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CRM & sales

Salesmate

Salesmate CRM on your phone line: your agent looks up companies and adds leads during calls.

Connect Salesmate to AgentCalls and your voice agent can work inside your CRM while it talks to customers. When a caller asks about an account, your agent can pull up the company record and answer from it. When a new prospect calls, it can register the company and capture the details you need. Your team gets a clean, up-to-date CRM without anyone typing notes after the call. Connect with your own Salesmate credentials from its settings, and manage what the agent can access from your AgentCalls dashboard.

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What your agent can do with Salesmate

  • Look up a company record by ID and read its details during the call.
  • Create a new company in Salesmate when an unknown organization calls in.
  • Add products to your catalog so the agent can reference them in conversations.
  • Check which team members are active before routing a call or assigning a follow-up.
  • List your Salesmate modules so the agent uses the right record types.

Salesmate exposes 6 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound call from an existing client

  1. Caller

    Hi, this is Dana Whitfield from Northgate Dental. Can you check on our account?

  2. Agent

    Of course, Dana. I can see Northgate Dental in our system. What would you like to know?

  3. Caller

    Just confirm the contact we have on file for billing.

  4. Agent

    The billing contact is Marcus Reid, last updated in March. Would you like me to note a change?

New prospect registering interest

  1. Caller

    I run a landscaping company called Greenline Yard Care. We're looking at your service.

  2. Agent

    Thanks for calling. Let me set up a record for Greenline Yard Care so our team can follow up.

  3. Caller

    Great. We have about twelve crew members and two offices.

  4. Agent

    Got it. I've added Greenline Yard Care to your CRM. A team member will reach out by Thursday afternoon.

Assigning a follow-up to an active teammate

  1. Caller

    Can you make sure someone gets back to Priya at Halvorsen Logistics today?

  2. Agent

    I can check who is available on the team right now. Would you like it assigned to Jordan or Sam?

  3. Caller

    Jordan is fine.

  4. Agent

    Done. Jordan is active and has the follow-up for Halvorsen Logistics before end of day.

How to connect Salesmate

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Salesmate

    From Integrations in the dashboard, choose Salesmate and enter the connection details from your Salesmate account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Salesmate actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work with Salesmate during the call or after it?

Both. During a call, your agent can look up companies, create records and check active users in real time. You can also use these actions in follow-up tasks after the call ends.

What do I need to connect Salesmate?

You need an active Salesmate account. Enter your own Salesmate credentials from its settings, then sign in to your AgentCalls dashboard to link the account and choose the actions the agent can use.

Which plan includes Salesmate integration?

Tool integrations, including Salesmate, are included from the AgentCalls Growth plan.

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Put your agent to work with Salesmate.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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