Быстрый старт
В этом руководстве описаны все функции Salesmate:
- Начиная — Create your account and finish onboarding
- Как использовать аналитику отчетов — See pipeline health and forecast revenue accurately
- Как пользоваться планировщиком встреч — Let buyers self-book and stop trading availability emails
- Как использовать функцию «Управление сделками» — Track every opportunity through a visible sales cycle
- Как пользоваться услугами компаний, занимающихся отслеживанием грузов. — Group contacts and deals under one account record
- Как использовать шаблоны электронных писем — Send your best repeat messages without rewriting them
- Как использовать функцию улучшения командного взаимодействия — 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
- Как использовать веб-формы — Capture leads from your site straight into the CRM
- Как использовать чат-боты — Answer visitors and book meetings around the clock
Необходимое время: 5 minutes per feature — the full guide is about a 14 min read.
Также в этом руководстве: Полезные советы | Распространенные ошибки | Поиск неисправностей | Цены | Альтернативы
Почему стоит доверять этому руководству?
I have used Salesmate daily for eight months and tested every feature covered here. This tutorial comes from real hands-on work, not vendor screenshots.
Salesmate — это 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.
Учебное пособие по Salesmate
This How to Use Salesmate CRM tutorial walks through every feature, from onboarding to the автоматизация that separates casual users from power users.
Продавец
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.
Начало работы с Salesmate
Перед использованием любой функции завершите эту одноразовую настройку.
Onboarding takes about three minutes.
Шаг 1: Создайте свою учетную запись
Go to the Salesmate website and click Начать бесплатную пробную версию.
Enter your work email and set a password.
✓ Контрольная точка: A confirmation email lands in your входящие.
Шаг 2: Подготовьте рабочее место
Name your workspace, pick your currency, and invite your sales team.
Вот как выглядит панель управления:
✓ Контрольная точка: 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.
✅ Готово: Onboarding is finished and you can use any feature below.
Как использовать аналитику отчетов Salesmate
Аналитика отчетов lets you turn raw activity into a clear sales funnel overview.
Вот пошаговая инструкция по его использованию.
Шаг 1: Откройте вкладку «Отчеты».
Нажмите Отчеты in the left sidebar of your workspace.
Шаг 2: Создание пользовательского отчета
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.
Вот как это выглядит:
✓ Контрольная точка: Your chart populates with live deal data.
Step 3: Schedule It to Your Inbox
Hit Сохранять, then set a weekly email delivery for your sales team.
✅ Результат: You have a repeatable report your sales reps can read in seconds.
💡 Полезный совет: Build one report per pipeline stage. Stage-level drop-off tells you where the sales process is leaking.
Как использовать планировщик встреч Salesmate
Встреча Планировщик lets you let prospects book time without the email ping-pong.
Вот пошаговая инструкция по его использованию.
Шаг 1: Подключите свой календарь
Перейти к Настройки, 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.
Вот как это выглядит:
✓ Контрольная точка: The booking page shows only your free slots.
Шаг 3: Поделитесь ссылкой
Drop the link into your email signature and your sequences.
✅ Результат: Prospects book themselves in, and every meeting lands on the deal record.
💡 Полезный совет: Add a short qualifying вопрос to the booking form. Sales reps walk in already knowing the use case.
How to Manage Salesmate Deals
Управление сделками lets you move every opportunity through a visible sales cycle.
Вот пошаговая инструкция по его использованию.
Шаг 1: Создайте свой конвейер обработки данных.
Открыть Сделки and name each stage after a real buying step.
Шаг 2: Добавить предложение
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.
Вот как это выглядит:
✓ Контрольная точка: Your deal appears in the correct stage column.
Step 3: Update Stages as You Go
Drag the card forward the same day something changes.
✅ Результат: Your whole sales cycle sits on one board instead of in someone’s head.
💡 Полезный совет: Turn on rotting days per stage. Salesmate flags stale deals before the quarter quietly disappears.
How to Use Salesmate Company Tracker
Трековые компании lets you group every contact and deal under one account record.
Вот пошаговая инструкция по его использованию.
Step 1: Open the Companies Module
Нажмите Компании 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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: You can see total account value before any call, not after it.
💡 Полезный совет: Sort companies by open deal value. That single view usually rewrites your week’s priority list.
Как использовать шаблоны электронных писем Salesmate
Шаблоны электронных писем lets you send your best repeat messages without rewriting them.
Вот пошаговая инструкция по его использованию.
Шаг 1: Откройте библиотеку шаблонов.
Перейти к Шаблоны 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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Your sales reps stop retyping the same three emails every single day.
💡 Полезный совет: 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.
Вот пошаговая инструкция по его использованию.
Step 1: Invite Your Teammates
Открыть Настройки, затем Пользователи, 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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Handovers stop losing context, and nobody hunts through inboxes for history.
💡 Полезный совет: 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.
Вот пошаговая инструкция по его использованию.
Шаг 1: Откройте Marketplace
Head to Настройки, затем Интеграции, and browse the app list.
Шаг 2: Подключите ваше приложение
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Data flows between your sales tools without anyone copying and pasting.
💡 Полезный совет: Log the sync direction for each app somewhere shared. Future you will need that note.
Как использовать веб-формы Salesmate
Веб-формы lets you capture leads from your site straight into the CRM.
Вот пошаговая инструкция по его использованию.
Step 1: Open the Form Builder
Перейти к Веб-формы 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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Every enquiry lands in the pipeline with an owner already attached.
💡 Полезный совет: Route form leads by page URL. Pricing-page visitors deserve a faster response than blog readers.
Как использовать чат-боты Salesmate
Чат-боты lets you answer visitors and book meetings around the clock.
Вот пошаговая инструкция по его использованию.
Step 1: Open the Bot Builder
Находить Чат-боты 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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Off-hours visitors get answers and book calls while your team sleeps.
💡 Полезный совет: Give the bot a human handoff button on every step. Trapped visitors leave and never return.
Советы и полезные приемы для Salesmate Pro
After eight months of daily use, these are the best practices that actually moved our numbers.
See where the gains come from:
Клавиатурные сочетания
| Действие | Быстрый доступ |
|---|---|
| Open the full shortcut list | Shift + / |
| Jump to global search | / |
| Save the open record | Ctrl + S |
| Close any dialog | Эск |
Shortcuts vary slightly by browser, so check the in-app list once after onboarding.
Скрытые функции, которые большинство людей упускают из виду.
- 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.
Распространённые ошибки, которых следует избегать при работе с продавцами
Mistake #1: Importing Messy Data During Onboarding
❌ Неправильно: Dumping ten years of spreadsheet contacts in on day one.
✅ Справа: 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
❌ Неправильно: Storing names and numbers, then working deals from your inbox anyway.
✅ Справа: 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
❌ Неправильно: Relying on memory to chase quotes, which is how most deals quietly die.
✅ Справа: Build a sequence for every stage. Reps move faster with the CRM handling reminders for them.
Устранение неполадок в Salesmate
Problem: Emails Are Not Syncing
Причина: The mailbox connection expired, usually after a password change.
Исправить: Reconnect the mailbox under Settings, then send one test email to confirm two-way sync.
Problem: The Meeting Scheduler Shows Wrong Availability
Причина: Your profile timezone does not match your calendar timezone.
Исправить: Match both timezones, then clear buffer rules and rebuild the booking link.
Problem: Reports Are Missing Deals
Причина: The report filter excludes deals owned by other sales reps.
Исправить: Change the owner filter to your whole sales team and widen the date range.
📌 Примечание: If none of these fix it, contact Salesmate support through the in-app chat.
Что такое Salesmate?
Продавец 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.
Посмотрите этот краткий обзор:
В его состав входят следующие ключевые особенности:
- Аналитика отчетов: Dashboards and custom reports that show where deals stall
- Планировщик встреч: Shareable booking links tied to your live calendar
- Управление сделками: Drag-and-drop pipelines with stage rules and rotting alerts
- Компании, занимающиеся трековым треком: Account-level records that roll up contacts, deals, and notes
- Шаблоны электронных писем: 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
- Веб-формы: Drag-and-drop forms with routing and instant notifications
- Чат-боты: No-code bot flows that qualify and hand off to reps
Для получения более подробной информации см. наш Обзор Salesmate.
Ценообразование Salesmate
Here is what Salesmate costs in 2026:
| План | Цена | Лучше всего подходит для |
|---|---|---|
| Базовый | 23 доллара США/пользователь/месяц | Small sales teams that need pipelines and email tracking |
| Про | 39 долларов США/пользователь/месяц | Growing teams that want sequences, goals, and custom reports |
| Бизнес | 63 доллара США/пользователь/месяц | Larger teams needing advanced automation and permissions |
Бесплатная пробная версия: Yes, with no credit card required at signup.
Гарантия возврата денег: No refund window is published, so test everything during the trial.
💰 Лучшее соотношение цены и качества: Pro — sequences and custom reports are where the CRM starts paying for itself.
Salesmate против альтернатив
How does Salesmate compare against the rest of the CRM market?
Посмотрите это сравнение:
| Инструмент | Лучше всего подходит для | Цена | Рейтинг |
|---|---|---|---|
| Продавец | Sales-first teams on a budget | 23 доллара США/пользователь/мес. | ⭐ 2.5 |
| HubSpot | Маркетинг и продажи в одном лице | 20 долларов США/пользователь/мес. | ⭐ 4.5 |
| Salesforce | Индивидуальная настройка для предприятий | 25 долларов США/пользователь/мес. | ⭐ 4.4 |
| ActiveCampaign | Email nurture | $19/user/mo | ⭐ 4.5 |
| Понедельник CRM | Visual pipelines | 15 долларов США/пользователь/мес. | ⭐ 4.6 |
| Freshsales CRM | Built-in phone and AI | 11 долларов США/пользователь/мес. | ⭐ 4.5 |
| Кеап | Solo business owners | $79/user/mo | ⭐ 4.2 |
| Капсульная CRM | Простое отслеживание контактов | 18 долларов США/пользователь/мес. | ⭐ 4.4 |
Краткий выбор:
- Лучший вариант в целом: HubSpot — the widest feature set if budget is not the constraint.
- Оптимальный бюджет: Freshsales CRM — phone and AI scoring at the lowest entry price.
- Лучший вариант для начинающих: Monday CRM — the shortest onboarding of any tool listed.
- Best for teams that close deals faster: Salesmate — sequences, scheduling, and reporting in one CRM.
🎯 Альтернативы Salesmate
Ищете альтернативы Salesmate? Вот лучшие варианты:
- 🚀 GoHighLevel: All-in-one agency platform bundling CRM, funnels, and marketing automation under one login.
- 💰 Кеап: 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: Воронка строитель for teams selling through landing pages instead of live reps.
- 🧠 Народ: Lightweight, AI-assisted contact CRM built for relationship-driven founders and agencies.
- 👶 Немедленно: Cold email sending platform with разогревать, aimed at outbound rather than pipeline work.
- 🏢 ClickUp: Project management tool with CRM templates for teams that live in tasks.
- 🔧 CRM в понедельник: Visual board-style pipelines that non-technical sales teams pick up quickly.
- 🌟 Капсульная CRM-система: Simple, affordable contact and pipeline tracking without the automation overhead.
- ⭐ Insightly: 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.
Полный список смотрите в нашем Альтернативы Salesmate гид.
⚔️ Сравнение с Salesmate
Here is how Salesmate stacks up head to head:
- Salesmate против GoHighLevel: Salesmate is cleaner for pure sales; GoHighLevel wins for agency marketing bundles.
- Salesmate против Keap: Salesmate scales better past ten reps; Keap suits solo business owners.
- Salesmate против ActiveCampacion: ActiveCampaign owns email nurture; Salesmate owns pipeline and deal management.
- Salesmate против HubSpot: HubSpot has the bigger free tier; Salesmate costs far less at scale.
- Salesmate против ClickFunnels: ClickFunnels sells the offer; Salesmate works the follow ups afterwards.
- Продавец-консультант против простого парня: Folk is lighter and prettier; Salesmate handles real forecasting and reporting.
- Salesmate против Instantly: Instantly sends cold volume; Salesmate manages what happens after the reply.
- Salesmate против ClickUp: ClickUp runs projects; Salesmate runs revenue. Pick by which one dominates.
- Salesmate против Monday CRM: Monday looks slicker; Salesmate ships more sales features for the money.
- Salesmate против Capsule CRM: Capsule is simpler and cheaper; Salesmate offers automation Capsule cannot match.
- Salesmate против Insightly: Insightly bridges sales and delivery; Salesmate stays focused on closing deals.
- Salesmate против Freshsales CRM: Nearly even. Freshsales has stronger AI; Salesmate has better meeting scheduling.
- Salesmate против Salesforce: Salesforce does everything, slowly and expensively. Salesmate does sales, quickly.
- Salesmate против Zendesk: Zendesk leads with support; Salesmate leads with sales pipeline depth.
Начните использовать Salesmate прямо сейчас!
You now know how to use Salesmate across every major feature:
- ✅ Аналитика отчетов
- ✅ Планировщик встреч
- ✅ Управление сделками
- ✅ Компании, занимающиеся трековыми работами
- ✅ Шаблоны электронных писем
- ✅ Улучшение командного взаимодействия
- ✅ Integrate With Tools
- ✅ Веб-формы
- ✅ Чат-боты
Следующий шаг: 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.
Часто задаваемые вопросы
Для чего используется 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.
Как использовать CRM для увеличения продаж?
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.
Каковы основные принципы любого подхода к продажам?
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.
Предлагает ли Salesmate бесплатную пробную версию?
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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