Contact management software

Stay conversant with every detail of your contacts to interact with your prospects at any time from any point. Prioritize communications, nurture relations and optimize sales results by systemizing and structuring all your contact data at one organized place. Contact management from Salesmate helps you to give your customers complete attention. Do not miss a single sight of existing relationships.

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contact management software

Manage through a single page

Don’t miss any opportunity, manage all your contacts on a single page with Salesmate business contact manager. Stay cognizant of your prospect’s needs and respond before time. Work smarter and save time with the contact management system. It provides a unified view of your contacts and their activities.

Contact management timeline

Contact timeline

Get up-to-date insights of your various contacts through contact management software from Salesmate. This easy to use contact manager generates a graphical timeline consisting of complete information of the contact history. Information includes activity management, emails tracking and details of dashboard activities. This is critical in monitoring the status of your prospects. Plan further action for a positive response using our contact management software for your small business.

Contact timeline

Bulk activity

Perform various activities on multiple contacts at the same time with the business contact manager. It is easy, efficacious and convenient to use. Now email, message or notify bulk contacts together without wasting your valuable time. Reduce the time spent on manual tasks and save up to 37% of your time with our contact management system.

bulk contact update

Task management

With contact management software for small business, create new activities, set reminders and view past tasks. It helps you maintain comprehensive records to manage your sales tasks as well as time. It keeps you informed about the past and upcoming tasks to take necessary actions at the right time for your business.

Contact activity management

Data integration

Using contact management software, integrate with any third party application and sync your data. Through contact data integration, you can expand your reach. Access your prospect’s contact as well as emails directly from your Salesmate account.

contact management integration

Add tags & smart filters

With Salesmate’s contact management system, you can assign various tags to your contacts. Salesmate allows you to sort contacts using more than 50+ filters, including tags. You can sort data using these Smart Filters and create a View. That means you don’t have to apply filters every time, just hit on the saved view and you’re done!

contact management tags and filters

360° customer view

Everything at once! Salesmate’s contact manager offers 360° Customer View that gathers every tiny detail about your contacts and brings it on a single screen. You can access activities, deals, notes, emails, files, texts, and every key progress from contact timeline. You also get to see Smart Insights that shows total revenue from individual contact.

360 customer view

Global search

With Salesmate’s contact management software you can perform Global Search and find every piece of information that contains your search phrase. You can filter the data using various attributes like Contacts, Companies, Deals, Activities, and Notes. You can also funnel the findings using the Ownership of the contact.

global search contacts

Built-in phone

Without a doubt, this feature makes Salesmate the best Contact Management System! Built-in calling allows you to make calls to contacts without leaving Salesmate. Apart from making calls, Salesmate built-in phone allows you to send text, access call logs, record calls, and get call insights. You can use toll-free or virtual phone numbers to make quick calls to your customers with no hassle!

virtual phone system

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Happy & Growing Customers
paul H

The ability to customise this software to do exactly what you want is incredible, it can create workflows so repetitive literally the support will set it up to copy and routine / field you want.

Paul H

CEO - Printing

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

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

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

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