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.

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 integrates very well with GMail and Chrome – It’s extremely easy to set up and truthfully Salesmate has THE best customer service team bar none. That is truly the benefit. Oh- I almost forgot, it’s insanely cheap.

    Alan Peterson

    President - Skytop Business Loans LLC

  • Fantastic value for a CRM platform with easy staff onboarding and great back-end webhook integration support.

    Ian Ray

    CTO – Airshark

Delight Customers, Save Time, and Win More Deals

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