Product Updates
Salesmate is getting better every day. Find all the latest Salesmate CRM feature updates here.
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January
Custom Duplicate Rules on Mobile
Your duplicate management tools are now fully operational on mobile, ensuring clean data on the go.
Read MoreChat Availability Status
With 24x7 shifts, collaboration is key. Now you can see who’s online at any time to make teamwork smoother and faster.
Read MoreNew Export Format for Scheduled Email Reports
We’ve added Excel export options for scheduled reports, making it easier to work with your data outside of the platform.
Read MoreEnterprise Account Impersonation
Admins can now assist users more effectively by impersonating accounts to help with setup and customizations—making onboarding and troubleshooting a breeze.
Read MoreCall Transcriptions and AI Summaries (Beta)
With Call Transcriptions and AI Summaries, you can focus on the conversation while we handle the details. Salesmate automatically captures key points, like next steps and critical discussion highlights, so you don’t miss a thing.
Read MoreDecember
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.
Read MoreEnhanced Webforms
Webforms are evolving to help you gather better data. Now, you can add custom form-specific fields and even enable file uploads.
Read MoreSnippets
Snippets let you save frequently used text—like quick replies, FAQs, or product details—and use them effortlessly across emails, chats, or text messages.
Read MoreNovember
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.
Read MoreAuto 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.
Read MoreDark Mode
Dark Mode is available across all views and screens in Salesmate, providing a sleek, modern look that’s easier on the eyes
Read MoreSandy AI (Beta)
With Sandy AI, scheduling meetings has never been simpler. You can also quickly summarize chats, tickets, or email threads.
Read MoreSmart 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.
Read MoreSeptember
Integration With KrispCall
Integrating your Salesmate account with KrispCall enhances your sales and communication capabilities, allowing seamless management of calls and customer interactions. This guide will walk you through the integration process step by step.
Read MoreAugust
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.
Read MoreDeal-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.
Read MoreFilter 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.
Read MoreTriggers 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.
Read MoreRelated 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.
Read MoreJuly
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.
Read MoreMultiple 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.
Read MoreEnhanced 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.
Read MoreConversation 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.
Read MoreOutbound 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.
Read MoreBetter 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.
Read MoreFacebook 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.
Read MoreMay
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.
Read MoreEmpowering SLA Compliance
In addition to robust ticket management, Salesmate introduces Service Level Agreements (SLAs) to uphold top-tier support standards for your customers.
Read MoreManage, 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.
Read MoreMarch
Six new Chat Reports
We have introduced 6 new chat reports that’ll give you much more clarity and insights on chat behavior.
Read MoreDrill-down on two performance reports
Activity Performance Overview and Deal Performance Overview reports now support drill-down.
Read MoreVisibility 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.
Read MoreFast-track WhatsApp communication with templates
In our last update, we introduced WhatsApp integration, and now it supports template creation as well.
Read MoreFolders for Email Campaign templates
Effectively manage email campaign templates with folders.
Read MoreBring 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.
Read MoreFebruary
Unlink the contact from the chat conversation
Salesmate now offers enhanced flexibility by enabling users to remove the associated contact from a chat conversation.
Read MoreAllow users to edit Journey Emails
Salesmate would allow users to edit journey emails, enhancing customization, and refining email campaigns for improved engagement.
Read MoreCustomize 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.
Read MoreOpt-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.
Read MoreMore PandaDoc Tokens visible
Salesmate has expanded the visibility of additional PandaDoc tokens.
Read MoreCustom 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.
Read MoreAutomation 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,
Read MoreShared views
Salesmate now empowers all users with the ability to share views with specific users or teams.
Read MoreMerge Custom Module Records
You can now merge records in a Custom Module similar to other system modules.
Read MoreRestrict 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.
Read MoreJanuary
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).
Read MoreTwo 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.
Read MorePlan 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.
Read MoreAssociate Product information with other modules
Track products sold, wish lists, policy purchases, asset management, and beyond with Product Lookup Field.
Read MoreNovember
All new Salesmate 3.0 is here!
Experience a more flexible, customizable, and modern successor.
Read MoreImport 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
Read MoreCreate 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.
Read MoreCustomize 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.
Read MoreSplit 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.
Read MoreListing 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.
Read MoreEfficient 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.
Read MoreTag 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.
Read MoreRequired 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.
Read MoreVisible 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.
Read MoreField 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.
Read MoreSeptember
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.
Read MoreAddress Autocomplete
Salesmate now allows autocompleting addresses with an Address Autocomplete Integration that automatically suggests addresses to users as they type an address into an online form or checkout.
Read MoreJuly
All new ‘Email Campaigns’ is here!
Learn how easy it is to shoot email marketing campaigns with this new feature!
Read MoreMay
"Email Conversation" Action in Chat Journeys
Now you can email the entire conversation captured by chat journey to your team or a teammate.
Read More"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.
Read MoreImport Data from HubSpot CRM
Import Companies, Contacts, Deals, Activities, and Notes from HubSpot to Salesmate without any hassle.
Read MoreApril
Company Widget in Contact Detail View
View the associated Company widget in the Contact detail view with customization of up to 10 fields.
Read MoreContact Widget in Company Detail View
Add associated Contacts in Company Detail View and customize it up to 10 fields.
Read MoreDuplicate 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.
Read MoreAdd 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.
Read MoreEmojis to our text editors
We have added emojis to our rich text editors. So now you can write notes with some emojis in 'em.
Read MoreImprovements to the Salesmate chat
Check out 3 important updates for Chat users
Read MoreMarch
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.
Read MoreContact & Company fields in Chat Journeys
Target a specific audience to show personalized messages, offers, promotions, etc. with Chat Journeys
Read MoreAssociate Tags to Chat Journey conversations
Associate multiple tags to conversations handled by Chat Journeys
Read MoreLead Parsing is here!
Bring out lead data from your lead source emails automatically
Read MoreNew 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.
Read MoreNew BigCommerce widgets are here!
Adding three new BigCommerce widgets for store owners with crucial insights.
Read MoreA 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.
Read MoreDeeper 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.
Read MoreSend 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.
Read MoreImprove outbound messaging with a new Chat Journey trigger
Our chat journeys now support a new trigger called “Event”.
Read MoreDeal 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.
Read MoreFebruary
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.
Read MoreAssociate Activities with Deals automatically
A new Action in Automation Journeys will help you associate Activities with the most relevant active Deals automatically.
Read MoreTrack 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!
Read MoreGet a real time view of your sales funnel
See the progression of deals through the pipeline with a Sales Funnel Report.
Read MoreNavigate 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.
Read MoreJanuary
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.
Read MoreSmart 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.
Read MoreSeptember
Customize Web Forms with CSS
Style Web Forms using Cascading Style Sheets (CSS)
Read MoreEnhanced Deal board and card UI
Exciting changes in the way you see deal board and cards!
Read MoreEmail compose box to a new window!
Pop-out the email compose box to a new window while you can freely access other screens.
Read MoreImproved 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.
Read MoreFind Salesmate Score just like that!
Quickly find the Salesmate Score near the contact profile photo within the contact detail and quick view.
Read MoreSalesmate Chat SDK is here!
Provide in-app support to your customers using Salesmate Chat SDK for both - iOS & Android.
Read MoreRingCentral + Salesmate
RingCentral integration is now compatible with the latest version of RingCentral app.
Read MoreView sources of timeline entries
Salesmate will show additional metadata in timeline entries when an app or third-party integration updates your contact data.
Read MoreAugust
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.
Read MoreAdded a 'Refresh' button to check fresh logs without leaving the screen
Read MoreNo need to refresh the screen for new emails in Team Inbox
Team Inbox will auto-refresh now and stack new emails at the top.
Read MoreBetter reports with Google Data Studio
Now create reports using cross-relationships with Google Data Studio. Our GDS reports now support lookup fields.
Read MoreAccess longer deal pipelines easily with mouse buttons
Hold any button and scroll left-right!
Read MoreCompleted Activities will not appear while scheduling new Activities for a cleaner view
Read MoreIn “Deleted Records”, access recently removed records using 'Deleted Date'
Read MoreJuly
More date formats to choose from!
We have added two new date formats: DD/MM/YYYY & MM/DD/YYY.
Read MoreTest your devices before making calls
Test your microphone and headset before making calls for a better conversational experience. Find the “Device Settings” in the Dialer Popup.
Read MoreAuto 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.
Read MoreNew 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.
Read MoreMay
Introducing Formula Fields in Salesmate
Calculate complex calculations automatically
Read MoreIntroduction and Installation of BigCommerce
This integration will allow existing BigCommerce customers and orders to be synced with Salesmate CRM. They can utilize Salesmate CRM to carry out a variety of marketing initiatives.
Read MoreApril
Introducing Text Pilot
Intelligently distribute your entire text message queue across a pool of source numbers.
Read MoreCreate banners in Chat Journeys
Create beautiful banners using Chat Journeys and place them on your website.
Read MoreHubSpot OperationsHub Data Sync Integration
With the help of HubSpot OperationsHub Data Sync, now you can have a real-time sync for Salesmate contacts and companies with various cloud apps.
Read MoreMarch
Customize your meeting greetings
Now you can customize the welcome greetings for your meeting page to express yourself in a better way
Read MoreSecurity improvements for users
Every user can view their Active Devices and Access History
Read MoreSecurity improvements for Admin users
Admins can view all the active devices of any user and access history.
Read MoreNew security token to deleting call recordings
One more security permission to allow users to control the deletion of call recordings and logs.
Read MoreAccess Reports in landscape view with filters – Mobile
In mobile apps, you can access reports in landscape view with various filters.
Read MoreTwo widgets added – Mobile
Two of your favorite widgets in Salesmate mobile apps – My Agenda & My Activities
Read MoreFebruary
Chat Journeys
An automation-driven chatbot for customer conversations and lead capturing.
Read MoreReschedule activities quickly
We’ve added a calendar view, so you can reschedule activities in fewer clicks.
Read MoreEmail everyone associated with an activity
An option to email everyone associated with a particular activity.
Read MoreSwitch between emails easily
Use Up & Down keys of the keyboard to switch between emails. Works for Inbox & Team Inbox, both.
Read MoreGet callbacks for meeting submissions
JavaScript API functions for Meeting Scheduler for analytics or third-party tools.
Read MoreInvisible 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.
Read MoreDecember
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.
Read MoreSend Google Meet & Microsoft Teams meeting invites - Mobile
Invite your contacts to join Google Meet or Microsoft Teams meetings directly from mobile apps.
Read MoreNative Activity reminder - Mobile
Get notifications on your scheduled activities on time. Just define the time duration you want the notification prior to the activity.
Read MoreSend 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.
Read MoreNew Messenger widgets - Mobile
View contact’s basic details, past conversations, recent events, and page views from the messenger inbox and contact detail page.
Read MoreGroup conversation - Mobile
Now you can add/remove contacts to an ongoing messenger conversation.
Read MoreEdit data directly from your List Views
Edit Contact, Company, Activity, and Deal records directly from the list view.
Read MoreActivity Widget is available for Dashboard 2.0
We have brought your favorite activity widget to show your due and upcoming activities
Read MoreNative Activity reminders
Get notified of your scheduled Activities on time.
Read MoreImprovised Text Inbox
Text Inbox screen now shows two views - All & Inbox
Read MoreIdentify lead sources with UTMs
Capture UTM fields using Webforms and Meeting Scheduler.
Read MoreNovember
Google Meet Integration
Salesmate CRM is now natively integrated with Google Meet. Don't forget to check it out.
Read MoreMicrosoft Teams Integration
Now Salesmate CRM has native integration with Microsoft Teams. Check it out!
Read MoreCustom launcher icons for Chat Messenger
Choose from a predefined icon set or custom logo as your Chat Messenger launcher icon.
Read MoreMore power to Mobile Apps
Now your favorite apps like QuickBooks, Xero, DocuSign, PandaDoc are available inside Salesmate's iOS and Android apps.
Read MoreOctober
Zoom Integration
The most awaited Zoom + Salesmate integration is finally live. Now you can send Zoom meeting details from your activity invites automatically.
Read MoreShare Team Inbox conversations
Now you can share your Team Inbox conversations via URLs with your teammates.
Read MorePrefill your Web Forms
Now you can prefill your Salesmate Form fields by passing data to the embed URLs.
Read MoreCreate 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.
Read MoreCapture Name and Email before starting a chat
Now a visitor needs to submit their name and email while starting a fresh chat conversation.
Read MoreChoose 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.
Read MoreAvoid 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.
Read MoreUnsubscribe with branded domains
Unsubscribe links will also follow your domain branding.
Read MoreReply 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.
Read MoreAugust
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!
Read MoreAcvitiy 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.
Read MoreJuly
Set your default pipeline
Choose a default pipeline and it will be selected whenever a new deal is created.
Read MoreBulk actions for failed contacts under Sequences
Set up bulk operations for all bounced and failed emails in your sequences.
Read MoreDownload chat transcript
Have a record of your conversation history by downloading chat transcript in text format.
Read MoreConversation quick view
Track any recent conversation without switching between multiple screens with quick view option.
Read MoreEmail threading order
Set an order for your email threads based on your preference for optimal efficiency.
Read MoreMessenger is now faster and lighter
Messenger widget is now faster and lighter so it can load on your website quicker than ever before.
Read MoreAutomation Journeys
Automate your entire customer journeys covering all the touch points.
Read MoreJune
Customize your deal cards
Choose the fields you want to add to your deal cards and only view important information.
Read MoreSnooze chat conversation
Snooze a conversation to put it on hold and get reminded to follow up later.
Read MoreView recent conversations
Get access to all your recent conversations from the new widget inside the messenger inbox and contact details.
Read MoreMay
Create deal or activity from Messenger/Text screen
Plan a new activity or create a deal for the customer while conversing with them on Messenger or via Text messages.
Read MoreCreate deals using workflows
Auto-create deals whenever a new contact or company is added inside the system. Now, create deals on the go.
Read MoreEnroll contacts to sequence using workflows
Now get the liberty to auto-enroll contacts to sequences using workflows.
Read MoreDecide ownership of Web forms
Get the freedom to choose the owner of each web form and manage data efficiently.
Read MoreTag conversations
Now you can tag your conversations inside Messenger for better management and also use the search functionality to find conversations.
Read MoreCanned responses
Create canned responses and quickly respond to the frequently asked questions and deliver a better user experience.
Read MoreSearch directly from Messenger
Search and filter your data quickly using this new search functionality from Messenger.
Read MoreLaunched Dashboard 2.0 for IOS/Android apps
Now get access to insightful reports right from your mobile screens.
Read MoreBlock unwanted callers - Mobile Apps
No more spam! Now block spam callers right from your mobile call logs or contacts list.
Read MoreIntroducing chat messenger (Beta)
Salesmate has launched a Messenger (live chat) functionality so you can connect with your website visitors in real-time.
Read MoreBusiness card scanner to collect data faster - Mobile App
Our business card scanner enables you to capture contact information and store it directly in your Salesmate mobile app.
Read MoreMarch
Salesmate + PandaDoc Integration
Seamlessly keep track of all your proposals, exchange crucial information, eSign contracts with Salesmate and PandaDoc integration.
Read MoreIntroducing Web forms
Salesmate is here with a simplified solution for capturing high-quality leads by creating smart web forms.
Read MoreFebruary
Exchange e-signed agreements and contracts with DocuSign
Integrate DocuSign with your Salesmate CRM and send e-signed agreements quickly to your clients,
Read MoreSix 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.
Read MoreCustom email tracking domain to improve email credibility
Get your personalized domain to track email clicks and open to have better email delivery.
Read MoreTexting made easy with more cotext on text screen
Get all your customers' details from the sidebar on your text screen and have seamless conversation.
Read MoreFresh look for your ease of use
Increase your productivity with improvements that help you get a clear view of your contacts.
Read MoreDetailed 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.
Read MoreDecember
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.
Read MoreAuto-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.
Read MoreSearch 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.
Read MoreOptimize 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.
Read MoreGet 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.
Read MoreAssign 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.
Read MoreQuick contact views from sequence scheduled list
Now access contact information at a click from the list of scheduled email under sequences.
Read MoreAdding 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.
Read MoreKeep vital and sensitive data secured with passcode
Use passcode functionality and add an extra layer of security to prevent any possible data theft.
Read MoreFill up the missing details with Clearbit integration
Auto profile enrichment is now also available in the mobile app with Clearbit integration.
Read MoreCapture 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.
Read MoreNovember
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.
Read MoreA faster and more powerful Import engine
We have revamped our import engine to make it more powerful and better than before.
Read MoreMobile app enhancements
Get more productivity and campaigning features with these new mobile app enhancements.
Read MoreOctober
Introducing Reports 2.0 and Dashboard 2.0
Check out the all-new Dashboard and Reports for better and in-depth sales analytics.
Read MoreJune
Presenting Power Dialer for your team
Salesmate Power Dialer is here to level up your calling productivity.
Read MoreIntroducing all-new Boost plan
We are coming up with a new pricing plan called "Boost", specially designed for growing sales teams.
Read MoreVoicemail Drop
No repetition of dropping voicemail for every unanswered call anymore!
Read MoreFilters in Team Inbox
Declutter your Team Inbox conversations with newly added Filters.
Read MoreEnroll deals into Sequences
Bulk enroll deals and make contacts a part of a Sequence.
Read MoreBulk activity creation
Create bulk activities for Contacts, Companies, and Deal modules.
Read MoreMay
Form relationships between records using Lookup Fields
Relate your records using Single & Multiple type Lookup Fields.
Read MoreApril
List views are even more customizable now
We have improved List Views with two important additions.
Read MoreCall log filters in mobile app
Now bifurcate calls using newly added call log filters in mobile app too.
Read MoreFebruary
Send MMS with text messages
Now share images, videos, documents, and audio files with text messages.
Read MoreMore flexibility in Sequences
Edit content, change SMTP, and change the phone number of an ongoing sequence.
Read MoreCall log filters
Get better bifurcation of calls using newly added filters.
Read MoreMore details in Calling Popup
See alias and phone number types in Calling Popup.
Read MoreBcc: Auto-link your emails with contacts
Auto-associate forwarded Bcc emails with existing contacts in Salesmate.
Read MoreContact 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.
Read MoreAssociated 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.
Read MoreQuick Activity Filters
A revived activity listing page, giving you more options to filter activity quickly using activity types and due period.
Read MoreNew 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.
Read MoreBetter 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.
Read MoreMobile app updates
Calendar view and text conversation view is now available on Salesmate mobile apps too.
Read MoreDecember
Two-Factor Authentication (2FA)
Double the security of your Salesmate account with Two-Factor Authentication (2FA).
Read MoreAutomate Birthday and Anniversary greetings
Send emails and texts to your prospects and customers on their birthday and anniversary using workflows.
Read MoreNovember
Manage the number of rings
Choose the number of seconds your phone will ring before calls get transferred to voicemail or other users.
Read MoreAdd Instagram account of your contacts
With Facebook, Twitter, and LinkedIn, now you can include Instagram account of your contacts.
Read MoreSent folder in text messages
You will be able to see the sent text messages along with Inbox and Scheduled.
Read MoreImmediately enroll contacts in a sequence
Now you can add any contact in the existing sequence and execute the first step immediately.
Read MoreTeam Inbox follower list
Now you can see the list of your teammates who are following a particular team inbox.
Read MoreCall Masking
Start using your personal number by masking it with your business number.
Read MoreCalendar view
Added calendar view for helping you manage all your sales activities in a better way.
Read MoreOctober
Sequences
Salesmate CRM adds sequences for strengthening your outreach. Now embrace automation for quickly reaching your potential buyers.
Read MoreText conversation view
Text messages with upgraded text conversation view to get better insights inside Salesmate.
Read MoreNative integration for QuickBooks
Salesmate CRM becomes finance savvy. Now manage all your financial data inside the smart intelligence software without switching apps.
Read MoreSeptember
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.
Read MoreJuly
Fresher Salesmate CRM
Salesmate CRM now has a fresher interface, faster loading speed, mode preference and much more in this new update.
Read MoreJune
Mobile app: Smarter advance filters
Get advance filters functionality on your mobile CRM that enables micro level search inside any module.
Read MoreMobile 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.
Read MoreMobile 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.
Read MoreMay
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.
Read MoreApril
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.
Read MoreTrack 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.
Read MoreMPZMail Integration
With this integration in place, all your future contacts will auto-sync, so you do not need to shuffle between two systems.
Read MoreMarch
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.
Read MoreFebruary
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.
Read MoreProduct 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.
Read MoreMultiple attachments on Mobile
Users will be able to insert multiple attachments at a time while sending emails to their prospect or clients
Read MoreMention users within your mobile CRM
Now, use @mentions to get someone’s attention and quick updates.
Read MoreCall transfer on iOS app
If you are using Salesmate mobile app for iPhone or iPad, you can now transfer your call to respective person.
Read MoreAttach email to a deal on mobile
When you receive an email, just select the relevant deal you want to attach the email conversation.
Read MoreQuick 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.
Read MoreHTML support on mobile
Easily use the templates created on your web app and send it through Salesmate mobile app with or without editing it.
Read MoreEmail threading to your smartphone
Get full context of your past conversations with your prospect or client at your fingertip.
Read MoreSmart insights
Enhance your salespeople’s on-the-go sales productivity without the need of accessing the data on desktop app.
Read MoreOctober
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.
Read MoreEmail threading
Get all your email conversations organized with email threading. All your emails from a single conversation are grouped together in a single thread.
Read MoreUpgraded chrome plugin
Salesmate chrome plugin for gmail has now become more powerful with simplified list view, quick sorting, and click to add records.
Read MoreGoogle team drive support
Salesmate CRM now supports Google team drive for better document collaboration. Save time and seamlessly collaborate with the team.
Read MoreKnowlarity click-to-call integration
If you are using SuperReceptionist by Knowlarity for your business, you can integrate it with Salesmate.
Read MoreSet 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.
Read MoreSeptember
Send SMS from Mobile CRM
Send and receive text messages directly from the Salesmate mobile CRM app available for iOS and Android.
Read MoreMedia Manager
Easily add images and email signatures with propers CTAs to beautify your email and boost the conversion rate.
Read MoreContact Deduplication
By rolling out our duplicacy management update, you can now be assured to avoid contact redundancy drawbacks.
Read MoreAugust
Call from Your Mobile
Make and receive calls from your Salesmate mobile app...
Read MoreJuly
Text Messaging
Reach out to a large number of prospects and customers with text messaging...
Read MoreEmail deliverability with DKIM
With Domain Key Identified Mail (DKIM) you can now send out emails from Salesmate using your own email id...
Read MoreBuilt-in Calling
Salesmate CRM has now released built-in calling feature for effective sales calls...
Read MoreAuto Associate Email Threads with Deals
Email messages from the same conversation will be grouped together...
Read MoreSmart Activity Reminders
Set smart reminders against outbound emails to remind yourself to follow up on important emails and never miss a critical conversation...
Read MoreMicrosoft Calendar Integration
Synchronise the activities in your CRM system with your online Microsoft Office 365 calendar and Microsoft exchange calendar...
Read MoreMobile App Updates
Work efficiently and find all the information you need at one place without putting in extra efforts...
Read MoreSalesmate Customizations
Salesmate updates about deal board views, layout, activity status, and many more...
Read MoreAesthetic Design and Intuitive Features
We have rolled out some exciting updates which will enhance your productivity and simplify the sales management process...
Read MoreIndiaMART Integration
Automatic Lead Capture from IndiaMART, India’s largest online marketplace connects buyers with suppliers...
Read MoreiOS App Feature Updates Feb 2018
Get direction on map from contact detail, quickly call or email, actionable updates for deal etc...
Read MoreGeolocation in Mobile Apps
Fetch the contact information of your prospects and clients within 100-mile radius of your current location...
Read MoreSmart Filters
Filters are available on all the list view across all modules viz. contacts, companies, activities, and deals...
Read MorePieSync Integration
Set up a two-way contact sync between Salesmate and any of your desired cloud-based application and seamlessly transfer your contacts...
Read MoreGravity 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.
Read MoreTag 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.
Read MoreCall tracking in mobile apps
Logging and tracking all your outgoing calls is now easier with Salesmate’s iOS and Android app.
Read MoreZapier Integration
We have added eight new zaphooks to the Zapier-Salesmate integration
Read MoreSlack Integration
Fosters teamwork by centralizing all the communication of the team at one place...
Read MoreGoogle Drive Integration
Have a hassle-free management of your common business documents...
Read More