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Salesmate is getting better every day. Find all the latest Salesmate CRM feature updates here.
Experience a more flexible, customizable, and modern successor.Read More
Salesmate now offers an easy-to-click Feature to Import the Consent inside Salesmate for an email campaign, if, you already have the Consent captured beforehand from your recordsRead More
Salesmate has taken a significant step forward by providing the capability to create Custom Modules, offering the means to tailor your CRM system to precisely align with your organization's distinct business processes and data management requirements.Read More
The new "Customize Sidebar" feature empowers you to take control of your workspace, enabling you to prioritize and access the features that directly align with your organization's specific business objectives.
Salesmate now allows you to Split Deal Credits, ensuring equitable recognition of each team member's contribution by accurately distributing credit for a single deal in the sales team.Read More
Salesmate has enhanced the Listing operations to provide you with a powerful suite of capabilities. You can swiftly customize your columns by adding or removing them and even collapsing them for a cleaner view. Renaming fields is a breeze, and you can effortlessly add multiple views as tabs, allowing you to switch between them with ease.
In the latest version, Salesmate has introduced the Quick Search option, where you can search the Records based on specific fields, and is conveniently available within the Contact, Company, and Deal Modules Listing Screen and the Board View.
Salesmate has introduced the Tag Customization feature, allowing you to create a visual and tailored system for organizing your data that's not only aesthetically appealing but also aligned perfectly with your unique requirements.Read More
Salesmate introduces “Set Required Rule” features within fields to ensure that crucial data containing vital information is captured in Salesmate, enhancing data management. This ensures data completeness and accuracy.
Salesmate has introduced an enhanced level of control for your CRM system. With the ability to set visibility rules for fields, sections, and layouts, you can now tailor the user experience to match your unique workflow.
Field Level Permission is a feature that enables you to control access to specific fields in your system. It allows you to define who can view or edit particular fields, ensuring data security and privacy.
Salesmate offers a mechanism via Webform to capture the Consent to collect and store information about your customer's preferences when it comes to marketing.Read More
Learn how easy it is to shoot email marketing campaigns with this new feature!Read More
Now you can email the entire conversation captured by chat journey to your team or a teammate.Read More
Now you can use "New Conversation" Trigger to start your journey when you would like the visitors to answers certain set of questions or capture information.Read More
Import Companies, Contacts, Deals, Activities, and Notes from HubSpot to Salesmate without any hassle.Read More
View the associated Company widget in the Contact detail view with customization of up to 10 fields.Read More
Add associated Contacts in Company Detail View and customize it up to 10 fields.Read More
While you try to create a new company, we will show you a list of matching company names already existing within the system to avoid creating duplicate records and have better control over data sanity.
Want to log a quick note in a Contact, Company, or Deal record? No need to jump between screens; just hit the “+” button from the top bar and choose the “Add Note” option.
We have added emojis to our rich text editors. So now you can write notes with some emojis in 'em.
Check out 3 important updates for Chat usersRead More
Identify contacts associated with different Sequences with their respective stages, so you can plan your communication in a sensible way.Read More
Target a specific audience to show personalized messages, offers, promotions, etc. with Chat JourneysRead More
Associate multiple tags to conversations handled by Chat JourneysRead More
Bring out lead data from your lead source emails automaticallyRead More
In Automation Journeys, you can create new contacts when text messages are received from unknown numbers. Salesmate will use the phone number as the name and create a new contact.Read More
Adding three new BigCommerce widgets for store owners with crucial insights.Read More
Now Salesmate custom email tracking links are SSL supported, so no more blocking by email or virus scanners tools. It will give your customers peace of mind that they are not clicking anything spammy.
New contact filters to know who opened or replied to an email with a subject, campaign, or template.Read More
We have added a new option to send a test email and text before making a Sequence live.Read More
Our chat journeys now support a new trigger called “Event”.Read More
Deal stage duration reports provide you with detailed insights about how long each deal spends in each stage of your Sales pipeline.Read More
Now you can see all the versions of an Automation Journey, starting from the first version you Published.Read More
A new Action in Automation Journeys will help you associate Activities with the most relevant active Deals automatically.Read More
Segregate conversations and understand the trends over time with Conversation Tags Report. Add the new widget to your Dashboard now!Read More
See the progression of deals through the pipeline with a Sales Funnel Report.Read More
Easily navigate between records using the Next (J) and Previous (K) buttons. This will work for the list view of Contacts, Companies, Activities, Deals, and Products.Read More
From now onwards, you can change the step content, and it will be auto-updated for the contacts who haven’t reached that step.Read More
Introducing Brand Book!Read More
Now, you can see “Company” fields in Smart Segment as well. You can also access all the custom fields you’ve created in Company Module in Smart Segment.
Style Web Forms using Cascading Style Sheets (CSS)Read More
Exciting changes in the way you see deal board and cards!Read More
Pop-out the email compose box to a new window while you can freely access other screens.
View records or navigate between screens while composing the email. We've moved the "Insert Template" and "Meeting Scheduling" options to the top of the compose box.
Quickly find the Salesmate Score near the contact profile photo within the contact detail and quick view.Read More
Provide in-app support to your customers using Salesmate Chat SDK for both - iOS & Android.Read More
RingCentral integration is now compatible with the latest version of RingCentral app.
Salesmate will show additional metadata in timeline entries when an app or third-party integration updates your contact data.
You can do this using Ctrl + C and Ctrl + V. For Mac users; it’s Cmd + C and Cmd + V.
Team Inbox will auto-refresh now and stack new emails at the top.
Now create reports using cross-relationships with Google Data Studio. Our GDS reports now support lookup fields.
Hold any button and scroll left-right!
We have added two new date formats: DD/MM/YYYY & MM/DD/YYY.
Test your microphone and headset before making calls for a better conversational experience. Find the “Device Settings” in the Dialer Popup.
No need to manually refresh for new texts or emails anymore. Your conversation views will auto-refresh when new notifications come in.
You can quickly refresh the Recent Events for any Contact without refreshing the entire window. Find the new refresh button right in the Recent Events widget.
Calculate complex calculations automaticallyRead More
Intelligently distribute your entire text message queue across a pool of source numbers.Read More
Create beautiful banners using Chat Journeys and place them on your website.Read More
Now you can customize the welcome greetings for your meeting page to express yourself in a better wayRead More
Every user can view their Active Devices and Access HistoryRead More
Admins can view all the active devices of any user and access history.Read More
One more security permission to allow users to control the deletion of call recordings and logs.Read More
In mobile apps, you can access reports in landscape view with various filters.Read More
Two of your favorite widgets in Salesmate mobile apps – My Agenda & My ActivitiesRead More
An automation-driven chatbot for customer conversations and lead capturing.Read More
We’ve added a calendar view, so you can reschedule activities in fewer clicks.Read More
An option to email everyone associated with a particular activity.Read More
Use Up & Down keys of the keyboard to switch between emails. Works for Inbox & Team Inbox, both.Read More
reCAPTCHA will be invisible at the bottom of the form and only be activated when a bot-like activity is detected.Read More
Now you can select Contacts in bulk and choose operations like sending texts, emails, or adding them to a list for further automation.
Invite your contacts to join Google Meet or Microsoft Teams meetings directly from mobile apps.
Get notifications on your scheduled activities on time. Just define the time duration you want the notification prior to the activity.
Send text messages to phone numbers without adding them to your Contacts. It is much easier to send a text message to an unknown number and move the conversation forward.
View contact’s basic details, past conversations, recent events, and page views from the messenger inbox and contact detail page.
Now you can add/remove contacts to an ongoing messenger conversation.
Edit Contact, Company, Activity, and Deal records directly from the list view.Read More
We have brought your favorite activity widget to show your due and upcoming activitiesRead More
Get notified of your scheduled Activities on time.Read More
Text Inbox screen now shows two views - All & InboxRead More
Capture UTM fields using Webforms and Meeting Scheduler.Read More
Salesmate CRM is now natively integrated with Google Meet. Don't forget to check it out.Read More
Now Salesmate CRM has native integration with Microsoft Teams. Check it out!Read More
Choose from a predefined icon set or custom logo as your Chat Messenger launcher icon.Read More
Now your favorite apps like QuickBooks, Xero, DocuSign, PandaDoc are available inside Salesmate's iOS and Android apps.
The most awaited Zoom + Salesmate integration is finally live. Now you can send Zoom meeting details from your activity invites automatically.Read More
Now you can share your Team Inbox conversations via URLs with your teammates.
Now you can prefill your Salesmate Form fields by passing data to the embed URLs.
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.
Now a visitor needs to submit their name and email while starting a fresh chat conversation.
Now get the flexibility to choose who can start a new chat conversation or re-open the old conversations within your team.Read More
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.
Unsubscribe links will also follow your domain branding.Read More
Now emails will hide quoted text at the time of replying so that you don't have to scroll the entire email thread.
Salesmate’s product team has been vigorously working on resolving the hassle that goes behind scheduling meetings. Hence, came about Salesmate’s Meeting Scheduler!Read More
To make the platforms work better with all the new features and functionalities, few changes has been applied to the activity module.Read More
Choose a default pipeline and it will be selected whenever a new deal is created.Read More
Set up bulk operations for all bounced and failed emails in your sequences.Read More
Have a record of your conversation history by downloading chat transcript in text format.Read More
Track any recent conversation without switching between multiple screens with quick view option.Read More
Set an order for your email threads based on your preference for optimal efficiency.Read More
Messenger widget is now faster and lighter so it can load on your website quicker than ever before.
Automate your entire customer journeys covering all the touch points.Read More
Choose the fields you want to add to your deal cards and only view important information.Read More
Snooze a conversation to put it on hold and get reminded to follow up later.Read More
Get access to all your recent conversations from the new widget inside the messenger inbox and contact details.Read More
Plan a new activity or create a deal for the customer while conversing with them on Messenger or via Text messages.
Auto-create deals whenever a new contact or company is added inside the system. Now, create deals on the go.
Now get the liberty to auto-enroll contacts to sequences using workflows.
Get the freedom to choose the owner of each web form and manage data efficiently.
Now you can tag your conversations inside Messenger for better management and also use the search functionality to find conversations.Read More
Create canned responses and quickly respond to the frequently asked questions and deliver a better user experience.Read More
Search and filter your data quickly using this new search functionality from Messenger.Read More
Now get access to insightful reports right from your mobile screens.
No more spam! Now block spam callers right from your mobile call logs or contacts list.
Salesmate has launched a Messenger (live chat) functionality so you can connect with your website visitors in real-time.Read More
Our business card scanner enables you to capture contact information and store it directly in your Salesmate mobile app.Read More
Seamlessly keep track of all your proposals, exchange crucial information, eSign contracts with Salesmate and PandaDoc integration.Read More
Salesmate is here with a simplified solution for capturing high-quality leads by creating smart web forms.Read More
Integrate DocuSign with your Salesmate CRM and send e-signed agreements quickly to your clients,Read More
Get detailed reports of call summary, the deals that you won, and its amount to analyze the performance of your sales team.Read More
Get your personalized domain to track email clicks and open to have better email delivery.Read More
Get all your customers' details from the sidebar on your text screen and have seamless conversation.Read More
Increase your productivity with improvements that help you get a clear view of your contacts.Read More
Get insights with text filters, become more productive with enhanced sequence filters and get detailed call logs.Read More
Easily filter high-value deals on the top of the deal board by opting for value-based sorting.Read More
The recording will be automatically stopped when you receive a call while listening to a voicemail or old sales call.Read More
Easily find the user or the number using quick search and transfer the call to provide real-time assistance to your valuable clients.Read More
Choose which notifications should be displayed under the bell notification center by enabling the bell notification for specific activities that are important to you.Read More
Get better context to the deal notification emails by getting the deal name, contact name, and the associated company name inside the emails.Read More
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.Read More
Now access contact information at a click from the list of scheduled email under sequences.Read More
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.Read More
Use passcode functionality and add an extra layer of security to prevent any possible data theft.Read More
Auto profile enrichment is now also available in the mobile app with Clearbit integration.Read More
Compose an email from your Salesmate mobile app and add images and documents from your phone’s gallery or file manager.Read More
Now simplify the tedious task of managing payments, estimates, invoices and get a streamlined view of all your financial records within Salesmate CRM.Read More
We have revamped our import engine to make it more powerful and better than before.Read More
Get more productivity and campaigning features with these new mobile app enhancements.Read More
Check out the all-new Dashboard and Reports for better and in-depth sales analytics.Read More
Salesmate Power Dialer is here to level up your calling productivity.Read More
We are coming up with a new pricing plan called "Boost", specially designed for growing sales teams.Read More
Now you can create a team and notify all members at once!Read More
No repetition of dropping voicemail for every unanswered call anymore!Read More
Declutter your Team Inbox conversations with newly added Filters.Read More
Bulk enroll deals and make contacts a part of a Sequence.Read More
Create bulk activities for Contacts, Companies, and Deal modules.Read More
Relate your records using Single & Multiple type Lookup Fields.Read More
We have improved List Views with two important additions.Read More
Now bifurcate calls using newly added call log filters in mobile app too.Read More
Now share images, videos, documents, and audio files with text messages.Read More
Edit content, change SMTP, and change the phone number of an ongoing sequence.
Get better bifurcation of calls using newly added filters.
See alias and phone number types in Calling Popup.
Auto-associate forwarded Bcc emails with existing contacts in Salesmate.
A new field for both contact and companies with color-coding that helps you categorize your records in a much more efficient manner.Read More
Get a new smart field inside Salesmate for the company module that will auto calculate the number of associated contacts with a company.
A revived activity listing page, giving you more options to filter activity quickly using activity types and due period.
An improved user listing screen to show better and clear information about user ids and whether they have enabled Two-factor authentication or not.
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.
Calendar view and text conversation view is now available on Salesmate mobile apps too.
Double the security of your Salesmate account with Two-Factor Authentication (2FA).Read More
Send emails and texts to your prospects and customers on their birthday and anniversary using workflows.Read More
Choose the number of seconds your phone will ring before calls get transferred to voicemail or other users.Read More
Now you can mark your most-used views as favorite and find them easily in a dedicated section.Read More
With Facebook, Twitter, and LinkedIn, now you can include Instagram account of your contacts.
You will be able to see the sent text messages along with Inbox and Scheduled.
Now you can add any contact in the existing sequence and execute the first step immediately.
Now you can see the list of your teammates who are following a particular team inbox.
Start using your personal number by masking it with your business number.Read More
Added calendar view for helping you manage all your sales activities in a better way.Read More
Salesmate CRM adds sequences for strengthening your outreach. Now embrace automation for quickly reaching your potential buyers.Read More
Text messages with upgraded text conversation view to get better insights inside Salesmate.Read More
Salesmate CRM becomes finance savvy. Now manage all your financial data inside the smart intelligence software without switching apps.Read More
Decide activity recurrence, reschedule it, and do much more within geo-location screen.Read More
Salesmate CRM now has a fresher interface, faster loading speed, mode preference and much more in this new update.Read More
Get advance filters functionality on your mobile CRM that enables micro level search inside any module.Read More
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.Read More
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.Read More
Salesmate CRM brings team inbox functionality for your iOS and Android devices as well. Now, quickly resolve customer queries and keep your customers happy.Read More
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.Read More
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.Read More
With this integration in place, all your future contacts will auto-sync, so you do not need to shuffle between two systems.Read More
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.Read More
If you are using Salesmate mobile app for Android smartphone, you can now transfer your call to your colleague for providing better experience.Read More
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.Read More
Users will be able to insert multiple attachments at a time while sending emails to their prospect or clientsRead More
Now, use @mentions to get someone’s attention and quick updates.Read More
If you are using Salesmate mobile app for iPhone or iPad, you can now transfer your call to respective person.Read More
When you receive an email, just select the relevant deal you want to attach the email conversation.Read More
Salesmate has added sorting options in the mobile CRM app so that you can search whatever you need with just a few clicks.Read More
Easily use the templates created on your web app and send it through Salesmate mobile app with or without editing it.Read More
Get full context of your past conversations with your prospect or client at your fingertip.Read More
Enhance your salespeople’s on-the-go sales productivity without the need of accessing the data on desktop app.Read More
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.Read More
Get all your email conversations organized with email threading. All your emails from a single conversation are grouped together in a single thread.Read More
Salesmate chrome plugin for gmail has now become more powerful with simplified list view, quick sorting, and click to add records.Read More
Salesmate CRM now supports Google team drive for better document collaboration. Save time and seamlessly collaborate with the team.Read More
If you are using SuperReceptionist by Knowlarity for your business, you can integrate it with Salesmate.Read More
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.Read More
Send and receive text messages directly from the Salesmate mobile CRM app available for iOS and Android.Read More
Easily add images and email signatures with propers CTAs to beautify your email and boost the conversion rate.Read More
By rolling out our duplicacy management update, you can now be assured to avoid contact redundancy drawbacks.Read More
Make and receive calls from your Salesmate mobile app...Read More
Global search UI/UX improvements in Salesmate web app...Read More
New and improved chrome plugin supporting new Gmail...Read More
Reach out to a large number of prospects and customers with text messaging...Read More
With Domain Key Identified Mail (DKIM) you can now send out emails from Salesmate using your own email id...Read More
Salesmate CRM has now released built-in calling feature for effective sales calls...Read More
Email messages from the same conversation will be grouped together...Read More
Set smart reminders against outbound emails to remind yourself to follow up on important emails and never miss a critical conversation...Read More
Synchronise the activities in your CRM system with your online Microsoft Office 365 calendar and Microsoft exchange calendar...Read More
Work efficiently and find all the information you need at one place without putting in extra efforts...Read More
Salesmate updates about deal board views, layout, activity status, and many more...Read More
We have rolled out some exciting updates which will enhance your productivity and simplify the sales management process...Read More
Automatic Lead Capture from IndiaMART, India’s largest online marketplace connects buyers with suppliers...Read More
Get direction on map from contact detail, quickly call or email, actionable updates for deal etc...Read More
Mega integration updates for October 2017...Read More
Fetch the contact information of your prospects and clients within 100-mile radius of your current location...Read More
Filters are available on all the list view across all modules viz. contacts, companies, activities, and deals...Read More
Exporting data made easy with Salesmate latest update...Read More
Experience an improvised import with Salesmate...Read More
Set up a two-way contact sync between Salesmate and any of your desired cloud-based application and seamlessly transfer your contacts...Read More
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.Read More
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.Read More
Logging and tracking all your outgoing calls is now easier with Salesmate’s iOS and Android app.Read More
We have added eight new zaphooks to the Zapier-Salesmate integrationRead More
Fosters teamwork by centralizing all the communication of the team at one place...Read More
Have a hassle-free management of your common business documents...Read More