Hızlı Başlangıç
Bu kılavuz, Salesmate'in tüm özelliklerini kapsamaktadır:
- Başlarken — Create your account and finish onboarding
- Rapor Analitiği Nasıl Kullanılır? — See pipeline health and forecast revenue accurately
- Toplantı Planlayıcı Nasıl Kullanılır? — Let buyers self-book and stop trading availability emails
- Fırsatları Yönetme Nasıl Kullanılır? — Track every opportunity through a visible sales cycle
- Şirketleri Takip Etme Yöntemi Nasıl Kullanılır? — Group contacts and deals under one account record
- E-posta Şablonları Nasıl Kullanılır? — Send your best repeat messages without rewriting them
- Ekip İşbirliğini Geliştirme Nasıl Kullanılır? — 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
- Web Formları Nasıl Kullanılır? — Capture leads from your site straight into the CRM
- Sohbet Botları Nasıl Kullanılır? — Answer visitors and book meetings around the clock
Gerekli süre: 5 minutes per feature — the full guide is about a 14 min read.
Bu kılavuzda ayrıca şunlar da yer almaktadır: Profesyonel İpuçları | Sık Yapılan Hatalar | Sorun giderme | Fiyatlandırma | Alternatifler
Bu kılavuza neden güvenmelisiniz?
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 bir 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.
Satış Elemanı Eğitimi
This How to Use Salesmate CRM tutorial walks through every feature, from onboarding to the otomasyon that separates casual users from power users.
Satış arkadaşı
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.
Salesmate'e Başlamak
Herhangi bir özelliği kullanmadan önce, bu tek seferlik kurulumu tamamlayın.
Onboarding takes about three minutes.
Adım 1: Hesabınızı Oluşturun
Go to the Salesmate website and click Ücretsiz Deneme Sürümünü Başlatın.
Enter your work email and set a password.
✓ Kontrol noktası: A confirmation email lands in your gelen kutusu.
Adım 2: Çalışma Alanınızı Kurun
Name your workspace, pick your currency, and invite your sales team.
İşte kontrol panelinin görünümü:
✓ Kontrol noktası: 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.
✅ Tamamlandı: Onboarding is finished and you can use any feature below.
Salesmate Rapor Analizi Nasıl Kullanılır?
Rapor Analizi lets you turn raw activity into a clear sales funnel overview.
İşte adım adım nasıl kullanılacağı.
Adım 1: Raporlar sekmesini açın
Tıklamak Raporlar in the left sidebar of your workspace.
Adım 2: Özel Bir Rapor Oluşturun
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.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: Your chart populates with live deal data.
Step 3: Schedule It to Your Inbox
Hit Kaydetmek, then set a weekly email delivery for your sales team.
✅ Sonuç: You have a repeatable report your sales reps can read in seconds.
💡 Profesyonel İpucu: Build one report per pipeline stage. Stage-level drop-off tells you where the sales process is leaking.
Salesmate Toplantı Planlayıcısı Nasıl Kullanılır?
Toplantı Planlayıcı lets you let prospects book time without the email ping-pong.
İşte adım adım nasıl kullanılacağı.
Adım 1: Takviminizi Bağlayın
Git Ayarlar, 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.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: The booking page shows only your free slots.
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Drop the link into your email signature and your sequences.
✅ Sonuç: Prospects book themselves in, and every meeting lands on the deal record.
💡 Profesyonel İpucu: Add a short qualifying soru to the booking form. Sales reps walk in already knowing the use case.
How to Manage Salesmate Deals
Anlaşmaları Yönet lets you move every opportunity through a visible sales cycle.
İşte adım adım nasıl kullanılacağı.
Adım 1: İşlem Hattınızı Oluşturun
Açık Fırsatlar and name each stage after a real buying step.
Adım 2: Bir Fırsat Ekleyin
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.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: Your deal appears in the correct stage column.
Step 3: Update Stages as You Go
Drag the card forward the same day something changes.
✅ Sonuç: Your whole sales cycle sits on one board instead of in someone’s head.
💡 Profesyonel İpucu: Turn on rotting days per stage. Salesmate flags stale deals before the quarter quietly disappears.
How to Use Salesmate Company Tracker
Şirketleri Takip Et lets you group every contact and deal under one account record.
İşte adım adım nasıl kullanılacağı.
Step 1: Open the Companies Module
Tıklamak Şirketler 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.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: 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.
✅ Sonuç: You can see total account value before any call, not after it.
💡 Profesyonel İpucu: Sort companies by open deal value. That single view usually rewrites your week’s priority list.
Salesmate E-posta Şablonları Nasıl Kullanılır?
E-posta Şablonları lets you send your best repeat messages without rewriting them.
İşte adım adım nasıl kullanılacağı.
Adım 1: Şablon Kütüphanesini Açın
Git Şablonlar 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.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: 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.
✅ Sonuç: Your sales reps stop retyping the same three emails every single day.
💡 Profesyonel İpucu: 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.
İşte adım adım nasıl kullanılacağı.
Step 1: Invite Your Teammates
Açık Ayarlar, Daha sonra Kullanıcılar, 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.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: 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.
✅ Sonuç: Handovers stop losing context, and nobody hunts through inboxes for history.
💡 Profesyonel İpucu: 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.
İşte adım adım nasıl kullanılacağı.
Adım 1: Pazaryerini Açın
Head to Ayarlar, Daha sonra Entegrasyonlar, and browse the app list.
Adım 2: Uygulamanızı Bağlayın
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.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: 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.
✅ Sonuç: Data flows between your sales tools without anyone copying and pasting.
💡 Profesyonel İpucu: Log the sync direction for each app somewhere shared. Future you will need that note.
Salesmate Web Formları Nasıl Kullanılır?
Web Formları lets you capture leads from your site straight into the CRM.
İşte adım adım nasıl kullanılacağı.
Step 1: Open the Form Builder
Git Web Formları 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.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: 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.
✅ Sonuç: Every enquiry lands in the pipeline with an owner already attached.
💡 Profesyonel İpucu: Route form leads by page URL. Pricing-page visitors deserve a faster response than blog readers.
Salesmate Sohbet Botları Nasıl Kullanılır?
Sohbet botları lets you answer visitors and book meetings around the clock.
İşte adım adım nasıl kullanılacağı.
Step 1: Open the Bot Builder
Bulmak Sohbet botları 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.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: 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.
✅ Sonuç: Off-hours visitors get answers and book calls while your team sleeps.
💡 Profesyonel İpucu: Give the bot a human handoff button on every step. Trapped visitors leave and never return.
Salesmate Profesyonel İpuçları ve Kısayollar
After eight months of daily use, these are the best practices that actually moved our numbers.
See where the gains come from:
Klavye Kısayolları
| Aksiyon | Kısayol |
|---|---|
| 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.
Çoğu insanın gözden kaçırdığı gizli özellikler
- 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.
Satış Temsilcisinin Sık Yaptığı ve Kaçınılması Gereken Hatalar
Mistake #1: Importing Messy Data During Onboarding
❌ Yanlış: Dumping ten years of spreadsheet contacts in on day one.
✅ Sağ: 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
❌ Yanlış: Storing names and numbers, then working deals from your inbox anyway.
✅ Sağ: 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
❌ Yanlış: Relying on memory to chase quotes, which is how most deals quietly die.
✅ Sağ: Build a sequence for every stage. Reps move faster with the CRM handling reminders for them.
Satış Görevlisi Sorun Giderme
Problem: Emails Are Not Syncing
Neden: The mailbox connection expired, usually after a password change.
Düzeltmek: Reconnect the mailbox under Settings, then send one test email to confirm two-way sync.
Problem: The Meeting Scheduler Shows Wrong Availability
Neden: Your profile timezone does not match your calendar timezone.
Düzeltmek: Match both timezones, then clear buffer rules and rebuild the booking link.
Problem: Reports Are Missing Deals
Neden: The report filter excludes deals owned by other sales reps.
Düzeltmek: Change the owner filter to your whole sales team and widen the date range.
📌 Not: If none of these fix it, contact Salesmate support through the in-app chat.
Salesmate nedir?
Satış arkadaşı 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.
Bu kısa özeti izleyin:
Aşağıdaki temel özellikleri içermektedir:
- Rapor Analizi: Dashboards and custom reports that show where deals stall
- Toplantı Planlayıcı: Shareable booking links tied to your live calendar
- Anlaşmaları Yönet: Drag-and-drop pipelines with stage rules and rotting alerts
- Pist Şirketleri: Account-level records that roll up contacts, deals, and notes
- E-posta Şablonları: 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
- Web Formları: Drag-and-drop forms with routing and instant notifications
- Sohbet botları: No-code bot flows that qualify and hand off to reps
Ayrıntılı bilgi için lütfen sayfamıza bakın. Salesmate incelemesi.
Salesmate Fiyatlandırması
Here is what Salesmate costs in 2026:
| Plan | Fiyat | En İyisi İçin |
|---|---|---|
| Temel | 23$/kullanıcı/ay | Small sales teams that need pipelines and email tracking |
| Profesyonel | 39$/kullanıcı/ay | Growing teams that want sequences, goals, and custom reports |
| İşletme | 63$/kullanıcı/ay | Larger teams needing advanced automation and permissions |
Ücretsiz deneme sürümü: Yes, with no credit card required at signup.
Para iade garantisi: No refund window is published, so test everything during the trial.
💰 En İyi Fiyat/Performans: Pro — sequences and custom reports are where the CRM starts paying for itself.
Salesmate ve Alternatifleri
How does Salesmate compare against the rest of the CRM market?
Bu karşılaştırmayı izleyin:
| Alet | En İyisi İçin | Fiyat | Değerlendirme |
|---|---|---|---|
| Satış arkadaşı | Sales-first teams on a budget | 23$/kullanıcı/ay | ⭐ 2.5 |
| HubSpot | Pazarlama ve satış tek bir yerde | 20$/kullanıcı/ay | ⭐ 4.5 |
| Salesforce | Kurumsal özelleştirme | 25$/kullanıcı/ay | ⭐ 4.4 |
| Aktif Kampanya | Email nurture | $19/user/mo | ⭐ 4.5 |
| Pazartesi CRM | Visual pipelines | 15$/kullanıcı/ay | ⭐ 4.6 |
| Freshsales CRM | Built-in phone and AI | 11$/kullanıcı/ay | ⭐ 4.5 |
| Keap | Solo business owners | $79/user/mo | ⭐ 4.2 |
| Kapsül CRM | Basit iletişim takibi | 18$/kullanıcı/ay | ⭐ 4.4 |
Hızlı seçimler:
- Genel olarak en iyi: HubSpot — the widest feature set if budget is not the constraint.
- En iyi bütçe: Freshsales CRM — phone and AI scoring at the lowest entry price.
- Yeni başlayanlar için en iyisi: Monday CRM — the shortest onboarding of any tool listed.
- Best for teams that close deals faster: Salesmate — sequences, scheduling, and reporting in one CRM.
🎯 Satış Temsilcisi Alternatifleri
Salesmate alternatifleri mi arıyorsunuz? İşte en iyi seçenekler:
- 🚀 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: Huni inşaatçı for teams selling through landing pages instead of live reps.
- 🧠 Halk: Lightweight, AI-assisted contact CRM built for relationship-driven founders and agencies.
- 👶 Aniden: Cold email sending platform with ısınma, aimed at outbound rather than pipeline work.
- 🏢 ClickUp: Project management tool with CRM templates for teams that live in tasks.
- 🔧 Pazartesi CRM: Visual board-style pipelines that non-technical sales teams pick up quickly.
- 🌟 Kapsül CRM: Simple, affordable contact and pipeline tracking without the automation overhead.
- ⭐ Anlayışlı bir şekilde: 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.
Tam liste için lütfen sayfamıza bakın. Salesmate alternatifleri rehber.
⚔️ Salesmate ile Karşılaştırıldı
Here is how Salesmate stacks up head to head:
- Salesmate ve GoHighLevel karşılaştırması: Salesmate is cleaner for pure sales; GoHighLevel wins for agency marketing bundles.
- Salesmate ve Keap karşılaştırması: Salesmate scales better past ten reps; Keap suits solo business owners.
- Salesmate ve ActiveCampaign karşılaştırması: ActiveCampaign owns email nurture; Salesmate owns pipeline and deal management.
- Salesmate ve HubSpot karşılaştırması: HubSpot has the bigger free tier; Salesmate costs far less at scale.
- Salesmate ve ClickFunnels karşılaştırması: ClickFunnels sells the offer; Salesmate works the follow ups afterwards.
- Satış Temsilcisi vs. Halk: Folk is lighter and prettier; Salesmate handles real forecasting and reporting.
- Salesmate ve Instantly karşılaştırması: Instantly sends cold volume; Salesmate manages what happens after the reply.
- Salesmate ve ClickUp karşılaştırması: ClickUp runs projects; Salesmate runs revenue. Pick by which one dominates.
- Salesmate ve Monday CRM karşılaştırması: Monday looks slicker; Salesmate ships more sales features for the money.
- Salesmate ve Capsule CRM karşılaştırması: Capsule is simpler and cheaper; Salesmate offers automation Capsule cannot match.
- Salesmate ve Insightly karşılaştırması: Insightly bridges sales and delivery; Salesmate stays focused on closing deals.
- Salesmate ve Freshsales CRM karşılaştırması: Nearly even. Freshsales has stronger AI; Salesmate has better meeting scheduling.
- Salesmate ve Salesforce karşılaştırması: Salesforce does everything, slowly and expensively. Salesmate does sales, quickly.
- Salesmate ve Zendesk karşılaştırması: Zendesk leads with support; Salesmate leads with sales pipeline depth.
Salesmate'i Şimdi Kullanmaya Başlayın
You now know how to use Salesmate across every major feature:
- ✅ Rapor Analizi
- ✅ Toplantı Planlayıcı
- ✅ Anlaşmaları Yönet
- ✅ Şirketleri Takip Et
- ✅ E-posta Şablonları
- ✅ Ekip İşbirliğini Geliştirin
- ✅ Integrate With Tools
- ✅ Web Formları
- ✅ Sohbet botları
Sonraki adım: 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.
Sıkça Sorulan Sorular
Salesmate ne için kullanılır?
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.
CRM kullanarak satışları nasıl artırabilirsiniz?
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.
Herhangi bir satış yaklaşımının temel unsurları nelerdir?
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.
Salesmate ücretsiz deneme sürümü sunuyor mu?
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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