Automate the mundane processes

Get rid of the manual tasks and focus on closing more deals by using Salesmate’s workflow automation. Nurture relationships while your CRM does all the other tasks for you.

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Powerful sales automation

Enhance productivity through workflow automation

Get on from the manual dependency at every stage of the sales process and let the deals move smoothly without much human effort. You can standardize the entire process by defining workflow automation rules to trigger certain actions. Increase your productivity by adding more time to your day by choosing the right workflow automation CRM. Update records, assign and rotate deals, notify internal users and send emails automatically, automate it all with Salesmate.

Sales Pipeline

Auto-assign leads to your team

With Salesmate’s Workflow Automation, you can automate lead assignment to your salespeople. By automating, you decrease your workload and reduce the chances of delays in discovery calls. You can also create activities when the new deal is assigned to your team members, or when a new contact is added.

Email Outreach

Send personalized emails

Always stay connected to your prospects and clients, and increase their engagement by automating your sales emails. Send automated welcome emails or remind them when their subscription is about to expire. Foster your relationships by sending them personalized birthday and anniversary greeting emails by creating custom fields in Salesmate and running workflows on them.

Sequences

Automate follow-ups to save more time to sell

Always stay in touch with your clients and nurture lasting relations by automating follow-ups. With Salesmate’s intelligent workflows, automate your follow-up process and save on your precious time. Choose the smarter way to connect with your potential prospects and remind them to respond.

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SELL BETTER, FASTER & TOGETHER

Salesmate’s Workflow Automation has its own benefits

With Salesmate’s Workflow Automation, you can focus more on selling as your manual labor is taken care of by your CRM. Along with the elimination of busywork, automation comes with a wide array of benefits.

Reduce human errors

Improve your overall results by reducing human errors with the help of Salesmate’s automation. Decrease the chances of late actions and lost opportunities.

Increase productivity

Empower your sales reps with automation. Free them from the worries of missing important activities when everything is completed on time.

Integrate with multiple apps

Sync your data with Salesmate. Use webhooks to trigger actions in third-party apps when a new contact is added to your database. Use your favorite apps with your CRM.