Trusted by startups to Fortune 500+ companies globally
business insights
Decisions backed by data,
not feelings!
Important insights, right in front of you.
Personalized dashboards for everyone, so teams can prioritize insights that they need to see everyday. Easily build your dashboard with 100+ widgets.
Build customized reports
Need something specific? No worries. Just pick the data and the chart, and start creating any insight that you need.
Assemble all insights into dashboards
Group relevant reports into dashboards for easier access and comprehensive analysis.
Dig deeper with interactive drill-downs
Go from aggregate insights to actual records and act on them with a single click.
Securely share insights with others
Share dashboards inside Salesmate or send them via email to your colleagues on a regular basis.
Join data to generate richer insights
Join data across built-in and custom modules to build powerful reports – no need to use BI tool.
Get all insights you need on mobile
Never skip a beat even when you are on the go with industry’s richest mobile CRM app with fully interactive reports and dashboards.
Rich automation insights
Use pre-built insights that allows you to understand and optimize performance of automations, sequences, and campaigns.
“The dashboard gives you a great snapshot of activities, sales goals, and current forecast.
If you are looking for an intuitive, lightweight, and customizable sales platform. Must try Salesmate.”
Focus with Filters
Use advanced filters, aggregates and break by for better understanding of your data.
Set and Achieve Goals
Set activity or performance goals for individuals and teams and see them crushing their quotas.
Measure Rep Performance
Measure your teams and rep’s performance with 50+ metrics and coach them.
Top rated across all platforms
Salesmate has the highest customer ratings across platforms like G2, Gartner, TrustRadius.
4.6
4.7
9.8
prepare fast
Instant insights with widgets and pre-built templates
Revenue by source over time
Find out deal sources that are generating the highest revenue for the business.
Sales pipeline
View number of deals and its value group by stages for a particular pipeline.
Sales activity leader board
See who on your team is putting the best efforts and spark healthy competition to achieve more.
Call outcomes
Explore the end results of all the calls your reps have made to improve connects and closures.
Sales Forecasting
Never have a bad quarter – avoid surprises and plan better with built-in sales forecasting.
Goal achievement
Define goals for your teams and reps, create leaderboards and help them achieve it.
Customers by Industry
Find the most profitable industry for your business.
Leads by Source
Define the best marketing channels bringing new business.
Email Template Performance
Find open, click, reply rates for email templates.
Won customers, awards, reviews,
and heartssss ❤️
Top rated apps for on the go
Salesmate offers industry’s most comprehensive mobile apps – you can manage pretty much everything on the go.
Apple Store
Android Store 
Industry’s best real-time support
Our success team is one of the prime reasons our customers love us. We are just a click away and resolve your queries quickly.
Get 1:1 Personalized Demo
- Explore customization and personalization
- Get expert advice on pricing selection
- Best ways to utilize the Salesmate
Migrate to the most trusted and secure CRM!
Nobody can access your data, not even us.
