Power up your sales with unified sales management

Q: Can I assign leads automatically to sales reps?

Yes! Salesmate’s smart routing feature assigns leads to the right sales reps based on predefined criteria such as location, industry, or engagement level.

Q: Does Salesmate support multiple sales pipelines?

Absolutely! You can create and manage multiple pipelines tailored to different sales processes, ensuring better organization and tracking.

Q: How does Salesmate’s AI research help sales teams?

AI research gathers and analyzes prospect data, providing insights such as company details, behavioral trends, and engagement levels to improve outreach strategies.

Q: How does Salesmate’s Meeting Scheduler work?

The built-in scheduler lets prospects book meetings directly from your calendar, reducing back-and-forth emails and ensuring seamless appointment scheduling.

Q: Does Salesmate support collaboration among sales teams?

Yes, Salesmate offers shared notes, team notifications, and activity tracking, allowing sales teams to collaborate effectively.

Q: How does Salesmate handle follow-ups for abandoned leads?

Salesmate automatically triggers re-engagement campaigns for inactive leads using emails, texts, or scheduled calls.

Salesmate’s Unified Sales Management brings all your sales tools into one intelligent platform. From capturing leads to closing deals, our smart automation ensures seamless workflows, improved productivity, and higher conversions - without the hassle.

Automate lead nurturing, email campaigns, and follow-ups
Score, segment, and prioritize leads effortlessly
Gain actionable insights to boost engagement and conversions

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Trusted by 8,500+ businesses globally

All-in-one platform

Why businesses choose Salesmate’s unified sales management?

Salesmate simplifies sales by bringing everything - lead capture, automation, AI insights, and deal tracking - into one intuitive platform. Our unified sales management eliminates silos, boosts efficiency, and helps close deals faster with smarter workflows.

WEB FORMS

Capture and convert leads effortlessly

Turn website visitors into high-quality leads with customizable web forms. Salesmate allows you to collect essential prospect details and automatically route them into your CRM for seamless follow-ups.

Customizable forms: Create branded forms that match your website’s look and feel
Automated lead capture: Instantly add submissions to your CRM and trigger nurturing workflows
Smart routing: Assign leads to the right sales reps based on predefined rules

TEXTS

Engage leads with real-time messaging

Stay connected with your prospects using personalized text messages. Salesmate enables seamless SMS communication to keep leads engaged and drive faster responses.

Automated text follow-ups: Schedule and send timely messages to nurture leads
Two-way communication: Engage in real-time conversations to answer queries and build trust
Text campaigns: Send bulk SMS campaigns to reach multiple leads at once

LEAD SCORING

Identify and prioritize high value leads

Ensure your team focuses on the leads most likely to convert. Salesmate’s intelligent lead scoring assigns values based on engagement, demographics, and behavior.

Custom scoring rules: Set your own criteria to score leads based on interactions and attributes
Real-time qualification: Automatically flag high-intent prospects for immediate follow-up
Sales-ready lead prioritization: Concentrate efforts on prospects most likely to close

AI RESEARCH

The first CRM you can talk to

Meet Sandy AI: Salesmate’s intelligent co-pilot that provides real-time data-driven insights, empowering your sales team to engage leads with precision
Conversational AI: Simply ask Sandy for research on a lead, and get instant, relevant insights
Predictive analytics: Identify patterns and anticipate lead behavior for more strategic decision-making
Automated data enrichment: Eliminate manual data entry with real-time CRM updates and prospect intelligence
Smart recommendations: Get personalized engagement suggestions based on AI-driven insights

DEAL MANAGEMENT

Keep your sales pipeline organized and moving

Visualize, track, and close deals efficiently with Salesmate’s intuitive deal management system.

Visual sales pipelines: Move deals through stages effortlessly
Automated follow-ups: Never miss a deal opportunity with timely reminders
Custom deal stages: Adapt pipelines to fit your unique sales process

EMAIL TRACKING

Know when your emails are opened and clicked

Track email engagement in real-time to improve follow-ups and boost conversions.

Real-time notifications: Get alerts when a prospect opens your email
Click tracking: Understand which links generate the most interest
Follow-up automation: Schedule emails based on user engagement

BULK EMAILS

Scale your outreach with personalized bulk emails

Reach multiple prospects at once without losing the personal touch.

Personalized mass emails: Send targeted emails at scale with dynamic fields
Email scheduling: Plan and automate email campaigns in advance
Performance tracking: Monitor open rates, clicks, and replies for optimization

MEETING SCHEDULER

Book meetings effortlessly without the back-and-forth

Simplify appointment scheduling with an integrated meeting scheduler that syncs with your calendar.

Self-booking links: Let prospects schedule meetings at their convenience
Automated reminders: Reduce no-shows with timely notifications
Calendar syncing: Integrate with Google, Outlook, and more

CALENDAR MANAGEMENT

Stay organized and manage your schedule effectively

Keep track of meetings, follow-ups, and tasks in one place to ensure no opportunity slips through.

Unified view: Manage all appointments, tasks, and events from a single dashboard
Color-coded events: Easily differentiate between tasks and meetings
Automated syncing: Stay updated across all your devices

ACTIVITIES

Automate, track & optimize every sales interaction

Salesmate ensures no lead falls through the cracks by automating task management, logging interactions, and keeping your team aligned.

Activity insights: Track every interaction in real-time to maintain an informed sales approach
Automated follow-ups: Engage leads with AI-driven reminders and scheduled touchpoints
Seamless lead distribution: Assign leads to the right reps for faster conversions
Communication logs & segments: Organize interactions efficiently for structured workflows

QUOTES

Send professional quotes in minutes

We know that creating and managing quotes can be time-consuming, prone to errors, and might require coding experience. That’s why Salesmate’s Quote Management simplifies the process-allowing you to generate, customize, and track professional sales quotes effortlessly using a visual builder.

Smart quote generation: Instantly pull in customer details and deal information to create accurate, error-free quotes
Customizable templates: Design professional, on-brand quotes with dynamic fields for a personalized touch
Quick and efficient: Reduce manual work with auto-filled customer details and seamless CRM integration
Approval workflows: Ensure internal approvals before sending proposals to maintain accuracy and professionalism
Seamless tracking: Monitor quotes from creation to approval so nothing falls through the cracks

DOCUMENTS

Streamline document sharing and tracking

Salesmate’s Document Management System (DMS) simplifies how you store, share, and monitor sales and service documents - all in one secure and centralized space. No need for external drives or third-party cloud services.

Centralized storage: Organize all essential files, including PDFs, PowerPoints, spreadsheets, and Word documents, for quick and easy access
Effortless sharing: Generate shareable links and distribute documents across various communication channels
Real-time engagement tracking: Gain insights into document views, visitor details, and interaction levels to gauge prospect interest
Advanced access control: Assign roles, set permissions, enable password protection, and configure data privacy settings for enhanced security
Seamless CRM integration: Share documents directly through your CRM or email inbox for uninterrupted communication

GOALS

Set and track sales objectives with precision

Achieving sales objectives is the backbone of business success, and Salesmate’s Goal Management system helps your team stay motivated, aligned, and on course. With advanced tracking and real-time insights, hitting your targets has never been easier.

Customizable goals: Set revenue, deal, activity-based, or service objectives tailored to your business needs
Expanded tracking: Monitor individual, team, or company-wide goals monthly, quarterly, or yearly with flexible tracking options
Custom module support: Define and track goals on custom module records for deeper performance insights
Automated reporting: Get real-time updates on goal progress to optimize strategies and make data-driven decisions
Seamless dashboard integration: Keep performance insights at your fingertips with goal widgets on your Salesmate dashboard

REPORTS

Make data-driven decisions with insightful reports

Turn raw data into actionable insights with customizable reports and analytics.

Real-time sales insights: Monitor pipeline performance and revenue trends
Custom reports: Build detailed reports tailored to your business needs
Automated dashboards: Get key metrics at a glance for quick decision-making

MORE FEATURES

Enhance productivity with intelligent sales automation

Automated follow-ups

Keep prospects engaged with timely, automated follow-up emails and reminders.

Intuitive sales dashboard

Gain complete visibility into deals, tasks, and team performance with an easy-to-navigate interface.

Meeting scheduler

Eliminate back-and-forth emails by allowing prospects to book meetings directly from your calendar.

Bulk emails & tracking

Send personalized bulk emails and track open rates, clicks, and responses in real time.

Sandy AI

Generate compelling sales emails, proposals, and responses instantly tailored to your brand’s tone and style.

Lead & deal notifications

Get real-time alerts when a lead engages with your content or moves through the sales pipeline.

Trusted by businesses that scale and succeed with Salesmate

From emerging mid-sized companies to leading enterprises, businesses trust Salesmate’s Unified Sales Management to streamline their sales processes.

I searched high and low for a CRM that had not only customizable fields but also the right type of customizable fields that would also transfer to merge fields in email templates. I found everything I wanted and more in Salesmate!