Used For

• +**Your reps are switching between CRM, dialer, and email 50 times a day** → Make calls, send texts, and update deals without leaving one screen
• +**Follow-ups get forgotten and leads go cold** → Automated sequences send the right message at the right time based on deal stage
• +**You have no idea where deals are actually stuck** → Visual pipelines show bottlenecks instantly instead of digging through spreadsheets
• +**Contact data is scattered across sticky notes and email signatures** → AI assistant enriches profiles and logs call notes automatically
• +Built-in product catalog with pricing - track what you're actually selling instead of generic "deal values"

Best For

• >Your sales team is losing deals because nobody knows who promised what
• >You're paying for separate tools for calling, emails, and deal tracking when you need it all in one place
• >Manual follow-ups are falling through the cracks and your conversion rate is tanking

Not For

• -Solo entrepreneurs or teams under 10 people — you'll pay for seats you don't need and features that are overkill
• -Companies wanting bare-bones simple — the AI and automation bells and whistles add complexity even if you don't use them
• -Enterprise teams over 500 users — lacks the advanced security and admin controls that big companies actually need

Pairs With

• *QuickBooks Online (to pull invoice data into customer records instead of manually tracking payments)
• *Slack (where deal updates get posted so your team knows when something big closes)
• *Gravity Forms (to capture WordPress leads directly into your pipeline instead of CSV imports)
• *Clearbit (for automatic contact enrichment so you're not googling every prospect)
• *Zapier (to connect the random tools Salesmate doesn't integrate with natively)
• *Google Workspace (for email sync and calendar scheduling since you're probably not ditching Gmail)

The Catch

• !The basic $12 plan is pretty bare bones — you'll want the $29 Pro plan for the AI and automation that makes it actually useful
• !Sandy AI is helpful but not magic — you'll still need to clean up its call notes and email drafts
• !Built for SMBs so enterprise features like advanced SSO are limited compared to Salesforce

Bottom Line

The CRM for teams tired of switching between 8 tabs just to follow up on a lead.