Overview

Salesmate set out to redefine how businesses manage customer relationships, streamline sales processes, and enhance productivity. However, traditional CRMs were complex, inflexible, and failed to meet the evolving needs of modern sales teams. Salesmate aimed to create an intuitive, all-in-one solution that simplifies sales operations while driving efficiency and growth.

To achieve this vision, they partnered with us to transform their platform, ensuring seamless user experiences, intelligent automation, and scalable architecture, empowering sales teams to close deals faster and build stronger customer relationships.

Services

We partnered with Salesmate to design, develop, and scale a next-generation sales CRM that enhances team productivity, automates workflows, and delivers actionable insights. Our expertise in UX/UI design, cloud-native architecture, and AI-driven automation helped create an intuitive, high-performance platform tailored for modern sales teams. By integrating seamless multi-device access, robust data security, and intelligent analytics, we ensured Salesmate could provide a superior user experience, streamline sales processes, and drive business growth at scale.

World’s First Sales Operating System

World’s First Sales Operating System

Salesmate team wanted us to build the sales operating system that enables every business to organize, automate, and optimize their sales and customer journey their way. It needs to power every frontline sales team to engage prospects, win more deals, automate busywork, and improve their performance.

A Platform with Infinite Paths and Possibilities

Our initial challenge was to decipher the vision of “Sales OS” to discover the product and core features that sales reps actually need and want to use. We also had to position Salesmate in its own category to ensure its not looked at as just another CRM platform. Sure, you can manage your contacts and sales - but it so much more than that!

We knew that Salesmate is not going to another app - it is going to be a highly complex, multi-faceted platform that has to maticulously balance form, function and fun to create outstanding sales experiences. In addition, with the competitive market and demanding customer needs, Salesmate will have to grow and adopt quickly.

To deliver on the Salesmate promise, we collaborated with Salesmate team to devise the product strategy, roadmap, user experience, and platform architecture. We took an iterative approach with a long-term vision. To adopt to the changing needs and inherent complexity, we designed the entire platform to be modular, extendable and intuitive - one component at a time.

Features

Features
Features
Features
Features
Features
Features
Features
Features

Flex to Fit Any Sales Process

The feature set was vast and extremely complex. We needed to first build a robust yet highly flexible foundation that would allow customers to customize Salesmate to fit their unique sales process. There were more than 200+ configurable features, such as custom modules, custom fields, security roles and permissions, sales pipelines, custom reports and dashboards, smart views, and time zones.

We designed the technology, architecture, databases, and APIs that allowed us to deliver the MVP in 12 weeks without compromising flexibility and extendability.
Flex to Fit Any Sales Process

Automating the Sales Playbook

Timely follow-ups and consistent engagement are key drivers of sales growth. During our research, we found that sales reps spend a ton of time writing personalized emails and follow-ups, assigning leads, figuring out the next actions, and performing mindless tasks that can be better handled by smart and automated software.

With multiple research and design sessions, we devised and built a suite of features that can enable sales teams to save time from follow-ups and busy work.
Automating the Sales Playbook

Rapidops team architected and built a fully automated and containerized cloud platform for our 650+ live services, countless moving parts, and stringent security requirements. It reduced our costs by 40% and drastically improved performance and uptime.

Sam M.

Sam M.

Co-founder / Salesmate
Sam M.

Cloud Native Architecture

Salesmate is the primary system for all customer information and communication. Any downtime, even for minutes, stops thousands of sales reps’ from selling. The stakes are high.

Hence, we had to adhere to the highest standards of reliability, performance, and scalability. We built a world-class infrastructure and architecture on the Google Cloud Platform that automatically scales on-demand and restores from failures without human interventions.

The App Store & Ecosystem

We wanted to develop an ecosystem of apps that are complementary to Salesmate and are part of the user’s daily workflow. The “app store” strategy is crucial to drive adoption, awareness, and retention. Users can simply install the apps they like and start using them with Salesmate.

With APIs, SDKs, and Zapier interfaces, we enabled 700+ native and third-party integrations.
The App Store & Ecosystem

Impact

Most of Salesmate's customers work remotely and on-the-go too. And they need comprehensive access to their customer data and sales tools, not a cookie-cutter mobile app with limited functionality. Our mobile team, brought the entire Salesmate experience to Android, iPhone, and iPad with powerful native apps. It made Salesmate the most mobile-rich CRM and sales software on the market, and customers loved it.

200+

Configurable features

700+

Integrations

140+

Microservice automation

Impact