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Sales automation software

Use sales automation with Salesmate CRM to put your sales process steps and low value tasks on autopilot. Need to create and assign tasks to your sales reps for new deals? Notify the team when a client takes significant action for the deal? Send emails to clients on submitting inquiries? Free your team up from mere repetition to focus on closing deals. Salesmate is your software for sales automation.

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Say goodbye to inefficiencies with sales automation

Take the route of automation and eliminate the factors that are hampering your sales growth. Unburden your sales team for mundane tasks and give them more time to capitalize on opportunities. Your sales reps don’t need to rely on their memory for remembering a follow-up again.They can easily automate their follow-ups and other such time-consuming tasks with Salesmate sales automation software.

Task automation

Free yourself up from doing the busywork of creating and assigning tasks. Use workflows to update records, assign & rotate deals, notify internal users and send emails automatically. Your sales tasks will become automated saving your time to sell more.

Tag your high-valued customers; put your won deals into onboarding pipeline, or trigger a notification when records are deleted. You can filter and bulk update deals, contacts, companies you like. There are infinite possibilities to save your time with our smart automation software.

Automatic assignment

Do you have process in place to assign the deals to your team members? How about putting it on autopilot using workflows? Salesmate workflows are very easy to define and gets triggered when deals, activities, contacts or companies are created or updated. Automate sales force assignments using workflows from sales automation software.

WebHooks for sales automation

Need to create a customer account in billing system as soon as the deal is won? Or pass the deal information to your support portal? Or just blow a big horn when a deal is won? Using webhooks, your existing apps can be notified anytime an event of interest happens in Salesmate.

Upselling and cross-selling

Drive more revenue by tactfully embracing upselling and cross-selling. Keep a track on customers’ purchase journey with Salesmate to spot upsell and cross-sell opportunities. Retarget customers and draw their attention to other products by automatically sending promotional text messages. Also, send automated emails using sales automation and engage your customers for stimulating repurchases.

Sales forecasting

Analyze historical trends and track future opportunities using sales automation in Salesmate. Find out which deals are going to close and how much revenue to expect in a given time frame. Get every detail of your past and current sales for better forecasting. With a precise and accurate sales forecasting, automate your sales campaigns more efficiently.

Automate follow-ups

Missed follow-ups can negatively impact the sales of the company. Automate your sales follow ups in with sales automation and never miss an opportunity again. Easily send automated emails with predefined automation rules. Follow-up with multiple prospects through sales automation and strengthen your customer relationship.

Set activity reminders

Need to call a prospect or send certain details after a few days? Get reminded for the next activity by using sales automation feature in Salesmate. Set reminders while drafting an email and stay on top of all your activities. Automatic reminders will be sent on the specified date and time to ensure you complete a task without delay.

Happy & Growing Customers

If you are looking for an intuitive, lightweight, and customizable sales platform, you have to get a demo from the Salesmate team.

Eric Griego

VP, Business Development – HoldMyTicket

Salesmate is very easy to use and affordable. It’s a one stop shop when it comes to managing my clients.

Jessica Williams

Fashion Designer - Irregular Exposure

I’ve been using this platform for over a month now and have seen my productivity double!

Brittany Canaski

Director of Partnerships

It’s very user-friendly, easy to navigate, and simple to use. Not much training is involved for the new staff to get them off the ground. I like how stages are set and we can move the deals accordingly!

Johnny Beig

CEO - Alanic International

Improved sales effectiveness. It’s got everything we need, works efficiently and it is affordable. The team picked this over all of the others and they’re using it. Great sales app.

Robert Allen

Principal - RKA Ventures, LLC


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