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🚀 Salesmate Experience Updates: Improving Sequences & Introducing Brand Book in January 2023
2022 was a massive year for us in terms of taking customer experiences to the next level. We achieved amazing results last year, improving everyday productivity, CX, and new feature development. We ha
Better visibility for deal cards and control conversations effectively.
Customize your Deal Cards
You can now choose the fields which should appear on your deal cards in your selected pipeline. With this, you can view all important data without moving through multiple screens. Not only this, you can have separate fields to appear on your deal cards for each pipeline (E.g., Your Retail pipeline and wholesale pipeline can have different fields.)
You have the option to choose deals, contact and company’s default, custom fields over the deal card. At a time, you can add 10 fields to a deal card. Learn more about customizing deal cards. Learn more
Snooze a chat conversation
With our new Snooze feature, you can hold a conversation and remind yourself to follow up with them later. Snoozing a conversation with the selected time will hide it from your open conversation list. At the end of the snooze period (or if someone replies), the conversation will reopen, reminding you to follow up. Learn More
View recent conversations
We are introducing a new widget inside contact detail, which helps you view all recently performed conversations. Now you can quickly go through recent sales or support-related queries they discuss with your team. Learn more
Dhara Thakkar
Dhara Thakkar is a seasoned marketer at Salesmate. She thrives on trying new organic strategies to improve traffic & conversions, and has in-depth knowledge on how search works. When she's not working, you will find her travelling or binge watching F.R.I.E.N.D.S