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.
All prices are in US dollar
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
NewCustom 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
Multi currency
User mentions
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
Email storage
Sequences
Sequence Emails
Click to call
Skype
Facetime
Knowlarity
Any browser supported SIP
Salesmate Inbuilt voice & text
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)
NewVoicemail Drop
NewAdd-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
Workflow management
Number of workflows
Number of emails (workflow)
Date based workflows
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
Identify contacts from email
Quick create contact from email
Create contacts, companies, deals, activities
360 degree contacts view
Email tracking
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 )
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
Record limits
Number of Contacts, Companies, Deals, Activities, and Products.
File storage
General DB Space, File attached to records and Call Recordings.
Email storage
Data import
Data export
Migration from other CRMs
Profile permissions
Security roles
Two fixed roles ( CEO & Manager )
in Starter. Custom Roles in Growth.
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)
Self service
Extensive help resources:
Support Portal & Videos
Chat
Remote / Screen sharing with audio
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.
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.
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.
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.
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.
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
Works on all major web browsers on Windows and Mac. Available on iOS and Android. Sell from your Gmail Inbox using Salesmate Chrome Extension
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.
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.
VP, Business Development – HoldMyTicket
Fantastic value for a CRM platform with easy staff onboarding and great back-end webhook integration support.
CTO – Airshark
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