ENGAGE
SELL
OPTIMIZE
AUTOMATE
BY USE CASE
BY ROLE
BY INDUSTRY
Powering 4,000+ sales teams across 70 countries
CONSULTING BUSINESS PAINPOINTS & SOLUTIONS
We understand your pain points!
Growth in consulting business isn’t easy, but Salesmate CRM is here to offer all the tools you need to succeed!
Pain points
- Finding & identifying ideal customers
- Juggling with various communication tools
- Time-consuming manual tasks
- Insufficient resources for data-driven decision making
SOLUTION
- 360° customer insights
- Multichannel communication
- Powerful automation
- Customizable reports & dashboards
INFORMATION CONSOLIDATION
360° customer insights
Bring fresh leads directly into CRM and get every crucial customer insight in a single view. Segment prospects with tags and smart filters and identify your ideal customers in a snap!
- Web Forms
- Tags & Filters
- Contact Management
- Visual Sales Pipeline
- Lists & Segments
- Lead Scoring
INTEGRATED COMMUNICATION
Multichannel communication
You don’t have to struggle with different tools for communication anymore. Communicate using emails, calls, texts, and videos with prospects and teams effortlessly. You can simply integrate your existing tools as well.
- Email Marketing & Tracking
- Video Conferencing
- Built-in Calling
- Live Chat
- Text Messaging
- Meeting Scheduler
EDS Strategy
Since we started using Salesmate, we see 10x more deals in the sales pipeline and enjoy 3x faster deal closure. Now they can make calls, send emails, and text from the same platform, and their deal size has increased by 5-10x.
Jesse De Agustin | Founder and CEO EDS Strategy
AUTOMATED YET PERSONALIZED
Powerful automation
Put mandane tasks on autopilot and leverage the power of automation. Focus on the most meaningful tasks and leave the rest to Salesmate’s advanced automation capabilities.
- Sales Sequences
- Workflow Automation
- Automation Journeys
- Power Dialer
- Smart Queue
- Data Entry Automation
DATA DRIVEN INSIGHTS
Customizable reports & dashboards
Get a clear view of your growth and make mindful business decisions with powerful reports and insights. Create customized dashboards to visualize data, your way!
- Sales Goals
- Sales Reports
- Team Performance Insights
- Sales Forecasting
- Campaign Performance
Insights - Dashboards
Rated 5-star for ease of use and value for money.
Try it FREE for 15 days.
BEST CRM FOR CONSULTANTS & FIRMS
Why choose Salesmate as your Consulting CRM?
Our CRM for consultants is designed to make your everyday processes easier,
so you can focus on what matters – building better relationships with customers.
Right features for right value
3 easy-to-understand pricing plans. Starts at just $12/user/month.
Personalized customer support
An award-winning service team that supports you 24×5.
Quick and customizable
Customize Salesmate as your business model
Migration services
Effortlessly migrate from other CRM with our experts.
Free product training session
Take 1:1 session with our expert to understand Salesmate better.
Support portal with solutions
Solution-rich support documents for step-by-step guidance.
INTEGRATIONS
Use it with your favorite apps
Salesmate integrates with 700+ business apps including Google Apps, Microsoft, and Zapier
TRULY AFFORDABLE CONSULTING CRM FOR YOUR BUSINESS
We don’t burn a hole in your pocket!
Choose from our simple plans and upgrade as you grow your consulting firm.
Starter
Build & organize your sales function
$12
per user/month$144, billed annually
Or $15 per user if billed monthlyGrowth
Automate sales and close more deals
$24
per user/month$288, billed annually
Or $30 per user if billed monthlyBoost
Most PopularBecome a revenue machine
$40
per user/month$480, billed annually
Or $50 per user if billed monthlyEnterprise
Perfect fit for enterprise sales teams
Custom
Connect with our sales team for enterprise pricing.
Frequently Asked Questions
1. How Salesmate can help consultants in closing new customers?
We understand that consultants also take the role of marketers and salespeople sometime in generating new leads and closing new customers. Our consulting CRM is designed to help you in lead generation and management. Â
You can use Web Forms, Live Chat, and Chat Journeys to generate new leads and manage them by creating custom sales pipelines.Â
2. How Salesmate can help consulting firms in relationship building and customer retention?
Building long term relationships and retaining customers is one of the biggest challenges for any consulting firm. With Salesmate, you can create a strong network of communication with your customers and constantly be their touch. Â
Sales Sequences and Marketing Automation features can help you create and execute personalized campaigns in minutes.Â
Moreover, Salesmate also provides every communication channel you’d need to build strong customer relationships.Â
3. Which communication channels are covered within Salesmate?
With Salesmate, you can communicate via emails, calls, texts, and video conferencing without leaving your CRM.Â
4. How can I leverage automation in Salesmate?
One of the reasons behind the creation of Salesmate is to offer possibilities of high productivity to businesses. Â
That’s why we created Workflows, Sequences, and Automation Journeys. Using these three features, you can automate mundane tasks, sales follow-ups, high-value marketing campaigns, and much more. Check out our support article on how you can leverage these features.Â
5. How can I start calling and texting in Salesmate?
Built-in calling feature is available in all plans of Salesmate. You can start calling and texting after purchasing a local or toll-free of your choice, right from the system itself. You can check out the call rate from here. Â
What they say
Happy & Growing Customers
I have tried many CRM for my real estate business, and found none like Salesmate. Really impressed with its excellent features like email tracking, email scheduling, and workflow automation.
After trying over 30 different CRM software, I found everything I need in Salesmate without paying over the odds. It gives flexibility to customize. Besides, they have outstanding customer support too.
Great CRM with more features than other CRMs that's triple the cost. Very user friendly interface, very friendly and responsive support.
An absolutely outstanding CRM with built-in email and text scheduling / templates, extensive organization & customization capabilities, and robust workflow automation. And all at a great price! Very highly recommended!
The chrome plugin (Gmail CRM) of Salesmate has been a huge help. It's incredibly simple to use and super intuitive. The support is quick and precise. Would definitely recommend.
Hello Salesmate, let me see it myself!
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- Cancel anytime.