Avvio rapido
— Crea il tuo account e configura il tuo CRM
- Iniziare — Create your account and finish onboarding
- — Monitora le prestazioni di vendita con dati in tempo reale — See pipeline health and forecast revenue accurately
- — Prenota riunioni senza dover scambiare email — Let buyers self-book and stop trading availability emails
- — Gestisci visivamente le trattative lungo la tua pipeline — Track every opportunity through a visible sales cycle
- —Organizzare i conti e i rapporti aziendali — Group contacts and deals under one account record
- Come utilizzare i modelli di email — Send your best repeat messages without rewriting them
- — Mantieni allineato il tuo team di vendita su ogni trattativa — 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
- — Acquisisci i lead direttamente nel tuo CRM — Capture leads from your site straight into the CRM
- — Coinvolgi i visitatori e qualifica automaticamente i lead — Answer visitors and book meetings around the clock
Tempo necessario: 5 minutes per feature — the full guide is about a 14 min read.
In questa guida troverete anche: Consigli professionali | Errori comuni | Risoluzione dei problemi | Prezzi | Alternative
Perché fidarsi di questa guida
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 è 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.
Questo tutorial completo su Salesmate ti guida passo passo attraverso ogni funzionalità, dalla configurazione iniziale ai suggerimenti avanzati che ti trasformeranno in un utente esperto.
This How to Use Salesmate CRM tutorial walks through every feature, from onboarding to the automazione that separates casual users from power users.
Addetto alle vendite
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.
Introduzione a Salesmate
Prima di utilizzare qualsiasi funzionalità, completa questa configurazione iniziale.
Onboarding takes about three minutes.
Passaggio 1: crea il tuo account
Go to the Salesmate website and click Inizia la prova gratuita.
Enter your work email and set a password.
✓ Punto di controllo: A confirmation email lands in your posta in arrivo.
Gamma esporta in PowerPoint, PDF, PNG e Google Slides. Il formato a schede potrebbe richiedere alcune modifiche al layout dopo l'esportazione. L'esportazione in batch consente di scaricare più mazzi contemporaneamente.
Name your workspace, pick your currency, and invite your sales team.
Dovresti visualizzare la dashboard principale con le opzioni di streaming.
✓ Punto di controllo: 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.
✅ Fatto: Onboarding is finished and you can use any feature below.
Monitora le performance di vendita e prevedi i ricavi con report e dashboard personalizzati.
Consente di monitorare le prestazioni di vendita e prevedere le entrate. lets you turn raw activity into a clear sales funnel overview.
Ecco come usarlo, passo dopo passo.
Passaggio 1: Scegli il tuo metodo di input
Clic Rapporti in the left sidebar of your workspace.
Seleziona i campi che desideri visualizzare nel tuo report.
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.
Ecco come si presenta:
✓ Punto di controllo: Your chart populates with live deal data.
Step 3: Schedule It to Your Inbox
Hit Salva, then set a weekly email delivery for your sales team.
✅ Risultato: You have a repeatable report your sales reps can read in seconds.
💡 Consiglio da professionista: Build one report per pipeline stage. Stage-level drop-off tells you where the sales process is leaking.
Condividi la tua disponibilità e prenota riunioni senza scambi di email.
Incontro Pianificatore lets you let prospects book time without the email ping-pong.
Ecco come usarlo, passo dopo passo.
Passaggio 1: Apri la sezione Modelli
Vai a Impostazioni, 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.
Ecco come si presenta:
✓ Punto di controllo: The booking page shows only your free slots.
Passaggio 3: Condividi il link
Drop the link into your email signature and your sequences.
✅ Risultato: Prospects book themselves in, and every meeting lands on the deal record.
💡 Consiglio da professionista: Add a short qualifying domanda to the booking form. Sales reps walk in already knowing the use case.
How to Manage Salesmate Deals
ti permette di monitorare ogni opportunità lungo tutto il percorso di vendita. lets you move every opportunity through a visible sales cycle.
Ecco come usarlo, passo dopo passo.
Passaggio 1: crea la tua pipeline
Aprire Offerte and name each stage after a real buying step.
Fai clic su "Aggiungi trattativa" e inserisci il contatto, il valore e la data di chiusura prevista.
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.
Ecco come si presenta:
✓ Punto di controllo: Your deal appears in the correct stage column.
Step 3: Update Stages as You Go
Drag the card forward the same day something changes.
✅ Risultato: Your whole sales cycle sits on one board instead of in someone’s head.
💡 Consiglio da professionista: Turn on rotting days per stage. Salesmate flags stale deals before the quarter quietly disappears.
How to Use Salesmate Company Tracker
ti permette di gestire lets you group every contact and deal under one account record.
Ecco come usarlo, passo dopo passo.
Step 1: Open the Companies Module
Clic Aziende 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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: You can see total account value before any call, not after it.
💡 Consiglio da professionista: Sort companies by open deal value. That single view usually rewrites your week’s priority list.
Crea messaggi personalizzati riutilizzabili con campi di unione per una comunicazione più rapida.
Modelli di posta elettronica lets you send your best repeat messages without rewriting them.
Ecco come usarlo, passo dopo passo.
Passaggio 1: Apri la Libreria dei modelli
Vai a Modelli 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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Your sales reps stop retyping the same three emails every single day.
💡 Consiglio da professionista: 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.
Ecco come usarlo, passo dopo passo.
Step 1: Invite Your Teammates
Aprire Impostazioni, Poi Utenti, 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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Handovers stop losing context, and nobody hunts through inboxes for history.
💡 Consiglio da professionista: 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.
Ecco come usarlo, passo dopo passo.
Passaggio 1: Apri il Marketplace
Head to Impostazioni, Poi Integrazioni, and browse the app list.
Passaggio 2: collega la tua app
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Data flows between your sales tools without anyone copying and pasting.
💡 Consiglio da professionista: Log the sync direction for each app somewhere shared. Future you will need that note.
Acquisisci i contatti dal tuo sito web direttamente in Salesmate CRM.
ti permette di acquisire lead direttamente dal tuo sito web in Nimble. lets you capture leads from your site straight into the CRM.
Ecco come usarlo, passo dopo passo.
Step 1: Open the Form Builder
Vai a ti permette di acquisire lead direttamente dal tuo sito web in Nimble. 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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Every enquiry lands in the pipeline with an owner already attached.
💡 Consiglio da professionista: Route form leads by page URL. Pricing-page visitors deserve a faster response than blog readers.
Coinvolgi i visitatori del sito web e qualifica automaticamente i lead 24 ore su 24.
Chatbot lets you answer visitors and book meetings around the clock.
Ecco come usarlo, passo dopo passo.
Step 1: Open the Bot Builder
Trovare 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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Off-hours visitors get answers and book calls while your team sleeps.
💡 Consiglio da professionista: Give the bot a human handoff button on every step. Trapped visitors leave and never return.
Dopo aver testato Salesmate per oltre 12 mesi, ecco i miei migliori consigli.
After eight months of daily use, these are the best practices that actually moved our numbers.
See where the gains come from:
Scorciatoie da tastiera
| Azione | Scorciatoia |
|---|---|
| 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.
Funzionalità nascoste che la maggior parte delle persone non nota
- 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.
Utilizzare le fasi predefinite della pipeline senza adattarle al proprio processo di vendita.
Mistake #1: Importing Messy Data During Onboarding
❌ Sbagliato: Dumping ten years of spreadsheet contacts in on day one.
✅ A destra: 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
❌ Sbagliato: Storing names and numbers, then working deals from your inbox anyway.
✅ A destra: 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
❌ Sbagliato: Relying on memory to chase quotes, which is how most deals quietly die.
✅ A destra: Build a sequence for every stage. Reps move faster with the CRM handling reminders for them.
È possibile che l'integrazione con la tua email abbia perso l'autorizzazione.
Problem: Emails Are Not Syncing
Causa: The mailbox connection expired, usually after a password change.
Aggiustare: Reconnect the mailbox under Settings, then send one test email to confirm two-way sync.
Problem: The Meeting Scheduler Shows Wrong Availability
Causa: Your profile timezone does not match your calendar timezone.
Aggiustare: Match both timezones, then clear buffer rules and rebuild the booking link.
Problem: Reports Are Missing Deals
Causa: The report filter excludes deals owned by other sales reps.
Aggiustare: Change the owner filter to your whole sales team and widen the date range.
📌 Nota: If none of these fix it, contact Salesmate support through the in-app chat.
Che cos'è Salesmate?
Addetto alle vendite 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.
Guarda questa breve panoramica:
Include le seguenti caratteristiche principali:
- Monitora le prestazioni e prevedi i ricavi con dashboard personalizzate. Dashboards and custom reports that show where deals stall
- Condividi la tua disponibilità in tempo reale e prenota chiamate senza dover scambiare email. Shareable booking links tied to your live calendar
- Lavagna Kanban con funzionalità drag-and-drop per la gestione visiva del flusso di lavoro. Drag-and-drop pipelines with stage rules and rotting alerts
- Organizza gli account e collega i contatti ai profili aziendali. Account-level records that roll up contacts, deals, and notes
- Modelli di 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
- Moduli web: Drag-and-drop forms with routing and instant notifications
- Interagisci con i visitatori e qualifica i potenziali clienti 24 ore su 24. No-code bot flows that qualify and hand off to reps
Per una ripartizione completa, consultare il nostro Recensione di Salesmate.
Prezzi Salesmate
Here is what Salesmate costs in 2026:
| Piano | Prezzo | Ideale per |
|---|---|---|
| Di base | $23/utente/mese | Small sales teams that need pipelines and email tracking |
| Professionista | $ 39/utente/mese | Growing teams that want sequences, goals, and custom reports |
| Attività commerciale | $ 63/utente/mese | Larger teams needing advanced automation and permissions |
Prova gratuita: Yes, with no credit card required at signup.
Garanzia di rimborso: No refund window is published, so test everything during the trial.
💰 Miglior rapporto qualità-prezzo: Pro — sequences and custom reports are where the CRM starts paying for itself.
Salesmate contro le alternative
How does Salesmate compare against the rest of the CRM market?
Guarda questo confronto:
| Attrezzo | Ideale per | Prezzo | Valutazione |
|---|---|---|---|
| Addetto alle vendite | Sales-first teams on a budget | 23 dollari/utente/mese | ⭐ 2.5 |
| HubSpot | Marketing e vendite in un'unica soluzione | 20 dollari/utente/mese | ⭐ 4,5 |
| Forza vendita | Personalizzazione aziendale | 25 dollari/utente/mese | ⭐ 4.4 |
| Campagna attiva | Email nurture | $19/user/mo | ⭐ 4,5 |
| CRM del lunedì | Visual pipelines | 15 dollari a utente al mese | ⭐ 4.6 |
| CRM Freshsales | Built-in phone and AI | 11 dollari/utente/mese | ⭐ 4,5 |
| Mantenere | Solo business owners | $79/user/mo | ⭐ 4.2 |
| CRM a capsule | Tracciamento semplice dei contatti | 18 dollari/utente/mese | ⭐ 4.4 |
Scelte rapide:
- Il migliore in assoluto: HubSpot — the widest feature set if budget is not the constraint.
- Miglior budget: Freshsales CRM — phone and AI scoring at the lowest entry price.
- Ideale per principianti: Monday CRM — the shortest onboarding of any tool listed.
- Best for teams that close deals faster: Salesmate — sequences, scheduling, and reporting in one CRM.
🎯 Alternative a Salesmate
Piattaforma di marketing completa con CRM, funnel e automazione a partire da 97 dollari al mese.
- 🚀 GoHighLevel: All-in-one agency platform bundling CRM, funnels, and marketing automation under one login.
- 💰 Mantenere: Small-business CRM with built-in invoicing and email automation for solo sellers.
- 🎨 Campagna attiva: 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: Imbuto costruttore for teams selling through landing pages instead of live reps.
- 🧠 Gente: Lightweight, AI-assisted contact CRM built for relationship-driven founders and agencies.
- 👶 Immediatamente: Cold email sending platform with riscaldamento, aimed at outbound rather than pipeline work.
- 🏢 ClickUp: Project management tool with CRM templates for teams that live in tasks.
- 🔧 CRM del lunedì: Visual board-style pipelines that non-technical sales teams pick up quickly.
- 🌟 CRM in capsule: Simple, affordable contact and pipeline tracking without the automation overhead.
- ⭐ Approfondito: 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.
Per l'elenco completo, consultare il nostro Alternative a Salesmate guida.
⚔️ Confronto con Salesmate
Here is how Salesmate stacks up head to head:
- Salesmate contro GoHighLevel: Salesmate is cleaner for pure sales; GoHighLevel wins for agency marketing bundles.
- Salesmate contro Keap: Salesmate scales better past ten reps; Keap suits solo business owners.
- Salesmate contro ActiveCampaign: ActiveCampaign owns email nurture; Salesmate owns pipeline and deal management.
- Salesmate contro HubSpot: HubSpot has the bigger free tier; Salesmate costs far less at scale.
- Salesmate contro ClickFunnels: ClickFunnels sells the offer; Salesmate works the follow ups afterwards.
- Salesmate contro Folk: Folk is lighter and prettier; Salesmate handles real forecasting and reporting.
- Salesmate contro Instantly: Instantly sends cold volume; Salesmate manages what happens after the reply.
- Salesmate contro ClickUp: ClickUp runs projects; Salesmate runs revenue. Pick by which one dominates.
- Salesmate contro Monday CRM: Monday looks slicker; Salesmate ships more sales features for the money.
- Salesmate contro Capsule CRM: Capsule is simpler and cheaper; Salesmate offers automation Capsule cannot match.
- Salesmate contro Insightly: Insightly bridges sales and delivery; Salesmate stays focused on closing deals.
- Salesmate contro Freshsales CRM: Nearly even. Freshsales has stronger AI; Salesmate has better meeting scheduling.
- Salesmate contro Salesforce: Salesforce does everything, slowly and expensively. Salesmate does sales, quickly.
- Salesmate contro Zendesk: Zendesk leads with support; Salesmate leads with sales pipeline depth.
Hai imparato a utilizzare tutte le principali funzionalità di Salesmate:
You now know how to use Salesmate across every major feature:
- ✅ Pianificatore di riunioni
- ✅ Gestisci le offerte
- ✅ Monitora le aziende
- ✅ Migliora la collaborazione del team
- ✅ Registrazione e trascrizione delle riunioni
- ✅ Integrazione con gli strumenti
- ✅ Integrate With Tools
- ✅ Email marketing basato sull'intelligenza artificiale
- La maggior parte delle persone inizia con Gestisci trattative.
Passo successivo: 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.
Domande frequenti
A cosa serve 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.
Come utilizzare il CRM per aumentare le vendite?
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.
Quali sono i principi fondamentali di qualsiasi approccio di vendita?
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 offre una prova gratuita?
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.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean 
Italian 
Turkish 
Dutch 
Polish 
Indonesian 
Thai 
Vietnamese 