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Salesmate | CRM Built for Sales, Marketing and Support
$29/month per user
Always-on CRM automatically scores and nurtures leads, drafts emails, routes tickets, schedules meetings, transcribes calls & suggests next steps
CRM
Product Category
CRM
Product Subcategory
AI Functions
AI Employee that drafts emails, summarizes conversations, and suggests next actions inside the CRM
Smart Flows for code free automation across sales, marketing, and support, including AI powered enrichment and workflow steps
AI powered calling with call transcription and AI summaries logged to the contact timeline
Behavior based campaigns with real time analytics and dynamic segmentation
Product Core Functions
Salesmate unifies CRM, engagement, and automation so small teams can work one queue and one record instead of juggling tools. Pipelines track deals with custom stages, activities, and reminders. Sequences deliver scheduled email, call, and text steps that stop on reply. Automation Journeys and Smart Flows handle triggers, conditions, and actions across the customer lifecycle so follow-ups, assignments, and data updates happen on time without manual effort.
Communication is native. Teams can place and receive calls from the browser, auto log outcomes, record, and drop voicemail, then review transcripts and AI summaries alongside emails, texts, and chat. Live chat and chatbots capture website visitors, qualify them with proactive prompts, and route conversations to a shared inbox where sales and support collaborate.
Quoting and product tools help reps send professional quotes and track product level reporting. Reporting and dashboards surface pipeline health, activity mix, and conversation performance. An integrations gallery and support for third party phone and SMS providers extend the stack to calendars, accounting, ecommerce, and marketing tools. The result is a CRM that closes the loop between outreach, conversations, and pipeline so reps spend more time selling and less time stitching systems together.
Key Features
Visual pipelines, activities, and task queue
Sequences for multi step email, call, and text outreach
Automation Journeys and Smart Flows for lifecycle automation
Built-in calling with power dialer, voicemail drop, recording, and call logging
Call transcription and AI summaries attached to records
Live chat, chatbots, and shared inbox for conversations
Quote management and product catalog reporting
Integrations for calendars, ecommerce, accounting, forms, and automation platforms
Ease Of Use
Setup — Easy for owner or ops: Connect email and calling, import contacts, choose a starter pipeline, add chat to your site. You can be live the same day.
Daily use — Easy for reps and managers: Work one inbox and pipeline, run sequences, place calls from the browser, approve quotes, review AI summaries, and move deals forward in one place.
Collaboration — Easy to moderate for sales, support, and marketing: Role based invites, shared inbox, comments, and automations support clean handoffs from website chat to deal to ticket without switching tools.
Integrations — Moderate for an operator: Calendars, email, and calling connect quickly. Ecommerce, accounting, and SMS providers need mapping and a quick test. A couple of hours and you are operational.
Admin — Light to moderate for an owner or advisor: Maintain numbers and messaging policies, review automation rules, update sequences and chat prompts, and monitor user access. Ongoing upkeep stays light once flows are set.
Use Cases
SMB sales teams that rely on phone, text, and email in the same motion
Agencies and service firms that need website chat to feed pipeline and follow-ups
Ecommerce or marketplace sellers who want chat capture and CRM outreach in one place
Founders and sales managers who want automation to handle reminders and routing
RevOps leaders consolidating calling, texting, sequences, and CRM into a single hub