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The Delegatemate Process

Get your Business Organized, Automated, and Growing in Just a Few Simple Steps

01

Book a Quick Walkthrough

We will show you how Delegatemate works based on your business needs. No pressure, no tech talk, just straight to the point.

02

We Set Up Your System (Or Guide You Step-by-Step)

Choose between our done-for-you setup or easy self-onboarding. We’ll get your CRM, inbox, booking, and invoicing ready to go.

03

Start Closing More, Stressing Less

Manage all leads, messages, and payments in one place. Automate your follow-ups. Send invoices. Get 5-star reviews. And yes, your whole team can use it, no extra fees.

Start for Free 14-day trial
No Adjusting, Just Working

Why Work with Delegatemate

Your business shouldn’t change to fit a tool. We build Delegatemate around how you already work, fast, simple, and with full support.

We Understand Your Business

We take time to know your team, your industry, and how you handle sales, bookings, and follow-ups. No templates. No one-size-fits-all. Just real conversations that lead to a smarter system for your workflow.

You Pick What You Need

Whether you need invoicing, booking, automations, or review requests, we will recommend what fits. No tech talk, no bloated tools. You’ll only use what makes your business run smoother.

We Set It Up For You

From CRM setup to automations, forms, WhatsApp, and more, we handle the entire buildout. You get a working system, not just software. And yes, we train your team too.

You Launch. We Stay With You.

Go live in days, not months. Need changes? Want to add new features later? We support you as you grow, not just when something breaks.

Frequently Asked Questions

Is Delegatemate hard to use?

Not at all. It’s built for non-techie business owners. If you can use WhatsApp and email, you can run your business with Delegatemate. We also guide you step by step.

What makes Delegatemate different from other CRMs like HubSpot or Zoho?

Big CRMs are built for corporate teams with layers of features you’ll never use. Delegatemate is clean, simple, and designed for growing businesses. No per-user pricing, no learning curve, just one system that works.

Do I need to install anything?

No. Delegatemate is fully cloud-based. You can access it through any browser or our mobile app anytime, anywhere.

Can I use it on my phone?

Yes! Our mobile app lets you manage leads, send messages, track sales, and check bookings on the go.

Is there a limit to how many users I can add?

No limits. All plans come with unlimited users. Your entire team can log in and manage their work without extra fees.

Where is my data stored?

Your data is securely hosted on enterprise-grade cloud servers with high uptime and daily backups. We use ISO-certified data centers with top-level security standards.

How much storage do I get?

Storage is generous and included with every plan, enough for your leads, messages, files, automations, and history. For large video files or media-heavy content, we recommend embedding from platforms like YouTube, Vimeo, or Google Drive.

Is my data secure?

Yes. All data is encrypted, access is role-based, and backups are automatic. Only your team can access your business data; we don’t sell or share it.

Can Delegatemate connect with other tools I’m using?

Yes. Delegatemate supports integration with many popular tools via automation tools, custom webhooks, and API. If you need help setting it up, we’ve got you covered.

Do you provide onboarding or done-for-you setup?

Yes. We offer guided onboarding and full setup services. We’ll help you build your CRM, automations, WhatsApp, calendar, and more based on your business workflow.

Can I cancel anytime?

Yes. Delegatemate is month-to-month, no lock-ins, no contracts, no hidden fees. Cancel or upgrade anytime.