Transform retail success with sales and marketing automation software

  • Increase in-store & online sales with smart clienteling
  • Boost retail sales with Intelligent automation
  • AI-first customer service experience
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Transform retail success with sales and marketing automation software

Trusted by 8,500+ businesses globally

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Book a dedicated 30-minute session with our expert to see Salesmate CRM & Marketing Automation in action.

ALL-IN-ONE PLATFORM

Why retailers choose Salesmate CRM

Retail businesses thrive on memorable customer experiences, consistent engagement, and efficient operations. Salesmate CRM simplifies every step of your retail journey. With tools to generate leads, create personalized marketing, and provide exceptional customer support, Salesmate CRM is the all-in-one solution for retail success.

360° customer view & clienteling
PERSONALIZE EVERY INTERACTION

360° customer view & clienteling

  • Unify customer data: Get a 360° view of each customer across in-store and online channels. Access their complete history, preferences, conversations, and AI-powered insights in one place
  • Clienteling made simple: Equip your store associates with curated customer intelligence. Make personalized product recommendations and deliver VIP experiences that increase sales per visit
  • Smart segmentation & targeting: Segment customers by behavior, purchase history, preferences, and location. Create tailored campaigns and offers—boost loyalty with personalized service at scale
Learn about clienteling
Sales pipeline & deal management
STREAMLINE SALES GROWTH

Sales pipeline & deal management

  • Multi-channel sales tracking: Manage online, in-store, and wholesale pipelines with custom workflows designed for retail
  • Actionable AI insights for sales teams: Leverage AI-driven suggestions to prioritize opportunities, boost performance, and close deals faster
  • Real-time performance reporting: Track sales, monitor store and team performance, and make data-driven decisions with real-time analytics
Learn more about Sales pipeline management
Omnichannel marketing suite
TARGET. ENGAGE. CONVERT.

Omnichannel marketing suite

  • Personalized marketing campaigns: Send targeted emails and SMS based on customer preferences and purchase history. Highlight new arrivals or offer exclusive discounts to keep your outreach relevant and timely
  • Automated follow-ups: Nurture leads and re-engage customers with automated drip campaigns. Trigger reminders for abandoned carts or send “we miss you” texts to inactive shoppers
  • Optimize marketing ROI: Track which channels and messages drive the most engagement and sales. Use AI-powered insights to fine-tune and optimize campaigns for maximum ROI
Learn more about Omnichannel marketing
Sales pipeline & deal management
STREAMLINE SALES GROWTH

Sales pipeline & deal management

  • Multi-channel sales tracking: Manage online, in-store, and wholesale pipelines with custom workflows designed for retail
  • Actionable AI insights for sales teams: Leverage AI-driven suggestions to prioritize opportunities, boost performance, and close deals faster
  • Real-time performance reporting: Track sales, monitor store and team performance, and make data-driven decisions with real-time analytics
Learn more about Sales pipeline management
AI-powered customer service suite
SMARTER CUSTOMER SUPPORT

AI-powered customer service suite

  • AI Agents & co-pilots: Offer instant, tailored support via AI-powered chatbots and Auto-Pilot responses. Resolve common inquiries about orders, products, or returns in seconds
  • Efficient ticket management: Streamline customer support with automated ticket creation, SLAs, and AI-suggested solutions. Ensure no issue goes unresolved
  • Support across all channels: Provide personalized, omnichannel support—whether on your website, mobile app, or social media
Learn more about AI-powered customer service
Workflow automation & task management
AUTOMATE & ACCELERATE

Workflow automation & task management

  • Effortless automations: Automate tasks like lead capture, follow-ups, and customer onboarding. Trigger personalized messages or assign tasks based on customer actions
  • Celebratory campaigns on auto-pilot: Send birthday and anniversary messages automatically, with special offers to boost customer loyalty
  • Ready-to-use templates: Start quickly with pre-built automation templates for retail tasks—like lead follow-ups, abandoned cart recovery, and web chat replies. Just pick, customize, and automate
Learn more about Workflow automation
Insight-driven decision making
REAL-TIME REPORTS & ANALYTICS

Insight-driven decision making

  • Track key retail metrics: Monitor sales totals, conversion rates, retention, and customer engagement across all stores and channels
  • Optimize operations: Identify bottlenecks and opportunities. Use AI insights to improve team performance and maximize efficiency
  • AI-powered product recommendations: Salesmate’s analytics suggest the right products to the right customers, recommending complementary items to boost sales and order value
Learn more about Analytics

Retail industry use cases

Every retail segment has its own unique challenges. Salesmate CRM is flexible and powerful enough to support them all: 

  • Boutiques & specialty stores: Build personal client relationships. Send tailored recommendations, remember special occasions, and deliver white-glove service.
  • Supermarkets & high-volume retail: Segment shoppers, manage vendor relationships, and automate offers to loyalty members – all while keeping shelves stocked.
  • E-commerce retailers: Increase conversions with automated abandoned cart emails, personalized product recommendations, and real-time web chat.
  • Franchise & multi-store chains: Monitor sales and customer satisfaction chain-wide. Roll out chain-wide campaigns while giving local managers customization options.
MORE FEATURES

Learn about all the advantages you get with Salesmate

Seamless eCommerce integrations

Seamless eCommerce integrations

Instantly connect BigCommerce, Shopify, or your custom store via robust APIs.

Meeting Scheduler

Meeting Scheduler

Automatically find the best time to meet with clients, syncing seamlessly with your calendar.

Sandy AI

Sandy AI

Use generative AI capabilities to generate summaries, schedule meetings, and compose emails more quickly and efficiently.

Sales sequences

Sales sequences

Set up personalized follow-up sequences to keep leads engaged without manual effort.

Quotation management

Quotation management

Salesmate helps you create polished, accurate quotes in no time, so you can focus on closing deals.

Website tracking

Website tracking

Track customer visits, cart additions, and search activity on your website.

Retailers succeeding with Salesmate

Salesmate is a game-changer! It keeps my contacts organized, simplifies communication with easy-to-use email templates, and saves me hours with automation. Follow-ups, reminders, even appointment scheduling—it handles it all seamlessly.

Kate WinternitzKate WinternitzFounder, Kate Winternitz Jewelry

"I'm very satisfied so far! The design is clean, and the full set of features makes it easy to manage everything. It's intuitive and simple to use."

Christophe N.Christophe N.CEO, Luxury Goods & Jewelry

Salesmate makes cold outreach effortless. We easily automate email campaigns and track engagement with detailed open and click stats. It’s streamlined and effective!"

Cody S.Cody S.CEO

Top rated across all platforms

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

Top rated across all platforms
Top rated across all platforms
Top rated across all platforms
Top rated across all platforms
Top rated across all platforms
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Frequently asked questions

Got questions? Find answers!

How does Salesmate CRM help retail businesses grow?

Salesmate CRM helps retailers unify customer data, personalize customer experiences, and automate sales and marketing tasks. Whether you're running in-store promotions or online campaigns, Salesmate ensures every customer interaction is tracked and optimized, leading to higher sales and improved loyalty. 

Is Salesmate CRM easy to use for store associates?

Can I automate my retail marketing campaigns with Salesmate?

How does AI personalization work in Salesmate CRM?

How does AI enhance retail marketing campaigns?

What kind of support can I expect?

How do I get started with Salesmate CRM?

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