Sales activity tracker

Does your rep know what they should do when a new deal is created? Do you know what your entire team is spending their time on? Is your team taking right actions and planning ahead to close deals faster? Use sales activity tracker to plan ahead, track your team’s activities, and automate your sales process steps.

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Trusted by 8,500+ businesses globally

SIMPLE AND LIGHTWEIGHT CRM FOR YOUR BUSINESS

Plan, track and organize your sales activities

Plan and track your meetings, calls, demos, lunches and emails for every deal, contact, and company. Get a
personalized sales to-do list that conveniently syncs with your calendar and mobile devices. Delegate work to team
members by easily assigning activities. Our sales activity tracker keeps you informed about past and future actions
for each deal and contact using the built-in sales management tools.

TRACK EVERY ACTIVITY INSIDE SALESMATE

Activity tracking for your business

By tracking each team member’s activity inside the Salesmate CRM, you can understand their performances, and help them reach their goals in time.

SALES AUTOMATION

Automate your sales activities & playbook

Need to assign sales rep to call new leads coming from the website? Need to ask accounting to create an invoice as soon as the deal is won? Salesmate has that covered. Automatically create sales activities and assign them to your team members as deals, contacts, and companies are created and updated.

Salesmate’s sales management tools automate your sales process steps and handle delegation while you focus on closing big deals.

SALES TIMELINE

Sales timeline for easy tracking

All that matters is you take the right action at the right time to push the deal forward. The pipeline board reveals the deals that have activities overdue or have no activities scheduled at all. Salesmate CRM for small business will help you make sure that your team does not let a perfectly good deal die due to inaction.

CALENDER VIEW

Smart Calendar view

Need to how many appointments are scheduled for the coming week or where do you have a free space to meet a potential prospect? Through a clear Calendar view, find all your to-dos and pending activities on a single screen. Effortlessly reschedule your activities as per your work priorities. Stay organized with a calendar view of all your activities and use your time efficiently.

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Improve your team productivity with the best sales and business suites

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FOLLOW-UP

Never miss a follow up with personalized notifications & reminders

Get instant notifications as new sales activities are assigned to you. Delegate activities to your team and get notified as they take action.

If you are a mobile app person, Salesmate will send you push notifications on your iOS or Android device.

Would you like Salesmate to remind you for your meetings to get some prep time before the important deal closing meeting? You got it. Just tell Salesmate your preference and it will remind you to get ready for the action.

TEAM TRACKING

Know where your team is investing their time

Automatically sync all your meetings, demos, and tasks between Google calendar and Salesmate. Create and schedule tasks inside Salesmte and automatically sync with Google Calendar. Never miss any sales touchpoint with instant reminders and notifications.

MOBILE CALLING

Start your day with a plan & motivation

When you start everyday with a plan and positive mindset, nothing will keep you from winning. With Salesmate, every morning will start with a beautiful plan and a daily motivation personalized for you. Prepare your team for a productive day and winning more deals.

Create recurring activities

Need to setup a quarterly planning meeting with your customer? Or need a reminder to file your expenses every month? Create recurring activities in Salesmate so you never miss these repeating events.

Two-way sync with Google calendar

Be in full control of your calendar and hence your time. Whether you create activities from Salesmate or from your calendar application, Salesmate automatically syncs your activities with your mobile, web, and desktop calendars.

Top rated across all platforms

Customers have rated us the best compared to any other software across review platforms like G2, Gartner, TrustRadius.

4.6

4.7

9.8

Try it yourself

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%

Jacqui SaboDirector of Partnerships

Best CRM for me out the 15 I’ve tested. I have spent several days using Pipedrive, Salesforce, Zoho, Freshsales, Close, etc. and I didn’t get the same value

Anders HansenMusic, Self-employed