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 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

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

Salesmate is very easy to use and affordable. It’s a one stop shop when it comes to managing my clients.

Jessica Williams

Fashion Designer - Irregular Exposure

Try the Modern Way to Sell for Your Business Today

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

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