Product Updates

Salesmate is getting better every day. Find all the latest Salesmate CRM feature updates here.

Update December 01, 2021
Edit data directly from your List Views 

Edit Contact, Company, Activity, and Deal records directly from the list view.

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Update December 01, 2021
Activity Widget is available for Dashboard 2.0

We have brought your favorite activity widget to show your due and upcoming activities

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Update December 01, 2021
Native Activity reminders

Get notified of your scheduled Activities on time.

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Update December 01, 2021
Improvised Text Inbox

Text Inbox screen now shows two views - All & Inbox

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Update December 01, 2021
Identify lead sources with UTMs

Capture UTM fields using Webforms and Meeting Scheduler.

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Integration November 01, 2021
Google Meet Integration

Salesmate CRM is now natively integrated with Google Meet. Don't forget to check it out.

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Integration November 01, 2021
Microsoft Teams Integration

Now Salesmate CRM has native integration with Microsoft Teams. Check it out!

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Update November 01, 2021
Custom launcher icons for Chat Messenger

Choose from a predefined icon set or custom logo as your Chat Messenger launcher icon.

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Update November 01, 2021
More power to Mobile Apps

Now your favorite apps like QuickBooks, Xero, DocuSign, PandaDoc are available inside Salesmate's iOS and Android apps.

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Integration October 01, 2021
Zoom Integration

The most awaited Zoom + Salesmate integration is finally live. Now you can send Zoom meeting details from your activity invites automatically.

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Update October 01, 2021
Share Team Inbox conversations

Now you can share your Team Inbox conversations via URLs with your teammates.

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Update October 01, 2021
Prefill your Web Forms

Now you can prefill your Salesmate Form fields by passing data to the embed URLs.

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Update October 01, 2021
Create multi-page forms with ease

The system will remember the visitor information once they fill up the Salesmate form or book a meeting. This enables you to create multi-page forms to collect data from your users and save them from typing the same information again and again.

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Update October 01, 2021
Capture Name and Email before starting a chat

Now a visitor needs to submit their name and email while starting a fresh chat conversation.

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Update October 01, 2021
Choose team member who can start a new chat

Now get the flexibility to choose who can start a new chat conversation or re-open the old conversations within your team.

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Update October 01, 2021
Avoid scrolling to find applicable filters

We have changed our Contact, Company, Activity, and Deals filters. Now, it will not show all available fields but will only present the applied filters by default. So you don't have to scroll down to find the applicable filters.

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Update October 01, 2021
Unsubscribe with branded domains

Unsubscribe links will also follow your domain branding.

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Update October 01, 2021
Reply to emails easily with hidden quoted text

Now emails will hide quoted text at the time of replying so that you don't have to scroll the entire email thread.

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New August 15, 2021
Meeting Scheduler

Salesmate’s product team has been vigorously working on resolving the hassle that goes behind scheduling meetings. Hence, came about Salesmate’s Meeting Scheduler!

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Update August 15, 2021
Acvitiy module has a new look now!

To make the platforms work better with all the new features and functionalities, few changes has been applied to the activity module.

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Update July 05, 2021
Set your default pipeline
Set your default pipeline

Choose a default pipeline and it will be selected whenever a new deal is created.

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Update July 05, 2021
Bulk actions for failed contacts under Sequences

Set up bulk operations for all bounced and failed emails in your sequences.

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Update July 05, 2021
Download chat transcript

Have a record of your conversation history by downloading chat transcript in text format.

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Update July 05, 2021
Conversation quick view

Track any recent conversation without switching between multiple screens with quick view option.

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Update July 05, 2021
Email threading order

Set an order for your email threads based on your preference for optimal efficiency.

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Update July 05, 2021
Messenger is now faster and lighter

Messenger widget is now faster and lighter so it can load on your website quicker than ever before.

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New July 05, 2021
Automation Journeys

Automate your entire customer journeys covering all the touch points.

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Update June 14, 2021
Customize your deal cards

Choose the fields you want to add to your deal cards and only view important information.

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Update June 14, 2021
Snooze chat conversation

Snooze a conversation to put it on hold and get reminded to follow up later.

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Update June 14, 2021
View recent conversations

Get access to all your recent conversations from the new widget inside the messenger inbox and contact details.

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Update May 27, 2021
Create deal or activity from Messenger/Text screen

Plan a new activity or create a deal for the customer while conversing with them on Messenger or via Text messages.

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Update May 27, 2021
Create deals using workflows

Auto-create deals whenever a new contact or company is added inside the system. Now, create deals on the go.

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Update May 27, 2021
Enroll contacts to sequence using workflows

Now get the liberty to auto-enroll contacts to sequences using workflows.

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Update May 27, 2021
Decide ownership of Web forms

Get the freedom to choose the owner of each web form and manage data efficiently.

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New May 27, 2021
Tag conversations

Now you can tag your conversations inside Messenger for better management and also use the search functionality to find conversations.

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New May 27, 2021
Canned responses

Create canned responses and quickly respond to the frequently asked questions and deliver a better user experience.

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New May 27, 2021
Search directly from Messenger

Search and filter your data quickly using this new search functionality from Messenger.

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Update May 27, 2021
Launched Dashboard 2.0 for IOS/Android apps

Now get access to insightful reports right from your mobile screens.

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Update May 27, 2021
Block unwanted callers - Mobile Apps

No more spam! Now block spam callers right from your mobile call logs or contacts list.

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New May 03, 2021
Introducing chat messenger (Beta)

Salesmate has launched a Messenger (live chat) functionality so you can connect with your website visitors in real-time.

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New May 03, 2021
Business card scanner to collect data faster - Mobile App

Our business card scanner enables you to capture contact information and store it directly in your Salesmate mobile app.

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Integration March 31, 2021
Salesmate + PandaDoc Integration

Seamlessly keep track of all your proposals, exchange crucial information, eSign contracts with Salesmate and PandaDoc integration.

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New March 31, 2021
Introducing Web forms

Salesmate is here with a simplified solution for capturing high-quality leads by creating smart web forms.

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Update March 31, 2021
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Integration February 10, 2021
Exchange e-signed agreements and contracts with DocuSign

Integrate DocuSign with your Salesmate CRM and send e-signed agreements quickly to your clients,

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Update February 10, 2021
Six new reports for improved team efficiency

Get detailed reports of call summary, the deals that you won, and its amount to analyze the performance of your sales team.

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Update February 01, 2021
Custom email tracking domain to improve email credibility

Get your personalized domain to track email clicks and open to have better email delivery.

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Update February 01, 2021
Texting made easy with more cotext on text screen

Get all your customers' details from the sidebar on your text screen and have seamless conversation.

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Update February 01, 2021
Fresh look for your ease of use

Increase your productivity with improvements that help you get a clear view of your contacts.

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Update February 01, 2021
Detailed call logs, text filters and much more for better experience

Get insights with text filters, become more productive with enhanced sequence filters and get detailed call logs.

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Update December 08, 2020
Sort by deal value in board view

Easily filter high-value deals on the top of the deal board by opting for value-based sorting.

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Update December 08, 2020
Auto-stop recording to avoid any hassle

The recording will be automatically stopped when you receive a call while listening to a voicemail or old sales call.

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Update December 08, 2020
Search users while call transfer

Easily find the user or the number using quick search and transfer the call to provide real-time assistance to your valuable clients.

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Update December 08, 2020
Optimize Bell notifications for important updates only

Choose which notifications should be displayed under the bell notification center by enabling the bell notification for specific activities that are important to you.

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Update December 08, 2020
Get more context from deal notification emails

Get better context to the deal notification emails by getting the deal name, contact name, and the associated company name inside the emails.

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Update December 08, 2020
Assign a deal title automatically while creating a new deal

Now you no longer need to add the deal name manually while creating a deal. The deal names will be automatically assigned by fetching the company name.

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Update December 08, 2020
Quick contact views from sequence scheduled list

Now access contact information at a click from the list of scheduled email under sequences.

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Update December 08, 2020
Adding Last Name isn’t a compulsion anymore

The compulsion of adding the Last Name is removed. Now you can either provide a first name or last name and create or import a new contact with ease.

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New December 08, 2020
Keep vital and sensitive data secured with passcode

Use passcode functionality and add an extra layer of security to prevent any possible data theft.

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New December 08, 2020
Fill up the missing details with Clearbit integration

Auto profile enrichment is now also available in the mobile app with Clearbit integration.

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Update December 08, 2020
Capture attention with compelling media-rich emails

Compose an email from your Salesmate mobile app and add images and documents from your phone’s gallery or file manager.

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Integration November 13, 2020
Native integration for Xero

Now simplify the tedious task of managing payments, estimates, invoices and get a streamlined view of all your financial records within Salesmate CRM.

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New November 13, 2020
A faster and more powerful Import engine

We have revamped our import engine to make it more powerful and better than before.

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Update November 13, 2020
Mobile app enhancements

Get more productivity and campaigning features with these new mobile app enhancements.

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New October 06, 2020
Introducing Reports 2.0 and Dashboard 2.0

Check out the all-new Dashboard and Reports for better and in-depth sales analytics.

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New June 14, 2020
Presenting Power Dialer for your team

Salesmate Power Dialer is here to level up your calling productivity.

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New June 14, 2020
Introducing all-new Boost plan

We are coming up with a new pricing plan called "Boost", specially designed for growing sales teams.

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New June 14, 2020
Introducing Teams

Now you can create a team and notify all members at once!

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New June 14, 2020
Voicemail Drop

No repetition of dropping voicemail for every unanswered call anymore!

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Update June 14, 2020
Filters in Team Inbox

Declutter your Team Inbox conversations with newly added Filters.

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Update June 14, 2020
Enroll deals into Sequences

Bulk enroll deals and make contacts a part of a Sequence.

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Update June 14, 2020
Bulk activity creation

Create bulk activities for Contacts, Companies, and Deal modules.

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New May 17, 2020
Form relationships between records using Lookup Fields

Relate your records using Single & Multiple type Lookup Fields.

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Update April 12, 2020
List views are even more customizable now

We have improved List Views with two important additions.

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Update April 02, 2020
Call log filters in mobile app

Now bifurcate calls using newly added call log filters in mobile app too.

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New February 03, 2020
Send MMS with text messages

Now share images, videos, documents, and audio files with text messages.

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Update February 03, 2020
More flexibility in Sequences

Edit content, change SMTP, and change the phone number of an ongoing sequence.

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Update February 03, 2020
Call log filters

Get better bifurcation of calls using newly added filters.

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Update February 03, 2020
More details in Calling Popup

See alias and phone number types in Calling Popup.

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Update February 03, 2020
Bcc: Auto-link your emails with contacts

Auto-associate forwarded Bcc emails with existing contacts in Salesmate.

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New February 03, 2020
Contact and Company types

A new field for both contact and companies with color-coding that helps you categorize your records in a much more efficient manner.

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Update February 03, 2020
Associated Contacts - New Smart field for company

Get a new smart field inside Salesmate for the company module that will auto calculate the number of associated contacts with a company.

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Update February 03, 2020
Quick Activity Filters

A revived activity listing page, giving you more options to filter activity quickly using activity types and due period.

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Update February 03, 2020
New User Screen

An improved user listing screen to show better and clear information about user ids and whether they have enabled Two-factor authentication or not.

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Update February 03, 2020
Better Handling of Missed Calls

Now any missed incoming call will not be auto-logged as a closed activity. Instead, will remain in open status. So the user doesn't miss that out and can manually close it.

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Update February 03, 2020
Mobile app updates

Calendar view and text conversation view is now available on Salesmate mobile apps too.

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Update December 24, 2019
Two-Factor Authentication (2FA)

Double the security of your Salesmate account with Two-Factor Authentication (2FA).

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Update December 24, 2019
Automate Birthday and Anniversary greetings

Send emails and texts to your prospects and customers on their birthday and anniversary using workflows.

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Update November 19, 2019
Manage the number of rings

Choose the number of seconds your phone will ring before calls get transferred to voicemail or other users.

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Update November 19, 2019
Mark your views as Favorite

Now you can mark your most-used views as favorite and find them easily in a dedicated section.

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Update November 19, 2019
Add Instagram account of your contacts

With Facebook, Twitter, and LinkedIn, now you can include Instagram account of your contacts.

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Update November 19, 2019
Sent folder in text messages

You will be able to see the sent text messages along with Inbox and Scheduled.

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Update November 19, 2019
Immediately enroll contacts in a sequence

Now you can add any contact in the existing sequence and execute the first step immediately.

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Update November 19, 2019
Team Inbox follower list

Now you can see the list of your teammates who are following a particular team inbox.

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Update November 19, 2019
Call Masking

Start using your personal number by masking it with your business number.

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Update November 19, 2019
Calendar view

Added calendar view for helping you manage all your sales activities in a better way.

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New October 16, 2019
Sequences

Salesmate CRM adds sequences for strengthening your outreach. Now embrace automation for quickly reaching your potential buyers.

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Update October 16, 2019
Text conversation view

Text messages with upgraded text conversation view to get better insights inside Salesmate.

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Integration October 16, 2019
Native integration for QuickBooks

Salesmate CRM becomes finance savvy. Now manage all your financial data inside the smart intelligence software without switching apps.

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Update September 30, 2019
Mobile app: Activity recurrence, rescheduling, and quick action in geo-location screen

Decide activity recurrence, reschedule it, and do much more within geo-location screen.

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Update July 17, 2019
Fresher Salesmate CRM

Salesmate CRM now has a fresher interface, faster loading speed, mode preference and much more in this new update.

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New June 07, 2019
Mobile app: Smarter advance filters

Get advance filters functionality on your mobile CRM that enables micro level search inside any module.

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New June 07, 2019
Mobile app: Text message scheduling

Salesmate mobile apps will now allow users to add templates to their texts and schedule it as per their client’s or prospect’s geographical location.

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New June 07, 2019
Mobile app: On-the-go activity logging

Salesmate new update makes it easier for sales reps to log their past activities and also schedule a follow-up activity for the same deal, company or contact from their mobile devices.

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Update May 27, 2019
Access shared team inbox from your smartphone

Salesmate CRM brings team inbox functionality for your iOS and Android devices as well. Now, quickly resolve customer queries and keep your customers happy.

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Update April 29, 2019
Save calls against companies

This update will allow users to communicate important deal-related information or update businesses regarding any upcoming schedule over a phone call or text message.

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New April 29, 2019
Track on-field sales team members

By using this feature every business owner and manager will be able to track the location from where the sales rep(s) created contacts, companies, activities or deals.

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Integration April 29, 2019
MPZMail Integration

With this integration in place, all your future contacts will auto-sync, so you do not need to shuffle between two systems.

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New March 05, 2019
Shared team inbox

Salesmate brings collaborative workspace for managing emails with Shared Team Inbox update. A collaborative workspace that combines team efforts and solves customer queries with better efficiency.

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New February 25, 2019
Call transfer on Android app

If you are using Salesmate mobile app for Android smartphone, you can now transfer your call to your colleague for providing better experience.

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New February 25, 2019
Product and service management

Salesmate CRM has now released it's brand new feature - Product and services management to keep the track of what you are selling. Add products and services that your business offers, associate them with deals and manage seamlessly inside Salesmate CRM.

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Update February 25, 2019
Multiple attachments on Mobile

Users will be able to insert multiple attachments at a time while sending emails to their prospect or clients

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New February 25, 2019
Mention users within your mobile CRM

Now, use @mentions to get someone’s attention and quick updates.

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New February 25, 2019
Call transfer on iOS app

If you are using Salesmate mobile app for iPhone or iPad, you can now transfer your call to respective person.

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Update February 25, 2019
Attach email to a deal on mobile

When you receive an email, just select the relevant deal you want to attach the email conversation.

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New February 25, 2019
Quick sorting in mobile CRM

Salesmate has added sorting options in the mobile CRM app so that you can search whatever you need with just a few clicks.

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New February 25, 2019
HTML support on mobile

Easily use the templates created on your web app and send it through Salesmate mobile app with or without editing it.

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New February 25, 2019
Email threading to your smartphone

Get full context of your past conversations with your prospect or client at your fingertip.

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Update February 25, 2019
Smart insights

Enhance your salespeople’s on-the-go sales productivity without the need of accessing the data on desktop app.

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New October 08, 2018
Transfer calls within Salesmate

Salesmate built-in phone system has now become more powerful with call transfer. You can transfer an ongoing call to your teammate, or a phone number.

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New October 08, 2018
Email threading

Get all your email conversations organized with email threading. All your emails from a single conversation are grouped together in a single thread.

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Update October 08, 2018
Upgraded chrome plugin

Salesmate chrome plugin for gmail has now become more powerful with simplified list view, quick sorting, and click to add records.

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Integration October 08, 2018
Google team drive support

Salesmate CRM now supports Google team drive for better document collaboration. Save time and seamlessly collaborate with the team.

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Integration October 08, 2018
Knowlarity click-to-call integration

If you are using SuperReceptionist by Knowlarity for your business, you can integrate it with Salesmate.

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Update October 08, 2018
Set your deal win probability

We have updated the functionality; allowing you to set win probability for each deal irrespective of stage. This will only affect the deals where you enable manual changes by users.

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Update September 07, 2018
Send SMS from Mobile CRM

Send and receive text messages directly from the Salesmate mobile CRM app available for iOS and Android.

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New September 07, 2018
Media Manager

Easily add images and email signatures with propers CTAs to beautify your email and boost the conversion rate.

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Update September 07, 2018
Contact Deduplication

By rolling out our duplicacy management update, you can now be assured to avoid contact redundancy drawbacks.

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New August 24, 2018
Call from Your Mobile

Make and receive calls from your Salesmate mobile app...

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Update August 24, 2018
Global Search

Global search UI/UX improvements in Salesmate web app...

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Update August 24, 2018
Chrome Plugin

New and improved chrome plugin supporting new Gmail...

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New July 23, 2018
Text Messaging

Reach out to a large number of prospects and customers with text messaging...

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New July 23, 2018
Email deliverability with DKIM

With Domain Key Identified Mail (DKIM) you can now send out emails from Salesmate using your own email id...

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New July 10, 2018
Built-in Calling

Salesmate CRM has now released built-in calling feature for effective sales calls...

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New July 10, 2018
Auto Associate Email Threads with Deals

Email messages from the same conversation will be grouped together...

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New July 10, 2018
Smart Activity Reminders

Set smart reminders against outbound emails to remind yourself to follow up on important emails and never miss a critical conversation...

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New July 10, 2018
Microsoft Calendar Integration

Synchronise the activities in your CRM system with your online Microsoft Office 365 calendar and Microsoft exchange calendar...

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Update July 10, 2018
Mobile App Updates

Work efficiently and find all the information you need at one place without putting in extra efforts...

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Update July 10, 2018
Salesmate Customizations

Salesmate updates about deal board views, layout, activity status, and many more...

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Update July 10, 2018
Aesthetic Design and Intuitive Features

We have rolled out some exciting updates which will enhance your productivity and simplify the sales management process...

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Integration July 10, 2018
IndiaMART Integration

Automatic Lead Capture from IndiaMART, India’s largest online marketplace connects buyers with suppliers...

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Update July 10, 2018
iOS App Feature Updates Feb 2018

Get direction on map from contact detail, quickly call or email, actionable updates for deal etc...

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Integration July 10, 2018
Mega Integrations

Mega integration updates for October 2017...

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New July 10, 2018
Geolocation in Mobile Apps

Fetch the contact information of your prospects and clients within 100-mile radius of your current location...

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New July 10, 2018
Smart Filters

Filters are available on all the list view across all modules viz. contacts, companies, activities, and deals...

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New July 10, 2018
Data Export

Exporting data made easy with Salesmate latest update...

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New July 10, 2018
Data Import

Experience an improvised import with Salesmate...

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Integration July 10, 2018
PieSync Integration

Set up a two-way contact sync between Salesmate and any of your desired cloud-based application and seamlessly transfer your contacts...

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New July 10, 2018
Gravity Forms Salesmate Add-on for WordPress

Do not need to dig into your emails to find a potential lead. They will appear in your CRM’s contact database to connect instantly.

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Update July 10, 2018
Tag management

This makes it easier for your sales team to pull up any record of that contact by searching the tag that particular contact is associated with.

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New July 10, 2018
Call tracking in mobile apps

Logging and tracking all your outgoing calls is now easier with Salesmate’s iOS and Android app.

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Integration July 10, 2018
Zapier Integration

We have added eight new zaphooks to the Zapier-Salesmate integration

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Integration July 10, 2018
Slack Integration

Fosters teamwork by centralizing all the communication of the team at one place...

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Integration July 10, 2018
Google Drive Integration

Have a hassle-free management of your common business documents...

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