{"id":33230,"date":"2024-12-13T12:49:06","date_gmt":"2024-12-13T12:49:06","guid":{"rendered":"https:\/\/fahimai.com\/?p=33230"},"modified":"2026-03-06T15:36:41","modified_gmt":"2026-03-06T12:36:41","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><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 set up your CRM<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-report-analytics\">How to Use Report Analytics<\/a> \u2014 Track sales performance with real-time data<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-meeting-scheduler\">How to Use Meeting Scheduler<\/a> \u2014 Book meetings without the back-and-forth emails<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-manage-deals\">How to Use Manage Deals<\/a> \u2014 Move deals through your pipeline visually<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-track-companies\">How to Use Track Companies<\/a> \u2014 Organize accounts and company relationships<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-email-templates\">How to Use Email Templates<\/a> \u2014 Send personalized emails in seconds<\/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 sales team aligned on every deal<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-integrate-with-tools\">How to Use Integrate with Tools<\/a> \u2014 Connect your favorite apps to Salesmate<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-web-forms\">How to Use Web Forms<\/a> \u2014 Capture leads directly from your website<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-chatbots\">How to Use Chatbots<\/a> \u2014 Engage visitors and qualify leads automatically<\/li>\n<\/ul>\n\n\n\n<p><strong>Time needed:<\/strong> 5 minutes per feature<\/p>\n\n\n\n<p><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 style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Why Trust This Guide<\/p>\n\n\n\n<p>I&#8217;ve used Salesmate for over 12 months and tested every feature covered here. This how to use Salesmate <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-software-for-accountants\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52059\" target=\"_blank\" rel=\"noopener\">CRM<\/a> tutorial comes from real hands-on experience \u2014 not marketing fluff or vendor screenshots.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"420\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/12\/Fahim-AI-2-1-25.png\" alt=\"how to use salesmate crm\" class=\"wp-image-33209\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/12\/Fahim-AI-2-1-25.png 800w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/12\/Fahim-AI-2-1-25-480x252.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure>\n\n\n\n<p>Salesmate is one of the most powerful <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-software\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52065\" target=\"_blank\" rel=\"noopener\">CRM<\/a> tools available today.<\/p>\n\n\n\n<p>But most users only scratch the surface of what it can do.<\/p>\n\n\n\n<p>This guide shows you how to use every major feature.<\/p>\n\n\n\n<p>Step by step, with screenshots and pro tips.<\/p>\n\n\n\n<h2 id='salesmate-tutorial'  id=\"boomdevs_2\" class=\"wp-block-heading\">Salesmate Tutorial<\/h2>\n\n\n\n<p>This complete Salesmate tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.<\/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-3058809c 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\">Salesmate<\/p>\n\n\n\n<p class=\"cta-box-description\">Close deals faster with an AI-powered CRM built for growing sales teams. Salesmate unifies calling, email, pipeline management, and <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-automation-tools\" title=\"automation\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52085\" target=\"_blank\" rel=\"noopener\">automation<\/a> in one platform. Start your free 15-day trial \u2014 no credit card required.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p><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><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><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\" class=\"wp-block-heading\" id=\"getting-started-with-salesmate\">Getting Started with Salesmate<\/h3>\n\n\n\n<p>Before using any feature, complete this one-time setup.<\/p>\n\n\n\n<p>It takes about 3 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>Go to Salesmate&#8217;s website and click &#8220;Start Free Trial.&#8221;<\/p>\n\n\n\n<p>Enter your name, email, and create a password.<\/p>\n\n\n\n<p>No credit card is needed for the 15-day trial.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Check your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/inbox-placement-tool\" title=\"inbox\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52061\" target=\"_blank\" rel=\"noopener\">inbox<\/a> for a confirmation email.<\/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>Choose your industry and team size during onboarding.<\/p>\n\n\n\n<p>Salesmate will suggest pipeline stages based on your selection.<\/p>\n\n\n\n<p>Here&#8217;s what the dashboard looks like:<\/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\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see the main dashboard with your pipeline.<\/p>\n\n\n\n<h4 id='step-3-import-your-contacts'  id=\"boomdevs_6\" class=\"wp-block-heading\">Step 3: Import Your Contacts<\/h4>\n\n\n\n<p>Click &#8220;Contacts&#8221; in the sidebar, then &#8220;Import.&#8221;<\/p>\n\n\n\n<p>Upload a CSV file or connect your email to sync contacts.<\/p>\n\n\n\n<p>Map your columns to Salesmate fields and click &#8220;Start Import.&#8221;<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Done:<\/strong> You&#8217;re ready to 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, 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#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\" class=\"wp-block-heading\" id=\"how-to-use-salesmate-report-analytics\">How to Use Salesmate Report Analytics<\/h3>\n\n\n\n<p><strong>Report Analytics<\/strong> lets you track sales performance and forecast revenue.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-reports-dashboard'  id=\"boomdevs_8\" class=\"wp-block-heading\">Step 1: Open the Reports Dashboard<\/h4>\n\n\n\n<p>Click &#8220;Reports&#8221; in the left sidebar menu.<\/p>\n\n\n\n<p>You&#8217;ll see pre-built reports for deals, activities, and revenue.<\/p>\n\n\n\n<h4 id='step-2-choose-or-create-a-report'  id=\"boomdevs_9\" class=\"wp-block-heading\">Step 2: Choose or Create a Report<\/h4>\n\n\n\n<p>Select a pre-built report or click &#8220;Create Report.&#8221;<\/p>\n\n\n\n<p>Pick your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/alaya-ai\" title=\"data\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52081\" target=\"_blank\" rel=\"noopener\">data<\/a> source, filters, and date range.<\/p>\n\n\n\n<p>Here&#8217;s 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>\u2713 <strong>Checkpoint:<\/strong> Your report should display data in chart or table view.<\/p>\n\n\n\n<h4 id='step-3-save-and-schedule-reports'  id=\"boomdevs_10\" class=\"wp-block-heading\">Step 3: Save and Schedule Reports<\/h4>\n\n\n\n<p>Click &#8220;Save&#8221; to keep your custom report for future use.<\/p>\n\n\n\n<p>Set up scheduled emails to send reports to your team automatically.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You now have real-time visibility into your sales numbers.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Pin your most-used reports to the main dashboard for quick access every morning.<\/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\" class=\"wp-block-heading\" id=\"how-to-use-salesmate-meeting-scheduler\">How to Use Salesmate Meeting Scheduler<\/h3>\n\n\n\n<p><strong>Meeting <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-social-media-scheduler\" title=\"Scheduler\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52087\" target=\"_blank\" rel=\"noopener\">Scheduler<\/a><\/strong> lets you share your availability and book meetings instantly.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-access-the-scheduler'  id=\"boomdevs_12\" class=\"wp-block-heading\">Step 1: Access the Scheduler<\/h4>\n\n\n\n<p>Go to &#8220;Meetings&#8221; in the left sidebar.<\/p>\n\n\n\n<p>Click &#8220;Create Meeting Link&#8221; to set up your first booking page.<\/p>\n\n\n\n<h4 id='step-2-configure-your-availability'  id=\"boomdevs_13\" class=\"wp-block-heading\">Step 2: Configure Your Availability<\/h4>\n\n\n\n<p>Set your working hours and time zone.<\/p>\n\n\n\n<p>Add <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/buffer-review\" title=\"buffer\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52053\" target=\"_blank\" rel=\"noopener\">buffer<\/a> time between meetings if you need breaks.<\/p>\n\n\n\n<p>Here&#8217;s 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>\u2713 <strong>Checkpoint:<\/strong> Your booking page should show your available time slots.<\/p>\n\n\n\n<h4 id='step-3-share-your-meeting-link'  id=\"boomdevs_14\" class=\"wp-block-heading\">Step 3: Share Your Meeting Link<\/h4>\n\n\n\n<p>Copy your unique booking URL and share it via email or chat.<\/p>\n\n\n\n<p>Prospects pick a time, and it syncs with your calendar automatically.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> No more email ping-pong to schedule calls.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Use round-robin distribution to spread meetings evenly across your sales team.<\/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-manage-deals'  id=\"boomdevs_15\" class=\"wp-block-heading\" id=\"how-to-use-salesmate-manage-deals\">How to Use Salesmate Manage Deals<\/h3>\n\n\n\n<p><strong>Manage Deals<\/strong> lets you track every opportunity through your sales pipeline.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-your-pipeline-view'  id=\"boomdevs_16\" class=\"wp-block-heading\">Step 1: Open Your Pipeline View<\/h4>\n\n\n\n<p>Click &#8220;Deals&#8221; in the sidebar to see your Kanban board.<\/p>\n\n\n\n<p>Each column represents a stage like Prospecting or Negotiation.<\/p>\n\n\n\n<h4 id='step-2-create-and-move-deals'  id=\"boomdevs_17\" class=\"wp-block-heading\">Step 2: Create and Move Deals<\/h4>\n\n\n\n<p>Click &#8220;Add Deal&#8221; and fill in the contact, value, and expected close date.<\/p>\n\n\n\n<p>Drag deals between stages as they progress.<\/p>\n\n\n\n<p>Here&#8217;s 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>\u2713 <strong>Checkpoint:<\/strong> Your deal should appear in the correct pipeline stage.<\/p>\n\n\n\n<h4 id='step-3-set-follow-up-activities'  id=\"boomdevs_18\" class=\"wp-block-heading\">Step 3: Set Follow-Up Activities<\/h4>\n\n\n\n<p>Click a deal card and add a follow-up task or call.<\/p>\n\n\n\n<p>Salesmate will remind you before the activity is due.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Every deal is tracked with clear next steps.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Create multiple pipelines for different products or services to keep things organized.<\/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-track-companies'  id=\"boomdevs_19\" class=\"wp-block-heading\" id=\"how-to-use-salesmate-track-companies\">How to Use Salesmate Track Companies<\/h3>\n\n\n\n<p><strong>Track Companies<\/strong> lets you manage <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/best-ai-tools-for-business\" title=\"business\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52069\">business<\/a> accounts and link contacts to organizations.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-navigate-to-companies'  id=\"boomdevs_20\" class=\"wp-block-heading\">Step 1: Navigate to Companies<\/h4>\n\n\n\n<p>Click &#8220;Companies&#8221; in the left sidebar menu.<\/p>\n\n\n\n<p>You&#8217;ll see a list of all your business accounts.<\/p>\n\n\n\n<h4 id='step-2-add-or-edit-a-company'  id=\"boomdevs_21\" class=\"wp-block-heading\">Step 2: Add or Edit a Company<\/h4>\n\n\n\n<p>Click &#8220;Add Company&#8221; and enter the business name and details.<\/p>\n\n\n\n<p>Link existing contacts to this company record.<\/p>\n\n\n\n<p>Here&#8217;s 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>\u2713 <strong>Checkpoint:<\/strong> The company profile should show linked contacts and deals.<\/p>\n\n\n\n<h4 id='step-3-track-company-activity'  id=\"boomdevs_22\" class=\"wp-block-heading\">Step 3: Track Company Activity<\/h4>\n\n\n\n<p>View all emails, calls, and deal history on the company timeline.<\/p>\n\n\n\n<p>Add notes to keep context for your entire team.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Full visibility into every company relationship.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Use smart views to filter companies by deal value, industry, or last activity date.<\/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\" class=\"wp-block-heading\" id=\"how-to-use-salesmate-email-templates\">How to Use Salesmate Email Templates<\/h3>\n\n\n\n<p><strong>Email Templates<\/strong> lets you create reusable messages for faster <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/linkedin-automation-tools\" title=\"outreach\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52063\">outreach<\/a>.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-email-templates'  id=\"boomdevs_24\" class=\"wp-block-heading\">Step 1: Open Email Templates<\/h4>\n\n\n\n<p>Go to &#8220;Settings&#8221; then &#8220;Email Templates.&#8221;<\/p>\n\n\n\n<p>Click &#8220;Create Template&#8221; to start building a new one.<\/p>\n\n\n\n<h4 id='step-2-design-your-template'  id=\"boomdevs_25\" class=\"wp-block-heading\">Step 2: Design Your Template<\/h4>\n\n\n\n<p>Write your email and add merge fields like {first_name} or {company}.<\/p>\n\n\n\n<p>Merge fields pull data from your contacts automatically.<\/p>\n\n\n\n<p>Here&#8217;s 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>\u2713 <strong>Checkpoint:<\/strong> Your template should show merge field placeholders in blue.<\/p>\n\n\n\n<h4 id='step-3-use-templates-when-composing'  id=\"boomdevs_26\" class=\"wp-block-heading\">Step 3: Use Templates When Composing<\/h4>\n\n\n\n<p>When sending an email, click the template icon to insert a saved template.<\/p>\n\n\n\n<p>The merge fields fill in with the recipient&#8217;s actual data.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Personalized emails sent in seconds instead of minutes.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Track open rates on templates to find which subject lines get the best response.<\/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-enhance-team-collaboration'  id=\"boomdevs_27\" class=\"wp-block-heading\" id=\"how-to-use-salesmate-enhance-team-collaboration\">How to Use Salesmate Enhance Team Collaboration<\/h3>\n\n\n\n<p><strong>Team Collaboration<\/strong> lets you keep everyone aligned on deals and tasks.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-mention-team-members'  id=\"boomdevs_28\" class=\"wp-block-heading\">Step 1: Mention Team Members<\/h4>\n\n\n\n<p>Open any deal or contact and type @ to mention a teammate.<\/p>\n\n\n\n<p>They&#8217;ll get a notification with context about the conversation.<\/p>\n\n\n\n<h4 id='step-2-assign-and-track-activities'  id=\"boomdevs_29\" class=\"wp-block-heading\">Step 2: Assign and Track Activities<\/h4>\n\n\n\n<p>Create tasks and assign them to specific team members.<\/p>\n\n\n\n<p>Use the activity feed to see what your team is working on.<\/p>\n\n\n\n<p>Here&#8217;s 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>\u2713 <strong>Checkpoint:<\/strong> You should see assigned tasks in the team activity feed.<\/p>\n\n\n\n<h4 id='step-3-share-deal-updates'  id=\"boomdevs_30\" class=\"wp-block-heading\">Step 3: Share Deal Updates<\/h4>\n\n\n\n<p>Add notes to deals so everyone has the latest context.<\/p>\n\n\n\n<p>Use shared views to give managers visibility into team progress.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your entire team stays on the same page.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Set up workflow automation to assign new leads to reps based on territory or deal size.<\/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-integrate-with-tools'  id=\"boomdevs_31\" class=\"wp-block-heading\" id=\"how-to-use-salesmate-integrate-with-tools\">How to Use Salesmate Integrate with Tools<\/h3>\n\n\n\n<p><strong>Integrations<\/strong> let you connect Salesmate with your existing tech stack.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-integrations-page'  id=\"boomdevs_32\" class=\"wp-block-heading\">Step 1: Open the Integrations Page<\/h4>\n\n\n\n<p>Go to &#8220;Settings&#8221; then &#8220;Integrations.&#8221;<\/p>\n\n\n\n<p>Browse the available apps like Gmail, Slack, and <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/zapier\" title=\"Zapier\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52090\" target=\"_blank\" rel=\"noopener\">Zapier<\/a>.<\/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>Click on an app and follow the authorization steps.<\/p>\n\n\n\n<p>Most integrations connect in under two minutes.<\/p>\n\n\n\n<p>Here&#8217;s 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>\u2713 <strong>Checkpoint:<\/strong> The app should show a green &#8220;Connected&#8221; badge.<\/p>\n\n\n\n<h4 id='step-3-configure-sync-settings'  id=\"boomdevs_34\" class=\"wp-block-heading\">Step 3: Configure Sync Settings<\/h4>\n\n\n\n<p>Choose what data syncs between Salesmate and your app.<\/p>\n\n\n\n<p>Set up two-way sync if you want changes reflected in both tools.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your CRM data flows between all your tools automatically.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Use the Zapier integration to connect 5,000+ apps that don&#8217;t have native Salesmate support.<\/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\" class=\"wp-block-heading\" id=\"how-to-use-salesmate-web-forms\">How to Use Salesmate Web Forms<\/h3>\n\n\n\n<p><strong>Web Forms<\/strong> let you capture leads directly from your website into Salesmate.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-create-a-new-web-form'  id=\"boomdevs_36\" class=\"wp-block-heading\">Step 1: Create a New Web Form<\/h4>\n\n\n\n<p>Go to &#8220;Marketing&#8221; then &#8220;Web Forms.&#8221;<\/p>\n\n\n\n<p>Click &#8220;Create Form&#8221; and choose a layout.<\/p>\n\n\n\n<h4 id='step-2-add-fields-and-customize'  id=\"boomdevs_37\" class=\"wp-block-heading\">Step 2: Add Fields and Customize<\/h4>\n\n\n\n<p>Drag and drop fields like Name, Email, Phone, and Company.<\/p>\n\n\n\n<p>Customize colors and fonts to match your brand.<\/p>\n\n\n\n<p>Here&#8217;s 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>\u2713 <strong>Checkpoint:<\/strong> Your form preview should match your website design.<\/p>\n\n\n\n<h4 id='step-3-embed-on-your-website'  id=\"boomdevs_38\" class=\"wp-block-heading\">Step 3: Embed on Your Website<\/h4>\n\n\n\n<p>Copy the embed code and paste it into your site&#8217;s HTML.<\/p>\n\n\n\n<p>New submissions create contacts and deals in Salesmate automatically.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Website visitors become CRM leads without manual data entry.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Set up a workflow to auto-assign form leads to reps and trigger a welcome email.<\/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\" class=\"wp-block-heading\" id=\"how-to-use-salesmate-chatbots\">How to Use Salesmate Chatbots<\/h3>\n\n\n\n<p><strong>Chatbots<\/strong> let you engage website visitors and qualify leads around the clock.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-access-the-chatbot-builder'  id=\"boomdevs_40\" class=\"wp-block-heading\">Step 1: Access the Chatbot Builder<\/h4>\n\n\n\n<p>Go to &#8220;Marketing&#8221; then &#8220;Chatbots.&#8221;<\/p>\n\n\n\n<p>Click &#8220;Create Bot&#8221; to start building your first chatbot.<\/p>\n\n\n\n<h4 id='step-2-design-the-conversation-flow'  id=\"boomdevs_41\" class=\"wp-block-heading\">Step 2: Design the Conversation Flow<\/h4>\n\n\n\n<p>Add greeting messages, qualifying questions, and response branches.<\/p>\n\n\n\n<p>Set triggers for when the bot appears on your website.<\/p>\n\n\n\n<p>Here&#8217;s 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>\u2713 <strong>Checkpoint:<\/strong> Your conversation flow should show connected message nodes.<\/p>\n\n\n\n<h4 id='step-3-deploy-and-monitor'  id=\"boomdevs_42\" class=\"wp-block-heading\">Step 3: Deploy and Monitor<\/h4>\n\n\n\n<p>Activate the bot and add the widget code to your website.<\/p>\n\n\n\n<p>Check conversation logs to see how visitors interact with your bot.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Leads are captured and qualified even when you&#8217;re offline.<\/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>\ud83d\udca1 <strong>Pro Tip:<\/strong> Route hot leads from the chatbot directly to your best closer&#8217;s pipeline.<\/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, 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#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\" class=\"wp-block-heading\" id=\"salesmate-pro-tips-and-shortcuts\">Salesmate Pro Tips and Shortcuts<\/h2>\n\n\n\n<p>After testing Salesmate for over 12 months, here are my best tips.<\/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 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>Quick search contacts<\/td><td>Ctrl + K (Cmd + K on <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-password-manager-for-mac\" title=\"Mac\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52058\" target=\"_blank\" rel=\"noopener\">Mac<\/a>)<\/td><\/tr><tr><td>Create new deal<\/td><td>Ctrl + Shift + D<\/td><\/tr><tr><td>Compose email<\/td><td>Ctrl + Shift + E<\/td><\/tr><tr><td>Log an activity<\/td><td>Ctrl + Shift + A<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p 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>Sandy AI <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/ai-chatbots\" title=\"Assistant\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52054\">Assistant<\/a>:<\/strong> Ask Sandy to draft emails, summarize calls, or research prospects using voice or chat commands.<\/li>\n\n\n\n<li><strong>Smart Views:<\/strong> Create filtered lists of contacts based on any criteria and save them for instant access.<\/li>\n\n\n\n<li><strong>Power Dialer:<\/strong> Load a contact list and auto-dial through them one by one to save hours of manual calling.<\/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, 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#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\" class=\"wp-block-heading\" id=\"salesmate-common-mistakes-to-avoid\">Salesmate Common Mistakes to Avoid<\/h2>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #1: Skipping Pipeline Customization<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Using the default pipeline stages without adjusting them to your sales process.<\/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><strong>\u2705 Right:<\/strong> Rename stages to match your actual sales workflow before adding any deals.<\/p>\n<\/div>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #2: Not Using Automation <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/early-app\" title=\"Early\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52088\">Early<\/a><\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Manually assigning leads and sending follow-up emails one by 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><strong>\u2705 Right:<\/strong> Set up Smart Flows from day one to handle lead routing and follow-ups.<\/p>\n<\/div>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #3: Ignoring Activity Tracking<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Closing deals without logging calls, emails, or <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-note-taker-for-meetings\" title=\"meeting notes\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52057\" target=\"_blank\" rel=\"noopener\">meeting notes<\/a>.<\/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><strong>\u2705 Right:<\/strong> Log every interaction so your team always has full deal 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#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\" class=\"wp-block-heading\" id=\"salesmate-troubleshooting\">Salesmate Troubleshooting<\/h2>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Emails Not Syncing<\/p>\n\n\n\n<p><strong>Cause:<\/strong> Your email integration may have lost authorization.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Go to Settings, disconnect your email, and reconnect it with fresh permissions.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Contacts Not Importing<\/p>\n\n\n\n<p><strong>Cause:<\/strong> Your CSV file has formatting issues or mismatched columns.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Make sure your CSV is saved in UTF-8 format and columns match Salesmate&#8217;s field names.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Automation Not Triggering<\/p>\n\n\n\n<p><strong>Cause:<\/strong> The workflow trigger conditions don&#8217;t match your data.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Double-check each trigger condition and test with a sample contact that meets all criteria.<\/p>\n\n\n\n<p>\ud83d\udccc <strong>Note:<\/strong> If none of these fix your issue, contact Salesmate support.<\/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><strong>Salesmate<\/strong> is a CRM tool that helps sales teams manage pipelines, automate outreach, and close deals faster.<\/p>\n\n\n\n<p>Think of it like a command center for your entire sales operation.<\/p>\n\n\n\n<p>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>It includes these key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Report Analytics:<\/strong> Track performance and forecast revenue with custom dashboards.<\/li>\n\n\n\n<li><strong>Meeting Scheduler:<\/strong> Share real-time availability and book calls without email back-and-forth.<\/li>\n\n\n\n<li><strong>Manage Deals:<\/strong> Drag-and-drop Kanban board for visual pipeline management.<\/li>\n\n\n\n<li><strong>Track Companies:<\/strong> Organize accounts and link contacts to company profiles.<\/li>\n\n\n\n<li><strong>Email Templates:<\/strong> Create reusable, personalized messages with merge fields.<\/li>\n\n\n\n<li><strong>Team Collaboration:<\/strong> Mentions, shared views, and task assignments to keep everyone aligned.<\/li>\n\n\n\n<li><strong>Integrations:<\/strong> Connect Gmail, Slack, Zapier, and hundreds of other apps.<\/li>\n\n\n\n<li><strong>Web Forms:<\/strong> Capture leads from your website directly into the CRM.<\/li>\n\n\n\n<li><strong>Chatbots:<\/strong> Engage visitors and qualify leads around the clock.<\/li>\n<\/ul>\n\n\n\n<p>For a full review, see our <a href=\"https:\/\/www.fahimai.com\/salesmate-crm\">Salesmate review<\/a>.<\/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<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 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#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\" class=\"wp-block-heading\" id=\"salesmate-pricing\">Salesmate Pricing<\/h2>\n\n\n\n<p>Here&#8217;s 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>Startups needing pipeline management and contact tracking<\/td><\/tr><tr><td>Pro<\/td><td>$39\/user\/month<\/td><td>Growing teams that need email sequences and product management<\/td><\/tr><tr><td>Business<\/td><td>$63\/user\/month<\/td><td>Mid-size companies wanting full automation and Sandy AI<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>Free trial:<\/strong> Yes, 15 days with no credit card required.<\/p>\n\n\n\n<p><strong>Money-back guarantee:<\/strong> No formal guarantee, but you can cancel anytime.<\/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>\ud83d\udcb0 <strong>Best Value:<\/strong> Pro plan \u2014 unlocks email sequences and product management that most sales teams need.<\/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 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.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\" class=\"wp-block-heading\" id=\"salesmate-vs-alternatives\">Salesmate vs Alternatives<\/h2>\n\n\n\n<p>How does Salesmate compare? Here&#8217;s the competitive landscape:<\/p>\n\n\n\n<p>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>AI-powered sales automation<\/td><td>$23\/user\/mo<\/td><td>\u2b50 2.5<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/gohighlevel\" title=\"GoHighLevel\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52084\" target=\"_blank\" rel=\"noopener\">GoHighLevel<\/a><\/td><td>All-in-one marketing and CRM<\/td><td>$97\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><tr><td>HubSpot<\/td><td>Free CRM with marketing tools<\/td><td>$0\u2013$800\/mo<\/td><td>\u2b50 4.0<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/activecampaign\" title=\"ActiveCampaign\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52093\">ActiveCampaign<\/a><\/td><td>Email marketing automation<\/td><td>$15\/mo<\/td><td>\u2b50 4.0<\/td><\/tr><tr><td>Freshsales CRM<\/td><td>Budget-friendly sales CRM<\/td><td>$0\u2013$69\/user\/mo<\/td><td>\u2b50 4.0<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/salesforce\" title=\"Salesforce\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52086\">Salesforce<\/a><\/td><td>Enterprise-grade CRM<\/td><td>$25\/user\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td>Insightly<\/td><td>Project management plus CRM<\/td><td>$29\/user\/mo<\/td><td>\u2b50 4.1<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/zendesk\" title=\"Zendesk\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52083\">Zendesk<\/a><\/td><td>Customer support CRM<\/td><td>$55\/agent\/mo<\/td><td>\u2b50 4.1<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p 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> Salesforce \u2014 the most mature and feature-rich CRM on the market.<\/li>\n\n\n\n<li><strong>Best budget:<\/strong> Freshsales CRM \u2014 free plan available with solid sales features.<\/li>\n\n\n\n<li><strong>Best for beginners:<\/strong> HubSpot \u2014 the easiest CRM to get started with for free.<\/li>\n\n\n\n<li><strong>Best for marketing automation:<\/strong> GoHighLevel \u2014 handles CRM, funnels, and campaigns in one place.<\/li>\n<\/ul>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\ud83c\udfaf Salesmate Alternatives<\/p>\n\n\n\n<p>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 marketing platform with CRM, funnels, and automation starting at $97\/month.<\/li>\n\n\n\n<li>\ud83d\udcb0 <strong>Keap:<\/strong> <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-password-manager-for-small-business\" title=\"Small business\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52055\" target=\"_blank\" rel=\"noopener\">Small business<\/a> CRM with built-in invoicing and e-commerce tools at $299\/month.<\/li>\n\n\n\n<li>\ud83c\udfa8 <strong>ActiveCampaign:<\/strong> Best email marketing automation with CRM add-on starting at $15\/month.<\/li>\n\n\n\n<li>\u26a1 <strong>HubSpot:<\/strong> Free CRM with paid marketing, sales, and service hubs for growing teams.<\/li>\n\n\n\n<li>\ud83d\udd27 <strong>ClickFunnels:<\/strong> Sales 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=\"52060\" target=\"_blank\" rel=\"noopener\">builder<\/a> with CRM features for online businesses from $81\/month.<\/li>\n\n\n\n<li>\ud83e\udde0 <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/folk-crm\" title=\"Folk\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52077\">Folk<\/a>:<\/strong> Lightweight CRM for relationship-driven teams starting at $17.50\/member\/month.<\/li>\n\n\n\n<li>\ud83d\udd25 <strong>Instantly:<\/strong> <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/cold-email-automation-software\" title=\"Cold email\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52079\" target=\"_blank\" rel=\"noopener\">Cold email<\/a> platform with CRM features for outbound sales from $30\/month.<\/li>\n\n\n\n<li>\ud83d\udcca <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/clickup\" title=\"ClickUp\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52073\" target=\"_blank\" rel=\"noopener\">ClickUp<\/a>:<\/strong> Project management tool with built-in CRM views starting at $7\/user\/month.<\/li>\n\n\n\n<li>\ud83c\udfe2 <strong>Monday CRM:<\/strong> Visual work management platform with sales pipeline tracking.<\/li>\n\n\n\n<li>\ud83d\udc76 <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/capsule-crm\" title=\"Capsule\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52066\" target=\"_blank\" rel=\"noopener\">Capsule<\/a> CRM:<\/strong> Simple CRM for small teams with a free plan for up to 250 contacts.<\/li>\n\n\n\n<li>\ud83c\udfaf <strong>Insightly:<\/strong> CRM that combines project management and sales from $29\/user\/month.<\/li>\n\n\n\n<li>\ud83d\udcbc <strong>Freshsales CRM:<\/strong> AI-powered sales CRM with free tier and built-in phone from $15\/user\/month.<\/li>\n\n\n\n<li>\u2b50 <strong>Salesforce:<\/strong> Industry-leading enterprise CRM with the largest app marketplace from $25\/user\/month.<\/li>\n\n\n\n<li>\ud83c\udf1f <strong>Zendesk:<\/strong> Customer service platform with sales CRM capabilities from $55\/agent\/month.<\/li>\n<\/ul>\n\n\n\n<p>For the full list, see our <a href=\"https:\/\/www.fahimai.com\/salesmate-alternatives\">Salesmate alternatives<\/a> guide.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\u2694\ufe0f Salesmate Compared<\/p>\n\n\n\n<p>Here&#8217;s how Salesmate stacks up against each competitor:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/gohighlevel-vs-salesmate\" title=\"Salesmate vs GoHighLevel\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52074\" target=\"_blank\" rel=\"noopener\">Salesmate vs GoHighLevel<\/a>:<\/strong> GoHighLevel is better for agencies needing funnels and marketing. Salesmate wins on pure CRM and sales automation.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/keap-vs-salesmate\" title=\"Salesmate vs Keap\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52091\" target=\"_blank\" rel=\"noopener\">Salesmate vs Keap<\/a>:<\/strong> Keap adds invoicing and e-commerce but costs significantly more. Salesmate is cheaper per user.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/activecampaign-vs-salesmate\" title=\"Salesmate vs ActiveCampaign\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52092\" target=\"_blank\" rel=\"noopener\">Salesmate vs ActiveCampaign<\/a>:<\/strong> ActiveCampaign excels at email marketing. Salesmate has stronger pipeline management and calling features.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/hubspot-vs-salesmate\" title=\"Salesmate vs HubSpot\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52067\" target=\"_blank\" rel=\"noopener\">Salesmate vs HubSpot<\/a>:<\/strong> HubSpot&#8217;s free tier is unbeatable for starters. Salesmate offers more built-in calling and texting tools.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/clickfunnels-vs-salesmate\" title=\"Salesmate vs ClickFunnels\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52068\" target=\"_blank\" rel=\"noopener\">Salesmate vs ClickFunnels<\/a>:<\/strong> ClickFunnels is a funnel builder first. Salesmate is a full CRM with deeper sales tracking.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/folk-vs-salesmate\" title=\"Salesmate vs Folk\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52089\" target=\"_blank\" rel=\"noopener\">Salesmate vs Folk<\/a>:<\/strong> Folk is simpler and more relationship-focused. Salesmate offers more automation and <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/it-reporting-tools\" title=\"reporting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52062\" target=\"_blank\" rel=\"noopener\">reporting<\/a> power.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/salesmate-vs-instantly\" title=\"Salesmate vs Instantly\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52078\" target=\"_blank\" rel=\"noopener\">Salesmate vs Instantly<\/a>:<\/strong> Instantly focuses on cold outreach. Salesmate is a full CRM with pipeline and meeting tools.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/salesmate-vs-clickup\" title=\"Salesmate vs ClickUp\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52072\" target=\"_blank\" rel=\"noopener\">Salesmate vs ClickUp<\/a>:<\/strong> ClickUp is a project management tool with CRM add-ons. Salesmate is purpose-built for sales.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/monday-crm-vs-salesmate\" title=\"Salesmate vs Monday CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52076\" target=\"_blank\" rel=\"noopener\">Salesmate vs Monday CRM<\/a>:<\/strong> Monday CRM offers visual project tracking. Salesmate has stronger sales-specific features.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/capsule-crm-vs-salesmate\" title=\"Salesmate vs Capsule\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52064\" target=\"_blank\" rel=\"noopener\">Salesmate vs Capsule<\/a> CRM:<\/strong> Capsule is simpler and cheaper. Salesmate adds calling, automation, and <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/ai-assistant-tools\" title=\"AI assistant\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52080\">AI assistant<\/a> features.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/insightly-vs-salesmate\" title=\"Salesmate vs Insightly\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52071\" target=\"_blank\" rel=\"noopener\">Salesmate vs Insightly<\/a>:<\/strong> Insightly pairs CRM with project management. Salesmate has better built-in communication tools.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/freshsales-crm-vs-salesmate\" title=\"Salesmate vs Freshsales\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52082\" target=\"_blank\" rel=\"noopener\">Salesmate vs Freshsales<\/a> CRM:<\/strong> Freshsales has a free plan and AI scoring. Salesmate offers more customization and Sandy AI.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/salesforce-vs-salesmate\" title=\"Salesmate vs Salesforce\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52075\" target=\"_blank\" rel=\"noopener\">Salesmate vs Salesforce<\/a>:<\/strong> Salesforce is the enterprise standard but complex and expensive. Salesmate is easier to set up.<\/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=\"52056\" target=\"_blank\" rel=\"noopener\">Salesmate vs Zendesk<\/a>:<\/strong> Zendesk is support-first with sales add-ons. Salesmate is sales-first with stronger pipeline tools.<\/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, 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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>You learned how to use every major Salesmate 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><strong>Next step:<\/strong> Pick one feature and try it now.<\/p>\n\n\n\n<p>Most people start with Manage Deals.<\/p>\n\n\n\n<p>It takes less than 5 minutes.<\/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 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.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 style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is Salesmate used for?<\/p>\n\n\n\n<p>Salesmate is a CRM platform used for managing sales pipelines, tracking contacts, automating email outreach, and closing deals. It combines calling, texting, email, and pipeline management in a single tool built for small and mid-size sales teams.<\/p>\n\n\n\n<p 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>Use your CRM to track every lead, set follow-up reminders, and automate repetitive tasks. In Salesmate, you can create Smart Flows to auto-assign leads, send email sequences, and get notified when prospects engage \u2014 so no deal falls through the cracks.<\/p>\n\n\n\n<p 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>Every sales approach starts with prospecting, then qualifying leads, presenting your solution, handling objections, and closing the deal. A CRM like Salesmate helps you track each stage and move deals forward with clear next steps and automated follow-ups.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Does Salesmate have a free plan?<\/p>\n\n\n\n<p>Salesmate does not offer a permanent free plan. However, it provides a 15-day free trial with full access to all features. No credit card is required to start. After the trial, paid plans begin at $23 per user per month when billed annually.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is Salesmate good for <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/bookkeeping-software-for-small-businesses\" title=\"small businesses\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"52070\" target=\"_blank\" rel=\"noopener\">small businesses<\/a>?<\/p>\n\n\n\n<p>Salesmate is designed for small and mid-size businesses that need sales automation without enterprise complexity. 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This how to use Salesmate CRM tutorial comes from real hands-on experience \u2014 not marketing fluff or vendor screenshots. Salesmate is one of the most powerful CRM tools available today. But most users only scratch the surface of what it can do. This guide shows you how to use every major feature. Step by step, with screenshots and pro tips. 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