Salesmate

Name: Salesmate
Brand: Salesmate

More leads, smart processes, happy customers – Salesmate unites your entire business on one platform.

Salesmate is an AI-powered all-in-one CRM platform for small and medium-sized businesses.

BenchTrust Score:88/100

Independent B2B performance index (0–100 points). It is calculated mathematically and without subjective influence from four verified pillars: company stability, aggregated feedback from publicly available online sources, documented compliance certifications, and operational transparency. Comparable with other software providers.

BenchTrust Index weighting: Company stability 25 points · Customer reviews 30 points · Compliance & security 25 points · Transparency 20 points. Without reviews a neutral average is used; a few reviews move it only slightly

Review data basis: G2 (115), Trustpilot (15)

BenchTrust takes the average rating and review count from the review platforms listed. BenchTrust does not itself verify whether individual reviews come from actual customers; according to the platforms, they apply their own verification procedures.

Overview

Salesmate is an AI-powered all-in-one CRM and sales platform founded in 2016 and headquartered in Charlotte, North Carolina. The company employs around 30 people and helps over 8,500 small to medium-sized enterprises (SMEs) worldwide consolidate and automate their sales, marketing, and customer service processes on a single, cloud-based platform. The solution acts as a comprehensive Revenue Operating System. Core features include structured sales pipeline management, automated marketing journeys, and integrated omnichannel communication tools for telephony, SMS, and email. By leveraging artificial intelligence, Salesmate helps teams personalize customer interactions, minimize administrative tasks, and increase close rates. A centralized team inbox, meeting scheduling features, and detailed real-time analytics round out the offering. Security and compliance are a focus for Salesmate: the platform is certified to ISO 27001:2013 and SOC 2, and ensures compliance with GDPR guidelines through appropriate security measures and a Data Processing Agreement (DPA). The user interface and support are primarily available in English.

Core features

CRM (Customer Relationship Management) to unify customer operationsCore

Marketing automation

Customer support management

Communication tools (calling, texting, email) on one platform

Sales pipeline management with deals and activities tracking

Workflows for automating customer journeys (triggers, conditions, actions)

AI-powered functionality across the platform

Team inbox for centralized email and communication

Meeting scheduling and booking

Sales reports and analytics

Compliance & security

ISO 27001:2013

Information security

SOC 2

Security and availability

GDPR compliant

Contact the provider

www.salesmate.io

Supported languages

AI assistant for Salesmate

Ask about features, integrations, data protection or onboarding – answers in seconds.

Answers are based on the website and documents of Salesmate.

💬 Customer feedback summary

80% mention this

User-friendliness / intuitive interface

70% mention this

Sales pipeline & deal tracking

65% mention this

Automation (workflows, follow-ups, email tracking)

55% mention this

Reporting & dashboards / insights into sales performance

Summary of customer feedback

Customer reviews for Salesmate primarily emphasize a user-friendly, intuitive interface, a clear visual sales pipeline, and useful automation features that noticeably save time and make sales processes more efficient. The reporting functions, mobile access, and overall good value for money are also highly praised; disadvantages mentioned are mainly specific feature requests for deeper customization or very complex enterprise requirements. Overall, Salesmate is particularly suitable for small and medium-sized B2B teams looking for an easy-to-use, feature-rich CRM for sales, customer management, and follow-ups without enterprise complexity and costs.

AI-generated summary

📰 News & community feedback

🚀 Product updates & press releases

Salesmate has strategically expanded its B2B CRM platform to enable small and medium-sized businesses to manage sales even more efficiently. Through the deep integration of artificial intelligence (Salesmate AI) and advanced omnichannel communication features, the workflows of global sales teams have been optimized. In addition, new compliance updates and expanded partner programs strengthen the platform's presence in international target markets. These innovations aim to accelerate lead conversion and make collaboration between sales and marketing teams seamless.

•Introduction of Salesmate AI for automated creation of personalized emails and intelligent lead qualification.
•Expansion of omnichannel features through improved telephony and SMS integrations for global sales teams.
•Optimization of workflow automations to reduce manual data entry and increase team efficiency.
•Introduction of advanced security and compliance standards to support international data protection guidelines.
•Expansion of the global partner program to open up new regional markets in the B2B sector.

Source: Publicly available product updates or press releases from Salesmate.

🎬Videos & screenshots

See Salesmate in action

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