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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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.

Plan, track and organize your sales activities

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 & playbook
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.

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.

Smart Calendar view

Keep an eye on all your sales activities and automate the processes to be more productive.

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.

Start your day with a plan & motivation
Create recurring activities
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
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.

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.

Know where your team is investing their time
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Fully customizable to fit your sales process

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

Custom activity types
Custom activity types

Use the default activity types or create unlimited activity types of your own.

Custom filters
Custom filters

Create and share the activities lists and views using custom filters.

Tag everything
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.

Andrew James

Andrew James

Chrome User

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.

Brett Thomas

Brett Thomas

Chrome User

Great CRM with more features than other CRMs that's triple the cost. Very user friendly interface, very friendly and responsive support

Alan Quan

Alan Quan

Android

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!

Bruce Driggers

Bruce Driggers

Chrome User

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.

Nate Jones

Nate Jones

Chrome User

Organize, assign, and track sales activities with Salesmate.

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