Turn Your Team into Top Selling Squad

Import contacts from Google, Mobile, CSV/Excel files or capture them using our form integrations with all required fields for your business.

Intuitively filter your contacts on host of criteria and save the filters smart views (segments). Effortlessly search across all your contacts.

Say goodbye to manually entering data into the system. Salesmate auto enriches your contact data using clearbit integration.

Auto-assign contacts/leads to your sales reps using sales workflows. Not only that you can automate the busywork of sending emails.

Plan for upcoming single or recurring events, send emails, log calls or post- sales notes directly from your contact and company views.

Use powerful bulk actions to update, delete, merge, and manage your contacts. Send bulk emails, assign owners, and export.

Sync your favorite Google, Microsoft Exchange, Outlook, Yahoo or other imap services to send and receive emails directly inside Salesmate.

Get notified real time whenever someone opens or click an email, so you plan next course of action and improve engagement.

Spend less time in rewriting same emails. Use mail merge tags to personalize your email templates

Optimize your conversion rate by measuring open and click tracking of email templates, and always send email which works best for you.

Send personalized bulk emails to your customers and prospects with a single click and make mundane follow-up activities to fun one.

Get your emails auto linked with concerned deals, or manually attach with existing deals or create the new one.

Following up clients or prospects from different time zone becomes very easy with Salesmate’s schedule functionality.

Quickly set up shared team inbox using Gmail, Microsoft 365 or any other webmail service. Mention teammates in internal notes and create a collaborative environment.

A series of carefully crafted emails, sent within the right intervals, can help you gain more attention from your prospects, and eventually contribute to your sales.

Now reach to the pockets of your prospects with automated Text Sequences. Text can be a great addition to your outreach channels and very useful to deliver short information.

Activities are a huge part of the follow up process and Salesmate won’t let you miss that. Between the two stages, you can set activities and the CRM will remind you to take action.

We designed Sequences to make your process limitless, so you can create a good mix of Emails, Texts, and Activities as a part of your Sequence. And the rest will be taken care of by Salesmate!

Access information about contacts, deals, activities from anywhere. Brush up your details before starting any important meeting. fingertips

Quickly post notes or change stage/status of the deal after demo or call, so your teammates are aware of progress and can predict sales forecast. Learn more about deal management

No need to juggle between your CRM and Mail app. Directly manage all your email conversations from Salesmate with 2-way email sync.

Use email templates to eliminate the time required for rewriting long repeated emails from mobile, just select them and send them.

Enjoy call tracking facility by initiating calls from Salesmate. Log conversations, link deals, post call notes and schedule next course of activities.

Salesmate offers lots of predefined notifications and their channels. Enable most import notifications messages for you.

Connect with your contacts/prospects with just one click using voice over IP. Initiate and receive more calls with Salesmate.

Salesmate will auto log inbound and outbound calls . So you don’t miss any information.

With a call start, you get full information about the contact, past conversions and related deals on the screen, no need to search anything manually.

While on call, you may record phone calls and save them, for future usage and maintaining complete conversion history.

Measure how many calls are made and received by your teammates and their outcome. These insights are helpful to understand.

Maintain the relationship with your prospects and clients with bulk texting, personalized messages or schedule your messages to suit the time zone of your prospects and customers.

Automate your calls using a power dialer so you can focus more on selling. Set up wait time in between calls and drop pre-recorded voicemails so you don’t miss out on any prospect.

Improve your reach by getting the virtual phone number of 80+ countries. Appear local, build credibility and perform better.

Our reports present beautiful charts with compact tables to understand how teammates are performing to achieve common goals.

Salesmate reports come with different filters to analyze data at the granular level. So explore required matrix as per your requirements.

Measure how many average numbers of calls, meetings and tasks are being done by your teammates to close deals.

Set healthy competition by defining goals for your teammates and know every individual’s contribution to close a sale.

Ensure you have enough pipeline for each stage and Keep comparing forecasted and actual closers for improving your sales processes.

Don’t limit yourselves with our default reports, build customized reports with different chart formats and matrix by selecting your datasets.

Create and customize form fields based on your requirements. Add or modify text fields, check boxes, and tags to collect required information.

You can capture leads by embedding the web form on your website. Or, you can place the web form link in your email body and share them on social media as well.

Nurture your leads with web forms and Salesmate’s powerful automation. Send automated emails once your prospect submits the form and nurture them.

Attract your leads with targeted emails using tags in web forms. Create multiple segments of your leads by assigning tags based on their preferences.

Work as per your availability; sync your calendar with Google or Microsoft 365 and keep your clients up-to-date with your available time slots. Collect your prospect’s information in your CRM whenever they book a meeting with you.

Whether it’s a one-to-one meeting or a group meeting, you can book time slots using Salesmate’s meeting scheduler. Once you set the time slot for a meeting, notifications will be sent to all parties automatically.

Schedule meeting based on your team’s availability so everyone’s on the same page. In case you don’t have a designated sales rep, set up a round-robin meeting and you’re good to go.

You can either share your calendar link with your prospects via email or simply embed it on your website. No coding required!

With Salesmate’s auto profile enrichment, you don’t have to manually create contact profiles. It can fetch data of your contacts in seconds and add it right inside your CRM.

Create an automated onboarding process for your customers. Once they sign up, send a series of onboarding emails containing company resources and information to help them get acquainted.

Update records, auto-assign and rotate deals, notify team members and send emails to your customers by automating your sales workflows.

Run workflows by creating custom fields and send greeting emails on your customer’s birthday or anniversary to nurture relationships.