SM

CRM research record

Salesmate

A sales CRM for small and mid-sized teams with pipeline management, email and sequences, automation, reporting, communication, and customer-journey tools.

Decision summary

Who Salesmate fits best

Growing agencies seeking a feature-rich sales workflow without moving immediately to enterprise CRM pricing.

Analysis scope

Official-source analysis record

This record uses dated official product evidence and transparent editorial fit factors. It is a research starting point, not a substitute for testing the product with your own data and workflow.

See how we analyze CRMs and how to run your own test →

Reasons to shortlist it

  • Balanced automation and outreach features
  • Multiple tiers for growing teams
  • Sales, marketing, and support expansion path

Trade-offs to test

  • The broad feature set may be more than a very small team needs
  • Enterprise onboarding and certain communication costs are separate from seat pricing

Fit profile

Editorial fit factors

These 1–5 ratings power the transparent finder. They are editorial decision weights, not customer review scores.

Ease of adoption4/5
Automation5/5
Reporting4/5
Outreach5/5
Marketing connection4/5
Customization4/5
Project delivery2/5
Calling4/5

Technical fit

Salesmate integrations, API, and webhooks

Salesmate documents direct integrations, automation-platform connections, product APIs, and API or webhook actions inside Smart Flows.

WebhooksOfficially documentedChecked 23 Aug 2026

Priority connections in our current snapshot

Google WorkspaceMicrosoft 365QuickBooksZapier
  • Workflow HTTP actions and inbound or outbound webhooks serve different integration patterns.
  • Confirm plan access, API authentication, supported events, and connector-specific field mappings.

A listed integration does not prove two-way sync, inclusion in your plan, or zero additional cost. Verify the exact app, provider, objects, direction, limits, and pricing before committing. Compare integration access across all researched CRMs →

Price snapshot

Plans in the calculator

Basic

$23/user/month

Monthly equivalent, billed annually.

Pro

$39/user/month

Monthly equivalent, billed annually.

Taxes, usage charges, add-ons, implementation, onboarding, and negotiated discounts are excluded unless a plan note explicitly says otherwise. Check current official pricing ↗

Evidence

Official sources