Product Updates

Custom Duplicate Rules on Mobile

Your duplicate management tools are now fully operational on mobile, ensuring clean data on the go.

Chat Availability Status

With 24x7 shifts, collaboration is key. Now you can see who’s online at any time to make teamwork smoother and faster.

New Export Format for Scheduled Email Reports

We’ve added Excel export options for scheduled reports, making it easier to work with your data outside of the platform.

Enterprise Account Impersonation

Admins can now assist users more effectively by impersonating accounts to help with setup and customizations—making onboarding and troubleshooting a breeze.

Call Transcriptions and AI Summaries (Beta)

With Call Transcriptions and AI Summaries, you can focus on the conversation while we handle the details. Salesmate automatically captures key points, like next steps and critical discussion highlights, so you don’t miss a thing.

Duplicate Management

With Salesmate Duplicate Management, you get to decide how duplicates are handled. Set up your own matching rules, choose to either warn users or block duplicates, and maintain clean, reliable data.

Enhanced Webforms

Webforms are evolving to help you gather better data. Now, you can add custom form-specific fields and even enable file uploads.

Snippets

Snippets let you save frequently used text—like quick replies, FAQs, or product details—and use them effortlessly across emails, chats, or text messages.

Quote Management

We’re excited to announce the launch of Salesmate's Quote Management feature. This feature simplifies creating, sending, and tracking quotes, making your sales process more efficient and professional.

Auto Increment Fields

Our Auto Increment Field allows you to automatically generate unique identifiers for deals, contacts, or any custom field where you need a running sequence.

Dark Mode

Dark Mode is available across all views and screens in Salesmate, providing a sleek, modern look that’s easier on the eyes

Sandy AI (Beta)

With Sandy AI, scheduling meetings has never been simpler. You can also quickly summarize chats, tickets, or email threads.

Smart Flows

With Smart Flows, you can automate repetitive tasks across all custom modules and tickets and even integrate with APIs for seamless communication with your favorite tools.

Integration With KrispCall

Integrating your Salesmate account with KrispCall enhances your sales and communication capabilities, allowing seamless management of calls and customer interactions. This guide will walk you through the integration process step by step.

Deal Rotten Date

Instead of just a Rotten Period, we’ve introduced a Deal Rotten Date. You’ll see this date in board views, list views, and detail pages, giving you a clear heads-up on when a deal’s gone stale.

Deal-based lookup fields

With our new Deal-based Lookup Fields, you can create associations between deals and other records. It’s a simple way to keep everything connected.

Filter and sort in Associated options in Widgets

We’re adding Filter and Sort options to your customization widgets, giving you the power to decide what data you see and in what order.

Triggers on WhatsApp and Facebook messages in chat journey

You can create Chat Journeys that trigger automatically when a new message comes in on WhatsApp or Facebook.

Related Ticket Widget

You could already see related tickets on contact and company pages, but now, you can view all active tickets from the same client directly from the ticket you’re working on.

Goal Management

We are excited to launch our comprehensive Goal Management feature. This tool allows you to create and track various types of goals, from creating records to tracking sales, completing activities, and service goals.

Multiple User Signatures

Our new Multiple User Signatures feature makes personalizing your emails and maintaining efficiency more accessible than ever. You can effortlessly create and select multiple email signatures per email account.

Enhanced Layout Widgets

Our layout widgets have been revamped to offer even more control and customization. The updated widgets now support sorting and filtering, allowing you to view records according to your specific needs.

Conversation Widget on Company Layout

This feature provides a comprehensive 360-degree perspective, enabling you to quickly review past interactions and gather insights before engaging in support or cross-sell activities.

Outbound Chat Message

Our new Outbound Chat Message feature enables you to initiate conversations directly with customers over chat or WhatsApp without waiting for them to start the conversation.

Better Readable Field Names in Variable Replacements

When adding variables to your email, text, or sequence templates, the variables will now display more human-friendly names you provided during field creation rather than using our internal naming conventions.

Facebook Lead Forms and Audience Sync

With our Facebook integration, you can capture new inquiries from Facebook business pages directly within Salesmate using our Lead Form integration.

Effortless Ticket Management

With Salesmate, you can effortlessly manage tickets and provide exceptional customer service. Our streamlined system allows for seamless communication with clients, ensuring that all inquiries are handled efficiently and effectively.

Empowering SLA Compliance

In addition to robust ticket management, Salesmate introduces Service Level Agreements (SLAs) to uphold top-tier support standards for your customers.

Manage, Send and Track Your Documents

Our next addition this May is Document Management. The purpose is quite straightforward. You don’t have to rely on external drives and cloud services to store sales or service docs.

Six new Chat Reports

We have introduced 6 new chat reports that’ll give you much more clarity and insights on chat behavior.

Drill-down on two performance reports

Activity Performance Overview and Deal Performance Overview reports now support drill-down.

Visibility Rule in the detail view for the top action bar

We have added a new option of Visibility Rule in the detail view for the top action bar.

Fast-track WhatsApp communication with templates

In our last update, we introduced WhatsApp integration, and now it supports template creation as well.

Folders for Email Campaign templates

Effectively manage email campaign templates with folders.

Bring Instagram messages, mentions, and responses to Unified Inbox

With the new integration, you can connect your Instagram account with Salesmate inbox and start responding to messages without a miss.

Unlink the contact from the chat conversation

Salesmate now offers enhanced flexibility by enabling users to remove the associated contact from a chat conversation.

Allow users to edit Journey Emails

Salesmate would allow users to edit journey emails, enhancing customization, and refining email campaigns for improved engagement.

Customize Deal Card in Layout Builder

Salesmate now offers the capability to seamlessly customize the fields within the Deal Card, simply enable/disable the fields as per your requirement.

Opt-out tracking for messages in Twilio/Dialer/RingCentral

Salesmate now enables contacts to opt out of receiving text messages through Twilio, Dialer, or RingCentral using specific keywords, similar to Salesmate native Calling and Texting.

More PandaDoc Tokens visible

Salesmate has expanded the visibility of additional PandaDoc tokens.

Custom Colours in Report Preview/Email

Salesmate now offers the capability to seamlessly customize the fields within the Deal Card. Simply enable/disable the fields as per your requirement.

Automation Rules in Contact Module

You can enable these Rules based on your preferences or requirements. These rules serve as predefined instructions or conditions that, when met, trigger automated actions,

Shared views

Salesmate now empowers all users with the ability to share views with specific users or teams.

Merge Custom Module Records

You can now merge records in a Custom Module similar to other system modules.

Restrict text messages on content violation

Messages will now obey STOP and START keywords sent by the customers and be marked as OPTED OUT or OPTED IN. Messages will be checked for SHAFT keywords to have better deliverability and low error rate and will be blocked with appropriate error messages.

Multi-module reports are here!

Experience a refined interface and a seamless data analysis journey. Our reporting engine has levelled up, now supporting 5 modules (up from 2).

Two Employee Stats Reports added into Widgets

Instantly identify top contributors within your team and top teams within your organization. Easily track email volumes, meeting completion, deal victories, and much more.

Plan your next campaign better with these filters

Our newly available campaign filters on the Contacts grid let you find out contacts who were sent a particular campaign or who have interacted with and how many times, and much more.

Associate Product information with other modules

Track products sold, wish lists, policy purchases, asset management, and beyond with Product Lookup Field.

All new Salesmate 3.0 is here!

Experience a more flexible, customizable, and modern successor.

Import Communication Consents

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 records

Create Custom Module in Salesmate

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.

Customize the Sidebar

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.

Split Deal Credits

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.

Listing Operations Enhancement

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.

Efficient Quick Search

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.

Tag Color Customization

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.

Required Rule for Fields

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.

Visible Rule for fields

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

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.

WebForm Consent

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.

Address Autocomplete

Salesmate now allows autocompleting addresses with an Address Autocomplete Integration that automatically suggests addresses to users as they type an address into an online form or checkout.

All new ‘Email Campaigns’ is here!

Learn how easy it is to shoot email marketing campaigns with this new feature!

"Email Conversation" Action in Chat Journeys

Now you can email the entire conversation captured by chat journey to your team or a teammate.

"New Conversation" Trigger for Chat Journeys

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.

Import Data from HubSpot CRM

Import Companies, Contacts, Deals, Activities, and Notes from HubSpot to Salesmate without any hassle.

Company Widget in Contact Detail View

View the associated Company widget in the Contact detail view with customization of up to 10 fields.

Contact Widget in Company Detail View

Add associated Contacts in Company Detail View and customize it up to 10 fields.

Duplicate Suggestions for Companies

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.

Add a quick Note

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.

Emojis to our text editors

We have added emojis to our rich text editors. So now you can write notes with some emojis in 'em.

Improvements to the Salesmate chat

Check out 3 important updates for Chat users

Plan communication sensibly with Sequence Filters

Identify contacts associated with different Sequences with their respective stages, so you can plan your communication in a sensible way.

Contact & Company fields in Chat Journeys

Target a specific audience to show personalized messages, offers, promotions, etc. with Chat Journeys

Associate Tags to Chat Journey conversations

Associate multiple tags to conversations handled by Chat Journeys

Lead Parsing is here!

Bring out lead data from your lead source emails automatically

New contact creation for text received from unknown numbers

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.

New BigCommerce widgets are here!

Adding three new BigCommerce widgets for store owners with crucial insights.

A better experience with secured email links

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.

Deeper email insights for contacts using new filters

New contact filters to know who opened or replied to an email with a subject, campaign, or template.

Send a test email and text before making the Sequence live

We have added a new option to send a test email and text before making a Sequence live.

Improve outbound messaging with a new Chat Journey trigger

Our chat journeys now support a new trigger called “Event”.

Deal Stage Duration Report

Deal stage duration reports provide you with detailed insights about how long each deal spends in each stage of your Sales pipeline.

Keep track of your Automation Journeys with version history

Now you can see all the versions of an Automation Journey, starting from the first version you Published.

Associate Activities with Deals automatically

A new Action in Automation Journeys will help you associate Activities with the most relevant active Deals automatically.

Track Conversational trends with Tag Reports

Segregate conversations and understand the trends over time with Conversation Tags Report. Add the new widget to your Dashboard now!

Get a real time view of your sales funnel

See the progression of deals through the pipeline with a Sales Funnel Report.

Navigate between records easily

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.

Edit Sequence Stage Content

From now onwards, you can change the step content, and it will be auto-updated for the contacts who haven’t reached that step.

Use your logo or image within Meeting Scheduler

Introducing Brand Book!

Smart Segment with Company Fields

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.

Customize Web Forms with CSS

Style Web Forms using Cascading Style Sheets (CSS)

Enhanced Deal board and card UI

Exciting changes in the way you see deal board and cards!

Email compose box to a new window!

Pop-out the email compose box to a new window while you can freely access other screens.

Improved email compose box with more agility

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.

Find Salesmate Score just like that!

Quickly find the Salesmate Score near the contact profile photo within the contact detail and quick view.

Salesmate Chat SDK is here!

Provide in-app support to your customers using Salesmate Chat SDK for both - iOS & Android.

RingCentral + Salesmate

RingCentral integration is now compatible with the latest version of RingCentral app.

View sources of timeline entries

Salesmate will show additional metadata in timeline entries when an app or third-party integration updates your contact data.

Copy & paste Automation Journey nodes using keyboard shortcuts

You can do this using Ctrl + C and Ctrl + V. For Mac users; it’s Cmd + C and Cmd + V.

New 'Clone' button to replicate nodes for quicker execution

Added a 'Refresh' button to check fresh logs without leaving the screen

Switch between multiple phone numbers right from the dialing screen

Send SMS to numbers that are not linked to any Contacts in Salesmate

Toggle between text conversations using Up & Down keys

No need to refresh the screen for new emails in Team Inbox

Team Inbox will auto-refresh now and stack new emails at the top.

Better reports with Google Data Studio

Now create reports using cross-relationships with Google Data Studio. Our GDS reports now support lookup fields.

Reorder columns in reports using drag-and-drop

Filter contacts within reports based on Lists

Access longer deal pipelines easily with mouse buttons

Hold any button and scroll left-right!

Completed Activities will not appear while scheduling new Activities for a cleaner view

In “Deleted Records”, access recently removed records using 'Deleted Date'

More date formats to choose from!

We have added two new date formats: DD/MM/YYYY & MM/DD/YYY.

Test your devices before making calls

Test your microphone and headset before making calls for a better conversational experience. Find the “Device Settings” in the Dialer Popup.

Auto refresh text and email conversation views

No need to manually refresh for new texts or emails anymore. Your conversation views will auto-refresh when new notifications come in.

New refresh button on Recent Events widget

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.

Introducing Drag & Drop Email Template Builder and Editor

Introducing Formula Fields in Salesmate

Calculate complex calculations automatically

Introduction and Installation of BigCommerce

This integration will allow existing BigCommerce customers and orders to be synced with Salesmate CRM. They can utilize Salesmate CRM to carry out a variety of marketing initiatives.

Introducing Text Pilot

Intelligently distribute your entire text message queue across a pool of source numbers.

Create banners in Chat Journeys

Create beautiful banners using Chat Journeys and place them on your website.

HubSpot OperationsHub Data Sync Integration

With the help of HubSpot OperationsHub Data Sync, now you can have a real-time sync for Salesmate contacts and companies with various cloud apps.

Customize your meeting greetings

Now you can customize the welcome greetings for your meeting page to express yourself in a better way

Security improvements for users

Every user can view their Active Devices and Access History

Security improvements for Admin users

Admins can view all the active devices of any user and access history.

New security token to deleting call recordings

One more security permission to allow users to control the deletion of call recordings and logs.

Access Reports in landscape view with filters – Mobile

In mobile apps, you can access reports in landscape view with various filters.

Two widgets added – Mobile

Two of your favorite widgets in Salesmate mobile apps – My Agenda & My Activities

Chat Journeys

An automation-driven chatbot for customer conversations and lead capturing.

Reschedule activities quickly

We’ve added a calendar view, so you can reschedule activities in fewer clicks.

Email everyone associated with an activity

An option to email everyone associated with a particular activity.

Switch between emails easily

Use Up & Down keys of the keyboard to switch between emails. Works for Inbox & Team Inbox, both.

Get callbacks for meeting submissions

JavaScript API functions for Meeting Scheduler for analytics or third-party tools.

Invisible reCAPTCHA in Web Forms

reCAPTCHA will be invisible at the bottom of the form and only be activated when a bot-like activity is detected.

Bulk operations for speed - Mobile

Now you can select Contacts in bulk and choose operations like sending texts, emails, or adding them to a list for further automation.

Send Google Meet & Microsoft Teams meeting invites - Mobile

Invite your contacts to join Google Meet or Microsoft Teams meetings directly from mobile apps.

Native Activity reminder - Mobile

Get notifications on your scheduled activities on time. Just define the time duration you want the notification prior to the activity.

Send texts on the fly - Mobile

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.

New Messenger widgets - Mobile

View contact’s basic details, past conversations, recent events, and page views from the messenger inbox and contact detail page.

Group conversation - Mobile

Now you can add/remove contacts to an ongoing messenger conversation.

Edit data directly from your List Views

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

Activity Widget is available for Dashboard 2.0

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

Native Activity reminders

Get notified of your scheduled Activities on time.

Improvised Text Inbox

Text Inbox screen now shows two views - All & Inbox

Identify lead sources with UTMs

Capture UTM fields using Webforms and Meeting Scheduler.

Google Meet Integration

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

Microsoft Teams Integration

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

Custom launcher icons for Chat Messenger

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

More power to Mobile Apps

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

Zoom Integration

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

Share Team Inbox conversations

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

Prefill your Web Forms

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

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.

Capture Name and Email before starting a chat

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

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.

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.

Unsubscribe with branded domains

Unsubscribe links will also follow your domain branding.

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.

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!

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.

Set your default pipeline

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

Bulk actions for failed contacts under Sequences

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

Download chat transcript

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