What can you do with this Excel template?

  • Organize your sales process

    Build your most intuitive Visual Sales Pipeline that is always accurate. The simple drag-and-drop pipeline is not only super easy to use, but also boosts productivity, accountability and collaboration for your entire business.

  • Spend more time selling, not entering data

  • Interact with your prospects & customers

  • Improve sales performance with powerful insights

  • Organize your sales process

    Build your most intuitive Visual Sales Pipeline that is always accurate. The simple drag-and-drop pipeline is not only super easy to use, but also boosts productivity, accountability and collaboration for your entire business.

  • Spend more time selling, not entering data

    Spend more time taking actions, not doing data entry. Save yourself about 6 hours of manual labor of tracking emails, calls, meetings, and tasks. Salesmate automatically tracks all interactions as they happen.

  • Interact with your prospects & customers

    Automate your sales playbook by creating email templates, sending automated bulk emails, tracking email opens/clicks, organizing meetings, and scheduling follow ups. Salesmate’s built-in interaction and automation features supercharges every single customer interaction.

  • Improve sales performance with powerful insights

    All insights about pipeline, reps, leads and customers are available at your fingertip. Keep your important sales metrics in front of you with custom reports and dashboards.

Still not convinced? Here is more’

Happy & Growing Customers

Very convenient and easy CRM with all the necessary features, quick and professional support

Zora Zamecnikova

Brand Ambassador

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

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

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

Start Growing Your Revenue Today

With Salesmate, it’s simple, personal and productive for everyone. Sign up for a 15-day risk-free trial today.

Try Salesmate For Free