Salesmate Tools
Salesmate is an AI-powered CRM platform designed to help businesses engage leads, close deals faster, nurture relationships, and provide seamless support through a unified, intuitive interface
Category
Pricing and payment
- Pricing
- Free in Loadout. Provider charges may apply when using a personally connected account.
- Unified payment
- Not currently supported. Connect a provider account when required.
Use Salesmate Tools with AI agents
Aident Loadout lets Claude Code, Codex, Cursor, and other supported agents call Salesmate Tools. Choose from 6 supported Actions. Review each execution in Audit. Connect Salesmate Tools once through Aident Vault. Your agent can use the supported Actions without receiving the underlying credential.
Included Actions
- Salesmate Add ProductTool to add a new product. Use when you need to create a new product in Salesmate before referencing it (e.g., in deals or orders). Example: "Add a product named 'Widget Pro' (SKU WPRO1) priced at 199.99 USD."
- Salesmate Create CompanyTool to create a new company in the Salesmate CRM. Use when you need to register a new organization.
- Salesmate Delete ProductTool to delete a product by ProductId. Use when you need to remove a product from the catalog after confirming the correct ProductId.
- Salesmate Get Active UsersTool to retrieve all active users. Use when you need to fetch only users currently marked active for tasks, assignments, or user management audits.
- Salesmate Get CompanyTool to retrieve details of a specific company by ID. Use when you have a company ID and need its full record. Example: "Get company 42".
- Salesmate List ModulesTool to list all available Salesmate modules. Returns the core CRM modules including Contacts, Companies, Deals, Activities, Products, and Tickets. Use this to discover which modules are available for API operations.
Related use cases
No verified related use cases are linked yet.