Product Updates

Salesmate is getting better every day. Find all the latest Salesmate CRM feature updates here.

New December 02, 2024

Duplicate Management

With Salesmate Duplicate Management, you get to decide how duplicates are handled. Set up your own matching rules, choose to either warn users or block duplicates, and maintain clean, reliable data.

New December 02, 2024

Enhanced Webforms

Webforms are evolving to help you gather better data. Now, you can add custom form-specific fields and even enable file uploads.

New December 02, 2024

Snippets

Snippets let you save frequently used text—like quick replies, FAQs, or product details—and use them effortlessly across emails, chats, or text messages.

New November 11, 2024

Quote Management

We’re excited to announce the launch of Salesmate's Quote Management feature. This feature simplifies creating, sending, and tracking quotes, making your sales process more efficient and professional.

New November 11, 2024

Auto Increment Fields

Our Auto Increment Field allows you to automatically generate unique identifiers for deals, contacts, or any custom field where you need a running sequence.

New November 11, 2024

Dark Mode

Dark Mode is available across all views and screens in Salesmate, providing a sleek, modern look that’s easier on the eyes

Update November 11, 2024

Sandy AI (Beta)

With Sandy AI, scheduling meetings has never been simpler. You can also quickly summarize chats, tickets, or email threads.

New November 11, 2024

Smart Flows

With Smart Flows, you can automate repetitive tasks across all custom modules and tickets and even integrate with APIs for seamless communication with your favorite tools.

Update August 12, 2024

Deal Rotten Date

Instead of just a Rotten Period, we’ve introduced a Deal Rotten Date. You’ll see this date in board views, list views, and detail pages, giving you a clear heads-up on when a deal’s gone stale.

New August 12, 2024

Deal-based lookup fields

With our new Deal-based Lookup Fields, you can create associations between deals and other records. It’s a simple way to keep everything connected.

New August 12, 2024

Filter and sort in Associated options in Widgets

We’re adding Filter and Sort options to your customization widgets, giving you the power to decide what data you see and in what order.

Update August 12, 2024

Triggers on WhatsApp and Facebook messages in chat journey

You can create Chat Journeys that trigger automatically when a new message comes in on WhatsApp or Facebook.

New August 12, 2024

Related Ticket Widget

You could already see related tickets on contact and company pages, but now, you can view all active tickets from the same client directly from the ticket you’re working on.

New July 21, 2024

Goal Management

We are excited to launch our comprehensive Goal Management feature. This tool allows you to create and track various types of goals, from creating records to tracking sales, completing activities, and service goals.

New July 21, 2024

Multiple User Signatures

Our new Multiple User Signatures feature makes personalizing your emails and maintaining efficiency more accessible than ever. You can effortlessly create and select multiple email signatures per email account.

New July 21, 2024

Enhanced Layout Widgets

Our layout widgets have been revamped to offer even more control and customization. The updated widgets now support sorting and filtering, allowing you to view records according to your specific needs.

New July 21, 2024

Conversation Widget on Company Layout

This feature provides a comprehensive 360-degree perspective, enabling you to quickly review past interactions and gather insights before engaging in support or cross-sell activities.

New July 21, 2024

Facebook Lead Forms and Audience Sync

With our Facebook integration, you can capture new inquiries from Facebook business pages directly within Salesmate using our Lead Form integration.

New July 21, 2024

Outbound Chat Message

Our new Outbound Chat Message feature enables you to initiate conversations directly with customers over chat or WhatsApp without waiting for them to start the conversation.

New July 21, 2024

Better Readable Field Names in Variable Replacements

When adding variables to your email, text, or sequence templates, the variables will now display more human-friendly names you provided during field creation rather than using our internal naming conventions.

New May 06, 2024

Effortless Ticket Management

With Salesmate, you can effortlessly manage tickets and provide exceptional customer service. Our streamlined system allows for seamless communication with clients, ensuring that all inquiries are handled efficiently and effectively.

New May 06, 2024

Empowering SLA Compliance

In addition to robust ticket management, Salesmate introduces Service Level Agreements (SLAs) to uphold top-tier support standards for your customers.

New May 06, 2024

Manage, Send and Track Your Documents

Our next addition this May is Document Management. The purpose is quite straightforward. You don’t have to rely on external drives and cloud services to store sales or service docs.

New March 29, 2024

Bring Instagram messages, mentions, and responses to Unified Inbox

With the new integration, you can connect your Instagram account with Salesmate inbox and start responding to messages without a miss.

New March 29, 2024

Six new Chat Reports

We have introduced 6 new chat reports that’ll give you much more clarity and insights on chat behavior.

Update March 29, 2024

Drill-down on two performance reports

Activity Performance Overview and Deal Performance Overview reports now support drill-down.

Update March 29, 2024

Visibility Rule in the detail view for the top action bar

We have added a new option of Visibility Rule in the detail view for the top action bar.

Update March 29, 2024

Fast-track WhatsApp communication with templates

In our last update, we introduced WhatsApp integration, and now it supports template creation as well.

Update March 29, 2024

Folders for Email Campaign templates

Effectively manage email campaign templates with folders.

New February 12, 2024

Unlink the contact from the chat conversation

Salesmate now offers enhanced flexibility by enabling users to remove the associated contact from a chat conversation.

New February 12, 2024

Allow users to edit Journey Emails

Salesmate would allow users to edit journey emails, enhancing customization, and refining email campaigns for improved engagement.

New February 12, 2024

Customize Deal Card in Layout Builder

Salesmate now offers the capability to seamlessly customize the fields within the Deal Card, simply enable/disable the fields as per your requirement.

Update February 12, 2024

Opt-out tracking for messages in Twilio/Dialer/RingCentral

Salesmate now enables contacts to opt out of receiving text messages through Twilio, Dialer, or RingCentral using specific keywords, similar to Salesmate native Calling and Texting.

Update February 12, 2024

More PandaDoc Tokens visible

Salesmate has expanded the visibility of additional PandaDoc tokens.

Update February 12, 2024

Custom Colours in Report Preview/Email

Salesmate now offers the capability to seamlessly customize the fields within the Deal Card. Simply enable/disable the fields as per your requirement.

New February 12, 2024

Automation Rules in Contact Module

You can enable these Rules based on your preferences or requirements. These rules serve as predefined instructions or conditions that, when met, trigger automated actions,

New February 12, 2024

Shared views

Salesmate now empowers all users with the ability to share views with specific users or teams.

Update February 12, 2024

Merge Custom Module Records

You can now merge records in a Custom Module similar to other system modules.

Update February 12, 2024

Restrict text messages on content violation

Messages will now obey STOP and START keywords sent by the customers and be marked as OPTED OUT or OPTED IN. Messages will be checked for SHAFT keywords to have better deliverability and low error rate and will be blocked with appropriate error messages.

New January 06, 2024

Multi-module reports are here!

Experience a refined interface and a seamless data analysis journey. Our reporting engine has levelled up, now supporting 5 modules (up from 2).

New January 06, 2024

Two Employee Stats Reports added into Widgets

Instantly identify top contributors within your team and top teams within your organization. Easily track email volumes, meeting completion, deal victories, and much more.

New January 06, 2024

Plan your next campaign better with these filters

Our newly available campaign filters on the Contacts grid let you find out contacts who were sent a particular campaign or who have interacted with and how many times, and much more.

New January 06, 2024

Associate Product information with other modules

Track products sold, wish lists, policy purchases, asset management, and beyond with Product Lookup Field.

New November 10, 2023

All new Salesmate 3.0 is here!

Experience a more flexible, customizable, and modern successor.

New November 10, 2023

Import Communication Consents

Salesmate now offers an easy-to-click Feature to Import the Consent inside Salesmate for an email campaign, if, you already have the Consent captured beforehand from your records

New November 10, 2023

Create Custom Module in Salesmate

Salesmate has taken a significant step forward by providing the capability to create Custom Modules, offering the means to tailor your CRM system to precisely align with your organization's distinct business processes and data management requirements.

New November 10, 2023

Customize the Sidebar

The new "Customize Sidebar" feature empowers you to take control of your workspace, enabling you to prioritize and access the features that directly align with your organization's specific business objectives.

New November 10, 2023

Split Deal Credits

Salesmate now allows you to Split Deal Credits, ensuring equitable recognition of each team member's contribution by accurately distributing credit for a single deal in the sales team.

Update November 10, 2023

Listing Operations Enhancement

Salesmate has enhanced the Listing operations to provide you with a powerful suite of capabilities. You can swiftly customize your columns by adding or removing them and even collapsing them for a cleaner view. Renaming fields is a breeze, and you can effortlessly add multiple views as tabs, allowing you to switch between them with ease.

New November 10, 2023

Efficient Quick Search

In the latest version, Salesmate has introduced the Quick Search option, where you can search the Records based on specific fields, and is conveniently available within the Contact, Company, and Deal Modules Listing Screen and the Board View.

Update November 10, 2023

Tag Color Customization

Salesmate has introduced the Tag Customization feature, allowing you to create a visual and tailored system for organizing your data that's not only aesthetically appealing but also aligned perfectly with your unique requirements.

New November 10, 2023

Required Rule for Fields

Salesmate introduces “Set Required Rule” features within fields to ensure that crucial data containing vital information is captured in Salesmate, enhancing data management. This ensures data completeness and accuracy.

New November 10, 2023

Visible Rule for fields

Salesmate has introduced an enhanced level of control for your CRM system. With the ability to set visibility rules for fields, sections, and layouts, you can now tailor the user experience to match your unique workflow.

New November 10, 2023

Field Level Permission

Field Level Permission is a feature that enables you to control access to specific fields in your system. It allows you to define who can view or edit particular fields, ensuring data security and privacy.

New September 08, 2023

WebForm Consent

Salesmate offers a mechanism via Webform to capture the Consent to collect and store information about your customer's preferences when it comes to marketing.

New July 10, 2023

All new ‘Email Campaigns’ is here!

Learn how easy it is to shoot email marketing campaigns with this new feature!

New May 24, 2023

"Email Conversation" Action in Chat Journeys

Now you can email the entire conversation captured by chat journey to your team or a teammate.

New May 24, 2023

"New Conversation" Trigger for Chat Journeys

Now you can use "New Conversation" Trigger to start your journey when you would like the visitors to answers certain set of questions or capture information.

New May 24, 2023

Import Data from HubSpot CRM

Import Companies, Contacts, Deals, Activities, and Notes from HubSpot to Salesmate without any hassle.

Update April 30, 2023

Company Widget in Contact Detail View

View the associated Company widget in the Contact detail view with customization of up to 10 fields.

Update April 30, 2023

Contact Widget in Company Detail View

Add associated Contacts in Company Detail View and customize it up to 10 fields.

Update April 30, 2023

Duplicate Suggestions for Companies

While you try to create a new company, we will show you a list of matching company names already existing within the system to avoid creating duplicate records and have better control over data sanity.

Update April 30, 2023

Add a quick Note

Want to log a quick note in a Contact, Company, or Deal record? No need to jump between screens; just hit the “+” button from the top bar and choose the “Add Note” option.

Update April 30, 2023

Emojis to our text editors

We have added emojis to our rich text editors. So now you can write notes with some emojis in 'em.

Update April 30, 2023

Improvements to the Salesmate chat

Check out 3 important updates for Chat users

Update March 13, 2023

Plan communication sensibly with Sequence Filters

Identify contacts associated with different Sequences with their respective stages, so you can plan your communication in a sensible way.

Update March 13, 2023

Contact & Company fields in Chat Journeys

Target a specific audience to show personalized messages, offers, promotions, etc. with Chat Journeys

Update March 13, 2023

Associate Tags to Chat Journey conversations

Associate multiple tags to conversations handled by Chat Journeys

New March 13, 2023

Lead Parsing is here!

Bring out lead data from your lead source emails automatically

Update March 13, 2023

New contact creation for text received from unknown numbers

In Automation Journeys, you can create new contacts when text messages are received from unknown numbers. Salesmate will use the phone number as the name and create a new contact.

New March 13, 2023

New BigCommerce widgets are here!

Adding three new BigCommerce widgets for store owners with crucial insights.

Update March 13, 2023

A better experience with secured email links

Now Salesmate custom email tracking links are SSL supported, so no more blocking by email or virus scanners tools. It will give your customers peace of mind that they are not clicking anything spammy.

Update March 13, 2023

Deeper email insights for contacts using new filters

New contact filters to know who opened or replied to an email with a subject, campaign, or template.

Update March 13, 2023

Send a test email and text before making the Sequence live

We have added a new option to send a test email and text before making a Sequence live.

Update March 13, 2023

Improve outbound messaging with a new Chat Journey trigger

Our chat journeys now support a new trigger called “Event”.

Update March 13, 2023

Deal Stage Duration Report

Deal stage duration reports provide you with detailed insights about how long each deal spends in each stage of your Sales pipeline.

Update February 08, 2023

Keep track of your Automation Journeys with version history

Now you can see all the versions of an Automation Journey, starting from the first version you Published.

New February 08, 2023

Associate Activities with Deals automatically

A new Action in Automation Journeys will help you associate Activities with the most relevant active Deals automatically.

New February 08, 2023

Track Conversational trends with Tag Reports

Segregate conversations and understand the trends over time with Conversation Tags Report. Add the new widget to your Dashboard now!

New February 08, 2023

Get a real time view of your sales funnel

See the progression of deals through the pipeline with a Sales Funnel Report.

Update February 08, 2023

Navigate between records easily

Easily navigate between records using the Next (J) and Previous (K) buttons. This will work for the list view of Contacts, Companies, Activities, Deals, and Products.

Update January 25, 2023

Edit Sequence Stage Content

From now onwards, you can change the step content, and it will be auto-updated for the contacts who haven’t reached that step.

New January 25, 2023

Use your logo or image within Meeting Scheduler

Introducing Brand Book!

Update January 25, 2023

Smart Segment with Company Fields

Now, you can see “Company” fields in Smart Segment as well. You can also access all the custom fields you’ve created in Company Module in Smart Segment.

Update September 12, 2022

Customize Web Forms with CSS

Style Web Forms using Cascading Style Sheets (CSS)

Update September 12, 2022

Enhanced Deal board and card UI

Exciting changes in the way you see deal board and cards!

Update September 12, 2022

Email compose box to a new window!

Pop-out the email compose box to a new window while you can freely access other screens.

Update September 12, 2022

Improved email compose box with more agility

View records or navigate between screens while composing the email. We've moved the "Insert Template" and "Meeting Scheduling" options to the top of the compose box.

Update September 12, 2022

Find Salesmate Score just like that!

Quickly find the Salesmate Score near the contact profile photo within the contact detail and quick view.

New September 12, 2022

Salesmate Chat SDK is here!

Provide in-app support to your customers using Salesmate Chat SDK for both - iOS & Android.

Update September 12, 2022

RingCentral + Salesmate

RingCentral integration is now compatible with the latest version of RingCentral app.

Update September 12, 2022

View sources of timeline entries

Salesmate will show additional metadata in timeline entries when an app or third-party integration updates your contact data.

Update August 16, 2022

Copy & paste Automation Journey nodes using keyboard shortcuts

You can do this using Ctrl + C and Ctrl + V. For Mac users; it’s Cmd + C and Cmd + V.

Team Inbox will auto-refresh now and stack new emails at the top.

Update August 16, 2022

Better reports with Google Data Studio

Now create reports using cross-relationships with Google Data Studio. Our GDS reports now support lookup fields.

Update August 16, 2022

Reorder columns in reports using drag-and-drop

Update August 16, 2022

Auto refresh text and email conversation views

No need to manually refresh for new texts or emails anymore. Your conversation views will auto-refresh when new notifications come in.

Update July 31, 2022

New refresh button on Recent Events widget

You can quickly refresh the Recent Events for any Contact without refreshing the entire window. Find the new refresh button right in the Recent Events widget.

New May 29, 2022

Introducing Drag & Drop Email Template Builder and Editor

New May 29, 2022

Introducing Formula Fields in Salesmate

Calculate complex calculations automatically

New April 04, 2022

Introducing Text Pilot

Intelligently distribute your entire text message queue across a pool of source numbers.

Update April 04, 2022

Create banners in Chat Journeys

Create beautiful banners using Chat Journeys and place them on your website.

Update March 22, 2022

Customize your meeting greetings

Now you can customize the welcome greetings for your meeting page to express yourself in a better way

Update March 22, 2022

Security improvements for users 

Every user can view their Active Devices and Access History

Update March 22, 2022

Security improvements for Admin users

Admins can view all the active devices of any user and access history.

New March 22, 2022

New security token to deleting call recordings

One more security permission to allow users to control the deletion of call recordings and logs.

New March 22, 2022

Access Reports in landscape view with filters – Mobile

In mobile apps, you can access reports in landscape view with various filters.

New March 22, 2022

Two widgets added – Mobile

Two of your favorite widgets in Salesmate mobile apps – My Agenda & My Activities

New February 03, 2022

Chat Journeys

An automation-driven chatbot for customer conversations and lead capturing.

Update February 03, 2022

Reschedule activities quickly

We’ve added a calendar view, so you can reschedule activities in fewer clicks.

Update February 03, 2022

Email everyone associated with an activity

An option to email everyone associated with a particular activity.

Update February 03, 2022

Switch between emails easily

Use Up & Down keys of the keyboard to switch between emails. Works for Inbox & Team Inbox, both.

Update February 03, 2022

Get callbacks for meeting submissions

JavaScript API functions for Meeting Scheduler for analytics or third-party tools.

Update February 03, 2022

Invisible reCAPTCHA in Web Forms

reCAPTCHA will be invisible at the bottom of the form and only be activated when a bot-like activity is detected.

New December 01, 2021

Bulk operations for speed - Mobile

Now you can select Contacts in bulk and choose operations like sending texts, emails, or adding them to a list for further automation.

Update December 01, 2021

Send Google Meet & Microsoft Teams meeting invites - Mobile

Invite your contacts to join Google Meet or Microsoft Teams meetings directly from mobile apps.

Update December 01, 2021

Native Activity reminder - Mobile

Get notifications on your scheduled activities on time. Just define the time duration you want the notification prior to the activity.

New December 01, 2021

Send texts on the fly - Mobile

Send text messages to phone numbers without adding them to your Contacts. It is much easier to send a text message to an unknown number and move the conversation forward.

Update December 01, 2021

New Messenger widgets - Mobile

View contact’s basic details, past conversations, recent events, and page views from the messenger inbox and contact detail page.

Update December 01, 2021

Group conversation - Mobile

Now you can add/remove contacts to an ongoing messenger conversation.

Update December 01, 2021

Edit data directly from your List Views 

Edit Contact, Company, Activity, and Deal records directly from the list view.

Update December 01, 2021

Activity Widget is available for Dashboard 2.0

We have brought your favorite activity widget to show your due and upcoming activities

Update December 01, 2021

Native Activity reminders

Get notified of your scheduled Activities on time.

Update December 01, 2021

Improvised Text Inbox

Text Inbox screen now shows two views - All & Inbox

Update December 01, 2021

Identify lead sources with UTMs

Capture UTM fields using Webforms and Meeting Scheduler.

Integration November 01, 2021

Google Meet Integration

Salesmate CRM is now natively integrated with Google Meet. Don't forget to check it out.

Integration November 01, 2021

Microsoft Teams Integration

Now Salesmate CRM has native integration with Microsoft Teams. Check it out!

Update November 01, 2021

Custom launcher icons for Chat Messenger

Choose from a predefined icon set or custom logo as your Chat Messenger launcher icon.

Update November 01, 2021

More power to Mobile Apps

Now your favorite apps like QuickBooks, Xero, DocuSign, PandaDoc are available inside Salesmate's iOS and Android apps.

Integration October 01, 2021

Zoom Integration

The most awaited Zoom + Salesmate integration is finally live. Now you can send Zoom meeting details from your activity invites automatically.

Update October 01, 2021

Share Team Inbox conversations

Now you can share your Team Inbox conversations via URLs with your teammates.

Update October 01, 2021

Prefill your Web Forms

Now you can prefill your Salesmate Form fields by passing data to the embed URLs.

Update October 01, 2021

Create multi-page forms with ease

The system will remember the visitor information once they fill up the Salesmate form or book a meeting. This enables you to create multi-page forms to collect data from your users and save them from typing the same information again and again.

Update October 01, 2021

Capture Name and Email before starting a chat

Now a visitor needs to submit their name and email while starting a fresh chat conversation.

Update October 01, 2021

Choose team member who can start a new chat

Now get the flexibility to choose who can start a new chat conversation or re-open the old conversations within your team.

Update October 01, 2021

Avoid scrolling to find applicable filters

We have changed our Contact, Company, Activity, and Deals filters. Now, it will not show all available fields but will only present the applied filters by default. So you don't have to scroll down to find the applicable filters.

Update October 01, 2021

Unsubscribe with branded domains

Unsubscribe links will also follow your domain branding.

Update October 01, 2021

Reply to emails easily with hidden quoted text

Now emails will hide quoted text at the time of replying so that you don't have to scroll the entire email thread.

New August 15, 2021

Meeting Scheduler

Salesmate’s product team has been vigorously working on resolving the hassle that goes behind scheduling meetings. Hence, came about Salesmate’s Meeting Scheduler!

Update August 15, 2021

Acvitiy module has a new look now!

To make the platforms work better with all the new features and functionalities, few changes has been applied to the activity module.

Our business card scanner enables you to capture contact information and store it directly in your Salesmate mobile app.

Integration March 31, 2021

Salesmate + PandaDoc Integration

Seamlessly keep track of all your proposals, exchange crucial information, eSign contracts with Salesmate and PandaDoc integration.

New March 31, 2021

Introducing Web forms

Salesmate is here with a simplified solution for capturing high-quality leads by creating smart web forms.

Update March 31, 2021

Integration February 10, 2021

Exchange e-signed agreements and contracts with DocuSign

Integrate DocuSign with your Salesmate CRM and send e-signed agreements quickly to your clients,

Update February 10, 2021

Six new reports for improved team efficiency

Get detailed reports of call summary, the deals that you won, and its amount to analyze the performance of your sales team.

Update February 01, 2021

Custom email tracking domain to improve email credibility

Get your personalized domain to track email clicks and open to have better email delivery.

Update February 01, 2021

Texting made easy with more cotext on text screen

Get all your customers' details from the sidebar on your text screen and have seamless conversation.

Update February 01, 2021

Fresh look for your ease of use

Increase your productivity with improvements that help you get a clear view of your contacts.

Update February 01, 2021

Detailed call logs, text filters and much more for better experience

Get insights with text filters, become more productive with enhanced sequence filters and get detailed call logs.

Update December 08, 2020

Sort by deal value in board view

Easily filter high-value deals on the top of the deal board by opting for value-based sorting.

Update December 08, 2020

Auto-stop recording to avoid any hassle

The recording will be automatically stopped when you receive a call while listening to a voicemail or old sales call.

Update December 08, 2020

Search users while call transfer

Easily find the user or the number using quick search and transfer the call to provide real-time assistance to your valuable clients.

Update December 08, 2020

Optimize Bell notifications for important updates only

Choose which notifications should be displayed under the bell notification center by enabling the bell notification for specific activities that are important to you.

Update December 08, 2020

Get more context from deal notification emails

Get better context to the deal notification emails by getting the deal name, contact name, and the associated company name inside the emails.

Update December 08, 2020

Assign a deal title automatically while creating a new deal

Now you no longer need to add the deal name manually while creating a deal. The deal names will be automatically assigned by fetching the company name.

Update December 08, 2020

Quick contact views from sequence scheduled list

Now access contact information at a click from the list of scheduled email under sequences.

Update December 08, 2020

Adding Last Name isn’t a compulsion anymore

The compulsion of adding the Last Name is removed. Now you can either provide a first name or last name and create or import a new contact with ease.

New December 08, 2020

Keep vital and sensitive data secured with passcode

Use passcode functionality and add an extra layer of security to prevent any possible data theft.

New December 08, 2020

Fill up the missing details with Clearbit integration

Auto profile enrichment is now also available in the mobile app with Clearbit integration.

Update December 08, 2020

Capture attention with compelling media-rich emails

Compose an email from your Salesmate mobile app and add images and documents from your phone’s gallery or file manager.

Integration November 13, 2020

Native integration for Xero

Now simplify the tedious task of managing payments, estimates, invoices and get a streamlined view of all your financial records within Salesmate CRM.

New November 13, 2020

A faster and more powerful Import engine

We have revamped our import engine to make it more powerful and better than before.

Update November 13, 2020

Mobile app enhancements

Get more productivity and campaigning features with these new mobile app enhancements.

New October 06, 2020

Introducing Reports 2.0 and Dashboard 2.0

Check out the all-new Dashboard and Reports for better and in-depth sales analytics.

New June 14, 2020

Presenting Power Dialer for your team

Salesmate Power Dialer is here to level up your calling productivity.

New June 14, 2020

Introducing all-new Boost plan

We are coming up with a new pricing plan called "Boost", specially designed for growing sales teams.

New June 14, 2020

Introducing Teams

Now you can create a team and notify all members at once!

New June 14, 2020

Voicemail Drop

No repetition of dropping voicemail for every unanswered call anymore!

Update June 14, 2020

Filters in Team Inbox

Declutter your Team Inbox conversations with newly added Filters.

Update June 14, 2020

Enroll deals into Sequences

Bulk enroll deals and make contacts a part of a Sequence.

Update June 14, 2020

Bulk activity creation

Create bulk activities for Contacts, Companies, and Deal modules.

New May 17, 2020

Form relationships between records using Lookup Fields

Relate your records using Single & Multiple type Lookup Fields.

Update April 12, 2020

List views are even more customizable now

We have improved List Views with two important additions.

Update April 02, 2020

Call log filters in mobile app

Now bifurcate calls using newly added call log filters in mobile app too.

New February 03, 2020

Send MMS with text messages

Now share images, videos, documents, and audio files with text messages.

Update February 03, 2020

More flexibility in Sequences

Edit content, change SMTP, and change the phone number of an ongoing sequence.

Update February 03, 2020

Call log filters

Get better bifurcation of calls using newly added filters.

Update February 03, 2020

More details in Calling Popup

See alias and phone number types in Calling Popup.

Update February 03, 2020

Bcc: Auto-link your emails with contacts

Auto-associate forwarded Bcc emails with existing contacts in Salesmate.

New February 03, 2020

Contact and Company types

A new field for both contact and companies with color-coding that helps you categorize your records in a much more efficient manner.

Update February 03, 2020

Associated Contacts - New Smart field for company

Get a new smart field inside Salesmate for the company module that will auto calculate the number of associated contacts with a company.

Update February 03, 2020

Quick Activity Filters

A revived activity listing page, giving you more options to filter activity quickly using activity types and due period.

Update February 03, 2020

New User Screen

An improved user listing screen to show better and clear information about user ids and whether they have enabled Two-factor authentication or not.

Update February 03, 2020

Better Handling of Missed Calls

Now any missed incoming call will not be auto-logged as a closed activity. Instead, will remain in open status. So the user doesn't miss that out and can manually close it.

Update February 03, 2020

Mobile app updates

Calendar view and text conversation view is now available on Salesmate mobile apps too.

Update December 24, 2019

Two-Factor Authentication (2FA)

Double the security of your Salesmate account with Two-Factor Authentication (2FA).

Update December 24, 2019

Automate Birthday and Anniversary greetings

Send emails and texts to your prospects and customers on their birthday and anniversary using workflows.

Update November 19, 2019

Manage the number of rings

Choose the number of seconds your phone will ring before calls get transferred to voicemail or other users.

Update November 19, 2019

Add Instagram account of your contacts

With Facebook, Twitter, and LinkedIn, now you can include Instagram account of your contacts.

Update November 19, 2019

Sent folder in text messages

You will be able to see the sent text messages along with Inbox and Scheduled.

Update November 19, 2019

Immediately enroll contacts in a sequence

Now you can add any contact in the existing sequence and execute the first step immediately.

Update November 19, 2019

Team Inbox follower list

Now you can see the list of your teammates who are following a particular team inbox.

Update November 19, 2019

Call Masking

Start using your personal number by masking it with your business number.

Update November 19, 2019

Calendar view

Added calendar view for helping you manage all your sales activities in a better way.

New October 16, 2019

Sequences

Salesmate CRM adds sequences for strengthening your outreach. Now embrace automation for quickly reaching your potential buyers.

Update October 16, 2019

Text conversation view

Text messages with upgraded text conversation view to get better insights inside Salesmate.

Integration October 16, 2019

Native integration for QuickBooks

Salesmate CRM becomes finance savvy. Now manage all your financial data inside the smart intelligence software without switching apps.

Update September 30, 2019

Mobile app: Activity recurrence, rescheduling, and quick action in geo-location screen

Decide activity recurrence, reschedule it, and do much more within geo-location screen.

Update July 17, 2019

Fresher Salesmate CRM

Salesmate CRM now has a fresher interface, faster loading speed, mode preference and much more in this new update.

New June 07, 2019

Mobile app: Smarter advance filters

Get advance filters functionality on your mobile CRM that enables micro level search inside any module.

New June 07, 2019

Mobile app: Text message scheduling

Salesmate mobile apps will now allow users to add templates to their texts and schedule it as per their client’s or prospect’s geographical location.

New June 07, 2019

Mobile app: On-the-go activity logging

Salesmate new update makes it easier for sales reps to log their past activities and also schedule a follow-up activity for the same deal, company or contact from their mobile devices.

Update May 27, 2019

Access shared team inbox from your smartphone

Salesmate CRM brings team inbox functionality for your iOS and Android devices as well. Now, quickly resolve customer queries and keep your customers happy.

Update April 29, 2019

Save calls against companies

This update will allow users to communicate important deal-related information or update businesses regarding any upcoming schedule over a phone call or text message.

New April 29, 2019

Track on-field sales team members

By using this feature every business owner and manager will be able to track the location from where the sales rep(s) created contacts, companies, activities or deals.

Integration April 29, 2019

MPZMail Integration

With this integration in place, all your future contacts will auto-sync, so you do not need to shuffle between two systems.

New March 05, 2019

Shared team inbox

Salesmate brings collaborative workspace for managing emails with Shared Team Inbox update. A collaborative workspace that combines team efforts and solves customer queries with better efficiency.

New February 25, 2019

Call transfer on Android app

If you are using Salesmate mobile app for Android smartphone, you can now transfer your call to your colleague for providing better experience.

New February 25, 2019

Product and service management

Salesmate CRM has now released it's brand new feature - Product and services management to keep the track of what you are selling. Add products and services that your business offers, associate them with deals and manage seamlessly inside Salesmate CRM.

Update February 25, 2019

Multiple attachments on Mobile

Users will be able to insert multiple attachments at a time while sending emails to their prospect or clients

New February 25, 2019

Mention users within your mobile CRM

Now, use @mentions to get someone’s attention and quick updates.

New February 25, 2019

Call transfer on iOS app

If you are using Salesmate mobile app for iPhone or iPad, you can now transfer your call to respective person.

Update February 25, 2019

Attach email to a deal on mobile

When you receive an email, just select the relevant deal you want to attach the email conversation.

New February 25, 2019

Quick sorting in mobile CRM

Salesmate has added sorting options in the mobile CRM app so that you can search whatever you need with just a few clicks.

New February 25, 2019

HTML support on mobile

Easily use the templates created on your web app and send it through Salesmate mobile app with or without editing it.

New February 25, 2019

Email threading to your smartphone

Get full context of your past conversations with your prospect or client at your fingertip.

Update February 25, 2019

Smart insights

Enhance your salespeople’s on-the-go sales productivity without the need of accessing the data on desktop app.

New October 08, 2018

Transfer calls within Salesmate

Salesmate built-in phone system has now become more powerful with call transfer. You can transfer an ongoing call to your teammate, or a phone number.

New October 08, 2018

Email threading

Get all your email conversations organized with email threading. All your emails from a single conversation are grouped together in a single thread.

Update October 08, 2018

Upgraded chrome plugin

Salesmate chrome plugin for gmail has now become more powerful with simplified list view, quick sorting, and click to add records.

Integration October 08, 2018

Google team drive support

Salesmate CRM now supports Google team drive for better document collaboration. Save time and seamlessly collaborate with the team.

Integration October 08, 2018

Knowlarity click-to-call integration

If you are using SuperReceptionist by Knowlarity for your business, you can integrate it with Salesmate.

Update October 08, 2018

Set your deal win probability

We have updated the functionality; allowing you to set win probability for each deal irrespective of stage. This will only affect the deals where you enable manual changes by users.

Update September 07, 2018

Send SMS from Mobile CRM

Send and receive text messages directly from the Salesmate mobile CRM app available for iOS and Android.

New September 07, 2018

Media Manager

Easily add images and email signatures with propers CTAs to beautify your email and boost the conversion rate.

Update September 07, 2018

Contact Deduplication

By rolling out our duplicacy management update, you can now be assured to avoid contact redundancy drawbacks.

New August 24, 2018

Call from Your Mobile

Make and receive calls from your Salesmate mobile app...

Update August 24, 2018

Global Search

Global search UI/UX improvements in Salesmate web app...

Update August 24, 2018

Chrome Plugin

New and improved chrome plugin supporting new Gmail...

New July 23, 2018

Text Messaging

Reach out to a large number of prospects and customers with text messaging...

New July 23, 2018

Email deliverability with DKIM

With Domain Key Identified Mail (DKIM) you can now send out emails from Salesmate using your own email id...

New July 10, 2018

Built-in Calling

Salesmate CRM has now released built-in calling feature for effective sales calls...

New July 10, 2018

Auto Associate Email Threads with Deals

Email messages from the same conversation will be grouped together...

New July 10, 2018

Smart Activity Reminders

Set smart reminders against outbound emails to remind yourself to follow up on important emails and never miss a critical conversation...

New July 10, 2018

Microsoft Calendar Integration

Synchronise the activities in your CRM system with your online Microsoft Office 365 calendar and Microsoft exchange calendar...

Update July 10, 2018

Mobile App Updates

Work efficiently and find all the information you need at one place without putting in extra efforts...

Update July 10, 2018

Salesmate Customizations

Salesmate updates about deal board views, layout, activity status, and many more...

Update July 10, 2018

Aesthetic Design and Intuitive Features

We have rolled out some exciting updates which will enhance your productivity and simplify the sales management process...

Integration July 10, 2018

IndiaMART Integration

Automatic Lead Capture from IndiaMART, India’s largest online marketplace connects buyers with suppliers...

Update July 10, 2018

iOS App Feature Updates Feb 2018

Get direction on map from contact detail, quickly call or email, actionable updates for deal etc...

Integration July 10, 2018

Mega Integrations

Mega integration updates for October 2017...

New July 10, 2018

Geolocation in Mobile Apps

Fetch the contact information of your prospects and clients within 100-mile radius of your current location...

New July 10, 2018

Smart Filters

Filters are available on all the list view across all modules viz. contacts, companies, activities, and deals...

New July 10, 2018

Data Export

Exporting data made easy with Salesmate latest update...

New July 10, 2018

Data Import

Experience an improvised import with Salesmate...

Integration July 10, 2018

PieSync Integration

Set up a two-way contact sync between Salesmate and any of your desired cloud-based application and seamlessly transfer your contacts...

New July 10, 2018

Gravity Forms Salesmate Add-on for WordPress

Do not need to dig into your emails to find a potential lead. They will appear in your CRM’s contact database to connect instantly.

Update July 10, 2018

Tag management

This makes it easier for your sales team to pull up any record of that contact by searching the tag that particular contact is associated with.

New July 10, 2018

Call tracking in mobile apps

Logging and tracking all your outgoing calls is now easier with Salesmate’s iOS and Android app.

Integration July 10, 2018

Zapier Integration

We have added eight new zaphooks to the Zapier-Salesmate integration

Integration July 10, 2018

Slack Integration

Fosters teamwork by centralizing all the communication of the team at one place...

Integration July 10, 2018

Google Drive Integration

Have a hassle-free management of your common business documents...

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