{"id":33230,"date":"2024-12-13T12:49:06","date_gmt":"2024-12-13T12:49:06","guid":{"rendered":"https:\/\/fahimai.com\/?p=33230"},"modified":"2026-08-26T11:25:38","modified_gmt":"2026-08-26T08:25:38","slug":"how-to-use-salesmate","status":"publish","type":"post","link":"https:\/\/www.fahimai.com\/nl\/how-to-use-salesmate","title":{"rendered":"Hoe u Salesmate CRM kunt gebruiken om workflows te automatiseren in 2026"},"content":{"rendered":"\n<h2 id='quick-start'  id=\"boomdevs_1\" class=\"wp-block-heading\">Quick Start<\/h2>\n\n\n\n<div class=\"wp-block-group quick-start-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image134565_0a414b-a0.kb-image-is-ratio-size, .kb-image134565_0a414b-a0 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image134565_0a414b-a0.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image134565_0a414b-a0 .kb-image-is-ratio-size{align-self:unset;}.kb-image134565_0a414b-a0 figure{max-width:350px;}.kb-image134565_0a414b-a0 .image-is-svg, .kb-image134565_0a414b-a0 .image-is-svg img{width:100%;}.kb-image134565_0a414b-a0 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image134565_0a414b-a0\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/CTA-4.png\" alt=\"Salesmate Logo\" class=\"kb-img wp-image-25856\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/CTA-4.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/CTA-4-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>This guide covers every Salesmate feature:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#getting-started-with-salesmate\">Getting Started<\/a> \u2014 Create your account and finish onboarding<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-report-analytics\">How to Use Report Analytics<\/a> \u2014 See pipeline health and forecast revenue accurately<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-meeting-scheduler\">How to Use Meeting Scheduler<\/a> \u2014 Let buyers self-book and stop trading availability emails<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-manage-deals\">How to Use Manage Deals<\/a> \u2014 Track every opportunity through a visible sales cycle<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-track-companies\">How to Use Track Companies<\/a> \u2014 Group contacts and deals under one account record<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-email-templates\">How to Use Email Templates<\/a> \u2014 Send your best repeat messages without rewriting them<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-enhance-team-collaboration\">How to Use Enhance Team Collaboration<\/a> \u2014 Keep your whole sales team working from one shared record<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-integrate-with-tools\">How to Use Integrate With Tools<\/a> \u2014 Connect Salesmate to the rest of your sales tools<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-web-forms\">How to Use Web Forms<\/a> \u2014 Capture leads from your site straight into the CRM<\/li>\n\n\n\n<li><a href=\"#how-to-use-salesmate-chatbots\">How to Use Chatbots<\/a> \u2014 Answer visitors and book meetings around the clock<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Time needed:<\/strong> 5 minutes per feature \u2014 the full guide is about a 14 min read.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Also in this guide:<\/strong> <a href=\"#salesmate-pro-tips-and-shortcuts\">Pro Tips<\/a> | <a href=\"#salesmate-common-mistakes-to-avoid\">Common Mistakes<\/a> | <a href=\"#salesmate-troubleshooting\">Troubleshooting<\/a> | <a href=\"#salesmate-pricing\">Pricing<\/a> | <a href=\"#salesmate-vs-alternatives\">Alternatives<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Why Trust This Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I have used Salesmate daily for eight months and tested every feature covered here. This tutorial comes from real hands-on work, not vendor screenshots.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/12\/Fahim-AI-2-1-25.png\" alt=\"Salesmate CRM feature overview\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Salesmate is a <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-for-coaches\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"154155\" target=\"_blank\" rel=\"noopener\">CRM<\/a> designed for sales teams that want fewer tabs and more closed deals.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But most users only ever touch contacts and deals.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This guide shows you how to use Salesmate properly, feature by feature.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step by step, with screenshots and the tips I wish I had on day one.<\/p>\n\n\n\n<h2 id='salesmate-tutorial'  id=\"boomdevs_2\" class=\"wp-block-heading\">Salesmate Tutorial<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This How to Use Salesmate CRM tutorial walks through every feature, from onboarding to the <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/linkedin-automation-tools\" title=\"automation\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"154168\">automation<\/a> that separates casual users from power users.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns cta-box-inner is-layout-flex wp-container-core-columns-is-layout-c446116b wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column cta-box-left is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group cta-box-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image134565_0a414b-a0.kb-image-is-ratio-size, .kb-image134565_0a414b-a0 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image134565_0a414b-a0.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image134565_0a414b-a0 .kb-image-is-ratio-size{align-self:unset;}.kb-image134565_0a414b-a0 figure{max-width:350px;}.kb-image134565_0a414b-a0 .image-is-svg, .kb-image134565_0a414b-a0 .image-is-svg img{width:100%;}.kb-image134565_0a414b-a0 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image134565_0a414b-a0\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/CTA-4.png\" alt=\"Salesmate Logo\" class=\"kb-img wp-image-25856\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/CTA-4.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/CTA-4-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column cta-box-right is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"cta-box-title wp-block-paragraph\">Salesmate<\/p>\n\n\n\n<p class=\"cta-box-description wp-block-paragraph\">Run your entire sales process in one place. Salesmate bundles pipelines, calling, email sequences, and reporting from $23 per user monthly. Start free \u2014 no card needed.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-primary\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\">TRY SALESMATE NOW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/salesmate-crm\">READ FULL REVIEW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/salesmate-alternatives\">SALESMATE ALTERNATIVES \u2192<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 id='getting-started-with-salesmate'  id=\"boomdevs_3\" id=\"getting-started-with-salesmate\" class=\"wp-block-heading\">Getting Started with Salesmate<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Before any feature, finish this one-time setup.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Onboarding takes about three minutes.<\/p>\n\n\n\n<h4 id='step-1-create-your-account'  id=\"boomdevs_4\" class=\"wp-block-heading\">Step 1: Create Your Account<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to the Salesmate website and click <strong>Start Free Trial<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Enter your work email and set a password.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> A confirmation email lands in your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/inbox-placement-tool\" title=\"inbox\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"154170\" target=\"_blank\" rel=\"noopener\">inbox<\/a>.<\/p>\n\n\n\n<h4 id='step-2-set-up-your-workspace'  id=\"boomdevs_5\" class=\"wp-block-heading\">Step 2: Set Up Your Workspace<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Name your workspace, pick your currency, and invite your sales team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what the dashboard looks like:<\/p>\n\n\n<style>.kb-image347c94_e79d27 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image347c94_e79d27 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Untitled-design-2-6-980x413.png\" alt=\"Salesmate Personal Experience\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> You land on the main dashboard with empty widgets.<\/p>\n\n\n\n<h4 id='step-3-import-contacts-and-map-your-sales-process'  id=\"boomdevs_6\" class=\"wp-block-heading\">Step 3: Import Contacts and Map Your Sales Process<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Upload a clean CSV, then rename your pipeline stages to match how you actually sell.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Done:<\/strong> Onboarding is finished and you can use any feature below.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, 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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\" id=\"how-to-use-salesmate-report-analytics\" class=\"wp-block-heading\">How to Use Salesmate Report Analytics<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Report Analytics<\/strong> lets you turn raw activity into a clear sales funnel overview.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-reports-tab'  id=\"boomdevs_8\" class=\"wp-block-heading\">Step 1: Open the Reports Tab<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click <strong>Reports<\/strong> in the left sidebar of your workspace.<\/p>\n\n\n\n<h4 id='step-2-build-a-custom-report'  id=\"boomdevs_9\" class=\"wp-block-heading\">Step 2: Build a Custom Report<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Pick a module, choose your filters, then select a chart type.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With a structured process, sales managers gain a clear sales funnel overview, which makes revenue forecasts more accurate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-image1c4f7b_75e7ec .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image1c4f7b_75e7ec size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Salesmate-Report-Analytics-980x429.png\" alt=\"Salesmate Report Analytics\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your chart populates with live deal data.<\/p>\n\n\n\n<h4 id='step-3-schedule-it-to-your-inbox'  id=\"boomdevs_10\" class=\"wp-block-heading\">Step 3: Schedule It to Your Inbox<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Hit <strong>Save<\/strong>, then set a weekly email delivery for your sales team.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You have a repeatable report your sales reps can read in seconds.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Build one report per pipeline stage. Stage-level drop-off tells you where the sales process is leaking.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-salesmate-meeting-scheduler'  id=\"boomdevs_11\" id=\"how-to-use-salesmate-meeting-scheduler\" class=\"wp-block-heading\">How to Use Salesmate Meeting Scheduler<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/best-webinar-software\" title=\"Meeting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"154174\">Meeting<\/a> Scheduler<\/strong> lets you let prospects book time without the email ping-pong.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-connect-your-calendar'  id=\"boomdevs_12\" class=\"wp-block-heading\">Step 1: Connect Your Calendar<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to <strong>Settings<\/strong>, then link your Google or Outlook calendar.<\/p>\n\n\n\n<h4 id='step-2-create-a-meeting-link'  id=\"boomdevs_13\" class=\"wp-block-heading\">Step 2: Create a Meeting Link<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Set the duration, buffer time, and the hours you accept calls.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Salesmate blocks anything already booked, so double-bookings never reach your sales team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-imagea26fe9_b27deb .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagea26fe9_b27deb size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Salesmate-Meeting-Scheduler-980x438.png\" alt=\"Salesmate Meeting Scheduler\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The booking page shows only your free slots.<\/p>\n\n\n\n<h4 id='step-3-share-the-link'  id=\"boomdevs_14\" class=\"wp-block-heading\">Step 3: Share the Link<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Drop the link into your email signature and your sequences.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Prospects book themselves in, and every meeting lands on the deal record.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Add a short qualifying <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/question-ai\" title=\"question\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"154167\" target=\"_blank\" rel=\"noopener\">question<\/a> to the booking form. Sales reps walk in already knowing the use case.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-manage-salesmate-deals'  id=\"boomdevs_15\" id=\"how-to-use-salesmate-manage-deals\" class=\"wp-block-heading\">How to Manage Salesmate Deals<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Manage Deals<\/strong> lets you move every opportunity through a visible sales cycle.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-create-your-pipeline'  id=\"boomdevs_16\" class=\"wp-block-heading\">Step 1: Create Your Pipeline<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open <strong>Deals<\/strong> and name each stage after a real buying step.<\/p>\n\n\n\n<h4 id='step-2-add-a-deal'  id=\"boomdevs_17\" class=\"wp-block-heading\">Step 2: Add a Deal<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Enter the value, close date, and owner, then link the contact.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A well-defined sales process lets sales reps understand and respond to customer needs at each stage.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-imagebe13a6_2be335 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagebe13a6_2be335 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Untitled-design-15-980x442.png\" alt=\"Salesmate Manage Deals\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your deal appears in the correct stage column.<\/p>\n\n\n\n<h4 id='step-3-update-stages-as-you-go'  id=\"boomdevs_18\" class=\"wp-block-heading\">Step 3: Update Stages as You Go<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Drag the card forward the same day something changes.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Your whole sales cycle sits on one board instead of in someone&#8217;s head.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Turn on rotting days per stage. Salesmate flags stale deals before the quarter quietly disappears.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-salesmate-company-tracker'  id=\"boomdevs_19\" id=\"how-to-use-salesmate-track-companies\" class=\"wp-block-heading\">How to Use Salesmate Company Tracker<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Track Companies<\/strong> lets you group every contact and deal under one account record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-companies-module'  id=\"boomdevs_20\" class=\"wp-block-heading\">Step 1: Open the Companies Module<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click <strong>Companies<\/strong> from the main navigation bar.<\/p>\n\n\n\n<h4 id='step-2-add-a-company-record'  id=\"boomdevs_21\" class=\"wp-block-heading\">Step 2: Add a Company Record<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Fill in the domain, industry, and size fields you actually report on.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Keep the field list short. Empty fields make reports look worse than no fields at all.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-imagef07951_1ada86 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagef07951_1ada86 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Untitled-design-3-4-980x250.png\" alt=\"Salesmate Track Companies\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The company page lists all linked contacts and deals.<\/p>\n\n\n\n<h4 id='step-3-link-contacts-and-deals'  id=\"boomdevs_22\" class=\"wp-block-heading\">Step 3: Link Contacts and Deals<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Attach every related person and open opportunity to that account.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You can see total account value before any call, not after it.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Sort companies by open deal value. That single view usually rewrites your week&#8217;s priority list.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-salesmate-email-templates'  id=\"boomdevs_23\" id=\"how-to-use-salesmate-email-templates\" class=\"wp-block-heading\">How to Use Salesmate Email Templates<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Email Templates<\/strong> lets you send your best repeat messages without rewriting them.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-template-library'  id=\"boomdevs_24\" class=\"wp-block-heading\">Step 1: Open the Template Library<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to <strong>Templates<\/strong> and click <strong>Create Template<\/strong>.<\/p>\n\n\n\n<h4 id='step-2-write-it-with-merge-fields'  id=\"boomdevs_25\" class=\"wp-block-heading\">Step 2: Write It With Merge Fields<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Insert tokens for name, company, and deal so each send reads personal.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Write the template the way your best rep writes. Copy what already books meetings.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-imagea53abd_c3b9cb .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagea53abd_c3b9cb size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Untitled-design-1-6-980x419.png\" alt=\"Salesmate Email Templates\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The preview shows real contact data in the merge fields.<\/p>\n\n\n\n<h4 id='step-3-save-and-reuse-it'  id=\"boomdevs_26\" class=\"wp-block-heading\">Step 3: Save and Reuse It<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Attach the template to a sequence and let the CRM handle follow ups.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Your sales reps stop retyping the same three emails every single day.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Check open and reply rates monthly. Retire any template under a 30% open rate.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-salesmate-team-collaborator'  id=\"boomdevs_27\" id=\"how-to-use-salesmate-enhance-team-collaboration\" class=\"wp-block-heading\">How to Use Salesmate Team Collaborator<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Enhance Team Collaboration<\/strong> lets you keep your whole sales team working from one shared record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-invite-your-teammates'  id=\"boomdevs_28\" class=\"wp-block-heading\">Step 1: Invite Your Teammates<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open <strong>Settings<\/strong>, then <strong>Users<\/strong>, and send invites by email.<\/p>\n\n\n\n<h4 id='step-2-assign-roles-and-records'  id=\"boomdevs_29\" class=\"wp-block-heading\">Step 2: Assign Roles and Records<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Give each rep the territory or pipeline they own, nothing more.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A consistent approach improves the customer experience and builds trust, because buyers get the same service at every touchpoint.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Boost Team Collaboration and Decision-Making with Salesmate CRM\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/TJjiO0N3grc?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your teammate receives the invite and appears in the user list.<\/p>\n\n\n\n<h4 id='step-3-use-mentions-on-records'  id=\"boomdevs_30\" class=\"wp-block-heading\">Step 3: Use @Mentions on Records<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Tag a colleague in a note instead of forwarding the thread.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Handovers stop losing context, and nobody hunts through inboxes for history.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Make @mentions the rule for deal questions. Chat threads vanish; record notes survive staff changes.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-integrate-salesmate-with-tools'  id=\"boomdevs_31\" id=\"how-to-use-salesmate-integrate-with-tools\" class=\"wp-block-heading\">How to Integrate Salesmate With Tools<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Integrate With Tools<\/strong> lets you connect Salesmate to the rest of your sales tools.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-marketplace'  id=\"boomdevs_32\" class=\"wp-block-heading\">Step 1: Open the Marketplace<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Head to <strong>Settings<\/strong>, then <strong>Integrations<\/strong>, and browse the app list.<\/p>\n\n\n\n<h4 id='step-2-connect-your-app'  id=\"boomdevs_33\" class=\"wp-block-heading\">Step 2: Connect Your App<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Authorise the account and pick which records should sync both ways.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Start with the two sales tools you open daily. Connecting everything at once creates duplicates.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Integrate video conferencing tools for your meetings within Salesmate\" width=\"1080\" height=\"810\" src=\"https:\/\/www.youtube.com\/embed\/83YUyXy56OI?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your test record appears in both apps with matching values.<\/p>\n\n\n\n<h4 id='step-3-map-fields-and-test'  id=\"boomdevs_34\" class=\"wp-block-heading\">Step 3: Map Fields and Test<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Match field names, then push one test record through the connection.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Data flows between your sales tools without anyone copying and pasting.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Log the sync direction for each app somewhere shared. Future you will need that note.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-salesmate-web-forms'  id=\"boomdevs_35\" id=\"how-to-use-salesmate-web-forms\" class=\"wp-block-heading\">How to Use Salesmate Web Forms<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Web Forms<\/strong> lets you capture leads from your site straight into the CRM.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-form-builder'  id=\"boomdevs_36\" class=\"wp-block-heading\">Step 1: Open the Form Builder<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to <strong>Web Forms<\/strong> and start a new form from scratch.<\/p>\n\n\n\n<h4 id='step-2-add-fields-and-routing'  id=\"boomdevs_37\" class=\"wp-block-heading\">Step 2: Add Fields and Routing<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Keep it to four fields, then set the owner who gets each lead.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Short forms convert better. Ask for budget later, once someone is actually talking to you.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"10 - Create Webforms - Salesmate\" width=\"1080\" height=\"810\" src=\"https:\/\/www.youtube.com\/embed\/jpR0Zhjczxs?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> A test submission creates a new contact instantly.<\/p>\n\n\n\n<h4 id='step-3-embed-it-on-your-site'  id=\"boomdevs_38\" class=\"wp-block-heading\">Step 3: Embed It On Your Site<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Copy the embed code and paste it into your landing page.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Every enquiry lands in the pipeline with an owner already attached.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Route form leads by page URL. Pricing-page visitors deserve a faster response than blog readers.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-salesmate-chatbots'  id=\"boomdevs_39\" id=\"how-to-use-salesmate-chatbots\" class=\"wp-block-heading\">How to Use Salesmate Chatbots<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/ai-chatbots\" title=\"Chatbots\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"154171\">Chatbots<\/a><\/strong> lets you answer visitors and book meetings around the clock.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-bot-builder'  id=\"boomdevs_40\" class=\"wp-block-heading\">Step 1: Open the Bot Builder<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Find <strong>Chatbots<\/strong> in your workspace and create a new bot.<\/p>\n\n\n\n<h4 id='step-2-build-the-flow'  id=\"boomdevs_41\" class=\"wp-block-heading\">Step 2: Build the Flow<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Add two qualifying questions, then offer your meeting link.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bots do the boring qualifying, so sales reps only join conversations worth their time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"13 - Chat Messenger - Salesmate\" width=\"1080\" height=\"810\" src=\"https:\/\/www.youtube.com\/embed\/rXdxXtrXEHk?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The bot widget appears on your live site.<\/p>\n\n\n\n<h4 id='step-3-publish-and-watch-it'  id=\"boomdevs_42\" class=\"wp-block-heading\">Step 3: Publish and Watch It<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Turn it on, then review transcripts weekly and fix dead ends.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Off-hours visitors get answers and book calls while your team sleeps.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Give the bot a human handoff button on every step. Trapped visitors leave and never return.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='salesmate-pro-tips-and-shortcuts'  id=\"boomdevs_43\" id=\"salesmate-pro-tips-and-shortcuts\" class=\"wp-block-heading\">Salesmate Pro Tips and Shortcuts<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">After eight months of daily use, these are the best practices that actually moved our numbers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">See where the gains come from:<\/p>\n\n\n<style>.kb-image4053c3_c98bb3 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image4053c3_c98bb3 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Untitled-design-6-3-980x459.png\" alt=\"Salesmate Top Benefits\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Keyboard Shortcuts<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Action<\/th><th>Shortcut<\/th><\/tr><\/thead><tbody><tr><td>Open the full shortcut list<\/td><td>Shift + \/<\/td><\/tr><tr><td>Jump to global search<\/td><td>\/<\/td><\/tr><tr><td>Save the open record<\/td><td>Ctrl + S<\/td><\/tr><tr><td>Close any dialog<\/td><td>Esc<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Shortcuts vary slightly by browser, so check the in-app list once after onboarding.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Hidden Features Most People Miss<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Custom activity types:<\/strong> Salesmate provides customizable activity types with specific icons, so you can track progress beyond basic tasks and calls.<\/li>\n\n\n\n<li><strong>Dynamic quotes and proposals:<\/strong> These pull CRM data automatically and give you improved pricing tables and cover pages for client presentations.<\/li>\n\n\n\n<li><strong>Product release notes:<\/strong> The November 2024 release notes added scheduling and reporting upgrades that most existing users never switched on.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Salesmate also publishes case studies worth skimming, since they show how similar teams shortened their sales cycle.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='salesmate-common-mistakes-to-avoid'  id=\"boomdevs_44\" id=\"salesmate-common-mistakes-to-avoid\" class=\"wp-block-heading\">Salesmate Common Mistakes to Avoid<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #1: Importing Messy Data During Onboarding<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Dumping ten years of spreadsheet contacts in on day one.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Import only contacts touched in the last 18 months, then clean duplicates before inviting sales reps.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #2: Treating the CRM Like a Contact List<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Storing names and numbers, then working deals from your inbox anyway.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Map your sales process to pipeline stages. A strong sales process is the backbone of any high-performing sales organization.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #3: Skipping Automated Follow Ups<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Relying on memory to chase quotes, which is how most deals quietly die.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Build a sequence for every stage. Reps move faster with the CRM handling reminders for them.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='salesmate-troubleshooting'  id=\"boomdevs_45\" id=\"salesmate-troubleshooting\" class=\"wp-block-heading\">Salesmate Troubleshooting<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Emails Are Not Syncing<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> The mailbox connection expired, usually after a password change.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Reconnect the mailbox under Settings, then send one test email to confirm two-way sync.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: The Meeting Scheduler Shows Wrong Availability<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> Your profile timezone does not match your calendar timezone.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Match both timezones, then clear buffer rules and rebuild the booking link.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Reports Are Missing Deals<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> The report filter excludes deals owned by other sales reps.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Change the owner filter to your whole sales team and widen the date range.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udccc <strong>Note:<\/strong> If none of these fix it, contact Salesmate support through the in-app chat.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='what-is-salesmate'  id=\"boomdevs_46\" class=\"wp-block-heading\">What is Salesmate?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Salesmate<\/strong> is a CRM designed for sales teams that need pipelines, calling, and email automation without enterprise pricing.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Think of it as a shared workspace where every deal, call, and email lives on one record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It is built around one idea: software designed for sales success beats a generic database every time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch this quick overview:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Salesmate.io CRM Demo And Review (Full Guide)\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/ZGvrnHK9TPk?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">It includes these key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Report Analytics:<\/strong> Dashboards and custom reports that show where deals stall<\/li>\n\n\n\n<li><strong>Meeting Scheduler:<\/strong> Shareable booking links tied to your live calendar<\/li>\n\n\n\n<li><strong>Manage Deals:<\/strong> Drag-and-drop pipelines with stage rules and rotting alerts<\/li>\n\n\n\n<li><strong>Track Companies:<\/strong> Account-level records that roll up contacts, deals, and notes<\/li>\n\n\n\n<li><strong>Email Templates:<\/strong> Reusable templates with merge fields and open tracking<\/li>\n\n\n\n<li><strong>Enhance Team Collaboration:<\/strong> Shared inboxes, @mentions, and role-based record access<\/li>\n\n\n\n<li><strong>Integrate With Tools:<\/strong> Native apps, Zapier, and an open API for custom work<\/li>\n\n\n\n<li><strong>Web Forms:<\/strong> Drag-and-drop forms with routing and instant notifications<\/li>\n\n\n\n<li><strong>Chatbots:<\/strong> No-code bot flows that qualify and hand off to reps<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For a full breakdown, see our <a href=\"https:\/\/www.fahimai.com\/salesmate-crm\">Salesmate review<\/a>.<\/p>\n\n\n<style>.kb-imaged15185_695271 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imaged15185_695271 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Untitled-design-5-4-980x545.png\" alt=\"Salesmate Homepage\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, 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#ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='salesmate-pricing'  id=\"boomdevs_47\" id=\"salesmate-pricing\" class=\"wp-block-heading\">Salesmate Pricing<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what Salesmate costs in 2026:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Plan<\/th><th>Price<\/th><th>Best For<\/th><\/tr><\/thead><tbody><tr><td>Basic<\/td><td>$23\/user\/month<\/td><td>Small sales teams that need pipelines and email tracking<\/td><\/tr><tr><td>Pro<\/td><td>$39\/user\/month<\/td><td>Growing teams that want sequences, goals, and custom reports<\/td><\/tr><tr><td>Business<\/td><td>$63\/user\/month<\/td><td>Larger teams needing advanced automation and permissions<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Free trial:<\/strong> Yes, with no credit card required at signup.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Money-back guarantee:<\/strong> No refund window is published, so test everything during the trial.<\/p>\n\n\n<style>.kb-image407677_1d491d .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image407677_1d491d size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Salesmates-CRM-Pricing-980x451.png\" alt=\"Salesmate Pricing\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcb0 <strong>Best Value:<\/strong> Pro \u2014 sequences and custom reports are where the CRM starts paying for itself.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='salesmate-vs-alternatives'  id=\"boomdevs_48\" id=\"salesmate-vs-alternatives\" class=\"wp-block-heading\">Salesmate vs Alternatives<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">How does Salesmate compare against the rest of the CRM market?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch this comparison:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"The Best CRM Tools for Your Needs\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/qAwlJrX-4ww?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Tool<\/th><th>Best For<\/th><th>Price<\/th><th>Rating<\/th><\/tr><\/thead><tbody><tr><td><strong>Salesmate<\/strong><\/td><td>Sales-first teams on a budget<\/td><td>$23\/user\/mo<\/td><td>\u2b50 2.5<\/td><\/tr><tr><td>HubSpot<\/td><td>Marketing and sales in one<\/td><td>$20\/user\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td>Salesforce<\/td><td>Enterprise customization<\/td><td>$25\/user\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><tr><td>ActiveCampaign<\/td><td>Email nurture<\/td><td>$19\/user\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td>Monday CRM<\/td><td>Visual pipelines<\/td><td>$15\/user\/mo<\/td><td>\u2b50 4.6<\/td><\/tr><tr><td>Freshsales CRM<\/td><td>Built-in phone and AI<\/td><td>$11\/user\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td>Keap<\/td><td>Solo business owners<\/td><td>$79\/user\/mo<\/td><td>\u2b50 4.2<\/td><\/tr><tr><td>Capsule CRM<\/td><td>Simple contact tracking<\/td><td>$18\/user\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Quick picks:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Best overall:<\/strong> HubSpot \u2014 the widest feature set if budget is not the constraint.<\/li>\n\n\n\n<li><strong>Best budget:<\/strong> Freshsales CRM \u2014 phone and AI scoring at the lowest entry price.<\/li>\n\n\n\n<li><strong>Best for beginners:<\/strong> Monday CRM \u2014 the shortest onboarding of any tool listed.<\/li>\n\n\n\n<li><strong>Best for teams that close deals faster:<\/strong> Salesmate \u2014 sequences, scheduling, and reporting in one CRM.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\ud83c\udfaf Salesmate Alternatives<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Looking for Salesmate alternatives? Here are the top options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud83d\ude80 <strong>GoHighLevel:<\/strong> All-in-one agency platform bundling CRM, funnels, and marketing automation under one login.<\/li>\n\n\n\n<li>\ud83d\udcb0 <strong>Keap:<\/strong> Small-business CRM with built-in invoicing and email automation for solo sellers.<\/li>\n\n\n\n<li>\ud83c\udfa8 <strong>ActiveCampaign:<\/strong> Email-first automation with a lighter CRM attached for nurture-heavy teams.<\/li>\n\n\n\n<li>\u26a1 <strong>HubSpot:<\/strong> Generous free tier that grows into a full marketing and service suite.<\/li>\n\n\n\n<li>\ud83d\udd12 <strong>ClickFunnels:<\/strong> Funnel <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-website-builder\" title=\"builder\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"154172\" target=\"_blank\" rel=\"noopener\">builder<\/a> for teams selling through landing pages instead of live reps.<\/li>\n\n\n\n<li>\ud83e\udde0 <strong>Folk:<\/strong> Lightweight, AI-assisted contact CRM built for relationship-driven founders and agencies.<\/li>\n\n\n\n<li>\ud83d\udc76 <strong>Instantly:<\/strong> Cold email sending platform with <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/email-warmup-tool\" title=\"warmup\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"154169\" target=\"_blank\" rel=\"noopener\">warmup<\/a>, aimed at outbound rather than pipeline work.<\/li>\n\n\n\n<li>\ud83c\udfe2 <strong>ClickUp:<\/strong> Project management tool with CRM templates for teams that live in tasks.<\/li>\n\n\n\n<li>\ud83d\udd27 <strong>Monday CRM:<\/strong> Visual board-style pipelines that non-technical sales teams pick up quickly.<\/li>\n\n\n\n<li>\ud83c\udf1f <strong>Capsule CRM:<\/strong> Simple, affordable contact and pipeline tracking without the automation overhead.<\/li>\n\n\n\n<li>\u2b50 <strong>Insightly:<\/strong> CRM plus project delivery, useful when sales hands work to a delivery team.<\/li>\n\n\n\n<li>\ud83c\udfaf <strong>Freshsales CRM:<\/strong> Built-in phone, chat, and AI scoring inside one tidy sales workspace.<\/li>\n\n\n\n<li>\ud83d\udcbc <strong>Salesforce:<\/strong> Enterprise-grade customization and reporting depth, with the setup cost to match.<\/li>\n\n\n\n<li>\ud83d\udcca <strong>Zendesk:<\/strong> Support-led platform with a sell module for service teams that also close.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For the full list, see our <a href=\"https:\/\/www.fahimai.com\/salesmate-alternatives\">Salesmate alternatives<\/a> guide.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\u2694\ufe0f Salesmate Compared<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how Salesmate stacks up head to head:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Salesmate vs GoHighLevel:<\/strong> Salesmate is cleaner for pure sales; GoHighLevel wins for agency marketing bundles.<\/li>\n\n\n\n<li><strong>Salesmate vs Keap:<\/strong> Salesmate scales better past ten reps; Keap suits solo business owners.<\/li>\n\n\n\n<li><strong>Salesmate vs ActiveCampaign:<\/strong> ActiveCampaign owns email nurture; Salesmate owns pipeline and deal management.<\/li>\n\n\n\n<li><strong>Salesmate vs HubSpot:<\/strong> HubSpot has the bigger free tier; Salesmate costs far less at scale.<\/li>\n\n\n\n<li><strong>Salesmate vs ClickFunnels:<\/strong> ClickFunnels sells the offer; Salesmate works the follow ups afterwards.<\/li>\n\n\n\n<li><strong>Salesmate vs Folk:<\/strong> Folk is lighter and prettier; Salesmate handles real forecasting and reporting.<\/li>\n\n\n\n<li><strong>Salesmate vs Instantly:<\/strong> Instantly sends cold volume; Salesmate manages what happens after the reply.<\/li>\n\n\n\n<li><strong>Salesmate vs ClickUp:<\/strong> ClickUp runs projects; Salesmate runs revenue. Pick by which one dominates.<\/li>\n\n\n\n<li><strong>Salesmate vs Monday CRM:<\/strong> Monday looks slicker; Salesmate ships more sales features for the money.<\/li>\n\n\n\n<li><strong>Salesmate vs Capsule CRM:<\/strong> Capsule is simpler and cheaper; Salesmate offers automation Capsule cannot match.<\/li>\n\n\n\n<li><strong>Salesmate vs Insightly:<\/strong> Insightly bridges sales and delivery; Salesmate stays focused on closing deals.<\/li>\n\n\n\n<li><strong>Salesmate vs Freshsales CRM:<\/strong> Nearly even. Freshsales has stronger AI; Salesmate has better meeting scheduling.<\/li>\n\n\n\n<li><strong>Salesmate vs Salesforce:<\/strong> Salesforce does everything, slowly and expensively. Salesmate does sales, quickly.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/zendesk-vs-salesmate\" title=\"Salesmate vs Zendesk\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"154173\" target=\"_blank\" rel=\"noopener\">Salesmate vs Zendesk<\/a>:<\/strong> Zendesk leads with support; Salesmate leads with sales pipeline depth.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 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.kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn134505_05e8c0-83 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/salesmate\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">TRY Salesmate for FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='start-using-salesmate-now'  id=\"boomdevs_49\" class=\"wp-block-heading\">Start Using Salesmate Now<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You now know how to use Salesmate across every major feature:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u2705 Report Analytics<\/li>\n\n\n\n<li>\u2705 Meeting Scheduler<\/li>\n\n\n\n<li>\u2705 Manage Deals<\/li>\n\n\n\n<li>\u2705 Track Companies<\/li>\n\n\n\n<li>\u2705 Email Templates<\/li>\n\n\n\n<li>\u2705 Enhance Team Collaboration<\/li>\n\n\n\n<li>\u2705 Integrate With Tools<\/li>\n\n\n\n<li>\u2705 Web Forms<\/li>\n\n\n\n<li>\u2705 Chatbots<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Next step:<\/strong> pick one feature and set it up today.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most teams start with Manage Deals, because it makes the whole sales cycle visible.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A structured approach gives sales reps consistency, and that consistent customer experience builds trust and drives conversions.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns134505_ce0c9d-d8, .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns134505_ce0c9d-d8{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns134505_ce0c9d-d8 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns134505_ce0c9d-d8\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn134505_05e8c0-83.kb-button{color:var(--global-palette9, 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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='frequently-asked-questions'  id=\"boomdevs_50\" class=\"wp-block-heading\">Frequently Asked Questions<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is Salesmate used for?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Salesmate is used to manage contacts, deals, and follow ups in one place. Sales teams use it to run a repeatable sales process and forecast revenue.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How to use CRM to increase sales?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Log every touchpoint, automate follow ups, and review stage reports weekly. A defined sales process can lift revenue by up to 28% versus working without one.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What are the basics of any sales approach?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Qualify the lead, understand the need, present a fit, handle objections, then close and follow up. Salesmate maps each of those steps to a pipeline stage.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Does Salesmate offer a free trial?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. Salesmate offers a free trial with no card required, so your sales team can test pipelines, templates, and reports before paying anything.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is Salesmate a good CRM for small sales teams?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. Plans start at $23 per user monthly, and onboarding takes an afternoon. Small teams get automation that usually costs far more elsewhere.<\/p>\n\n\n\n<script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@graph\": [\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-salesmate\/#howto-getting-started\",\n      \"name\": \"How to Get Started with Salesmate\",\n      \"description\": \"Create your Salesmate account and finish onboarding\",\n      \"totalTime\": \"PT3M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Create Your Account\",\n          \"text\": \"Go to the Salesmate website, click Start Free Trial, then enter your work email and password.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Set Up Your Workspace\",\n          \"text\": \"Name your workspace, pick your currency, and invite your sales team.\",\n          \"position\": 2\n        },\n        {\n         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Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives Why Trust This Guide I have used Salesmate daily for eight months and tested every feature [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":33209,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[469],"tags":[932,1182],"class_list":["post-33230","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-salesmate","tag-autolink","tag-how-to"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.fahimai.com\/nl\/wp-json\/wp\/v2\/posts\/33230","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fahimai.com\/nl\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.fahimai.com\/nl\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/nl\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/nl\/wp-json\/wp\/v2\/comments?post=33230"}],"version-history":[{"count":0,"href":"https:\/\/www.fahimai.com\/nl\/wp-json\/wp\/v2\/posts\/33230\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/nl\/wp-json\/wp\/v2\/media\/33209"}],"wp:attachment":[{"href":"https:\/\/www.fahimai.com\/nl\/wp-json\/wp\/v2\/media?parent=33230"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fahimai.com\/nl\/wp-json\/wp\/v2\/categories?post=33230"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.fahimai.com\/nl\/wp-json\/wp\/v2\/tags?post=33230"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}