Salesmate

More than a CRM - Your revenue operating system

Sales

Compliance CertificationsGDPRCCPAISO 27001SOC2

Server LocationUnited States

About Salesmate

A platform for managing customer relationships and sales activities. It has contact management, email outreach, task automation and pipeline tracking. People use it to organize leads, track communication, and move deals through stages. It connects with email and apps to keep records up to date.

What Cakewalk Does With Salesmate

Govern who on your team and which agents can access Salesmate. AI agents can act inside Salesmate with the permissions of the person who asked. Cakewalk checks each call against policy, holds risky actions for approval and writes an audit record for every one.

Integration Capabilities

Agent Connection

A Connection lets an AI agent act in Salesmate through Cakewalk instead of with its own API key. The agent operates with the permissions of the person who made the request, only for the duration of that task. Every call is checked against policy and written to the audit log.

Use Cases

Use Case	Description
Let an Agent Handle Salesmate TasksAgent Connection	A person asks their agent to do something in Salesmate, like find a record, update a field or pull a report. The agent does it through Cakewalk with that person's own access, not a shared key.
Every Action Checked and LoggedAgent Connection	Every agent action in Salesmate is checked against your access rules and written to the audit log. Safe actions go through, risky ones wait for approval or are blocked.