are impacting your revenue goals. Encourage accountability in your team by understanding your team’s behavior so you can help everyone to take the actions that matter.

Fully Customizable to Fit Your Sales Process

Activities are fully customizable to meet your planning and management style.

Customers Stories

  • This tool is great. It keeps all communication all in one place which helped me stay organized with all day-to-day operations. The support I received was amazing and I would highly recommend using this tool.

    Staci Fasano, Product Sales Specialist - Ecomdash
  • Salesmate has scaled alongside our team and our process, constantly supporting what we’re trying to accomplish as a fast-growing business.

    Alberto Sardiha, Sales Manager - Retire Places
  • Simple and easy for our sales team to use. Enough said!

    Pritesh Gajjar, Business Development - PSDCenter

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