All-in-one CRM for business leaders like you

Lead your team to new heights with complete visibility, actionable insights, and intelligent automation. Salesmate helps you simplify operations, manage your pipeline, and close deals faster. 

  • Achieve 100% pipeline visibility and control over every deal in real-time. 

  • Drive team productivity with AI assistance and automated workflows. 

  • Crush your targets using data-driven insights and accurate forecasts. 

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All-in-one CRM for business leaders like you

Trusted by 8,500+ businesses globally

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Your business, your way!

Why business leaders choose Salesmate CRM

Sales leaders thrive on predictable revenue, efficient processes, and a high-performance team. With Salesmate, you get the tools to gain clarity, save time, and drive consistent results. Focus on strategy and leadership while Salesmate streamlines your sales operations from end to end.

Complete pipeline visibility
STAY AHEAD OF EVERY DEAL

Complete pipeline visibility

Get a unified, up-to-the-minute view of your entire sales pipeline so you never miss an opportunity or let a deal slip through the cracks. 

  • Real-time deal tracking: Monitor every deal’s stage and progress in real time, across every rep and pipeline, from one intuitive dashboard. 

  • No more surprises: Instantly spot stalled deals or bottlenecks and take action early to keep your pipeline healthy and moving. 

  • Prioritize high-value opportunities: Identify your biggest deals and at-risk opportunities at a glance so you can focus your team’s efforts where it matters most. 

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Team performance tracking & coaching
EMPOWER YOUR TEAM

Team performance tracking & coaching

Keep your finger on the pulse of your sales team’s activities and results. Salesmate automatically tracks your team’s outreach and helps you coach them to peak performance. 

  • Activity logging made easy: Every call, email, meeting, and task is automatically logged and organized, giving you complete visibility into your team’s daily efforts without chasing spreadsheets. 

  • Goal tracking: Set team and individual sales targets and monitor progress in real time. Know who’s on track and who needs help, so you can motivate and guide your reps to hit their quotas. 

  • Collaboration & coaching: Use built-in tools like @mentions, shared notes, and team alerts to collaborate on deals. Provide timely feedback and coaching tips right inside the CRM to help reps close more deals. 

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Advanced reporting & analytics
LEAD WITH DATA

Advanced reporting & analytics

Make informed decisions with in-depth reports and forecasts tailored for sales leadership. Salesmate turns your sales data into actionable insights. 

  • Customizable dashboards: Visualize key metrics – like win rates, pipeline value, and sales cycle length – on dashboards you can tailor to your needs. Get a clear snapshot of the performance at any moment. 

  • Sales forecasts you can trust: Predict future revenue with accuracy. Salesmate’s forecasting tools analyze historical trends and current pipeline data to help you forecast sales and set realistic goals with confidence. 

  • Deep dive insights: Identify what’s working and what’s not. Drill down into detailed reports on activities, pipelines, and outcomes to uncover coaching opportunities and new strategies to boost revenue. 

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Efficient sales automation
MANUAL IS OLD NEWS

Efficient sales automation

Free your team from repetitive tasks and ensure every lead is followed up promptly: Salesmate’s automation engine helps your team sell more by doing the busy work for them.

  • Automated workflows: Instantly assign leads, schedule follow-ups, and update deal stages with rule-based automation. No more leads slipping through the cracks or manual task juggling.
  • Consistent sales playbooks: Create repeatable sales sequences and playbooks that automatically engage prospects at the right time with emails, texts, or tasks. Your team can focus on selling while Salesmate handles the routine outreach.
  • Faster response times: Respond to new inquiries 24/7. Trigger immediate emails or SMS when a prospect shows interest (like submitting a form or replying to an email) so your team engages leads faster than the competition.
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Spreadsheets are not a strategy
Smarter sales pipeline monitoring

Spreadsheets are not a strategy

Stay on top of your sales process with a visual, real-time pipeline that helps you manage opportunities with ease. Focus your efforts where it counts and move deals forward with clarity and control. 

  • Visual deal tracking: Manage every stage with an intuitive drag-and-drop interface. 

  • Organized pipelines: Structure and monitor multiple sales pipelines based on teams or goals. 

  • Timeline insights: Access a complete interaction history for each contact to guide your next move. 

Sandy AI – Your intelligent sales assistant
AI CO-PILOT ADVANTAGE

Sandy AI – Your intelligent sales assistant

Leverage the power of AI to boost your team’s productivity and effectiveness. Sandy AI, Salesmate’s built-in sales assistant, helps you and your reps work smarter. 

  • AI-Powered Summaries & Insights: Automatically generate summaries of calls, meetings, and deals. Sandy highlights key discussion points, action items, and next steps-so your team can stay aligned and never miss a detail. 

  • Smarter Follow-Ups: Sandy helps you plan the perfect follow-up by analyzing past interactions and surfacing what matters most. Easily identify next actions and personalize your outreach based on real-time context. 

  • Effortless, On-Brand Communication: Draft personalized emails, messages, and sequences in seconds. Whether it’s prospecting or post-sale communication, Sandy ensures your team saves time and sends sharp, tailored messages every time. 

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Goal tracking for real-time wins
SET IT, CHASE IT, SMASH IT

Goal tracking for real-time wins

Keep your team aligned and motivated with clear goals and real-time progress tracking. Stay updated on key milestones and drive accountability across every stage of the sales journey. 

  • Defined objectives: Set measurable goals for individuals and teams to stay focused. 

  • Live updates: Get instant notifications on achievements, updates, and activity milestones. 

  • Cross-device tracking: Monitor progress anytime, anywhere-on desktop or mobile. 

Deliver support that keeps customers coming back
SALESMATE SUPPORT SUITE

Deliver support that keeps customers coming back

Delight your customers with fast, personalized service powered by smart automation and intuitive tools. Manage queries efficiently and build strong relationships - all from one unified platform. 

  • Smart ticketing: Organize and resolve issues with tailored pipelines and SLA tracking. 

  • AI-powered help: Assist agents with intelligent suggestions and automated responses. 

  • Self-serve tools: Provide instant answers through knowledge bases and customer surveys. 

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Strategic Contact Management
KNOW WHO TO REACH. WHEN TO REACH

Strategic Contact Management

Organize your contacts with precision to deliver personalized experiences that drive results. From tagging and filtering to automated campaigns, manage your audience effortlessly and convert faster. 

  • Targeted segmentation: Use smart filters, tags, and custom fields to group contacts meaningfully. 

  • Automated outreach: Launch drip and text campaigns tailored to each segment. 

  • Effortless prioritization: Queue up high-potential contacts for timely follow-ups and engagement. 

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MORE FEATURES

A Scalable CRM for visionary sales leaders

Keep your team focused & accountable

Keep your team focused & accountable

Ensure no follow-up is missed with task assignments, priority setting, and daily reminders. Keep your reps on track with smart agendas to drive consistent performance.

One place for every conversation

One place for every conversation

Centralize all emails, calls, and meetings, giving your team easy access to conversation history and context to respond faster and close deals efficiently.

Robust security you can rely on

Robust security you can rely on

Salesmate secures your data with enterprise - grade encryption and GDPR compliance, so you can focus on scaling while we protect your customer information.

Data-driven insights to fuel growth

Data-driven insights to fuel growth

Access real-time, actionable data through comprehensive reporting. Monitor sales performance and team activity to optimize your strategy for growth.

Customizable & actionable reports

Customizable & actionable reports

Track KPIs and performance with fully customizable reports. Get deep insights into your pipeline, conversion rates, and team activities to drive informed decisions.

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
Try it yourself

Go-to CRM for leaders who value sustainable success

From solopreneurs to fast-scaling teams, business owners trust our CRM to simplify customer management, strengthen connections, and drive consistent growth. Whether you're nurturing leads or delighting loyal clients, our CRM helps you stay personal, organized, and ahead of the game.

So, I have several businesses. Salesmate helps me gather leads from websites, use different telephone numbers for each business and helps me segment contact database as needed using tags, and lists. I use a different pipeline for each sales effort and project tracking. It records telephone calls and allows for text messaging

Bismark Delvillar
Bismark DelvillarOwner
Frequently asked questions

Got questions? Find answers!

Why is a CRM essential for my business growth?

A CRM (Customer Relationship Management) system is a game - changer for business owners looking to streamline operations and improve customer interactions. It centralizes your sales data, automates time - consuming tasks, and offers detailed insights into your sales pipeline. By managing customer relationships efficiently, a CRM helps you increase conversion rates, reduce manual errors, and foster long-term loyalty. Whether you're a small business or scaling rapidly, a CRM gives you the tools to nurture leads and grow your business systematically. 

How will this CRM help scale my business?

What kind of reports can I access with Salesmate?

How does Salesmate ensure data security for my business?

Can Salesmate support multiple sales pipelines or businesses?

How do Salesmate optimize team performance?

Is Salesmate customizable to fit my specific sales process?

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