Task Automation

Free yourself up from doing the busywork of creating and assigning tasks. Use workflow to update records, assign & rotate deals, score leads, notify internal users and send emails automatically.

Tag your high-valued customers; Put your won deals into on-boarding pipeline; Or trigger a notification when records are deleted. You can filter and bulk update deals, contacts, companies any you like. There are infinite possibilities to save your time with smart automation.

Automatic Assignment

Do you have process in place to assign the deals to your team members? How about putting it on autopilot using workflows? Salesmate workflows are very easy to define and gets triggered when deals, activities, contacts or companies are created or updated.

Web Hooks for the World

Need create a customer account in billing system as soon as the deal is won? Or pass the deal information to your support portal? Or just blow a big horn when a deal is won? Using webhooks, your existing apps can be notified anytime an event of interest happens in Salesmate.

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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