Salesmate features: tier-by-tier list (2026)
Sales CRM with built-in calling and texting via credit purchases. All fees are non-refundable, including unused voice credits.
Core capabilities (74)
Contact management
Effectively manage your contacts and relationships with a 360° contact management feature from Salesmate CRM.
Source · core
Sales pipeline
Quickly view, organize, prioritize and follow-up using simplified pipeline view of your complex sales process to close more deals.
Source · core
Smart queue
Choose a bunch of activities you want to perform in a day and create an automated Smart queue.
Source · core
Sequences
Create a solid mix of emails, texts, and activities to take regular follow ups of your prospects and drastically close more deals, all working on autopilot.
Source · core
Customizations
One size doesn’t fit all. Salesmate provides plenty of customizations to tailored fit your company’s style, and push selling to next level with your teammates.
Source · core
Web forms
Create visually appealing and customizable web forms in minutes. Collect leads and get access to all the information within your CRM so you can focus on closing more deals.
Source · core
Meeting scheduler
Now, no more exchanging emails for booking meetings. Salesmate’s meeting scheduler is here to simplify your work and allows you to book meetings without any hassle!
Source · core
Marketing automation
Create and execute targeted marketing campaigns with Salesmate’s marketing automation feature. Automate every touchpoint of your customer journey and nurture them with timely follow-ups.
Source · core automation
Sales automation
Stay connected with your lead at every step of your sales process. Accelerate your sales process and automatically assign deals and tasks among your sales team.
Source · core automation
Import contacts from Google, Mobile, CSV/Excel files or
Import contacts from Google, Mobile, CSV/Excel files or capture them using our form integrations with all required fields for your business.
Source · core integrations
Intuitively filter your contacts on host of criteria
Intuitively filter your contacts on host of criteria and save the filters smart views (segments).
Source · core
Auto-assign contacts/leads to your sales reps using sales
Auto-assign contacts/leads to your sales reps using sales workflows . Not only that you can automate the busywork of sending emails
Source · core automation
Use powerful bulk actions to update, delete, merge
Use powerful bulk actions to update, delete, merge, and manage your contacts. Send bulk emails, assign owners, and export.
Source · core
Filter and sort required deals, drag drop them
Filter and sort required deals, drag drop them from one stage to another or quickly plan next actions from board view itself.
Source · core
Automate creation of follow-up tasks, calls or demos
Automate creation of follow-up tasks, calls or demos when a deal reaches to the particular stage or set auto reminders for deals.
Source · core
Every part of your communication is like notes
Every part of your communication is like notes, emails, planned and completed activities is present on your deal timeline.
Source · core
Get notified real time whenever someone opens or
Get notified real time whenever someone opens or click an email, so you plan next course of action and improve engagement.
Source · core
Spend less time in rewriting same emails
Spend less time in rewriting same emails. Use mail merge tags to personalize your email templates
Source · core
Optimize your conversion rate by measuring open and
Optimize your conversion rate by measuring open and click tracking of email templates, and always send email which works best for you.
Source · core
Send personalized bulk emails to your customers and
Send personalized bulk emails to your customers and prospects with a single click and make mundane follow-up activities to fun one.
Source · core
Get your emails auto linked with concerned deals
Get your emails auto linked with concerned deals, or manually attach with existing deals or create the new one.
Source · core
Quickly set up shared team inbox using Gmail
Quickly set up shared team inbox using Gmail, Microsoft 365 or any other webmail service.
Source · core
Bunch up your favorite activities for the day
Bunch up your favorite activities for the day and run them one by one using Smart queue.
Source · core
Control every aspect of the automated queue while
Control every aspect of the automated queue while using automation. You can pause & resume the queue, skip & reschedule activities, and manually complete every activity.
Source · core automation
Smart queue can be used as a power
Smart queue can be used as a power dialer to call a list of prospects one after another in a row.
Source · core
A series of carefully crafted emails, sent within
A series of carefully crafted emails, sent within the right intervals, can help you gain more attention from your prospects, and eventually contribute to your sales.
Source · core
Now reach to the pockets of your prospects
Now reach to the pockets of your prospects with automated text sequences. Text can be a great addition to your outreach channels and very useful to deliver short information.
Source · core
Activities are a huge part of the follow
Activities are a huge part of the follow up process and Salesmate won’t let you miss that.
Source · core
We designed sequences to make your process limitless
We designed sequences to make your process limitless, so you can create a good mix of emails, texts, and activities as a part of your sequence.
Source · core
You can build multiple sales and business pipelines
You can build multiple sales and business pipelines with different stages for each, to support your different teams or products.
Source · core
Feel free to capture and arrange the different
Feel free to capture and arrange the different type of data for your contacts, companies and deals, so that you can drive better results by analyzing.
Source · core
Keep full control over your business's data by
Keep full control over your business's data by creating and assigning roles to your users, to make sure that only required records.
Source · core
Access data which matters to you in the required format
Access data which matters to you in the required format. Use filters to create segments, reports and widgets which you want to access.
Source · core
Don’t worry if your team is distributed in
Don’t worry if your team is distributed in multiple time zones or have clients from different countries.
Source · core
No need to juggle between your CRM and Mail app
No need to juggle between your CRM and Mail app. Directly manage all your email conversations from Salesmate with 2-way email sync.
Source · core
Use email templates to eliminate the time required
Use email templates to eliminate the time required for rewriting long repeated emails from mobile, just select them and send them.
Source · core
Salesmate offers lots of predefined notifications and their
Salesmate offers lots of predefined notifications and their channels. Enable most import notifications messages for you.
Source · core
Salesmate will auto log inbound and outbound calls
Salesmate will auto log inbound and outbound calls . So you don’t miss any information.
Source · core
With a call start, you get full information
With a call start, you get full information about the contact, past conversions and related deals on the screen, no need to search anything manually.
Source · core
While on call, you may record phone calls
While on call, you may record phone calls and save them, for future usage and maintaining complete conversion history.
Source · core
Measure how many calls are made and received
Measure how many calls are made and received by your teammates and their outcome.
Source · core
Automate your calls using a power dialer so
Automate your calls using a power dialer so you can focus more on selling. Set up wait time in between calls and drop pre-recorded voicemails so you don’t miss out on any prospect.
Source · core
Improve your reach by getting the virtual phone
Improve your reach by getting the virtual phone number of 80+ countries. Appear local, build credibility and perform better.
Source · core
Salesmate comes with a predefined set of common
Salesmate comes with a predefined set of common activity types, but as every business is unique.
Source · core
Get notified whenever an activity is assigned to
Get notified whenever an activity is assigned to you, any notes is posted inside or it is due.
Source · core
Salesmate CRM lets you tailor product information to
Salesmate CRM lets you tailor product information to suit your needs. Add and customize product descriptions, tags, SKU codes, variations, and pricing seamlessly using the product management features.
Source · core
Effortlessly add single or multiple products to your
Effortlessly add single or multiple products to your deals within Salesmate CRM.
Source · core
Add value to your prospects' purchases by offering
Add value to your prospects' purchases by offering better discounts and closing deals faster.
Source · core
Effortlessly add, manage, and sell your products using
Effortlessly add, manage, and sell your products using Salesmate CRM’s product management features.
Source · core
Create and customize form fields according to your needs
Create and customize form fields according to your needs. Add or modify text fields, checkboxes, and tags to collect the necessary information.
Source · core
Engage your leads with targeted emails by using
Engage your leads with targeted emails by using tags in web forms. Create lead segments by assigning tags based on their preferences, and tailor your outreach accordingly.
Source · core
Qualify your leads and create detailed profiles right
Qualify your leads and create detailed profiles right in your CRM to engage more effectively and boost conversion rates.
Source · core
Create a chat widget that aligns with your brand’s identity
Create a chat widget that aligns with your brand’s identity. Customize the colors and add a welcome message to start conversations seamlessly.
Source · core
Ensure every lead receives the attention it deserves
Ensure every lead receives the attention it deserves by assigning it to the right team member.
Source · core
Segment your users by assigning tags and perform
Segment your users by assigning tags and perform targeted outreach to boost your response rate and engagement.
Source · core
Work as per your availability; sync your calendar
Work as per your availability; sync your calendar with Google or Microsoft 365 and keep your clients up-to-date with your available time slots.
Source · core
Whether it’s a one-to-one meeting or a group
Whether it’s a one-to-one meeting or a group meeting, you can book time slots using Salesmate’s meeting scheduler.
Source · core
Segment your website users based on their actions
Segment your website users based on their actions on your website and execute personalized email campaigns.
Source · core
Identify the pain points of your targeted accounts
Identify the pain points of your targeted accounts and execute your personalized marketing campaigns with marketing automation.
Source · core automation
With Salesmate’s auto profile enrichment, you don’t have
With Salesmate’s auto profile enrichment, you don’t have to manually create contact profiles.
Source · core
Create an automated onboarding process for your customers
Create an automated onboarding process for your customers. Once they sign up, send a series of onboarding emails containing company resources and information to help them get acquainted.
Source · core
Update records, auto-assign and rotate deals, notify team
Update records, auto-assign and rotate deals, notify team members and send emails to your customers by automating your sales workflows.
Source · core automation
Run workflows by creating custom fields and send
Run workflows by creating custom fields and send greeting emails on your customer’s birthday or anniversary to nurture relationships.
Source · core automation
Create custom products
Add every piece of information regarding your products inside Salesmate CRM product management, as it allows you to add and customize all the information about your products with details, tags, SKU codes, price, variants, and more.
Source · core
Top rated across all platforms
Trusted by users across every major review site like G2, Capterra, and GetApp. Consistently rated for reliability, experience, and results. 4.6 4.7 9.8 Try it yourself DEAL CLOSURE
Source · core
Adjust pricing to close more deals
With the discount feature, you can close more deals faster by offering discounts and other value-added services to your customers. You can also add a product with different price tags and variants with multiple currency options.
Source · core
Everything in Business, plus…
Audit logs Dedicated onboarding consultation Custom validation rules Dedicated account manager IP restriction Quarterly business review Dedicated IP (1 dedicated IP included in the plan) 24 X 7 support Note: The enterprise onboarding packages start from $1999
Source · core audit log
Calling and texting
Use Salesmate’s built-in calling and texting features to stay connected effortlessly.
Source · core
Dedicated IP address
Ensure secure and reliable email marketing with a Dedicated IP address exclusively assigned to your business. Protect your sender reputation and maintain consistent deliverability for high-volume email campaigns.
Source · core
Try Salesmate free for 15 days
Take a 15-day FREE trial and explore how Salesmate can truly change the way your sales team connects with prospects.
Source · core
Can I test with my teammates during the trial
You can invite your teammates to join your Salesmate trial account. In fact, this is the best way to make the most out of your trial.
Source · core
Do you offer refunds
The applicable Fee is charged in advance on monthly or annual payment intervals.
Source · core
What type of payment methods do you accept
We accept Visa, MasterCard, Discover, and American Express. For annual payments, we can issue invoices and accept POs. A credit card is our preferred mode of payment. We also accept bank transfers only for annual subscriptions exceeding USD 500.
Source · core
If you haven’t purchased Salesmate before the trial
If you haven’t purchased Salesmate before the trial ends, and you need a little more time to complete your evaluation, just let us know.
Source · core
AI features (3)
Quickly post notes or change stage/status of the
Quickly post notes or change stage/status of the deal after demo or call, so your teammates are aware of progress and can predict sales forecast.
Source · ai
AI agent credits
Salesmate’s AI Agent runs on a simple credit-based system - giving you clear visibility into usage and predictable costs. Certain actions performed by your agents will consume credits.
Source · ai
Find a perfect plan to boost sales, automate
Find a perfect plan to boost sales, automate marketing, and support your customers with the AI-powered CRM
Source · ai
Integrations (6)
Messenger
Salesmate’s messenger enables you to connect with your customers in real time. Use the messenger to connect faster, engage better, increase your brand presence, and solve customer queries instantly.
Source · integrations
Connect with your contacts/prospects with just one click
Connect with your contacts/prospects with just one click using voice over IP. Initiate and receive more calls with Salesmate.
Source · integrations
Set up your live chat agents' availability times
Set up your live chat agents' availability times so customers know the best moments to connect with your team.
Source · integrations
You can either share your calendar link with
You can either share your calendar link with your prospects via email or simply embed it on your website.
Source · integrations
Seamlessly integrate your apps
Gsuite Dialpad Bigcommerce Microsoft Office 365 Square space Xero Quickbooks online Wordpress Zapier Explore all integration
Source · integrations
Included with every plan
iPhone, iPad, and Android mobile apps 24 X 5 live chat and email support Chrome Plugin Access to publicly available RESTful APIs Support docs, training videos and community access
Source · integrations
Automation and workflows (8)
Mobile CRM
Supercharge your productivity while you are working on-the-go with Salesmate’s IOS / Android mobile apps. Get 360° view, manage deals or schedule and perform activities.
Source · automation
Plan for upcoming single or recurring events, send
Plan for upcoming single or recurring events, send emails, log calls or post- sales notes directly from your contact and company views.
Source · automation
Following up clients or prospects from different time
Following up clients or prospects from different time zone becomes very easy with Salesmate’s schedule functionality.
Source · automation
Enjoy call tracking facility by initiating calls from
Enjoy call tracking facility by initiating calls from Salesmate. Log conversations, link deals, post call notes and schedule next course of activities.
Source · automation
Maintain the relationship with your prospects and clients
Maintain the relationship with your prospects and clients with bulk texting, personalized messages or schedule your messages to suit the time zone of your prospects and customers.
Source · automation
Schedule meeting based on your team’s availability so
Schedule meeting based on your team’s availability so everyone’s on the same page.
Source · automation
Achieve more with these powerful add-ons
Boost sales and streamline your workflow with tools and features designed to do more.
Source · automation
Extra smart flow credits
Need more smart flow execution credits? With extra smart flow credits, scale your workflow automations and automate your end-to-end sales and marketing playbooks.
Source · automation
Collaboration (3)
Create and share activities with your teammates, so
Create and share activities with your teammates, so everyone is aware of the progress and can collaborate to finish them together.
Source · collab
Capture leads by embedding the web form on
Capture leads by embedding the web form on your website, or share the form link in your emails and on social media to reach a wider audience.
Source · collab
Reduce response times and engage with your customers
Reduce response times and engage with your customers in real-time to solve their queries instantly using live messenger.
Source · collab real-time
Reporting and analytics (18)
Smart emails
Know what happens to your emails once you hit send. Build email templates and measure their performance to get actionable insights to optimize your sales process.
Source · reporting
Built-in phone
Avoid time wasted in manually dialing numbers and making any mistakes. Just call to people with a single click, take notes during the call and log them to drive better insights about your sales process.
Source · reporting
Activity management
Always keep track of what is happening and what needs to be done to drive more sales and increase team collaboration.
Source · reporting
Product management
Businesses dealing with multiple products and services can easily create, add, manage the list of the products and associate the same to deals. Keep a track of everything you sell.
Source · reporting
Get clear visualization of your deals spread across
Get clear visualization of your deals spread across different stages of the sales pipeline with clear indications where you need.
Source · reporting
Get insights around the overall health of your
Get insights around the overall health of your sales pipeline based on each deal’s current stage and plan.
Source · reporting
Custom activity types help you to track the
Custom activity types help you to track the required type of communication for closing a deal and enables.
Source · reporting
You get lots of different insights like activities
You get lots of different insights like activities over time, activities by user and type of activities done by teammates to measure performance.
Source · reporting
Find out which strategy is performing better by
Find out which strategy is performing better by A/B testing your campaigns. Automatically split your email lists and send different variations and track its performance to optimize your campaign.
Source · reporting
Stay updated on your prospect’s moves by keeping
Stay updated on your prospect’s moves by keeping a track on email open and reply rate.
Source · reporting
Keep track of everything that you sell inside Salesmate
With Salesmate CRM, you can track all the information related to your products and inventory from a single place. The product module by Salesmate allows you to manage your products, see which products are performing best.
Source · reporting
Associate one or multiple products with a deal
Associate multiple products with a single deal to get a 360-degree view of the products. Keep track of everything related to each deal, such as open activity, notes, history of completed tasks, etc.
Source · reporting
Track reports on your products
Increase your selling opportunities by keeping track of everything you sell with CRM product management. Find out which products have a higher demand among the customers or the ones that are hard to sell.
Source · reporting
CRM with product management software can help you
CRM with product management software can help you keep track of your products, deals, and more.
Source · reporting
You can create a consolidated list of all
You can create a consolidated list of all the products that you sell, associate products with deals, and track them.
Source · reporting
Take informed decisions based on insightful reports to
Take informed decisions based on insightful reports to discover the trends among the customers.
Source · reporting
I have seen my productivity doubled
I have seen my productivity doubled! I can quickly see the stalled deals and take required actions instantly. It has really helped me close more deals.
Source · reporting
Best CRM for me out the 15 I’ve tested
Best CRM for me out the 15 I’ve tested. I have spent several days using Pipedrive, Salesforce, Zoho, Freshsales, Close, etc. and Salesmate is best out of all.
Source · reporting
Mobile (1)
All information about deals and required plan of
All information about deals and required plan of action to close them is available on Salesmate IOS/Android apps.
Source · mobile
See Salesmate pricing in detail
This page lists what Salesmate does. For per-seat math, tier comparison, and the full hidden-fee list, see the Salesmate pricing breakdown.
Closest alternatives
Other sales crm tools buyers shortlist when they evaluate Salesmate.
Sources
Features evolve. Confirm directly with the vendor before purchase decisions. This list was last refreshed on 2026-05-27.
Frequently asked questions
What features does Salesmate include?
This page tracks 113 verified Salesmate features across 7 categories, sourced from Salesmate's official site.
Which tier do I need for Salesmate?
Salesmate's feature availability varies by plan. Compare the public Salesmate tiers, calculator, and hidden fees on the Salesmate pricing page.
How does Salesmate compare on features to alternatives?
Buyers commonly compare Salesmate against Pipedrive, Freshsales, Zoho CRM. Each alternative's feature page is linked below where we cover it.