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Sales features collaborate so your team can collaborate, effortlessly!

Collaborative CRM built for remote sales teams
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Assign sales activities to your teammates in deals or any on-going communication. Teammates will always be notified and the process will move smoothly!

Now plan & track every sales activity and associate them with the right deal. Salesmate will also help you automate your activities, so you can invest more time in selling!

Track, assign, automate sales activities
Share list views with your team

Custom list views are Godlike when you’re dealing with a lot of data. With customizable list views, you can bifurcate the pile of data and share them with your colleagues.

With our collaborative CRM, create & save unlimited list views with favorite data columns and share them with your colleagues in no time.

Simply one of the best team collaboration features in Salesmate CRM. Shared team inbox allows members to use the common email address and work on it as a real team!

Members can respond to customers, and everyone can see the process from the beginning till the end! Our customers use this feature to assign emails to each other so the best one handles the deal.

Shared team inbox
Mention, Notes & Notifications

With Salesmate collaborative CRM, you can mention teammates in any module to notify the user. Users receive notifications on their dashboard individually and also on their mobile app. So, there’s no missing out on anything.

You can take notes during the call or inside deals, so your teammates can be on the same page for every single deal!

Top rated across all platforms

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

fafr
high performer fall 2024
momentum leader fall 2024
Easiest to do business with SPRING
Get App 2024

4.6

4.7

lr

9.8

With Salesmate built-in phone system, one number can be assigned to multiple users. Once customer contacts, every user gets the ring, and anyone can proceed with the call. The rest of the users will get a notification.

You can also transfer the ongoing call to your teammates. With Call History and Call Recordings, every single teammate will have information about the ongoing deals.

Built-in calling
Create custom reports

Every user can create custom reports by adding custom sections of their choice. You can simply select modules and sub-modules for the report and add the data columns of your choice.

Based on your company hierarchy, teammates can check out your custom reports and get every vital information about ongoing deals and pipelines. Now, you can also create custom reports using our Google Data Studio integration.

Custom templates can save a lot of time for you and your team. With Salesmate, you can create email and text (SMS) templates for your Workflows and Sequences.

Every user from your organization can utilize these templates for their processes. Meanwhile, you can always have an eye on the performance of each template!

Email & text templates
Mobile App

Salesmate mobile app makes our CRM a team collaboration tool in a true sense. You can access every vital information, anytime, anywhere, no matter where you are!

We always make sure that our mobile apps for iOS & Android are updated regularly with the most demanded features by our customers.

Salesmate allows you to create and automate a dream sequence where you can include emails, texts, activities as per your choice and conditions.

Sequences can be designed and executed with different levels of access. You can design a sequence with Public/Private access.

Sales Sequences
Connect Salesmate CRM with your favorite apps

Salesmate CRM integrates with the apps that teams daily use like Google Calendar, Slack, QuickBooks, MailChimp and more…

Benefits of using Salesmate
collaborative CRM

Affordable
Affordable

Salesmate wins hearts because it offers a bunch of features at the most affordable prices that a small businesses can afford. Salesmate comes with 2 mindfully-designed plans!

Secure & reliable
Secure & reliable

Your data is stored in a completely encrypted format, with extra controls, ensuring 100% isolation and higher confidence of not mixing
or leaking.

Sales Automation
More productive

Salesmate provides automation in features like activities, data entry, sequences, workflows, etc. You can put your sales tasks on autopilot to invest more energy into selling better!

Customizable
Customizable

Salesmate can be tailored according to your business needs. From custom pipelines to automated sequences, you can literally mold Salesmate according to your needs.

Compatible
Compatible

Salesmate makes sure you don’t have to suffer when working with your favorite tools. We have more than 2000+ integrations, so you can work effortlessly with your existing tools.

Keeps you focused
Keeps you focused

With the right set of features, Salesmate makes sure you’re focused on building relationships and improving your sales. It is designed to help you grow and achieve your goals!

What they say

Happy & Growing Customers

I have tried many CRM for my real estate business, and found none like Salesmate. Really impressed with its excellent features like email tracking, email scheduling, and workflow automation.

Andrew James
Andrew JamesChrome User

After trying over 30 different CRM software, I found everything I need in Salesmate without paying over the odds. It gives flexibility to customize. Besides, they have outstanding customer support too.

Brett Thomas
Brett Thomas Chrome User

Great CRM with more features than other CRMs that's triple the cost. Very user friendly interface, very friendly and responsive support.

Alan Quan
Alan QuanAndroid

An absolutely outstanding CRM with built-in email and text scheduling / templates, extensive organization & customization capabilities, and robust workflow automation. And all at a great price! Very highly recommended!

Bruce Driggers
Bruce DriggersChrome User

The chrome plugin (Gmail CRM) of Salesmate has been a huge help. It's incredibly simple to use and super intuitive. The support is quick and precise. Would definitely recommend.

Nate Jones
Nate JonesChrome User

With Salesmate, it’s simple, personal and productive for everyone.

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