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Salesmate Logo

The most customizable CRM. Now with AI

Last updated: October 2024

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Salesmate - 2025 Pricing, Features, Reviews & Alternatives

What is Salesmate?

Most CRMs are rigid, inflexible, and cost a lot of money to organizations, and Salesmate solves exactly these pain-points.

Salesmate is a flexible, customizable, and cost-effective solution for multiple teams in your organization.

The platform solves these problems by offering built-in tools, saving cost on integrations, and high customization capabilities.

The core of Salesmate is the CRM module, where sales, marketing, and success teams can manage contacts, leads, customers, subscribers, and everyday activities effortlessly.

With these essentials, CRM module comes with built-in tools that front-line teams can utilize every single day like Calling, Texting, Pipeline Management, Deals, Conversations, and much more.

One of the core reasons for higher sales outcomes is the ability to automate operations and save more time for selling. This is where Salesmate offers Workflows and Sequences.

Workflows automate tasks like deal assignment, task assignment or date-based communication. While Sequences can put follow-ups on autopilot based on your terms and conditions.

And with industry’s first AI-powered co-pilot, everyone in your sales team gets a personal assistance. ‘Sandy AI’ can book meetings, draft emails, or add notes for you. All you need to do is – just ask!

We know that sales teams can only function when marketing teams generate high quality leads. That’s where Salesmate empowers marketing teams to build and execute highly personalized campaigns and reach wider audiences.

Not only that, but marketing teams can also track website visitors, collect leads using forms or lead gen bots, score every lead, built marketing journeys, and send-off the finest MQLs to sales teams for higher success.

Lastly, a great customer service team can truly manoeuvre retention, engagement, and revenue for the business. That’s why, Salesmate provides tools like Live Chat, Chatbots, and Shared Inboxes to deliver the finest experiences for your customers.

Naturally, you need insights to predict trends, be agile, and make decisions in your growth journeys. That’s where Dashboards, Templates, Custom Reports, and Insights will offer everything you need to see what’s going on with your teams and business.

From lead generation to top-notch customer experiences, Salesmate has something for everyone on your team.

Salesmate has 15-day free trial, where you can explore every corner of the platform, without sharing credit card details. It’s safe, secure, and available for everyone in your team to try.

Benefits of using Salesmate

1. Flexibility and Customization: Adapts to diverse organizational needs, overcoming the limitations of traditional rigid CRMs.

2. Cost-Effectiveness: Reduces expenses by providing built-in tools, minimizing the need for costly integrations.

3. Comprehensive CRM Module: Central hub for managing contacts, leads, customers, and daily activities, streamlining the workflow for sales, marketing, and success teams.

4. Essential Built-In Tools: Includes calling, texting, pipeline management, deals, and conversation tools for everyday use by front-line teams.

5. Sales Automation: Features like Workflows and Sequences automate crucial tasks, enabling more time for actual selling and enhancing sales outcomes.

6. AI-Powered Assistance: 'Sandy AI', the industry’s first AI co-pilot, offers personalized help in booking meetings, drafting emails, and note-taking.

7. Empowering Marketing Teams: Enables the creation of personalized campaigns, lead tracking, and scoring, essential for generating high-quality leads and broader audience reach.

8. Lead Generation and Management: Tools for tracking website visitors, using forms or bots for lead collection, and sending qualified leads to sales teams.

9. Customer Service Enhancement: Provides Live Chat, Chatbots, and Shared Inboxes to improve customer service, retention, engagement, and revenue.

10. Insightful Analytics and Reporting: Offers Dashboards, Custom Reports, and Insights for trend prediction, agile decision-making, and understanding team and business performance.

11. Free Trial: A 15-day free trial without the need for credit card details, ensuring security and accessibility for team exploration.

Starting from

29

/user

Per month

Alternatives with better value for money

Salesmate's key features

Most critical features, based on insights from Salesmate users:

Contact Management
Sales Pipeline Management
Lead Management
Contact Database
Marketing Automation
Lead Capture

All Salesmate features

Features rating:

Customer Database
CRM
Engagement Tracking
Client Management
Sales Reports
Email Campaign Management
Campaign Management
Search/Filter
Calendar Management
List Management
Pipeline Management
Workflow Management
Landing Pages/Web Forms
Lead Generation
Internal Chat Integration
Alerts/Notifications
Task Management
Lead Qualification
Third-Party Integrations
Interaction Tracking
Email Management
Document Storage
Email Marketing
Mobile Access
Segmentation
Data Import/Export
Reporting/Analytics
Performance Management
Opportunity Management
Personalization
Pipeline Reports
Performance Metrics
Online Forms
Predictive Analytics
Multivariate Testing
Multi-Channel Marketing
Multi-Channel Communication
Multi-Campaign
Monitoring
Mobile App
Meeting Management
Mass Texting
Live Chat
Leaderboards
Lead Segmentation
Lead Nurturing
Lead Notifications
Lead Distribution
Scheduled Messaging
Shared Contacts
Single Sign On
SMS Marketing
Social Media Integration
Softphone
Source Tracking
Surveys & Feedback
Tagging
Task Scheduling
Template Management
Transfers/Routing
Visitor Tracking
Visual Analytics
Web Forms
Web-based Deployment
Website Visitor Tracking
Prioritization
Process/Workflow Automation
Product Catalog
Prospecting Tools
Real-Time Analytics
Real-Time Data
Real-Time Notifications
Real-Time Reporting
Referral Tracking
Reminders
Reporting & Statistics
Revenue Management
Role-Based Permissions
Sales Activity Management
Sales Analytics
Sales Forecasting
Sales Trend Analysis
Call List Management
Call Logging
Call Recording
Campaign Analytics
Campaign Scheduling
Chat/Messaging
Click Tracking
Collaboration Tools
Commenting/Notes
Commission Management
Conversion Tracking
Customer Journey Mapping
Customer Segmentation
Customer Surveys
Customizable Branding
Customizable CTAs
Email Tracking
A/B Testing
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Activity/News Feed
API
Appointment Management
Appointment Scheduling
Assignment Management
Auto-Dialer
Automated Responses
Automatic Call Distribution
Autoresponders
Batch Processing
Business Card/Badge Scanning
Calendar Sync
Calendar/Reminder System
Event Triggered Actions
Field Sales Management
For Insurance Industry
For iPad Devices
For Real Estate
For Sales Teams/Organizations
For Small Businesses
For Startups
Forecasting
Forms Management
GDPR Compliance
Goal Setting/Tracking
HTML Editor
Image Library
Kanban Board
Lead Assignment
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Scoring
Customizable Templates
Dashboard
Data Enrichment
Data Management
Data Synchronization
Deal Management
Document Management
Drag & Drop
Drip Campaigns
Dynamic Content
Electronic Signature
Email Sequences
Email Templates

Salesmate awards

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(94)

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Salesmate pricing

Value for money rating:

Starting from

29

/user

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

Salesmate integrations (50)

Integrations rated by users

We looked through 94 user reviews, to identify which products are mentioned as Salesmate integrations, and what is the users perception.

Gmail logo
Gmail

Integration rating: 5.0 (2)

Integration process is little bit difficult but it is quite useful for your sales communications and customer management.

It copies all emails to / from my gmail accounts, as well as my business domain email

SS

Sharma Shivlal

IT Manager

1/2
JustCall logo
JustCall

Integration rating: 4.0 (1)

Syncing our phone service allows us to track all client information in one place and allows all team members to be up to date on each client.

CH

Chrissy Hernandez

Executive Assistant

Integration rating: 5.0 (1)

This is the tool that got synced with Salesmate.io, which helped me in tracking all the email conversations that i am having with my prospective customers.

Verified reviewer profile picture

Manikyala Dirisala

Manager - Client Acquisition

Integration rating: 5.0 (1)

SendGrid logo
SendGrid

Integration rating: 5.0 (1)

Salesmate support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Knowledge Base
Email/Help Desk
Chat
FAQs/Forum
Phone Support
24/7 (Live rep)

Training options

Live Online
In Person
Documentation
Videos
Webinars

Salesmate reviews

Overall rating

4.7

/5

94

Positive reviews

99

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.33/10
Rating distribution

5

4

3

2

1

70

23

1

0

0

Pros
“Great experience, we had [sensitive content hidden] helping us throughout the process, he is super friendly, patient and helpful which has made the transition much easier.”
“I love that there is excellent customer support. I like that it is easy to use, and that you can send and track emails through the system.”
“Google integration is very good, template ability is excellent and there are workflow capabilities. Forecasting is also included.”
Cons
“The only thing missing is a voicemail drop option.”
“At this time i dont believe theres anything either my team or myself are dissatisfied with.”
“Keep it simple - have ONE BOARD that has the quote, email, etc. I stopped using the Deals section as it is just all too time consuming.”

Salesmate FAQs

Q. What type of pricing plans does Salesmate offer?

Salesmate has the following pricing plans:
Starting from: $29.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money


Q. Who are the typical users of Salesmate?

Salesmate has the following typical customers:
Large Enterprises, Mid Size Business, Small Business


Q. What languages does Salesmate support?

Salesmate supports the following languages:
English


Q. Does Salesmate support mobile devices?

Salesmate supports the following devices:
Android, iPad, iPhone


Q. Does Salesmate offer an API?

Yes, Salesmate has an API available for use.


Q. What other apps does Salesmate integrate with?

Salesmate integrates with the following applications:
Wufoo, Microsoft Outlook, ActiveCampaign, Formstack Forms, Zapier, RingCentral Contact Center, Gmail, Docusign, Google Workspace, Google Drive, RingEX, WordPress, Brevo, JustCall, Harvest, Squarespace, Livestorm, Slack, Invoice Ninja, QuickBooks Online, Google Calendar, Mailchimp, Google Maps, PandaDoc, Xero, Operations Hub, Shopify, Zendesk Suite


Q. What level of support does Salesmate offer?

Salesmate offers the following support options:
Knowledge Base, Email/Help Desk, Chat, FAQs/Forum, Phone Support, 24/7 (Live rep)

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