Build long-term relationships with customers with the best CRM for consulting firms. Manage end-to-end processes and deliver superior customer experiences.



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


  • 360° customer insights
  • Multichannel communication
  • Powerful automation
  • Customizable reports & dashboards


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
360° customer insights
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

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



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
Powerful automation
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
  • Dashboards
g2 high perfomance summer 2022
best value for price 2022
best relationship 2022
software advice front runners 2021
software advice customer support 2021


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
Right features for right value

3 easy-to-understand pricing plans. Starts at just $12/user/month.

Personalized customer support
Personalized customer support

An award-winning service team that supports you 24×5.

Quick and customizable
Quick and customizable

Customize Salesmate as your business model

Migration services
Migration services

Effortlessly migrate from other CRM with our experts.

Free product training session
Free product training session

Take 1:1 session with our expert to understand Salesmate better.

Support portal with solutions
Support portal with solutions

Solution-rich support documents for step-by-step guidance.


Use it with your favorite apps

Salesmate integrates with 700+ business apps including Google Apps, Microsoft, and Zapier


We don’t burn a hole in your pocket!

Choose from our simple plans and upgrade as you grow your consulting firm.


Build & organize your sales function


per user/month

$144, billed annually

Or $15 per user if billed monthly

Automate sales and close more deals


per user/month

$288, billed annually

Or $30 per user if billed monthly
Most Popular

Become a revenue machine


per user/month

$480, billed annually

Or $50 per user if billed monthly

Perfect fit for enterprise sales teams


Connect with our sales team for enterprise pricing.

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.  

You can use Web Forms, Live Chat, and Chat Journeys to generate new leads and manage them by creating custom sales pipelines. 

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.  

Sales Sequences and Marketing Automation features can help you create and execute personalized campaigns in minutes. 

Moreover, Salesmate also provides every communication channel you’d need to build strong customer relationships. 

3. Which communication channels are covered within Salesmate?

With Salesmate, you can communicate via emails, calls, texts, and video conferencing without leaving your CRM. 

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.  

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. 

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 

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.

Andrew James
Andrew JamesChrome User

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.

Brett Thomas
Brett Thomas Chrome User

Great CRM with more features than other CRMs that's triple the cost. Very user friendly interface, very friendly and responsive support.

Alan Quan
Alan QuanAndroid

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!

Bruce Driggers
Bruce DriggersChrome User

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.

Nate Jones
Nate JonesChrome User
  • No credit card required
  • Cancel anytime.