How to Build Your Own Salesmate

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.

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.

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.

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.

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.

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.

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.

Split deal credits among multiple team members.

Manage deals across visual sales pipeline with deal stages, forecasting, and collaboration.

Manage products and generate quotes for deals.

Create, manage, and track products associated with deals.

Create and manage quotes for deals directly within the CRM.