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Salesmate

Vendor: Salesmate

Salesmate is an AI-powered CRM and customer platform for managing pipeline, conversations, automation, sales, marketing, and support work.

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email calling sms linkedin multichannel Small to medium-sized sales teams looking for an intuitive, multi-channel CRM with strong automation and pipeline tracking. #crm #sales #automation #pipeline-management #email-tracking

Overview

Salesmate is an AI-powered customer platform that brings CRM data, conversations, sales, marketing, support, automation, and AI agents into one system. It helps teams manage contacts and pipelines, capture leads, communicate across channels, automate follow-up work, and report on revenue activity.

Key Features

Contact and pipeline management

Manage contacts, companies, activities, tasks, deals, custom fields, and visual sales pipelines.

Email, calling, and messaging

Use two-way email sync, email templates and tracking, calling, texting, meeting scheduling, and conversation history.

Sales and marketing automation

Use Smart Flows, sequences, lead assignment, web forms, and automation credits to automate customer journeys.

Sales, marketing, and support tools

Bring sales pipelines, campaigns, ticket management, team inboxes, and support workflows into one platform.

Reporting and AI

Build dashboards and reports, set goals, and use Sandy AI or AI-agent capabilities according to plan.

Pros & Strengths

  • ✓
    Connected revenue workflows: Salesmate combines CRM, sales, marketing, support, automation, and AI capabilities.
  • ✓
    Communications built into CRM: Email sync, calling, texting, meeting scheduling, and conversation history connect activity to customer records.
  • ✓
    Tiered plans for growth: Basic, Pro, Business, and Enterprise plans scale from pipeline management to advanced controls and support.

Cons & Tradeoffs

  • ⚠
    Advanced controls require higher plans: Custom modules, SLA tools, power dialing, and advanced management capabilities begin with Business.
  • ⚠
    Credit-based usage: Automation and AI features use plan-based credits, with additional credits available.
  • ⚠
    No free plan: Salesmate offers a 15-day trial, then requires a paid subscription.

Known Limitations

  • • Basic has standard reports and dashboards; custom dashboards, reports with goals, field permissions, and formula fields begin with Pro.
  • • Custom modules, duplicate-management rules, surveys, service-level agreements, advanced goal management, and power dialing begin with Business.
  • • Enterprise is custom priced and some communications, automation, and AI capabilities use credits or add-ons.

Pricing & Plans

Model: subscription
USD23 /month

Basic is $23 per user/month, Pro is $39, and Business is $63. Enterprise is custom priced. Salesmate offers a 15-day free trial with access to all features; annual billing can save up to 20%.

✓ Free Plan ✓ Free Trial

Pricing verified: 2026-08-29

Editorial Info

Last Reviewed: 2026-08-29

Verified Sources & Research

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