Perfect for small teams
Best value for growing teams
Multiple pipeline management
Notes & follow-up activities
Product / Services management
Set Monthly, Quarterly, Yearly Goals for each individual
on your team in terms of Sales Revenue OR Number of Deals
Integrates with Google & Microsoft* Calendars.
Custom module names
Custom pipelines & stages
Custom deal win probability
Deal board (pipeline) view
Custom activity types
Attach files from your desktop or
from Google drive with each record.
Add & pin notes
Email SMTP & Bcc forwarding
Integration via IMAP
Email full sync
Smart email reminders
Click to call
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
Set Welcome, Hold, Busy, Unavailable
messages either as text or mp3 audio.
Cold & Warm Transfer
Auto recording or optional recording
of incoming and outgoing calls
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
Number of workflows
Number of emails (workflow)
Date based workflows
Cross module reports
Chart & grid reports
Call log reports
Email template usage analytics
Identify contacts from email
Quick create contact from email
Create contacts, companies, deals, activities
360 degree contacts view
Locate on map
Calling from app
Texting from app
In case of no VoIP integration log calls as activities
and take notes during the call. ( No recording )
Google drive, Team drive
Clearbit - contact enrichment
Piesync - contact sync
WordPress contact form 7 plugin
WordPress gravity form plugin
Sales revenue - goal management
Won Deals - goal management
Email open & click tracking
Migration from other CRMs
Two fixed roles ( CEO & Manager )
in Starter. Custom Roles in Growth.
Global data sharing
Email sharing permissions
Team inbox permissions
Restrict users from log in to
Salesmate from specific IPs.
Two - factor authentication (2FA)
Extensive help resources:
Support Portal & Videos
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, 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. Credit card is our preferred mode of payment. We also accept bank transfers only for annual subscriptions or amount exceeding $500. Contact email@example.com to find out more.
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
Join our 2500+ happy customers