| User-Friendliness | Clean, modern UI with intuitive navigation for sales, marketing & support teams | Sleek interface, optimized for SDRs and high-volume outbound reps |
| Contact Management | Advanced contact management with 360° view | Basic contact management |
| Built-in calling | Yes | No |
| Communication Tools | All-in-one platform: calling, SMS, WhatsApp, email, live chat, Messenger, and more. | Calling and email only. No WhatsApp, chat, or social DMs. |
| Lead Source Integrations | Bring in leads directly from social media channels without extra integrations. | Third party integrations required |
| Live Chat | Yes | No |
| Web Forms | Customizable web forms + lead capture | No native web forms |
| Ticketing Software | Built-in ticketing system with agent assignment, SLAs, and reporting. | Not available |
| Workflow Automation | Yes. "Smart Flows" provide a more powerful, visual builder for complex, cross-functional business process automation | Yes. "Automated Workflows" for assigning leads, updating status, and creating tasks |
| Lead Scoring | Yes | No |
| Meeting Scheduler | Yes. Built-in, full-featured meeting scheduler | No. Requires third-party integration |
| Quote Management | Yes | No |
| Reporting | Broader, more customizable reporting. Users can build custom reports and dashboards for any data in the system. | Zero to no custom reporting. Users rely on pre-defined stock reports to measure performance. |
| Customization | Deep customization: build custom layouts, create custom fields, set visibility rules, and define permissions - so you can adapt Salesmate to any sales, marketing, or service process seamlessly. | Limited customization outside sales workflows. |
| Customer Support | Award-winning support team. 24/5 live chat support with responses typically within a few minutes, plus email and phone support. | Email-only support, typically takes a couple of days to respond. |
| AI Agents | Build your own AI agents tailored to your business use cases: train them on your knowledge base, handle FAQs, engage in chat conversations, qualify leads, book meetings, and more. | No capabilities |
| Comprehensive Features | Full CRM suite: sales, marketing, customer service, chat, automation, forms, meetings - all in one. | Built mainly for calling-focused sales teams. |
| AI features | Full suite of AI capabilities. AI Copilot to book meetings, generate & summarize emails, navigate the platform, summarize tickets. AI Autopilot for lead qualification. | Limited AI capabilities |
| Email management | Email sync, templates, sequences, bulk email, scheduling, plus email campaigns to send branded marketing emails and track engagement across multiple touchpoints in one platform. | Email sync, templates, tracking only |
| Custom Fields | Yes | No |
| Custom modules | Yes, Supported | Yes |
| Shared Team Inbox | Yes | No |
| Deal Rotting | Yes | No |
| A/B testing | Yes | No |
| AI call transcription | Native feature with real-time transcription, AI summaries, call intelligence metrics (sentiment analysis, call trackers, talk-to-listen ratio, etc.). | Yes, but via the "Call Assistant" add-on |
| Deal management | Flexible, visual drag-and-drop deal management. Supports multiple, distinct sales pipelines | Integrated with lead-centric workflow |
| Mobile App | Yes, with full CRM functionalities | Yes, with limited CRM functionalities |
