Salesmate CRM- An all in one sales solution for small businesses

CRM gained recognition in the last few years and has become a popular software in the industry. The global CRM software market size is predicted to touch USD 35 billion by 2023 at a CAGR of 6% from 2017 to 2023 (forecast period), asserts Market Research Future (MRFR) in its latest report. Businesses of all sizes have realized the need for an effective CRM. Due to the increasing demand, many CRM vendors entered the market, but only a few amongst them could succeed in this competitive market. Salesmate is one such CRM that managed to capture the attention of businesses. This intuitive CRM software also received FrontRunner 2018 award from SoftwareAdvice due to its advanced capabilities. This award validates that Salesmate CRM has succeeded in marking a strong presence in the CRM market.

What is Salesmate CRM?

Salesmate CRM is a one-stop solution for organizations that are looking for advanced sales CRM. It is smartly designed to address modern business sales challenges. Salesmate CRM assists sales teams in converting prospects into paying customers. Its wide array of features helps in staying organized, saving time and improving efficiency making it an ideal CRM software for small businesses.

What’s best in Salesmate CRM?

Salesmate is a CRM that is tailored to small businesses needs. So, it is cost effective and has all the features a small business requires for gaining control over all aspects of sales.

Here are some of the top features to look in this intuitive CRM:

1.      Sales Automation

Due to a busy schedule, many tasks are competing for your attention. With Salesmate’s sales automation feature, all those tasks can be handled efficiently. This high-end sales CRM allows you to automate a few of the daily sales activities that are time-consuming yet essential.

All you need to do is, define rules as per your specific needs and the actions will be triggered automatically when the set criteria are met. So, most of the repetitive daily tasks like sending emails, assigning deals, and following up with clients can be put on autopilot through the sales automation feature in Salesmate. You can quickly eliminate the extra work and focus on selling for improving your conversion rate.

2.      Pipeline Management

Staying abreast with what’s happening in the sales pipeline can help in taking real-time action. Salesmate CRM provides a birds-eye view of the sales pipeline and helps in keeping it organized for closing more deals faster. All the information related to each deal is systematically streamlined in one place.

With the pipeline view, it becomes easy to track the status of the deals and focus on the right opportunities at the right time. You can quickly find out if the sales pipeline has enough deals and which amongst them are about to close. Easily spot stalled deals and unclog your pipeline for increasing the sales velocity.

3.      Email Tracking

Spending time on drafting and sending emails is pointless if the prospects aren’t responding. With Salesmate CRM’s email tracking feature, you can know what happens to your email after you hit send. It gives you valuable metrics (like click and open rates) to tweak your emails for increasing your response rate.

Salesmate CRM even allows you to create and store emails templates for different sales scenarios. So that you don’t have to draft the same emails repeatedly. You can even track these emails to see which subject lines are getting the highest open rates and which call to actions are getting the most clicks. Based on the insights you can optimize your email templates for improving your engagement.

4.      Sales Reports

For walking on the profitable path, it is necessary to know what’s hampering the growth and what’s contributing to the success. Through Salesmate’s advanced reporting you can gain access to insightful information that can be the base of important decisions. You can identify loopholes, explore opportunities and fill the gaps in your business.

Salesmate CRM allows you to create customized reports for monitoring sales progress, forecasting revenue, analyzing performance and tracking the effectiveness of your outbound activities. The informative data collected through reports aids in overcoming the barriers and developing the best course of action for boosting overall sales results.

5.      Product and service management

Remembering all the essential details about a product related to a specific deal can get cumbersome, especially when you have multiple products. Salesmate CRM allows you to bring all your products information on a unified dashboard and manage it from one place.

You can add everything you sell to the deals and keep a track on it. Salesmate CRM allows you to create description, attach images, add variants and set prices for each product. You can change the deal currency as per your preference and calculate the best discount prices for making more profits. Salesmate CRM also gives the flexibility to add tags for sorting and finding anything you need quickly.

6.      Shared Team Inbox

Prospects and clients start searching for an alternative solution when they feel ignored. Most of the queries go unanswered that creates a negative impression on the buyers. With Salesmate’s shared team inbox this can be avoided. It provides a shared email environment for sales and support teams to collaborate and offer better assistance to the clients.

Shared team inbox keeps everyone on the same page. The entire team can gain visibility of the communication history, unresolved queries, and missed messages. It’s easy to identify which email conversations are open, closed or unanswered. Teammates can be involved in the crucial conversation for quicker resolutions of the customer issues.

Salesmate CRM’s USP

Here are the strengths that distinguish Salesmate CRM from other CRM software.

1.      Ease of use

It is easy to implement and getting started with Salesmate CRM. You don’t need to spend an hour learning the software. Salesmate CRM has an intuitive interface and self-explanatory dashboard that helps you stay productive while using the system.

2.      Customization

The best thing about Salesmate CRM is that you can use it the way you want it as this solution is fully customizable. This versatile solution allows you to customize different modules. You can modify the pipeline stages and create up to 200 custom fields.

3.      Deployment and access

You don’t need to work within limitations. Being a cloud-based solution, Salesmate can be used from various devices, giving you the flexibility to function from anywhere. It supports multiple operating systems like iOS, Android and Windows.

4.      Excellent support

Salesmate CRM is a customer-oriented solution. The support team is always available to help you to get the best out of the software. Salesmate CRM offers support through live chat, video tutorials, email, and knowledge base.

5.      Built-in virtual phone system

With Salesmate CRM, you can make and receive calls directly from the CRM software. You don’t need to invest in a separate virtual phone system. You can get numbers of 80+ counties and target local customers from any specific country.

6.      Integration

Salesmate CRM works well with different apps. You can integrate it with all the famous third-party apps like MailChimp, Slack, Livestorm, GoogleDrive, Webmerge, WordPress, Woodpecker, Harvest, Formstack, Microsoft Calendar, Zapier and many more.

7.      Mobility

Salesmate CRM’s mobile app supports on the go sales environment. You can work remotely and increase your productivity level. It offers all the information you need to connect with your prospects at your fingertips to establish and maintain healthy relationships.


Salesmate has two simple plans- Starter and Growth plan


Features Starter $12 Growth $24
Deal Management Yes Yes
Contact Management Yes Yes
Activity Tracking Yes Yes
Company Management Yes Yes
Product and Service Management No Yes
Sales Pipeline Management Yes Yes
Sales Automation Yes (10 workflows) Yes (25 workflows)
Email Tracking Yes Yes
Goal Tracking No Yes
Sales Reports Yes Yes
Team Inbox No Yes
Built-In Calling Yes Yes
Text Messaging Yes Yes
Integration Yes Yes

Final words

Salesmate is a CRM that you can trust for growing your business. Due to its ease-of-use and impeccable features, sales teams prefer to use it for managing their sales efficiently. Even top reviewing sites have awarded Salesmate for its simplicity and value it provides. Salesmate CRM was awarded the Great User Experience and Rising Star of 2018 award by Compare Camp. Capterra awarded Salesmate CRM with 2018 Best Value for Money and Best Ease of Use. Even Finances Online honored Salesmate CRM with Rising Star 2019 and Premium Usability awards.