Overview
What is Salesmate?
Salesmate is a single platform that helps create personalized experiences across marketing, sales, and service touchpoints across all channels – email, text, chat, web, calls, and eCommerce. It is designed to enable users to generate more leads, close more deals,…
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Popular Features
- Custom fields (38)9.696%
- Customer data management / contact management (38)9.696%
- Integration with email client (e.g., Outlook or Gmail) (39)9.595%
- Workflow management (38)8.888%
Reviewer Pros & Cons
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Pricing
Starter
$15
Growth
$30
Boost
$50
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
Product Demos
Salesmate CRM Review: The Best For You? Our Pros and Cons (2019)
Demo Cloud Industry Package (tailermate, salesmate, itemXTRA, SAP Business One)
salesmate demo (by Desk Solutions)
LionDesk CRM Demo Review vs Salesmate for Real Estate Agents
Salesmate Smart Filters and Views
Features
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Salesmate?
Salesmate is a single platform that helps create personalized experiences across marketing, sales, and service touchpoints across all channels – email, text, chat, web, calls, and eCommerce. It is designed to enable users to generate more leads, close more deals, and build lasting customer relationships. It replaces many disjointed systems to save users time and money.
Salesmate offers businesses:
Sales CRM – Organize, filter, segment, and manage leads, prospects, and customers data in one place.
Lead Capture, Nurture, and Scoring – Automatically capture, assign, and nurture leads using web forms, emails, live chat widget, file import, and third-party lead sources.
Automation Journeys – Run multi-channel drip campaigns, schedule follow-ups, automate repetitive tasks, score leads, and automate end-to-end customer journey.
Sales Emails – Automate sales emails two-way email sync, templates, tracking, scheduling, bulk campaigns features.
Calling & Texting – Salesmate offers built-in calling with features such as call recording, call transfer, voicemail drops, power dialer, call insights, and text marketing.
Live Chat & Shared Inbox – Convert website visitors into customers and also offer chat support on web and mobile. Use team inbox to deliver email support collaboratively.
Sales Sequences – Helps to save reps 30+ hours every month, and to never miss follow-ups with leads using an automated sales sequences.
Automate Data Entry – Automatically enrich contacts and track all emails, meetings, follow-ups, texts, etc. to eliminate data entry.
Sales Pipeline – Build a visual sales pipeline, forecast sales, set goals, and track rep activities to make sure no deals fall through the cracks.
Meeting Schedular – Enable prospects to book meetings online and save reps 10 hours of back-and-forth to schedule meetings.
Reporting & Dashboards – Actionable insights to improve sales performance and coach reps with pre-built or custom insights and dashboards.
Salesmate can be used with Google Apps, Microsoft Apps, Quickbooks, PandaDoc and 700+ other apps to streamline the sales workflow.
Pricing starts from $12/user. Salesmate supports businesses in SaaS, software, marketing, real estate, Insurance, finance, etc. industries. Salesmate can be tried free for 15-days.
Salesmate Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Contract management
- Supported: Quote & order management
- Supported: Interaction tracking
- Supported: Channel / partner relationship management
Customer Service & Support Features
- Supported: Case management
- Supported: Call center management
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: Scripting environment
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Integrations with 3rd-party Software Features
- Supported: Marketing automation
Platform Features
- Supported: Mobile access
Additional Features
- Supported: Customer Journey Automation
- Supported: Live Chat
- Supported: Built-in Calling w/ Recording & Texting
- Supported: Power Dialer
- Supported: Meeting Scheduler
- Supported: Team Inbox
- Supported: Web Forms
- Supported: Advanced Reporting
Salesmate Screenshots
Salesmate Video
Visit https://www.youtube.com/channel/UCZPKrO3O06QWrlhBl9Q7E5w to watch Salesmate video.
Salesmate Integrations
Salesmate Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android, Mobile Web |
Frequently Asked Questions
Salesmate Customer Size Distribution
Consumers | 15% |
---|---|
Small Businesses (1-50 employees) | 25% |
Mid-Size Companies (51-500 employees) | 50% |
Enterprises (more than 500 employees) | 10% |