Sales features collaborate so your team can collaborate, effortlessly!

Collaborative CRM built for remote sales teams
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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!

Track, assign, automate sales activities
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.

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.

Shared team inbox
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!

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Get app best functionality & features

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.

Built-in calling
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.

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!

Email & text templates
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.

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…

Benefits of using Salesmate
collaborative CRM


Salesmate wins hearts because it offers a bunch of features at the most affordable prices that a small businesses can afford. Salesmate comes with 2 mindfully-designed plans!

Secure & reliable
Secure & reliable

Your data is stored in a completely encrypted format, with extra controls, ensuring 100% isolation and higher confidence of not mixing
or leaking.

More productive
More productive

Salesmate provides automation in features like activities, data entry, sequences, workflows, etc. You can put your sales tasks on autopilot to invest more energy into selling better!


Salesmate can be tailored according to your business needs. From custom pipelines to automated sequences, you can literally mold Salesmate according to your needs.


Salesmate makes sure you don’t have to suffer when working with your favorite tools. We have more than 2000+ integrations, so you can work effortlessly with your existing tools.

Keeps you focused
Keeps you focused

With the right set of features, Salesmate makes sure you’re focused on building relationships and improving your sales. It is designed to help you grow and achieve your goals!

What they says

Happy & Growing Customers

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

Jacqui Sabo

Vice President - Faciliteq

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

Mike Barugel


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

It integrates very well with GMail and Chrome – It’s extremely easy to set up and truthfully Salesmate has THE best customer service team bar none. That is truly the benefit. Oh- I almost forgot, it’s insanely cheap.

Alan Peterson

President - Skytop Business Loans LLC

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

With Salesmate, it’s simple, personal and productive for everyone. 

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