Szybki start
W tym przewodniku omówiono wszystkie funkcje Salesmate:
- Rozpoczęcie pracy — Create your account and finish onboarding
- Jak korzystać z analizy raportów — See pipeline health and forecast revenue accurately
- Jak korzystać z harmonogramu spotkań — Let buyers self-book and stop trading availability emails
- Jak korzystać z funkcji Zarządzaj ofertami — Track every opportunity through a visible sales cycle
- Jak korzystać z firm śledzących — Group contacts and deals under one account record
- Jak korzystać z szablonów wiadomości e-mail — Send your best repeat messages without rewriting them
- Jak korzystać z funkcji Enhance Team Collaboration — Keep your whole sales team working from one shared record
- How to Use Integrate With Tools — Connect Salesmate to the rest of your sales tools
- Jak korzystać z formularzy internetowych — Capture leads from your site straight into the CRM
- Jak korzystać z chatbotów — Answer visitors and book meetings around the clock
Czas potrzebny: 5 minutes per feature — the full guide is about a 14 min read.
Również w tym przewodniku: Profesjonalne porady | Typowe błędy | Rozwiązywanie problemów | Wycena | Alternatywy
Dlaczego warto zaufać temu przewodnikowi
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.
Kolega handlowy jest CRM designed for sales teams that want fewer tabs and more closed deals.
But most users only ever touch contacts and deals.
This guide shows you how to use Salesmate properly, feature by feature.
Step by step, with screenshots and the tips I wish I had on day one.
Samouczek Salesmate
This How to Use Salesmate CRM tutorial walks through every feature, from onboarding to the automatyzacja that separates casual users from power users.
Kolega handlowy
Run your entire sales process in one place. Salesmate bundles pipelines, calling, email sequences, and reporting from $23 per user monthly. Start free — no card needed.
Rozpoczęcie pracy z Salesmate
Przed dodaniem jakiejkolwiek funkcji należy zakończyć tę jednorazową konfigurację.
Onboarding takes about three minutes.
Krok 1: Utwórz swoje konto
Go to the Salesmate website and click Rozpocznij bezpłatny okres próbny.
Enter your work email and set a password.
✓ Punkt kontrolny: A confirmation email lands in your skrzynka odbiorcza.
Krok 2: Skonfiguruj swoją przestrzeń roboczą
Name your workspace, pick your currency, and invite your sales team.
Oto jak wygląda pulpit nawigacyjny:
✓ Punkt kontrolny: You land on the main dashboard with empty widgets.
Step 3: Import Contacts and Map Your Sales Process
Upload a clean CSV, then rename your pipeline stages to match how you actually sell.
✅ Zrobione: Onboarding is finished and you can use any feature below.
Jak korzystać z raportów analitycznych Salesmate
Raportuj analitykę lets you turn raw activity into a clear sales funnel overview.
Oto jak z niego korzystać krok po kroku.
Krok 1: Otwórz kartę Raporty
Trzask Raporty in the left sidebar of your workspace.
Krok 2: Utwórz raport niestandardowy
Pick a module, choose your filters, then select a chart type.
With a structured process, sales managers gain a clear sales funnel overview, which makes revenue forecasts more accurate.
Oto jak to wygląda:
✓ Punkt kontrolny: Your chart populates with live deal data.
Step 3: Schedule It to Your Inbox
Hit Ratować, then set a weekly email delivery for your sales team.
✅ Wynik: You have a repeatable report your sales reps can read in seconds.
💡 Wskazówka: Build one report per pipeline stage. Stage-level drop-off tells you where the sales process is leaking.
Jak korzystać z harmonogramu spotkań Salesmate
Spotkanie Harmonogram lets you let prospects book time without the email ping-pong.
Oto jak z niego korzystać krok po kroku.
Krok 1: Połącz swój kalendarz
Idź do Ustawienia, then link your Google or Outlook calendar.
Step 2: Create a Meeting Link
Set the duration, buffer time, and the hours you accept calls.
Salesmate blocks anything already booked, so double-bookings never reach your sales team.
Oto jak to wygląda:
✓ Punkt kontrolny: The booking page shows only your free slots.
Krok 3: Udostępnij link
Drop the link into your email signature and your sequences.
✅ Wynik: Prospects book themselves in, and every meeting lands on the deal record.
💡 Wskazówka: Add a short qualifying pytanie to the booking form. Sales reps walk in already knowing the use case.
How to Manage Salesmate Deals
Zarządzaj ofertami lets you move every opportunity through a visible sales cycle.
Oto jak z niego korzystać krok po kroku.
Krok 1: Utwórz swój kanał dystrybucji
Otwarte Oferty and name each stage after a real buying step.
Krok 2: Dodaj ofertę
Enter the value, close date, and owner, then link the contact.
A well-defined sales process lets sales reps understand and respond to customer needs at each stage.
Oto jak to wygląda:
✓ Punkt kontrolny: Your deal appears in the correct stage column.
Step 3: Update Stages as You Go
Drag the card forward the same day something changes.
✅ Wynik: Your whole sales cycle sits on one board instead of in someone’s head.
💡 Wskazówka: Turn on rotting days per stage. Salesmate flags stale deals before the quarter quietly disappears.
How to Use Salesmate Company Tracker
Firmy śledzące lets you group every contact and deal under one account record.
Oto jak z niego korzystać krok po kroku.
Step 1: Open the Companies Module
Trzask Firmy from the main navigation bar.
Step 2: Add a Company Record
Fill in the domain, industry, and size fields you actually report on.
Keep the field list short. Empty fields make reports look worse than no fields at all.
Oto jak to wygląda:
✓ Punkt kontrolny: The company page lists all linked contacts and deals.
Step 3: Link Contacts and Deals
Attach every related person and open opportunity to that account.
✅ Wynik: You can see total account value before any call, not after it.
💡 Wskazówka: Sort companies by open deal value. That single view usually rewrites your week’s priority list.
Jak korzystać z szablonów wiadomości e-mail Salesmate
Szablony e-maili lets you send your best repeat messages without rewriting them.
Oto jak z niego korzystać krok po kroku.
Krok 1: Otwórz bibliotekę szablonów
Idź do Szablony and click Create Template.
Step 2: Write It With Merge Fields
Insert tokens for name, company, and deal so each send reads personal.
Write the template the way your best rep writes. Copy what already books meetings.
Oto jak to wygląda:
✓ Punkt kontrolny: The preview shows real contact data in the merge fields.
Step 3: Save and Reuse It
Attach the template to a sequence and let the CRM handle follow ups.
✅ Wynik: Your sales reps stop retyping the same three emails every single day.
💡 Wskazówka: Check open and reply rates monthly. Retire any template under a 30% open rate.
How to Use Salesmate Team Collaborator
Enhance Team Collaboration lets you keep your whole sales team working from one shared record.
Oto jak z niego korzystać krok po kroku.
Step 1: Invite Your Teammates
Otwarte Ustawienia, Następnie Użytkownicy, and send invites by email.
Step 2: Assign Roles and Records
Give each rep the territory or pipeline they own, nothing more.
A consistent approach improves the customer experience and builds trust, because buyers get the same service at every touchpoint.
Oto jak to wygląda:
✓ Punkt kontrolny: Your teammate receives the invite and appears in the user list.
Step 3: Use @Mentions on Records
Tag a colleague in a note instead of forwarding the thread.
✅ Wynik: Handovers stop losing context, and nobody hunts through inboxes for history.
💡 Wskazówka: Make @mentions the rule for deal questions. Chat threads vanish; record notes survive staff changes.
How to Integrate Salesmate With Tools
Integrate With Tools lets you connect Salesmate to the rest of your sales tools.
Oto jak z niego korzystać krok po kroku.
Krok 1: Otwórz Marketplace
Head to Ustawienia, Następnie Integracje, and browse the app list.
Krok 2: Połącz swoją aplikację
Authorise the account and pick which records should sync both ways.
Start with the two sales tools you open daily. Connecting everything at once creates duplicates.
Oto jak to wygląda:
✓ Punkt kontrolny: Your test record appears in both apps with matching values.
Step 3: Map Fields and Test
Match field names, then push one test record through the connection.
✅ Wynik: Data flows between your sales tools without anyone copying and pasting.
💡 Wskazówka: Log the sync direction for each app somewhere shared. Future you will need that note.
Jak korzystać z formularzy internetowych Salesmate
Formularze internetowe lets you capture leads from your site straight into the CRM.
Oto jak z niego korzystać krok po kroku.
Step 1: Open the Form Builder
Idź do Formularze internetowe and start a new form from scratch.
Step 2: Add Fields and Routing
Keep it to four fields, then set the owner who gets each lead.
Short forms convert better. Ask for budget later, once someone is actually talking to you.
Oto jak to wygląda:
✓ Punkt kontrolny: A test submission creates a new contact instantly.
Step 3: Embed It On Your Site
Copy the embed code and paste it into your landing page.
✅ Wynik: Every enquiry lands in the pipeline with an owner already attached.
💡 Wskazówka: Route form leads by page URL. Pricing-page visitors deserve a faster response than blog readers.
Jak korzystać z chatbotów Salesmate
Chatboty lets you answer visitors and book meetings around the clock.
Oto jak z niego korzystać krok po kroku.
Step 1: Open the Bot Builder
Znajdować Chatboty in your workspace and create a new bot.
Step 2: Build the Flow
Add two qualifying questions, then offer your meeting link.
Bots do the boring qualifying, so sales reps only join conversations worth their time.
Oto jak to wygląda:
✓ Punkt kontrolny: The bot widget appears on your live site.
Step 3: Publish and Watch It
Turn it on, then review transcripts weekly and fix dead ends.
✅ Wynik: Off-hours visitors get answers and book calls while your team sleeps.
💡 Wskazówka: Give the bot a human handoff button on every step. Trapped visitors leave and never return.
Porady i skróty Salesmate Pro
After eight months of daily use, these are the best practices that actually moved our numbers.
See where the gains come from:
Skróty klawiaturowe
| Działanie | Skrót |
|---|---|
| Open the full shortcut list | Shift + / |
| Jump to global search | / |
| Save the open record | Ctrl + S |
| Close any dialog | Esc |
Shortcuts vary slightly by browser, so check the in-app list once after onboarding.
Ukryte funkcje, których większość ludzi nie dostrzega
- Custom activity types: Salesmate provides customizable activity types with specific icons, so you can track progress beyond basic tasks and calls.
- Dynamic quotes and proposals: These pull CRM data automatically and give you improved pricing tables and cover pages for client presentations.
- Product release notes: The November 2024 release notes added scheduling and reporting upgrades that most existing users never switched on.
Salesmate also publishes case studies worth skimming, since they show how similar teams shortened their sales cycle.
Najczęstsze błędy, których należy unikać w przypadku sprzedawców
Mistake #1: Importing Messy Data During Onboarding
❌ Źle: Dumping ten years of spreadsheet contacts in on day one.
✅ Po prawej: Import only contacts touched in the last 18 months, then clean duplicates before inviting sales reps.
Mistake #2: Treating the CRM Like a Contact List
❌ Źle: Storing names and numbers, then working deals from your inbox anyway.
✅ Po prawej: Map your sales process to pipeline stages. A strong sales process is the backbone of any high-performing sales organization.
Mistake #3: Skipping Automated Follow Ups
❌ Źle: Relying on memory to chase quotes, which is how most deals quietly die.
✅ Po prawej: Build a sequence for every stage. Reps move faster with the CRM handling reminders for them.
Rozwiązywanie problemów z Salesmate
Problem: Emails Are Not Syncing
Przyczyna: The mailbox connection expired, usually after a password change.
Naprawić: Reconnect the mailbox under Settings, then send one test email to confirm two-way sync.
Problem: The Meeting Scheduler Shows Wrong Availability
Przyczyna: Your profile timezone does not match your calendar timezone.
Naprawić: Match both timezones, then clear buffer rules and rebuild the booking link.
Problem: Reports Are Missing Deals
Przyczyna: The report filter excludes deals owned by other sales reps.
Naprawić: Change the owner filter to your whole sales team and widen the date range.
📌 Notatka: If none of these fix it, contact Salesmate support through the in-app chat.
Czym jest Salesmate?
Kolega handlowy is a CRM designed for sales teams that need pipelines, calling, and email automation without enterprise pricing.
Think of it as a shared workspace where every deal, call, and email lives on one record.
It is built around one idea: software designed for sales success beats a generic database every time.
Obejrzyj ten krótki przegląd:
Zawiera następujące kluczowe funkcje:
- Analiza raportów: Dashboards and custom reports that show where deals stall
- Harmonogram spotkań: Shareable booking links tied to your live calendar
- Zarządzaj ofertami: Drag-and-drop pipelines with stage rules and rotting alerts
- Firmy śledzące: Account-level records that roll up contacts, deals, and notes
- Szablony wiadomości e-mail: Reusable templates with merge fields and open tracking
- Enhance Team Collaboration: Shared inboxes, @mentions, and role-based record access
- Integrate With Tools: Native apps, Zapier, and an open API for custom work
- Formularze internetowe: Drag-and-drop forms with routing and instant notifications
- Chatboty: No-code bot flows that qualify and hand off to reps
Aby uzyskać pełne zestawienie, zapoznaj się z naszą Recenzja Salesmate.
Cennik Salesmate
Here is what Salesmate costs in 2026:
| Plan | Cena | Najlepsze dla |
|---|---|---|
| Podstawowy | 23 USD/użytkownik/miesiąc | Small sales teams that need pipelines and email tracking |
| Zawodowiec | 39 USD/użytkownik/miesiąc | Growing teams that want sequences, goals, and custom reports |
| Biznes | 63 USD/użytkownik/miesiąc | Larger teams needing advanced automation and permissions |
Bezpłatny okres próbny: Yes, with no credit card required at signup.
Gwarancja zwrotu pieniędzy: No refund window is published, so test everything during the trial.
💰 Najlepszy stosunek jakości do ceny: Pro — sequences and custom reports are where the CRM starts paying for itself.
Salesmate kontra alternatywy
How does Salesmate compare against the rest of the CRM market?
Obejrzyj to porównanie:
| Narzędzie | Najlepsze dla | Cena | Ocena |
|---|---|---|---|
| Kolega handlowy | Sales-first teams on a budget | 23 USD/użytkownika/mies. | ⭐ 2,5 |
| HubSpot | Marketing i sprzedaż w jednym | 20 USD/użytkownik/mies. | ⭐ 4,5 |
| Salesforce | Dostosowywanie przedsiębiorstwa | 25 USD/użytkownik/mies. | ⭐ 4.4 |
| Aktywna kampania | Email nurture | $19/user/mo | ⭐ 4,5 |
| Poniedziałkowy CRM | Visual pipelines | 15 USD/użytkownik/mies. | ⭐ 4.6 |
| Freshsales CRM | Built-in phone and AI | 11 USD/użytkownik/mies. | ⭐ 4,5 |
| Zachować | Solo business owners | $79/user/mo | ⭐ 4.2 |
| Kapsułkowy CRM | Proste śledzenie kontaktów | 18 USD/użytkownik/mies. | ⭐ 4.4 |
Szybkie typy:
- Najlepszy ogółem: HubSpot — the widest feature set if budget is not the constraint.
- Najlepszy budżet: Freshsales CRM — phone and AI scoring at the lowest entry price.
- Najlepsze dla początkujących: Monday CRM — the shortest onboarding of any tool listed.
- Best for teams that close deals faster: Salesmate — sequences, scheduling, and reporting in one CRM.
🎯 Alternatywy dla Salesmate
Szukasz alternatyw dla Salesmate? Oto najlepsze opcje:
- 🚀 Przejdź na wysoki poziom: All-in-one agency platform bundling CRM, funnels, and marketing automation under one login.
- 💰 Trzymaj: Small-business CRM with built-in invoicing and email automation for solo sellers.
- 🎨 Aktywna kampania: Email-first automation with a lighter CRM attached for nurture-heavy teams.
- ⚡ HubSpot: Generous free tier that grows into a full marketing and service suite.
- 🔒 ClickFunnels: Lejek budowniczy for teams selling through landing pages instead of live reps.
- 🧠 Ludowy: Lightweight, AI-assisted contact CRM built for relationship-driven founders and agencies.
- 👶 Natychmiast: Cold email sending platform with rozgrzewka, aimed at outbound rather than pipeline work.
- 🏢 Kliknij w górę: Project management tool with CRM templates for teams that live in tasks.
- 🔧 Poniedziałkowy CRM: Visual board-style pipelines that non-technical sales teams pick up quickly.
- 🌟 CRM kapsułkowy: Simple, affordable contact and pipeline tracking without the automation overhead.
- ⭐ Wnikliwie: CRM plus project delivery, useful when sales hands work to a delivery team.
- 🎯 Freshsales CRM: Built-in phone, chat, and AI scoring inside one tidy sales workspace.
- 💼 Salesforce: Enterprise-grade customization and reporting depth, with the setup cost to match.
- 📊 Zendesk: Support-led platform with a sell module for service teams that also close.
Aby zobaczyć pełną listę, zobacz naszą Alternatywy dla Salesmate przewodnik.
⚔️ Porównanie Salesmate
Here is how Salesmate stacks up head to head:
- Salesmate kontra GoHighLevel: Salesmate is cleaner for pure sales; GoHighLevel wins for agency marketing bundles.
- Salesmate kontra Keap: Salesmate scales better past ten reps; Keap suits solo business owners.
- Salesmate kontra ActiveCampaign: ActiveCampaign owns email nurture; Salesmate owns pipeline and deal management.
- Salesmate kontra HubSpot: HubSpot has the bigger free tier; Salesmate costs far less at scale.
- Salesmate kontra ClickFunnels: ClickFunnels sells the offer; Salesmate works the follow ups afterwards.
- Kolega handlowy kontra ludzie: Folk is lighter and prettier; Salesmate handles real forecasting and reporting.
- Salesmate kontra Instantly: Instantly sends cold volume; Salesmate manages what happens after the reply.
- Salesmate kontra ClickUp: ClickUp runs projects; Salesmate runs revenue. Pick by which one dominates.
- Salesmate kontra Monday CRM: Monday looks slicker; Salesmate ships more sales features for the money.
- Salesmate kontra Capsule CRM: Capsule is simpler and cheaper; Salesmate offers automation Capsule cannot match.
- Salesmate kontra Insightly: Insightly bridges sales and delivery; Salesmate stays focused on closing deals.
- Salesmate kontra Freshsales CRM: Nearly even. Freshsales has stronger AI; Salesmate has better meeting scheduling.
- Salesmate kontra Salesforce: Salesforce does everything, slowly and expensively. Salesmate does sales, quickly.
- Salesmate kontra Zendesk: Zendesk leads with support; Salesmate leads with sales pipeline depth.
Zacznij korzystać z Salesmate już teraz
You now know how to use Salesmate across every major feature:
- ✅ Raportuj analitykę
- ✅ Harmonogram spotkań
- ✅ Zarządzaj ofertami
- ✅ Śledź firmy
- ✅ Szablony e-maili
- ✅ Poprawa współpracy zespołowej
- ✅ Integrate With Tools
- ✅ Formularze internetowe
- ✅ Chatboty
Następny krok: pick one feature and set it up today.
Most teams start with Manage Deals, because it makes the whole sales cycle visible.
A structured approach gives sales reps consistency, and that consistent customer experience builds trust and drives conversions.
Często zadawane pytania
Do czego służy Salesmate?
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.
Jak wykorzystać CRM do zwiększenia sprzedaży?
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.
Jakie są podstawy każdego podejścia sprzedażowego?
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.
Czy Salesmate oferuje bezpłatny okres próbny?
Yes. Salesmate offers a free trial with no card required, so your sales team can test pipelines, templates, and reports before paying anything.
Is Salesmate a good CRM for small sales teams?
Yes. Plans start at $23 per user monthly, and onboarding takes an afternoon. Small teams get automation that usually costs far more elsewhere.
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