Salesmate
Free trialA sales CRM with built-in calling, texting, sequences and a shared inbox for small and midsize sales teams.
Best for small and midsize sales teams that want pipelines, calling, texting and email sequences in one CRM
Facts checked November 4, 2026 · First written by Mutuo Mbilla
The short answer
Salesmate suits teams that call and email prospects and want the phone, the pipeline and the follow-ups in the same place. Basic starts at $23 a user a month billed yearly and covers pipelines, email sync and tracking, web forms and a meeting scheduler, but sequences, the team inbox and the Sandy AI assistant start on Pro at $39, and the power dialer needs Business at $63. Calls and texts cost extra on top, through phone numbers from $1.10 a month and prepaid credits, and Salesmate gives no refunds once a period is paid.
Choose it if
- Your reps make a lot of calls and you want click-to-call, recording and transcripts inside the CRM instead of a separate phone app
- You want one subscription for sales and simple support: Pro adds a shared team inbox and ticket management alongside deals
- You send quotes and want products and quotes tied to deals, which come with Pro
- Your team needs field-level permissions and single sign-on without paying enterprise prices; both are on Pro
- You want to try it with the whole team first: the 15-day trial has every feature and no limit on users, and Salesmate will extend it if you ask
Skip it if
- You want a free CRM. Salesmate has no free plan, while HubSpot and Zoho CRM do
- You only need a simple pipeline on the cheapest plan. Basic leaves out sequences, the team inbox and Sandy AI, and the power dialer and voicemail drop need Business
- You want to know your monthly bill in advance. Calls and texts are paid for with numbers and top-up credits, and automations and AI agents draw on monthly credit allowances
- You might change your mind mid-term. Salesmate's pricing FAQ says fees are non-refundable, including unused months and voice credits
- You need a large native app directory. Salesmate's integrations page lists about 46 apps, with Zapier, Make and the API covering the rest
Main features
Deal pipelines
Track deals through your own stages in several pipelines, with activities, tasks and calendar sync attached. Business adds deal credit splits, so more than one rep can share credit for a deal.
Built-in calling
Buy local or toll-free numbers and call leads from the CRM, with calls recorded, transcribed and summarized by AI and logged to the contact. Business adds a power dialer for calling down a list and voicemail drop.
Texting
The same numbers send and receive texts, including bulk SMS, so text conversations sit on the contact record next to calls and emails.
Email sync, tracking and sequences
Every plan syncs your mailbox, tracks the emails you send and gives you reusable templates. From Pro, sequences keep sending follow-ups until the prospect replies.
Automation builder
A drag-and-drop builder sets up drip campaigns and multi-step workflows, such as birthday or anniversary emails sent on the right date. Workflow runs draw on smart flow credits included with each plan.
Team inbox and tickets
From Pro, a shared inbox lets the team answer customer messages together, and ticket management with SLAs on Business covers simple support without a separate help desk.
Sandy AI and AI agents
Pro includes Sandy AI, Salesmate's built-in assistant. Every plan also gets monthly AI agent credits for Salesmate's AI agents, which draft replies and suggestions for your team or handle routine questions on their own.
Products and quotes
On Pro and above, add your products to deals and send quotes from the CRM.
Reports and goals
Basic has standard dashboards and reports. Pro adds custom dashboards and sales goals, and Business adds advanced goal management.
Custom modules
Business lets you add your own objects beyond contacts, companies and deals, plus calculated fields and custom duplicate rules.
Pricing
US dollar prices per user from salesmate.io/pricing, checked November 4, 2026, with yearly billing selected (the page's default). Salesmate says yearly billing saves up to 20% but doesn't publish the monthly-billed rates. Calling and texting need phone numbers, which start at $1.10 a month, plus voice credits you top up. Enterprise onboarding packages start at $1,999. Annual plans can be paid by invoice, and bank transfer is accepted on annual subscriptions over $500.
Basic
$23 a user, billed yearly / month
Contacts and companies, deal pipelines, email sync, templates and tracking, meeting scheduler, web forms, standard reports, 5,000 smart flow credits per user and 1,000 AI agent credits per account a month
Pro
$39 a user, billed yearly / month
Everything in Basic plus sequences, products and quotes, tickets, team inbox, custom dashboards and goals, field permissions, SSO, Sandy AI, 10,000 smart flow credits per user and 3,000 AI agent credits per account
Business
$63 a user, billed yearly / month
Everything in Pro plus power dialer, voicemail drop, custom modules, surveys, SLAs, deal credit split, advanced goals, 15,000 smart flow credits per user and 5,000 AI agent credits per account
Enterprise
Custom / year
Everything in Business plus audit logs, IP restriction, a dedicated IP, dedicated account manager, quarterly business reviews and 24x7 support
Reviews
Write a reviewNo reviews yet. If you use Salesmate, yours would be the first.
Alternatives to Salesmate
| Product | Choose it instead if | Starts at |
|---|---|---|
| Pipedrive | You care most about a visual deal pipeline and want an AI assistant on every plan | |
| Close | Calling is the center of your sales process and you want it priced into the plan | $9 a month for one user,... |
| HubSpot | You want a free CRM to start and marketing tools from the same vendor | Free |
| Zoho CRM | You need a free plan for up to 3 users or already run other Zoho apps | Free for up to 3 users |
Questions people ask
How much does Salesmate cost?
Billed yearly, Basic costs $23 a user a month, Pro $39 and Business $63, and Enterprise is priced by quote. Salesmate says monthly billing costs up to 20% more but doesn't list those rates. Calling and texting cost extra. Prices were checked on November 4, 2026.
Does Salesmate have a free plan or free trial?
There's no free plan. The free trial lasts 15 days, includes every feature and lets you invite as many teammates as you like. If you need longer, Salesmate says it will extend the trial when you ask.
How does Salesmate's calling and texting pricing work?
You buy local or toll-free numbers, which start at $1.10 a month, then top up credits for calls and texts. The rates by country are on a separate page. The power dialer and voicemail drop are only on the Business and Enterprise plans.
What are smart flow credits and AI agent credits?
Smart flow credits pay for workflow automations: Basic includes 5,000 per user a month, Pro 10,000 and Business 15,000. AI agent credits are shared across the account (1,000, 3,000 and 5,000 a month) and are used up by certain actions your AI agents take. You can buy more of both.
Does Salesmate offer refunds?
No. Salesmate charges in advance for each month or year and says all fees are non-refundable, including user seats and voice credits, even if you stop using the account. If you upgrade, the unused part of what you prepaid goes toward the new plan.
Does Salesmate have a mobile app?
Yes. Salesmate has apps for iOS and Android, included on every plan, and a Chrome extension that works inside Gmail.
Sources we checked 7
- salesmate.io/pricing for US dollar plan prices with yearly billing selected, plan contents, credits, calling and SMS number pricing, 15-day trial and extensions, refunds, payment methods, support hours, mobile apps, Chrome plugin, API, onboarding price checked November 4, 2026
- salesmate.io for product areas, AI co-pilot and autopilot, iOS and Android apps, Chrome extension, 700+ integrations claim, 8,500+ businesses checked November 4, 2026
- salesmate.io/about-us for launched in 2016 checked November 4, 2026
- salesmate.io/integrations for 46 listed integrations, Zapier, Make, Integrately, Pabbly Connect, API docs checked November 4, 2026
- salesmate.io/calling-virtual-phone-system for click-to-call, power dialer, recording, transcription, AI call summaries checked November 4, 2026
- salesmate.io/automation for sequences, drag-and-drop automation builder, drip campaigns, date-based emails checked November 4, 2026
- salesmate.io/privacy-policy for legal entity Rapidops Inc. d/b/a Salesmate, Delaware corporation, Charlotte, North Carolina contact address checked November 4, 2026