빠른 시작
이 가이드에서는 Salesmate의 모든 기능을 다룹니다.
- 시작하기 — Create your account and finish onboarding
- 보고서 분석 사용 방법 — See pipeline health and forecast revenue accurately
- 회의 일정 관리 도구 사용 방법 — Let buyers self-book and stop trading availability emails
- 거래 관리 방법 — Track every opportunity through a visible sales cycle
- 트랙 회사 사용 방법 — Group contacts and deals under one account record
- 이메일 템플릿 사용 방법 — Send your best repeat messages without rewriting them
- 팀 협업 강화 기능 사용 방법 — Keep your whole sales team working from one shared record
- How to Use Integrate With Tools — Connect Salesmate to the rest of your sales tools
- 웹 양식 사용 방법 — Capture leads from your site straight into the CRM
- 챗봇 사용 방법 — Answer visitors and book meetings around the clock
소요 시간: 5 minutes per feature — the full guide is about a 14 min read.
이 가이드에는 다음 내용도 포함되어 있습니다. 프로 팁 | 흔히 저지르는 실수 | 문제 해결 | 가격 | 대안
이 가이드를 신뢰해야 하는 이유
I have used Salesmate daily for eight months and tested every feature covered here. This tutorial comes from real hands-on work, not vendor screenshots.
세일즈메이트는 CRM designed for sales teams that want fewer tabs and more closed deals.
But most users only ever touch contacts and deals.
This guide shows you how to use Salesmate properly, feature by feature.
Step by step, with screenshots and the tips I wish I had on day one.
세일즈메이트 튜토리얼
This How to Use Salesmate CRM tutorial walks through every feature, from onboarding to the 오토메이션 that separates casual users from power users.
세일즈메이트
Run your entire sales process in one place. Salesmate bundles pipelines, calling, email sequences, and reporting from $23 per user monthly. Start free — no card needed.
Salesmate 시작하기
Loading...
Onboarding takes about three minutes.
1단계: 계정 생성
Go to the Salesmate website and click 무료 체험 시작하기.
Enter your work email and set a password.
✓ 검문소: A confirmation email lands in your 받은 편지함.
2단계: 작업 공간 설정
Name your workspace, pick your currency, and invite your sales team.
대시보드는 다음과 같습니다.
✓ 검문소: You land on the main dashboard with empty widgets.
Step 3: Import Contacts and Map Your Sales Process
Upload a clean CSV, then rename your pipeline stages to match how you actually sell.
✅ 완료: Onboarding is finished and you can use any feature below.
Salesmate 보고서 분석 사용 방법
보고서 분석 lets you turn raw activity into a clear sales funnel overview.
다음은 단계별 사용 방법입니다.
1단계: 보고서 탭을 엽니다.
딸깍 하는 소리 보고서 in the left sidebar of your workspace.
2단계: 사용자 지정 보고서 작성
Pick a module, choose your filters, then select a chart type.
With a structured process, sales managers gain a clear sales funnel overview, which makes revenue forecasts more accurate.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: Your chart populates with live deal data.
Step 3: Schedule It to Your Inbox
Hit 구하다, then set a weekly email delivery for your sales team.
✅ 결과: You have a repeatable report your sales reps can read in seconds.
💡 꿀팁: Build one report per pipeline stage. Stage-level drop-off tells you where the sales process is leaking.
Salesmate 미팅 스케줄러 사용 방법
회의 스케줄러 lets you let prospects book time without the email ping-pong.
다음은 단계별 사용 방법입니다.
1단계: 캘린더 연결하기
가다 설정, then link your Google or Outlook calendar.
Step 2: Create a Meeting Link
Set the duration, buffer time, and the hours you accept calls.
Salesmate blocks anything already booked, so double-bookings never reach your sales team.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: The booking page shows only your free slots.
3단계: 링크 공유
Drop the link into your email signature and your sequences.
✅ 결과: Prospects book themselves in, and every meeting lands on the deal record.
💡 꿀팁: Add a short qualifying 질문 to the booking form. Sales reps walk in already knowing the use case.
How to Manage Salesmate Deals
거래 관리 lets you move every opportunity through a visible sales cycle.
다음은 단계별 사용 방법입니다.
1단계: 파이프라인 생성
열려 있는 할인 and name each stage after a real buying step.
2단계: 상품 추가
Enter the value, close date, and owner, then link the contact.
A well-defined sales process lets sales reps understand and respond to customer needs at each stage.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: Your deal appears in the correct stage column.
Step 3: Update Stages as You Go
Drag the card forward the same day something changes.
✅ 결과: Your whole sales cycle sits on one board instead of in someone’s head.
💡 꿀팁: Turn on rotting days per stage. Salesmate flags stale deals before the quarter quietly disappears.
How to Use Salesmate Company Tracker
추적 회사 lets you group every contact and deal under one account record.
다음은 단계별 사용 방법입니다.
Step 1: Open the Companies Module
딸깍 하는 소리 회사들 from the main navigation bar.
Step 2: Add a Company Record
Fill in the domain, industry, and size fields you actually report on.
Keep the field list short. Empty fields make reports look worse than no fields at all.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: The company page lists all linked contacts and deals.
Step 3: Link Contacts and Deals
Attach every related person and open opportunity to that account.
✅ 결과: You can see total account value before any call, not after it.
💡 꿀팁: Sort companies by open deal value. That single view usually rewrites your week’s priority list.
Salesmate 이메일 템플릿 사용 방법
이메일 템플릿 lets you send your best repeat messages without rewriting them.
다음은 단계별 사용 방법입니다.
1단계: 템플릿 라이브러리를 엽니다.
가다 템플릿 and click Create Template.
Step 2: Write It With Merge Fields
Insert tokens for name, company, and deal so each send reads personal.
Write the template the way your best rep writes. Copy what already books meetings.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: The preview shows real contact data in the merge fields.
Step 3: Save and Reuse It
Attach the template to a sequence and let the CRM handle follow ups.
✅ 결과: Your sales reps stop retyping the same three emails every single day.
💡 꿀팁: Check open and reply rates monthly. Retire any template under a 30% open rate.
How to Use Salesmate Team Collaborator
Enhance Team Collaboration lets you keep your whole sales team working from one shared record.
다음은 단계별 사용 방법입니다.
Step 1: Invite Your Teammates
열려 있는 설정, 그 다음에 사용자, and send invites by email.
Step 2: Assign Roles and Records
Give each rep the territory or pipeline they own, nothing more.
A consistent approach improves the customer experience and builds trust, because buyers get the same service at every touchpoint.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: Your teammate receives the invite and appears in the user list.
Step 3: Use @Mentions on Records
Tag a colleague in a note instead of forwarding the thread.
✅ 결과: Handovers stop losing context, and nobody hunts through inboxes for history.
💡 꿀팁: Make @mentions the rule for deal questions. Chat threads vanish; record notes survive staff changes.
How to Integrate Salesmate With Tools
Integrate With Tools lets you connect Salesmate to the rest of your sales tools.
다음은 단계별 사용 방법입니다.
1단계: 마켓플레이스를 엽니다.
Head to 설정, 그 다음에 통합, and browse the app list.
2단계: 앱을 연결하세요
Authorise the account and pick which records should sync both ways.
Start with the two sales tools you open daily. Connecting everything at once creates duplicates.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: Your test record appears in both apps with matching values.
Step 3: Map Fields and Test
Match field names, then push one test record through the connection.
✅ 결과: Data flows between your sales tools without anyone copying and pasting.
💡 꿀팁: Log the sync direction for each app somewhere shared. Future you will need that note.
Salesmate 웹 양식 사용 방법
웹 양식 lets you capture leads from your site straight into the CRM.
다음은 단계별 사용 방법입니다.
Step 1: Open the Form Builder
가다 웹 양식 and start a new form from scratch.
Step 2: Add Fields and Routing
Keep it to four fields, then set the owner who gets each lead.
Short forms convert better. Ask for budget later, once someone is actually talking to you.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: A test submission creates a new contact instantly.
Step 3: Embed It On Your Site
Copy the embed code and paste it into your landing page.
✅ 결과: Every enquiry lands in the pipeline with an owner already attached.
💡 꿀팁: Route form leads by page URL. Pricing-page visitors deserve a faster response than blog readers.
Salesmate 챗봇 사용 방법
챗봇 lets you answer visitors and book meetings around the clock.
다음은 단계별 사용 방법입니다.
Step 1: Open the Bot Builder
찾다 챗봇 in your workspace and create a new bot.
Step 2: Build the Flow
Add two qualifying questions, then offer your meeting link.
Bots do the boring qualifying, so sales reps only join conversations worth their time.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: The bot widget appears on your live site.
Step 3: Publish and Watch It
Turn it on, then review transcripts weekly and fix dead ends.
✅ 결과: Off-hours visitors get answers and book calls while your team sleeps.
💡 꿀팁: Give the bot a human handoff button on every step. Trapped visitors leave and never return.
Salesmate 전문가 팁 및 단축키
After eight months of daily use, these are the best practices that actually moved our numbers.
See where the gains come from:
키보드 단축키
| 행동 | 지름길 |
|---|---|
| Open the full shortcut list | Shift + / |
| Jump to global search | / |
| Save the open record | Ctrl + S |
| Close any dialog | 에스 |
Shortcuts vary slightly by browser, so check the in-app list once after onboarding.
대부분의 사람들이 놓치는 숨겨진 기능들
- Custom activity types: Salesmate provides customizable activity types with specific icons, so you can track progress beyond basic tasks and calls.
- Dynamic quotes and proposals: These pull CRM data automatically and give you improved pricing tables and cover pages for client presentations.
- Product release notes: The November 2024 release notes added scheduling and reporting upgrades that most existing users never switched on.
Salesmate also publishes case studies worth skimming, since they show how similar teams shortened their sales cycle.
Salesmate에서 흔히 저지르는 실수들을 피하는 방법
Mistake #1: Importing Messy Data During Onboarding
❌ 틀림: Dumping ten years of spreadsheet contacts in on day one.
✅ 오른쪽: Import only contacts touched in the last 18 months, then clean duplicates before inviting sales reps.
Mistake #2: Treating the CRM Like a Contact List
❌ 틀림: Storing names and numbers, then working deals from your inbox anyway.
✅ 오른쪽: Map your sales process to pipeline stages. A strong sales process is the backbone of any high-performing sales organization.
Mistake #3: Skipping Automated Follow Ups
❌ 틀림: Relying on memory to chase quotes, which is how most deals quietly die.
✅ 오른쪽: Build a sequence for every stage. Reps move faster with the CRM handling reminders for them.
세일즈메이트 문제 해결
Problem: Emails Are Not Syncing
원인: The mailbox connection expired, usually after a password change.
고치다: Reconnect the mailbox under Settings, then send one test email to confirm two-way sync.
Problem: The Meeting Scheduler Shows Wrong Availability
원인: Your profile timezone does not match your calendar timezone.
고치다: Match both timezones, then clear buffer rules and rebuild the booking link.
Problem: Reports Are Missing Deals
원인: The report filter excludes deals owned by other sales reps.
고치다: Change the owner filter to your whole sales team and widen the date range.
📌 메모: If none of these fix it, contact Salesmate support through the in-app chat.
Salesmate란 무엇인가요?
세일즈메이트 is a CRM designed for sales teams that need pipelines, calling, and email automation without enterprise pricing.
Think of it as a shared workspace where every deal, call, and email lives on one record.
It is built around one idea: software designed for sales success beats a generic database every time.
이 간단한 개요를 시청하세요:
이 제품에는 다음과 같은 주요 기능이 포함되어 있습니다.
- 보고서 분석: Dashboards and custom reports that show where deals stall
- 회의 일정 관리자: Shareable booking links tied to your live calendar
- 거래 관리: Drag-and-drop pipelines with stage rules and rotting alerts
- 추적 기업: Account-level records that roll up contacts, deals, and notes
- 이메일 템플릿: Reusable templates with merge fields and open tracking
- Enhance Team Collaboration: Shared inboxes, @mentions, and role-based record access
- Integrate With Tools: Native apps, Zapier, and an open API for custom work
- 웹 양식: Drag-and-drop forms with routing and instant notifications
- 챗봇: No-code bot flows that qualify and hand off to reps
자세한 내용은 다음을 참조하세요. 세일즈메이트 리뷰.
세일즈메이트 가격 책정
Here is what Salesmate costs in 2026:
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 기초적인 | 사용자당 월 23달러 | Small sales teams that need pipelines and email tracking |
| 찬성 | 사용자당 월 39달러 | Growing teams that want sequences, goals, and custom reports |
| 사업 | 사용자당 월 63달러 | Larger teams needing advanced automation and permissions |
무료 체험: Yes, with no credit card required at signup.
환불 보장: No refund window is published, so test everything during the trial.
💰 최고의 가성비: Pro — sequences and custom reports are where the CRM starts paying for itself.
세일즈메이트 vs 대안
How does Salesmate compare against the rest of the CRM market?
이 비교 영상을 보세요:
| 도구 | 가장 적합한 대상 | 가격 | 평가 |
|---|---|---|---|
| 세일즈메이트 | Sales-first teams on a budget | 사용자당 월 23달러 | ⭐ 2.5 |
| 허브스팟 | 마케팅과 영업을 하나로 | 사용자당 월 20달러 | ⭐ 4.5 |
| 세일즈포스 | 기업 맞춤형 서비스 | 사용자당 월 25달러 | ⭐ 4.4 |
| 액티브캠페인 | Email nurture | $19/user/mo | ⭐ 4.5 |
| 월요일 CRM | Visual pipelines | 사용자당 월 15달러 | ⭐ 4.6 |
| 프레쉬세일즈 CRM | Built-in phone and AI | 사용자당 월 11달러 | ⭐ 4.5 |
| 킵 | Solo business owners | $79/user/mo | ⭐ 4.2 |
| 캡슐 CRM | 간단한 연락처 추적 | 사용자당 월 18달러 | ⭐ 4.4 |
빠른 추천:
- 종합 최고상: HubSpot — the widest feature set if budget is not the constraint.
- 최고의 가성비: Freshsales CRM — phone and AI scoring at the lowest entry price.
- 초보자에게 가장 적합: Monday CRM — the shortest onboarding of any tool listed.
- Best for teams that close deals faster: Salesmate — sequences, scheduling, and reporting in one CRM.
🎯 세일즈메이트 대안
Salesmate 대안을 찾고 계신가요? 다음은 최고의 옵션들입니다.
- 🚀 고하이레벨: All-in-one agency platform bundling CRM, funnels, and marketing automation under one login.
- 💰 킵: Small-business CRM with built-in invoicing and email automation for solo sellers.
- 🎨 액티브캠페인: Email-first automation with a lighter CRM attached for nurture-heavy teams.
- ⚡ 허브스팟: Generous free tier that grows into a full marketing and service suite.
- 🔒 클릭퍼널즈: 깔때기 건축업자 for teams selling through landing pages instead of live reps.
- 🧠 사람들: Lightweight, AI-assisted contact CRM built for relationship-driven founders and agencies.
- 👶 곧: Cold email sending platform with 워밍업, aimed at outbound rather than pipeline work.
- 🏢 클릭업: Project management tool with CRM templates for teams that live in tasks.
- 🔧 월요일 CRM: Visual board-style pipelines that non-technical sales teams pick up quickly.
- 🌟 캡슐 CRM: Simple, affordable contact and pipeline tracking without the automation overhead.
- ⭐ 통찰력 있게: CRM plus project delivery, useful when sales hands work to a delivery team.
- 🎯 프레쉬세일즈 CRM: Built-in phone, chat, and AI scoring inside one tidy sales workspace.
- 💼 세일즈포스: Enterprise-grade customization and reporting depth, with the setup cost to match.
- 📊 젠데스크: Support-led platform with a sell module for service teams that also close.
전체 목록은 다음을 참조하세요. 세일즈메이트 대안 가이드.
⚔️ 판매원 비교
Here is how Salesmate stacks up head to head:
- Salesmate와 GoHighLevel 비교: Salesmate is cleaner for pure sales; GoHighLevel wins for agency marketing bundles.
- Salesmate와 Keap 비교: Salesmate scales better past ten reps; Keap suits solo business owners.
- Salesmate와 ActiveCampaign 비교: ActiveCampaign owns email nurture; Salesmate owns pipeline and deal management.
- Salesmate와 HubSpot 비교: HubSpot has the bigger free tier; Salesmate costs far less at scale.
- Salesmate와 ClickFunnels 비교: ClickFunnels sells the offer; Salesmate works the follow ups afterwards.
- 세일즈메이트 vs 포크: Folk is lighter and prettier; Salesmate handles real forecasting and reporting.
- Salesmate와 Instantly 비교: Instantly sends cold volume; Salesmate manages what happens after the reply.
- Salesmate와 ClickUp 비교: ClickUp runs projects; Salesmate runs revenue. Pick by which one dominates.
- Salesmate와 Monday CRM 비교: Monday looks slicker; Salesmate ships more sales features for the money.
- Salesmate와 Capsule CRM 비교: Capsule is simpler and cheaper; Salesmate offers automation Capsule cannot match.
- Salesmate와 Insightly 비교: Insightly bridges sales and delivery; Salesmate stays focused on closing deals.
- Salesmate와 Freshales CRM 비교: Nearly even. Freshsales has stronger AI; Salesmate has better meeting scheduling.
- Salesmate와 Salesforce 비교: Salesforce does everything, slowly and expensively. Salesmate does sales, quickly.
- 세일즈메이트 vs 젠데스크: Zendesk leads with support; Salesmate leads with sales pipeline depth.
지금 바로 Salesmate를 사용해 보세요
You now know how to use Salesmate across every major feature:
- ✅ 보고서 분석
- ✅ 회의 일정 관리
- ✅ 거래 관리
- ✅ 기업 추적
- ✅ 이메일 템플릿
- ✅ 팀 협업 강화
- ✅ Integrate With Tools
- ✅ 웹 양식
- ✅ 챗봇
다음 단계: pick one feature and set it up today.
Most teams start with Manage Deals, because it makes the whole sales cycle visible.
A structured approach gives sales reps consistency, and that consistent customer experience builds trust and drives conversions.
자주 묻는 질문
Salesmate는 무엇에 사용되나요?
Salesmate is used to manage contacts, deals, and follow ups in one place. Sales teams use it to run a repeatable sales process and forecast revenue.
CRM을 활용하여 매출을 늘리는 방법은 무엇일까요?
Log every touchpoint, automate follow ups, and review stage reports weekly. A defined sales process can lift revenue by up to 28% versus working without one.
모든 영업 방식의 기본 원칙은 무엇일까요?
Qualify the lead, understand the need, present a fit, handle objections, then close and follow up. Salesmate maps each of those steps to a pipeline stage.
Salesmate는 무료 체험판을 제공하나요?
Yes. Salesmate offers a free trial with no card required, so your sales team can test pipelines, templates, and reports before paying anything.
Is Salesmate a good CRM for small sales teams?
Yes. Plans start at $23 per user monthly, and onboarding takes an afternoon. Small teams get automation that usually costs far more elsewhere.
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