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Salesmate

by RapidOps Inc.
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Salesmate overview

Salesmate is a cloud-based customer relationship management (CRM) software designed to help businesses manage sales activities, customer interactions, and revenue growth from a centralized platform. It provides tools for contact management, sales pipeline tracking, deal management, communication, and workflow automation. Sales teams can organize leads and prospects, monitor opportunities through customizable pipelines, and maintain detailed customer records to improve visibility across the sales cycle.

A key strength of Salesmate is its sales automation and engagement capabilities. The platform supports automated workflows, email sequences, follow-ups, task management, and activity tracking, helping sales representatives reduce repetitive work and respond to prospects more efficiently. It also integrates communication channels such as email, calling, and messaging, allowing teams to manage customer conversations alongside their sales activities.

Salesmate includes reporting and analytics features that help managers evaluate pipeline health, sales performance, conversion rates, and team productivity. Its integrations with business applications can connect CRM data with existing workflows and tools. Overall, Salesmate is well suited for small and growing businesses seeking an easy-to-use CRM that combines sales management, automation, communication, and performance insights.

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Company Information

Charlotte, North Carolina, United States (development: Ahmedabad, India)
Vision

A world where a small sales team is not forced to choose between a CRM it can afford and one that can actually call, text and follow up on its behalf.

Mission

We build an AI-powered CRM with calling, texting and automation included in the base product, so growing teams get an enterprise-grade sales stack without assembling four subscriptions to reach it.

Leadership team

Meet the leaders shaping our vision, product, and growth.

No leadership team has been added for this product yet.

Compliance

Our certifications and compliance frameworks that keep your data safe.

SOC 2 Type II
ISO 27001
GDPR
HIPAA

Pricing

All plans include core features. Per month, billed annually.

Basic
$23/user/month
  • Pipeline management
  • Contact and deal management
  • Built-in calling and SMS
  • Email sync and templates
  • Mobile apps
Pro
$39/user/month
  • Everything in Basic
  • Workflow automation
  • Team inbox and ticketing
  • Advanced reporting
  • Sequences
Business
$63/user/month
  • Everything in Pro
  • Power Dialer
  • SLA management
  • Custom modules
  • Advanced permissions
Enterprise
Custom/user/month
  • Everything in Business
  • Custom modules and objects
  • Dedicated onboarding
  • 24/7 priority support
  • Custom limits

Features

All capabilities grouped by category.

Sales and pipeline

  • Multiple pipelines with drag-and-drop deal stages
  • company and activity management
  • Custom modules and custom fields
  • Goal tracking and sales forecasting
  • Product catalogue and quotes

Built-in communication

  • Native calling with call recording and voicemail drop
  • Power Dialer for high-volume outbound
  • Two-way SMS and WhatsApp messaging
  • tracking and templates
  • Shared team inbox and ticketing

Automation, AI and reporting

  • Smart Flow workflow automation with credits
  • Sandy AI assistant for drafting and summaries
  • Sequences and drip campaigns
  • Meeting scheduler and web forms
  • Custom dashboards and reports