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Salesmate 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Salesmate
Salesmate
4.7
(102)

Pricing

Starting at $29.00 per month

About Salesmate

Most CRMs are rigid, inflexible, and cost a lot of money to organizations, and Salesmate solves exactly these pain-points.

Salesmate is a flexible, customizable, and cost-effective solution to multiple teams in your organization.

The platform solves these problems by offering built-in tools, saving cost on integrations, and high customization capabilities.

The core of Salesmate is the CRM module, where sales, marketing, and success teams can manage contacts, leads, customers, subscribers, and everyday activities effortlessly.

With these essentials, CRM module comes with built-in tools that front-line teams can utilize every single day like Calling, Texting, Pipeline Management, Deals, Conversations, and much more.

One of the core reasons for higher sales outcomes is the ability to automate operations and save more time for selling. This is where Salesmate offers Workflows and Sequences.

Workflows automate tasks like deal assignment, task assignment or date-based communication. While Sequences can put follow-ups on autopilot based on your terms and conditions.

And with industry’s first AI-powered co-pilot, everyone in your sales team gets a personal assistance. ‘Sandy...

AI’ can book meetings, draft emails, or add notes for you. All you need to do is – just ask! We know that sales teams can only function when marketing teams generate high quality leads. That’s where Salesmate empowers marketing teams to build and execute highly personalized campaigns and reach wider audiences. Not only that, but marketing teams can also track website visitors, collect leads using forms or lead gen bots, score every lead, built marketing journeys, and send-off the finest MQLs to sales teams for higher success. Lastly, a great customer service team can truly manoeuvre retention, engagement, and revenue for the business. That’s why, Salesmate provides tools like Live Chat, Chatbots, and Shared Inboxes to deliver the finest experiences for your customers. Naturally, you need insights to predict trends, be agile, and make decisions in your growth journeys. That’s where Dashboards, Templates, Custom Reports, and Insights will offer everything you need to see what’s going on with your teams and business. From lead generation to top-notch customer experiences, Salesmate has something for everyone in your team. Salesmate has 15-day free trial, where you can explore every corner of the platform, without sharing credit card details. It’s safe, secure, and available for everyone in your team to try. Hottest features: Sales Automation Marketing Automation Built-in Calling & Texting Sandy AI Custom Layouts and Modules Sequences and Journey based Automation Live Chat and Chatbots Email Campaigns Meeting Scheduler Dashboards & Reporting

Salesmate Screenshots

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Salesmate Pricing and Plans

Starting price: $29.00 per month
Free Trial
Free Version

Basic

$29.00

per user, per month

Plan includes:

  • Built-in Calling & Text
  • Companies
  • Contacts
  • Deals
  • Email Sync
  • Lists
  • Multiple Pipeline Management
  • Standard Dashboard & Reports
  • Tracking & Templates
  • Web Forms
Read More

Pro

$49.00

per user, per month

Plan includes:

  • Built-in Calling & Text
  • Companies
  • Contacts
  • Custom Dashboard & Reports
  • Custom Roles
  • Date Based Workflows
  • Deals
  • Email Reminders & Scheduling
  • Email Sync
  • Goal Management
Read More

Business

$79.00

per user, per month

Plan includes:

  • Built-in Calling & Text
  • Companies
  • Contacts
  • Custom Dashboard & Reports
  • Custom Roles
  • Date Based Workflows
  • Deals
  • Email Reminders & Scheduling
  • Email Sync
  • Goal Management
Read More

Enterprise

Pricing available upon request

Plan includes:

  • Built-in Calling & Text
  • Companies
  • Contacts
  • Custom Dashboard & Reports
  • Custom Roles
  • Date Based Workflows
  • Deals
  • Dedicated Account Manager
  • Dedicated Instance
  • Email Reminders & Scheduling
Read More
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Salesmate Features

  • Popular features found in Email Marketing
    A/B Testing
    Autoresponders
    Campaign Analytics
    Campaign Scheduling
    CAN-SPAM Compliance
    Contact Management
    Customer Segmentation
    Email Tracking
    Event Triggered Actions
    Subscriber Management
    WYSIWYG Editor
  • More features of Salesmate
    Access Controls/Permissions
    Activity Dashboard
    Activity/News Feed
    Activity Tracking
    AI Copilot
    Alerts/Notifications
    API
    Appointment Management
    Appointment Scheduling
    Assignment Management
    Auto-Dialer
    Automated Responses
    Automatic Call Distribution
    Batch Processing
    Business Card/Badge Scanning
    Calendar Management
    Calendar/Reminder System
    Calendar Sync
    Call List Management
    Call Logging
    Call Recording
    Campaign Management
    Chat/Messaging
    Click Tracking
    Client Management
    Collaboration Tools
    Commenting/Notes
    Commission Management
    Contact Database
    Conversion Tracking
    CRM
    Customer Database
    Customer Journey Mapping
    Customer Surveys
    Customizable Branding
    Customizable CTAs
    Customizable Fields
    Customizable Forms
    Customizable Reports
    Customizable Scoring
    Customizable Templates
    Dashboard
    Data Enrichment
    Data Import/Export
    Data Management
    Data Synchronization
    Deal Management
    Document Management
    Document Storage
    Drag & Drop
    Drip Campaigns
    Dynamic Content
    Electronic Signature
    Email Campaign Management
    Email Management
    Email Marketing
    Email Sequences
    Email Templates
    Engagement Tracking
    Field Sales Management
    Forecasting
    For Insurance Industry
    For iPad Devices
    Forms Management
    For Real Estate
    For Sales Teams/Organizations
    For Small Businesses
    For Startups
    GDPR Compliance
    Generative AI
    Goal Setting/Tracking
    HTML Editor
    Image Library
    Interaction Tracking
    Internal Chat Integration
    Kanban Board
    Landing Pages/Web Forms
    Lead Assignment
    Lead Capture
    Lead Distribution
    Leaderboards
    Lead Generation
    Lead Management
    Lead Notifications
    Lead Nurturing
    Lead Qualification
    Lead Scoring
    Lead Segmentation
    List Management
    Live Chat
    Marketing Automation
    Mass Texting
    Meeting Management
    Mobile Access
    Mobile App
    Monitoring
    Multi-Campaign
    Multi-Channel Communication
    Multi-Channel Marketing
    Multivariate Testing
    Online Forms
    Opportunity Management
    Performance Management
    Performance Metrics
    Personalization
    Pipeline Management
    Pipeline Reports
    Predictive Analytics
    Prioritization
    Process/Workflow Automation
    Product Catalog
    Prospecting Tools
    Real-Time Analytics
    Real-Time Data
    Real-Time Notifications
    Real-Time Reporting
    Referral Tracking
    Reminders
    Reporting/Analytics
    Reporting & Statistics
    Revenue Management
    Role-Based Permissions
    Sales Activity Management
    Sales Analytics
    Sales Forecasting
    Sales Pipeline Management
    Sales Reports
    Sales Trend Analysis
    Scheduled Messaging
    Search/Filter
    Segmentation
    Shared Contacts
    Single Sign On
    SMS Marketing
    Social Media Integration
    Softphone
    Source Tracking
    Surveys & Feedback
    Tagging
    Task Management
    Task Scheduling
    Template Management
    Third-Party Integrations
    Transfers/Routing
    Visitor Tracking
    Visual Analytics
    Web-based Deployment
    Web Forms
    Website Visitor Tracking
    Workflow Management

Salesmate Integrations

Harvest
Harvest
ActiveCampaign
ActiveCampaign
Invoice Ninja
Invoice Ninja
Microsoft Outlook
Microsoft Outlook
Slack
Slack
Zendesk Suite
Zendesk Suite

See all 28 integrations

Salesmate User Reviews

Overall Rating

4.7

Ratings Breakdown

5

75%

4

24%

3

1%

2

0%

1

1%

Secondary Ratings

Ease of Use

4.7

Value for money

4.8

Customer support

4.9

Functionality

4.6

Manikyala's profile

Manikyala D.

Verified reviewer

Information Technology and Services

501-1000 employees

Used daily for less than 2 years

Review source

Reviewed September 2023

One Stop Solution for Organizing your Sales Process

5

Overall, I am satisfied customer and happy to recommend this tool for an organization. I would recommend people to see the demo of this tool - Then only people can understand how it benefits their organizations. By the way, this tool is also comes at a very good pricing to compare other costly tools outside.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Frankly, speaking as an administrator of the tool and as a user of the tool - It gave me complete control of all my admin activities, for each and every thing - I don't have to ping the Salesmate.io support team as it easy to understand and everything is detailed and shared in the knowledge center. As a user of the tool, I feel immensely happy as it allowed me to automate my regular work. Highly recommend this tool for any of the organization.
Cons:
What i feel is they should allow the tool to get integrated with Skype and ZoomInfo or third party databases for contact building.

Reasons for choosing Salesmate

Beacuse of its intuitive dashboards, easily customizable reports, easy navigation, easy updating daily activities and the kind of automation it has related to Email Campaigning, Email Tracking, Sequences that you can automate. Overall - It gives you a 360 degrees view - Omni-Channel kind of an experience with all the information that you need in a single page.

Reasons for switching to Salesmate

We were lacking on the reports and dashboard customizations. Everything needs to manually feeded into the system.

Read More

Maximus's profile

Maximus A.

Verified reviewer

Airlines/ Aviation

51-200 employees

Used daily for less than 12 months

Review source

Reviewed December 2025

Salesmate Review

4

Overall Salesmate has been super useful in creating a new CRM for my company. They are a great starter CRM for companies looking to train their sales team on a CRM.

Ratings Breakdown

5
Ease of use
3
Value for money
4
Customer support
3
Functionality
icon
Pros:
The ease of use and the flexibility they have as a company/CRM. Salesmate allowed us to fully customize the system to our needs.
Cons:
Lacking some basic features, lag time and email deliverability. Some things in the system seem basic, but don't work as intended.

Reasons for choosing Salesmate

Ease of use and flexibility as a starter CRM. Also the price.

Read More

DB

David B.

Verified reviewer

Computer & Network Security

2-10 employees

Used daily for less than 6 months

Review source

Reviewed March 2025

Looks great, runs horrible, no support

1

It started off looking like a strong tool, I even signed up to be a partner. But the partner system is a total joke, no support, no email replies, nothing at all. Then you start getting into using the system. It is not designed for a heavy user at all. The ticketing system is not even close to production ready, they video and tools they offer for training have been made redundant and no longer offered but they do not tell you that until you waste an hour on support for them to say oh yeah that was phased out but we never updated the docs. Then when you run into issues, they tell you one thing but even though its in the text chat they refuse to honor what they said making you pull your hair out. IF YOU EVER consider this please run. Its not ready for prime time.

Ratings Breakdown

1
Ease of use
1
Value for money
1
Customer support
1
Functionality
icon
Pros:
Very little, it looked promising but half the tools do not function at a bare minimum.
Cons:
Support, and follow up. It took hours for one simple issue because they refuse to answer emails and make you use live chat with people that do not understand the issues

Reasons for choosing Salesmate

It looked prettier on the outside, but boy was I wrong.

Reasons for switching to Salesmate

Looking for something better with a few more features for automation

Read More

GA

Giancarlo A.

Verified reviewer

Real Estate

Self-Employed

Used daily for less than 2 years

Review source

Reviewed October 2024

BEST CRM!!!!

5

Absolutely love Salesmate! This is my fourth CRM, and I’ve tried at least six others. After extensive research and using various options through my real estate company, I can confidently say that Salesmate stands out. First and foremost, the price point is unbeatable. On top of that, their customer service is truly exceptional. Whenever I encountered an issue I couldn’t resolve, their support team was quick to help and provided effective solutions. The platform is perfectly laid out and includes every feature I could think of. They offer numerous workarounds to help you save money. For instance, if you're hesitant to commit to automations, they provide alternative options. If you’re not satisfied with the dialer, they suggest several other companies you can integrate with. Salesmate's platform is open and flexible, featuring all the necessary APIs and Zapier integrations. I can't praise this product enough! The willingness to train users is also a huge plus. Overall, Salesmate has exceeded my expectations, and I highly recommend it to anyone in need of a robust CRM solution.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
Cons:
I love it so I cant say anything bad at all

Reasons for switching to Salesmate

All other crms were inferior. This is the best

Read More

LF

Luca F.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed September 2024

Easy of use to have a clear Sales Process

5

We implemented Salesmate to track the Sales process (from lead to order) and to have a good overview of all opportunities in the team. It was easy to adopt and we have been using it for more than 2 years with success.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
Salesmate is really easy to use: plain and simple Opportunity and Lead management
Cons:
Need to improve in all marteting activity and marketing automation

Reasons for choosing Salesmate

Salesmate was cheaper, easier and better fitting our needs (which were concentrated in the sales process)

Reasons for switching to Salesmate

Salesmate is easier and user experience is much better

Read More

Steve's profile

Steve T.

Verified reviewer

Marketing and Advertising

11-50 employees

Used daily for free trial

Review source

Reviewed October 2021

After trying EVERY CRM I could find on Google THIS IS IT!

5

Amazing. Simply awesome. All I needed was a CRM that could 1. Send and receive emails in 2. Contact new leads from 3. Track email opens 4. Have a pipeline tracking feature 5. Have a way to create tasks 6. Allow me to use my signature. Those aren't crazy requests I don't think but out of allllllll the CRM's I tried they all either wanted way too much money for 1 of those features or didnt do them right. Ill say more about this in the next section.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
I tried literally every CRM I could find on Google and nothing worked until I found Salesmate. I'm honestly struggling to write this review only because I keep rambling on about features I love that it gets way too long. Bottom line for me is this just works! It's so easy to use, easy to set up, every feature works (which may sound weird but I have had at least 10 other CRM's that features didn't work right or I had to do some kind of workaround to have a basic email workflow), the layout is fantastic, the mobile app works great, the price is good - I can't fault this! And when I say I tried every other CRM I could find, I mean it. I didn't try Salesmate sooner because I couldn't find it sooner. I can't recommend Salesmate enough and again - I have tried SO MANY other CRM's including Hubspot, Zendesk Sell, Nutshell, Pipedrive, Keep, Salesforce, Monday.com, ClickUp, Airtable, the list goes on and on and on. This is honestly the best. Just sign up for Salesmate. If you are still reading, just do it!
Cons:
The only thing I can say is within the deals page when you click on a deal I wish that was laid out a little better. But I am truly nitpicking here. You can work everything just fine, I have had no issues, it's so easy to keep track of everything, I just wish this one page was a little easier but in my opinion that is not a reason to avoid this platform. Again, just sign up. I love everything about this platform. I will say, I haven't experienced the customer service yet but there is a chat icon right at the top of the screen and already that is better than a lot of other CRM's I've tried.

Reasons for choosing Salesmate

This actually wouldn't let me pick all the CRM's I tried because I tried so many. The biggest issues I ran into with all of these other platforms were things like, 1. Not being able to use a custom email signature 2. Email open trackers and reporting going crazy saying the email was opened twice when it wasnt even opened once 3. Not being able to reply to an email within the CRM (that was pretty common....) 4. Being WAY too expensive for simple features 5. Terrible support 6. Really hard to use and navigate UI's 7. Weird workarounds just to email a lead 8. Not being able to say where the lead came from (pretty important for me when working with a lot of different lead sources) 9. Technical problems. I could keep going but that is all I could think of right now. Salesmate does everything and does it well for a very good price.

Reasons for switching to Salesmate

I was using Hubspot pretty exclusively and honestly they were great until I had issues. Then it went up in flames. My emails started going to spam whenever I sent them from Hubspot (not anywhere else). After finding 5 different forum threads about this and talking with 3 different reps at Hubspot I got nowhere. So I had to switch. And I am SO happy I did. Hubspot was great and the fact it was free was awesome but the second I needed help it became a nightmare and I had to then transfer alllllll my data from years of work over to a new platform (still doing that...). So I highly recommend just starting with a great platform like Salesmate and growing into that.

Read More

Paul's profile

Paul P.

Verified reviewer

Logistics and Supply Chain

51-200 employees

Used daily for less than 6 months

Review source

Reviewed June 2020

Just gets it done!

5

The pipeline is adequate for our needs and helps keep things organized and visible. By far the single biggest feature is the email tracking. We are starting new website and marketing campaigns and to see who opened your email, clicked on your link to your website is very valuable to understanding our reach and exposure, etc. In addition, to be able to quickly log a task to help keep organized all on a single page view, really helpful tool. Thank you again SALESMATE!

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
The ease of use, features for what I need it to do and the support when im stuck or need alittle help, their right there every time and quickly via Chat, love it! Im not a "write a review guy" but these guys and this product is becoming so valuable to my company and our selling efforts-easy 5 STARS! Well done and thank you, rarely do you find a product that gives you back more than what you need and expected.
Cons:
It took alittle time to get comfortable, but really, that was days (maybe hours) and not a hard process. just familiarity as with anything new, so not much to complain about...

Reasons for switching to Salesmate

In fairness, I used Zoho CRM in my previous company, and i just found it to be too much, too clunky to move from screen to screen. Salesmate keeps all your info on an individual on one page!

Vendor Response

Paul, thank you for this review! We will continue to work hard to make our CRM the best in the market!

Replied July 2020

Read More

AR

Arad R.

Verified reviewer

Marketing and Advertising

Self-Employed

Used daily for less than 6 months

Review source

Reviewed May 2025

fficient, All-in-One CRM That Boosts Productivity and Team Collaboration

5

My overall experience with Salesmate has been excellent. It’s a reliable, feature-rich CRM that has streamlined our sales and marketing workflows. From tracking leads to automating follow-ups and keeping our team organized, it’s made a huge difference in productivity. The customer support is responsive and genuinely helpful, which adds even more value.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
What I liked most about Salesmate is how seamlessly it combines CRM tools with built-in calling, texting, and email features. Having everything in one place saves so much time and eliminates the need to juggle between different platforms. The automations are also incredibly helpful for scaling outreach efficiently.
Cons:
What I liked least about Salesmate was the process of connecting Namecheap for domain verification—it was a bit confusing and not as straightforward as I hoped. It took some extra time and digging through help docs to get it working properly, which could be streamlined for a smoother experience.

Read More

OW

Olivia W.

Verified reviewer

Marketing and Advertising

2-10 employees

Used daily for less than 6 months

Review source

Reviewed May 2025

Best CRM ever!

5

Incredible. From day one, they’ve been available to help with setup and navigation and the payment questions. Really pleased with both the service and the platform itself. Very well designed!

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
It’s a toss up between the application and Salesmate’s exceptional customer care. It is evident how much thought has been put into the functions offered. I’ve used other CRM’s and this one beats ALL!
Cons:
I haven’t experienced any issues to speak of yet. I’m very pleased with the streamlined functionality.

Read More

BH

Bryan H.

Verified reviewer

Marketing and Advertising

Self-Employed

Used daily for less than 6 months

Review source

Reviewed June 2025

Only CRM is think I'll ever use

5

This has been my only experience working with a CRM, but from what I've heard about other options, Salesmate is by far the best and most affordable option. And you can't beat the customer service- these guys are truly here to help you succeed and go above and beyond what is required of them to make that happen.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
The customer service is so good with Salesmate, the price is very reasonable and affordable, and this system has so much to offer to take control of everything you need to do with your business to keep in organized and automated.
Cons:
The only thing I don't like is that I haven't spent enough time truly learning everything it has to offer- which is not a knock on Salesmate. I need to get better and more familiar with the Smart Flows and automating actions.

Read More

Showing 1 - 10 of 102 Reviews

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