Customizable Sales Pipeline

Salesmate’s sales pipelines are highly customizable to fit your sales process stages. You can create as many stages and pipelines as you like. With the win probabilities, you can build your automatic sales forecasting model in seconds.

Create Custom Layouts

Everyone needs more than just basic information about their contacts and deals to guide the sales process. For example, the LinkedIn profile of the prospect, company website, size of the company, etc. With Salesmate, you can create up to 200 custom fields to capture any information you want. All form layouts are fully customizable, with variety of field types and validations, ensuring data consistency.

Turn Off Features

Do you believe that less is more and prefer the simple sales CRM software? Without the features you don’t care about? Salesmate lets you rename the features or even turn off the features you don’t need. Keep your sales process simple, focused, and more productive by removing distractions out of your way.

Multiple Currencies & Timezones

Do you have sales offices spread across the world in different timezones and that you need to stay in sync with? Salesmate allows each user operate in their time zone and takes full responsibility of keeping your distributed team in sync so you don’t have waste time doing it.

Do you operate in multiple currencies or the local currency of your country? Look no further. Track your sales in one or more currencies, by setting the prefered home currency with Salesmate’s customizable sales CRM. In addition, Salesmate will automatically convert all sales data into your home currency using current foreign exchange rates for accurate sales and revenue reporting.

Install New Apps or Write Your Own

Is your sales process more mature and out-of-box features don’t fit your needs? Salesmate is building an app store just like your iPhone and Android app stores. You can install any of the available apps to add new capabilities to your Salesmate, just like you do on your smart phones. Salesmate is working to build the SDK that will let you write your own apps if you don’t find the one you need in our app store.

Use APIs to Build New Things

Want to connect Salesmate to your favorite apps? Use out-of-box integrations or build your own using Salesmate’s secure API platform. The API platform will open up endless customization and innovation opportunities to build your ideal sales ecosystem.
Get in touch with us and we will help you get started. We can’t wait to see what you build with our APIs.

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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