Sales activity tracker

Does your rep know what they should do when a new deal is created? Do you know what your entire team is spending their time on? Is your team taking right actions and planning ahead to close deals faster? Use sales activity tracker to plan ahead, track your team’s activities, and automate your sales process steps.

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track your sales activities

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. Our sales activity tracker keeps you informed about past and future actions for each deal and contact using the built-in sales management tools.

organize sales activities

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.

Automate your sales activities

Sales timeline for easy tracking

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 CRM for small business will help you make sure that your team does not let a perfectly good deal die due to inaction.

sales timeline

Smart Calendar view

Need to how many appointments are scheduled for the coming week or where do you have a free space to meet a potential prospect? Through a clear Calendar view, find all your to-dos and pending activities on a single screen. Effortlessly reschedule your activities as per your work priorities. Stay organized with a calendar view of all your activities and use your time efficiently.

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.

sales activity tracking

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.

sales follow ups

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.

sales reporting

Fully customizable to fit your sales process

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

Happy & Growing Customers

I’ve been using this platform for over a month now and have seen my productivity double!

Brittany Canaski

Director of Partnerships

Improved sales effectiveness. It’s got everything we need, works efficiently and it is affordable. The team picked this over all of the others and they’re using it. Great sales app.

Robert Allen

Principal - RKA Ventures, LLC

Ian Ray

Fantastic value for a CRM platform with easy staff onboarding and great back-end webhook integration support.

Ian Ray

CTO – Airshark

Alan Peterson

It integrates very well with GMail and Chrome – It’s extremely easy to set up and truthfully Salesmate has THE best customer service team bar none. That is truly the benefit. Oh- I almost forgot, it’s insanely cheap.

Alan Peterson

President - Skytop Business Loans LLC

Johnny F. Beig

It’s very user-friendly, easy to navigate, and simple to use. Not much training is involved for the new staff to get them off the ground. I like how stages are set and we can move the deals accordingly!

Johnny Beig

CEO - Alanic International

Keep an eagle eye on A to Z of your sales

Organize, assign, and track sales activities with Salesmate.

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