Key takeaways
- AI became genuinely useful across the product with call summaries, AI Agents, and SKARA helping teams save time, respond faster, and scale conversations without adding headcount.
- Automation matured into a reliable system as Smart Flows evolved with templates, OpenAI actions, and health monitoring, making workflows easier to build, manage, and trust.
- Conversations came together in one place with the Unified Conversation Inbox bringing chat, voice, social, and SMS into a single context-rich view.
- Teams gained more control and confidence through granular permissions, cleaner data validation, better mobile experiences, and thoughtful usability improvements across the platform.
As we wrap up 2025, we’re looking back at improvements and innovations from the past year that were equal parts innovation, polish, and “wait, Salesmate can do THAT now?”
Throughout the year, we listened closely to constructive feedback from users, managers, team members, and peers.
From direct reports and peer reviews to customer conversations and community input, every improvement was grounded in how teams actually work day to day.
This year-end review highlights how Salesmate evolved to help organizations track performance, nurture relationships, manage leads, and improve outcomes across sales, marketing, and customer conversations.
This year-end review is all about making Salesmate smarter, faster, and easier for teams who live in calls, pipelines, inboxes, and follow-ups. So let's begin!
The 2025 highlight reel
2025 year-end reviews highlights include:
- AI everywhere (but useful AI): From call summaries to AI Agents (Autopilot + Copilot).
- Automation got a glow-up: Smart Flows became the main character.
- One inbox to rule them all: The Unified Conversation Inbox (UCI) began consolidating channels.
- More control for admins: Permissions went granular (and honestly, kind of beautiful).
- SKARA arrived: AI Agents that plug into your website to automate conversations across channels – without adding headcount.
Now the full story.
Salesmate Wrapped 2025 is our year-end review, offering a clear, visual look at individual and team performance from the past year.
Salesmate CRM is built for growth-focused teams that want more than just a unified contact management system.
Salesmate CRM is an AI-powered revenue operating system that unifies sales, marketing, and customer support in one platform.
Salesmate is trusted by more than 8,500 businesses worldwide, helping teams close deals faster and eliminate repetitive tasks.
January: Starting strong
January’s theme: fewer tabs, fewer notes, fewer “where did I put that?” moments.
Salesmate CRM is best for small to mid-sized sales teams, agencies, SaaS companies, and remote teams that want automation without enterprise-level complexity.
It is especially suitable for small teams looking to streamline their jobs, manage evolving day-to-day responsibilities, and improve performance.
It is also suitable for any company or organization, regardless of structure, looking for a CRM that balances simplicity and power.
Salesmate helps manage and nurture every lead efficiently throughout the sales process.
Salesmate CRM is a reliable, sales-focused CRM built for teams that want automation and multichannel communication without paying enterprise prices.
a. Call transcriptions + AI summaries
We made calls easier to run and easier to follow up.
The point of Salesmate's call transcriptions and summaries is to capture what matters: key points, next steps, and important details, so reps can stay present in the conversation instead of multitasking as a full-time meeting note-taker.
Salesmate leverages sentiment analysis to evaluate call transcriptions and assess interaction quality.
b. Enterprise account impersonation
Admins, managers, and support teams got a major power-up.
With safe, controlled impersonation, troubleshooting and onboarding became dramatically faster, because helping someone shouldn’t require 17 screenshots and a prayer.
This feature supports the responsibilities of admins and managers in efficiently resolving issues and guiding new users.
c. Custom duplicate rules on mobile
Clean data is a lifestyle, and now it’s mobile-friendly. Duplicate management became fully usable on the go, so your CRM doesn’t turn into a “maybe this is the same person?” guessing game.
d. Chat availability status (24x7 shifts)
No more “is anyone online?” confusion. Availability statuses and shift support made teamwork smoother, especially for global teams or support squads running around the clock.
e. New excel export format for scheduled email reports
We improved exports so your direct reports are easier to work with outside Salesmate CRM. If your workflow involves Excel, this was a “thank you, finally” kind of update.
February: Intelligence meets automation
February’s theme: automation that’s more powerful, more flexible, and way more future-proof, driving continuous improvement for your business processes.
Salesmate CRM continues to evolve with steady updates to its workflow automation, reporting, and communication features.
a. Smart flows upgrade (+ Automation journeys deprecation)
We added a ton of capability into Smart Flows and announced the deprecation of Automation Journeys.
Why?
Because customers review wanted a more powerful way to run playbooks, Smart Flows became the tool built for where your automation needs are going, not where they used to be.
Don't miss: Customer journey mapping: A guide for smarter engagement.
b. Smart flows + OpenAI actions
This was one of the year’s biggest “level-ups.”
By integrating OpenAI actions into Smart Flows, the ability of automations was significantly enhanced, allowing them to become more adaptive, moving beyond basic rule chains into workflows that can generate, summarize, interpret, and respond more intelligently.
Salesmate offers workflow automation, email sequences, and follow-up reminders without requiring coding skills.
c. Custom validation rules
Data quality got a real seat at the table.
With custom validation rules, you can now determine how data should be entered, enforcing standards that keep your CRM consistent and reliable, because broken data breaks reporting, routing, and trust.
d. Data operations
We added cleanup superpowers: convert text, strip HTML tags, remove special characters, and tidy up fields quickly. It’s like giving your CRM a “deep clean” button, less manual fixing, and more usable data.
e. Smart flow templates
Automation shouldn’t require starting from scratch every time. Templates made it easy to launch common workflows quickly, so more teams could get value from automation without needing an automation expert on staff.
f. Smart flow editing enhancements
We made building and maintaining flows less painful. Editing, reorganizing, and fixing errors became easier, so your automation stays clean, readable, and scalable as your processes evolve.
April: Control and customization
April’s theme: more control, more precision, fewer permission headaches.
a. Profile-level permissions
We introduced deeper control over who can access, edit, or delete records. This brought stronger security and more confidence, especially for teams where “everyone can edit everything” is not a vibe.
b. Pipeline permissions
Permissions didn’t stop at the module level anymore. Now you can control access at the pipeline level, which is a huge win for teams running multiple sales motions or managing different business lines.
c. Custom mobile layouts
Mobile became more than “the desktop version, but smaller.” With custom mobile layouts, teams can tailor what they see and how they work on the go, so the app matches the real workflow, not the generic one.
d. Enhanced mobile navigation
We simplified and reimagined mobile navigation to reduce clicks and speed up daily actions. Less tapping, less hunting, more “get in, update, move on.”
e. Custom text widget
We added a simple but powerful tool: human-readable notes that can be record-specific and visibility-controlled.
It’s great for teams that want context on records without turning everything into fields and formulas.
June: The AI revolution
June’s theme: AI that actually helps, not AI that just sounds fancy. With the rapid evolution of AI in CRM platforms, the focus is on practical improvements that ultimately drive real business outcomes, not just buzzwords.
However, Salesmate CRM is not an all-in-one platform as it has limited features for company's marketing and customer service.
a. AI Agents: Autopilot + Copilot
We introduced AI Agents built for real customers and sales workflows, enabling you to manage conversations across channels from a single platform.
Autopilot can handle routine conversations, qualify leads, and help book meetings, so your team isn’t stuck answering the same questions all day.
Copilot supports reps in real-time with fast, on-brand responses, helping teams reply more quickly and stay consistent.
Salesmate features a built-in AI agent named Skara that automates routine work and engages customers across every channel.
Also read: What Is SKARA? Salesmate’s AI Agent for Sales & Support.
b. Knowledge base
To make AI answers accurate (and safe), we launched a multilingual Knowledge Base that can be updated quickly.
The Knowledge Base helps describe your business needs for AI, enabling the platform to generate tailored workflows, pipelines, and automation processes.
It becomes the source of truth powering better responses, so agents don’t guess, and teams stay aligned.
Salesmate also offers deep insights into sales performance through customizable dashboards and real-time KPIs such as revenue and conversion rates.
c. Stage duration analysis
Pipeline problems are often hidden in plain sight. Stage Duration Analysis helps teams see exactly where deals stall, so coaching and process improvements are based on evidence, not assumptions.
d. Smart flows health dashboard
Automation is amazing, until it silently breaks.
The health dashboard brings visibility into workflow review performance, queues, and errors, so teams can trust their automation and spot issues before they snowball.
Salesmate identifies strengths and weaknesses by pinpointing top performers and areas needing improvement.
August: Listen, integrate, design
August’s theme: better feedback loops, better-connected tools, better-looking communication.
a. Surveys
We made it easier to collect feedback and turn it into action. Whether it’s NPS, post-interaction checks, or customer insights, surveys help you listen at scale without duct-taping external tools together.
b. Shopify integration
E-commerce teams got a major connection: Shopify data in Salesmate CRM.
That means a more complete view of customers, from first visit to purchases, so teams can sell, support, and follow up with better context.
Salesmate helps you connect with essential tools to create a unified sales ecosystem.
c. Universal layouts and blocks
We made it easier to build emails that look polished and stay consistent. Create blocks once, reuse them everywhere, and keep branding tight without rebuilding templates every single time.
While Salesmate's integration ecosystem is somewhat limited compared to larger CRMs, it covers most essential tools modern teams rely on.
September: SKARA + Conversations that scale
September’s theme: turning conversations into a system, not a scramble.
With Salesmate, you can streamline your company's sales process, automate follow-ups, and ensure no opportunity slips through the cracks.
Salesmate's mobile app allows reps to email, call, and text prospects, collaborate with teammates, track progress, and nurture relationships on the go.
a. SKARA (Smart Knowledge Assisted Response Agent)
This year, we introduced SKARA as a major step forward in AI-driven conversations.
It plugs into your website and eCommerce experience to automate customer conversations, capture leads, guide buyers, and deliver consistent responses, without adding headcount.
b. Unified conversation inbox (UCI)
We also pushed hard toward a world where small teams don’t juggle channels in separate tabs.
UCI brings conversations together: web chat, social channels, messaging, voice, and makes it easier for each team member to respond quickly with context, including the ability to comment directly on social media posts to engage leads and build relationships.
When leads are collected from a conference, Salesmate enables company to drop them directly into automated follow-up sequences, streamlining post-event engagement and nurturing prospects efficiently.
The Unified Conversation Inbox also helps team members create, collaborate and communicate more effectively, ensuring feedback or concerns are handled professionally and confidentially.
Constructive communication with peers is encouraged, focusing on evidence-based feedback and maintaining a respectful team environment.
Salesmate also delivers essential reporting with a visual, easy-to-digest business dashboard that can be customized to track performance and activity.
Ready to work smarter in 2026?
In 2026, we’re doubling down on what matters most: AI that works in the background, automation you can trust, and experiences that feel effortless for sales, marketing, and support teams.
Salesmate calculates and summarizes deal conversion rates, highlights the cumulative value of total deals won, and visualizes the entire sales cycle to identify bottlenecks where leads drop off.
Salesmate measures the average time it takes for a deal to move from initial contact to closure.
It pinpoints top performers and areas needing improvement, measures the average time for deals to move from initial contact to closure, and provides rich automation insights to reveal how automated sequences and campaigns performed over the year.
The platform categorizes your database by relationship type to show network expansion and offers activity leaderboards to track both individual and team performance on key metrics like calls made and deals closed.
c. E-commerce widget style
For online retail company teams, we introduced a widget style tailored to e-commerce business use cases.
It’s built to feel more natural for storefront interactions and improve the chat experience where conversions actually happen.
When data, conversations, and follow-ups are clear, teams spend less time navigating the corporate ladder and more time driving real outcomes.
November: Communication upgrades
November’s theme: more reach, fewer setup steps, and smoother compliance.
a. Texts channel for unified inbox
SMS joined the party as an optional UCI channel. This gave teams another high-response way to reach customers, without switching tools or losing conversation history.
b. Global settings in Salesmate voice & text
We made the configuration cleaner and more scalable. Instead of repeating settings every time you add something new, common settings can be managed centrally: configure once, apply consistently.
Salesmate also supports two-way email sync with all major providers, including seamless integration with Google Workspace, allowing each user to send and receive emails directly from the CRM for a seamless user experience.
Salesmate’s integration capabilities extend to Microsoft 365, enabling users to manage contacts, emails, and calendars within the Microsoft ecosystem.
Salesmate CRM is known for its modern, intuitive interface that is easy to navigate. While Salesmate's workflow automations are powerful, they can be complex and time-intensive to learn.
Nimble is a relationship-focused CRM that integrates with Google Workspace and Microsoft 365 to enrich contact profiles automatically.
Salesmate’s integration ecosystem covers most of the essential tools modern company teams rely on, including Slack, WordPress, and Mailchimp.
c. The “In Between” moments
And beyond the big headlines, the year-end review was packed with smaller improvements: polish, performance, usability tweaks, and quality-of-life updates that make Salesmate feel smoother day after day.
The kind of work that doesn’t always get a parade, but absolutely changes how the product feels.
Salesmate was named a Momentum Leader in G2’s 2025 reports, reflecting strong customer satisfaction and rapid adoption.
We were also featured in GetApp’s 2025 Category Leaders, highlighting our ease of use and value for growing teams.
In addition, Salesmate earned a spot on the Capterra Shortlist 2025, backed by consistently high ratings from verified users, and was recognized as a FrontRunner by Software Advice (2025) for balancing usability with advanced capabilities.
Salesmate was acknowledged as a leader in the SaaS sales software comprehensive study by the American Marketing Association (AMA).
We also make it a priority to acknowledge company's constructive feedback, ensuring that customer voices directly influence our ongoing improvements.
These recognitions reinforce what our customers tell us every day - Salesmate is a platform they trust to run their sales and customer operations with confidence.
Salesmate provides personalized insights into sales activities, pipeline growth, performance, and goal achievement.
Thank you + See you in January
This year’s review progress happened because you kept telling us what you need, what slows you down, and what would make your team faster.
Your feedback keeps our team motivated to deliver even better solutions. And don’t worry, we’re not done.
We’re meeting in January with all-new updates (the next wave is already cooking), and we can’t wait to show you what’s coming next.
Salesmate also quantifies your sales volume and revenue, often broken down by location or industry, so you can make more informed decisions.
Until then! Happy holidays, happy selling, and thank you for being part of the Salesmate journey.
Conclusion
This year-end review 2025 wasn’t about chasing shiny features. It was about building a CRM that delivers real benefit, helping teams work faster, smarter, and more dependably every single day.
Consider this our Salesmate 2025 year-end review; a look at how the platform evolved to support modern sales teams better, every single day.
From practical AI and stronger automation to unified conversations and granular control, Salesmate evolved around how real teams actually work.
The result is a platform that reduces friction, scales conversations, and gives teams confidence in their data, workflows, and customer interactions.
Salesmate CRM offers affordable pricing plans suited for growing and scaling businesses, starting at $29 per user per month.
However, higher-tier plans can add up quickly as your company's team scales. Unlocking more automation and workflow credits also requires moving to higher-tier plans.
Our pricing plans are transparent and scalable, catering to businesses of various sizes.
Everything shipped this year was shaped by customer feedback, real use cases, and a clear focus on usability over complexity. And this is just the foundation.
We’re heading into 2026 with momentum, sharper ideas, and the next wave of updates already in motion. Thanks for building, selling, and growing with us. We’ll see you in January.
Key takeaways
As we wrap up 2025, we’re looking back at improvements and innovations from the past year that were equal parts innovation, polish, and “wait, Salesmate can do THAT now?”
Throughout the year, we listened closely to constructive feedback from users, managers, team members, and peers.
From direct reports and peer reviews to customer conversations and community input, every improvement was grounded in how teams actually work day to day.
This year-end review highlights how Salesmate evolved to help organizations track performance, nurture relationships, manage leads, and improve outcomes across sales, marketing, and customer conversations.
This year-end review is all about making Salesmate smarter, faster, and easier for teams who live in calls, pipelines, inboxes, and follow-ups. So let's begin!
The 2025 highlight reel
2025 year-end reviews highlights include:
Now the full story.
Salesmate Wrapped 2025 is our year-end review, offering a clear, visual look at individual and team performance from the past year.
Salesmate CRM is built for growth-focused teams that want more than just a unified contact management system.
Salesmate CRM is an AI-powered revenue operating system that unifies sales, marketing, and customer support in one platform.
Salesmate is trusted by more than 8,500 businesses worldwide, helping teams close deals faster and eliminate repetitive tasks.
January: Starting strong
January’s theme: fewer tabs, fewer notes, fewer “where did I put that?” moments.
Salesmate CRM is best for small to mid-sized sales teams, agencies, SaaS companies, and remote teams that want automation without enterprise-level complexity.
It is especially suitable for small teams looking to streamline their jobs, manage evolving day-to-day responsibilities, and improve performance.
It is also suitable for any company or organization, regardless of structure, looking for a CRM that balances simplicity and power.
Salesmate helps manage and nurture every lead efficiently throughout the sales process.
Salesmate CRM is a reliable, sales-focused CRM built for teams that want automation and multichannel communication without paying enterprise prices.
a. Call transcriptions + AI summaries
We made calls easier to run and easier to follow up.
The point of Salesmate's call transcriptions and summaries is to capture what matters: key points, next steps, and important details, so reps can stay present in the conversation instead of multitasking as a full-time meeting note-taker.
Salesmate leverages sentiment analysis to evaluate call transcriptions and assess interaction quality.
b. Enterprise account impersonation
Admins, managers, and support teams got a major power-up.
With safe, controlled impersonation, troubleshooting and onboarding became dramatically faster, because helping someone shouldn’t require 17 screenshots and a prayer.
This feature supports the responsibilities of admins and managers in efficiently resolving issues and guiding new users.
c. Custom duplicate rules on mobile
Clean data is a lifestyle, and now it’s mobile-friendly. Duplicate management became fully usable on the go, so your CRM doesn’t turn into a “maybe this is the same person?” guessing game.
d. Chat availability status (24x7 shifts)
No more “is anyone online?” confusion. Availability statuses and shift support made teamwork smoother, especially for global teams or support squads running around the clock.
e. New excel export format for scheduled email reports
We improved exports so your direct reports are easier to work with outside Salesmate CRM. If your workflow involves Excel, this was a “thank you, finally” kind of update.
February: Intelligence meets automation
February’s theme: automation that’s more powerful, more flexible, and way more future-proof, driving continuous improvement for your business processes.
Salesmate CRM continues to evolve with steady updates to its workflow automation, reporting, and communication features.
a. Smart flows upgrade (+ Automation journeys deprecation)
We added a ton of capability into Smart Flows and announced the deprecation of Automation Journeys.
Why?
Because customers review wanted a more powerful way to run playbooks, Smart Flows became the tool built for where your automation needs are going, not where they used to be.
b. Smart flows + OpenAI actions
This was one of the year’s biggest “level-ups.”
By integrating OpenAI actions into Smart Flows, the ability of automations was significantly enhanced, allowing them to become more adaptive, moving beyond basic rule chains into workflows that can generate, summarize, interpret, and respond more intelligently.
Salesmate offers workflow automation, email sequences, and follow-up reminders without requiring coding skills.
c. Custom validation rules
Data quality got a real seat at the table.
With custom validation rules, you can now determine how data should be entered, enforcing standards that keep your CRM consistent and reliable, because broken data breaks reporting, routing, and trust.
d. Data operations
We added cleanup superpowers: convert text, strip HTML tags, remove special characters, and tidy up fields quickly. It’s like giving your CRM a “deep clean” button, less manual fixing, and more usable data.
e. Smart flow templates
Automation shouldn’t require starting from scratch every time. Templates made it easy to launch common workflows quickly, so more teams could get value from automation without needing an automation expert on staff.
f. Smart flow editing enhancements
We made building and maintaining flows less painful. Editing, reorganizing, and fixing errors became easier, so your automation stays clean, readable, and scalable as your processes evolve.
April: Control and customization
April’s theme: more control, more precision, fewer permission headaches.
a. Profile-level permissions
We introduced deeper control over who can access, edit, or delete records. This brought stronger security and more confidence, especially for teams where “everyone can edit everything” is not a vibe.
b. Pipeline permissions
Permissions didn’t stop at the module level anymore. Now you can control access at the pipeline level, which is a huge win for teams running multiple sales motions or managing different business lines.
c. Custom mobile layouts
Mobile became more than “the desktop version, but smaller.” With custom mobile layouts, teams can tailor what they see and how they work on the go, so the app matches the real workflow, not the generic one.
d. Enhanced mobile navigation
We simplified and reimagined mobile navigation to reduce clicks and speed up daily actions. Less tapping, less hunting, more “get in, update, move on.”
e. Custom text widget
We added a simple but powerful tool: human-readable notes that can be record-specific and visibility-controlled.
It’s great for teams that want context on records without turning everything into fields and formulas.
June: The AI revolution
June’s theme: AI that actually helps, not AI that just sounds fancy. With the rapid evolution of AI in CRM platforms, the focus is on practical improvements that ultimately drive real business outcomes, not just buzzwords.
However, Salesmate CRM is not an all-in-one platform as it has limited features for company's marketing and customer service.
a. AI Agents: Autopilot + Copilot
We introduced AI Agents built for real customers and sales workflows, enabling you to manage conversations across channels from a single platform.
Autopilot can handle routine conversations, qualify leads, and help book meetings, so your team isn’t stuck answering the same questions all day.
Copilot supports reps in real-time with fast, on-brand responses, helping teams reply more quickly and stay consistent.
Salesmate features a built-in AI agent named Skara that automates routine work and engages customers across every channel.
b. Knowledge base
To make AI answers accurate (and safe), we launched a multilingual Knowledge Base that can be updated quickly.
The Knowledge Base helps describe your business needs for AI, enabling the platform to generate tailored workflows, pipelines, and automation processes.
It becomes the source of truth powering better responses, so agents don’t guess, and teams stay aligned.
Salesmate also offers deep insights into sales performance through customizable dashboards and real-time KPIs such as revenue and conversion rates.
c. Stage duration analysis
Pipeline problems are often hidden in plain sight. Stage Duration Analysis helps teams see exactly where deals stall, so coaching and process improvements are based on evidence, not assumptions.
d. Smart flows health dashboard
Automation is amazing, until it silently breaks.
The health dashboard brings visibility into workflow review performance, queues, and errors, so teams can trust their automation and spot issues before they snowball.
Salesmate identifies strengths and weaknesses by pinpointing top performers and areas needing improvement.
August: Listen, integrate, design
August’s theme: better feedback loops, better-connected tools, better-looking communication.
a. Surveys
We made it easier to collect feedback and turn it into action. Whether it’s NPS, post-interaction checks, or customer insights, surveys help you listen at scale without duct-taping external tools together.
b. Shopify integration
E-commerce teams got a major connection: Shopify data in Salesmate CRM.
That means a more complete view of customers, from first visit to purchases, so teams can sell, support, and follow up with better context.
Salesmate helps you connect with essential tools to create a unified sales ecosystem.
c. Universal layouts and blocks
We made it easier to build emails that look polished and stay consistent. Create blocks once, reuse them everywhere, and keep branding tight without rebuilding templates every single time.
While Salesmate's integration ecosystem is somewhat limited compared to larger CRMs, it covers most essential tools modern teams rely on.
September: SKARA + Conversations that scale
September’s theme: turning conversations into a system, not a scramble.
With Salesmate, you can streamline your company's sales process, automate follow-ups, and ensure no opportunity slips through the cracks.
Salesmate's mobile app allows reps to email, call, and text prospects, collaborate with teammates, track progress, and nurture relationships on the go.
a. SKARA (Smart Knowledge Assisted Response Agent)
This year, we introduced SKARA as a major step forward in AI-driven conversations.
It plugs into your website and eCommerce experience to automate customer conversations, capture leads, guide buyers, and deliver consistent responses, without adding headcount.
b. Unified conversation inbox (UCI)
We also pushed hard toward a world where small teams don’t juggle channels in separate tabs.
UCI brings conversations together: web chat, social channels, messaging, voice, and makes it easier for each team member to respond quickly with context, including the ability to comment directly on social media posts to engage leads and build relationships.
When leads are collected from a conference, Salesmate enables company to drop them directly into automated follow-up sequences, streamlining post-event engagement and nurturing prospects efficiently.
The Unified Conversation Inbox also helps team members create, collaborate and communicate more effectively, ensuring feedback or concerns are handled professionally and confidentially.
Constructive communication with peers is encouraged, focusing on evidence-based feedback and maintaining a respectful team environment.
Salesmate also delivers essential reporting with a visual, easy-to-digest business dashboard that can be customized to track performance and activity.
Ready to work smarter in 2026?
In 2026, we’re doubling down on what matters most: AI that works in the background, automation you can trust, and experiences that feel effortless for sales, marketing, and support teams.
Salesmate calculates and summarizes deal conversion rates, highlights the cumulative value of total deals won, and visualizes the entire sales cycle to identify bottlenecks where leads drop off.
Salesmate measures the average time it takes for a deal to move from initial contact to closure.
It pinpoints top performers and areas needing improvement, measures the average time for deals to move from initial contact to closure, and provides rich automation insights to reveal how automated sequences and campaigns performed over the year.
The platform categorizes your database by relationship type to show network expansion and offers activity leaderboards to track both individual and team performance on key metrics like calls made and deals closed.
c. E-commerce widget style
For online retail company teams, we introduced a widget style tailored to e-commerce business use cases.
It’s built to feel more natural for storefront interactions and improve the chat experience where conversions actually happen.
When data, conversations, and follow-ups are clear, teams spend less time navigating the corporate ladder and more time driving real outcomes.
November: Communication upgrades
November’s theme: more reach, fewer setup steps, and smoother compliance.
a. Texts channel for unified inbox
SMS joined the party as an optional UCI channel. This gave teams another high-response way to reach customers, without switching tools or losing conversation history.
b. Global settings in Salesmate voice & text
We made the configuration cleaner and more scalable. Instead of repeating settings every time you add something new, common settings can be managed centrally: configure once, apply consistently.
Salesmate also supports two-way email sync with all major providers, including seamless integration with Google Workspace, allowing each user to send and receive emails directly from the CRM for a seamless user experience.
Salesmate’s integration capabilities extend to Microsoft 365, enabling users to manage contacts, emails, and calendars within the Microsoft ecosystem.
Salesmate CRM is known for its modern, intuitive interface that is easy to navigate. While Salesmate's workflow automations are powerful, they can be complex and time-intensive to learn.
Nimble is a relationship-focused CRM that integrates with Google Workspace and Microsoft 365 to enrich contact profiles automatically.
Salesmate’s integration ecosystem covers most of the essential tools modern company teams rely on, including Slack, WordPress, and Mailchimp.
c. The “In Between” moments
And beyond the big headlines, the year-end review was packed with smaller improvements: polish, performance, usability tweaks, and quality-of-life updates that make Salesmate feel smoother day after day.
The kind of work that doesn’t always get a parade, but absolutely changes how the product feels.
Salesmate was named a Momentum Leader in G2’s 2025 reports, reflecting strong customer satisfaction and rapid adoption.
We were also featured in GetApp’s 2025 Category Leaders, highlighting our ease of use and value for growing teams.
In addition, Salesmate earned a spot on the Capterra Shortlist 2025, backed by consistently high ratings from verified users, and was recognized as a FrontRunner by Software Advice (2025) for balancing usability with advanced capabilities.
Salesmate was acknowledged as a leader in the SaaS sales software comprehensive study by the American Marketing Association (AMA).
We also make it a priority to acknowledge company's constructive feedback, ensuring that customer voices directly influence our ongoing improvements.
These recognitions reinforce what our customers tell us every day - Salesmate is a platform they trust to run their sales and customer operations with confidence.
Salesmate provides personalized insights into sales activities, pipeline growth, performance, and goal achievement.
Thank you + See you in January
This year’s review progress happened because you kept telling us what you need, what slows you down, and what would make your team faster.
Your feedback keeps our team motivated to deliver even better solutions. And don’t worry, we’re not done.
We’re meeting in January with all-new updates (the next wave is already cooking), and we can’t wait to show you what’s coming next.
Salesmate also quantifies your sales volume and revenue, often broken down by location or industry, so you can make more informed decisions.
Until then! Happy holidays, happy selling, and thank you for being part of the Salesmate journey.
Conclusion
This year-end review 2025 wasn’t about chasing shiny features. It was about building a CRM that delivers real benefit, helping teams work faster, smarter, and more dependably every single day.
Consider this our Salesmate 2025 year-end review; a look at how the platform evolved to support modern sales teams better, every single day.
From practical AI and stronger automation to unified conversations and granular control, Salesmate evolved around how real teams actually work.
The result is a platform that reduces friction, scales conversations, and gives teams confidence in their data, workflows, and customer interactions.
Salesmate CRM offers affordable pricing plans suited for growing and scaling businesses, starting at $29 per user per month.
However, higher-tier plans can add up quickly as your company's team scales. Unlocking more automation and workflow credits also requires moving to higher-tier plans.
Our pricing plans are transparent and scalable, catering to businesses of various sizes.
Everything shipped this year was shaped by customer feedback, real use cases, and a clear focus on usability over complexity. And this is just the foundation.
We’re heading into 2026 with momentum, sharper ideas, and the next wave of updates already in motion. Thanks for building, selling, and growing with us. We’ll see you in January.
Frequently asked questions
1. What was the biggest focus for Salesmate in 2025?
Making AI and automation genuinely useful while improving everyday usability across sales, support, and admin workflows.
2. How is Salesmate using AI differently?
AI in Salesmate is designed to assist, not overwhelm. From call summaries to Autopilot, Copilot, and SKARA, the focus is on saving time, improving response quality, and scaling conversations safely.
3. What replaced Automation Journeys?
Smart Flows became the primary automation engine, offering more flexibility, visibility, templates, OpenAI actions, and better long-term scalability.
4. What is SKARA and who is it for?
SKARA is an AI agent that plugs into websites and ecommerce experiences to automate conversations, capture leads, and answer questions across channels without adding headcount.
5. How does the Unified Conversation Inbox help teams?
It brings chat, voice, social, and SMS into one place so teams can respond faster with full context instead of juggling multiple tools.
6. What’s coming next for Salesmate?
New updates are rolling out in January with continued focus on AI-driven workflows, smarter automation, and smoother customer and sales experiences.
Shivani Tripathi
Shivani TripathiShivani is a passionate writer who found her calling in storytelling and content creation. At Salesmate, she collaborates with a dynamic team of creators to craft impactful narratives around marketing and sales. She has a keen curiosity for new ideas and trends, always eager to learn and share fresh perspectives. Known for her optimism, Shivani believes in turning challenges into opportunities. Outside of work, she enjoys introspection, observing people, and finding inspiration in everyday moments.