Product Updates

Salesmate now enables contacts to opt out of receiving text messages through Twilio, Dialer, or RingCentral using specific keywords, similar to Salesmate native Calling and Texting.

Salesmate has expanded the visibility of additional PandaDoc tokens.

Salesmate now offers the capability to seamlessly customize the fields within the Deal Card. Simply enable/disable the fields as per your requirement.

You can now merge records in a Custom Module similar to other system modules.

Salesmate has enhanced the Listing operations to provide you with a powerful suite of capabilities. You can swiftly customize your columns by adding or removing them and even collapsing them for a cleaner view. Renaming fields is a breeze, and you can effortlessly add multiple views as tabs, allowing you to switch between them with ease.

Salesmate has introduced the Tag Customization feature, allowing you to create a visual and tailored system for organizing your data that's not only aesthetically appealing but also aligned perfectly with your unique requirements.

Target a specific audience to show personalized messages, offers, promotions, etc. with Chat Journeys

Associate multiple tags to conversations handled by Chat Journeys

In Automation Journeys, you can create new contacts when text messages are received from unknown numbers. Salesmate will use the phone number as the name and create a new contact.

Now Salesmate custom email tracking links are SSL supported, so no more blocking by email or virus scanners tools. It will give your customers peace of mind that they are not clicking anything spammy.

New contact filters to know who opened or replied to an email with a subject, campaign, or template.

We have added a new option to send a test email and text before making a Sequence live.

Our chat journeys now support a new trigger called “Event”.

Exciting changes in the way you see deal board and cards!

Pop-out the email compose box to a new window while you can freely access other screens.

View records or navigate between screens while composing the email. We've moved the "Insert Template" and "Meeting Scheduling" options to the top of the compose box.

Quickly find the Salesmate Score near the contact profile photo within the contact detail and quick view.

RingCentral integration is now compatible with the latest version of RingCentral app.

Every user can view their Active Devices and Access History

Admins can view all the active devices of any user and access history.

We’ve added a calendar view, so you can reschedule activities in fewer clicks.

An option to email everyone associated with a particular activity.

Use Up & Down keys of the keyboard to switch between emails. Works for Inbox & Team Inbox, both.

JavaScript API functions for Meeting Scheduler for analytics or third-party tools.

Invite your contacts to join Google Meet or Microsoft Teams meetings directly from mobile apps.

Get notifications on your scheduled activities on time. Just define the time duration you want the notification prior to the activity.

View contact’s basic details, past conversations, recent events, and page views from the messenger inbox and contact detail page.

Now you can add/remove contacts to an ongoing messenger conversation.

Edit Contact, Company, Activity, and Deal records directly from the list view.

We have brought your favorite activity widget to show your due and upcoming activities

Get notified of your scheduled Activities on time.

Text Inbox screen now shows two views - All & Inbox

Set up bulk operations for all bounced and failed emails in your sequences.

Have a record of your conversation history by downloading chat transcript in text format.

Track any recent conversation without switching between multiple screens with quick view option.

Set an order for your email threads based on your preference for optimal efficiency.

Messenger widget is now faster and lighter so it can load on your website quicker than ever before.

Auto-create deals whenever a new contact or company is added inside the system. Now, create deals on the go.

Now get the liberty to auto-enroll contacts to sequences using workflows.

Get the freedom to choose the owner of each web form and manage data efficiently.

Now get access to insightful reports right from your mobile screens.

The recording will be automatically stopped when you receive a call while listening to a voicemail or old sales call.

Easily find the user or the number using quick search and transfer the call to provide real-time assistance to your valuable clients.

Choose which notifications should be displayed under the bell notification center by enabling the bell notification for specific activities that are important to you.

Get better context to the deal notification emails by getting the deal name, contact name, and the associated company name inside the emails.

Now you no longer need to add the deal name manually while creating a deal. The deal names will be automatically assigned by fetching the company name.

Now access contact information at a click from the list of scheduled email under sequences.

The compulsion of adding the Last Name is removed. Now you can either provide a first name or last name and create or import a new contact with ease.

Declutter your Team Inbox conversations with newly added Filters.

Bulk enroll deals and make contacts a part of a Sequence.

Edit content, change SMTP, and change the phone number of an ongoing sequence.

Get better bifurcation of calls using newly added filters.

See alias and phone number types in Calling Popup.

Auto-associate forwarded Bcc emails with existing contacts in Salesmate.

Get a new smart field inside Salesmate for the company module that will auto calculate the number of associated contacts with a company.

A revived activity listing page, giving you more options to filter activity quickly using activity types and due period.

An improved user listing screen to show better and clear information about user ids and whether they have enabled Two-factor authentication or not.

Now any missed incoming call will not be auto-logged as a closed activity. Instead, will remain in open status. So the user doesn't miss that out and can manually close it.

When you receive an email, just select the relevant deal you want to attach the email conversation.

Global search UI/UX improvements in Salesmate web app...