Salesmate
salesmate.ioSalesmate is a sales engagement and CRM platform built to help teams move faster by keeping customer and deal information up to date. It supports lead and contact management, pipeline tracking, and streamlined deal creation so reps can focus on outreach and next steps. Salesmate is trusted by sales teams looking to maintain clean pipeline data and improve follow-through across the sales lifecycle.
Connecting Salesmate helps BOBs maintain a living, accurate pipeline. BOBs can keep contact records current, add new contacts when leads appear, and create new deals so opportunities don’t get lost. With deal and contact events available, BOBs can immediately trigger follow-up actions—like preparing outreach, updating related systems, or scheduling next steps—while keeping Salesmate aligned with what’s happening across your business.
This unlocks broader use cases such as hands-off lead intake to CRM, automated pipeline creation from inbound signals, and consistent operational hygiene (no stale fields, fewer manual copy/paste tasks). BOBs can also coordinate multi-app sales operations so new opportunities are promptly worked, not just recorded.
What can BOBs do with Salesmate?
Perform actions
- Add Contact
- Add Deal
- Update Contact
Listen to real-time events
- New Contact
- New Deal