Salesmate

AI-Powered CRM to Boost Sales, Automate Marketing, and Support Customers

Free Trial

Description

Salesmate offers an integrated AI-powered CRM platform tailored for sales, marketing, and support teams. It helps businesses manage contacts and deals effectively through visual pipelines, automate repetitive tasks in sales and marketing workflows using Smart Flows, and engage customers across multiple channels. The system includes features like email synchronization with tracking, meeting scheduling, and robust reporting dashboards to provide insights for better decision-making.

The platform incorporates Sandy AI, an AI co-pilot designed to assist users within the CRM environment (available on Pro plan and above). Salesmate supports team collaboration with features such as team inboxes and provides tools for managing quotes, products, and customer tickets. It aims to streamline operations and foster growth by aligning different customer-facing departments within a single system, suitable for various industries and business sizes from startups to enterprises.

Key Features

AI Co-Pilot (Sandy AI): Assists users with tasks within the CRM (available on Pro plan and above).
Sales & Marketing Automation (Smart Flows): Automate workflows for sales processes and customer journeys.
Deal Pipeline Management: Visualize and manage sales opportunities through stages.
Integrated Communication: Built-in calling, texting, email sync, tracking, and meeting scheduler.
Unified Customer View: Manage contacts, companies, activities, and interactions in one place.
Team Collaboration: Includes features like Team Inbox and Team Management.
Reporting & Analytics: Standard and custom dashboards with goal tracking.
Ticketing System: Manage customer support requests.
Integrations: Connects with Gsuite, Office 365, Zapier, and more.

Use Cases

Managing sales pipelines for inbound and outbound sales.
Automating marketing campaigns and customer journeys.
Providing integrated customer support via ticketing and team inbox.
Centralizing contact and activity management.
Streamlining remote sales team operations.
Implementing account-based sales strategies.
Generating sales reports and tracking goals.

Frequently Asked Questions

How does the 15-day free trial work?

You create a Salesmate account, add users, and get unlimited access to all features for 15 days. After the trial, you can choose a monthly or annual plan.

Can I test with my teammates during the trial?

Yes, you can invite teammates to join your Salesmate trial account by clicking 'invite teammates' during the getting started steps.

What if we need more than 15 days to evaluate Salesmate?

If you need more time after the trial ends, contact Salesmate, and they may extend your trial period.

Do you offer refunds?

No, Salesmate states that all fees (subscriptions, credits, etc.) are non-refundable. There are no refunds or credits for partial use or deactivated accounts during a payment interval.

What type of payment methods do you accept?

Salesmate accepts Visa, MasterCard, Discover, and American Express. For annual payments, invoices and POs can be issued. Bank transfers are accepted for annual subscriptions over $500, with the purchaser bearing transaction fees.