How to Use Salesmate CRM to Automate Workflows in 2026

Do you feel like good leads are constantly slipping away?

It is frustrating when you lose track of important customer details.

You likely waste hours every day switching between five different apps just to do your job.

You miss meetings and forget to follow up.

This mess stresses you out and costs you real money.

Stop the chaos right now. Addetto alle vendite CRM is the simple solution you need.

Addetto alle vendite

Ready to boost your sales and Fare your team happier? Salesmate has helped over 5,000 teams in 70 countries.

Prova Salesmate GRATIS Salesmate review Alternative a Salesmate

Salesmate CRM Tutorial

This guide covers the best features to help you sell more.

We will set up reports, automatically book meetings, and create email templates.

Follow these simple steps to save time and close more deals. Let’s get started.

How to use Report Analytics

You cannot improve what you do not measure.

One of the top best practices in sales is tracking your numbers.

You need to know what works and what does not.

Salesmate’s Report Analytics shows you the health of your Attività commerciale.

This guide is a quick min read to get you started.

Step 1: Navigate to the Reports Dashboard

• Open your Salesmate dashboard.
• Look at the menu bar on the left side of your screen.
• Click on the Reports icon. It looks like a small bar graph.
• This page shows you the main hub with all your dati.

Step 2: Create a New Custom Report

• Find the + New Report button at the top right corner.
• Click it to start a fresh report.
• Choose the “Primary Module” you want to study. You can pick options like Deals, Activities, or case studies from your past projects.
• Select “Summary Report” to see totals or “Matrix Report” to compare different numbers.

Step 3: Filter and Customize Your Data

• Click on the Filters tab to remove data you do not need.
• Set a filter for “Deal Stage” to see who needs follow ups.
• Drag and drop columns to organize your view.
• Group your rows by “Sales Owner” to see who is performing best.
• Clean data helps you identify bottlenecks so you can close deals faster.

Step 4: Visualize and Save Your Report

• Click on the Chart icon to turn your numbers into a picture.
• Pick a style like a Pie Chart or Bar Graph that is easy to read.
• Click the Save button.
• Name your report something clear, like “Monthly Sales Goals,” so you can find it Dopo.

How to use Meeting Scheduler

Going back and forth via email to find a meeting time is a waste of time.

It frustrates your clients and slows you down.

To achieve sales success, you need to make booking easy.

The Meeting Pianificatore is one of the most useful sales tools. It puts your calendar on autopilot.

Step 1: Access the Meeting Scheduler Tool

• Go to the main menu on the left side of your screen.
• Click on the three dots that say More if you do not see the scheduler.
• Select Meeting Scheduler from the list.
• Salesmate è un CRM designed for sales, so this tool is built right in to help you.

Step 2: Set Up a New Meeting Link

• Click on the button that says + New Meeting Link.
• Fill in the “Event Name.” You can call it “30-Minute Discovery Call.”
• Choose a “Location” like Zoom, Google Meet, or a phone call.
• Add a short description so the client knows what to expect.

Step 3: Define Your Availability

• Choose how long the meeting will last, like 15 or 30 minutes.
• Pick the days of the week you want to work.
• Set your hours, for example, 9:00 AM to 5:00 PM.
• You move faster with the CRM when you let the system manage your time slots for you.

Step 4: Customize the Booking Form

• Decide what you need to know before the call.
• Ask for their Name, Email, and Phone Number.
• Add custom questions like “What is your budget?”
• Getting this info early helps shorten the sales cycle.

Step 5: Share Your Link

• Save your settings and copy your new Meeting URL.
• Paste this link in your email signature or chat messages.
• You can even put it on your website.
• When a client picks a time, it shows up on your calendar instantly.

How to use Email Templates

Typing the same email over and over is boring. It wastes hours of your week.

Your sales team needs to focus on selling, not typing.

Templates let you write your best message once and use it thousands of times.

This feature is designed to drive sales success by keeping your messaging clear and consistent.

Step 1: Open the Email Templates Section

• Go to the main menu on the left sidebar.
• Click on the More icon (the three dots).
• Select Conversations or Email Templates from the list.
• If you want to see what is new with this tool, check the november 2024 release notes.

Step 2: Draft a New Template

• Click on the + New Template button.
• Give your template a name that you can remember easily.
• Write a catchy Subject Line.
• Keep the subject short so people want to open it.

Step 3: Personalize with Merge Tags

• Do not send generic emails that sound like a robot.
• Use “Merge Tags” to add personal details automatically.
• Click the Insert Attribute button in your toolbar.
• Select fields like {{Contact.FirstName}} so the system fills in the name for you.

Step 4: Organize and Save

• Pick a Folder for your template, like “Welcome Emails.”
• Check how the email looks on both mobile and desktop screens.
• Click the Save button to finish.
• Proper organization helps you find the right file quickly.

Step 5: Use the Template in an Email

• Open a Contact’s profile or start a new email.
• Click the Templates icon in the formatting bar.
• Search for the template you just made and click it.
• IL testo appears instantly with the names filled in, and you are ready to hit Send.

Addetto alle vendite Alternative

Eccone alcuni Alternative a Salesmate CRM con una breve panoramica di ciascuno:

• GoHighLevel: Una piattaforma di marketing e vendita completa, progettata per agenzie e aziende, che offre strumenti completi, tra cui creatori di funnel, email marketing, automazione degli SMS e gestione dei clienti.
• Pipedrive: Un CRM incentrato sulle vendite, noto per i suoi intuitivi canali di vendita visivi, che aiuta i team a gestire le trattative e a monitorare i progressi in modo efficiente.
• Mantenere: Specializzato nell'automazione per le piccole imprese, combina le funzionalità CRM con l'email marketing e la gestione della pipeline di vendita.
• Campagna attiva: Una piattaforma di automazione dell'esperienza del cliente che integra funzionalità di marketing, vendite ed e-commerce, consentendo comunicazioni personalizzate e flussi di lavoro automatizzati.
• HubSpot: Una piattaforma ampiamente riconosciuta che offre una serie di "hub" per vendite, marketing, assistenza clienti, gestione dei contenuti e operazioni, ideale per le aziende che cercano soluzioni integrate.
• ClickFunnels: Principalmente un generatore di funnel di vendita e landing page, con alcune funzionalità di raccolta lead e di base di email marketing, incentrato su campagne online orientate alla conversione.
• Popolare: Un CRM semplice, integrato e proattivo con funzionalità quali pipeline di vendita, campagne e-mail, gestione dei contatti e automazione del flusso di lavoro.
• Immediatamente: Questa azienda è specializzato nella generazione di lead e e-mail fredda sensibilizzazione, fornitura gestione delle relazioni con i clienti, monitoraggio dei lead e automazione dei processi di vendita.
• ClickUp: Una piattaforma versatile per la gestione del lavoro che può essere personalizzata per funzionare come un CRM, offrendo funzionalità quali gestione dei contatti, visualizzazioni della pipeline di vendita, integrazione e-mail e dashboard personalizzabili.
• CRM del lunedì: Una piattaforma altamente personalizzabile, strutturata come un foglio di calcolo, che consente la gestione completa dei lead, le previsioni di vendita, la sincronizzazione delle e-mail e il monitoraggio delle attività.
• CRM a capsule: Un CRM orientato alla crescita, progettato per essere semplice, che aiuta le aziende a gestire i contatti, monitorare le transazioni di vendita e mantenere le relazioni con i clienti con funzionalità come pipeline multiple e gestione delle attività.
• Perspicace: Un CRM adatto alle piccole e medie imprese, che offre gestione dei contatti e dei progetti, automazione del flusso di lavoro e reporting affidabile, oltre a un'interfaccia intuitiva.
• CRM Freshsales: Un'opzione conveniente che offre funzionalità complete per i team di vendita, tra cui comunicazione sui lead, strumenti di conversione, punteggio dei lead basato sull'intelligenza artificiale e solide capacità di integrazione.
• Forza vendita: Una piattaforma CRM solida e leader del settore che offre funzionalità complete per vendite, marketing e servizi, nota per la sua elevata personalizzazione e scalabilità per le grandi aziende.
• Zendesk: Principalmente una piattaforma di assistenza e supporto clienti che offre anche solide funzionalità CRM, garantendo una gestione e un'analisi end-to-end delle interazioni con i clienti.

Salesmate a confronto

Conclusione

You now know how to use Salesmate’s top features.

We covered Report Analytics, the Meeting Scheduler, and Email Templates.

These tools help sales reps save time every single day. They remove the clutter from your daily workflow.

When you fix your sales process, you close more deals with less stress.

You do not need a long onboarding phase to get started.

Set up your first meeting link or template and watch your Attività commerciale crescere.

Domande frequenti

More Facts about Salesmate

• Why a Plan Matters: A good sales plan is the most important part of a successful team. It helps businesses grow, make more money, and keep customers happy.
• Growing Revenue: Studies show that companies with a clear sales plan can earn up to 28% more money than those without one.
• Guiding the Team: A clear plan gives the sales team a map to follow. This makes it easier to turn a potential buyer into a real customer.
• Finding Problems: When the sales process is organized, managers can easily see where a deal is getting stuck.
• Building Trust: A steady process helps customers trust you because they know they will get great service every time they talk to you.
• Focusing on the Best Leads: A good process helps the team spend time on people who are most likely to buy, rather than chasing everyone.
• Predicting the Future: Managers can see all the sales steps clearly, which helps them guess how much money the company will make in the future.
• Strumento tutto in uno: Salesmate helps you manage deals, talk to clients, and use automazione tutto in un unico posto.
• AI Helpers: Salesmate uses AI helpers, like Sandy and Skara, to do boring work for you. They can write emails, summarize phone calls, and even research new clients.
• Easy Communication: You can make calls, send text messages, and email clients directly from the Salesmate app without switching screens.
• Monitoraggio dei progressi: The software uses special icons to show you exactly what is happening with a deal, going beyond just simple tasks.
• Smart Scoring: Salesmate looks at your leads and gives them a “score.” This tells you which people are most ready to buy so you can talk to them first.
• Personal Touch: The software helps salespeople send personal messages and give helpful information to customers at the right time.
• Scheduling Meetings: You don’t have to send emails back and forth to pick a meeting time. Salesmate lets you share your calendar so people can book a time that works for everyone.
• Instant Alerts: You get a notification the moment a customer opens your price quote, so you can call them while they are thinking about it.
• Automatic Work: You can set up “Smart Flows” that automatically create tasks, assign deals to teammates, or send welcome emails without you lifting a finger.
• Visual Boards: You can manage your deals on a board that looks like sticky notes. You simply drag and drop a deal to the next stage as it progresses.
• Custom Pipelines: You can create as many different sales paths as you need to track different products or regions.
• Better Proposals: The software can automatically pull information to create nice-looking price quotes and proposals for your presentazione.
• Revenue System: Salesmate acts as a complete system to connect sales, marketing, and support teams to help the whole company make money.