Contact Management
Effectively manage your contacts and relationships with a 360° contact management feature from Salesmate CRM. Easily import or capture your contacts/leads, enrich them, track all conversations and activities, and have informed conversations with better insights.
Learn more on contact management
Create reliable data repository
Import contacts from Google, Mobile, CSV/Excel files or capture them using our form integrations with all required fields for your business.
Filters / Segmentation / Search
Intuitively filter your contacts on host of criteria and save the filters smart views (segments). Effortlessly search across all your contacts.
Auto profile enrichment
Say goodbye to manually entering data into the system. Salesmate auto enriches your contact data using clearbit integration.
Auto assignments
Auto-assign contacts/leads to your sales reps using sales workflows. Not only that you can automate the busywork of sending emails
Sales activity tracking
Plan for upcoming single or recurring events, send emails, log calls or post- sales notes directly from your contact and company views.
Bulk actions
Use powerful bulk actions to update, delete, merge, and manage your contacts. Send bulk emails, assign owners, and export.
Sales Pipeline
Quickly view, organize, prioritize and follow-up using simplified pipeline view of your complex sales process to close more deals.
Learn more about sales pipeline
Visual sales pipeline
Get clear visualization of your deals spread across different stages of the sales pipeline with clear indications where you need.
Easy to use
Filter and sort required deals, drag drop them from one stage to another or quickly plan next actions from board view itself.
Activities and automation
Automate creation of follow-up tasks, calls or demos when a deal reaches to the particular stage or set auto reminders for deals.
Improve collaboration
Every part of your communication is like notes, emails, planned and completed activities is present on your deal timeline.
Deal pipeline forecast
Get insights around the overall health of your sales pipeline based on each deal’s current stage and plan.
Manage deals on the go
All information about deals and required plan of action to close them is available on Salesmate IOS/Android apps.
Smart Emails
Know what happens to your emails once you hit send. Build email templates and measure their performance to get actionable insights to optimize your sales process.
Learn more about smart emails
2-way email sync
Sync your favorite Google, Microsoft Exchange, Outlook, Yahoo or other imap services to send and receive emails directly inside Salesmate.
Email tracking
Get notified real time whenever someone opens or click an email, so you plan next course of action and improve engagement.
Personalised templates
Spend less time in rewriting same emails. Use mail merge tags to personalize your email templates
Insightful email metrics
Optimize your conversion rate by measuring open and click tracking of email templates, and always send email which works best for you.
Send bulk emails
Send personalized bulk emails to your customers and prospects with a single click and make mundane follow-up activities to fun one.
Never miss emails
Get your emails auto linked with concerned deals, or manually attach with existing deals or create the new one.
Deliver when you want
Following up clients or prospects from different time zone becomes very easy with Salesmate’s schedule functionality.
Team Inbox
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.
Smart Queue
Choose a bunch of activities you want to perform in a day and create an automated Smart Queue. Drastically improve your sales efficiency with task automation
Learn more about Smart Queue
Design your ideal day
Bunch up your favorite activities for the day and run them one by one using Smart Queue. This functionality will take away a huge chunk of your manual work and offer apex efficiency.
Control the queue
Control every aspect of the automated queue while using automation. You can Pause & Resume the queue, Skip & Reschedule activities, and manually complete every activity.
Use it as a Power Dialer
Smart Queue can be used as a Power Dialer to call a list of prospects one after another in a row. Power Dialer will definitely double up your calling performance!
More tasks = More sales
Optimize your conversion rate by measuring open and click tracking of email templates, and always send email which works best for you.
Sequences
Create a solid mix of emails, texts, and activities to take regular follow ups of your prospects and drastically close more deals, all working on autopilot.
Learn more about Sequences
Email Sequences
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.
Text & MMS
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.
Activity as a reminder
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.
Mix it up a little bit!
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!
Customizations
One size doesn’t fit all. Salesmate provides plenty of Customizations to tailored fit your company’s style, and push selling to next level with your teammates.
Learn more about customizations
Deal pipelines and stages
You can build multiple sales and business pipelines with different stages for each, to support your different teams or products.
Custom fields
Feel free to capture and arrange the different type of data for your contacts, companies and deals, so that you can drive better results by analyzing.
Custom activity types
Custom activity types help you to track the required type of communication for closing a deal and enables.
User roles and access control
Keep full control over your business's data by creating and assigning roles to your users, to make sure that only required records.
Custom views (segments) / Reports
Access data which matters to you in the required format. Use filters to create segments, reports and widgets which you want to access.
Multiple currencies and time-zone
Don’t worry if your team is distributed in multiple time zones or have clients from different countries.
Mobile CRM
Supercharge your productivity while you are working on-the-go with Salesmate’s IOS / Android mobile apps. Get 360° view, manage deals or schedule and perform activities.
Learn more about mobile CRM
Data at your fingertips
Access information about contacts, deals, activities from anywhere. Brush up your details before starting any important meeting. fingertips
Manage deals
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
Integrated inbox
No need to juggle between your CRM and Mail app. Directly manage all your email conversations from Salesmate with 2-way email sync.
Productive email templates
Use email templates to eliminate the time required for rewriting long repeated emails from mobile, just select them and send them.
Log calls
Enjoy call tracking facility by initiating calls from Salesmate. Log conversations, link deals, post call notes and schedule next course of activities.
Notifications
Salesmate offers lots of predefined notifications and their channels. Enable most import notifications messages for you.
Integrations
Salesmate comes with essential integrations to save your time and deliver extended functionality. Connect your favorite apps and streamline business processes.
Learn more about integrations
Gmail / MS Exchange / Outlook / More
Connect your favorite email provider with Salesmate via 2-way email sync functionality, and enjoy auto linking of emails with contacts.
Google Calendar
Sync your activities with google calendar, to visualize your week or months planning and get reminded about them.
Google Drive
Easily upload and browse documents with contact, deals or activities using Google drive integration.
ClearBit
Auto enriches your contact information with limited data entry, so you can focus on closing more deals than furnishing data manually.
QuickBooks Online
Find your important financial details like invoices, payments, and estimates inside your contact records with Salesmate + QuickBooks Online Integration.
Gravity Forms
More power for your WordPress website, by utilizing your existing forms to capture new contacts and deals and schedule next set.
Slack
Increase collaboration between teammates by auto posting updates about deals or searching required details without leaving the slack channel.
Zapier
Use Zapier integration Connect Salesmate to hundred of different apps to boost your business.
RingCentral
Make, Receive and log calls directly inside Salesmate. Access full contact and deal information during contact and capture quick.
PieSync
Sync your contacts between your favorite cloud apps ( MailChimp, Google, ActiveCampaign) and Salesmate using PieSync’s robust integration.
Google Meet
Salesmate’s native integration with Google Meet enables you to send meeting invitations right from your Salesmate account. Simply connect your google calendar and schedule meetings without hassle.
Zoom Meetings
Schedule Zoom Meetings without leaving your Salesmate account. Easily schedule Zoom meetings, add it to your activities, and join the meeting right from Salesmate. You can also access the recordings of past sessions.
Built-in Phone
Avoid time wasted in manually dialing numbers and making any mistakes. Just call to people with a single click, take notes during the call and log them to drive better insights about your sales process.
Learn more about Built-in Phone
Use click-to-call
Connect with your contacts/prospects with just one click using voice over IP. Initiate and receive more calls with Salesmate.
Automatically log calls
Salesmate will auto log inbound and outbound calls . So you don’t miss any information.
Conversation history
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.
Call Recordings
While on call, you may record phone calls and save them, for future usage and maintaining complete conversion history.
Activity reports
Measure how many calls are made and received by your teammates and their outcome. These insights are helpful to understand.
Text Messaging (SMS)
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.
Power dialer
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.
Get virtual phone number
Improve your reach by getting the virtual phone number of 80+ countries. Appear local, build credibility and perform better.
Activity Management
Always keep track of what is happening and what needs to be done to drive more sales and increase team collaboration.
Learn more on Activity Management
Customize activities
Salesmate comes with a predefined set of common activity types, but as every business is unique.
Work in collaboration
Create and share activities with your teammates, so everyone is aware of the progress and can collaborate to finish them together.
Notifications
Get notified whenever an activity is assigned to you, any notes is posted inside or it is due. So you never miss anything which is important.
Detailed reports
You get lots of different insights like activities over time, activities by user and type of activities done by teammates to measure performance.
Reporting
Fuel your growth with the proper analytics and visual reporting for each aspect of your small business. Make sure your team is chasing required goals with the right approach.
Learn more about reporting
Visual sales reports
Salesmate reports come with different filters to analyze data at the granular level. Explore the required metrics as per your specific needs.
Detailed analytics
Salesmate reports come with different filters to analyze data at the granular level. Explore the required metrics as per your specific needs.
Sales activity reports
Measure the average number of calls, meetings, and tasks your teammates complete to close deals effectively.
Goal oriented reports
Set healthy competition by defining goals for your teammates and know every individual’s contribution to close a sale.
Pipeline & revenue reports
Ensure you have enough pipeline for each stage and Keep comparing forecasted and actual closers for improving your sales processes.
Custom reports
Don’t limit yourselves with our default reports, build customized reports with different chart formats and matrix by selecting your datasets.
Product Management
Businesses dealing with multiple products and services can easily create, add, manage the list of the products and associate the same to deals. Keep a track of everything you sell.
Learn more on Product Management
Add Products
Salesmate CRM lets you tailor product information to suit your needs. Add and customize product descriptions, tags, SKU codes, variations, and pricing seamlessly using the product management features.
Associate products with deal
Effortlessly add single or multiple products to your deals within Salesmate CRM. Choose any product(s) from your consolidated product list and associate them with a specific deal.
Adjust pricing easily
Add value to your prospects' purchases by offering better discounts and closing deals faster. Easily adjust product variations and prices, as Salesmate supports multiple currencies for seamless transactions.
Track your product reports
Effortlessly add, manage, and sell your products using Salesmate CRM’s product management features. Generate detailed reports based on sales data to assess product popularity and sales volume.
Web forms
Create visually appealing and customizable web forms in minutes. Collect leads and get access to all the information within your CRM so you can focus on closing more deals.
Learn more on Web forms
Customizable web forms
Create and customize form fields according to your needs. Add or modify text fields, checkboxes, and tags to collect the necessary information.
Share or embed forms
Capture leads by embedding the web form on your website, or share the form link in your emails and on social media to reach a wider audience.
Automated outreach
Leverage Salesmate’s powerful automation to nurture your leads. Automatically send follow-up emails when a prospect submits a form to keep them engaged.
Lead segmentation
Engage your leads with targeted emails by using tags in web forms. Create lead segments by assigning tags based on their preferences, and tailor your outreach accordingly.
Messenger
Salesmate’s messenger enables you to connect with your customers in real time. Use the messenger to connect faster, engage better, increase your brand presence, and solve customer queries instantly.
Learn more about Messenger
Capture leads
Qualify your leads and create detailed profiles right in your CRM to engage more effectively and boost conversion rates.
Customized chat widget
Create a chat widget that aligns with your brand’s identity. Customize the colors and add a welcome message to start conversations seamlessly.
Provide better support
Reduce response times and engage with your customers in real-time to solve their queries instantly using live messenger.
Collaborate with ease
Ensure every lead receives the attention it deserves by assigning it to the right team member. Set ownership and loop in others to provide superior assistance.
Availability settings
Set up your live chat agents' availability times so customers know the best moments to connect with your team.
User segmentation
Segment your users by assigning tags and perform targeted outreach to boost your response rate and engagement.
Meeting Scheduler
Now, no more exchanging emails for booking meetings. Salesmate’s meeting scheduler is here to simplify your work and allows you to book meetings without any hassle!
Learn more about Meeting Scheduler
Organized calendar
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.
Book your meetings
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.
Set meetings based on availability
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.
Share or embed your calendar
You can either share your calendar link with your prospects via email or simply embed it on your website. No coding required!
Marketing Automation
Create and execute targeted marketing campaigns with Salesmate’s marketing automation feature. Automate every touchpoint of your customer journey and nurture them with timely follow-ups.
Read about Marketing Automation
Drip campaigns
Segment your website users based on their actions on your website and execute personalized email campaigns. Cover multiple touchpoints by creating drip campaigns to attract more leads.
Account based marketing
Identify the pain points of your targeted accounts and execute your personalized marketing campaigns with marketing automation. Moreover, create different journeys for every stage of your marketing campaign and close deals faster.
A/B testing
Find out which strategy is performing better by A/B testing your campaigns. Automatically split your email lists and send different variations and track its performance to optimize your campaign.
Track user engagement
Stay updated on your prospect’s moves by keeping a track on email open and reply rate. Create personalized emails and engage with your prospects based on their preferences.
Sales Automation
Stay connected with your lead at every step of your sales process. Accelerate your sales process and automatically assign deals and tasks among your sales team.
Read about Sales Automation
Data entry automation
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.
Automate customer onboarding
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.
Sales workflows
Update records, auto-assign and rotate deals, notify team members and send emails to your customers by automating your sales workflows.
Personalized outreach
Run workflows by creating custom fields and send greeting emails on your customer’s birthday or anniversary to nurture relationships.