
Real-time engagement with live chat
Live chat is a powerful tool for engaging with visitors in real time and qualifying leads instantly. Salesmate’s live chat functionality enables you to connect with prospects, answer questions, and guide them through the sales funnel without delay.
- Instant engagement: Provide real-time answers to visitor questions, building trust and helping move them further down the funnel.
- Lead capture: Prompt visitors to share their contact details during the conversation for easy follow-up.
- Live assistance: Offer personalized support and direct leads to relevant resources or offers to keep them engaged.
- Chat journeys: Use pre-designed conversational paths to guide visitors based on their intent, behavior, or funnel stage, ensuring relevant and personalized interactions.

Boost social media lead capture with facebook integration
Salesmate’s Facebook integration helps you capture leads directly from your business page without the need for external tools. With Audience Sync, you can optimize your targeting and retargeting efforts for higher engagement and conversions.
- Lead forms integration: Capture new leads from your Facebook business page directly within Salesmate, streamlining your lead management process.
- Audience sync: Sync your customer list with Facebook audiences for optimized targeting and retargeting campaigns, ensuring better performance and higher-quality leads.
- Automated follow-ups: Leverage Salesmate’s CRM to follow up on Facebook leads automatically with personalized email or chat messages.

Lead qualification: Focus on the right prospects
Lead qualification ensures you spend your time and resources on leads most likely to convert. Salesmate’s CRM allows you to automatically score and prioritize leads based on predefined criteria, giving you a clearer picture of your most promising opportunities.
- Lead scoring: Automatically assign scores to leads based on engagement, past data, and behavior to prioritize follow-up actions.
- Custom workflows: Create tailored workflows for different lead stages, ensuring you nurture each lead appropriately.
- Discovery calls: Schedule calls directly from the CRM to understand your leads' needs and pain points.

Make data-driven marketing decisions for smarter conversions
Salesmate’s robust analytics tools provide actionable insights into lead behavior, campaign effectiveness, and sales performance. Track key metrics like conversion rates, lead quality, and campaign ROI to make data-driven decisions that optimize your lead conversion process.
- Track metrics: Monitor lead generation and conversion metrics in real-time, allowing you to optimize campaigns and sales strategies.
- Lead engagement reports: Understand how your audience interacts with your content and campaigns.
- Actionable dashboards: Get the insights you need to optimize strategies and improve ROI with simple, intuitive dashboards.

Tailored engagement: Personalize your approach at every stage
Different stages of the sales funnel require tailored engagement strategies. Salesmate enables you to customize your approach based on where each lead is in their buying journey, increasing the chances of conversion.
- Early-stage leads: Focus on relationship-building tactics and educational content to build trust with new prospects.
- Mid-stage leads: Personalize email campaigns, product demos, and case studies to address pain points and move leads closer to conversion.
- Late-stage leads: Offer customized solutions and exclusive deals to close the sale.

Multi-channel engagement: Connect with prospects everywhere
With Salesmate’s multi-channel engagement tools, you can connect with prospects via email, chat, phone, and social media, providing a personalized experience no matter how they prefer to communicate.
- Omnichannel communication: Engage leads on their preferred channel, ensuring seamless conversations across email, chat, phone, and social media.
- Automated follow-ups: Set up automated follow-ups across different communication channels, ensuring timely and consistent engagement.
- Unified view: Keep all conversations and lead data in one place, so your team always has context when reaching out.
- Mobile CRM app for instant response: Sales reps can capture, qualify, and respond to leads on the go, ensuring no opportunity is missed.

Consistent follow-ups: Stay top of mind without being pushy
Salesmate helps you maintain regular, non-intrusive follow-ups with leads. Set reminders, schedule calls, and send personalized emails to stay engaged with prospects and keep your brand top of mind.
- Automated reminders: Set up reminders to follow up with leads at optimal times, ensuring no opportunity is missed.
- Meeting scheduler: Salesmate’s built-in meeting scheduler eliminates back-and-forth emails and helps you close deals faster.
- Tailored workflows: Automate your follow-up sequences based on lead activity, ensuring that each lead receives timely, relevant communication.
Got questions? Find answers!
What is the best way to capture leads using Salesmate?
Salesmate provides several powerful methods to capture leads directly from your website, social media, and live interactions. You can use lead capture forms strategically placed on high-traffic pages to collect visitor information. Live chat enables instant engagement with visitors, while social media integrations like Facebook allow you to capture leads directly from your social channels. These features work together to ensure no lead is missed, and you can follow up immediately.
How can I use live chat to convert more leads?
With Salesmate’s live chat feature, you can engage with visitors in real-time, answer their questions, and guide them toward the next step in their buyer’s journey. During the conversation, you can prompt visitors to share their contact information for follow-up, increasing the chances of converting them into qualified leads. Additionally, you can set up automated triggers to capture leads even when you're unavailable, ensuring no opportunity is lost.
How does the Meeting Scheduler feature help in lead conversion?
Salesmate’s Meeting Scheduler integrates seamlessly with Teams, Google Meet, and Zoom, streamlining the process of scheduling calls and demos. Once a lead expresses interest, you can send them a link to schedule a meeting at their convenience, helping you close deals faster. This feature reduces friction in the sales process, improves lead engagement, and ensures that valuable time is spent on high-potential leads.
Can Salesmate integrate with my social media accounts for lead capture?
Yes, Salesmate integrates seamlessly with social media platforms, including Facebook, to capture leads directly from your business page. With Audience Sync, you can align your customer lists with your Facebook audience, optimizing your targeting and retargeting efforts. This ensures that you're engaging the right audience and driving high-quality traffic to your website and lead capture forms, resulting in better lead conversion rates.
How can I track the progress of my leads?
Salesmate’s CRM lets you track lead progress through real-time sales data and analytics. You can monitor key metrics like conversion rates, lead sources, and sales cycle stages to ensure you're focusing on high-potential leads.
What are automated reminders, and how do they help with lead conversion?
Automated reminders ensure that you stay on top of follow-ups with leads at the right time. By setting up reminders, you can maintain consistent communication, prevent leads from slipping through the cracks, and keep them engaged throughout the sales process.
How does Salesmate help with lead qualification?
Salesmate’s CRM uses lead scoring to automatically qualify leads based on factors such as engagement level, demographic data, and behavior. You can customize scoring criteria to prioritize leads who are most likely to convert. This helps your sales team focus their efforts on high-potential opportunities, ensuring that follow-ups are timely and relevant, which ultimately increases the conversion rate.
Can I automate my follow-up emails in Salesmate?
Yes, Salesmate allows you to create automated follow-up email sequences based on lead activity and engagement. This ensures that each lead receives personalized and timely communication, whether they’ve just shown interest or are further along in the sales funnel. Automated emails keep leads engaged, nurture relationships, and move them closer to a sale, saving your team valuable time.
How can Salesmate’s CRM help me convert leads into customers?
Salesmate’s CRM centralizes all lead data and provides a clear view of each lead’s journey. With automated follow-ups, personalized communication, and data-driven insights, Salesmate helps you nurture relationships and convert leads more effectively.