Overview
What is Salesmate?
Salesmate CRM is a single platform that you will need to deliver personalized experiences across marketing, sales, and service touchpoints across all channels – email, text, chat, web, calls, and eCommerce. Its comprehensive feature set allows you to generate more leads, close more deals, and build lasting customer relationships. It replaces many disjointed systems to save you time and money. Here is a quick summary of what Salesmate has to offer for your business: Sales CRM – Organize, filter, segment, and manage all your 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 journeys. Sales Emails – Automate your sales emails two-way email sync, templates, tracking, scheduling, bulk campaigns features. Calling & Texting – Salesmate offers industry’s best built-in calling with features such as call recording, call transfer, voicemail drops, power dialer, call insights, text marketing, and much more. Live Chat & Shared Inbox – Convert your website visitors into customers and also offer chat support on the web and mobile. Use team inbox to deliver email support collaboratively. Sales Sequences – Your reps can save 30+ hours every month and never miss to follow-up with your leads using 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 your visual sales pipeline, forecast sales, set goals, and track rep activities to make sure no deals fall through the cracks. Meeting Schedular – Enable your prospects to book meetings online and save your reps 10 hours of back-and-forth to schedule meetings. Reporting & Dashboards – Use actionable insights to improve your sales performance and coach your reps with pre-built or custom insights and dashboards. You can use Salesmate with your favorite Google Apps, Microsoft Apps, Quickbooks, PandaDoc, and 700+ other apps to streamline your sales workflow. https://www.salesmate.io/
Salesmate CRM Features
- Contact Manager
- CRM
- CRM & Sales Dashboards
- CRM & Sales Reports
- CRM integration
- Customer Support
- Document Management
- Email Integration
- Email Marketing / SMS Marketing
- Email Templates
- Lead Generation
- Marketing Automation
- Mass Email
- On-Demand (SaaS)
- Sales Quotes
- Sales Forecasting
- Sales Tracking
- Lead Management
- Sales Force Automation
- Customer DataBase
- Workflow Management
- Dashboard
- Pipeline Management
- Contract Management
- Web Forms
- Real Time Analytics
- Import & Export Data
- Inquiry Management
- Interaction Tracking
- Landing Pages
- List Management
- Customization
- Sales Pipeline Tracking
- Sales Dashboards & Reports
- Omnichannel Communication
- Contact Manager
- Call & SMS Tracking
Smart Email Tracking: Some important features that sales reps can use wisely for increasing the overall productivity:
- Sales email notifications,
- Email performance tracking,
- Smart email templates,
- In-Built email client,
- Personalized email address
Features and Functionality
Salesmate allows your business to be as efficient as possible by bringing all your favorite apps into one CRM. It offers the ability to two-way sync your Google Apps all into one CRM. This includes Gmail, Calendar, Contacts, Drive, Maps and Chrome Plugin. Other apps that Salesmate allows you to integrate with are WordPress, Shopify, MailChimp, and more.Salesmate allows each user of the CRM to be in sync all across the globe using time zones. When it comes to multiple currencies, you are able to track your sales in one or more currencies by setting the preferred home currency with Salesmate’s customizable sales CRM. Additionally, the CRM will convert all sales data straight away into your home currency using current foreign exchange rates for accurate sales and revenue reporting.
You can also get instant notifications as soon as new sales activities are given to you. Salesmate will send you push notifications on your iOS or Android device. Below are some additional features that we liked:
Accelerated Sales
Push your sales further with features such as:
- Pipeline Management
- Tracking Activities
- Smart Emails
Smart Productivity
Accelerate productivity with:
- Deal Management
- Sales Automation
- Data Entry Automation
- Contact Management
Gain Visibility
Salesmate helps with:
- Sales Goals Tracking
- Sales Intelligence
- Sales Forecasting
- Mobile Apps
Ease of Use
Salesmate keeps it simple, and you can easily toggle between screens while working on deals. With quick views you can make calls, send emails, complete activities, add notes or update deals directly from your sales pipeline. Everything can be achieved with a simple click, essentially saving you an immense amount of your time.
Plans & Pricing
Salesmate is available for a free trial period of 15 days. They have a simple pricing plan, which is $12 per user/month when billed annually. When billed monthly, the cost is raised slightly to $15. This includes unlimited users, all sales and CRM features, two-way email and phone integrations, mobile apps and Gmail extension and phone, live chat, and email support. They also have an Enterprise plan which offers a special version of Salesmate that can be deployed in your data center for additional fees.
You can get a free 15-day trial simply by creating an account. With the trial, you can add as many users as you like. You will have unlimited access to all the Salesmate features. After this period, you can then pick a monthly or annual billing plan. In order to get the most out of your trial period, it’s best to invite all your teammates to join your Salesmate trial account. When compared to its competition in the market, Salesmate is very affordable and offers great features