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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.
Tickets & 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
Design personalized customer journeys for your marketing and sales needs.
Smart Flows (Beta)
Streamline your operations, reduce manual tasks, and boost productivity with Smart Flows
Workflow Management
Eliminate manual tasks and focus on closing more deals by using workflow automation from Salesmate.
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
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.
Lists
Grouping contacts into lists help you to find them or run automated campaigns quickly.
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