What is Salesmate?
Salesmate is an advanced customer relationship management (CRM) platform that combines intuitive design with powerful automation capabilities. The platform offers a fully customizable interface where teams can create their own modules, fields, pipelines, and dashboards to match their unique business processes.
The system integrates essential features including built-in calling, email automation, marketing campaigns, and AI-powered assistance through Sandy AI. It offers enterprise-grade security with SOC2, ISO, GDPR, and CCPA compliance, while maintaining seamless integration capabilities with over 700 popular business applications.
Features
- Sales Pipeline Management: Multiple customizable pipelines with visual deal tracking
- Automation Suite: Workflow automation for campaigns, processes and outreach
- Built-in Communication: Integrated calling, texting, and email capabilities
- Sandy AI Assistant: AI co-pilot for scheduling meetings and drafting emails
- Custom Modules: Create personalized modules and fields for specific needs
- Team Inbox: Unified communication hub for customer interactions
- Analytics Dashboard: Comprehensive reporting and performance insights
- Mobile Access: Full functionality on mobile devices and tablets
Use Cases
- Inbound Sales Management
- Outbound Sales Campaigns
- Remote Sales Operations
- Account Based Sales
- Customer Support Management
- Marketing Campaign Automation
- Lead Generation and Nurturing
- Team Collaboration and Management
FAQs
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What is included in the 15-day free trial?
The free trial includes unlimited access to all Salesmate features and allows adding multiple users. After 15 days, users can choose between monthly or annual billing plans. -
What payment methods are accepted?
Salesmate accepts Visa, MasterCard, Discover, and American Express. For annual payments, they can issue invoices and accept POs. Bank transfers are accepted for annual subscriptions exceeding USD 500. -
How does the built-in phone/SMS pricing work?
Users can purchase local and toll-free numbers starting at $1.1/month for making and receiving calls/texts. Credits can be topped up as needed.
