The Salesmate Insider’s Guide
Everything we know about Salesmate in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.
Salesmate
The Insider’s Guide
CRM with sales, marketing automation and support tools in one
Every plan, grade, refund rule and rival among CRM tools, read from Salesmate’s own pages.
Made by Salesmate · checked Oct 5, 2026 · toolgpa.com
Contents
- 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
- 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
- 03What it doesIts main features, where it runs, what it works with and who makes it
- 04Where it standsIts grades against its category, and whether to keep it or make your own
- 05The alternativesThe tools it is most often weighed against, side by side
- 06Quick answersThe questions people ask about it, each answered in a line or two
- 07About ToolGPAWho made this guide, what else is on the site, and how to cite it
ToolGPA put this guide together from Salesmate’s own pages, its app-store listings and our grades. Every fact in it is on Salesmate’s page too, where it is kept up to date. Checked Oct 5, 2026.
Part 01 · Overview
Welcome
What it is, who it suits, its grades and the ten things to know first
2.6
GPA, above 35 of the 48 other CRM tools we grade
Salesmate is a CRM that covers deal pipelines, email sync and sequences, marketing campaigns, ticketing and a meeting scheduler in one product. Automations called Smart flows run on a monthly credit allowance that grows with each plan, and built-in calling and texting are sold as an add-on. It is priced per user in three plans plus a custom Enterprise tier, with a 15-day trial instead of a free plan.
To get you started, here are 9 things to know about Salesmate, taken from its own pages and our grades.
- 1
Best for sales, marketing and support in one CRM
Salesmate puts deal pipelines, email sequences, marketing campaigns, support tickets and a meeting scheduler in one CRM, with calling and texting inside it.
- 2
Paid plans start at $23 a month for each person
As its pricing page puts it: $23 per user / month, billed annually ($29 billed monthly).
- 3
You can try it first
15-day free trial with all features and unlimited users, no credit card required
- 4
It runs on 3 platforms
Web, iOS and Android, with a browser extension too.
- 5
Deal pipelines and contacts
Contacts, companies, deals, activities and conversations are managed in one place, with deal pipeline management and custom fields on every plan.
- 6
Email sync, templates and sequences
Full email sync with templates and tracking is in Basic. Automated multi-step sequences and a shared team inbox start on Pro.
- 7
Smart flows automation
Sales and marketing automations run as Smart flows on a monthly credit allowance: 5K per user on Basic, 10K on Pro and 15K on Business, with extra credits sold as an add-on.
- 8
A 2.6 GPA, above 35 of 48
That is against the other CRM tools we grade, on value, the free plan, features, ease of use and platforms.
- 9
Keep it
To replace Salesmate you would be making email sent in volume that still reaches the inbox. That is not a weekend's work, with an AI app builder or without one.
Salesmate at a glance
- Pricing
- Free trial, from $23 per user / month, billed annually ($29 billed monthly)
- Free plan
- No
- Free trial
- 15-day free trial with all features and unlimited users, no credit card required
- Runs on
- Web, iOS, Android, Browser extension
- Made by
- Salesmate, since 2016
- Category
- CRM Software
- Our grade
- 2.6 GPA, good
- Store rating
- 4.7 on the App Store, 631 ratings
The report card
Best for sales, marketing and support in one CRM
Salesmate puts deal pipelines, email sequences, marketing campaigns, support tickets and a meeting scheduler in one CRM, with calling and texting inside it. Basic is $23 a user on yearly billing. But sequences and ticketing wait for Pro at $39, automations spend a monthly credit allowance, calling, texting and AI agent credits are billed on top, and fees aren't refunded.
| Subject | Grade | Comment |
|---|---|---|
| Value for money | C | Basic is $23 a user a month on yearly billing, bang in the middle for a paid CRM here, with full email sync, a scheduler and web forms in it. Sequences, ticketing and the AI assistant wait for Pro at $39, and calling, texting and extra automation credits all cost more again. |
| Free plan and trial | C | No free plan. The 15-day trial does have every feature, takes as many teammates as you like and doesn't ask for a card. Fees are non-refundable once you're paying, including unused time. |
| Features | B | Pipelines, email sync and tracking, sequences, automations called Smart flows, quotes, a ticket desk, a shared inbox and built-in calling with a power dialer. Sales, marketing and support covered, with a good chunk of it starting on Pro or Business and calling sold as an add-on. |
| Ease of use | B | 4.69 from about 630 App Store ratings, from a modest crowd. One thing to get your head around early: automations spend credits, 5,000 per user a month on Basic, so there's a meter running. |
| Platforms and integrations | B | Web, iPhone, Android and a browser extension, with no desktop app. It connects to Google Workspace, Microsoft 365, QuickBooks Online, Xero, Slack, Mailchimp, DocuSign and Zapier, and there's an API. |
An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.
Who Salesmate is for
- Fits if you want sales, marketing and support in one CRM and not three tools
- Works for teams that call and text prospects and want it all logged in the CRM
Who it is not for
- Skip it if you want a free plan, since you'll need a paid one after 15 days
- Pricey if you lean on calling, texting or AI agents, billed on top, and the power dialer needs Business at $63
- Tight if you're on Basic and want sequences, ticketing or a shared inbox, which start on Pro at $39
- Watch out: automations spend credits, 5,000 per user a month on Basic, and extra credits cost more
- Not for you if you might want money back, as all fees are non-refundable, including unused time
Good to know
Good for
- Small and mid-sized teams that want sales, marketing and support in one CRM
- Sales teams that call and text prospects from inside the CRM
- Teams that want to try every feature with colleagues before paying
Worth knowing
- There is no free plan; a paid plan is needed after the 15-day trial.
- Sequences, ticketing, team inbox, SSO and Sandy AI are not in Basic, and the power dialer needs Business.
- Calling, texting, extra Smart flow credits and AI agent credits cost extra on top of the per-user price.
- Salesmate states that all fees are non-refundable, including unused parts of a billing period.
Part 02 · Pricing
What it costs
Every plan, the free plan, ways to pay less and how prices have moved
$23
A month to start, for each person
Salesmate is a paid product with a free trial, starting at $23 per user / month, billed annually ($29 billed monthly).
Fees are non-refundable once you're paying, including unused time.
Basic
$23
per user / month, billed annually ($29 billed monthly)
Contacts, deal pipelines, full email sync, meeting scheduler, web forms, standard reports and 5K Smart flow credits per user a month.
Pro
$39
per user / month, billed annually ($49 billed monthly)
Adds sequences, product and quote management, ticketing, team inbox, custom dashboards with goals, SSO, Sandy AI and 10K credits.
Business
$63
per user / month, billed annually ($79 billed monthly)
Adds custom modules, surveys, service level agreements, calculated fields, power dialer, voicemail drop and 15K credits.
Enterprise
Custom
Adds audit logs, IP restriction, a dedicated IP, a dedicated account manager and 24x7 support. Onboarding packages start from $1999.
Trying it first
15-day free trial with all features and unlimited users, no credit card required
Read from salesmate.io on Oct 5, 2026.
Ways to pay less
Annual discount
Save up to 20% with annual billing
The pricing page advertises up to 20% off for annual billing: Basic is $23 per user a month billed annually against $29 billed monthly.
Stated on salesmate.ioStartups
Salesmate for Startups discounts
Early-stage startups, typically pre-seed to Series A, can apply for discounted plan pricing, onboarding help and a sandbox environment. The discount amount is not published.
Stated on salesmate.io
Part 03 · Features
What it does
Its main features, where it runs, what it works with and who makes it
4
Places it runs: Web, iOS, Android and Browser extension
CRM with sales, marketing automation and support tools in one. Here is what it does, as its own site describes it, and what it covers: public API, AI features, booking links, sales pipeline, marketing automation, workflow automation, forms.
Sales, marketing and support covered, with a good chunk of it starting on Pro or Business and calling sold as an add-on.
- Deal pipelines and contacts
- Contacts, companies, deals, activities and conversations are managed in one place, with deal pipeline management and custom fields on every plan.
- Email sync, templates and sequences
- Full email sync with templates and tracking is in Basic. Automated multi-step sequences and a shared team inbox start on Pro.
- Smart flows automation
- Sales and marketing automations run as Smart flows on a monthly credit allowance: 5K per user on Basic, 10K on Pro and 15K on Business, with extra credits sold as an add-on.
- Calling and texting
- A paid add-on for making and receiving calls and texts inside the CRM, with numbers from $1.1 a month. Power dialer and voicemail drop need the Business plan.
- Ticketing and support tools
- Ticket management arrives on Pro, and Business adds surveys and service level agreements for customer support teams.
- Sandy AI and Skara agents
- The Sandy AI assistant is included from Pro. Skara AI agents have their own pricing tab and run on a credit system, with credits sold as an add-on.
Where it runs
- Web
- iOS
- Android
- Browser extension
What it works with
- Google Workspace
- Microsoft 365
- QuickBooks Online
- Xero
- Zapier
- Slack
- Mailchimp
- DocuSign
Salesmate is made by Salesmate, and has been around since 2016.
Part 04 · Standing
Where it stands
Its grades against its category, and whether to keep it or make your own
35/48
Other CRM tools it is graded above
Salesmate's GPA of 2.6 is higher than 35 of the 48 other CRM tools we grade, and level with 4.
It stands best on ease of use (B, above 37 of 48) and worst on free plan and trial (C, above 4).
Its paid plans start at $23 a month for each person, against a middle price of $24 for the category: 20 of the 46 others that charge start lower.
On features, ease of use and platforms it scores 3.0 out of 4. 1 tool scores higher and costs less.
Each grade against the category
Every bar is all 49 CRM tools we grade, cut by the letter each got. Salesmate’s own letter is outlined.
- CValue for moneyAbove 18 of 48
- CFree plan and trialAbove 4 of 48
- BFeaturesAbove 18 of 48
- BEase of useAbove 37 of 48
- BPlatforms and integrationsAbove 5 of 48
Price against what you get
Each dot is one of 47 CRM tools. Further left costs less; higher up scores better on features, ease of use and platforms. Salesmate is the marked dot.
What paid plans start at, a month (each step along is roughly double) →
Keep it, or make your own?
Whether this is something you could build for yourself with an AI app builder, and what you would give up.
Keep it
To replace Salesmate you would be making email sent in volume that still reaches the inbox. That is not a weekend's work, with an AI app builder or without one.
It is one of the better ones too: its GPA of 2.6 is higher than 35 of the 48 other CRM tools we grade. It costs $276 a year.
What you could make
- Sales pipeline and forms: an app builder makes these well.
What you could not
- Email sent in volume that still reaches the inbox.
- Connections to other products, each kept working as those products change.
- Booking pages that read and write other people's calendars and send the emails.
- A real app for iOS and Android. Something home-made would be a web page.
- It is priced for each person, which means accounts and billing for a team.
- AI features, unless you pay a model provider for each request yourself.
- The depth: we grade its features B, which means it covers the whole job.
What this rests on. Salesmate’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
Part 05 · Alternatives
The alternatives
The tools it is most often weighed against, side by side
Pipedrive, HubSpot, Freshsales, Zoho CRM and Close
The 5 tools Salesmate is most often weighed against, with where each one differs from it.
- 2.2GPA
Pipedrive
Free trial · from $14/mo
Sales CRM organized around visual deal pipelines.
- Only Salesmate lists a browser extension.
- Salesmate also covers booking links, marketing automation and forms.
- Pipedrive also covers transcription and kanban boards.
- 3.2GPA
HubSpot
Free plan · from $20/mo
Free CRM at the center of a marketing, sales and service suite.
- HubSpot has a free plan. Salesmate does not, though it has a free trial.
- Salesmate also covers forms.
- 2.8GPA
Freshsales
Free trial · from $9/mo
Sales CRM with built-in phone, email, chat and Freddy AI.
- Only Salesmate lists a browser extension.
- Salesmate also covers booking links, marketing automation and forms.
- Freshsales also covers kanban boards.
- 2.6GPA
Zoho CRM
Free plan · from $14/mo
Sales CRM with a free edition, process automation and Zia AI.
- Zoho CRM has a free plan. Salesmate does not, though it has a free trial.
- Only Salesmate lists a browser extension.
- Salesmate also covers booking links, marketing automation and forms.
- 2.4GPA
Close
Free trial · from $9/mo
Sales CRM with built-in calling, SMS, email and an AI teammate.
- Only Salesmate lists a browser extension.
- Only Close lists macOS and Windows apps.
- Salesmate also covers booking links, marketing automation and forms.
Part 06 · Questions
Quick answers
The questions people ask about it, each answered in a line or two
15
Questions, each answered in a line or two
The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.
Is Salesmate free?
No, Salesmate is a paid product, but you can try it first. 15-day free trial with all features and unlimited users, no credit card required.
How much does Salesmate cost?
Salesmate lists 4 plans. Basic: $23 per user / month, billed annually ($29 billed monthly).
What platforms does Salesmate work on?
Salesmate is available on Web, iOS and Android. It also has a browser extension.
Does Salesmate offer any discounts?
Salesmate publicly lists the following: Save up to 20% with annual billing; Salesmate for Startups discounts.
How is Salesmate rated?
Salesmate's iPhone and iPad app averages 4.7 out of 5 from 631 ratings on the App Store in the United States, as read on Oct 5, 2026.
Does Salesmate have a Windows app?
No Windows app was listed when its pages were read on Oct 5, 2026. Salesmate is listed for Web, iOS and Android.
Does Salesmate have a macOS app?
No macOS app was listed when its pages were read on Oct 5, 2026. Salesmate is listed for Web, iOS and Android.
Is Salesmate open source?
Salesmate is not described as open source on its own site, as read on Oct 5, 2026.
Does Salesmate have an API?
Yes. Salesmate offers a public API, according to its own site.
What does Salesmate integrate with?
Salesmate's listing names Google Workspace, Microsoft 365, QuickBooks Online, Xero, Zapier, Slack, Mailchimp and DocuSign.
Who makes Salesmate?
Salesmate is made by a company of the same name. It dates from 2016.
What are the alternatives to Salesmate?
The closest alternatives to Salesmate in our directory are Pipedrive, HubSpot, Freshsales, Zoho CRM and Close.
How does Salesmate compare with other CRM tools?
Salesmate's GPA of 2.6 is higher than 35 of the 48 other CRM tools we grade, and level with 4.
Is Salesmate good value for money?
ToolGPA grades Salesmate C for value for money. Its paid plans start at $23 a month for each person, against a middle price of $24 for the category: 20 of the 46 others that charge start lower.
Could I make my own version of Salesmate?
To replace Salesmate you would be making email sent in volume that still reaches the inbox.
Where this guide comes from
The prices, plans, platforms and features were read from Salesmate’s own pages on Oct 5, 2026, and the grades were given on Oct 10, 2026. Graded from this listing, whose facts were read from Salesmate's own pages on 5 October 2026, and its App Store rating. Also tested with a demo account on 2026-03-07.
Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by Salesmate. Prices change, so check salesmate.io before you buy.
Part 07 · About
About ToolGPA
Who made this guide, what else is on the site, and how to cite it
3,189
Tools graded, in 94 categories
ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.
Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.
3,189
tools graded
94
categories
426
price changes on record
579
apps priced in 12 countries
What else is on toolgpa.com
- Salesmate, kept up to dateEverything in this guide, with prices and grades as they are todaytoolgpa.com/tools/salesmate
- How grades are givenThe rules behind every letter and every GPAtoolgpa.com/grades
- Value chartsWhat each tool costs against what it scores, for every categorytoolgpa.com/charts
- CompareAny two tools side by side, plan by plantoolgpa.com/compare
- Price changesEvery price rise and cut on record, each with its sourcetoolgpa.com/price-changes
- Prices by countryWhat apps cost on the App Store in 12 countriestoolgpa.com/prices-by-country
- Pay lessEvery public discount: yearly billing, students, nonprofitstoolgpa.com/save
- Keep or makeWhich tools are worth paying for, and which you could build yourselftoolgpa.com/keep-or-make
Scan for the live page
Prices and grades as they are today
Quoting this guide?
Please name ToolGPA and link to the live page, so readers can check the figures for themselves:
ToolGPA, "Salesmate: The Insider's Guide", checked Oct 5, 2026. https://toolgpa.com/tools/salesmate
Know someone choosing between CRM tools?
Send them this guide: toolgpa.com/tools/salesmate/guide
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See our other guides
The best-graded CRM tools after Salesmate, each with an Insider's Guide of its own.
- CRM Software Insider's GuideEvery one of the 49 CRM tools we grade, compared
- HubSpot Insider's GuideFree CRM at the center of a marketing, sales and service suite3.2 GPA
- Bigin by Zoho CRM Insider's GuidePipeline-based CRM from Zoho for small businesses2.8 GPA
- Bitrix24 Insider's GuideFlat-priced CRM with tasks, chat, video calls and a site builder2.8 GPA
Choosing software? Every tool graded, every price dated.
Compare tools at toolgpa.com ›Everything in this guide is ToolGPA’s own summary of what Salesmate’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Salesmate is a trademark of its owner, and this guide is not made, paid for or approved by Salesmate. Prices and plans change: check salesmate.io before you buy.