Use workflow automation with Salesmate CRM software 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 software for sales automation.
Free yourself up from doing the busywork of creating and assigning tasks. Use workflows to update records, assign & rotate deals, 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 software.
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 software.
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.
Salesmate is very easy to use and affordable. It’s a one stop shop when it comes to managing my clients.
Fashion Designer - Irregular Exposure
Solid CRM for small business looking for an easy to use, yet impactful CRM
I’ve been using this platform for over a month now and have seen my productivity double!
Director of Partnerships
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
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%
Vice President - Faciliteq