Salesmate

Salesmate is a CRM for small and midsize businesses that runs deal pipelines, email sync, built-in calling and Smart Flows automation, priced per user.

Salesmate gives a sales team one shared place for deals, contacts, conversations and follow-ups, so a customer's history never sits in a single rep's inbox. Rapidops Inc., based in Charlotte, North Carolina, trades under the Salesmate name and founded it in 2016. The same account also covers marketing automation, a support inbox and AI agents. Sales, marketing and service staff therefore read one customer record. Deals move across stages on a drag-and-drop pipeline board, and Forecast Value weighs each deal by its chance of winning. Full email sync logs sent mail and replies against the contact, while the Meeting scheduler shares booking links tied to Google or Microsoft calendars. Smart Flows run automations when a record changes, updating fields, creating records or sending email. The Pro tier adds Sequences, Product & quote management, ticket management, a Team inbox and the Sandy AI assistant. Business brings custom modules, calculated fields, surveys, SLAs and a Power dialer with Voicemail drop. Basic is aimed at startups and small businesses that run one pipeline across email, phone and text. Pro fits growing midsize teams that want outreach sequences and quotes built from deal products. Business suits companies that line up sales, marketing and support on shared records and goals, and Enterprise adds audit logs, IP restriction and a dedicated account manager. Salesmate is bought per user on a monthly or annual plan, with every user in an account on the same tier, after a trial that opens every feature to the whole team. Reps call and text prospects from the built-in phone, log the outcome on the deal and leave the next email to a Smart Flow. Leads arrive through embedded website forms, and duplicate rules flag a second record before a merge keeps one master contact. Teams on Google Workspace or Office 365 connect mail and calendars at setup, and firms that invoice in Xero or QuickBooks Online link them through integrations included with every plan. The iPhone and Android apps carry the same records out of the office, where reps log activities and set reminders between customer visits.