Salesmate Webinar: Summer Release - Unveiling exciting updates & features on 18th Jul 2024, Thursday at 1:00 PM EST. Reserve your spot.

Opening new doors for Salesmate users: Updates & new features revelation

As a part of Salesmate June Updates, we have made several developments in our existing features purely based on the feedback received from you.

Also, there are some exciting new features we are launching today. 

But first, let’s check out the updates we have made in the current features.

1. Filters in Team Inbox

Filter in team inbox

Now Salesmate users will be able to create and save filtered views to declutter conversations in Team Inbox. You can select one or more fields and save views based on your requirements.

Filters in Team Inbox will solve the struggle of searching specific conversations and separate them in a new View. It’s like creating a Team inbox inside a Team Inbox. Quite an inception!

This update is also available in Salesmate mobile apps. 

Check out our support document to know more about Filters in Team Inbox.

2. Enroll deals into Sequences

Enroll deals into sequences

Now, customers can directly enroll a deal in a Sequence. 

That means every contact associated with a particular deal will be enrolled in the sequence with a few clicks. And users can bulk enroll deals into a sequence as well!

To know more about the use cases, please check out our in-depth document.

This update is also available in Salesmate mobile apps.

3. Bulk activity creation

Bulk activity creation

Activities are one of the most essential parts of Salesmate CRM. Creating activities like Call, Meeting, Demo is an everyday job. We understand this process should be as fast as possible.

Now users can create bulk activities for Contacts, Companies, and Deal modules. We believe, this update will help you save a lot of manual work, so you can invest more time in selling!

Understand Bulk Activity Creation in-depth from our support article.

Apart from these, there are two other minor yet important improvements in Salesmate. Now you can check read/unread Texts and Emails using filters. You can also identify open/closed conversations in Team Inbox.

New additions to Salesmate CRM

It’s time for the main course now!

We are proud to announce our all-new plan called “Boost” with a lot of valuable features. The Boost plan is designed to serve rapidly growing sales teams.

What’s new in the Boost Plan?

  1. Power Dialer/Smart Queues (Upcoming)
  2. Teams (Basic functionality, more to come in upcoming days)
  3. Increased limits of no. of sequences and no. of emails/user/day
  4. 50 workflows (2X Growth Plan)
  5. 1000 emails/user/day in workflows
  6. 5 Team Inboxes 
  7. Voicemail Drop 
  8. Google Data Studio Integration (Upcoming)
  9. Increased file storage capacity

Check out the detailed comparison of Boost plan with Starter & Growth from Salesmate Pricing.

Now, let’s talk about the 2 new features that we have introduced in the Boost plan. These features are in constant development and you will be seeing a lot more improvements in the coming days.

Let’s check them out.

1. Teams


Teams feature lets you choose a specific set of teammates and bind them into a group called “Team”. After creating a Team, you can easily segment your contacts, companies, deals, or activities and take quick actions.

We are introducing the basic version of Teams at the moment, but there’s a lot more to be introduced in the coming days.

Stay with us!

Meanwhile, you can know more about Team from our support article.

2. Voicemail Drop

Voicemail Drop

Voicemail Drop will solve the repetition of dropping a voicemail message for every unpicked call. Now, Salesmate users will be able to record a custom voicemail message and drop whenever the call is not picked up by the customer.

You can create multiple pre-recorded voicemail messages and drop whichever is suitable. This feature will drastically save the calling time of your sales reps and offer more time for selling.

We genuinely wish these features will add a lot of value to your business. Our goal for the coming year is to serve you with more useful functionalities, so there’s no stopping for you!

Sneak Peek

You will witness some compelling design-related changes in Salesmate Web App in a very short time.

We are also coming up with two important new features for our users.

Power Dialer (Essentially calling it Activity Smart Queue) will make the calling process extremely easy for your sales reps. You can choose the numbers in bulk and Salesmate will call them one after another, and leave you with the highest efficiency!

Here’s how Power Dialer would look:

Power Dialer

The second addition to Salesmate is Google Data Studio Integration that will help you drag your Salesmate data into a common ground. Here’s a glimpse of this integration:

Google data studio integration

Stay Tuned & Stay Safe.

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.

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