- Contact Management : A complete view of each contact’s history and interactions, with auto-enriched details that make filtering, searching, and segmenting simple.
- Lead Capture & Web Forms : Leads are collected from websites, forms, chatbots, or landing pages, then routed to the right team members automatically.
- Sales Pipeline & Deal Tracking : Deals are displayed in a visual pipeline that highlights progress across stages and helps identify bottlenecks.
- Built-in Calling & Text Messaging : Direct calls and texts can be made from the CRM, with features like power-dialer, voicemail drop, templates, and recordings included.
- Marketing Automation & Sequences : Email and text campaigns run automatically based on customer behavior, with options for drip campaigns and personalized messages.
- Workflows & Automation : Routine tasks such as lead assignments, reminders, and follow-ups are automated, which allows teams to focus on closing deals.
- AI-Powered Sales Assistants : Smart AI tools draft emails, summarize conversations, transcribe calls, and research prospects to save time.
- Reporting & Dashboards : Custom and pre-built dashboards provide insights into performance, sales trends, and goal tracking.
- Multi-channel Communication Inbox : All customer interactions across chat, email, social channels, and texts are consolidated into one place.
- Integrations : Seamless connections with Google Workspace, Microsoft, Slack, Zapier, and many other apps extend system flexibility.
- Mobile CRM : Sales processes can be managed on the go through mobile devices, ensuring productivity outside the office.
Salesmate
Salesmate helps small businesses manage sales, track leads, and improve customer relationships.
Updated February 27, 2026
Salesmate Overview
Salesmate is a customer relationship management (CRM) software designed to help small businesses organize their sales processes and strengthen client relationships. It provides tools for managing leads, tracking deals, automating tasks, and improving team collaboration.
With its user-friendly interface and customizable features, Salesmate enables businesses to boost productivity, close deals faster, and deliver a more personalized customer experience, making it a practical solution for growing companies.
Key Features
Pricing
| Plan Name | Price (per user/month) | Key Inclusions |
|---|---|---|
| Basic | $23 | Contact & Company management; Activity/Task management; Calendar sync; Deal pipeline management; Full email sync, templates, tracking; Meeting scheduler; Standard dashboards & reports; Web forms; Custom fields; 5K Smart Flows credits per user/month |
| Pro | $39 | All Basic features, plus Sequences; Product & Quote management; Ticket management; Team Inbox; Team management; Custom dashboards & reports with goals; Field-based permissions; Formula fields; SSO; Sandy AI; 10K Smart Flows credits per user/month |
| Business | $63 | All Pro features, plus Deal credit split; Custom Modules (Objects); Custom duplicate-management rules; Surveys; Service Level Agreements (SLAs); Advanced goal management; Calculated fields; Power Dialer; Voicemail drop; 15K Smart Flows credits per user/month |
| Enterprise | Custom pricing | All Business features, plus Audit logs; Dedicated onboarding consultation; (Upcoming) custom validation rules; Dedicated Account Manager; IP restriction; Quarterly business reviews; Dedicated IP (1 included); 24×7 support; Enterprise onboarding packages start from $1,999 |
Check Pricing details: https://www.salesmate.io/pricing/
Pros
| Competitor | Pros of Salesmate |
|---|---|
| HubSpot | Salesmate offers a more budget-friendly option and keeps core CRM tools solid and simple. It includes built-in calling, texting, and workflow automation without a steep learning curve. |
| Zoho CRM | Salesmate combines phone, text, and pipeline tools in a straightforward layout and keeps things lean when compared to Zoho’s larger suite. |
| Freshsales | Salesmate matches strong sales tools with easy-to-use automation plus built-in calling and SMS, and offers clear, mid-range pricing. |
| Pipedrive | Salesmate has calling and messaging built right in and combines that with smart automations and AI features not bundled into Pipedrive. |
| Salesflare | Salesmate delivers rich automation with clear pricing and lets teams call or text directly without extra setups. |
Cons
| Competitor | Cons of Salesmate |
|---|---|
| HubSpot | HubSpot gives a free-forever plan with many basic tools, while Salesmate has no free tier. HubSpot also offers a wider integration ecosystem. |
| Zoho CRM | Zoho CRM has deeper ties to other business tools in the Zoho suite and more AI features like Zia agents. Salesmate lacks that breadth. |
| Freshsales | Freshsales offers a free plan and advanced AI forecasting (Freddy AI) at good pricing. Salesmate does not offer a free tier and relies on its own AI. |
| Pipedrive | Pipedrive’s visual pipeline and reporting dashboards feel more polished for sales teams, and it may offer better analytics out of the box. |
| Salesflare | Salesflare’s strong contact tracking and automatic email logging feel smoother; Salesmate requires more manual setup in that area. |
Reviews
- onepagecrm.com Review: The interface packs in too many tabs and options, which makes simple tasks feel time-consuming, and even the “robust” automation can overwhelm beginners. Extra charges for basics like email sequences, file management, and wider app integrations frustrate small teams, and the AI features sit behind a paywall despite being heavily advertised. Salesmate also requires purchasing a phone number to use SMS and calling on the lowest plan, which pushes the total cost well above what many small businesses expect.
- croclub.com Review: Setting up web forms feels straightforward, and the system fits small to mid-sized companies that want to customize sales pipelines and connect tools like Gmail, Outlook, and Mailchimp. Flexible pricing tiers from $15 to $50 per user and a 15-day free trial appeal to growing teams, though companies seeking deep enterprise-level scalability may feel it falls short.
- Reddit r/CRM: One commenter cautioned that Salesmate looks affordable at first but relies heavily on add-ons that can lead customers to “upsell yourself” over time. The suggestion to try it month-to-month reflects concern about long-term fit and the difficulty of switching CRMs later.
- Trustpilot Review (Rating: 4.1/5): One business owner called it a “game-changer” during a CRM transition and praised the support team for replying after hours and even on weekends. The intuitive interface, detailed knowledge base, and live chat made onboarding smooth, and the AI Pilot and Co-pilot features helped them build a chatbot with hands-on guidance from the team.
- TechRadar Review (Rating: 3.5/5): The platform earns credit for sales automation, with tools that automate lead assignment, task creation, and follow-up emails to keep pipelines moving efficiently.
- G2 Review (Rating: 4.7/5): Many highlight the intuitive interface and responsive customer support, noting how the visual sales pipeline and automation features streamline daily work. Some point to integration issues, slow loading, and occasional missing features, though most describe it as a strong productivity booster for managing contacts and deals.
- Capterra Review (Rating: 4.7/5): A reviewer described it as “by far the best and most affordable option” compared to other CRMs they had heard about, emphasizing overall value for the price.
