salesmate Blog
April 2023 Product Updates - Salesmate

April 2023: 5 Improvements in Contacts, Companies, Salesmate Chat & more 

April was a productive month for us. We took feedback from our customers on items that impact their daily operations and made appropriate changes. 

More information at your fingertips 

Who doesn’t like to see important information on a single screen than jumping between screens?  

With the latest update, you can choose what information you want to see within associated contacts and company widgets. 

So, what are you waiting for? Quickly find the newly available company widget on the contact detail page and hit the customize button to choose the fields you want to see directly on the contact’s page itself. 

Company Widget in Contacts

Similarly, in the company detail view, you can choose up to 10 fields that should appear with each contact within the associated contact widget. 

Contact Widget in Companies

Learn more about it

Duplicate Suggestions for Companies 

Duplicate Company

While you try to create a new company, we will show you a list of matching company names already existing within the system to avoid creating duplicate records and have better control over data sanity. 

Add a quick Note 

Add a Note

Want to log a quick note in a Contact, Company, or Deal record? No need to jump between screens; just hit the “+” button from the top bar and choose the “Add Note” option. 

🤔 Like emojis? 

We have added emojis to our rich text editors. So now you can write notes with some emojis in them. Isn’t that great? 

Improvements to the Salesmate chat 

Auto Chat Rating
  • The Salesmate bot will auto-ask for a chat rating even if a bot started the chat, but eventually, the visitor and user have exchanged a few messages over the thread. 
  • No more notification sounds when you have marked yourself away. 
  • Now, mention counts will decrease asap you read the conversation you were mentioned in. 

That’s all, folks. We will see you soon with new updates.

Kashyap Trivedi

Kashyap Trivedi is working with an awesome marketing team at Salesmate CRM. He is deeply interested in learning digital marketing trends and try them out! When he’s not working, you’ll find him reading a good book or meditating.

You may also enjoy these

Product Updates
🚀 Salesmate Experience Updates: 11 exciting things happened this March

A couple of important additions and improvements this month.   There’s no specific theme to this...

6 Min read
Product Updates
🚀 Salesmate Experience Updates: Changes in Automation Journeys & Reporting Widgets

Automation Journeys and Reports are among the essential features for our customers.  So, February is about...

4 Min read
Product Updates
🚀 Salesmate Experience Updates: Improving Sequences & Introducing Brand Book in January 2023  

2022 was a massive year for us in terms of taking customer experiences to the next level. We achieved amazing...

2 Min read
Product Updates
Year in Review 2022: Leveling up UX & productivity, one update at a time! 

It’s 2023, and Salesmate team is so excited!  But before that, we should pause, look back, and evaluate...

6 Min read
Product Updates
🚀 Salesmate Experience Updates: 3 UI changes you’ll love!

Customize Web Forms to match your branding guidelines  Salesmate Web Forms can be embedded into your website...

1  Min read
Text COPIED

Start winning deals and life-long customers star

  • A single platform for marketing A single platform for marketing, sales, and customer success
  • Save at least 40% money Save more than 40% money on multiple subscriptions & integrations
  • Save at least X% money A single source of data for your entire business
  • Save at least X% money Industry-best automation to save you hours everyday!
  • Save at least X% money Start with a risk-free 15 days trial, and pick from pricing plans starting at just $12/user/month.
Start winning deals and life-long customers
Scroll to Top