Trusted by startups to Fortune 500 companies globally
Personalize
CRM that celebrates your
uniqueness!
Most CRMs can’t handle your process, Salesmate CRM has the answer!
Everything you need to give your team the CRM that they would love to use is built-in and ready for customization. Sales, marketing, account management, or your unique processes, you name it, you can build it and automate it in Salesmate CRM without compromise.
- Contacts
- Accounts
- Pipelines
Capture any and all data with custom modules
Manage subscriptions, leads, customers, partners, all in a single platform. Get a clear picture of how your business is performing, and make ground-breaking decisions together.
Build your desired process
Start with our industry pipeline templates or bring your proven processes inside Salesmate CRM with no compromise. Create multiple pipelines for different operations.
Choose what you need to see and how
Craft perfect views and workflows for every user with custom fields, beautiful colors, and more.
Collaboration is just an @ away
Create teams, engage with teammates by simply tagging them in conversations, notes, chats, or deals.
Filter and Sort
Know what you need to know without manually digging through data.
Bulk Actions
Update, transfer, delete or merge data in bulk. Zero stress!
Permissions & Roles
Manage access and information for teams for personalized experiences.
CRM FOR ALL FRONT-LINE TEAMS
Go beyond basic tables
and forms
Give everyone the information and clarity they need with custom layouts
De-clutter information for each team with customized layouts for every team. Show exactly what each team wants to see in their CRM using drag-and-drop layouts.
- For Sales Team
- For Marketing Team
- For Success Team
Pre-built Widgets
Create your own modules, fields, pipelines, dashboards and more, so you can craft perfect CRM for your
Field Rules
Set rules and field dependencies for clean user experience for everyone.
Formula Fields
Create custom fields with formulae for automatic calculations.
“I was very quickly impressed with the level of customization the software allows.”
Jaime N.
Founder & CEO, Bloominari
Personalize
Making everyday easier for leaders and
revenue teams
Sales Leaders
Sales Reps
Marketers
Customer Success
Business Owners
CRM for Sales Leaders
Get insights into what’s going on with each step of your sales process. Personalized dashboards,
custom reporting, and pipeline forecasting will help.
CRM for Sales Reps
Communicate at the right time with right built-in tools, and close more deals.
CRM for Marketers
Build high-performing campaigns, automate processes, and generate quality leads for sales teams.
CRM for Customer Success Reps
Deliver the finest customer support with live chat, chatbots, shared inboxes, and so much more.
CRM for Business Owners
Generate new business opportunities, communicate with prospects, and deliver the best support, all using built-in tools.
Monitor and analyze your sales pipelines
Get real-time view of your entire sales pipeline. Ensure that all deals are moving forward and no ball is being dropped.
Make sure your team keeps closing and have right nudge and coaching to grow faster.
Track sales progress in real-time
Stay on top with real-time notification of team’s activities. Someone moved a deal to the next stage? You’ll know it.
Find opportunities to grow and improve
Why John is crushing quotas but Sally is struggling? Use built-in reports to track and improve teams and pipelines.
Crush Quotas
Set sales goals and achieve them every month, quarter, and year.
Build predictability
Forecast how much your team is likely to close this month.
Sell on the go
Don’t skip a beat even when you are on road with our mobile apps.
Empower your sales team with these popular sales tools that they actually need to save time and sell more.
Built-in Calling
Make and receive calls to contacts from Salesmate CRM.
Email Tracking
Get instant alert when prospect opens or clicks on your emails.
Meeting Scheduler
Book demos and meetings on your MS or Google calendar.
Sales Sequences
Automate outreach and follow-up cadences with ease.
CRM with Texting
Use texts for sales, meeting reminders, offers, or more.
Live Chat Software
Turn web visitors into leads with real-time 1:1 conversations.
“Incredible Sales Automation CRM and Omni-channel tool. Salesmate CRM team continues to deliver a quality product for seasoned sales professionals.”
Bob W.
Sales Leader, Prophecy
2
Inbound, outbound, and ABM, all work like a charm with Salesmate CRM
Experience a CRM that supports all your sales styles. Outbound? Channel Sales? Recruiting? Enterprise Sales? Bring it on, Salesmate CRM will empower your reps to thrive and not get into their way of working.
- Inbound Sales
- Outbound Sales
- ABM Campaigns
Every modern sales tool is built-in
Sync your emails, make calls, send text messages and book meetings flawlessly with
built-in tools designed for sales reps.
- Smart Emails
- Built-in Calling
- Text Messaging
- Meeting Scheduler
Get more leads with automated outreach
Got a list of suspects? Enroll them in a sequence. Salesmate CRM will keep following-up until they reply. So, you get fresh leads and 20% more time to close deals.
Don’t let any deal fall through the cracks
Identify deals that need your attention. Instantly know which deals are rotting and where the follow-ups are due.
Stop loosing time on data entry
Salesmate CRM automatically logs activities, calls, emails, texts and more on a timeline. No more manual entries!
Industry’s first AI co-pilot for reps
Ask Sandy to write and email or create a meeting for you. It’ll do it. Just like that!
Email Tracking
Get notified instantly when a lead opens emails to follow-up in that moment.
Email Templates
Turn your best performing emails into re-usable email templates.
Sell from Gmail
Never miss an opportunity to close a deal, no matter where you are.
“I love that we have created pipelines for our sales team as well as for our retention department. Salesmate CRM makes it so easy to win our deals and to track them.”
Lisa Kraus
Process Admin, IdealTraits
3
A true multi-channel experience to generate more leads
Build beautiful email, text, and chat-based campaigns to generate leads and directly bring them into Salesmate CRM to score and send them across sales teams.
Design, A/B Test and analyze campaigns
Test emails, texts, and campaign strategies and find your perfect match. See what works best for your business.
Achieve highest open rates with text marketing
Spread your business to 80+ countries with text campaigns and generate high-quality leads for sales.
Powerful marketing automation engine for every use case
Simplify complex marketing processes with a drag-and-drop journey builder with 60+ triggers, conditions, and actions. You can pretty much automate anything!
Form Builder
Create web forms and embed them on your website. Start collecting new leads fast!
Visitor Tracking
Track user behaviors such as page views, CTA clicks, and events across the web, mobile, or product.
A/B Testing
Find out what works with your prospects and make data-driven choices in real testing.
“Salesmate CRM’s intelligent email campaign tracking makes my campaigns GDPR compliant in Europe. It is the most complete and reliable new age CRM you can trust.”
Labanya Roy
Client Acquisition, Covalensedigital
4
A unified inbox to deliver exceptional customer experience
Bring conversations from all the channels like chat, bots, and social media in the same inbox to collaborate with teammates and deliver A+ customer support.
1:1 engagement with website visitors
Connect with website visitors or customers and resolve queries in real time with Live Chat.
Automate conversations with chatbots
Set up automated chatbots to help customers save efforts and improve experiences.
Use 360 insights to improve conversations
Get context first before starting any conversation with history, timeline, and company insights.
Share a pizza, and an inbox
Offer outstanding email support as a team using our powerful Team Inbox.
Improve CSAT
Ask for customer feedback right after you deliver happy moments.
Conversation Reports
Find patterns in customer issues and resolve them pro-actively.
Automate Processes
Automate chats, assignments, CRM updates, and more.
“We quickly realized that Salesmate CRM is much more than sales. We use it for all aspects of customer relationship to gain 360° perspective of our prospects and members.”
Gaurav Mahajan
Growth Associate, Four Hands Web Solutions
5
Organize and manage all your contacts and conversations in one simple place
Replace clunky spreadsheets with a modern CRM that brings all your contacts and customer conversations in one place. It’s dead simple yet powerful to generate leads with marketing, manage sales, and offer support – no other software is needed.
Get more leads with marketing campaigns
Drive impact on lead gen with personalized and automated marketing campaigns.
Track all customer conversations as it happens
Make calls, emails, texts, and track all the activities, and stay on top of your game.
Close more deals with visual sales pipeline
Bring all your deals into a Kanban-style board and figure out where you need to focus.
Offer outstanding service with live chat
Help website visitors with their queries in real time using live chat software.
Reduce efforts and grow fast with automation
Automate tasks, processes, campaigns, pretty much anything with an industry-leading automation engine.
Improve outcomes with actionable insights
Get deeper insights into lead sources, communication performance, and revenue with reports and dashboards.
CRM that grows with you without breaking the bank
From team of 1 to 1000, Salesmate CRM can support you at every stage. Bring all your contacts, tools, processes and data together in one place. Pay for what you use and scale it on-demand at a reasonable costs.
“Salesmate CRM allows us to strategize communication with new clients and with existing ones. This is by far the most robust and user-friendly CRM.”
Daniel Cragin
Founder, Boldly Forge
Personalize
Setting the new standard for
CRM software
Best Rated Eveywhere
Salesmate CRM has won hundreds of awards and is consistently rated the best across the board by thousands of customers.
“The support is Top Notch! Best support I've ever received from a CRM. Salesmate CRM is amazing, and it has completely blown me away.”
