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

Improved sales effectiveness. It’s got everything we need, works efficiently and it is affordable. The team picked this over all of the others and they’re using it. Great sales app.

Robert Allen

Principal - RKA Ventures, LLC

mikeB

Solid CRM for small business looking for an easy to use, yet impactful CRM

Mike Barugel

Founder

brittany

I’ve been using this platform for over a month now and have seen my productivity double!

Brittany Canaski

Director of Partnerships

Ian Ray

Fantastic value for a CRM platform with easy staff onboarding and great back-end webhook integration support.

Ian Ray

CTO – Airshark

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

Join our 4000+ happy customers

Build New and Lasting Customer Relationships

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