About Salesmate
Overview
Salesmate is an AI-powered customer platform that unifies CRM, marketing automation, customer support, communication, and workflow automation on a single system. It goes beyond traditional CRM by bringing customer data, conversations, marketing, support, automation, and Skara AI agents together, giving teams a shared view of every customer. With one connected platform, teams collaborate consistently, respond faster, and turn each interaction into growth.
Trusted by more than 8,500 businesses globally, Salesmate helps scaling teams keep pipeline, relationships, and follow-up aligned so handoffs stay consistent and opportunities move forward with less friction. The platform launched in 2016 when three founders — Jayesh, Samir, and Dipesh — set out to build a CRM that combined a full feature set with refreshing simplicity. It has since grown to include built-in calling and texting, ticketing, marketing automation, smart flows, quote management, and AI capabilities.
Key Benefits
- Unified customer data: manage contacts, companies, deals, pipelines, activities, and conversations in one CRM.
- Connected marketing automation: capture leads, segment audiences, and run nurture journeys on the same data your teams rely on.
- Full-context support: resolve issues faster with ticket management, SLAs, and visibility into the broader relationship.
- Built-in AI: summarize conversations, compose emails, and automate repetitive work with Sandy AI and Skara agents.
- 700+ integrations: connect Google, Microsoft, Slack, and hundreds of other apps at no extra cost.
- Enterprise-grade security and compliance with industry-leading data protection.
How It Works
Teams get started in minutes and customize workflows, automation, and processes to match their business needs. They keep pipeline, relationships, and follow-up aligned in the CRM, run nurture and support journeys through smart flows, and let AI agents handle repetitive work using real customer context. Because everything runs inside one platform, teams see the same customer data across sales, marketing, and support.
Use Cases
- Sales teams keep pipeline, relationships, and follow-up aligned in one shared CRM.
- Marketing teams turn engagement into pipeline with segmentation, lead scoring, and automated nurture campaigns.
- Support teams deliver faster resolutions with ticket management, knowledge, and full customer context.
- Mid-market and enterprise businesses unify customer operations across sales, marketing, and support.
- Managers track goals, pipeline, and performance with custom dashboards and reports.
Why Choose This Product
Salesmate puts AI to work inside the platform using real customer context, which makes it more actionable and reliable than disconnected tools. A 15-day free trial with no credit card required makes adoption low-risk, and award-winning support is available through live chat, email, phone, and one-on-one video.
Salesmate Pros & Cons
- 15-day free trial with no credit card required
- Integrates with 700+ apps including Google, Microsoft, and Slack
- Built-in calling, texting, power dialer, and voicemail
- AI agents (Sandy AI, Skara) built into the platform
- Trusted by 8,500+ businesses with a 4.8 average rating
- All fees are non-refundable, including prepaid subscriptions
- Calling and SMS numbers cost extra, starting at $1.1 per month
- Smart flow execution capped by monthly credits per user
Key Features
Deal Pipeline
Manage contacts, companies, deals, pipelines, activities, and conversations in one shared CRM.
Smart Flows
Automate end-to-end sales and marketing playbooks with credit-based smart flow automation.
Marketing Automation
Capture leads, segment audiences, and run nurture campaigns on shared customer data.
Support Tickets
Manage tickets and SLAs with knowledge management and full customer context.
AI Agents
Deploy Skara AI agents and the Sandy AI co-pilot to summarize conversations, compose emails, and automate work.
Built-in Calling
Make and receive calls with power dialer, voicemail drop, and call transcription in one platform.
Dashboards & Reports
Track goals, pipeline, and performance with custom dashboards and reports.
Mobile Apps
Access the CRM on iPhone, iPad, and Android devices.
700+ Integrations
Connect Google, Microsoft, Slack, and hundreds of other apps.
Salesmate Pricing
View full pricing →- Contact and company management
- Activity and task management with calendar sync
- Deal pipeline management
- Email templates and tracking with meeting scheduler
- Web forms, custom fields, and standard reports
- Sales and marketing automation with 5K credits per user per month
- Everything in Basic, plus sequences and quote management
- Ticket management and team inbox
- Team management and custom dashboards with goals
- Field-based permissions and formula fields
- SSO and Sandy AI
- Sales and marketing automation with 10K credits per user per month
- Everything in Pro, plus deal credit split
- Custom modules and duplicate management rules
- Surveys and service level agreements
- Power dialer and voicemail drop
- Calculated fields and advanced goal management
- Sales and marketing automation with 15K credits per user per month
- Everything in Business, plus audit logs
- Dedicated account manager and onboarding consultation
- IP restriction and dedicated IP
- Quarterly business review and 24x7 support
| Feature | Basic $23/mo | Pro $39/mo | Business $63/mo | Enterprise Custom |
|---|---|---|---|---|
| Contact and company management | ||||
| Activity and task management with calendar sync | ||||
| Deal pipeline management | ||||
| Email templates and tracking with meeting scheduler | ||||
| Web forms, custom fields, and standard reports | ||||
| Sales and marketing automation with 5K credits per user per month | ||||
| Everything in Basic, plus sequences and quote management | ||||
| Ticket management and team inbox | ||||
| Team management and custom dashboards with goals | ||||
| Field-based permissions and formula fields | ||||
| SSO and Sandy AI | ||||
| Sales and marketing automation with 10K credits per user per month | ||||
| Everything in Pro, plus deal credit split | ||||
| Custom modules and duplicate management rules | ||||
| Surveys and service level agreements | ||||
| Power dialer and voicemail drop | ||||
| Calculated fields and advanced goal management | ||||
| Sales and marketing automation with 15K credits per user per month | ||||
| Everything in Business, plus audit logs | ||||
| Dedicated account manager and onboarding consultation | ||||
| IP restriction and dedicated IP | ||||
| Quarterly business review and 24x7 support |
Estimate based on listed per-seat pricing. Volume discounts and add-ons may apply.
Pricing extracted from the product website and may change. Check the source for current details.
Frequently asked questions about Salesmate
How does the 15-day free trial work?
You create a Salesmate account and add as many users as you like. You get unlimited access to all Salesmate features, and after 15 days you can pick a monthly or annual billing plan.
Can I test with my teammates during the trial?
Yes. You can invite your teammates to join your Salesmate trial account, which is the best way to make the most of the trial. Just click invite teammates in the getting started steps.
What if we need more than 15 days to evaluate Salesmate?
If you have not purchased before the trial ends and need more time to complete your evaluation, you can contact Salesmate and they will be happy to extend your trial.
How does the built-in phone and SMS pricing work?
You make and receive calls and texts by purchasing local and toll-free numbers starting at $1.1 per month. Once calling is enabled, you can top up your credits, and rates are listed on the calling and SMS rate pages.
Do you offer refunds?
Fees are charged in advance on monthly or annual intervals and are non-refundable, including user subscriptions and voice credits. If a client upgrades to a more expensive plan, the unused portion of prepaid fees is applied to the new plan.
What payment methods do you accept?
Salesmate accepts Visa, MasterCard, Discover, and American Express. For annual payments it can issue invoices and accept purchase orders, and bank transfers are accepted for annual payments.