Trusted by 8,500+ businesses globally
Stop wasting time on to-dos and let Salesmate handle it
Sales reps lose hours every day on manual data entry, follow-ups, calendar invites, and CRM updates. Salesmate eliminates those tasks with smart automation, intelligent AI agents, and time-saving tools that take the burden off your team.
With Salesmate, you can:
- Automate repetitive sales activities across the entire pipeline
- Clean and manage CRM data without manual effort
- Let AI handle summaries, emails, and insights
- Eliminate meeting coordination headaches
- Send quotes and proposals in seconds
- Manage calls, notes, and tasks, all in one place
Automate repetitive work with Smartflows
Salesmate’s visual automation builder, Smartflows, helps you set up workflows that run like clockwork. From lead assignment to task creation, everything can be automated based on triggers you define.
With Smartflows, you can:
- Auto-assign leads or deals: Automatically assign leads or deals to specific sales reps.
- Create follow-up tasks: Set up follow-up tasks after meetings or demos to ensure timely action.
- Personalized communication: Send personalized emails/SMS based on deal stage or activity.
- Internal milestone notifications: Trigger internal notifications when deals hit key milestones (e.g., "Ready to send quote").
- Automated task and meeting scheduling: Schedule tasks or meetings without any manual involvement.
- OpenAI actions: Automatically extract and analyze lead information (e.g., company, LinkedIn URL) to assign them to the right rep based on industry.
Eliminate scheduling confusion with calendar management
Calendar clutter and back-and-forth emails waste time. Salesmate’s integrated calendar management tools and Meeting Scheduler make booking appointments effortless.
With calendar automation, you can:
- Personalized scheduling links: Let prospects book meetings via custom scheduling links.
- Calendar syncing: Auto-sync with Google, MS Office 365, Zoom, Google Meet, and Teams for seamless scheduling.
- Auto-create tasks and log meetings: Automatically create tasks and log meetings in the CRM.
- Round-robin meeting routing: Route personal, Teams, and group meetings to available reps using round-robin scheduling.
- Automated confirmation and reminders: Send confirmation and reminder emails without any manual input.
Transcribe and summarize sales calls automatically
Forget scrambling to take notes during important conversations. Salesmate’s Call Transcription captures every word and turns your calls into structured insights.
With Call Transcription, you can:
- Accurate transcriptions: Get accurate transcriptions of sales calls and demos for detailed records.
- Automatic summarization: Automatically summarize conversations for easy internal sharing.
- Key moment extraction: Extract important moments and follow-up actions from calls.
- Transcript storage: Store transcripts alongside deals and contacts for easy access.
- Train new reps: Use real call data to train new reps and improve team performance.
- Trackers for efficient analysis: Monitor and tag specific keywords or concepts within call transcripts, helping your team identify and address critical customer needs more effectively.
Send quotes without manual formatting
Creating and sending proposals shouldn’t require spreadsheets. With Quote Management, Salesmate helps you generate and track sales documents directly from your CRM.
With Salesmate, you can:
- Quick quote creation: Build branded, professional quotes in minutes.
- Auto-fill details: Automatically fill in deal, contact, and product details for accuracy and speed.
- Track quote engagement: Track when a quote is opened or viewed to gauge interest.
- Easy quote signing: Send quotes for signature directly from the platform, eliminating manual back-and-forth.
- Template usage: Use templates to speed up approvals and maintain consistency.
- Reduce revisions: Close deals faster with fewer back-and-forth revisions and less paperwork.
Keep CRM data clean automatically
Dirty data equals broken automation. Salesmate’s Data Operations ensure your records are clean, consistent, and ready for action.
Automate tasks like:
- Data formatting: Format names and text fields (sentence case, title case, etc.) for consistency.
- Remove special characters: Eliminate special characters and HTML tags for cleaner records.
- Duplicate management: Identify and merge duplicate entries, ensuring your team always has the most up-to-date contact details for better decision-making.
- Auto-update fields: Automatically update fields based on activity or custom rules.
- Consistency across custom fields: Ensure consistency across custom fields and modules for reliable data.
Automate outreach with smart sequences
Still manually sending follow-up emails? Salesmate’s Sales Sequences help you automate multi-step engagement across email, text, and calls.
Your team can:
- Personalized sequences: Craft tailored communication sequences that speak to each lead’s unique journey and needs.
- Set automated reminders: Automatically schedule follow-ups and reminders to ensure you never miss a key interaction with a lead.
- Multi-channel outreach: Engage with leads across email, SMS, and task reminders, ensuring a seamless communication flow that adapts to their preferred channels.
Top rated across all platforms
Customers have rated us the best compared to any other software across review platforms like G2, Gartner, TrustRadius.
Got questions? Find answers!
How can Salesmate help eliminate repetitive tasks for my sales team?
Salesmate automates time-consuming tasks like data entry, follow-ups, and CRM updates using smart flows, AI agents, and automation tools. By automating repetitive sales activities, your team can focus on what they do best; selling and building relationships with prospects.
What is Smartflows, and how does it automate sales tasks?
Smartflows is Salesmate’s visual automation builder that allows you to automate workflows based on triggers you define. You can auto-assign leads, create follow-up tasks, send personalized emails/SMS, and trigger internal notifications when deals hit specific milestones and all without manual effort.
How does Salesmate’s calendar management tool simplify scheduling?
Salesmate’s calendar management tools, including its Meeting Scheduler, let leads book meetings directly via personalized scheduling links. The system syncs with Google, MS Office 365, Zoom, Google Meet, and Teams for seamless scheduling, creates tasks, routes meetings to available reps using round-robin rules, and sends confirmation and reminder emails, all automatically.
How does Salesmate handle sales call transcription and summarization?
With Call Transcriptions and AI Summaries, Salesmate captures and transcribes sales calls, highlighting key points like next steps and discussion topics. Our AI categorizes call content, such as pricing or objections, and analyzes sentiment to provide real-time feedback on the call's outcome.
You can also create custom trackers for specific topics, like product integrations or competitor mentions, giving you valuable insights to refine your strategy and coach your team while eliminating manual note-taking.
How does Salesmate make sending quotes faster and easier?
Salesmate’s Quote Management system allows you to generate professional, branded quotes directly from the CRM. With features like auto-filling deal, contact, and product details, tracking quote views, capturing e-signatures, Salesmate streamlines the proposal process and reduces the back-and-forth revisions, helping close deals faster.
How does Salesmate ensure my CRM data is always clean and up-to-date?
Salesmate’s Data Operations feature automates tasks to maintain clean, consistent CRM data. It handles formatting, removes special characters, deduplicates entries, and auto-updates fields based on activity. This ensures that your CRM data remains accurate and ready for action, without requiring manual maintenance.
Can Salesmate automate my sales outreach and follow-ups?
Yes, Salesmate’s Sales Sequences help automate multi-step outreach across email, SMS, and calls. You can create personalized sequences with branching logic, trigger messages based on prospect engagement, and use AI to draft emails and follow-ups. The system tracks performance and optimizes campaigns with built-in analytics, allowing for outreach that runs automatically while maintaining a personal touch.
How much time can Salesmate save for my sales team?
By automating repetitive tasks like data entry, follow-ups, scheduling, and proposal generation, Salesmate saves your team significant time. This allows your sales reps to focus on high-value activities, such as engaging prospects and closing deals, ultimately increasing productivity and reducing time spent on administrative work.
How does Salesmate improve team collaboration and communication?
Salesmate’s tools, such as shared deal notes, automated alerts, and task assignments, keep your team aligned and connected. Whether it's sharing important updates or collaborating on deals, Salesmate ensures smooth communication across sales, support, and success teams, reducing silos and improving overall efficiency.