Salesmate

Hello, what can we do for you?

Search our help center quick answers

Search

Categories

Salesmate 3.0 Video Series A quick video series to help you understand and use the new features more better
Salesmate 2.0 Videos Explainer videos that help you use Salesmate features better.
Getting Started Basic understanding of Salesmate CRM operations and frequently asked Questions
Setup Customize your Salesmate, Modify Organization details, Manage Users, and much more.
CONTACTS AND COMPANIES Stay conversant with every detail of your contacts to interact with your prospects at any time from any point.
Duplicate Management Duplicate management allows you to maintain clean, accurate CRM data
Emails Get a good understanding of how email works in Salesmate and dive deep into email engagement.
Activities Arrange and track your daily activities
Deals and Products Get precise, real-time visibility of your sales cycle with the deal management tool
Meeting Scheduler Meeting scheduling made effortless.
Email Campaign Manage, Create & Send Campaigns
Web Forms Capture website visitors and their information directly in Salesmate
Built-in Calling and Text Hassle-free calling and texting right inside CRM
Unified Inbox Handle all your chat Conversations in one single place
Chats Start chatting with your visitors and customers to close sales and support requests faster.
Snippet Management Streamline communication by creating and using predefined blocks of text
Custom Module Create Custom modules designed to meet specific business requirements.
Quote Management Outline the key business needs for incorporating document template creation functionality within Salesmate.
Ticket Management & SLA's Learn how to track the progress of issues, or requests while working in a collaborative environment.
Sequences Achieve deeper engagement with your contacts using a series of touchpoints.
Automation Journeys 🚨 Important Update: Automation Journey Sunset The Automation Journey feature will be sunset on September 1st, 2025. ...
Smart Flows Streamline your operations, reduce manual tasks, and boost productivity with Smart Flows
Workflow Management 🚨 Important Update: Workflow Management Sunset The Workflow Management feature will be sunset on September 1st, 2025....
Chat Journeys Increase interaction with your website visitors by sending them Chat Journeys.
Reports and Dashboards Understand your team’s activities and optimize their efforts for winning more deals.
Goal Management Track and manage objectives related to sales, marketing, customer service, and other business areas
Sandy AI Co-Pilot Meet Sandy AI. The first co-pilot for sales reps
Call Transcription Convert spoken conversations into text, making calls easy to review, search, and share.
Social Media Ads Automatically bring in the leads from your Social Media Ads
Document Management System Learn more about features that power you to share documents with your contacts and track their analytics.