Stay ahead in your sales game with the Salesmate CRM mobile app, available for iPhone and iPad. This user-friendly app lets you manage your sales pipeline, connect with your team, and close deals anytime, anywhere.
Enjoy seamless access to leads, contacts, and deal updates, all synced in real time between your mobile device and desktop. With Salesmate 3.0, experience enhanced features designed to optimize sales processes, improve team collaboration, and drive business growth.
Key Features:
· Sales Pipeline: Monitor the development of leads and deals through personalized pipelines and stages.
· Email Automation: Automate time-consuming tasks using personalized email templates.
· Lead Generation: Identify and engage potential buyers by importing leads and monitoring the success of lead generation campaigns.
· Built-in Calling: Instantly make and receive calls from within the app while logging conversations as activities for effortless follow-ups.
· Sales Automation: Automate sales activities and processes, set up automated actions for leads, schedule follow-up tasks, and track goals.
· Activity Tracking: Monitor every move of your leads, deals, and clients. Log calls, emails, meetings - anything! Staying organized is essential to stay on top of your game.
· Text Messaging: Send and receive text messages within the app, and log messages as activities for easy follow-ups.
· Meeting Scheduler: Schedule meetings within the app, send calendar invites, and stay organized and updated on your schedule all the time.
· Shared Team Inbox: Collaborate and respond to leads and clients more efficiently with a shared inbox.
· Sales Reports: View detailed reports on sales performance, pipeline, deals, and activities to stay ahead of the competitors.
· Sales Forecasting: Forecast sales performance, and make informed decisions about sales process and strategies.
· Goal Tracking: Set and track sales goals for the team, track progress, and stay updated on the team’s performance.
· Deal Management: Easily manage and track your deals directly from the sales pipeline. Our new Deal List View allows for effortless organization with customizable columns, sorting, and filtering, plus automated actions to streamline your process. · Live Chat: Chat with leads and clients in real time, and respond efficiently.
· Custom Module: Salesmate has taken a significant step forward by providing the capability to create Custom Modules, allowing you to tailor fields and workflows to fit your unique business needs perfectly.
· New Rating Field: The rating field allows you to measure satisfaction levels, rate products or services, or evaluate performance based on specific criteria.
· Performance Overview Widgets: Report for Activity and Deal Performance Overview
· Field Level Permission: Field Level Permission enables you to control access to specific fields in your system.
· Social Media Integration: This feature integrates WhatsApp, Instagram, and Facebook directly into your CRM, streamlining your social interactions and boosting customer engagement.
· Geolocation Tracking: This feature enables real-time location tracking of your sales team, optimizing route planning and customer visit schedules for enhanced productivity.
· Advanced Reporting: Gain comprehensive insights with Salesmate’s key reports track your sales funnel, monitor employee stats, and analyze overall sales performance all integrated seamlessly for maximum clarity and impact.
Using Salesmate’s mobile app, you can work smarter and faster, no matter where you are. Whether you're on the road, in a meeting, or just taking a break, you can always stay connected to your leads and your team.
So, download the Salesmate app today and start managing your business from your iPhone or iPad!
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What's New in Salesmate
+1
15.1.2
January 3, 2025
In the latest update, We have addressed a few bugs and crashes to ensure a smoother user experience.
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- Advance Duplicate management on Company and Company.
- Filtered Your Data by Salesmate Bot.
Update now and transform the way you manage sales!
Updates always take time to get used to but when efficiency drops, even for a day, due to an update it is extremely frustrating.
Using email on the the iPad is now very clunky. If try to arrow around the text while composing an email I end up in the subject box or address box instead of the next line of text. Formatting is lost when pasting text.
It takes more steps to look for deals and change deal status than it used to.
Perhaps I’m missing something but the calendar doesn’t show individual days anymore but instead is a continuous scroll with only appointments showing and not a “map” of the day (i.e. I can actually see any gaps between meetings).
I hope this gets better…
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Response from developer
Hello Chris,
We apologize for any inconvenience you have experienced with Salesmate 3.0. Your satisfaction is our top priority, and we are committed to resolving this matter promptly. To address your concerns effectively and in real time, we invite you to join us on our live support channel via our Mobile app/web app or you can write us at support@salesmate,io.
Our dedicated support team will be on standby to assist you every step of the way. Rest assured, we are here to make things right for you. Please do not hesitate to reach out, and together, we will work towards a swift resolution.
Thanks
Team Salesmate
