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Salesmate
Built-in Calling and Text
Built-in Calling and Text
Hassle-free calling and texting right inside CRM
Voice Overview
Introduction to Salesmate Calling
How do you enable the calling app?
How do you add / purchase phone numbers?
Calling - Basic Operations ( Make/ Receive Calls )
How do calls get logged?
Voicemail Drop
See all 10 articles
Setting up Salesmate Voice & Text
How do you assign phone numbers to the team?
How can I change my phone number settings?
Manage Number of Rings
How to make calls using your own number (Call Masking)?
How to transfer calls in Salesmate
How do you enable call recording?
See all 11 articles
Texts / SMS
Introduction to Salesmate Text Messaging
How do you enable Salesmate Text Messaging
Text Messaging Templates
Sending Text to a number
Receiving Text Messages
Text Conversation View
See all 9 articles
Calling Rates / Charges
How much does it cost to send a message with more than 160 characters?
SMS Rates
Built-in Calling Pricing Demystified
How do you purchase/recharge phone credits?
How do you check the cost of your phone calls?
Why Salesmate Doesn't Provide Unlimited Calling?
FAQs
Port an existing number
Why was my port request rejected?
Best practices - Calling from Salesmate CRM
Formatting International Phone Numbers
Click-to-Call: Make calls from Salesmate
Calling Limitations to China
See all 8 articles
Troubleshooting
Troubleshoot Calling
Network Speed Test
Basic network sanity
Twilio Network Test
IP’s and Port’s to be Whitelisted in case of Firewall restrictions
