Close deals faster and accelerate revenue growth with Salesmate
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Sales are fast paced. Your deals should be too.
Long sales cycles, missed follow-ups, and scattered processes are deal killers. Salesmate helps you manage deals effortlessly, keep momentum high, and close faster with automation and AI on your side.
With Salesmate, you can:
- Keep deals moving with automation and task reminders
- Book meetings without the back-and-forth
- Send quotes and proposals directly from your CRM
- Eliminate manual errors with stage-specific workflows
- Track deal progress visually and collaboratively
Automate deal progression and eliminate manual bottlenecks
Manual follow-ups and disjointed tasks slow your pipeline. Salesmate lets you automate key steps in the sales cycle so your reps can focus on winning, not chasing.
What you can automate:
- Stage updates: Automatically update deal stages when a task is completed or a proposal is sent.
- Follow-up reminders: Set follow-up reminders when deals go inactive for a set period of time.
- Task assignments: Automatically assign tasks to the right team member based on the current stage.
- Email/SMS notifications: Send email/SMS messages as deals progress between stages.
- Milestone notifications: Receive internal notifications when deals hit specific milestones (e.g., “Ready to send quote”).
Schedule meetings without the email ping-pong
Timing kills deals but scheduling shouldn’t. Salesmate’s built-in Meeting Scheduler eliminates the back-and-forth by letting prospects book time directly based on your team’s availability.
With Salesmate’s Meeting Scheduler, you can:
- Personalized booking links: Share customized booking links with leads and customers.
- Calendar sync: Sync your calendar with Google or Outlook for seamless scheduling.
- CRM activity creation: Automatically create CRM activities for every booked meeting.
- Round-robin scheduling: Route bookings to different team members using round-robin scheduling.
- Customizable time slots: Adjust time slots, buffer times, and meeting types (demo, discovery, follow-up).
Send quotes that get deals signed faster
Salesmate’s Quote Management makes it easy to create, send, and track professional proposals directly from your deal pipeline.
You can:
- Branded quotes: Create branded, itemized quotes with custom pricing and taxes.
- Track quote views: Send quotes via email and track when they are viewed.
- Multiple products/services: Attach multiple products or service tiers with descriptions.
- Template duplication: Duplicate winning templates to speed up future proposals.
- Quote tracking: Keep every quote tied to the deal for easy reference.
Keep momentum high with visual deal tracking
Salesmate’s intuitive visual dashboard gives your team a real-time view of every opportunity from first contact to close.
Use the dashboard to:
- Track custom stages: Track deals across customized stages (e.g., Demo Scheduled, Proposal Sent, Negotiation).
- Deal overview: View key deal information like value, owner, and expected close date at a glance.
- Deal filters: Filter deals by pipeline, priority, rep, or close date.
- Task & notes management: Assign tasks and leave notes directly within the deal card.
- Spot stalled deals: Instantly identify stalled deals using the Rotten Period feature and take immediate action to revive momentum.
Improve sales velocity with data-driven insights
Faster sales come from better decisions. Salesmate offers powerful reporting tools that show exactly where your deals are moving and where they’re getting stuck.
With Reports & Dashboards, you can:
- Deal stage duration analysis: Measure the average time spent in each stage.
- Conversion rate analysis: Analyze deal conversion rates over time.
- Win/loss trends: Track win/loss trends by source, rep, or product.
- Revenue forecasting: Forecast revenue based on active pipeline value.
- Custom reports: Build custom reports for deeper performance insights.
Align your team from first call to closed deal
Fast sales require smooth collaboration. Salesmate keeps everyone on the same page with connected tools that bring sales, support, and success together.
You can:
- Collaborate across teams: Share deal notes, call logs, and emails with your entire team.
- Assign tasks and set follow-ups: Assign tasks and set follow-ups across roles.
- Automate alerts and handoffs: Automate internal alerts and deal handoffs between team members.
- Real-time collaboration: Tag teammates and collaborate in real time on deals.
- Integrations: Integrate Salesmate with Slack, Google Workspace, Microsoft 365, and more.
Salesmate customers see real results
Sales teams that streamline their sales process with Salesmate see measurable improvements in deal velocity, rep efficiency, and win rates.
40%
Business growth achieved
2x
Increase in revenue
3x
Faster deal closures
Frequently asked questions
Got questions? find answers!
How does Salesmate help speed up my sales cycle?
Salesmate streamlines your sales cycle by automating time-consuming tasks, giving you real-time insights, and equipping your team with AI-driven tools to make faster decisions. With automation for deal progression, meeting scheduling, proposal sending, and collaboration, Salesmate minimizes manual delays, allowing your sales team to stay focused on closing deals efficiently.
What automation features does Salesmate offer to reduce manual bottlenecks?
Salesmate automates several critical steps in the sales process, such as updating deal stages, sending follow-up reminders, assigning tasks, and notifying team members about important milestones. This eliminates manual delays and ensures your sales pipeline keeps moving forward without interruptions.
How can Salesmate help schedule meetings more efficiently?
Salesmate’s built-in Meeting Scheduler removes the back-and-forth often associated with booking meetings. Prospects can select available times based on your team's calendar, and meetings are automatically synced with your CRM, saving time and ensuring that qualified conversations take place without scheduling headaches.
How does Salesmate streamline the proposal process to close deals faster?
Salesmate's Quote Management feature allows you to create, send, and track branded quotes directly from your deal pipeline. By automating the proposal process, you can send quotes with custom pricing, track when they are viewed, and keep all proposals
How does Salesmate’s visual deal tracking work?
Salesmate’s visual dashboard provides real-time updates on all deals in your pipeline. You can track deals across custom stages, view deal information like value, owner, and expected close date, and easily spot stalled deals. This visual clarity helps your team take immediate action and keep momentum high throughout the sales cycle.
How does Salesmate support team collaboration throughout the sales process?
Salesmate fosters team collaboration by offering tools that allow sales, support, and success teams to stay aligned. Team members can share deal notes, call logs, and emails, assign tasks, automate alerts, and integrate Salesmate with tools like Slack, Google Workspace, and Microsoft 365. This ensures everyone is on the same page from the first call to the closed deal.
Can Salesmate help me track deal progress and prioritize tasks effectively?
Yes! Salesmate’s visual deal tracking system lets you track deals in real time across customizable stages, such as Demo Scheduled, Proposal Sent, and Negotiation. You can filter deals by pipeline, priority, or close date, and assign tasks and notes directly within the deal card, making it easy to stay on top of all active opportunities.
How does Salesmate ensure that all tasks are completed on time
Salesmate automatically assigns tasks to the appropriate team members based on the deal stage, with built-in reminders and follow-ups for both reps and internal teams. This ensures that important tasks, like sending proposals or following up on inactive deals, are never missed, keeping your deals moving forward without delay.
How does Salesmate improve team collaboration and deal management?
Salesmate integrates key communication tools and automation features to ensure your entire sales team stays aligned. You can share notes, tasks, and updates in real time, automate internal alerts, and seamlessly hand off deals to the right team members, ensuring smooth collaboration and faster deal closures.