Track, assign, automate sales activities

Assign sales activities to your teammates in deals or any on-going communication. Teammates will always be notified and the process will move smoothly!

Now plan & track every sales activity and associate them with the right deal. Salesmate will also help you automate your activities, so you can invest more time in selling!

Share list views with your team

Custom list views are Godlike when you’re dealing with a lot of data. With customizable list views, you can bifurcate the pile of data and share them with your colleagues.

With our collaborative CRM, create & save unlimited list views with favorite data columns and share them with your colleagues in no time.

Shared team inbox

Simply one of the best team collaboration features in Salesmate CRM. Shared team inbox allows members to use the common email address and work on it as a real team!

Members can respond to customers, and everyone can see the process from the beginning till the end! Our customers use this feature to assign emails to each other so the best one handles the deal.

Mention, Notes & Notifications

With Salesmate collaborative CRM, you can mention teammates in any module to notify the user. Users receive notifications on their dashboard individually and also on their mobile app. So, there’s no missing out on anything.

You can take notes during the call or inside deals, so your teammates can be on the same page for every single deal!

Built-in calling

With Salesmate built-in phone system, one number can be assigned to multiple users. Once customer contacts, every user gets the ring, and anyone can proceed with the call. The rest of the users will get a notification.

You can also transfer the ongoing call to your teammates. With Call History and Call Recordings, every single teammate will have information about the ongoing deals.

Create custom reports

Every user can create custom reports by adding custom sections of their choice. You can simply select modules and sub-modules for the report and add the data columns of your choice.

Based on your company hierarchy, teammates can check out your custom reports and get every vital information about ongoing deals and pipelines. Now, you can also create custom reports using our Google Data Studio integration.

Email & text templates

Custom templates can save a lot of time for you and your team. With Salesmate, you can create email and text (SMS) templates for your Workflows and Sequences.

Every user from your organization can utilize these templates for their processes. Meanwhile, you can always have an eye on the performance of each template!

Mobile App

Salesmate mobile app makes our CRM a team collaboration tool in a true sense. You can access every vital information, anytime, anywhere, no matter where you are!

We always make sure that our mobile apps for iOS & Android are updated regularly with the most demanded features by our customers.

Sequences

Salesmate allows you to create and automate a dream sequence where you can include emails, texts, activities as per your choice and conditions.

Sequences can be designed and executed with different levels of access. You can design a sequence with Public/Private access

Connect Salesmate CRM with your favorite apps

Salesmate CRM integrates with the apps that teams daily use like Google Calendar, Slack, QuickBooks, MailChimp and more…

Learn More

Benefits of using Salesmate collaborative CRM

Happy & Growing Customers
Johnny F. Beig

It’s very user-friendly, easy to navigate, and simple to use. Not much training is involved for the new staff to get them off the ground. I like how stages are set and we can move the deals accordingly!

Johnny Beig

CEO - Alanic International

zoraz

Very convenient and easy CRM with all the necessary features, quick and professional support

Zora Zamecnikova

Brand Ambassador

Salesmate is very easy to use and affordable. It’s a one stop shop when it comes to managing my clients.

Jessica Williams

Fashion Designer - Irregular Exposure

Jacqui Sabo

We can see our pipeline, including the sales process stages and the dollar volume at each stage. Since our inception 90 days ago, our pipeline has grown 100%

Jacqui Sabo

Vice President - Faciliteq

Eric Griego

If you are looking for an intuitive, lightweight, and customizable sales platform, you have to get a demo from the Salesmate team.

Eric Griego

VP, Business Development – HoldMyTicket

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