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Salesmate
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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.
Activities
Arrange and track your daily activities
Deals and Products
Get precise, real-time visibility of your sales cycle with the deal management tool
Reports and Dashboards
Understand your team’s activities and optimize their efforts for winning more deals.
Workflow Management
Eliminate manual tasks and focus on closing more deals by using workflow automation from Salesmate.
Sequences
Achieve deeper engagement with your contacts using a series of touchpoints.
Emails
Get a good understanding of how email works in Salesmate and dive deep into email engagement.
Built-in Calling and Text
Hassle-free calling and texting right inside CRM
Web Forms
Capture website visitors and their information directly in Salesmate
Automation Journeys
Design personalized customer journeys for your marketing and sales needs.
Chats
Start chatting with your visitors and customers to close sales and support requests faster.
Chat Journeys
Increase interaction with your website visitors by sending them Chat Journeys.
Meeting Scheduler
Meeting scheduling made effortless.
Lists
Grouping contacts into lists help you to find them or run automated campaigns quickly.
Integrations
Integrations with your favorite third party apps
Mobile applications
Mobile Applications - iOS, Android, iPad
FAQs
Find an answer to the most common questions.
Pricing & Plans
What all you need to know for pricing, billing and subscription of Salesmate
Take a hand, lend a hand
Join our community to share your feature requests and ask expert users for advice or share your own.
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