Salesmate

Credit-based system for AI agent actions and automation.

Automated AI agent (Skara) for scaling sales, marketing, and support tasks.

AI assistant for automating tasks like email drafting, research, and conversation analysis.

AI-powered prospect research to gather information about potential customers.

Auto enriches contact data using Clearbit integration to reduce manual data entry.

Automate routine support tasks and responses with AI.

AI-powered summaries of customer communications and conversations.

AI-assisted email composition for faster, more effective outreach.

AI-generated insights and recommendations about contacts.

AI-powered assistant for sales insights and recommendations.

AI assistant for customer support teams to handle inquiries faster.

Auto-assign contacts and leads to sales reps using sales workflows.

Purchase additional credits to scale workflow automations.

Create automated sequences of emails, texts, and activities for follow-ups.

Create automation sequences with emails, texts, and activities.

Create automated workflows for sales and marketing processes.

Create automated queue of activities to maximize daily productivity.

Automatically log inbound and outbound calls with notes and deal links.

Record and save phone calls for future reference and training.

Track call metrics and gain insights into call performance.

Automatically transcribe and summarize sales calls.

Initiate calls directly from the CRM with one click.

View full conversation history and deal information during calls.

Make multiple calls in sequence with automatic dialing and voicemail drop.

Get virtual phone numbers from 80+ countries for local presence.

Drop pre-recorded voicemails during power dialing.

Create fields with calculated values based on formulas.

Define custom activity types to track specific business processes.

Create custom fields for contacts, companies, and deals.

Create custom objects and modules for business processes.

Create custom rules for data validation and integrity.

Create calculated fields using formulas for custom metrics.

Support for multiple currencies and timezones for global teams.

Send personalized bulk emails to multiple customers and prospects at once.

Get dedicated IP for email marketing to improve deliverability.

Manage email subscription preferences and compliance.

Create and use pre-built email templates with merge tags for personalization.

Track email opens and clicks in real-time to monitor engagement and plan follow-ups.

Manage all email conversations directly within CRM with 2-way sync.

Generate reports on activities completed by team members.

Set advanced goals with tracking and analytics.

Create custom dashboards and reports with selected metrics.

Build custom reports with different chart formats and datasets.

Create custom reports and segments based on filtered data.

Get insights into pipeline health and revenue forecasting based on deal stages.

Analyze data at granular level with customizable filters.

Set goals and track individual and team contributions.

Set and track sales goals for teams and individuals.

Compare forecasted vs actual revenue and pipeline stages.

Generate visual sales reports and detailed analytics on team performance.

Measure calls, meetings, and tasks completed to close deals.

Create visual reports with charts and metrics for sales analysis.

Provide live chat support to customers for real-time engagement.

Create and manage a knowledge base for customer self-service support.

Define and track SLAs for customer support.

Define and track service level agreements for customer support.

Manage customer support interactions across social media channels.

Create and manage support tickets for customer service requests.