Contact and Deal Records

Salesmate holds contacts, companies, and deals in one platform. A Beam agent reads these records when activity changes, applies your rules for updates, and writes stage, owner, or field changes so the pipeline stays accurate. It notifies the assigned rep when a deal needs action. Records with duplicates, conflicting details, or contacts it cannot place confidently are routed to a person to resolve. The agent documents each change it makes, so the team sees what moved and why without digging through the history by hand.

Sales Sequences

Salesmate runs multi-step outreach sequences to contacts. The agent reads sequence progress, applies your rules for enrollment and timing, and enrolls or advances contacts through the right steps. When a contact replies or meets an exit rule, it pauses the sequence and notifies the rep. Contacts that match multiple sequences, or replies the agent cannot read confidently, are handed to a person to decide. The agent records which contacts entered which sequence, keeping outreach organized and giving the team a clear view of what was sent.

Activity Timelines

Salesmate keeps a timeline of calls, emails, and meetings per contact. The agent reads new activity as it lands, matches it to the right record using your rules, and files it on the timeline with any follow-up flags your criteria call for. It notifies the owner when attention is needed. Activity that maps to more than one contact, or entries that look inconsistent, are routed to a person to place correctly. The agent notes each item it filed, so the account history stays complete and reliable for the whole team.