Salesmate

Name: Salesmate
Brand: Salesmate
Price: 233963 USD

Sequences, a dialer, and a CRM in one subscription under $65

Salesmate is a sales CRM with a built-in engagement layer, combining pipeline management with multi-step sequences that mix email, text, and call activities, a native cloud phone system with click-to-call and a power dialer, bulk SMS, a shared team inbox, meeting scheduling, marketing automation, and an AI assistant, priced from $23 per user per month with sequences at $39 and the power dialer at $63.

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Overview

Salesmate is what a sales engagement platform looks like when it is built on top of a CRM rather than beside one. Most tools in this category assume you already own Salesforce or HubSpot and exist to push activity into it. Salesmate assumes you own nothing and sells the whole apparatus: contacts, deals, pipelines, sequences, a phone system, texting, a shared inbox, a scheduler, tickets, and reporting under one login. For a small business that has been running outbound from a spreadsheet and a personal mobile, that consolidation is the entire pitch.

The engagement layer is genuinely multichannel in a way that most SMB tools are not. Sequences interleave automated emails, automated texts, and call activities, so a cadence can actually send the SMS rather than reminding a rep to send it. The phone system is native rather than an integration: numbers are provisioned inside Salesmate, calls are click-to-call with recording and automatic logging, and the power dialer works a list sequentially with configurable wait times and voicemail drop. LinkedIn is the one obvious absence; there are no LinkedIn steps at all.

The tier structure is where the real buying decision lives, and it is unusually consequential. Basic at $23 gives you a competent CRM with email sync and templates but no sequences whatsoever. Pro at $39 adds sequences, the team inbox, ticketing, and the Sandy AI assistant. The power dialer and voicemail drop do not appear until Business at $63. That means a team that wants both automated cadences and efficient dialing is buying the third tier, and the honest starting price for the full engagement story is $63 a seat, not $23.

The company is small and unusual in its structure. Salesmate is a product of Rapidops, a development firm headquartered in Charlotte, North Carolina, has taken no outside funding, and runs with a team of roughly thirty-five people across several continents. It has been shipping since 2016 without a pivot, which is a decent stability signal, but it also means there is no venture-funded roadmap behind the AI features and no enterprise support organisation behind the product.

Best for

Small and mid-sized sales teams that want a CRM, a dialer, and a sequence engine in one subscription instead of three, especially phone-heavy motions in insurance, real estate, agency, and local services where texting and calling matter more than LinkedIn.

Not the right fit for

Anyone whose outbound depends on LinkedIn; there are no LinkedIn steps, no connection automation, and no InMail handling anywhere in the product.
High-volume cold emailers; sending goes through connected mailboxes with no inbox rotation, no secondary-domain pooling, and no warm-up infrastructure, so the deliverability tooling a cold email operation needs is simply absent.
Teams that already run Salesforce or HubSpot; Salesmate wants to be your CRM, and buying it as an engagement layer on top of another CRM means paying for a system of record you will not use.
Buyers on the $23 Basic tier expecting sequences; sequences do not exist below $39 and the power dialer does not exist below $63, so the entry price is misleading if engagement is why you are shopping.
Enterprise buyers needing conversation intelligence, territory management, or a mature security programme; this is a thirty-five person unfunded company and the top tier is a custom quote with a $1,999 onboarding package attached.

How it works

1
You import contacts and companies, define pipelines and deal stages, and connect a mailbox. Email sync works with Gmail, Microsoft 365, and other webmail providers, so mail flows both ways and logs itself against records without a BCC ritual.
2
For outbound, you build a sequence: an ordered set of steps mixing automated emails, automated text messages, and call activities with defined intervals between them. Emails and texts execute automatically. Call steps surface as tasks in a rep's queue and are then dialed from inside Salesmate rather than on a separate phone.
3
The phone system is provisioned inside the product. You buy numbers, place click-to-call calls that log themselves with recordings against the contact record, and on the Business tier run the power dialer through a list with configurable wait times and one-click voicemail drop.
4
Replies land in the shared team inbox, where several people can work the same mailbox with internal notes and mentions rather than forwarding threads to each other. Meetings are booked through an embeddable scheduler with calendar sync and round-robin assignment.
5
Sandy AI, available from the Pro tier, drafts messages, summarises records, and answers questions about the pipeline. Automation credits, allocated per user per month and scaling from 5,000 on Basic to 15,000 on Business, are the meter that governs workflow automation and AI usage.
6
Everything reports back into dashboards covering pipeline, forecast, activity, and goal attainment, with custom dashboards and goal tracking unlocking at Pro.

Feature breakdown

28 features in 5 modules

Sequences and engagement

Genuinely multichannel across email, text, and calls, with no LinkedIn at all.

Multi-step sequences: Ordered cadences with defined intervals mixing automated emails, automated text messages, and call activities in one flow.
Automated email steps: Emails send from your connected mailbox on schedule with merge personalisation, stopping when a prospect replies.
Automated text steps: SMS actually sends rather than prompting a rep to send it, which is rarer than vendors imply and is one of Salesmate's real differentiators at this price.
Call activities in sequence: Call steps appear as tasks in a rep's queue and are dialed inside Salesmate with automatic logging, so the phone step is a first-class part of the cadence rather than a note.
Sequences gated at Pro: No sequence capability exists on the $23 Basic tier. The real entry price for engagement is $39 per user per month.
Email tracking: Open and link click tracking with template-level performance metrics so you can tell which messaging works.

Calling and texting

A native cloud phone system, not a third-party integration, which is unusual below $70 a seat.

Built-in cloud phone: Numbers are provisioned inside Salesmate and calls are placed from the browser or mobile app, with no separate telephony vendor required.
Click-to-call with recording: One-click dialing from any record, with the call recorded and logged against the contact along with the conversation history.
Power dialer: Works a list sequentially with configurable wait times between calls, removing the dead time that kills a calling block. A Business tier feature at $63.
Voicemail drop: One-click pre-recorded voicemail so a rep does not repeat the same message eighty times a day. Also gated at Business.
Bulk texting: Personalised SMS at volume with timezone-aware scheduling, usable standalone or as sequence steps.
Mobile calling: The iOS and Android apps place and log calls, so field reps stay inside the system rather than using a personal handset.

CRM and pipeline

The system of record underneath, and the reason the seat price is defensible.

Deal pipelines: Multiple customisable pipelines with stages, plus deal credit splitting for shared commissions on the Business tier.
Contact and company management: Full record management with custom fields, activity history, and segmentation, included from the $23 Basic tier.
Two-way email sync: Gmail, Microsoft 365, and other webmail providers sync bidirectionally so email logs itself against the record without manual effort.
Custom modules: Business-tier custom objects for data that does not fit contacts, companies, and deals.
Quotes and products: Product catalogue and quote generation from the Pro tier, which removes a separate proposal tool for simple deals.
Ticketing: A support desk included from Pro, so a small business can run post-sale support from the same record as the deal.

Shared inbox, scheduling, and automation

The team plumbing that stops a five-person sales team stepping on each other.

Team inbox: A shared mailbox worked collaboratively with internal notes and mentions rather than forwarded threads. A Pro-tier feature.
Meeting scheduler: Embeddable booking links with Google or Microsoft 365 calendar sync and round-robin assignment across a team.
Marketing automation: Drip campaigns, account-based journeys, and A/B testing so nurture and outbound run out of the same contact database.
Automation credits: The real usage meter: 5,000 per user per month on Basic, 10,000 on Pro, and 15,000 on Business. Heavy workflow automation is what consumes them.
Web forms: Capture forms that write directly into the CRM, included from Basic.

AI, reporting, and administration

Competent for a small team, with the useful controls placed high in the stack.

Sandy AI: An assistant that drafts messages, summarises records, and answers pipeline questions. Available from the Pro tier and requiring human review before anything goes out.
Dashboards and forecasting: Pipeline, revenue forecast, activity, and goal attainment views, with custom dashboards from Pro.
Goal management: Targets per rep with progress tracking, advanced on the Business tier.
Single sign-on at Pro: SSO appears at $39 rather than being reserved for an enterprise tier, which is better placement than most competitors manage.
Field permissions and roles: Per-field visibility control and custom roles from Pro, with IP restriction and audit logs at Enterprise.

Use cases

4 documented

Solo founder replacing a spreadsheet and a mobile phone

Leads tracked in a spreadsheet, calls made from a personal handset with nothing logged, and follow-up depending entirely on memory.

Pro at $39 a month, $468 a year for one seat, gives a real pipeline, sequences that send email and text automatically, click-to-call with recording, a scheduler, and Sandy AI. That is a complete sales operation for less than most engagement tools charge for sequences alone.

Five-rep phone-led sales team

Reps spend half of each calling block dialing numbers and leaving the same voicemail, and nothing they do reaches the CRM accurately.

Business at $63 a seat, roughly $3,780 a year for five, adds the power dialer and voicemail drop on top of sequences and the native phone system. Model it against a separate CRM plus a separate dialer plus a separate sequencer and the consolidation usually wins; model it against a $39 tier and note that dialing efficiency is what costs the extra $24.

Insurance or real estate agency

The motion is call and text, not email, and most sales engagement platforms treat SMS as an afterthought or a task reminder.

Automated text steps inside sequences with timezone-aware scheduling, bulk texting, and a native phone system make Salesmate one of the few tools at this price that treats the phone and SMS as first-class rather than bolted on.

Small business consolidating three subscriptions

A CRM, a separate calling tool, and a separate email sequencer, none of which agree with each other about what happened with an account.

One subscription covering all three, with calls, texts, emails, and deal stages sharing a single record. The saving is real but the true comparison is Pro or Business pricing rather than the $23 headline.

Pricing

from $23 per user per month (Basic); $39 for sequences; $63 for the power dialer

Per-seat subscription across four tiers with published prices for the first three, automation credits allocated per user per month, and a separately quoted onboarding package at the top.

Plan	Price	Includes
Basic	$23 per user per month	Contact, company, and activity management Deal pipelines and custom fields Two-way email sync, templates, and tracking Meeting scheduler, dashboards, and web forms 5,000 automation credits per user per month No sequences and no dialer. As an engagement purchase this tier does not exist; treat it as CRM only.
Pro	$39 per user per month	Everything in Basic Sequences across email, text, and call activities Team inbox and ticketing Quotes, products, and custom dashboards with goals Sandy AI, SSO, field permissions 10,000 automation credits per user per month The genuine entry point for anyone buying Salesmate as a sales engagement tool.
Business	$63 per user per month	Everything in Pro Power dialer and voicemail drop Custom modules and calculated fields Deal credit split, surveys, SLAs Advanced goal management 15,000 automation credits per user per month Dialing efficiency is what the extra $24 buys. For a phone-heavy team it pays for itself; for an email-led team it does not.
Enterprise	Custom quote per user per month	Everything in Business Audit logs and IP restriction Custom validation rules Dedicated account manager and 24/7 support Dedicated IP Quoted rather than published, and onboarding packages start at $1,999, which puts this tier outside the self-serve promise of the rest of the range.

Billing notes

The published $23, $39, and $63 figures are the standard listed rates; the first three tiers are buyable self-serve with a 15-day full-feature trial and no sales call.
Automation credits are allocated per user per month and scale with tier, so a team running heavy workflow automation on Basic will hit the 5,000 ceiling before it hits a feature limit.
Telephony is metered separately in the usual way for a cloud phone system: numbers and call minutes are consumables on top of the seat price, so a heavy calling team should budget beyond the subscription.
Enterprise onboarding packages start at $1,999 as a one-time fee, which is the only large upfront cost anywhere in the range.
The tier gating is the thing to model, not the headline price. Sequences at Pro and the power dialer at Business mean the honest cost of a full engagement setup is $63 a seat.

Value assessment: Measured against the assembled alternative, Salesmate is strong value. A five-rep team buying a CRM at $30, a dialer at $30, and a sequencer at $60 per seat would spend far more than $63 and get three systems that disagree about the same account. Measured against pure-play engagement tools, it is mid-market: Klenty and Outplay give you LinkedIn steps and deeper sequence analytics for similar money, and Reply.io throws in a contact database and an AI SDR. The deciding question is whether you want Salesmate to be your CRM. If yes, $39 to $63 is a good price for the whole stack. If you already have a CRM, you are paying for a system of record you will not use, and the engagement layer alone is not the best in class.

Strengths & limitations

Strengths

One subscription covers CRM, sequences, a native phone system, texting, a shared inbox, scheduling, ticketing, and marketing automation, which removes three or four vendor relationships for a small business.
SMS steps genuinely send inside sequences rather than appearing as reminders, which very few tools at this price actually do.
The phone system is native rather than an integration, with click-to-call, recording, automatic logging, and a power dialer at $63.
SSO appears at the $39 Pro tier rather than being reserved for an enterprise plan, which is better placement than most competitors.
A 15-day trial with full feature access and self-serve purchase on the first three tiers means you can evaluate the real product before committing.
Mobile apps for iOS and Android that place and log calls, so field-based teams stay inside the system.
Ten years of continuous development with no pivots, run without outside funding, which suggests it is priced to be sustainable rather than to buy growth.

Limitations

No LinkedIn capability of any kind: no connection steps, no message automation, no InMail handling, which rules it out for social-selling motions.
Sequences do not exist below $39 and the power dialer does not exist below $63, so the $23 headline price is not the price of the product most buyers are shopping for.
No deliverability infrastructure. Sending is through connected mailboxes with no inbox rotation, no secondary domains, and no warm-up, so it is unsuitable for cold volume.
Enterprise pricing is a custom quote with onboarding starting at $1,999, which breaks the self-serve pattern at the top of the range.
Automation credits are a real meter, and 5,000 per user on Basic runs out quickly once workflows are doing anything substantial.
The company is small and unfunded with roughly thirty-five staff, so the AI roadmap and support depth are modest next to venture-backed competitors.
Telephony consumables are billed on top of the seat price, so the true cost for a calling-heavy team is meaningfully above $63 a head.

Head-to-head comparisons

5 alternatives

Salesmate vs Breakcold

from $59 per month

Breakcold is $59 flat with $10 seats and owns LinkedIn, WhatsApp, and messaging-app conversations that Salesmate cannot see at all. Salesmate owns the phone, SMS sequences, quotes, tickets, and formal pipeline management that Breakcold does not attempt. Pick Salesmate for a call-and-text motion with a real CRM underneath, Breakcold for LinkedIn-led social selling.

Full Salesmate vs Breakcold comparison

Salesmate vs Streak

from $0 (free email tools), then $49 per user per month billed annually

Streak is a CRM inside Gmail at $49 a seat with mail merge and no phone system. Salesmate is a standalone CRM at $39 with sequences, texting, and a native dialer. Streak wins on adoption because reps never leave the inbox; Salesmate wins on capability and works regardless of which mail client you use. Google Workspace shops with email-led sales should look at Streak, phone-led teams at Salesmate.

Full Salesmate vs Streak comparison

Salesmate vs Ringy

from $119 per month for unlimited users

Both bundle a CRM with calling and drip campaigns for small teams. Ringy is $119 a month with metered minutes and texts and is squarely aimed at insurance and high-velocity lead calling. Salesmate is cheaper per seat, has a broader CRM with quotes and tickets, and offers proper email sequences. Ringy suits a pure lead-calling operation; Salesmate suits a business that also runs email and needs a real pipeline.

Full Salesmate vs Ringy comparison

Salesmate vs SmartReach

from $29 per month (Email Outreach Basic); $39 per month (Sales Engagement Basic)

SmartReach prices by prospect volume rather than by seat, includes email warm-up, inbox rotation, and verification, and offers LinkedIn as an add-on, none of which Salesmate has. Salesmate answers with a full CRM, quotes, tickets, and a native power dialer. Choose SmartReach when the job is outbound at volume with deliverability infrastructure; choose Salesmate when the job is running a whole small sales business.

Full Salesmate vs SmartReach comparison

Salesmate vs Klenty

from $50/user/mo (annual billing)

Klenty is the sharper pure-play engagement tool, with automated LinkedIn steps, a dialer, deeper cadence analytics, and better CRM integrations into Salesforce, HubSpot, and Pipedrive. Salesmate replaces the CRM rather than integrating with one. If you have a CRM you like, Klenty is the better engagement layer; if you do not, Salesmate is the cheaper way to get both.

Full Salesmate vs Klenty comparison

Implementation & onboarding

Setup time: Two to five days for a small team. Import and field mapping take a day, pipeline and sequence configuration another, and provisioning phone numbers and configuring the dialer a third. A single user can be productive the same afternoon.
Learning curve: Moderate. The CRM is conventional and familiar, but the product is broad, and teams commonly under-use the automation, ticketing, and marketing sides because they never get configured. Budget training time on sequences and on automation credits specifically.
Onboarding: Self-serve on Basic, Pro, and Business with a 15-day full-feature trial and no sales call required. Enterprise is quoted, and its onboarding packages start at $1,999.
Migration notes: CSV import handles contacts, companies, and deals, and the vendor supports migration from common CRMs. The harder part is telephony: porting existing numbers takes time and coordination with carriers, so plan the phone migration separately from the data migration. Exporting out is straightforward through the API and standard exports.

Platform, API & security

Platforms: Web applicationiOS appAndroid appNative cloud phone systemChrome extension
API: A documented REST API plus webhooks, with Zapier available for connections that are not native.
Compliance: GDPRSOC 2TCPA-relevant controls for SMS and calling
SSO: Single sign-on is available from the $39 Pro tier, with IP restriction and audit logs reserved for Enterprise.
Security notes: Field-level permissions and custom roles from Pro, audit logs and IP restriction at Enterprise, and a dedicated IP option for sending on the top tier. Call recording brings jurisdiction-specific consent obligations that are the customer's responsibility to configure.

Support & resources

Channels: Email supportLive chatPhone support24/7 support and a dedicated account manager on Enterprise
Documentation: A product knowledge base covering setup, sequences, the phone system, automation credits, and integrations, plus onboarding guides.
Community: No large user forum; the vendor runs a blog and product update log.

Company

Founded: 2016
Headquarters: Charlotte, North Carolina, United States
Ownership: Privately held and unfunded; a product of Rapidops Inc.
Employees: Around 35 across several continents
Funding: No outside funding raised. Salesmate is built and operated by Rapidops, a product development company headquartered in Charlotte.

Timeline

2016Founded as a product of Rapidops in Charlotte, aimed at small sales teams priced out of established CRMs.
2018Adds a native cloud phone system with click-to-call and call recording, distinguishing it from CRMs that only integrate with telephony vendors.
2020Ships sequences combining email, text, and call activities, turning the CRM into a genuine sales engagement tool.
2022Adds the power dialer, voicemail drop, and bulk texting, and extends into marketing automation and ticketing.
2024Introduces Sandy AI for drafting, summarising, and pipeline questions, and moves to automation credits as the usage meter.
2026Operates with roughly thirty-five staff across several continents on a four-tier structure from $23 to a quoted Enterprise plan, still unfunded.

Integrations

Gmail and Google Workspace
Microsoft Outlook and Microsoft 365
Google Calendar and Google Drive
Slack
Zoom
RingCentral
Clearbit
QuickBooks
Zapier
REST API and webhooks

Frequently asked questions

10 questions

What is Salesmate?

Salesmate is a sales CRM with a built-in engagement layer. It combines contacts, companies, and deal pipelines with multi-step sequences across email, text, and call activities, a native cloud phone system with click-to-call and a power dialer, bulk SMS, a shared team inbox, a meeting scheduler, ticketing, marketing automation, and the Sandy AI assistant.

How much does Salesmate cost?

Basic is $23 per user per month, Pro is $39, Business is $63, and Enterprise is a custom quote with onboarding packages starting at $1,999. There is a 15-day free trial with full feature access and no free plan. The important detail is the gating: sequences start at Pro and the power dialer starts at Business.

Which tier do I need for sequences?

Pro at $39 per user per month. The $23 Basic tier has no sequence capability at all, so if you are evaluating Salesmate as a sales engagement tool rather than as a CRM, $39 is your real starting price. If you also want the power dialer and voicemail drop, that is Business at $63.

Does Salesmate automate LinkedIn?

No. There are no LinkedIn steps, no connection request automation, and no InMail handling anywhere in the product. Sequences cover email, text, and call activities only. If LinkedIn is central to your outbound, look at Reply.io, Klenty, or La Growth Machine instead.

Is the dialer built in or an integration?

Built in. Salesmate provisions phone numbers itself, places calls from the browser and mobile apps, records them, and logs them against the contact automatically. The power dialer works a list sequentially with configurable wait times and voicemail drop, and appears on the $63 Business tier. Call minutes and numbers are metered separately from the seat price.

Does Salesmate send SMS automatically inside sequences?

Yes, and this is one of its genuine differentiators. Text steps execute rather than prompting a rep to send them, with timezone-aware scheduling and personalisation. Bulk texting is available separately as well. Very few tools at this price treat SMS as an automated channel rather than a task reminder.

How many emails can I send per day?

Whatever the connected mailbox allows. Salesmate sends through your own Gmail or Microsoft 365 account, and there is no inbox rotation, no secondary-domain pooling, and no warm-up. That makes it unsuitable for high-volume cold email and appropriate for the moderate, personalised volume a normal sales team produces.

What are automation credits?

The usage meter that governs workflow automation and AI actions. Allocations are 5,000 per user per month on Basic, 10,000 on Pro, and 15,000 on Business. A team running substantial automation will notice the Basic ceiling before it notices any feature limit, so factor credits into the tier decision rather than treating them as a footnote.

Who owns Salesmate?

It is a product of Rapidops Inc., a development company headquartered in Charlotte, North Carolina. Salesmate was founded in 2016, has taken no outside funding, and runs with roughly thirty-five people across several continents. Ten years of shipping without a pivot is a reasonable stability signal, but there is no venture balance sheet or enterprise support organisation behind it.

Where does Salesmate sit between a cold email tool and an enterprise platform?

In the middle, leaning toward CRM. It has none of the deliverability infrastructure of a cold email tool and none of the conversation intelligence, territory management, or forecasting rigour of an enterprise platform like Salesloft or Outreach. What it offers instead is completeness for a small business: one subscription that runs the pipeline, the phone, the texts, and the cadences without needing a CRM underneath it.

Editorial verdict

Salesmate is the right answer to a specific question: what should a small sales team buy when it needs a CRM, a dialer, and sequences and cannot justify three subscriptions? At $39 for sequences and $63 for the power dialer, the consolidation genuinely saves money and produces a single accurate record of what happened with an account. Automated SMS inside cadences and a native phone system are real advantages at this price. The gaps are equally clear: no LinkedIn at all, no deliverability infrastructure for cold volume, and a $23 entry tier that does not include the feature most engagement buyers are shopping for. If you already run Salesforce or HubSpot, buy Klenty or Outplay instead and keep your CRM. If you run nothing, Salesmate is one of the best-value complete sales stacks a small business can buy.

Written by the SaaSTracker editorial team. Awards, when shown, are judged against the published criteria in our methodology.