Démarrage rapide
Ce guide couvre toutes les fonctionnalités de Salesmate :
- Commencer — Create your account and finish onboarding
- Comment utiliser les rapports d'analyse ? — See pipeline health and forecast revenue accurately
- Comment utiliser le planificateur de réunions — Let buyers self-book and stop trading availability emails
- Comment utiliser la gestion des transactions — Track every opportunity through a visible sales cycle
- Comment utiliser Track Companies — Group contacts and deals under one account record
- Comment utiliser les modèles d'e-mails — Send your best repeat messages without rewriting them
- Comment utiliser Enhance Team Collaboration — 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
- Comment utiliser les formulaires Web — Capture leads from your site straight into the CRM
- Comment utiliser les chatbots — Answer visitors and book meetings around the clock
Temps nécessaire : 5 minutes per feature — the full guide is about a 14 min read.
Vous trouverez également dans ce guide : Conseils de pro | Erreurs courantes | Dépannage | Tarification | Alternatives
Pourquoi faire confiance à ce guide ?
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.
Salesmate est un CRM 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.
Tutoriel Salesmate
This How to Use Salesmate CRM tutorial walks through every feature, from onboarding to the automation that separates casual users from power users.
Vendeur
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.
Premiers pas avec Salesmate
Avant toute fonctionnalité, veuillez terminer cette configuration unique.
Onboarding takes about three minutes.
Étape 1 : Créez votre compte
Go to the Salesmate website and click Essai gratuit.
Enter your work email and set a password.
✓ Point de contrôle: A confirmation email lands in your boîte de réception.
Étape 2 : Aménagez votre espace de travail
Name your workspace, pick your currency, and invite your sales team.
Voici à quoi ressemble le tableau de bord :
✓ Point de contrôle: 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.
✅ Terminé : Onboarding is finished and you can use any feature below.
Comment utiliser les rapports Salesmate Analytics
Rapports d'analyse lets you turn raw activity into a clear sales funnel overview.
Voici comment l'utiliser étape par étape.
Étape 1 : Ouvrez l’onglet Rapports
Cliquez Rapports in the left sidebar of your workspace.
Étape 2 : Créer un rapport personnalisé
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: Your chart populates with live deal data.
Step 3: Schedule It to Your Inbox
Hit Sauvegarder, then set a weekly email delivery for your sales team.
✅ Résultat : You have a repeatable report your sales reps can read in seconds.
💡 Conseil de pro : Build one report per pipeline stage. Stage-level drop-off tells you where the sales process is leaking.
Comment utiliser le planificateur de réunions Salesmate
Réunion Planificateur lets you let prospects book time without the email ping-pong.
Voici comment l'utiliser étape par étape.
Étape 1 : Connectez votre calendrier
Allez à Paramètres, 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.
Voici à quoi cela ressemble :
✓ Point de contrôle: The booking page shows only your free slots.
Étape 3 : Partager le lien
Drop the link into your email signature and your sequences.
✅ Résultat : Prospects book themselves in, and every meeting lands on the deal record.
💡 Conseil de pro : Add a short qualifying question to the booking form. Sales reps walk in already knowing the use case.
How to Manage Salesmate Deals
Gérer les transactions lets you move every opportunity through a visible sales cycle.
Voici comment l'utiliser étape par étape.
Étape 1 : Créez votre pipeline
Ouvrir Offres and name each stage after a real buying step.
Étape 2 : Ajouter une offre
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: Your deal appears in the correct stage column.
Step 3: Update Stages as You Go
Drag the card forward the same day something changes.
✅ Résultat : Your whole sales cycle sits on one board instead of in someone’s head.
💡 Conseil de pro : Turn on rotting days per stage. Salesmate flags stale deals before the quarter quietly disappears.
How to Use Salesmate Company Tracker
Entreprises de suivi lets you group every contact and deal under one account record.
Voici comment l'utiliser étape par étape.
Step 1: Open the Companies Module
Cliquez Entreprises 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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : You can see total account value before any call, not after it.
💡 Conseil de pro : Sort companies by open deal value. That single view usually rewrites your week’s priority list.
Comment utiliser les modèles d'e-mails Salesmate
Modèles d'e-mails lets you send your best repeat messages without rewriting them.
Voici comment l'utiliser étape par étape.
Étape 1 : Ouvrir la bibliothèque de modèles
Allez à Modèles 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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Your sales reps stop retyping the same three emails every single day.
💡 Conseil de pro : 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.
Voici comment l'utiliser étape par étape.
Step 1: Invite Your Teammates
Ouvrir Paramètres, alors Utilisateurs, 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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Handovers stop losing context, and nobody hunts through inboxes for history.
💡 Conseil de pro : 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.
Voici comment l'utiliser étape par étape.
Étape 1 : Ouvrir la place de marché
Head to Paramètres, alors Intégrations, and browse the app list.
Étape 2 : Connectez votre application
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Data flows between your sales tools without anyone copying and pasting.
💡 Conseil de pro : Log the sync direction for each app somewhere shared. Future you will need that note.
Comment utiliser les formulaires Web Salesmate
Formulaires Web lets you capture leads from your site straight into the CRM.
Voici comment l'utiliser étape par étape.
Step 1: Open the Form Builder
Allez à Formulaires Web 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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Every enquiry lands in the pipeline with an owner already attached.
💡 Conseil de pro : Route form leads by page URL. Pricing-page visitors deserve a faster response than blog readers.
Comment utiliser les chatbots Salesmate
Chatbots lets you answer visitors and book meetings around the clock.
Voici comment l'utiliser étape par étape.
Step 1: Open the Bot Builder
Trouver Chatbots 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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Off-hours visitors get answers and book calls while your team sleeps.
💡 Conseil de pro : Give the bot a human handoff button on every step. Trapped visitors leave and never return.
Conseils et astuces de pro pour Salesmate
After eight months of daily use, these are the best practices that actually moved our numbers.
See where the gains come from:
Raccourcis clavier
| Action | Raccourci |
|---|---|
| Open the full shortcut list | Shift + / |
| Jump to global search | / |
| Save the open record | Ctrl + S |
| Close any dialog | Échap |
Shortcuts vary slightly by browser, so check the in-app list once after onboarding.
Fonctionnalités cachées que la plupart des gens ignorent
- 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.
Erreurs courantes à éviter chez Salesmate
Mistake #1: Importing Messy Data During Onboarding
❌ Faux : Dumping ten years of spreadsheet contacts in on day one.
✅ À droite : 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
❌ Faux : Storing names and numbers, then working deals from your inbox anyway.
✅ À droite : 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
❌ Faux : Relying on memory to chase quotes, which is how most deals quietly die.
✅ À droite : Build a sequence for every stage. Reps move faster with the CRM handling reminders for them.
Dépannage Salesmate
Problem: Emails Are Not Syncing
Cause: The mailbox connection expired, usually after a password change.
Réparer: Reconnect the mailbox under Settings, then send one test email to confirm two-way sync.
Problem: The Meeting Scheduler Shows Wrong Availability
Cause: Your profile timezone does not match your calendar timezone.
Réparer: Match both timezones, then clear buffer rules and rebuild the booking link.
Problem: Reports Are Missing Deals
Cause: The report filter excludes deals owned by other sales reps.
Réparer: Change the owner filter to your whole sales team and widen the date range.
📌 Note: If none of these fix it, contact Salesmate support through the in-app chat.
Qu'est-ce que Salesmate ?
Vendeur 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.
Regardez ce bref aperçu :
Il comprend les fonctionnalités clés suivantes :
- Analyse des rapports : Dashboards and custom reports that show where deals stall
- Planificateur de réunions : Shareable booking links tied to your live calendar
- Gérer les transactions : Drag-and-drop pipelines with stage rules and rotting alerts
- Entreprises de suivi : Account-level records that roll up contacts, deals, and notes
- Modèles d'e-mails : 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
- Formulaires Web : Drag-and-drop forms with routing and instant notifications
- Chatbots : No-code bot flows that qualify and hand off to reps
Pour une analyse complète, consultez notre Avis sur Salesmate.
Tarification Salesmate
Here is what Salesmate costs in 2026:
| Plan | Prix | Idéal pour |
|---|---|---|
| Basique | 23 $/utilisateur/mois | Small sales teams that need pipelines and email tracking |
| Pro | 39 $/utilisateur/mois | Growing teams that want sequences, goals, and custom reports |
| Entreprise | 63 $/utilisateur/mois | Larger teams needing advanced automation and permissions |
Essai gratuit : Yes, with no credit card required at signup.
Garantie de remboursement : No refund window is published, so test everything during the trial.
💰 Meilleur rapport qualité-prix : Pro — sequences and custom reports are where the CRM starts paying for itself.
Salesmate vs Alternatives
How does Salesmate compare against the rest of the CRM market?
Regardez cette comparaison :
| Outil | Idéal pour | Prix | Notation |
|---|---|---|---|
| Vendeur | Sales-first teams on a budget | 23 $/utilisateur/mois | ⭐ 2,5 |
| HubSpot | Marketing et ventes en un | 20 $/utilisateur/mois | ⭐ 4,5 |
| Salesforce | Personnalisation d'entreprise | 25 $/utilisateur/mois | ⭐ 4,4 |
| ActiveCampaign | Email nurture | $19/user/mo | ⭐ 4,5 |
| CRM du lundi | Visual pipelines | 15 $/utilisateur/mois | ⭐ 4,6 |
| CRM Freshsales | Built-in phone and AI | 11 $/utilisateur/mois | ⭐ 4,5 |
| Gardez | Solo business owners | $79/user/mo | ⭐ 4.2 |
| Capsule CRM | Suivi simple des contacts | 18 $/utilisateur/mois | ⭐ 4,4 |
Sélection rapide :
- Meilleur résultat global : HubSpot — the widest feature set if budget is not the constraint.
- Meilleur budget : Freshsales CRM — phone and AI scoring at the lowest entry price.
- Idéal pour les débutants : Monday CRM — the shortest onboarding of any tool listed.
- Best for teams that close deals faster: Salesmate — sequences, scheduling, and reporting in one CRM.
🎯 Alternatives à Salesmate
Vous cherchez des alternatives à Salesmate ? Voici les meilleures options :
- 🚀 GoHighLevel : All-in-one agency platform bundling CRM, funnels, and marketing automation under one login.
- 💰 Keap : Small-business CRM with built-in invoicing and email automation for solo sellers.
- 🎨 Campagne active : Email-first automation with a lighter CRM attached for nurture-heavy teams.
- ⚡ HubSpot : Generous free tier that grows into a full marketing and service suite.
- 🔒 ClickFunnels : Entonnoir constructeur for teams selling through landing pages instead of live reps.
- 🧠 Populaire: Lightweight, AI-assisted contact CRM built for relationship-driven founders and agencies.
- 👶 Immédiatement: Cold email sending platform with réchauffer, aimed at outbound rather than pipeline work.
- 🏢 ClickUp : Project management tool with CRM templates for teams that live in tasks.
- 🔧 CRM du lundi : Visual board-style pipelines that non-technical sales teams pick up quickly.
- 🌟 Capsule CRM : Simple, affordable contact and pipeline tracking without the automation overhead.
- ⭐ Perspicace : CRM plus project delivery, useful when sales hands work to a delivery team.
- 🎯 CRM Freshsales : Built-in phone, chat, and AI scoring inside one tidy sales workspace.
- 💼 Salesforce : Enterprise-grade customization and reporting depth, with the setup cost to match.
- 📊 Zendesk : Support-led platform with a sell module for service teams that also close.
Pour la liste complète, consultez notre Alternatives à Salesmate guide.
⚔️ Comparaison avec Salesmate
Here is how Salesmate stacks up head to head:
- Salesmate contre GoHighLevel : Salesmate is cleaner for pure sales; GoHighLevel wins for agency marketing bundles.
- Salesmate contre Keap : Salesmate scales better past ten reps; Keap suits solo business owners.
- Salesmate vs ActiveCampaign : ActiveCampaign owns email nurture; Salesmate owns pipeline and deal management.
- Salesmate contre HubSpot : HubSpot has the bigger free tier; Salesmate costs far less at scale.
- Salesmate contre ClickFunnels : ClickFunnels sells the offer; Salesmate works the follow ups afterwards.
- Salesmate contre Folk : Folk is lighter and prettier; Salesmate handles real forecasting and reporting.
- Salesmate contre Instantly : Instantly sends cold volume; Salesmate manages what happens after the reply.
- Salesmate contre ClickUp : ClickUp runs projects; Salesmate runs revenue. Pick by which one dominates.
- Salesmate contre Monday CRM : Monday looks slicker; Salesmate ships more sales features for the money.
- Salesmate vs Capsule CRM : Capsule is simpler and cheaper; Salesmate offers automation Capsule cannot match.
- Salesmate contre Insightly : Insightly bridges sales and delivery; Salesmate stays focused on closing deals.
- Salesmate vs Freshsales CRM : Nearly even. Freshsales has stronger AI; Salesmate has better meeting scheduling.
- Salesmate contre Salesforce : Salesforce does everything, slowly and expensively. Salesmate does sales, quickly.
- Salesmate vs Zendesk: Zendesk leads with support; Salesmate leads with sales pipeline depth.
Commencez à utiliser Salesmate dès maintenant
You now know how to use Salesmate across every major feature:
- ✅ Analyse des rapports
- ✅ Planificateur de réunions
- ✅ Gérer les transactions
- ✅ Suivre les entreprises
- ✅ Modèles d'e-mails
- ✅ Améliorer la collaboration d'équipe
- ✅ Integrate With Tools
- ✅ Formulaires Web
- ✅ Chatbots
Étape suivante : 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.
Foire aux questions
À quoi sert 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.
Comment utiliser un CRM pour augmenter ses ventes ?
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.
Quels sont les principes de base de toute approche commerciale ?
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.
Salesmate propose-t-il un essai gratuit ?
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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