بداية سريعة
يغطي هذا الدليل جميع ميزات برنامج Salesmate:
- ابدء — Create your account and finish onboarding
- كيفية استخدام تحليلات التقارير — See pipeline health and forecast revenue accurately
- كيفية استخدام برنامج جدولة الاجتماعات — Let buyers self-book and stop trading availability emails
- كيفية استخدام إدارة الصفقات — Track every opportunity through a visible sales cycle
- كيفية استخدام شركات التتبع — Group contacts and deals under one account record
- كيفية استخدام قوالب البريد الإلكتروني — Send your best repeat messages without rewriting them
- كيفية استخدام ميزة تعزيز التعاون بين أعضاء الفريق — Keep your whole sales team working from one shared record
- How to Use Integrate With Tools — Connect Salesmate to the rest of your sales tools
- كيفية استخدام نماذج الويب — Capture leads from your site straight into the CRM
- كيفية استخدام روبوتات الدردشة — Answer visitors and book meetings around the clock
الوقت اللازم: 5 minutes per feature — the full guide is about a 14 min read.
يتضمن هذا الدليل أيضًا ما يلي: نصائح احترافية | الأخطاء الشائعة | استكشاف الأخطاء وإصلاحها | التسعير | البدائل
لماذا تثق بهذا الدليل؟
I have used Salesmate daily for eight months and tested every feature covered here. This tutorial comes from real hands-on work, not vendor screenshots.
سيلزميت هو إدارة علاقات العملاء designed for sales teams that want fewer tabs and more closed deals.
But most users only ever touch contacts and deals.
This guide shows you how to use Salesmate properly, feature by feature.
Step by step, with screenshots and the tips I wish I had on day one.
دليل بائعي المبيعات
This How to Use Salesmate CRM tutorial walks through every feature, from onboarding to the الأتمتة that separates casual users from power users.
بائع
Run your entire sales process in one place. Salesmate bundles pipelines, calling, email sequences, and reporting from $23 per user monthly. Start free — no card needed.
البدء باستخدام Salesmate
Before any feature, finish this one-time setup.
Onboarding takes about three minutes.
الخطوة الأولى: إنشاء حسابك
Go to the Salesmate website and click ابدأ التجربة المجانية.
Enter your work email and set a password.
✓ نقطة تفتيش: A confirmation email lands in your صندوق الوارد.
الخطوة الثانية: تجهيز مساحة العمل الخاصة بك
Name your workspace, pick your currency, and invite your sales team.
هذا هو شكل لوحة التحكم:
✓ نقطة تفتيش: You land on the main dashboard with empty widgets.
Step 3: Import Contacts and Map Your Sales Process
Upload a clean CSV, then rename your pipeline stages to match how you actually sell.
✅ تم: Onboarding is finished and you can use any feature below.
كيفية استخدام تحليلات تقارير Salesmate
تحليلات التقارير lets you turn raw activity into a clear sales funnel overview.
إليك كيفية استخدامه خطوة بخطوة.
الخطوة 1: افتح علامة تبويب التقارير
انقر التقارير in the left sidebar of your workspace.
الخطوة الثانية: إنشاء تقرير مخصص
Pick a module, choose your filters, then select a chart type.
With a structured process, sales managers gain a clear sales funnel overview, which makes revenue forecasts more accurate.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: Your chart populates with live deal data.
Step 3: Schedule It to Your Inbox
Hit يحفظ, then set a weekly email delivery for your sales team.
✅ النتيجة: You have a repeatable report your sales reps can read in seconds.
💡 نصيحة احترافية: Build one report per pipeline stage. Stage-level drop-off tells you where the sales process is leaking.
كيفية استخدام برنامج جدولة الاجتماعات من Salesmate
مقابلة جدولة lets you let prospects book time without the email ping-pong.
إليك كيفية استخدامه خطوة بخطوة.
الخطوة الأولى: ربط التقويم الخاص بك
انتقل إلى إعدادات, then link your Google or Outlook calendar.
Step 2: Create a Meeting Link
Set the duration, buffer time, and the hours you accept calls.
Salesmate blocks anything already booked, so double-bookings never reach your sales team.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: The booking page shows only your free slots.
Step 3: Share the Link
Drop the link into your email signature and your sequences.
✅ النتيجة: Prospects book themselves in, and every meeting lands on the deal record.
💡 نصيحة احترافية: Add a short qualifying سؤال to the booking form. Sales reps walk in already knowing the use case.
How to Manage Salesmate Deals
إدارة الصفقات lets you move every opportunity through a visible sales cycle.
إليك كيفية استخدامه خطوة بخطوة.
الخطوة الأولى: إنشاء مسارك
يفتح عروض and name each stage after a real buying step.
الخطوة الثانية: إضافة صفقة
Enter the value, close date, and owner, then link the contact.
A well-defined sales process lets sales reps understand and respond to customer needs at each stage.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: Your deal appears in the correct stage column.
Step 3: Update Stages as You Go
Drag the card forward the same day something changes.
✅ النتيجة: Your whole sales cycle sits on one board instead of in someone’s head.
💡 نصيحة احترافية: Turn on rotting days per stage. Salesmate flags stale deals before the quarter quietly disappears.
How to Use Salesmate Company Tracker
شركات السكك الحديدية lets you group every contact and deal under one account record.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Open the Companies Module
انقر شركات from the main navigation bar.
Step 2: Add a Company Record
Fill in the domain, industry, and size fields you actually report on.
Keep the field list short. Empty fields make reports look worse than no fields at all.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: The company page lists all linked contacts and deals.
Step 3: Link Contacts and Deals
Attach every related person and open opportunity to that account.
✅ النتيجة: You can see total account value before any call, not after it.
💡 نصيحة احترافية: Sort companies by open deal value. That single view usually rewrites your week’s priority list.
كيفية استخدام قوالب البريد الإلكتروني من Salesmate
قوالب البريد الإلكتروني lets you send your best repeat messages without rewriting them.
إليك كيفية استخدامه خطوة بخطوة.
الخطوة 1: افتح مكتبة القوالب
انتقل إلى القوالب and click Create Template.
Step 2: Write It With Merge Fields
Insert tokens for name, company, and deal so each send reads personal.
Write the template the way your best rep writes. Copy what already books meetings.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: The preview shows real contact data in the merge fields.
Step 3: Save and Reuse It
Attach the template to a sequence and let the CRM handle follow ups.
✅ النتيجة: Your sales reps stop retyping the same three emails every single day.
💡 نصيحة احترافية: Check open and reply rates monthly. Retire any template under a 30% open rate.
How to Use Salesmate Team Collaborator
Enhance Team Collaboration lets you keep your whole sales team working from one shared record.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Invite Your Teammates
يفتح إعدادات، ثم المستخدمون, and send invites by email.
Step 2: Assign Roles and Records
Give each rep the territory or pipeline they own, nothing more.
A consistent approach improves the customer experience and builds trust, because buyers get the same service at every touchpoint.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: Your teammate receives the invite and appears in the user list.
Step 3: Use @Mentions on Records
Tag a colleague in a note instead of forwarding the thread.
✅ النتيجة: Handovers stop losing context, and nobody hunts through inboxes for history.
💡 نصيحة احترافية: Make @mentions the rule for deal questions. Chat threads vanish; record notes survive staff changes.
How to Integrate Salesmate With Tools
Integrate With Tools lets you connect Salesmate to the rest of your sales tools.
إليك كيفية استخدامه خطوة بخطوة.
الخطوة الأولى: افتح السوق
Head to إعدادات، ثم التكاملات, and browse the app list.
الخطوة الثانية: ربط تطبيقك
Authorise the account and pick which records should sync both ways.
Start with the two sales tools you open daily. Connecting everything at once creates duplicates.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: Your test record appears in both apps with matching values.
Step 3: Map Fields and Test
Match field names, then push one test record through the connection.
✅ النتيجة: Data flows between your sales tools without anyone copying and pasting.
💡 نصيحة احترافية: Log the sync direction for each app somewhere shared. Future you will need that note.
كيفية استخدام نماذج الويب من Salesmate
نماذج الويب lets you capture leads from your site straight into the CRM.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Open the Form Builder
انتقل إلى نماذج الويب and start a new form from scratch.
Step 2: Add Fields and Routing
Keep it to four fields, then set the owner who gets each lead.
Short forms convert better. Ask for budget later, once someone is actually talking to you.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: A test submission creates a new contact instantly.
Step 3: Embed It On Your Site
Copy the embed code and paste it into your landing page.
✅ النتيجة: Every enquiry lands in the pipeline with an owner already attached.
💡 نصيحة احترافية: Route form leads by page URL. Pricing-page visitors deserve a faster response than blog readers.
كيفية استخدام روبوتات الدردشة من Salesmate
روبوتات الدردشة lets you answer visitors and book meetings around the clock.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Open the Bot Builder
يجد روبوتات الدردشة in your workspace and create a new bot.
Step 2: Build the Flow
Add two qualifying questions, then offer your meeting link.
Bots do the boring qualifying, so sales reps only join conversations worth their time.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: The bot widget appears on your live site.
Step 3: Publish and Watch It
Turn it on, then review transcripts weekly and fix dead ends.
✅ النتيجة: Off-hours visitors get answers and book calls while your team sleeps.
💡 نصيحة احترافية: Give the bot a human handoff button on every step. Trapped visitors leave and never return.
نصائح واختصارات احترافية من Salesmate
After eight months of daily use, these are the best practices that actually moved our numbers.
See where the gains come from:
اختصارات لوحة المفاتيح
| فعل | اختصار |
|---|---|
| Open the full shortcut list | Shift + / |
| Jump to global search | / |
| Save the open record | Ctrl + S |
| Close any dialog | خروج |
Shortcuts vary slightly by browser, so check the in-app list once after onboarding.
ميزات خفية يغفل عنها معظم الناس
- Custom activity types: Salesmate provides customizable activity types with specific icons, so you can track progress beyond basic tasks and calls.
- Dynamic quotes and proposals: These pull CRM data automatically and give you improved pricing tables and cover pages for client presentations.
- Product release notes: The November 2024 release notes added scheduling and reporting upgrades that most existing users never switched on.
Salesmate also publishes case studies worth skimming, since they show how similar teams shortened their sales cycle.
أخطاء شائعة يجب تجنبها من قبل مندوبي المبيعات
Mistake #1: Importing Messy Data During Onboarding
❌ خطأ: Dumping ten years of spreadsheet contacts in on day one.
✅ يمين: Import only contacts touched in the last 18 months, then clean duplicates before inviting sales reps.
Mistake #2: Treating the CRM Like a Contact List
❌ خطأ: Storing names and numbers, then working deals from your inbox anyway.
✅ يمين: Map your sales process to pipeline stages. A strong sales process is the backbone of any high-performing sales organization.
Mistake #3: Skipping Automated Follow Ups
❌ خطأ: Relying on memory to chase quotes, which is how most deals quietly die.
✅ يمين: Build a sequence for every stage. Reps move faster with the CRM handling reminders for them.
حل مشاكل Salesmate
Problem: Emails Are Not Syncing
سبب: The mailbox connection expired, usually after a password change.
يصلح: Reconnect the mailbox under Settings, then send one test email to confirm two-way sync.
Problem: The Meeting Scheduler Shows Wrong Availability
سبب: Your profile timezone does not match your calendar timezone.
يصلح: Match both timezones, then clear buffer rules and rebuild the booking link.
Problem: Reports Are Missing Deals
سبب: The report filter excludes deals owned by other sales reps.
يصلح: Change the owner filter to your whole sales team and widen the date range.
📌 ملحوظة: If none of these fix it, contact Salesmate support through the in-app chat.
ما هو برنامج Salesmate؟
بائع is a CRM designed for sales teams that need pipelines, calling, and email automation without enterprise pricing.
Think of it as a shared workspace where every deal, call, and email lives on one record.
It is built around one idea: software designed for sales success beats a generic database every time.
شاهد هذه النظرة العامة السريعة:
يتضمن هذا المنتج الميزات الرئيسية التالية:
- تحليلات التقارير: Dashboards and custom reports that show where deals stall
- منظم الاجتماعات: Shareable booking links tied to your live calendar
- إدارة الصفقات: Drag-and-drop pipelines with stage rules and rotting alerts
- شركات التتبع: Account-level records that roll up contacts, deals, and notes
- قوالب البريد الإلكتروني: Reusable templates with merge fields and open tracking
- Enhance Team Collaboration: Shared inboxes, @mentions, and role-based record access
- Integrate With Tools: Native apps, Zapier, and an open API for custom work
- نماذج الويب: Drag-and-drop forms with routing and instant notifications
- روبوتات الدردشة: No-code bot flows that qualify and hand off to reps
For a full breakdown, see our مراجعة البائع.
تسعير مساعد المبيعات
Here is what Salesmate costs in 2026:
| يخطط | سعر | الأفضل لـ |
|---|---|---|
| أساسي | 23 دولارًا أمريكيًا لكل مستخدم شهريًا | Small sales teams that need pipelines and email tracking |
| محترف | 39 دولارًا أمريكيًا/للمستخدم/شهريًا | Growing teams that want sequences, goals, and custom reports |
| عمل | 63 دولارًا أمريكيًا لكل مستخدم شهريًا | Larger teams needing advanced automation and permissions |
تجربة مجانية: Yes, with no credit card required at signup.
ضمان استرداد الأموال: No refund window is published, so test everything during the trial.
💰 أفضل قيمة: Pro — sequences and custom reports are where the CRM starts paying for itself.
مقارنة بين Salesmate والبدائل
How does Salesmate compare against the rest of the CRM market?
شاهد هذه المقارنة:
| أداة | الأفضل لـ | سعر | تصنيف |
|---|---|---|---|
| بائع | Sales-first teams on a budget | 23 دولارًا أمريكيًا/للمستخدم/شهريًا | ⭐ 2.5 |
| هاب سبوت | Marketing and sales in one | 20 دولارًا أمريكيًا لكل مستخدم شهريًا | ⭐ 4.5 |
| Salesforce | عميل المؤسسة | 25 دولارًا أمريكيًا لكل مستخدم شهريًا | ⭐ 4.4 |
| حملة نشطة | Email nurture | $19/user/mo | ⭐ 4.5 |
| إدارة علاقات العملاء يوم الاثنين | Visual pipelines | 15 دولارًا أمريكيًا لكل مستخدم شهريًا | ⭐ 4.6 |
| نظام إدارة علاقات العملاء Freshsales | Built-in phone and AI | 11 دولارًا أمريكيًا/للمستخدم/شهريًا | ⭐ 4.5 |
| كيب | Solo business owners | $79/user/mo | ⭐ 4.2 |
| كبسولة CRM | تتبع جهات الاتصال بسهولة | 18 دولارًا أمريكيًا/للمستخدم/شهريًا | ⭐ 4.4 |
اختيارات سريعة:
- الأفضل إجمالاً: HubSpot — the widest feature set if budget is not the constraint.
- أفضل ميزانية: Freshsales CRM — phone and AI scoring at the lowest entry price.
- الأفضل للمبتدئين: Monday CRM — the shortest onboarding of any tool listed.
- Best for teams that close deals faster: Salesmate — sequences, scheduling, and reporting in one CRM.
🎯 بدائل Salesmate
هل تبحث عن بدائل لبرنامج Salesmate؟ إليك أفضل الخيارات:
- 🚀 GoHighLevel: All-in-one agency platform bundling CRM, funnels, and marketing automation under one login.
- 💰 كيب: Small-business CRM with built-in invoicing and email automation for solo sellers.
- 🎨 ActiveCampaign: Email-first automation with a lighter CRM attached for nurture-heavy teams.
- ⚡ هاب سبوت: Generous free tier that grows into a full marketing and service suite.
- 🔒 كليك فانلز: قمع مقاول بناء for teams selling through landing pages instead of live reps.
- 🧠 الفولكلور: Lightweight, AI-assisted contact CRM built for relationship-driven founders and agencies.
- 👶 فورا: Cold email sending platform with تسخين, aimed at outbound rather than pipeline work.
- 🏢 انقر للأعلى: Project management tool with CRM templates for teams that live in tasks.
- 🔧 إدارة علاقات العملاء يوم الاثنين: Visual board-style pipelines that non-technical sales teams pick up quickly.
- 🌟 نظام إدارة علاقات العملاء المصغر: Simple, affordable contact and pipeline tracking without the automation overhead.
- ⭐ نظرة ثاقبة: CRM plus project delivery, useful when sales hands work to a delivery team.
- 🎯 نظام إدارة علاقات العملاء Freshsales: Built-in phone, chat, and AI scoring inside one tidy sales workspace.
- 💼 سيلزفورس: Enterprise-grade customization and reporting depth, with the setup cost to match.
- 📊 زينديسك: Support-led platform with a sell module for service teams that also close.
للاطلاع على القائمة الكاملة، راجع بدائل Salesmate مرشد.
⚔️ مقارنة سيلزميت
Here is how Salesmate stacks up head to head:
- مقارنة بين Salesmate و GoHighLevel: Salesmate is cleaner for pure sales; GoHighLevel wins for agency marketing bundles.
- مقارنة بين Salesmate و Keap: Salesmate scales better past ten reps; Keap suits solo business owners.
- مقارنة بين Salesmate و ActiveCampaign: ActiveCampaign owns email nurture; Salesmate owns pipeline and deal management.
- مقارنة بين Salesmate و HubSpot: HubSpot has the bigger free tier; Salesmate costs far less at scale.
- مقارنة بين Salesmate و ClickFunnels: ClickFunnels sells the offer; Salesmate works the follow ups afterwards.
- بائع متمرس مقابل الناس: Folk is lighter and prettier; Salesmate handles real forecasting and reporting.
- Salesmate مقابل Instantly: Instantly sends cold volume; Salesmate manages what happens after the reply.
- مقارنة بين Salesmate و ClickUp: ClickUp runs projects; Salesmate runs revenue. Pick by which one dominates.
- مقارنة بين Salesmate و Monday CRM: Monday looks slicker; Salesmate ships more sales features for the money.
- مقارنة بين Salesmate و Capsule CRM: Capsule is simpler and cheaper; Salesmate offers automation Capsule cannot match.
- مقارنة بين Salesmate و Insightly: Insightly bridges sales and delivery; Salesmate stays focused on closing deals.
- مقارنة بين نظام إدارة علاقات العملاء Salesmate ونظام إدارة علاقات العملاء Freshsales: Nearly even. Freshsales has stronger AI; Salesmate has better meeting scheduling.
- مقارنة بين Salesmate و Salesforce: Salesforce does everything, slowly and expensively. Salesmate does sales, quickly.
- مقارنة بين Salesmate و Zendesk: Zendesk leads with support; Salesmate leads with sales pipeline depth.
ابدأ باستخدام Salesmate الآن
You now know how to use Salesmate across every major feature:
- ✅ تحليلات التقارير
- ✅ جدولة الاجتماعات
- ✅ إدارة الصفقات
- ✅ تتبع الشركات
- ✅ قوالب البريد الإلكتروني
- ✅ تعزيز التعاون بين أعضاء الفريق
- ✅ Integrate With Tools
- ✅ نماذج الويب
- ✅ روبوتات الدردشة
الخطوة التالية: pick one feature and set it up today.
Most teams start with Manage Deals, because it makes the whole sales cycle visible.
A structured approach gives sales reps consistency, and that consistent customer experience builds trust and drives conversions.
الأسئلة الشائعة
ما هو استخدام برنامج Salesmate؟
Salesmate is used to manage contacts, deals, and follow ups in one place. Sales teams use it to run a repeatable sales process and forecast revenue.
كيف يمكن استخدام نظام إدارة علاقات العملاء (CRM) لزيادة المبيعات؟
Log every touchpoint, automate follow ups, and review stage reports weekly. A defined sales process can lift revenue by up to 28% versus working without one.
ما هي أساسيات أي أسلوب بيع؟
Qualify the lead, understand the need, present a fit, handle objections, then close and follow up. Salesmate maps each of those steps to a pipeline stage.
هل تقدم شركة Salesmate فترة تجريبية مجانية؟
Yes. Salesmate offers a free trial with no card required, so your sales team can test pipelines, templates, and reports before paying anything.
Is Salesmate a good CRM for small sales teams?
Yes. Plans start at $23 per user monthly, and onboarding takes an afternoon. Small teams get automation that usually costs far more elsewhere.
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