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
  • 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

  • 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

  • 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

  • This tool is great for our growing small business. It keeps all communication all in one place which helped me stay organized with all day-to-day operations. The support I received was amazing and I would highly recommend using this CRM software for your business.

    Staci Fasano

    Product Sales Specialist - Ecomdash

  • If you are looking for an intuitive, lightweight, and customizable sales platform, you have to get a demo from the Salesmate team.

    Eric Griego

    VP, Business Development – HoldMyTicket

Organize Your Sales Process with Salesmate

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

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