Salesmate CRMを使用してワークフローを自動化する方法（2026年版）

執筆者ファヒム・ジョハルダー | Last updated Aug 26, 2026

クイックスタート

このガイドでは、Salesmateのすべての機能について説明します。

はじめる — Create your account and finish onboarding
レポート分析の使い方 — See pipeline health and forecast revenue accurately
会議スケジューラーの使い方 — Let buyers self-book and stop trading availability emails
取引管理機能の使い方 — Track every opportunity through a visible sales cycle
トラック会社の使い方 — Group contacts and deals under one account record
メールテンプレートの使い方 — Send your best repeat messages without rewriting them
Enhance Team Collaboration の使い方 — 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
ウェブフォームの使い方 — Capture leads from your site straight into the CRM
チャットボットの使い方 — Answer visitors and book meetings around the clock

所要時間： 5 minutes per feature — the full guide is about a 14 min read.

このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案

このガイドを信頼する理由

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.

セールスメイトは 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.

Salesmateチュートリアル

This How to Use Salesmate CRM tutorial walks through every feature, from onboarding to the オートメーション that separates casual users from power users.

セールスメイト

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.

今すぐSALESMATEをお試しください →

レビュー全文を読む →

SALESMATEの代替品 →

Salesmateを使い始める

機能を使用する前に、この初回設定を完了してください。

Onboarding takes about three minutes.

ステップ1：アカウントを作成する

Go to the Salesmate website and click 無料トライアルを始める.

Enter your work email and set a password.

✓ チェックポイント: A confirmation email lands in your 受信トレイ.

ステップ2：ワークスペースを設定する

Name your workspace, pick your currency, and invite your sales team.

ダッシュボードの画面は以下のようになります。

✓ チェックポイント: 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.

✅ 完了: Onboarding is finished and you can use any feature below.

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Salesmateレポート分析の使い方

レポート分析 lets you turn raw activity into a clear sales funnel overview.

以下に、その使用方法をステップごとに説明します。

ステップ1：レポートタブを開きます

クリック レポート in the left sidebar of your workspace.

ステップ2：カスタムレポートを作成する

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.

これは以下のようなものです。

✓ チェックポイント: Your chart populates with live deal data.

Step 3: Schedule It to Your Inbox

Hit 保存, then set a weekly email delivery for your sales team.

✅ 結果: You have a repeatable report your sales reps can read in seconds.

💡 プロのヒント: Build one report per pipeline stage. Stage-level drop-off tells you where the sales process is leaking.

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Salesmateミーティングスケジューラーの使い方

ミーティングスケジューラ lets you let prospects book time without the email ping-pong.

以下に、その使用方法をステップごとに説明します。

ステップ1：カレンダーを接続する

行く設定, 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.

これは以下のようなものです。

✓ チェックポイント: The booking page shows only your free slots.

Drop the link into your email signature and your sequences.

✅ 結果: Prospects book themselves in, and every meeting lands on the deal record.

💡 プロのヒント: Add a short qualifying 質問 to the booking form. Sales reps walk in already knowing the use case.

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How to Manage Salesmate Deals

取引の管理 lets you move every opportunity through a visible sales cycle.

以下に、その使用方法をステップごとに説明します。

ステップ1：パイプラインを作成する

開ける お得な情報 and name each stage after a real buying step.

ステップ2：セールを追加する

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.

これは以下のようなものです。

✓ チェックポイント: Your deal appears in the correct stage column.

Step 3: Update Stages as You Go

Drag the card forward the same day something changes.

✅ 結果: Your whole sales cycle sits on one board instead of in someone’s head.

💡 プロのヒント: Turn on rotting days per stage. Salesmate flags stale deals before the quarter quietly disappears.

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How to Use Salesmate Company Tracker

トラック会社 lets you group every contact and deal under one account record.

以下に、その使用方法をステップごとに説明します。

Step 1: Open the Companies Module

クリック企業 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.

これは以下のようなものです。

✓ チェックポイント: 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.

✅ 結果: You can see total account value before any call, not after it.

💡 プロのヒント: Sort companies by open deal value. That single view usually rewrites your week’s priority list.

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Salesmateのメールテンプレートの使い方

メールテンプレート lets you send your best repeat messages without rewriting them.

以下に、その使用方法をステップごとに説明します。

ステップ1：テンプレートライブラリを開く

行く テンプレート 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.

これは以下のようなものです。

✓ チェックポイント: 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.

✅ 結果: Your sales reps stop retyping the same three emails every single day.

💡 プロのヒント: Check open and reply rates monthly. Retire any template under a 30% open rate.

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How to Use Salesmate Team Collaborator

Enhance Team Collaboration lets you keep your whole sales team working from one shared record.

以下に、その使用方法をステップごとに説明します。

Step 1: Invite Your Teammates

開ける設定、それから ユーザー, 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.

これは以下のようなものです。

✓ チェックポイント: 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.

✅ 結果: Handovers stop losing context, and nobody hunts through inboxes for history.

💡 プロのヒント: Make @mentions the rule for deal questions. Chat threads vanish; record notes survive staff changes.

Salesmateを無料でお試しください

How to Integrate Salesmate With Tools

Integrate With Tools lets you connect Salesmate to the rest of your sales tools.

以下に、その使用方法をステップごとに説明します。

ステップ1：マーケットプレイスを開く

Head to 設定、それから統合, and browse the app list.

ステップ2：アプリを接続する

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.

これは以下のようなものです。

✓ チェックポイント: 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.

✅ 結果: Data flows between your sales tools without anyone copying and pasting.

💡 プロのヒント: Log the sync direction for each app somewhere shared. Future you will need that note.

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Salesmate Web Forms の使い方

ウェブフォーム lets you capture leads from your site straight into the CRM.

以下に、その使用方法をステップごとに説明します。

Step 1: Open the Form Builder

行く ウェブフォーム 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.

これは以下のようなものです。

✓ チェックポイント: 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.

✅ 結果: Every enquiry lands in the pipeline with an owner already attached.

💡 プロのヒント: Route form leads by page URL. Pricing-page visitors deserve a faster response than blog readers.

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Salesmateチャットボットの使い方

チャットボット lets you answer visitors and book meetings around the clock.

以下に、その使用方法をステップごとに説明します。

Step 1: Open the Bot Builder

探す チャットボット 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.

これは以下のようなものです。

✓ チェックポイント: 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.

✅ 結果: Off-hours visitors get answers and book calls while your team sleeps.

💡 プロのヒント: Give the bot a human handoff button on every step. Trapped visitors leave and never return.

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Salesmateのプロ向けヒントとショートカット

After eight months of daily use, these are the best practices that actually moved our numbers.

See where the gains come from:

キーボードショートカット

アクション	ショートカット
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.

ほとんどの人が見逃す隠れた機能

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.

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セールスメイトが犯しがちなよくある間違いを避ける方法

Mistake #1: Importing Messy Data During Onboarding

❌ 間違い: Dumping ten years of spreadsheet contacts in on day one.

✅ 右: 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

❌ 間違い: Storing names and numbers, then working deals from your inbox anyway.

✅ 右: 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

❌ 間違い: Relying on memory to chase quotes, which is how most deals quietly die.

✅ 右: Build a sequence for every stage. Reps move faster with the CRM handling reminders for them.

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Salesmateのトラブルシューティング

Problem: Emails Are Not Syncing

原因： The mailbox connection expired, usually after a password change.

修理： Reconnect the mailbox under Settings, then send one test email to confirm two-way sync.

Problem: The Meeting Scheduler Shows Wrong Availability

原因： Your profile timezone does not match your calendar timezone.

修理： Match both timezones, then clear buffer rules and rebuild the booking link.

Problem: Reports Are Missing Deals

原因： The report filter excludes deals owned by other sales reps.

修理： Change the owner filter to your whole sales team and widen the date range.

📌 注記： If none of these fix it, contact Salesmate support through the in-app chat.

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Salesmate とは何ですか?

セールスメイト 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.

こちらの簡単な概要をご覧ください。

主な機能は以下のとおりです。

レポート分析： Dashboards and custom reports that show where deals stall
会議スケジューラー: Shareable booking links tied to your live calendar
取引の管理: Drag-and-drop pipelines with stage rules and rotting alerts
追跡対象企業： Account-level records that roll up contacts, deals, and notes
メールテンプレート： 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
ウェブフォーム： Drag-and-drop forms with routing and instant notifications
チャットボット： No-code bot flows that qualify and hand off to reps

詳細については、こちらをご覧ください。 Salesmateのレビュー.

Salesmateを無料でお試しください

セールスメイト価格設定

Here is what Salesmate costs in 2026:

プラン	価格	最適な用途
基本	1ユーザーあたり月額23ドル	Small sales teams that need pipelines and email tracking
プロ	1ユーザーあたり月額39ドル	Growing teams that want sequences, goals, and custom reports
仕事	1ユーザーあたり月額63ドル	Larger teams needing advanced automation and permissions

無料トライアル: Yes, with no credit card required at signup.

返金保証: No refund window is published, so test everything during the trial.

💰 最もお得な価格: Pro — sequences and custom reports are where the CRM starts paying for itself.

Salesmateを無料でお試しください

Salesmateと代替案の比較

How does Salesmate compare against the rest of the CRM market?

この比較をご覧ください。

道具	最適な用途	価格	評価
セールスメイト	Sales-first teams on a budget	月額23ドル/ユーザー	⭐ 2.5
ハブスポット	マーケティングとセールスを一つに	月額20ドル/ユーザー	⭐ 4.5
セールスフォース	企業向けカスタマイズ	月額25ドル/ユーザー	⭐ 4.4
アクティブキャンペーン	Email nurture	$19/user/mo	⭐ 4.5
月曜日のCRM	Visual pipelines	1ユーザーあたり月額15ドル	⭐ 4.6
フレッシュセールス CRM	Built-in phone and AI	1ユーザーあたり月額11ドル	⭐ 4.5
キープ	Solo business owners	$79/user/mo	⭐ 4.2
カプセルCRM	シンプルな接触追跡	1ユーザーあたり月額18ドル	⭐ 4.4

おすすめ商品：

総合ベスト： HubSpot — the widest feature set if budget is not the constraint.
ベスト予算： Freshsales CRM — phone and AI scoring at the lowest entry price.
初心者におすすめ： Monday CRM — the shortest onboarding of any tool listed.
Best for teams that close deals faster: Salesmate — sequences, scheduling, and reporting in one CRM.

🎯 Salesmateの代替品

Salesmateの代替サービスをお探しですか？おすすめの選択肢はこちらです。

🚀 ゴーハイレベル: All-in-one agency platform bundling CRM, funnels, and marketing automation under one login.
💰 キープ： Small-business CRM with built-in invoicing and email automation for solo sellers.
🎨 アクティブキャンペーン: Email-first automation with a lighter CRM attached for nurture-heavy teams.
⚡ ハブスポット： Generous free tier that grows into a full marketing and service suite.
🔒 クリックファネル: 漏斗ビルダー for teams selling through landing pages instead of live reps.
🧠 フォーク： Lightweight, AI-assisted contact CRM built for relationship-driven founders and agencies.
👶 即座に: Cold email sending platform with 準備し始める, aimed at outbound rather than pipeline work.
🏢 クリックアップ: Project management tool with CRM templates for teams that live in tasks.
🔧 月曜日のCRM: Visual board-style pipelines that non-technical sales teams pick up quickly.
🌟 カプセルCRM: Simple, affordable contact and pipeline tracking without the automation overhead.
⭐ 洞察力： CRM plus project delivery, useful when sales hands work to a delivery team.
🎯 フレッシュセールス CRM: Built-in phone, chat, and AI scoring inside one tidy sales workspace.
💼 セールスフォース: Enterprise-grade customization and reporting depth, with the setup cost to match.
📊 ゼンデスク: Support-led platform with a sell module for service teams that also close.

全リストについては、こちらをご覧ください。セールスメイトの代替品ガイド。

⚔️ セールスメイト比較

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.
セールスメイト vs フォーク： Folk is lighter and prettier; Salesmate handles real forecasting and reporting.
Salesmate vs Instantly： 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とCapsule CRMの比較： 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とFreshsales CRMの比較： Nearly even. Freshsales has stronger AI; Salesmate has better meeting scheduling.
Salesmate vs Salesforce: Salesforce does everything, slowly and expensively. Salesmate does sales, quickly.
Salesmate vs Zendesk: Zendesk leads with support; Salesmate leads with sales pipeline depth.

Salesmateを無料でお試しください

今すぐSalesmateを使い始めましょう

You now know how to use Salesmate across every major feature:

✅ レポート分析
✅ 会議スケジュール作成ツール
✅ 取引の管理
✅ 企業を追跡する
✅ メールテンプレート
✅ チームコラボレーションの強化
✅ Integrate With Tools
✅ ウェブフォーム
✅ チャットボット

次のステップ： 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.

Salesmateを無料でお試しください

よくある質問

Salesmateは何に使われるのですか？

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.

CRMを活用して売上を伸ばすにはどうすれば良いですか？

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.

あらゆる営業手法の基本とは何でしょうか？

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は無料トライアルを提供していますか？

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.