Save 20%
Starter

Perfect for small teams

$12
per user/month, billed annually
Try For Free
GROWTH

Best value for growing teams

Most Popular
$24
per user/month, billed annually
Try For Free
Boost

To boost unstoppable teams

$40
per user/month, billed annually
Try For Free

All prices are in US dollar

Complete feature comparison

  • Features
  • Starter
  • GROWTH
  • BOOST
Sales Management
  • Contact management

  • Company management

  • Deal management

  • Multiple pipeline management

  • Activity management

  • Notes & follow-up activities

  • Recurring activities

  • Product / Services management

  • Goal management

    Set Monthly, Quarterly, Yearly Goals for each individual
    on your team in terms of Sales Revenue OR Number of Deals

  • Calendar sync

    Integrates with Google & Microsoft* Calendars.

  • Teams

    New
Customizations & Flexbility
  • Custom fields

  • Dependency fields

  • Custom views

  • Custom layout

  • Custom module names

  • Custom pipelines & stages

  • Custom deal win probability

  • Deal board (pipeline) view

  • Custom activity types

  • Merge records

  • Clone records

  • Global Search

  • Advanced Filters

  • Add files

    Attach files from your desktop or
    from Google drive with each record.

  • Add & pin notes

  • Notifications

    Web, Mobile, Email
    Web, Mobile, Email
    Web, Mobile, Email
  • Multi currency

  • User mentions

Email Automation
  • Email SMTP & Bcc forwarding

  • Integration via IMAP

  • Email full sync

  • Email tracking

  • Email scheduling

  • Smart email reminders

  • Bulk emails

  • Email templates

  • Email metrics

  • Team Inbox

    3
    5
  • Email storage

    Unlimited
    Unlimited
    Unlimited
  • Sequences

    5/User
    10/User
  • Sequence Emails

    500/user/day
    1000/user/day
Voice & Text
  • Click to call

  • Skype

  • Facetime

  • Knowlarity

  • Any browser supported SIP

  • Salesmate Inbuilt voice & text

  • Built-in Calling

    Add-on: Available on web as well as mobile app. Call Rates - https://www.salesmate.io/call-rates/

  • Local, mobile & toll-free numbers

  • Custom messages

    Set Welcome, Hold, Busy, Unavailable
    messages either as text or mp3 audio.

  • Call transfer

    Cold & Warm Transfer

  • Call forwarding

  • Call recording

    Auto recording or optional recording
    of incoming and outgoing calls

  • Power Dialer (Smart Queue)

    New
  • Voicemail Drop

    New
  • Text Messaging

    Add-on:Available on web as well as mobile app. SMS Rates: https://support.salesmate.io/hc/en-us/articles/360011216212-SMS-Rates

  • Incoming / Outgoing texts

  • Bulk texting

  • Schedule texts

  • Text templates

Sales Automation
  • Workflow management

  • Number of workflows

    10
    25
    50
  • Number of emails (workflow)

    250/user/day
    500/user/day
    1000/user/day
  • Date based workflows

Reports & Dashboard
  • Standard reports

  • Standard dashboard

  • Custom reports

  • Custom dashboard

  • Cross module reports

  • Chart & grid reports

  • Activity insights

  • Deal insights

  • Sales insights

  • Sales pipeline

  • Sales funnel

  • Call log reports

  • Email analytics

  • Email template usage analytics

Chrome Extension
  • Identify contacts from email

  • Quick create contact from email

  • Create contacts, companies, deals, activities

  • 360 degree contacts view

  • Email tracking

Mobile Apps
  • Android app

  • iPhone app

  • iPad app

  • Push notifications

  • Mobile inbox

  • Locate on map

  • Calling from app

  • Texting from app

  • Call logging

    In case of no VoIP integration log calls as activities
    and take notes during the call. ( No recording )

App & Add-ons / Integrations
  • API access

  • Mailchimp

  • Google contacts

  • Gmail

  • Google calendar

  • Google drive, Team drive

  • Google maps

  • Gmail add-on

  • Clearbit - contact enrichment

  • Piesync - contact sync

  • Slack

  • Wufoo webform

  • WordPress contact form 7 plugin

  • WordPress gravity form plugin

  • IndiaMART

  • Knowlarity

  • Sales revenue - goal management

  • Won Deals - goal management

  • Email open & click tracking

  • Zapier

  • Squarespace

  • RingCentral

  • Quickbooks

  • Google Data Studio

    Upcoming
Data Administration
  • Record limits

    Number of Contacts, Companies, Deals, Activities, and Products.

    Unlimited
    Unlimited
    Unlimited
  • File storage

    General DB Space, File attached to records and Call Recordings.

    2 GB/ User
    5 GB/ User
    10 GB/ User
  • Email storage

    Unlimited
    Unlimited
    Unlimited
  • Data import

  • Data export

  • Migration from other CRMs

    Additional Service
    Additional Service
    Additional Service
Security
  • Profile permissions

  • Security roles

    Two fixed roles ( CEO & Manager )
    in Starter. Custom Roles in Growth.

    Fixed Roles
    Custom Roles
    Custom Roles
  • Global data sharing

  • Email sharing permissions

  • Team inbox permissions

  • IP restriction

    Restrict users from log in to
    Salesmate from specific IPs.

  • Two - factor authentication (2FA)

Support (24x5)
  • Self service

    Extensive help resources:
    Support Portal & Videos

  • Email

  • Chat

  • Remote / Screen sharing with audio

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Frequently Asked Questions

How does the 15-day free trial work?

It’s simple. You’ll create a Salesmate account and add as many users as you’d like. You’ll have unlimited access to all Salesmate features. After 15 days, you could pick a monthly or annual billing plan.

Can I test with my teammates during the trial?

You can invite your teammates to join your Salesmate trial account. In fact, this is the best way to make the most out of your trial. Just click on the “invite teammates” on the getting started steps.

What if we need little more time than 15 days to evaluate Salesmate?

If you haven’t purchased Salesmate before the trial ends, and you need a little more time to complete your evaluation, just let us know. We’re happy to extend to your trial.

 

How does the built-in phone / sms pricing work?

Make and receive calls/texts in Salesmate by purchasing local and toll-free numbers starting at $1.1/month. Once you enable the phone feature, you can always top up your credits. Check calling rates / SMS rates.

Do you offer refunds?

The applicable Fee is charged in advance on monthly or annual payment intervals. All Fees are non-refundable (user subscription, voice credits, etc.), i.e. there are no refunds or credits for periods where the Client did not use an activated Account, used it only partially, or deactivated the Account or terminated these Terms during an ongoing payment interval. If, after signing up, Client elects to upgrade to a more expensive Plan, the unused portion of any prepaid Fees shall be applied to the Fee of the more expensive Plan.

What type of payment methods do you accept?

We accept Visa, MasterCard, Discover, and American Express. For annual payments, we can issue invoices and accept POs. A credit card is our preferred mode of payment. We also accept bank transfers only for annual subscriptions exceeding USD 500. Any or all fees, charges, taxes towards such transactions to be borne by the purchaser. Contact sales@salesmate.io to find out more.

If you have questions we didn't cover, we'd be happy to answer them

Salesmate is available everywhere

Works on all major web browsers on Windows and Mac. Available on iOS and Android. Sell from your Gmail Inbox using Salesmate Chrome Extension

Happy & Growing Customers

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

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

Fantastic value for a CRM platform with easy staff onboarding and great back-end webhook integration support.

Ian Ray

CTO – Airshark

 
 
 
 
 

Build New and Lasting Customer Relationships

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