Powering 4,000+Â sales teams across 70 countries
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.
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.
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.
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.
Track all your sales activities
Keep an eye on all your sales activities and automate the processes to be more productive.
Or simply want to see if Salesmate will fit your needs? Book a Demo
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.
Create
recurring activities
Need to setup a quarterly planning meeting with your customer? Or need a reminder to file your expenses every month? Create recurring activities in Salesmate so you never miss these repeating events.
Two-way sync
with Google calendar
Be in full control of your calendar and hence your time. Whether you create activities from Salesmate or from your calendar application, Salesmate automatically syncs your activities with your mobile, web, and desktop calendars.
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.
Top rated across all platforms
Customers have rated us the best compared to any other software across review platforms like G2, Gartner, TrustRadius.
4.6
4.7
9.8
Fully customizable to fit your sales process
Activities are fully customizable to meet your planning and management style.
Custom activity types
Use the default activity types or create unlimited activity types of your own.
Custom filters
Create and share the activities lists and views using custom filters.
Tag everything
Tag activities to create the context and clarity you need.
What they says
Happy & Growing Customers
I have tried many CRM for my real estate business, and found none like Salesmate. Really impressed with its excellent features like email tracking, email scheduling, and workflow automation.
After trying over 30 different CRM software, I found everything I need in Salesmate without paying over the odds. It gives flexibility to customize. Besides, they have outstanding customer support too.
Great CRM with more features than other CRMs that's triple the cost. Very user friendly interface, very friendly and responsive support
An absolutely outstanding CRM with built-in email and text scheduling / templates, extensive organization & customization capabilities, and robust workflow automation. And all at a great price! Very highly recommended!
The chrome plugin (Gmail CRM) of Salesmate has been a huge help. It's incredibly simple to use and super intuitive. The support is quick and precise. Would definitely recommend.
Keep an eagle eye on A to Z of your sales
Organize, assign, and track sales activities with Salesmate.
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- Cancel anytime.