Salesmate

Salesmate is an AI-powered customer platform for mid-market and enterprise teams, with CRM, marketing automation, support, communication, workflows, published pricing, and a 15-day free trial.

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Overview

Salesmate is an AI-powered customer platform for mid-market and enterprise teams that brings CRM, marketing automation, customer support, communication, workflows, and AI into one system. The product is positioned around keeping customer data, conversations, and execution connected so teams can reduce handoff friction and work from shared context.

The platform covers core sales operations such as contacts, companies, deals, pipelines, activities, web forms, email tracking, quotes, documents, and reports, while also extending into marketing journeys, support workflows, and SMS communication. Pricing is published on the site, and the company also offers a 15-day free trial with access to all features during the trial period.

Core capabilities

CRM and pipeline management

Manage contacts, companies, deals, pipelines, activities, and conversations in one CRM so sales teams can keep customer context in a shared system.

Marketing automation

Capture leads, segment audiences, and automate nurture journeys using the same customer data that powers sales follow-up.

Customer support tools

Handle tickets, SLAs, shared inbox work, chat, knowledge management, and satisfaction tracking from a connected support workspace.

AI assistance inside the platform

Use AI for conversation summaries, email composition, contact insights, support assistance, and other tasks that depend on live customer context.

Operational workflows and reporting

Run web forms, lead scoring, meetings, email tracking, bulk emails, reports, and goal tracking from the same platform.

Text messaging workflows

Send texts, manage text templates, schedule messages, and review text reports from the CRM, with added SMS workflow support such as bulk texting and text pilot routing.

Common use cases

Sales pipeline management
Use Salesmate as the central system for contacts, deals, activities, and pipeline follow-up when a team needs a shared customer record and consistent next steps.
Marketing-to-sales handoff
Run lead capture, segmentation, nurture sequences, and campaign follow-up from the same customer data used by sales teams.
Customer support operations
Coordinate ticket management, shared inbox work, SLAs, knowledge management, and customer satisfaction tracking in one support workspace.
Text messaging campaigns
Send scheduled texts, bulk SMS, reminders, and follow-up messages from the CRM when communication needs to stay fast and contextual.
AI-assisted team workflows
Use AI to summarize conversations, draft messages, surface contact insights, and assist with repetitive support or sales tasks.

Pros and Cons

Pros

Combines CRM, marketing automation, support, communication, workflows, and AI in one platform.
Includes a published pricing page with multiple plan levels and a 15-day free trial.
Supports team collaboration features such as shared inboxes, team management, and teammate invitations during the trial.
Offers built-in SMS and calling workflows alongside CRM data, which helps teams keep outreach and follow-up in one place.
Provides live support channels and onboarding resources, including chat, email, phone, and video assistance.

Cons

Some advanced capabilities are packaged by plan, so teams may need to compare tiers before choosing one.
The site points to several areas such as integrations, AI credits, and phone or SMS usage that may add separate usage considerations.

FAQ

Does Salesmate offer a free trial?

Salesmate offers a 15-day free trial with unlimited access to all features during the trial period. After the trial, you can choose a monthly or annual billing plan.

Can teams test Salesmate together?

Yes. Salesmate says you can invite teammates to your trial account, which is presented as a way to evaluate the platform together.

How does Salesmate's phone and SMS pricing work?

The pricing page says built-in calling and SMS use local and toll-free numbers that start at $1.1 per month, with calling credits available as needed. SMS and calling rates are referenced separately on the pricing page.

Does Salesmate offer refunds?

Salesmate states that fees are charged in advance and are non-refundable for the current payment interval. If a customer upgrades to a more expensive plan, unused prepaid fees are applied to that upgrade.

What payment methods does Salesmate accept?

Salesmate accepts Visa, MasterCard, Discover, and American Express. It also supports invoices and purchase orders for annual payments, and bank transfers for annual subscriptions above USD 500.

Quick Facts

Category: AI-powered customer platform
Primary users: Mid-market and enterprise teams
Pricing: Published monthly and annual plans; 15-day free trial
Site domain: salesmate.io
Notable workflows: CRM, marketing automation, customer support, SMS, calling, AI assistance
Integrations: 700+ apps mentioned on the site