Como usar o Salesmate CRM para automatizar fluxos de trabalho em 2026

Início rápido

Este guia abrange todas as funcionalidades do Salesmate:

• Começando — Create your account and finish onboarding
• Como usar o Report Analytics — See pipeline health and forecast revenue accurately
• Como usar o Agendador de Reuniões — Let buyers self-book and stop trading availability emails
• Como usar o recurso Gerenciar Negócios — Track every opportunity through a visible sales cycle
• Como usar empresas de rastreamento — Group contacts and deals under one account record
• Como usar modelos de e-mail — Send your best repeat messages without rewriting them
• Como usar o recurso Aprimorar a Colaboração em Equipe — 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
• Como usar formulários da Web — Capture leads from your site straight into the CRM
• Como usar chatbots — Answer visitors and book meetings around the clock

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

Neste guia também: Dicas profissionais | Erros comuns | Solução de problemas | Preços | Alternativas

Por que confiar neste guia?

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.

O colega de vendas é um 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.

Tutorial do Salesmate

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

Vendedor

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.

EXPERIMENTE O SALESMATE AGORA →

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ALTERNATIVAS AO SALESMATE →

Primeiros passos com o Salesmate

Antes de usar qualquer recurso, conclua esta configuração única.

Onboarding takes about three minutes.

Passo 1: Crie sua conta

Go to the Salesmate website and click Comece seu teste gratuito.

Enter your work email and set a password.

✓ Ponto de verificação: A confirmation email lands in your caixa de entrada.

Passo 2: Configure seu espaço de trabalho

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

Eis como o painel de controle se parece:

✓ Ponto de verificação: 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.

Como usar o Salesmate Report Analytics

Análise de relatórios lets you turn raw activity into a clear sales funnel overview.

Veja aqui como usá-lo passo a passo.

Passo 1: Abra a aba Relatórios

Clique Relatórios in the left sidebar of your workspace.

Etapa 2: Criar um relatório personalizado

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.

Eis como isso se parece:

✓ Ponto de verificação: Your chart populates with live deal data.

Step 3: Schedule It to Your Inbox

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

Como usar o Agendador de Reuniões Salesmate

Reunião Agendador lets you let prospects book time without the email ping-pong.

Veja aqui como usá-lo passo a passo.

Passo 1: Conecte seu calendário

Vá para Configurações, 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.

Eis como isso se parece:

✓ Ponto de verificação: The booking page shows only your free slots.

Passo 3: Compartilhe o link

Drop the link into your email signature and your sequences.

How to Manage Salesmate Deals

Gerenciar negócios lets you move every opportunity through a visible sales cycle.

Veja aqui como usá-lo passo a passo.

Etapa 1: Crie seu pipeline

Abrir Ofertas and name each stage after a real buying step.

Passo 2: Adicionar uma oferta

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.

Eis como isso se parece:

✓ Ponto de verificação: Your deal appears in the correct stage column.

Step 3: Update Stages as You Go

Drag the card forward the same day something changes.

How to Use Salesmate Company Tracker

Empresas de rastreamento lets you group every contact and deal under one account record.

Veja aqui como usá-lo passo a passo.

Step 1: Open the Companies Module

Clique Empresas 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.

Eis como isso se parece:

✓ Ponto de verificação: 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.

Como usar os modelos de e-mail do Salesmate

Modelos de e-mail lets you send your best repeat messages without rewriting them.

Veja aqui como usá-lo passo a passo.

Passo 1: Abra a Biblioteca de Modelos

Vá para Modelos 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.

Eis como isso se parece:

✓ Ponto de verificação: The preview shows real contact data in the merge fields.

Step 3: Save and Reuse It

Attach the template to a sequence and let the CRM handle follow ups.

How to Use Salesmate Team Collaborator

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

Veja aqui como usá-lo passo a passo.

Step 1: Invite Your Teammates

Abrir Configurações, então Usuários, 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.

Eis como isso se parece:

✓ Ponto de verificação: Your teammate receives the invite and appears in the user list.

Step 3: Use @Mentions on Records

Tag a colleague in a note instead of forwarding the thread.

How to Integrate Salesmate With Tools

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

Veja aqui como usá-lo passo a passo.

Passo 1: Abra o Marketplace

Head to Configurações, então Integrações, and browse the app list.

Etapa 2: Conecte seu aplicativo

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.

Eis como isso se parece:

✓ Ponto de verificação: 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.

Como usar os formulários da Web do Salesmate

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

Veja aqui como usá-lo passo a passo.

Step 1: Open the Form Builder

Vá para Formulários Web 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.

Eis como isso se parece:

✓ Ponto de verificação: 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.

Como usar os chatbots da Salesmate

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

Veja aqui como usá-lo passo a passo.

Step 1: Open the Bot Builder

Encontrar Chatbots in your workspace and create a new bot.

Step 2: Build the Flow

Add two qualifying questions, then offer your meeting link.

Bots do the boring qualifying, so sales reps only join conversations worth their time.

Eis como isso se parece:

✓ Ponto de verificação: 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.

Dicas e Atalhos do Salesmate Pro

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

See where the gains come from:

Atalhos de teclado

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

Características ocultas que a maioria das pessoas não percebe

• 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.

Erros comuns a evitar no trabalho de vendedor

Mistake #1: Importing Messy Data During Onboarding

Mistake #2: Treating the CRM Like a Contact List

Mistake #3: Skipping Automated Follow Ups

Solução de problemas do Salesmate

Problem: Emails Are Not Syncing

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

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

Problem: The Meeting Scheduler Shows Wrong Availability

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

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

Problem: Reports Are Missing Deals

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

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

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

O que é o Salesmate?

Vendedor 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.

Veja esta breve visão geral:

Inclui estas características principais:

• Análise de relatórios: Dashboards and custom reports that show where deals stall
• Agendador de reuniões: Shareable booking links tied to your live calendar
• Gerenciar negócios: Drag-and-drop pipelines with stage rules and rotting alerts
• Empresas de rastreamento: Account-level records that roll up contacts, deals, and notes
• Modelos de 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
• Formulários Web: Drag-and-drop forms with routing and instant notifications
• Chatbots: No-code bot flows that qualify and hand off to reps

Para obter uma análise completa, consulte nosso Avaliação do Salesmate.

Preços do parceiro de vendas

Here is what Salesmate costs in 2026:

Teste grátis: Yes, with no credit card required at signup.

Garantia de reembolso: No refund window is published, so test everything during the trial.

💰 Melhor custo-benefício: Pro — sequences and custom reports are where the CRM starts paying for itself.

Vendedor vs. Alternativas

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

Veja esta comparação:

Escolhas rápidas:

• Melhor no geral: HubSpot — the widest feature set if budget is not the constraint.
• Melhor orçamento: Freshsales CRM — phone and AI scoring at the lowest entry price.
• Ideal para iniciantes: Monday CRM — the shortest onboarding of any tool listed.
• Best for teams that close deals faster: Salesmate — sequences, scheduling, and reporting in one CRM.

🎯 Alternativas ao Salesmate

Procurando alternativas ao Salesmate? Aqui estão as melhores opções:

• 🚀 GoHighLevel: All-in-one agency platform bundling CRM, funnels, and marketing automation under one login.
• 💰 Keap: Small-business CRM with built-in invoicing and email automation for solo sellers.
• 🎨 ActiveCampaign: Email-first automation with a lighter CRM attached for nurture-heavy teams.
• ⚡ HubSpot: Generous free tier that grows into a full marketing and service suite.
• 🔒 ClickFunnels: Funil construtor for teams selling through landing pages instead of live reps.
• 🧠 Povo: Lightweight, AI-assisted contact CRM built for relationship-driven founders and agencies.
• 👶 Imediatamente: Cold email sending platform with aquecimento, aimed at outbound rather than pipeline work.
• 🏢 ClickUp: Project management tool with CRM templates for teams that live in tasks.
• 🔧 CRM de segunda-feira: Visual board-style pipelines that non-technical sales teams pick up quickly.
• 🌟 CRM Cápsula: Simple, affordable contact and pipeline tracking without the automation overhead.
• ⭐ Perspicaz: 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.

Para ver a lista completa, consulte nosso Alternativas ao Salesmate guia.

⚔️ Comparação de colegas de vendas

Here is how Salesmate stacks up head to head:

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

Comece a usar o Salesmate agora mesmo

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

• ✅ Análise de Relatórios
• ✅ Agendador de Reuniões
• ✅ Gerenciar Negócios
• ✅ Empresas de rastreamento
• ✅ Modelos de e-mail
• ✅ Aprimore a colaboração da equipe
• ✅ Integrate With Tools
• ✅ Formulários Web
• ✅ Chatbots

Próximo passo: 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.

Perguntas frequentes

Para que serve o 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.

Como usar o CRM para aumentar as vendas?

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.

Quais são os princípios básicos de qualquer abordagem de vendas?

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.

A Salesmate oferece um período de teste gratuito?

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.