Sales Automation Tool

Use workflow automation tool to put your sales process steps and low value tasks on autopilot. Need to create and assign tasks to your sales reps for new deals? Notify the team when a client takes significant action for the deal? Send emails to clients on submitting inquiries? Free your team up from mere repetition to focus on closing deals. Salesmate is your system for sales automation.

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Task Automation

Free yourself up from doing the busywork of creating and assigning tasks. Use workflow to update records, assign & rotate deals, score leads, notify internal users and send emails automatically. Your sales tasks will become automated saving your time to sell more.

Tag your high-valued customers; put your won deals into onboarding pipeline, or trigger a notification when records are deleted. You can filter and bulk update deals, contacts, companies you like. There are infinite possibilities to save your time with our smart automation tool.

Automatic Assignment

Do you have process in place to assign the deals to your team members? How about putting it on autopilot using workflows? Salesmate workflows are very easy to define and gets triggered when deals, activities, contacts or companies are created or updated. Automate sales force assignments using  workflows from sales automation tool.

WebHooks for Sales Automation

Need to create a customer account in billing system as soon as the deal is won? Or pass the deal information to your support portal? Or just blow a big horn when a deal is won? Using webhooks, your existing apps can be notified anytime an event of interest happens in Salesmate.

Happy & Growing Customers
  • 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!

    Johnny Beig

    CEO - Alanic International

  • Salesmate is very easy to use and affordable. It’s a one stop shop when it comes to managing my clients.

    Jessica Williams

    Fashion Designer - Irregular Exposure

  • This tool is great for our growing small business. It keeps all communication all in one place which helped me stay organized with all day-to-day operations. The support I received was amazing and I would highly recommend using this CRM software for your business.

    Staci Fasano

    Product Sales Specialist - Ecomdash

  • If you are looking for an intuitive, lightweight, and customizable sales platform, you have to get a demo from the Salesmate team.

    Eric Griego

    VP, Business Development – HoldMyTicket

  • We can see our pipeline, including the sales process stages and the dollar volume at each stage. Since our inception 90 days ago, our pipeline has grown 100%

    Jacqui Sabo

    Vice President - Faciliteq

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