Panduan Singkat
Panduan ini mencakup semua fitur Salesmate:
- Memulai — Create your account and finish onboarding
- Cara Menggunakan Analisis Laporan — See pipeline health and forecast revenue accurately
- Cara Menggunakan Penjadwal Rapat — Let buyers self-book and stop trading availability emails
- Cara Menggunakan Kelola Kesepakatan — Track every opportunity through a visible sales cycle
- Cara Menggunakan Track Companies — Group contacts and deals under one account record
- Cara Menggunakan Template Email — Send your best repeat messages without rewriting them
- Cara Menggunakan Fitur Peningkatan Kolaborasi Tim — 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
- Cara Menggunakan Formulir Web — Capture leads from your site straight into the CRM
- Cara Menggunakan Chatbot — Answer visitors and book meetings around the clock
Waktu yang dibutuhkan: 5 minutes per feature — the full guide is about a 14 min read.
Juga terdapat dalam panduan ini: Tips Profesional | Kesalahan Umum | Penyelesaian Masalah | Harga | Alternatif
Mengapa Anda Harus Mempercayai Panduan Ini?
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 adalah sebuah 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.
Tutorial Salesmate
This How to Use Salesmate CRM tutorial walks through every feature, from onboarding to the otomasi that separates casual users from power users.
Rekan penjual
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.
Memulai Menggunakan Salesmate
Sebelum menggunakan fitur apa pun, selesaikan pengaturan satu kali ini.
Onboarding takes about three minutes.
Langkah 1: Buat Akun Anda
Go to the Salesmate website and click Mulai Uji Coba Gratis.
Enter your work email and set a password.
✓ Pos pemeriksaan: A confirmation email lands in your kotak-masuk.
Langkah 2: Siapkan Ruang Kerja Anda
Name your workspace, pick your currency, and invite your sales team.
Berikut tampilan dasbornya:
✓ Pos pemeriksaan: 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.
✅ Selesai: Onboarding is finished and you can use any feature below.
Cara Menggunakan Analisis Laporan Salesmate
Analisis Laporan lets you turn raw activity into a clear sales funnel overview.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
Langkah 1: Buka Tab Laporan
Klik Laporan in the left sidebar of your workspace.
Langkah 2: Buat Laporan Kustom
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: Your chart populates with live deal data.
Step 3: Schedule It to Your Inbox
Hit Menyimpan, then set a weekly email delivery for your sales team.
✅ Hasil: You have a repeatable report your sales reps can read in seconds.
💡 Pro Tip: Build one report per pipeline stage. Stage-level drop-off tells you where the sales process is leaking.
Cara Menggunakan Penjadwal Pertemuan Salesmate
Pertemuan Penjadwal lets you let prospects book time without the email ping-pong.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
Langkah 1: Hubungkan Kalender Anda
Pergi ke Pengaturan, 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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: The booking page shows only your free slots.
Langkah 3: Bagikan Tautan
Drop the link into your email signature and your sequences.
✅ Hasil: Prospects book themselves in, and every meeting lands on the deal record.
💡 Pro Tip: Add a short qualifying pertanyaan to the booking form. Sales reps walk in already knowing the use case.
How to Manage Salesmate Deals
Kelola Kesepakatan lets you move every opportunity through a visible sales cycle.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
Langkah 1: Buat Pipeline Anda
Membuka Penawaran and name each stage after a real buying step.
Langkah 2: Tambahkan Penawaran
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: Your deal appears in the correct stage column.
Step 3: Update Stages as You Go
Drag the card forward the same day something changes.
✅ Hasil: Your whole sales cycle sits on one board instead of in someone’s head.
💡 Pro Tip: Turn on rotting days per stage. Salesmate flags stale deals before the quarter quietly disappears.
How to Use Salesmate Company Tracker
Perusahaan Pelacak lets you group every contact and deal under one account record.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
Step 1: Open the Companies Module
Klik Perusahaan 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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: 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.
✅ Hasil: You can see total account value before any call, not after it.
💡 Pro Tip: Sort companies by open deal value. That single view usually rewrites your week’s priority list.
Cara Menggunakan Template Email Salesmate
Templat Email lets you send your best repeat messages without rewriting them.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
Langkah 1: Buka Perpustakaan Templat
Pergi ke Templat 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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: 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.
✅ Hasil: Your sales reps stop retyping the same three emails every single day.
💡 Pro Tip: 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.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
Step 1: Invite Your Teammates
Membuka Pengaturan, Kemudian Pengguna, 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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: 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.
✅ Hasil: Handovers stop losing context, and nobody hunts through inboxes for history.
💡 Pro Tip: 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.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
Langkah 1: Buka Marketplace
Head to Pengaturan, Kemudian Integrasi, and browse the app list.
Langkah 2: Hubungkan Aplikasi Anda
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: 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.
✅ Hasil: Data flows between your sales tools without anyone copying and pasting.
💡 Pro Tip: Log the sync direction for each app somewhere shared. Future you will need that note.
Cara Menggunakan Formulir Web Salesmate
Formulir Web lets you capture leads from your site straight into the CRM.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
Step 1: Open the Form Builder
Pergi ke Formulir 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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: 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.
✅ Hasil: Every enquiry lands in the pipeline with an owner already attached.
💡 Pro Tip: Route form leads by page URL. Pricing-page visitors deserve a faster response than blog readers.
Cara Menggunakan Chatbot Salesmate
Chatbot lets you answer visitors and book meetings around the clock.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
Step 1: Open the Bot Builder
Menemukan Chatbot 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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: 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.
✅ Hasil: Off-hours visitors get answers and book calls while your team sleeps.
💡 Pro Tip: Give the bot a human handoff button on every step. Trapped visitors leave and never return.
Tips dan Pintasan Profesional untuk Salesmate
After eight months of daily use, these are the best practices that actually moved our numbers.
See where the gains come from:
Pintasan Keyboard
| Tindakan | Jalan pintas |
|---|---|
| Open the full shortcut list | Shift + / |
| Jump to global search | / |
| Save the open record | Ctrl + S |
| Close any dialog | Esc |
Shortcuts vary slightly by browser, so check the in-app list once after onboarding.
Fitur Tersembunyi yang Sering Diabaikan Orang
- 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.
Kesalahan Umum yang Harus Dihindari oleh Rekan Penjual
Mistake #1: Importing Messy Data During Onboarding
❌ Salah: Dumping ten years of spreadsheet contacts in on day one.
✅ Kanan: 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
❌ Salah: Storing names and numbers, then working deals from your inbox anyway.
✅ Kanan: 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
❌ Salah: Relying on memory to chase quotes, which is how most deals quietly die.
✅ Kanan: Build a sequence for every stage. Reps move faster with the CRM handling reminders for them.
Panduan Pemecahan Masalah untuk Salesmate
Problem: Emails Are Not Syncing
Menyebabkan: The mailbox connection expired, usually after a password change.
Memperbaiki: Reconnect the mailbox under Settings, then send one test email to confirm two-way sync.
Problem: The Meeting Scheduler Shows Wrong Availability
Menyebabkan: Your profile timezone does not match your calendar timezone.
Memperbaiki: Match both timezones, then clear buffer rules and rebuild the booking link.
Problem: Reports Are Missing Deals
Menyebabkan: The report filter excludes deals owned by other sales reps.
Memperbaiki: Change the owner filter to your whole sales team and widen the date range.
📌 Catatan: If none of these fix it, contact Salesmate support through the in-app chat.
Apa itu Salesmate?
Rekan penjual 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.
Saksikan ringkasan singkat ini:
Fitur-fitur utamanya meliputi:
- Analisis Laporan: Dashboards and custom reports that show where deals stall
- Penjadwal Pertemuan: Shareable booking links tied to your live calendar
- Kelola Transaksi: Drag-and-drop pipelines with stage rules and rotting alerts
- Lacak Perusahaan: Account-level records that roll up contacts, deals, and notes
- Templat Email: 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
- Formulir Web: Drag-and-drop forms with routing and instant notifications
- Chatbot: No-code bot flows that qualify and hand off to reps
Untuk rincian lengkap, lihat halaman kami. Ulasan Salesmate.
GetGenie membuat beberapa pilihan judul dan kerangka, pilih salah satu yang paling sesuai dengan tujuan konten Anda.
Here is what Salesmate costs in 2026:
| Rencana | Harga | Terbaik untuk |
|---|---|---|
| Dasar | $23/pengguna/bulan | Small sales teams that need pipelines and email tracking |
| Pro | $39/pengguna/bulan | Growing teams that want sequences, goals, and custom reports |
| Bisnis | $63/pengguna/bulan | Larger teams needing advanced automation and permissions |
Uji coba gratis: Yes, with no credit card required at signup.
Garansi uang kembali: No refund window is published, so test everything during the trial.
💰 Nilai Terbaik: Pro — sequences and custom reports are where the CRM starts paying for itself.
— Tambahkan tabel, grafik, dan tombol
How does Salesmate compare against the rest of the CRM market?
Perhatikan perbandingan ini:
| Alat | Terbaik untuk | Harga | ProtoPie |
|---|---|---|---|
| Rekan penjual | Sales-first teams on a budget | Cara Menggunakan AnyDesk: Panduan Singkat di Tahun 2026 | Ulasan SugarCRM: Meningkatkan Penjualan & Produktivitas di Tahun 2026? 18 |
| HubSpot | Pemasaran dan penjualan dalam satu paket. | $20/pengguna/bulan | 3.5 Sonnet saat ini memegang mahkota untuk penulisan kreatif dan penalaran yang bernuansa. Terasa lebih 'manusiawi' dan kurang robotik dibandingkan GPT-40. Untuk data mentah dan penelitian, |
| Salesforce | Kustomisasi perusahaan | $25/pengguna/bulan | 4. Generator Deskripsi |
| Kampanye Aktif | Email nurture | $19/user/mo | 3.5 Sonnet saat ini memegang mahkota untuk penulisan kreatif dan penalaran yang bernuansa. Terasa lebih 'manusiawi' dan kurang robotik dibandingkan GPT-40. Untuk data mentah dan penelitian, |
| CRM Senin | Visual pipelines | $15/pengguna/bulan | 4. Generator Vokal |
| Freshsales CRM | Built-in phone and AI | $11/pengguna/bulan | 3.5 Sonnet saat ini memegang mahkota untuk penulisan kreatif dan penalaran yang bernuansa. Terasa lebih 'manusiawi' dan kurang robotik dibandingkan GPT-40. Untuk data mentah dan penelitian, |
| Keap | Solo business owners | $79/user/mo | 4. AI Paraphraser |
| Kapsul CRM | Pelacakan kontak sederhana | $18/pengguna/bulan | 4. Generator Deskripsi |
RoseHosting vs MochaHost
- Tidak ada 'jejak dokumen': HubSpot — the widest feature set if budget is not the constraint.
- Anggaran terbaik: Freshsales CRM — phone and AI scoring at the lowest entry price.
- Buka aplikasi VPN Anda (seperti NordVPN), cari 'India' di daftar negara, dan klik sambungkan. Anda akan langsung mendapatkan alamat IP India. Monday CRM — the shortest onboarding of any tool listed.
- Best for teams that close deals faster: Salesmate — sequences, scheduling, and reporting in one CRM.
Halaman Beranda Salesmate
Mencari alternatif Salesmate? Berikut adalah pilihan terbaik:
- 🚀 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.
- 🎨 ActiveCampaign: 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: Corong pembangun for teams selling through landing pages instead of live reps.
- 🧠 Rakyat: Lightweight, AI-assisted contact CRM built for relationship-driven founders and agencies.
- 👶 Seketika: Cold email sending platform with warmap, aimed at outbound rather than pipeline work.
- 🏢 ClickUp: Project management tool with CRM templates for teams that live in tasks.
- 🔧 CRM Senin: Visual board-style pipelines that non-technical sales teams pick up quickly.
- 🌟 CRM Kapsul: Simple, affordable contact and pipeline tracking without the automation overhead.
- ⭐ Mendalam: CRM plus project delivery, useful when sales hands work to a delivery team.
- 🎯 Freshsales CRM: 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.
Untuk daftar lengkapnya, lihat halaman kami. Alternatif Salesmate memandu.
Dia melihat tim penjualan kesulitan menggunakan alat CRM yang rumit. Jadi, dia membangun sesuatu yang lebih sederhana.
Here is how Salesmate stacks up head to head:
- Salesmate vs GoHighLevel: Salesmate is cleaner for pure sales; GoHighLevel wins for agency marketing bundles.
- Salesmate vs 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 vs HubSpot: HubSpot has the bigger free tier; Salesmate costs far less at scale.
- Salesmate vs ClickFunnels: ClickFunnels sells the offer; Salesmate works the follow ups afterwards.
- Salesmate vs Folk: Folk is lighter and prettier; Salesmate handles real forecasting and reporting.
- Cara Menggunakan Tampilan yang Dapat Disesuaikan Instantly sends cold volume; Salesmate manages what happens after the reply.
- Salesmate vs ClickUp: ClickUp runs projects; Salesmate runs revenue. Pick by which one dominates.
- Salesmate vs 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 vs 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 vs Salesforce: Salesforce does everything, slowly and expensively. Salesmate does sales, quickly.
- — Lihat data sesuai keinginan Anda: Zendesk leads with support; Salesmate leads with sales pipeline depth.
Mulai Gunakan Salesmate Sekarang
You now know how to use Salesmate across every major feature:
- ✅ Analisis Laporan
- ✅ Penjadwal Pertemuan
- ✅ Kelola Transaksi
- ✅ Lacak Perusahaan
- ✅ Templat Email
- ✅ Meningkatkan Kolaborasi Tim
- ✅ Integrate With Tools
- ✅ Formulir Web
- ✅ Chatbot
Langkah selanjutnya: 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.
Pertanyaan Yang Sering Muncul
Salesmate digunakan untuk apa?
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.
Bagaimana cara menggunakan CRM untuk meningkatkan penjualan?
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.
Apa saja dasar-dasar dari setiap pendekatan penjualan?
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.
Apakah Salesmate menawarkan uji coba gratis?
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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