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One powerful CRM for everyone on
your team

Salesmate brings all data, tools and processes together and
automate it, so everyone on your team can work better to grow
your business.

15-day free trial · No credit card required

One powerful CRM for everyone on your team

Trusted by startups to Fortune 500 companies globally

sony music
adsterra
epicenter
Diamonds Direct
clevertech
hourly

Personalize

CRM that celebrates your 
uniqueness!

Most CRMs can’t handle your process, Salesmate has the answer!
Most CRMs can’t handle your process, Salesmate has the answer!

Everything you need to give your team the CRM that they would love to use is built-in and ready for customization. Sales, marketing, account management, or your unique processes, you name it, you can build it and automate it in Salesmate without compromise.

Contacts
Accounts
Pipelines
  • Contacts
  • Accounts
  • Pipelines
Capture any and all data with custom modules
Capture any and all data with custom modules

Manage subscriptions, leads, customers, partners, all in a single platform. Get a clear picture of how your business is performing, and make ground-breaking decisions together.

Capture any and all data with custom modules
Build your desired process
Build your desired process

Start with our industry pipeline templates or bring your proven processes inside Salesmate with no compromise. Create multiple pipelines for different operations.

Build your desired process
Choose what you need to see and how
Choose what you need to see and how

Craft perfect views and workflows for every user with custom fields, beautiful colors, and more.

Choose what you need to see and how
Collaboration is just an @ away
Collaboration is just an @ away

Create teams, engage with teammates by simply tagging them in conversations, notes, chats, or deals.

Collaboration is just an @ away
Filter and Sort
Filter and Sort

Know what you need to know without manually digging through data.

Filter and Sort
Bulk Actions
Bulk Actions

Update, transfer, delete or merge data in bulk. Zero stress!

Bulk Actions
Permissions & Roles
Permissions & Roles

Manage access and information for teams for personalized experiences.

Permissions & Roles

CRM FOR ALL FRONT-LINE TEAMS

Go beyond basic tables
and forms

Give everyone the information and clarity they need with custom layouts
Give everyone the information and clarity they need with custom layouts

De-clutter information for each team with customized layouts for every team. Show exactly what each team wants to see in their CRM using drag-and-drop layouts.

For Sales Team
For Marketing Team
For Success Team
  • For Sales Team
  • For Marketing Team
  • For Success Team
Pre-built Widgets
Pre-built Widgets

Create your own modules, fields, pipelines, dashboards and more, so you can craft perfect CRM for your

Pre-built Widgets
Field Rules
Field Rules

Set rules and field dependencies for clean user experience for everyone.

Field Rules
Formula Fields
Formula Fields

Create custom fields with formulae for automatic calculations.

Formula Fields

“I was very quickly impressed with the level of customization the software allows.”

Jaime N.

Jaime N.

Founder & CEO, Bloominari

Personalize

Making everyday easier for leaders and

revenue teams

Sales Leaders
Sales Leaders
Sales Reps
Sales Reps
Marketers
Marketers
Customer Success
Customer Success
Business Owners
Business Owners

CRM for Sales Leaders

Get insights into what’s going on with each step of your sales process. Personalized dashboards,
custom reporting, and pipeline forecasting will help.

CRM for Sales Reps

Communicate at the right time with right built-in tools, and close more deals.

CRM for Marketers

Build high-performing campaigns, automate processes, and generate quality leads for sales teams.

CRM for Customer Success Reps

Deliver the finest customer support with live chat, chatbots, shared inboxes, and so much more.

CRM for Business Owners

Generate new business opportunities, communicate with prospects, and deliver the best support, all using built-in tools.

Monitor and analyze your sales pipelines
Monitor and analyze your sales pipelines

Get real-time view of your entire sales pipeline. Ensure that all deals are moving forward and no ball is being dropped.
Make sure your team keeps closing and have right nudge and coaching to grow faster.

Explore Sales Pipeline

Monitor and analyze your sales pipelines
Track sales progress in real-time
Track sales progress in real-time

Stay on top with real-time notification of team’s activities. Someone moved a deal to the next stage? You’ll know it.

Track sales progress in real-time
Find opportunities to grow and improve
Find opportunities to grow and improve

Why John is crushing quotas but Sally is struggling? Use built-in reports to track and improve teams and pipelines.

Find opportunities to grow and improve
Crush Quotas
Crush Quotas

Set sales goals and achieve them every month, quarter, and year.

Sales Goals Software

Crush Quotas
Build predictability
Build predictability

Forecast how much your team is likely to close this month.

Sales Forecasting

Build predictability
Sell on the go
Sell on the go

Don’t skip a beat even when you are on road with our mobile apps.

Mobile CRM App

Sell on the go

Empower your sales team with these popular sales tools that they actually need to save time and sell more.

Built-in Calling
Built-in Calling

Make and receive calls to contacts from Salesmate.

Email Tracking
Email Tracking

Get instant alert when prospect opens or clicks on your emails.

Meeting Schedular
Meeting Scheduler

Book demos and meetings on your MS or Google calendar.

Sales Sequences
Sales Sequences

Automate outreach and follow-up cadences with ease.

CRM with Texting
CRM with Texting

Use texts for sales, meeting reminders, offers, or more.

Live Chat Software
Live Chat Software

Turn web visitors into leads with real-time 1:1 conversations.

“Incredible Sales Automation CRM and Omni-channel tool. Salesmate team continues to deliver a quality product for seasoned sales professionals.”

Roger S.

Bob W.

Sales Leader, Prophecy

2

Inbound, outbound, and ABM, all work like a charm with Salesmate
Inbound, outbound, and ABM, all work like a charm with Salesmate

Experience a CRM that supports all your sales styles. Outbound? Channel Sales? Recruiting? Enterprise Sales? Bring it on, Salesmate will empower your reps to thrive and not get into their way of working.

Inbound Sales
Outbound Sales
ABM Campaigns
  • Inbound Sales
  • Outbound Sales
  • ABM Campaigns
Every modern sales tool is built-in
Every modern sales tool is built-in

Sync your emails, make calls, send text messages and book meetings flawlessly with
built-in tools designed for sales reps.

Explore Email Sync

Smart Emails
Built-in Calling
Text Messaging
Meeting Scheduler
  • Smart Emails
  • Built-in Calling
  • Text Messaging
  • Meeting Scheduler
Get more leads with automated outreach
Get more leads with automated outreach

Got a list of suspects? Enroll them in a sequence. Salesmate will keep following-up until they reply. So, you get fresh leads and 20% more time to close deals.

Get more leads with automated outreach
Don’t let any deal fall through the cracks
Don’t let any deal fall through the cracks

Identify deals that need your attention. Instantly know which deals are rotting and where the follow-ups are due.

Don’t let any deal fall through the cracks
Stop loosing time on data entry
Stop loosing time on data entry

Salesmate automatically logs activities, calls, emails, texts and more on a timeline. No more manual entries!

Stop loosing time on data entry
Industry’s first AI co-pilot for reps
Industry’s first AI co-pilot for reps

Ask Sandy to write and email or create a meeting for you. It’ll do it. Just like that!

Industry’s first AI co-pilot for reps
Email Tracking
Email Tracking

Get notified instantly when a lead opens emails to follow-up in that moment.

Email Tracking<br />
Email Templates
Email Templates

Turn your best performing emails into re-usable email templates.

Don’t let any deal fall through the cracks@2x
Sell from Gmail
Sell from Gmail

Never miss an opportunity to close a deal, no matter where you are.

Checkout Chrome Extension

Sell from Gmail

“I love that we have created pipelines for our sales team as well as for our retention department. Salesmate makes it so easy to win our deals and to track them.”

Lisa Kraus

Lisa Kraus

Process Admin, IdealTraits

3

icon-A true multi-channel experience to generate more leads
A true multi-channel experience to generate more leads

Build beautiful email, text, and chat-based campaigns to generate leads and directly bring them into Salesmate to score and send them across sales teams.

Explore Lead Generation

A true multi-channel experience to generate more leads
icon-Design A-B Test and analyze campaigns
Design, A/B Test and analyze campaigns

Test emails, texts, and campaign strategies and find your perfect match. See what works best for your business.

Design A-B Test and analyze campaigns
icon-Achieve highest open rates with text marketing
Achieve highest open rates with text marketing

Spread your business to 80+ countries with text campaigns and generate high-quality leads for sales.

Achieve highest open rates with text marketing
icon-Automate Processes
Powerful marketing automation engine for every use case

Simplify complex marketing processes with a drag-and-drop journey builder with 60+ triggers, conditions, and actions. You can pretty much automate anything!

Explore Marketing Automation

Powerful marketing automation engine for every use case
icon-Form Builder
Form Builder

Create web forms and embed them on your website. Start collecting new leads fast!

Form Builder
icon-Visitor Tracking
Visitor Tracking

Track user behaviors such as page views, CTA clicks, and events across the web, mobile, or product.

Visitor Tracking
icon-A-B Testing
A/B Testing

Find out what works with your prospects and make data-driven choices in real testing.

A/B Testing

“Salesmate’s intelligent email campaign tracking makes my campaigns GDPR compliant in Europe. It is the most complete and reliable new age CRM you can trust.”

Labanya Roy.

Labanya Roy

Client Acquisition, Covalensedigital

4

icon-A unified inbox to deliver exceptional customer experience
A unified inbox to deliver exceptional customer experience

Bring conversations from all the channels like chat, bots, and social media in the same inbox to collaborate with teammates and deliver A+ customer support.

A unified inbox to deliver exceptional customer experience
icon-1-1 engagement with website visitors
1:1 engagement with website visitors

Connect with website visitors or customers and resolve queries in real time with Live Chat.

1engagement with website visitors
icon-Automate conversations with chatbots
Automate conversations with chatbots

Set up automated chatbots to help customers save efforts and improve experiences.

Automate conversations with chatbots
icon-Use 360 insights to improve conversations
Use 360 insights to improve conversations

Get context first before starting any conversation with history, timeline, and company insights.

Use 360 insights to improve conversations
icon-Share a pizza, and an inbox
Share a pizza, and an inbox

Offer outstanding email support as a team using our powerful Team Inbox.

Share a pizza, and an inbox
icon-Improve CSAT
Improve CSAT

Ask for customer feedback right after you deliver happy moments.

Improve CSAT
icon-Conversation Reports
Conversation Reports

Find patterns in customer issues and resolve them pro-actively.

Conversation Reports<br />
icon-Automate Processes
Automate Processes

Automate chats, assignments, CRM updates, and more.

Automate Processes

“We quickly realized that Salesmate is much more than sales. We use it for all aspects of customer relationship to gain 360° perspective of our prospects and members.”

Gaurav Mahajan

Growth Associate, Four Hands Web Solutions

5

icon-Organize and manage all your contacts and conversations in one simple place
Organize and manage all your contacts and conversations in one simple place

Replace clunky spreadsheets with a modern CRM that brings all your contacts and customer conversations in one place. It’s dead simple yet powerful to generate leads with marketing, manage sales, and offer support – no other software is needed.

Organize and manage all your contacts and conversations in one simple place
icon-Get more leads with marketing campaigns
Get more leads with marketing campaigns

Drive impact on lead gen with personalized and automated marketing campaigns.

Get more leads with marketing campaigns
icon-Track all customer conversations as it happens
Track all customer conversations as it happens

Make calls, emails, texts, and track all the activities, and stay on top of your game.

Track all customer conversations as it happens
icon-Close more deals with visual sales pipeline
Close more deals with visual sales pipeline

Bring all your deals into a Kanban-style board and figure out where you need to focus.

Close more deals with visual sales pipeline
icon-Offer outstanding service with live chat
Offer outstanding service with live chat

Help website visitors with their queries in real time using live chat software.

Offer outstanding service with live chat
icon-Reduce efforts and grow fast with automation
Reduce efforts and grow fast with automation

Automate tasks, processes, campaigns, pretty much anything with an industry-leading automation engine.

Reduce efforts and grow fast with automation
icon-Improve outcomes with actionable insights
Improve outcomes with actionable insights

Get deeper insights into lead sources, communication performance, and revenue with reports and dashboards.

Improve outcomes with actionable insights
CRM that grows with you without breaking the bank
CRM that grows with you without breaking the bank

From team of 1 to 1000, Salesmate can support you at every stage. Bring all your contacts, tools, processes and data together in one place. Pay for what you use and scale it on-demand at a reasonable costs.

“Salesmate allows us to strategize communication with new clients and with existing ones. This is by far the most robust and user-friendly CRM.”

Daniel Cragin

Daniel Cragin

Founder, Boldly Forge

Personalize

Setting the new standard for
CRM software

Best Rated Eveywhere
Best Rated Eveywhere

Salesmate has won hundreds of awards and is consistently rated the best across the board by thousands of customers.

Best Rated Eveywhere

“The support is Top Notch! Best support I've ever received from a CRM. Salesmate is amazing, and it has completely blown me away.”

Sherie Smith
Adam O'Leary Co-founder, TrustScout