Hoe u Salesmate CRM kunt gebruiken om workflows te automatiseren in 2026

Snelstart

Deze handleiding behandelt alle functies van Salesmate:

• Aan de slag — Create your account and finish onboarding
• Hoe u rapportanalyse kunt gebruiken — See pipeline health and forecast revenue accurately
• Hoe gebruik je de vergaderingsplanner? — Let buyers self-book and stop trading availability emails
• Hoe beheer ik deals? — Track every opportunity through a visible sales cycle
• Hoe bedrijven te volgen — Group contacts and deals under one account record
• Hoe gebruik je e-mailtemplates? — Send your best repeat messages without rewriting them
• Hoe je de samenwerking binnen een team kunt verbeteren — 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
• Hoe webformulieren te gebruiken — Capture leads from your site straight into the CRM
• Hoe chatbots te gebruiken — Answer visitors and book meetings around the clock

Benodigde tijd: 5 minutes per feature — the full guide is about a 14 min read.

Ook in deze handleiding: Professionele tips | Veelgemaakte fouten | Probleemoplossing | Prijzen | Alternatieven

Waarom zou je deze gids vertrouwen?

I have used Salesmate daily for eight months and tested every feature covered here. This tutorial comes from real hands-on work, not vendor screenshots.

Salesmate is een 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.

Handleiding voor Salesmate

This How to Use Salesmate CRM tutorial walks through every feature, from onboarding to the automatisering that separates casual users from power users.

Verkoopmedewerker

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.

PROBEER SALESMATE NU →

LEES DE VOLLEDIGE RECENSIE →

ALTERNATIEVEN VOOR SALESMATE →

Aan de slag met Salesmate

Voordat je een functie kunt gebruiken, moet je eerst deze eenmalige installatie voltooien.

Onboarding takes about three minutes.

Stap 1: Maak uw account aan

Go to the Salesmate website and click Start gratis proefperiode.

Enter your work email and set a password.

✓ Controlepunt: A confirmation email lands in your inbox.

Stap 2: Richt je werkplek in

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

Zo ziet het dashboard eruit:

✓ Controlepunt: 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.

Hoe u Salesmate-rapportanalyses kunt gebruiken

Rapportanalyses lets you turn raw activity into a clear sales funnel overview.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Stap 1: Open het tabblad Rapporten.

Klik Rapporten in the left sidebar of your workspace.

Stap 2: Een aangepast rapport maken

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.

Zo ziet het eruit:

✓ Controlepunt: Your chart populates with live deal data.

Step 3: Schedule It to Your Inbox

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

Hoe u de Salesmate-vergaderingsplanner kunt gebruiken

Ontmoeting Planner lets you let prospects book time without the email ping-pong.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Stap 1: Koppel je agenda

Ga naar Instellingen, 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.

Zo ziet het eruit:

✓ Controlepunt: The booking page shows only your free slots.

Stap 3: Deel de link

Drop the link into your email signature and your sequences.

How to Manage Salesmate Deals

Deals beheren lets you move every opportunity through a visible sales cycle.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Stap 1: Maak je pipeline aan

Open Aanbiedingen and name each stage after a real buying step.

Stap 2: Voeg een aanbieding toe

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.

Zo ziet het eruit:

✓ Controlepunt: Your deal appears in the correct stage column.

Step 3: Update Stages as You Go

Drag the card forward the same day something changes.

How to Use Salesmate Company Tracker

Bedrijven volgen lets you group every contact and deal under one account record.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Step 1: Open the Companies Module

Klik Bedrijven 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.

Zo ziet het eruit:

✓ Controlepunt: 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.

Hoe u e-mailtemplates van Salesmate kunt gebruiken

E-mailtemplates lets you send your best repeat messages without rewriting them.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Stap 1: Open de sjabloonbibliotheek

Ga naar Sjablonen 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.

Zo ziet het eruit:

✓ Controlepunt: 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.

How to Use Salesmate Team Collaborator

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

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Step 1: Invite Your Teammates

Open Instellingen, Dan Gebruikers, 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.

Zo ziet het eruit:

✓ Controlepunt: 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.

How to Integrate Salesmate With Tools

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

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Stap 1: Open de marktplaats

Head to Instellingen, Dan Integraties, and browse the app list.

Stap 2: Verbind je app

Authorise the account and pick which records should sync both ways.

Start with the two sales tools you open daily. Connecting everything at once creates duplicates.

Zo ziet het eruit:

✓ Controlepunt: 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.

Hoe Salesmate-webformulieren te gebruiken

Webformulieren lets you capture leads from your site straight into the CRM.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Step 1: Open the Form Builder

Ga naar Webformulieren 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.

Zo ziet het eruit:

✓ Controlepunt: 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.

Hoe Salesmate-chatbots te gebruiken

Chatbots lets you answer visitors and book meetings around the clock.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Step 1: Open the Bot Builder

Vinden Chatbots 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.

Zo ziet het eruit:

✓ Controlepunt: 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.

Salesmate Pro-tips en snelkoppelingen

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

See where the gains come from:

Toetsenbord sneltoetsen

Shortcuts vary slightly by browser, so check the in-app list once after onboarding.

Verborgen functies die de meeste mensen over het hoofd zien

• 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.

Veelgemaakte fouten van Salesmate die je moet vermijden

Mistake #1: Importing Messy Data During Onboarding

Mistake #2: Treating the CRM Like a Contact List

Mistake #3: Skipping Automated Follow Ups

Probleemoplossing voor Salesmate

Problem: Emails Are Not Syncing

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

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

Problem: The Meeting Scheduler Shows Wrong Availability

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

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

Problem: Reports Are Missing Deals

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

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

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

Wat is Salesmate?

Verkoopmedewerker 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.

Bekijk dit korte overzicht:

Het omvat de volgende belangrijke kenmerken:

• Rapportanalyse: Dashboards and custom reports that show where deals stall
• Vergaderingsplanner: Shareable booking links tied to your live calendar
• Deals beheren: Drag-and-drop pipelines with stage rules and rotting alerts
• Volg bedrijven: Account-level records that roll up contacts, deals, and notes
• E-mailtemplates: 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
• Webformulieren: Drag-and-drop forms with routing and instant notifications
• Chatbots: No-code bot flows that qualify and hand off to reps

Voor een volledig overzicht, zie onze Salesmate-recensie.

Prijzen van Salesmate

Here is what Salesmate costs in 2026:

Gratis proefperiode: Yes, with no credit card required at signup.

Geld-terug-garantie: No refund window is published, so test everything during the trial.

💰 Beste prijs-kwaliteitverhouding: Pro — sequences and custom reports are where the CRM starts paying for itself.

Salesmate versus alternatieven

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

Bekijk deze vergelijking:

Snelle keuzes:

• Beste overall: HubSpot — the widest feature set if budget is not the constraint.
• Beste budget: Freshsales CRM — phone and AI scoring at the lowest entry price.
• Het meest geschikt voor beginners: Monday CRM — the shortest onboarding of any tool listed.
• Best for teams that close deals faster: Salesmate — sequences, scheduling, and reporting in one CRM.

🎯 Alternatieven voor Salesmate

Op zoek naar alternatieven voor Salesmate? Dit zijn de beste opties:

• 🚀 GoHighLevel: All-in-one agency platform bundling CRM, funnels, and marketing automation under one login.
• 💰 Keap: Small-business CRM with built-in invoicing and email automation for solo sellers.
• 🎨 ActiveCampaign: Email-first automation with a lighter CRM attached for nurture-heavy teams.
• ⚡ HubSpot: Generous free tier that grows into a full marketing and service suite.
• 🔒 ClickFunnels: Koker bouwer for teams selling through landing pages instead of live reps.
• 🧠 Volk: Lightweight, AI-assisted contact CRM built for relationship-driven founders and agencies.
• 👶 Meteen: Cold email sending platform with opwarming, aimed at outbound rather than pipeline work.
• 🏢 Klik omhoog: Project management tool with CRM templates for teams that live in tasks.
• 🔧 Maandag CRM: Visual board-style pipelines that non-technical sales teams pick up quickly.
• 🌟 Capsule CRM: Simple, affordable contact and pipeline tracking without the automation overhead.
• ⭐ Inzichtelijk: CRM plus project delivery, useful when sales hands work to a delivery team.
• 🎯 Freshsales CRM: Built-in phone, chat, and AI scoring inside one tidy sales workspace.
• 💼 Salesforce: Enterprise-grade customization and reporting depth, with the setup cost to match.
• 📊 Zendesk: Support-led platform with a sell module for service teams that also close.

Voor de volledige lijst, zie onze Alternatieven voor Salesmate gids.

⚔️ Salesmate vergeleken

Here is how Salesmate stacks up head to head:

• Salesmate versus GoHighLevel: Salesmate is cleaner for pure sales; GoHighLevel wins for agency marketing bundles.
• Salesmate versus Keap: Salesmate scales better past ten reps; Keap suits solo business owners.
• Salesmate versus ActiveCampaign: ActiveCampaign owns email nurture; Salesmate owns pipeline and deal management.
• Salesmate versus HubSpot: HubSpot has the bigger free tier; Salesmate costs far less at scale.
• Salesmate versus ClickFunnels: ClickFunnels sells the offer; Salesmate works the follow ups afterwards.
• Verkoopmedewerker versus gewone burger: Folk is lighter and prettier; Salesmate handles real forecasting and reporting.
• Salesmate versus Instantly: Instantly sends cold volume; Salesmate manages what happens after the reply.
• Salesmate versus ClickUp: ClickUp runs projects; Salesmate runs revenue. Pick by which one dominates.
• Salesmate versus Monday CRM: Monday looks slicker; Salesmate ships more sales features for the money.
• Salesmate versus Capsule CRM: Capsule is simpler and cheaper; Salesmate offers automation Capsule cannot match.
• Salesmate versus Insightly: Insightly bridges sales and delivery; Salesmate stays focused on closing deals.
• Salesmate versus Freshsales CRM: Nearly even. Freshsales has stronger AI; Salesmate has better meeting scheduling.
• Salesmate versus Salesforce: Salesforce does everything, slowly and expensively. Salesmate does sales, quickly.
• Salesmate versus Zendesk: Zendesk leads with support; Salesmate leads with sales pipeline depth.

Begin nu met het gebruik van Salesmate.

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

• ✅ Rapportanalyse
• ✅ Vergaderingenplanner
• ✅ Deals beheren
• ✅ Bedrijven volgen
• ✅ E-mailtemplates
• ✅ Verbeter de samenwerking binnen het team
• ✅ Integrate With Tools
• ✅ Webformulieren
• ✅ Chatbots

Volgende stap: 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.

Veelgestelde vragen

Waarvoor wordt Salesmate gebruikt?

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.

Hoe kun je CRM gebruiken om de verkoop te verhogen?

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.

Wat zijn de basisprincipes van elke verkoopaanpak?

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.

Biedt Salesmate een gratis proefperiode aan?

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.