{"id":33230,"date":"2024-12-13T12:49:06","date_gmt":"2024-12-13T12:49:06","guid":{"rendered":"https:\/\/fahimai.com\/?p=33230"},"modified":"2026-08-26T11:25:38","modified_gmt":"2026-08-26T08:25:38","slug":"how-to-use-salesmate","status":"publish","type":"post","link":"https:\/\/www.fahimai.com\/ja\/how-to-use-salesmate","title":{"rendered":"Salesmate CRM\u3092\u4f7f\u7528\u3057\u3066\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u81ea\u52d5\u5316\u3059\u308b\u65b9\u6cd5\uff082026\u5e74\u7248\uff09"},"content":{"rendered":"\n<h2 id='quick-start'  id=\"boomdevs_1\" class=\"wp-block-heading\">Quick Start<\/h2>\n\n\n\n<div class=\"wp-block-group quick-start-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image134565_0a414b-a0.kb-image-is-ratio-size, .kb-image134565_0a414b-a0 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image134565_0a414b-a0.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image134565_0a414b-a0 .kb-image-is-ratio-size{align-self:unset;}.kb-image134565_0a414b-a0 figure{max-width:350px;}.kb-image134565_0a414b-a0 .image-is-svg, .kb-image134565_0a414b-a0 .image-is-svg img{width:100%;}.kb-image134565_0a414b-a0 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image134565_0a414b-a0\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/CTA-4.png\" alt=\"Salesmate Logo\" class=\"kb-img wp-image-25856\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/CTA-4.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/CTA-4-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>This guide covers every Salesmate feature:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#getting-started-with-salesmate\">Getting Started<\/a> \u2014 Create your account and finish onboarding<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-report-analytics\">How to Use Report Analytics<\/a> \u2014 See pipeline health and forecast revenue accurately<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-meeting-scheduler\">How to Use Meeting Scheduler<\/a> \u2014 Let buyers self-book and stop trading availability emails<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-manage-deals\">How to Use Manage Deals<\/a> \u2014 Track every opportunity through a visible sales cycle<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-track-companies\">How to Use Track Companies<\/a> \u2014 Group contacts and deals under one account record<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-email-templates\">How to Use Email Templates<\/a> \u2014 Send your best repeat messages without rewriting them<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-enhance-team-collaboration\">How to Use Enhance Team Collaboration<\/a> \u2014 Keep your whole sales team working from one shared record<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-integrate-with-tools\">How to Use Integrate With Tools<\/a> \u2014 Connect Salesmate to the rest of your sales tools<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-web-forms\">How to Use Web Forms<\/a> \u2014 Capture leads from your site straight into the CRM<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-chatbots\">How to Use Chatbots<\/a> \u2014 Answer visitors and book meetings around the clock<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Time needed:<\/strong> 5 minutes per feature \u2014 the full guide is about a 14 min read.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Also in this guide:<\/strong> <a href=\"#salesmate-pro-tips-and-shortcuts\">Pro Tips<\/a> | <a href=\"#salesmate-common-mistakes-to-avoid\">Common Mistakes<\/a> | <a href=\"#salesmate-troubleshooting\">Troubleshooting<\/a> | <a href=\"#salesmate-pricing\">Pricing<\/a> | <a href=\"#salesmate-vs-alternatives\">Alternatives<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Why Trust This Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/12\/Fahim-AI-2-1-25.png\" alt=\"Salesmate CRM feature overview\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Salesmate is a <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-for-coaches\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"154155\" target=\"_blank\" rel=\"noopener\">CRM<\/a> designed for sales teams that want fewer tabs and more closed deals.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But most users only ever touch contacts and deals.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This guide shows you how to use Salesmate properly, feature by feature.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step by step, with screenshots and the tips I wish I had on day one.<\/p>\n\n\n\n<h2 id='salesmate-tutorial'  id=\"boomdevs_2\" class=\"wp-block-heading\">Salesmate Tutorial<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This How to Use Salesmate CRM tutorial walks through every feature, from onboarding to the <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/linkedin-automation-tools\" title=\"automation\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"154168\">automation<\/a> that separates casual users from power users.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns cta-box-inner is-layout-flex wp-container-core-columns-is-layout-c446116b wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column cta-box-left is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group cta-box-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image134565_0a414b-a0.kb-image-is-ratio-size, .kb-image134565_0a414b-a0 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image134565_0a414b-a0.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image134565_0a414b-a0 .kb-image-is-ratio-size{align-self:unset;}.kb-image134565_0a414b-a0 figure{max-width:350px;}.kb-image134565_0a414b-a0 .image-is-svg, .kb-image134565_0a414b-a0 .image-is-svg img{width:100%;}.kb-image134565_0a414b-a0 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image134565_0a414b-a0\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/CTA-4.png\" alt=\"Salesmate Logo\" class=\"kb-img wp-image-25856\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/CTA-4.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/CTA-4-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column cta-box-right is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"cta-box-title wp-block-paragraph\">Salesmate<\/p>\n\n\n\n<p class=\"cta-box-description wp-block-paragraph\">Run your entire sales process in one place. Salesmate bundles pipelines, calling, email sequences, and reporting from $23 per user monthly. Start free \u2014 no card needed.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-primary\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\">TRY SALESMATE NOW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/salesmate-crm\">READ FULL REVIEW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/salesmate-alternatives\">SALESMATE ALTERNATIVES \u2192<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 id='getting-started-with-salesmate'  id=\"boomdevs_3\" id=\"getting-started-with-salesmate\" class=\"wp-block-heading\">Getting Started with Salesmate<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Before any feature, finish this one-time setup.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Onboarding takes about three minutes.<\/p>\n\n\n\n<h4 id='step-1-create-your-account'  id=\"boomdevs_4\" class=\"wp-block-heading\">Step 1: Create Your Account<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to the Salesmate website and click <strong>Start Free Trial<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Enter your work email and set a password.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> A confirmation email lands in your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/inbox-placement-tool\" title=\"inbox\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"154170\" target=\"_blank\" rel=\"noopener\">inbox<\/a>.<\/p>\n\n\n\n<h4 id='step-2-set-up-your-workspace'  id=\"boomdevs_5\" class=\"wp-block-heading\">Step 2: Set Up Your Workspace<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Name your workspace, pick your currency, and invite your sales team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what the dashboard looks like:<\/p>\n\n\n<style>.kb-image347c94_e79d27 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image347c94_e79d27 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Untitled-design-2-6-980x413.png\" alt=\"Salesmate Personal Experience\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> You land on the main dashboard with empty widgets.<\/p>\n\n\n\n<h4 id='step-3-import-contacts-and-map-your-sales-process'  id=\"boomdevs_6\" class=\"wp-block-heading\">Step 3: Import Contacts and Map Your Sales Process<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Upload a clean CSV, then rename your pipeline stages to match how you actually sell.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Done:<\/strong> Onboarding is finished and you can use any feature below.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-salesmate-report-analytics'  id=\"boomdevs_7\" id=\"how-to-use-salesmate-report-analytics\" class=\"wp-block-heading\">How to Use Salesmate Report Analytics<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Report Analytics<\/strong> lets you turn raw activity into a clear sales funnel overview.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-reports-tab'  id=\"boomdevs_8\" class=\"wp-block-heading\">Step 1: Open the Reports Tab<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click <strong>Reports<\/strong> in the left sidebar of your workspace.<\/p>\n\n\n\n<h4 id='step-2-build-a-custom-report'  id=\"boomdevs_9\" class=\"wp-block-heading\">Step 2: Build a Custom Report<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Pick a module, choose your filters, then select a chart type.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With a structured process, sales managers gain a clear sales funnel overview, which makes revenue forecasts more accurate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-image1c4f7b_75e7ec .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image1c4f7b_75e7ec size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Salesmate-Report-Analytics-980x429.png\" alt=\"Salesmate Report Analytics\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your chart populates with live deal data.<\/p>\n\n\n\n<h4 id='step-3-schedule-it-to-your-inbox'  id=\"boomdevs_10\" class=\"wp-block-heading\">Step 3: Schedule It to Your Inbox<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Hit <strong>Save<\/strong>, then set a weekly email delivery for your sales team.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You have a repeatable report your sales reps can read in seconds.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Build one report per pipeline stage. Stage-level drop-off tells you where the sales process is leaking.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-salesmate-meeting-scheduler'  id=\"boomdevs_11\" id=\"how-to-use-salesmate-meeting-scheduler\" class=\"wp-block-heading\">How to Use Salesmate Meeting Scheduler<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/best-webinar-software\" title=\"Meeting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"154174\">Meeting<\/a> Scheduler<\/strong> lets you let prospects book time without the email ping-pong.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-connect-your-calendar'  id=\"boomdevs_12\" class=\"wp-block-heading\">Step 1: Connect Your Calendar<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to <strong>Settings<\/strong>, then link your Google or Outlook calendar.<\/p>\n\n\n\n<h4 id='step-2-create-a-meeting-link'  id=\"boomdevs_13\" class=\"wp-block-heading\">Step 2: Create a Meeting Link<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Set the duration, buffer time, and the hours you accept calls.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Salesmate blocks anything already booked, so double-bookings never reach your sales team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-imagea26fe9_b27deb .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagea26fe9_b27deb size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Salesmate-Meeting-Scheduler-980x438.png\" alt=\"Salesmate Meeting Scheduler\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The booking page shows only your free slots.<\/p>\n\n\n\n<h4 id='step-3-share-the-link'  id=\"boomdevs_14\" class=\"wp-block-heading\">Step 3: Share the Link<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Drop the link into your email signature and your sequences.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Prospects book themselves in, and every meeting lands on the deal record.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Add a short qualifying <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/question-ai\" title=\"question\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"154167\" target=\"_blank\" rel=\"noopener\">question<\/a> to the booking form. Sales reps walk in already knowing the use case.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-manage-salesmate-deals'  id=\"boomdevs_15\" id=\"how-to-use-salesmate-manage-deals\" class=\"wp-block-heading\">How to Manage Salesmate Deals<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Manage Deals<\/strong> lets you move every opportunity through a visible sales cycle.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-create-your-pipeline'  id=\"boomdevs_16\" class=\"wp-block-heading\">Step 1: Create Your Pipeline<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open <strong>Deals<\/strong> and name each stage after a real buying step.<\/p>\n\n\n\n<h4 id='step-2-add-a-deal'  id=\"boomdevs_17\" class=\"wp-block-heading\">Step 2: Add a Deal<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Enter the value, close date, and owner, then link the contact.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A well-defined sales process lets sales reps understand and respond to customer needs at each stage.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-imagebe13a6_2be335 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagebe13a6_2be335 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Untitled-design-15-980x442.png\" alt=\"Salesmate Manage Deals\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your deal appears in the correct stage column.<\/p>\n\n\n\n<h4 id='step-3-update-stages-as-you-go'  id=\"boomdevs_18\" class=\"wp-block-heading\">Step 3: Update Stages as You Go<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Drag the card forward the same day something changes.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Your whole sales cycle sits on one board instead of in someone&#8217;s head.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Turn on rotting days per stage. Salesmate flags stale deals before the quarter quietly disappears.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-salesmate-company-tracker'  id=\"boomdevs_19\" id=\"how-to-use-salesmate-track-companies\" class=\"wp-block-heading\">How to Use Salesmate Company Tracker<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Track Companies<\/strong> lets you group every contact and deal under one account record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-companies-module'  id=\"boomdevs_20\" class=\"wp-block-heading\">Step 1: Open the Companies Module<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click <strong>Companies<\/strong> from the main navigation bar.<\/p>\n\n\n\n<h4 id='step-2-add-a-company-record'  id=\"boomdevs_21\" class=\"wp-block-heading\">Step 2: Add a Company Record<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Fill in the domain, industry, and size fields you actually report on.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Keep the field list short. Empty fields make reports look worse than no fields at all.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-imagef07951_1ada86 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagef07951_1ada86 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Untitled-design-3-4-980x250.png\" alt=\"Salesmate Track Companies\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The company page lists all linked contacts and deals.<\/p>\n\n\n\n<h4 id='step-3-link-contacts-and-deals'  id=\"boomdevs_22\" class=\"wp-block-heading\">Step 3: Link Contacts and Deals<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Attach every related person and open opportunity to that account.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You can see total account value before any call, not after it.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Sort companies by open deal value. That single view usually rewrites your week&#8217;s priority list.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-salesmate-email-templates'  id=\"boomdevs_23\" id=\"how-to-use-salesmate-email-templates\" class=\"wp-block-heading\">How to Use Salesmate Email Templates<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Email Templates<\/strong> lets you send your best repeat messages without rewriting them.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-template-library'  id=\"boomdevs_24\" class=\"wp-block-heading\">Step 1: Open the Template Library<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to <strong>Templates<\/strong> and click <strong>Create Template<\/strong>.<\/p>\n\n\n\n<h4 id='step-2-write-it-with-merge-fields'  id=\"boomdevs_25\" class=\"wp-block-heading\">Step 2: Write It With Merge Fields<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Insert tokens for name, company, and deal so each send reads personal.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Write the template the way your best rep writes. Copy what already books meetings.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-imagea53abd_c3b9cb .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagea53abd_c3b9cb size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Untitled-design-1-6-980x419.png\" alt=\"Salesmate Email Templates\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The preview shows real contact data in the merge fields.<\/p>\n\n\n\n<h4 id='step-3-save-and-reuse-it'  id=\"boomdevs_26\" class=\"wp-block-heading\">Step 3: Save and Reuse It<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Attach the template to a sequence and let the CRM handle follow ups.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Your sales reps stop retyping the same three emails every single day.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Check open and reply rates monthly. Retire any template under a 30% open rate.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-salesmate-team-collaborator'  id=\"boomdevs_27\" id=\"how-to-use-salesmate-enhance-team-collaboration\" class=\"wp-block-heading\">How to Use Salesmate Team Collaborator<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Enhance Team Collaboration<\/strong> lets you keep your whole sales team working from one shared record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-invite-your-teammates'  id=\"boomdevs_28\" class=\"wp-block-heading\">Step 1: Invite Your Teammates<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open <strong>Settings<\/strong>, then <strong>Users<\/strong>, and send invites by email.<\/p>\n\n\n\n<h4 id='step-2-assign-roles-and-records'  id=\"boomdevs_29\" class=\"wp-block-heading\">Step 2: Assign Roles and Records<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Give each rep the territory or pipeline they own, nothing more.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A consistent approach improves the customer experience and builds trust, because buyers get the same service at every touchpoint.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Boost Team Collaboration and Decision-Making with Salesmate CRM\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/TJjiO0N3grc?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your teammate receives the invite and appears in the user list.<\/p>\n\n\n\n<h4 id='step-3-use-mentions-on-records'  id=\"boomdevs_30\" class=\"wp-block-heading\">Step 3: Use @Mentions on Records<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Tag a colleague in a note instead of forwarding the thread.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Handovers stop losing context, and nobody hunts through inboxes for history.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Make @mentions the rule for deal questions. Chat threads vanish; record notes survive staff changes.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-integrate-salesmate-with-tools'  id=\"boomdevs_31\" id=\"how-to-use-salesmate-integrate-with-tools\" class=\"wp-block-heading\">How to Integrate Salesmate With Tools<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Integrate With Tools<\/strong> lets you connect Salesmate to the rest of your sales tools.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-marketplace'  id=\"boomdevs_32\" class=\"wp-block-heading\">Step 1: Open the Marketplace<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Head to <strong>Settings<\/strong>, then <strong>Integrations<\/strong>, and browse the app list.<\/p>\n\n\n\n<h4 id='step-2-connect-your-app'  id=\"boomdevs_33\" class=\"wp-block-heading\">Step 2: Connect Your App<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Authorise the account and pick which records should sync both ways.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Start with the two sales tools you open daily. Connecting everything at once creates duplicates.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Integrate video conferencing tools for your meetings within Salesmate\" width=\"1080\" height=\"810\" src=\"https:\/\/www.youtube.com\/embed\/83YUyXy56OI?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your test record appears in both apps with matching values.<\/p>\n\n\n\n<h4 id='step-3-map-fields-and-test'  id=\"boomdevs_34\" class=\"wp-block-heading\">Step 3: Map Fields and Test<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Match field names, then push one test record through the connection.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Data flows between your sales tools without anyone copying and pasting.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Log the sync direction for each app somewhere shared. Future you will need that note.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-salesmate-web-forms'  id=\"boomdevs_35\" id=\"how-to-use-salesmate-web-forms\" class=\"wp-block-heading\">How to Use Salesmate Web Forms<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Web Forms<\/strong> lets you capture leads from your site straight into the CRM.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-form-builder'  id=\"boomdevs_36\" class=\"wp-block-heading\">Step 1: Open the Form Builder<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to <strong>Web Forms<\/strong> and start a new form from scratch.<\/p>\n\n\n\n<h4 id='step-2-add-fields-and-routing'  id=\"boomdevs_37\" class=\"wp-block-heading\">Step 2: Add Fields and Routing<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Keep it to four fields, then set the owner who gets each lead.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Short forms convert better. Ask for budget later, once someone is actually talking to you.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"10 - Create Webforms - Salesmate\" width=\"1080\" height=\"810\" src=\"https:\/\/www.youtube.com\/embed\/jpR0Zhjczxs?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> A test submission creates a new contact instantly.<\/p>\n\n\n\n<h4 id='step-3-embed-it-on-your-site'  id=\"boomdevs_38\" class=\"wp-block-heading\">Step 3: Embed It On Your Site<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Copy the embed code and paste it into your landing page.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Every enquiry lands in the pipeline with an owner already attached.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Route form leads by page URL. Pricing-page visitors deserve a faster response than blog readers.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-salesmate-chatbots'  id=\"boomdevs_39\" id=\"how-to-use-salesmate-chatbots\" class=\"wp-block-heading\">How to Use Salesmate Chatbots<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/ai-chatbots\" title=\"Chatbots\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"154171\">Chatbots<\/a><\/strong> lets you answer visitors and book meetings around the clock.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-bot-builder'  id=\"boomdevs_40\" class=\"wp-block-heading\">Step 1: Open the Bot Builder<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Find <strong>Chatbots<\/strong> in your workspace and create a new bot.<\/p>\n\n\n\n<h4 id='step-2-build-the-flow'  id=\"boomdevs_41\" class=\"wp-block-heading\">Step 2: Build the Flow<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Add two qualifying questions, then offer your meeting link.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bots do the boring qualifying, so sales reps only join conversations worth their time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"13 - Chat Messenger - Salesmate\" width=\"1080\" height=\"810\" src=\"https:\/\/www.youtube.com\/embed\/rXdxXtrXEHk?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The bot widget appears on your live site.<\/p>\n\n\n\n<h4 id='step-3-publish-and-watch-it'  id=\"boomdevs_42\" class=\"wp-block-heading\">Step 3: Publish and Watch It<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Turn it on, then review transcripts weekly and fix dead ends.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Off-hours visitors get answers and book calls while your team sleeps.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Give the bot a human handoff button on every step. Trapped visitors leave and never return.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='salesmate-pro-tips-and-shortcuts'  id=\"boomdevs_43\" id=\"salesmate-pro-tips-and-shortcuts\" class=\"wp-block-heading\">Salesmate Pro Tips and Shortcuts<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">After eight months of daily use, these are the best practices that actually moved our numbers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">See where the gains come from:<\/p>\n\n\n<style>.kb-image4053c3_c98bb3 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image4053c3_c98bb3 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Untitled-design-6-3-980x459.png\" alt=\"Salesmate Top Benefits\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Keyboard Shortcuts<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Action<\/th><th>Shortcut<\/th><\/tr><\/thead><tbody><tr><td>Open the full shortcut list<\/td><td>Shift + \/<\/td><\/tr><tr><td>Jump to global search<\/td><td>\/<\/td><\/tr><tr><td>Save the open record<\/td><td>Ctrl + S<\/td><\/tr><tr><td>Close any dialog<\/td><td>Esc<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Shortcuts vary slightly by browser, so check the in-app list once after onboarding.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Hidden Features Most People Miss<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Custom activity types:<\/strong> Salesmate provides customizable activity types with specific icons, so you can track progress beyond basic tasks and calls.<\/li>\n\n\n\n<li><strong>Dynamic quotes and proposals:<\/strong> These pull CRM data automatically and give you improved pricing tables and cover pages for client presentations.<\/li>\n\n\n\n<li><strong>Product release notes:<\/strong> The November 2024 release notes added scheduling and reporting upgrades that most existing users never switched on.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Salesmate also publishes case studies worth skimming, since they show how similar teams shortened their sales cycle.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='salesmate-common-mistakes-to-avoid'  id=\"boomdevs_44\" id=\"salesmate-common-mistakes-to-avoid\" class=\"wp-block-heading\">Salesmate Common Mistakes to Avoid<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #1: Importing Messy Data During Onboarding<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Dumping ten years of spreadsheet contacts in on day one.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Import only contacts touched in the last 18 months, then clean duplicates before inviting sales reps.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #2: Treating the CRM Like a Contact List<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Storing names and numbers, then working deals from your inbox anyway.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Map your sales process to pipeline stages. A strong sales process is the backbone of any high-performing sales organization.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #3: Skipping Automated Follow Ups<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Relying on memory to chase quotes, which is how most deals quietly die.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Build a sequence for every stage. Reps move faster with the CRM handling reminders for them.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='salesmate-troubleshooting'  id=\"boomdevs_45\" id=\"salesmate-troubleshooting\" class=\"wp-block-heading\">Salesmate Troubleshooting<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Emails Are Not Syncing<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> The mailbox connection expired, usually after a password change.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Reconnect the mailbox under Settings, then send one test email to confirm two-way sync.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: The Meeting Scheduler Shows Wrong Availability<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> Your profile timezone does not match your calendar timezone.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Match both timezones, then clear buffer rules and rebuild the booking link.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Reports Are Missing Deals<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> The report filter excludes deals owned by other sales reps.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Change the owner filter to your whole sales team and widen the date range.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udccc <strong>Note:<\/strong> If none of these fix it, contact Salesmate support through the in-app chat.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='what-is-salesmate'  id=\"boomdevs_46\" class=\"wp-block-heading\">What is Salesmate?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Salesmate<\/strong> is a CRM designed for sales teams that need pipelines, calling, and email automation without enterprise pricing.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Think of it as a shared workspace where every deal, call, and email lives on one record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It is built around one idea: software designed for sales success beats a generic database every time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch this quick overview:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Salesmate.io CRM Demo And Review (Full Guide)\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/ZGvrnHK9TPk?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">It includes these key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Report Analytics:<\/strong> Dashboards and custom reports that show where deals stall<\/li>\n\n\n\n<li><strong>Meeting Scheduler:<\/strong> Shareable booking links tied to your live calendar<\/li>\n\n\n\n<li><strong>Manage Deals:<\/strong> Drag-and-drop pipelines with stage rules and rotting alerts<\/li>\n\n\n\n<li><strong>Track Companies:<\/strong> Account-level records that roll up contacts, deals, and notes<\/li>\n\n\n\n<li><strong>Email Templates:<\/strong> Reusable templates with merge fields and open tracking<\/li>\n\n\n\n<li><strong>Enhance Team Collaboration:<\/strong> Shared inboxes, @mentions, and role-based record access<\/li>\n\n\n\n<li><strong>Integrate With Tools:<\/strong> Native apps, Zapier, and an open API for custom work<\/li>\n\n\n\n<li><strong>Web Forms:<\/strong> Drag-and-drop forms with routing and instant notifications<\/li>\n\n\n\n<li><strong>Chatbots:<\/strong> No-code bot flows that qualify and hand off to reps<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For a full breakdown, see our <a href=\"https:\/\/www.fahimai.com\/salesmate-crm\">Salesmate review<\/a>.<\/p>\n\n\n<style>.kb-imaged15185_695271 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imaged15185_695271 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Untitled-design-5-4-980x545.png\" alt=\"Salesmate Homepage\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='salesmate-pricing'  id=\"boomdevs_47\" id=\"salesmate-pricing\" class=\"wp-block-heading\">Salesmate Pricing<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what Salesmate costs in 2026:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Plan<\/th><th>Price<\/th><th>Best For<\/th><\/tr><\/thead><tbody><tr><td>Basic<\/td><td>$23\/user\/month<\/td><td>Small sales teams that need pipelines and email tracking<\/td><\/tr><tr><td>Pro<\/td><td>$39\/user\/month<\/td><td>Growing teams that want sequences, goals, and custom reports<\/td><\/tr><tr><td>Business<\/td><td>$63\/user\/month<\/td><td>Larger teams needing advanced automation and permissions<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Free trial:<\/strong> Yes, with no credit card required at signup.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Money-back guarantee:<\/strong> No refund window is published, so test everything during the trial.<\/p>\n\n\n<style>.kb-image407677_1d491d .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image407677_1d491d size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Salesmates-CRM-Pricing-980x451.png\" alt=\"Salesmate Pricing\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcb0 <strong>Best Value:<\/strong> Pro \u2014 sequences and custom reports are where the CRM starts paying for itself.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='salesmate-vs-alternatives'  id=\"boomdevs_48\" id=\"salesmate-vs-alternatives\" class=\"wp-block-heading\">Salesmate vs Alternatives<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">How does Salesmate compare against the rest of the CRM market?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch this comparison:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"The Best CRM Tools for Your Needs\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/qAwlJrX-4ww?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Tool<\/th><th>Best For<\/th><th>Price<\/th><th>Rating<\/th><\/tr><\/thead><tbody><tr><td><strong>Salesmate<\/strong><\/td><td>Sales-first teams on a budget<\/td><td>$23\/user\/mo<\/td><td>\u2b50 2.5<\/td><\/tr><tr><td>HubSpot<\/td><td>Marketing and sales in one<\/td><td>$20\/user\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td>Salesforce<\/td><td>Enterprise customization<\/td><td>$25\/user\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><tr><td>ActiveCampaign<\/td><td>Email nurture<\/td><td>$19\/user\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td>Monday CRM<\/td><td>Visual pipelines<\/td><td>$15\/user\/mo<\/td><td>\u2b50 4.6<\/td><\/tr><tr><td>Freshsales CRM<\/td><td>Built-in phone and AI<\/td><td>$11\/user\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td>Keap<\/td><td>Solo business owners<\/td><td>$79\/user\/mo<\/td><td>\u2b50 4.2<\/td><\/tr><tr><td>Capsule CRM<\/td><td>Simple contact tracking<\/td><td>$18\/user\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Quick picks:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Best overall:<\/strong> HubSpot \u2014 the widest feature set if budget is not the constraint.<\/li>\n\n\n\n<li><strong>Best budget:<\/strong> Freshsales CRM \u2014 phone and AI scoring at the lowest entry price.<\/li>\n\n\n\n<li><strong>Best for beginners:<\/strong> Monday CRM \u2014 the shortest onboarding of any tool listed.<\/li>\n\n\n\n<li><strong>Best for teams that close deals faster:<\/strong> Salesmate \u2014 sequences, scheduling, and reporting in one CRM.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\ud83c\udfaf Salesmate Alternatives<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Looking for Salesmate alternatives? Here are the top options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud83d\ude80 <strong>GoHighLevel:<\/strong> All-in-one agency platform bundling CRM, funnels, and marketing automation under one login.<\/li>\n\n\n\n<li>\ud83d\udcb0 <strong>Keap:<\/strong> Small-business CRM with built-in invoicing and email automation for solo sellers.<\/li>\n\n\n\n<li>\ud83c\udfa8 <strong>ActiveCampaign:<\/strong> Email-first automation with a lighter CRM attached for nurture-heavy teams.<\/li>\n\n\n\n<li>\u26a1 <strong>HubSpot:<\/strong> Generous free tier that grows into a full marketing and service suite.<\/li>\n\n\n\n<li>\ud83d\udd12 <strong>ClickFunnels:<\/strong> Funnel <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-website-builder\" title=\"builder\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"154172\" target=\"_blank\" rel=\"noopener\">builder<\/a> for teams selling through landing pages instead of live reps.<\/li>\n\n\n\n<li>\ud83e\udde0 <strong>Folk:<\/strong> Lightweight, AI-assisted contact CRM built for relationship-driven founders and agencies.<\/li>\n\n\n\n<li>\ud83d\udc76 <strong>Instantly:<\/strong> Cold email sending platform with <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/email-warmup-tool\" title=\"warmup\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"154169\" target=\"_blank\" rel=\"noopener\">warmup<\/a>, aimed at outbound rather than pipeline work.<\/li>\n\n\n\n<li>\ud83c\udfe2 <strong>ClickUp:<\/strong> Project management tool with CRM templates for teams that live in tasks.<\/li>\n\n\n\n<li>\ud83d\udd27 <strong>Monday CRM:<\/strong> Visual board-style pipelines that non-technical sales teams pick up quickly.<\/li>\n\n\n\n<li>\ud83c\udf1f <strong>Capsule CRM:<\/strong> Simple, affordable contact and pipeline tracking without the automation overhead.<\/li>\n\n\n\n<li>\u2b50 <strong>Insightly:<\/strong> CRM plus project delivery, useful when sales hands work to a delivery team.<\/li>\n\n\n\n<li>\ud83c\udfaf <strong>Freshsales CRM:<\/strong> Built-in phone, chat, and AI scoring inside one tidy sales workspace.<\/li>\n\n\n\n<li>\ud83d\udcbc <strong>Salesforce:<\/strong> Enterprise-grade customization and reporting depth, with the setup cost to match.<\/li>\n\n\n\n<li>\ud83d\udcca <strong>Zendesk:<\/strong> Support-led platform with a sell module for service teams that also close.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For the full list, see our <a href=\"https:\/\/www.fahimai.com\/salesmate-alternatives\">Salesmate alternatives<\/a> guide.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\u2694\ufe0f Salesmate Compared<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how Salesmate stacks up head to head:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Salesmate vs GoHighLevel:<\/strong> Salesmate is cleaner for pure sales; GoHighLevel wins for agency marketing bundles.<\/li>\n\n\n\n<li><strong>Salesmate vs Keap:<\/strong> Salesmate scales better past ten reps; Keap suits solo business owners.<\/li>\n\n\n\n<li><strong>Salesmate vs ActiveCampaign:<\/strong> ActiveCampaign owns email nurture; Salesmate owns pipeline and deal management.<\/li>\n\n\n\n<li><strong>Salesmate vs HubSpot:<\/strong> HubSpot has the bigger free tier; Salesmate costs far less at scale.<\/li>\n\n\n\n<li><strong>Salesmate vs ClickFunnels:<\/strong> ClickFunnels sells the offer; Salesmate works the follow ups afterwards.<\/li>\n\n\n\n<li><strong>Salesmate vs Folk:<\/strong> Folk is lighter and prettier; Salesmate handles real forecasting and reporting.<\/li>\n\n\n\n<li><strong>Salesmate vs Instantly:<\/strong> Instantly sends cold volume; Salesmate manages what happens after the reply.<\/li>\n\n\n\n<li><strong>Salesmate vs ClickUp:<\/strong> ClickUp runs projects; Salesmate runs revenue. Pick by which one dominates.<\/li>\n\n\n\n<li><strong>Salesmate vs Monday CRM:<\/strong> Monday looks slicker; Salesmate ships more sales features for the money.<\/li>\n\n\n\n<li><strong>Salesmate vs Capsule CRM:<\/strong> Capsule is simpler and cheaper; Salesmate offers automation Capsule cannot match.<\/li>\n\n\n\n<li><strong>Salesmate vs Insightly:<\/strong> Insightly bridges sales and delivery; Salesmate stays focused on closing deals.<\/li>\n\n\n\n<li><strong>Salesmate vs Freshsales CRM:<\/strong> Nearly even. Freshsales has stronger AI; Salesmate has better meeting scheduling.<\/li>\n\n\n\n<li><strong>Salesmate vs Salesforce:<\/strong> Salesforce does everything, slowly and expensively. Salesmate does sales, quickly.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/zendesk-vs-salesmate\" title=\"Salesmate vs Zendesk\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"154173\" target=\"_blank\" rel=\"noopener\">Salesmate vs Zendesk<\/a>:<\/strong> Zendesk leads with support; Salesmate leads with sales pipeline depth.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='start-using-salesmate-now'  id=\"boomdevs_49\" class=\"wp-block-heading\">Start Using Salesmate Now<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You now know how to use Salesmate across every major feature:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u2705 Report Analytics<\/li>\n\n\n\n<li>\u2705 Meeting Scheduler<\/li>\n\n\n\n<li>\u2705 Manage Deals<\/li>\n\n\n\n<li>\u2705 Track Companies<\/li>\n\n\n\n<li>\u2705 Email Templates<\/li>\n\n\n\n<li>\u2705 Enhance Team Collaboration<\/li>\n\n\n\n<li>\u2705 Integrate With Tools<\/li>\n\n\n\n<li>\u2705 Web Forms<\/li>\n\n\n\n<li>\u2705 Chatbots<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Next step:<\/strong> pick one feature and set it up today.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most teams start with Manage Deals, because it makes the whole sales cycle visible.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A structured approach gives sales reps consistency, and that consistent customer experience builds trust and drives conversions.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='frequently-asked-questions'  id=\"boomdevs_50\" class=\"wp-block-heading\">Frequently Asked Questions<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is Salesmate used for?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How to use CRM to increase sales?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What are the basics of any sales approach?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Does Salesmate offer a free trial?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. Salesmate offers a free trial with no card required, so your sales team can test pipelines, templates, and reports before paying anything.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is Salesmate a good CRM for small sales teams?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. Plans start at $23 per user monthly, and onboarding takes an afternoon. Small teams get automation that usually costs far more elsewhere.<\/p>\n\n\n\n<script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@graph\": [\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-salesmate\/#howto-getting-started\",\n      \"name\": \"How to Get Started with Salesmate\",\n      \"description\": \"Create your Salesmate account and finish onboarding\",\n      \"totalTime\": \"PT3M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Create Your Account\",\n          \"text\": \"Go to the Salesmate website, click Start Free Trial, then enter your work email and password.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Set Up Your Workspace\",\n          \"text\": \"Name your workspace, pick your currency, and invite your sales team.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Import Contacts and Map Your Sales Process\",\n          \"text\": \"Upload a clean CSV, then rename pipeline stages to match how you sell.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-salesmate\/#howto-report-analytics\",\n      \"name\": \"How to Use Salesmate Report Analytics\",\n      \"description\": \"Report Analytics lets you turn raw activity into a clear sales funnel overview.\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Open the Reports Tab\",\n          \"text\": \"Click Reports in the left sidebar of your workspace.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Build a Custom Report\",\n          \"text\": \"Pick a module, choose your filters, then select a chart type.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Schedule It to Your Inbox\",\n          \"text\": \"Hit Save, then set a weekly email delivery for your sales team.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-salesmate\/#howto-meeting-scheduler\",\n      \"name\": \"How to Use Salesmate Meeting Scheduler\",\n      \"description\": \"Meeting Scheduler lets you let prospects book time without the email ping-pong.\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Connect Your Calendar\",\n          \"text\": \"Go to Settings, then link your Google or Outlook calendar.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Create a Meeting Link\",\n          \"text\": \"Set the duration, buffer time, and the hours you accept calls.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Share the Link\",\n          \"text\": \"Drop the link into your email signature and your sequences.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-salesmate\/#howto-manage-deals\",\n      \"name\": \"How to Use Salesmate Manage Deals\",\n      \"description\": \"Manage Deals lets you move every opportunity through a visible sales cycle.\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Create Your Pipeline\",\n          \"text\": \"Open Deals and name each stage after a real buying step.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Add a Deal\",\n          \"text\": \"Enter the value, close date, and owner, then link the contact.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Update Stages as You Go\",\n          \"text\": \"Drag the card forward the same day something changes.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-salesmate\/#howto-track-companies\",\n      \"name\": \"How to Use Salesmate Track Companies\",\n      \"description\": \"Track Companies lets you group every contact and deal under one account record.\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Open the Companies Module\",\n          \"text\": \"Click Companies from the main navigation bar.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Add a Company Record\",\n          \"text\": \"Fill in the domain, industry, and size fields you actually report on.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Link Contacts and Deals\",\n          \"text\": \"Attach every related person and open opportunity to that account.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-salesmate\/#howto-email-templates\",\n      \"name\": \"How to Use Salesmate Email Templates\",\n      \"description\": \"Email Templates lets you send your best repeat messages without rewriting them.\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Open the Template Library\",\n          \"text\": \"Go to Templates and click Create Template.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Write It With Merge Fields\",\n          \"text\": \"Insert tokens for name, company, and deal so each send reads personal.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Save and Reuse It\",\n          \"text\": \"Attach the template to a sequence and let the CRM handle follow ups.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-salesmate\/#howto-enhance-team-collaboration\",\n      \"name\": \"How to Use Salesmate Enhance Team Collaboration\",\n      \"description\": \"Enhance Team Collaboration lets you keep your whole sales team working from one shared record.\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Invite Your Teammates\",\n          \"text\": \"Open Settings, then Users, and send invites by email.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Assign Roles and Records\",\n          \"text\": \"Give each rep the territory or pipeline they own, nothing more.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Use @Mentions on Records\",\n          \"text\": \"Tag a colleague in a note instead of forwarding the thread.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-salesmate\/#howto-integrate-with-tools\",\n      \"name\": \"How to Use Salesmate Integrate With Tools\",\n      \"description\": \"Integrate With Tools lets you connect Salesmate to the rest of your sales tools.\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Open the Marketplace\",\n          \"text\": \"Head to Settings, then Integrations, and browse the app list.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Connect Your App\",\n          \"text\": \"Authorise the account and pick which records should sync both ways.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Map Fields and Test\",\n          \"text\": \"Match field names, then push one test record through the connection.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-salesmate\/#howto-web-forms\",\n      \"name\": \"How to Use Salesmate Web Forms\",\n      \"description\": \"Web Forms lets you capture leads from your site straight into the CRM.\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Open the Form Builder\",\n          \"text\": \"Go to Web Forms and start a new form from scratch.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Add Fields and Routing\",\n          \"text\": \"Keep it to four fields, then set the owner who gets each lead.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Embed It On Your Site\",\n          \"text\": \"Copy the embed code and paste it into your landing page.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-salesmate\/#howto-chatbots\",\n      \"name\": \"How to Use Salesmate Chatbots\",\n      \"description\": \"Chatbots lets you answer visitors and book meetings around the clock.\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Open the Bot Builder\",\n          \"text\": \"Find Chatbots in your workspace and create a new bot.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Build the Flow\",\n          \"text\": \"Add two qualifying questions, then offer your meeting link.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Publish and Watch It\",\n          \"text\": \"Turn it on, then review transcripts weekly and fix dead ends.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"SoftwareApplication\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-salesmate\/#software\",\n      \"name\": \"Salesmate\",\n      \"description\": \"Salesmate is a CRM designed for sales teams, combining pipelines, calling, email sequences, meeting scheduling, and reporting in one workspace.\",\n      \"applicationCategory\": \"CRM\",\n      \"operatingSystem\": \"Web, iOS, Android\",\n      \"url\": \"https:\/\/fahimai.com\/get\/salesmate\",\n      \"offers\": {\n        \"@type\": \"AggregateOffer\",\n        \"priceCurrency\": \"USD\",\n        \"lowPrice\": \"23\",\n        \"highPrice\": \"63\",\n        \"offerCount\": \"3\",\n        \"offers\": [\n          {\n            \"@type\": \"Offer\",\n            \"name\": \"Basic\",\n            \"price\": \"23\",\n            \"priceCurrency\": \"USD\",\n            \"priceValidUntil\": \"2026-12-31\",\n            \"availability\": \"https:\/\/schema.org\/InStock\"\n          },\n          {\n            \"@type\": \"Offer\",\n            \"name\": \"Pro\",\n            \"price\": \"39\",\n            \"priceCurrency\": \"USD\",\n            \"priceValidUntil\": \"2026-12-31\",\n            \"availability\": \"https:\/\/schema.org\/InStock\"\n          },\n          {\n            \"@type\": \"Offer\",\n            \"name\": \"Business\",\n            \"price\": \"63\",\n            \"priceCurrency\": \"USD\",\n            \"priceValidUntil\": \"2026-12-31\",\n            \"availability\": \"https:\/\/schema.org\/InStock\"\n          }\n        ]\n      },\n      \"aggregateRating\": {\n        \"@type\": \"AggregateRating\",\n        \"ratingValue\": \"2.5\",\n        \"reviewCount\": \"1\",\n        \"bestRating\": \"5\",\n        \"worstRating\": \"1\"\n      },\n      \"featureList\": \"Report Analytics, Meeting Scheduler, Manage Deals, Track Companies, Email Templates, Enhance Team Collaboration, Integrate With Tools, Web Forms, Chatbots\"\n    },\n    {\n      \"@type\": \"FAQPage\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-salesmate\/#faq\",\n      \"mainEntity\": [\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What is Salesmate used for?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"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.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"How to use CRM to increase sales?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"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.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What are the basics of any sales approach?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"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.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Does Salesmate offer a free trial?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Yes. Salesmate offers a free trial with no card required, so your sales team can test pipelines, templates, and reports before paying anything.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Is Salesmate a good CRM for small sales teams?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Yes. Plans start at $23 per user monthly, and onboarding takes an afternoon. Small teams get automation that usually costs far more elsewhere.\"\n          }\n        }\n      ]\n    },\n    {\n      \"@type\": \"BreadcrumbList\",\n      \"itemListElement\": [\n        {\n          \"@type\": \"ListItem\",\n          \"position\": 1,\n          \"name\": \"Home\",\n          \"item\": \"https:\/\/fahimai.com\"\n        },\n        {\n          \"@type\": \"ListItem\",\n          \"position\": 2,\n          \"name\": \"CRM\",\n          \"item\": \"https:\/\/www.fahimai.com\/category\/software\/crm\"\n        },\n        {\n          \"@type\": \"ListItem\",\n          \"position\": 3,\n          \"name\": \"How to Use Salesmate\"\n        }\n      ]\n    }\n  ]\n}\n<\/script>\n","protected":false},"excerpt":{"rendered":"<p>Quick Start This guide covers every Salesmate feature: Time needed: 5 minutes per feature \u2014 the full guide is about a 14 min read. Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives Why Trust This 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 is a 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 [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":33209,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[469],"tags":[932,1182],"class_list":["post-33230","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-salesmate","tag-autolink","tag-how-to"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/posts\/33230","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/comments?post=33230"}],"version-history":[{"count":0,"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/posts\/33230\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/media\/33209"}],"wp:attachment":[{"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/media?parent=33230"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/categories?post=33230"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/tags?post=33230"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}