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Salesmate

Salesmate is a comprehensive CRM solution crafted to optimize workflows and automate communication, leading to quicker deal closures and heightened productivity...

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Salesmate is a comprehensive CRM solution crafted to optimize workflows and automate communication, leading to quicker deal closures and heightened productivity...

Watch Demo Get Pricing
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Product Overview

Salesmate is a comprehensive CRM solution crafted to optimize workflows and automate communication, leading to quicker deal closures and heightened productivity. Although the reporting features can be somewhat difficult to interpret, the built-in support and sophisticated analytics significantly boost customer satisfaction.

Product Details

What Is Salesmate?

Salesmate is a robust CRM solution designed to capture leads, organize contacts and deals, schedule meetings, and automate follow-up actions for sales teams. It supports outreach through email and SMS, offers call tracking features, lead scoring capabilities, and visualizes sales pipelines. Additionally, the platform aids in executing marketing campaigns, managing ticketing systems, and conducting customer satisfaction surveys. With integrated features like native calling, a meeting scheduler, document generation, quote creation, multichannel communication, and AI-driven research and summaries, it empowers users to drive consistent business growth.

Salesmate Pricing

The pricing structure for Salesmate is as follows:

  • Basic Plan: $23/user/month

  • Pro Plan: $39/user/month

  • Business Plan: $63/user/month

Get a customized Salesmate pricing plan tailored to your specific business needs and budget.

Please note that pricing may change at any time.

Salesmate Integrations

Salesmate seamlessly integrates with:

  • ActiveCampaign

  • AWeber

  • BigCommerce

  • Brevo

  • Clearbit

  • Dialpad

  • DocuSign

You can view a free demo of Salesmate to explore its integration capabilities further.

Who Is Salesmate For?

This platform is ideal for various industries including:

  • Insurance

  • Real estate

  • Education

  • Manufacturing

  • Hospitality

  • Travel

  • Finance

Is Salesmate Right For You?

The Salesmate software serves as a thorough CRM system that caters to businesses looking to consolidate their sales, marketing, and support efforts within one AI-enhanced platform. It simplifies outreach initiatives, tracks calls, and manages ticketing across various pipelines, all while minimizing manual tasks and accelerating deal closures. Furthermore, it allows for campaigns based on segments, behavior-driven triggers, and satisfaction surveys to enhance relationship management.

If you're still unsure whether Salesmate fits your needs, feel free to reach out to our customer support at info@softwareseekers.com for additional assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✘ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
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✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
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✘ accounts payable
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✘ customer support
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✘ donor management
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✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✔ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
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✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
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✘ reporting analytics
✘ resource allocation
✘ workflow automation
✘ android crm software
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✘ inventory management
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✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✔ customer segmentation
✘ membership management
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✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
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✘ multi currency support
✔ opportunity management
✘ performance management
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✘ analytics and reporting
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✔ customer servicesupport
✘ customizable dashboards
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✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
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✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
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✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✔ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
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✘ customer support ticketing
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✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
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✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Provides built‑in AI agents for sales and support
  • ✔ Supports mobile apps for iOS and Android
  • ✔ Offers a 15-day free trial
  • ✔ Integrates with various tools

Cons

  • ✘ Advanced features require onboarding effort
  • ✘ Higher tiers required for advanced automation features

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Yes, Salesmate does offer an API.

Yes, Salesmate does offer a mobile app.

Salesmate supports English language only.

The vendor offers customized pricing plans according to different business needs. It offers a Basic Plan at $23/user/month, a Pro Plan at $39/user/month, and a Business Plan at $63/user/month. Get a customized Salesmate cost breakdown for your business today.

Salesmate integrates with ActiveCampaign, AWeber, BigCommerce, Brevo, Clearbit, Dialpad, DocuSign, and more.

The typical users of Salesmate include sectors like insurance, real estate, education, manufacturing, hospitality, travel, finance, and more.

Salesmate offers support through community, knowledge base, phone support, blog, eBooks, webinars, videos, and more.