Contact Management
Deal Management
Task, meetings, and notes tracking
Custom segments and filters
Record bulk actions - assign, merge, delete, and close
360 view for deals, contacts, accounts
Automatic lead and task assignment
Sales forecasting
Automatic contact data enrichment (Clearbit)
Lead capturing from website
Sales collaboration using user mentions
Built-in email client - supports Gmail, Outlook, Yahoo, and private email providers
Send and receive emails from Salesmate
Sales email forwarding with smart BCC
Powerful Two-way Email Sync
Sales Email Templates
Email Open and Click Tracking
Email Template Performance Reports
Email Scheduling
Real-time Email Alerts (the notifications of emails)
Automating Email Logging for Contacts, Deals, Companies
Built-in Calling
Call Recording
Auto Call Logging
Manual Call Logging
Call from Mobile
Native integration with RingCentral
Send Text Messages (through Integration)
Call using Skype, Google Hangout, FaceTime, etc.
Sales & Pipeline Insights
Activity Insights
Custom Reports & Custom Dashboards
Sales Forecasting Reports
Sales Goals & Leaderboards
Automatic Lead Assignment
Custom Sales Workflows
Automated Task & Activity Management
Automate emails & alerts
Update external software with WebHooks
Sell from Gmail Inbox (using Chrome Plugin)
Email Tracking for Gmail
Salesmate for iOS
Salesmate for Android
Mobile Sales Inbox
Map Search
Google Integrations for Gmail, Contacts, Calendar, Drive, Docs, and Chrome
Slack
Wufoo
MailChimp
Squarespace
Zapier
Clearbit
API Access
Flexible to fit - customize sales pipelines, forms, fields, tasks, lists
UnlimitedCustom Fields
UnlimitedStorage Space
1GB / userFine-grained security & permissions
No credit card required. Cancel anytime
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.
We accept Visa, MasterCard, Discover and American Express. For annual payments, we can issue invoices and accept POs. Credit card is our preferred mode of payment. We also accept bank transfers only for annual subscriptions or amount exceeding $500. 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
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!
CEO - Alanic International
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
Salesmate is very easy to use and affordable. It’s a one stop shop when it comes to managing my clients.
Fashion Designer - Irregular Exposure
I’ve been using this platform for over a month now and have seen my productivity double!
Director of Partnerships
Fantastic value for a CRM platform with easy staff onboarding and great back-end webhook integration support.
CTO – Airshark
With Salesmate, it’s simple, personal and productive for everyone. Sign up for a 15-day risk-free trial today.
Try Salesmate For Free