Salesmate CRM 评测：2026 年最佳客户管理软件？

Is Salesmate CRM Worth It?

★★★★★ 4.1/5

快速结论： Salesmate CRM is a solid pick for small sales teams who want built-in calling, email tracking, and automation in one place. It’s not the cheapest 客户关系管理 software out there. But it packs more features than most tools at this price. I absolutely love Salesmate for managing my sales pipeline and tracking deals.

✅ 最适合：

Sales reps and small teams who need a CRM with built-in phone, 文本, and email tracking to close more deals.

❌ 跳过以下情况：

You need deep marketing automation or want a free CRM plan to start with.

📊 顾客	7000多家企业	🎯 最适合	中小型销售团队
💰价格	每用户每月 23 美元	✅ 顶级功能	内置通话和短信功能
🎁 免费试用	15天，无需信用卡	⚠️ 限制	AI features locked on higher plans

我是如何测试 Salesmate 的

还在为追踪销售线索和交易而苦恼吗？

You spend hours on data entry. Follow ups slip through the cracks. Your sales process feels like chaos.

Enter Salesmate.

This salesmate crm review covers everything after 60 days of real use. You’ll see the good, the bad, and my honest verdict.

销售员

Stop juggling five different tools for sales. Salesmate gives you calling, texting, email tracking, and pipeline management in one CRM. Used by 7,000+ businesses worldwide. Start your free trial today — no credit card needed.

立即试用 Salesmate →

Salesmate教程 →

Salesmate 的替代方案 →

Salesmate是什么？

销售员 is an all-in-one cloud-based CRM that helps sales teams manage leads, contacts, and deals in one place.

Think of it like a command center for your sales team.

It handles your phone calls, emails, texts, and follow ups from one dashboard.

You don’t need separate tools for calling, email tracking, or pipeline management.

Salesmate replaces many disjointed systems to save you time and money.

Unlike HubSpot or Salesforce, Salesmate is designed for small to medium-sized businesses that want power without the complexity.

Salesmate CRM is a unified platform for sales, marketing, and support. It enriches customer interactions and boosts sales productivity across your whole team.

Salesmate是谁开发的？

萨米尔·莫特瓦尼 和 Dipesh Patel 2016年创立了Salesmate。

The story is simple. They ran a consulting business. Every CRM they tried was either too complex or too basic.

So they built their own.

Today, Salesmate has:

• 7,000+ customers worldwide
• Users from startups to Fortune 500 companies
• A growing team of 30+ employees

该公司总部位于北卡罗来纳州夏洛特市。

Salesmate’s platform is flexible and includes all the necessary APIs for custom setups. By 2026, Salesmate CRM aims to enhance the sales lifecycle with AI-driven features from lead capture to deal closure.

Salesmate 的主要优势

Here’s what you actually get when you use Salesmate:

• 更快地达成更多交易： Salesmate gives you a visual sales pipeline to track deals at every stage. You see exactly which prospects need attention. Sales reps can focus on selling, not admin work.
• 每周节省 10 小时以上： Salesmate allows users to automate repetitive tasks like data entry, follow ups, and email tracking. Task management becomes simple. You automate the boring stuff so your team can sell.
• 建立长久的客户关系： Every call, email, and text is logged. Contact and Deal Intelligence offers a view of all customer interactions. You never forget a conversation again.
• Talk to prospects from one place: Built-in calling, texting, and email means no switching between apps. Salesmate offers built-in calling features including call recording and voicemail drops. This is a huge plus for busy sales teams.
• Get real insights on sales performance: Salesmate provides actionable insights through reporting and dashboards. You see what’s working and what’s not. Sales forecasting becomes easier with real data.
• Work from anywhere on mobile: Salesmate provides a Mobile CRM that allows full access to data and activities. Your team stays connected whether they’re at the office or on the road.
• Connect to your favorite tools: Salesmate integrates with over 700 apps including Google Apps and Microsoft Apps. It connects to Zapier integrations so you can link it with other apps you already use.

最佳销售伙伴功能

Here are the standout features that make Salesmate worth your attention.

1. 报告分析

Salesmate’s analytics give you a clear picture of your sales performance.

You can create custom dashboards for your team. Track deals won, deals lost, and everything in between.

The reporting helps with sales forecasting too. You’ll know exactly where your revenue is heading.

I used it to track my team’s weekly productivity. The insights were eye-opening.

2. 会议安排器

Salesmate features a meeting scheduler that lets prospects book meetings online.

No more back-and-forth emails. Just send your link and let people pick a time.

It syncs with your calendar. You’ll never double-book again.

This feature alone saves sales reps hours every week. It’s perfectly laid out and simple to set up.

3. 管理交易

The visual pipeline is where Salesmate shines.

You drag and drop deals between stages. It’s easy to see which deals need your attention right now.

Pipeline management feels natural. You can create multiple pipelines for different products or teams.

Salesmate provides a visual sales pipeline to track deals and manage sales activities.

4. 轨道公司

Salesmate lets you organize contacts by company. This is great for B2B sales.

You see every deal, contact, and activity tied to one accounts view.

A real estate company or SaaS business can track all customer interactions in one spot.

Salesmate is beneficial for various sectors including SaaS, real estate, and healthcare.

5. 电子邮件模板

Stop writing the same emails over and over.

Salesmate lets you create and save templates. One click and your email is ready to send.

Email tracking shows you who opened your emails. You’ll know the best date and time to follow up.

This works great inside Gmail too. You can manage everything inside Gmail without switching tabs.

6. 加强团队协作

Team Collaboration allows tagging teammates, sharing notes, and keeping communication history in one place.

Your whole team sees the same data. No one misses an update.

Salesmate is designed to improve team collaboration across your company.

It’s like having a shared brain for your sales team.

7. 与工具集成

Salesmate CRM connects with tools like Zapier, Google Workspace, and Slack.

You can link it to over 700 other apps. Google Apps, Microsoft Apps, and many more work perfectly.

Zapier integrations open the door to connecting with almost any software you use.

This makes Salesmate fit into your existing workflow without forcing you to change everything.

8. 网络表单

Salesmate allows users to create personalized forms that can be embedded on websites or shared via links.

New leads flow right into your CRM. No copy-pasting needed.

You can customize the fields to capture exactly the data you need.

This helps you generate more leads on autopilot.

9. 聊天机器人

Salesmate now has AI-powered chatbots for your website.

They answer visitor questions 24/7. They also capture leads while you sleep.

AI-Powered Automation uses Sandy AI for routine tasks and intelligent lead qualification.

Sandy AI 可自动完成行政工作，包括撰写电子邮件和总结通话内容。

销售伙伴定价

Salesmate offers tiered subscription plans ranging from Basic to Enterprise. Here’s what each plan costs:

免费试用： Yes — 15 days with no credit card required. You can start your free trial today and test everything risk-free.

退款保证： Salesmate can be tried free for 15 days, allowing users to evaluate its features without financial commitment.

📌 笔记： Salesmate has a Black Friday promotion offering 10% off on all annual plans. Save money by choosing annual billing when it’s available.

Salesmate 值这个价吗？

For what you get, Salesmate is a fair deal. Built-in calling, texting, and email tracking alone would cost $50+ per month with other tools.

Salesmate stands out because it bundles everything into one crm software package.

如果你这样做，就能省钱： You’re currently paying for separate phone, email, and CRM tools. Salesmate replaces them all.

如果出现以下情况，您可能会支付过高的费用： You’re a solo user who just needs basic contact management. A free CRM like HubSpot might work better.

Salesmate 的优缺点

✅ 我喜欢的地方

❌ 还有什么比这更好呢？

Salesmate 适合你吗？

✅ 如果您符合以下条件，Salesmate 就是您的理想之选：

• You run a small to mid-size sales team that needs one tool for calls, texts, and emails
• You want to automate follow ups and save time on repetitive tasks
• You need a CRM that works with Google Apps or Microsoft Apps
• You’re a real estate company, SaaS business, or agency that wants to track deals and manage leads

❌ 如果符合以下情况，请跳过 Salesmate：

• You need deep marketing automation with advanced campaigns and analytics
• You want a free CRM plan to start (Salesmate has no free tier)
• You prefer an enterprise-level CRM with thousands of native integrations

我的建议：

If your business needs a CRM that’s easy to use and packed with communication tools, Salesmate is a smart choice. It’s especially great for sales teams that want to make phone calls and send emails from one dashboard. Salesmate is designed to enable users to generate more leads, close more deals, and build lasting customer relationships.

Salesmate 与其他方案

How does Salesmate stack up? Here’s the competitive landscape:

快速精选：

• 综合最佳： HubSpot — free plan to start, massive app marketplace, and scales with you
• 最佳预算选择： Freshsales CRM — starts at $9/month with AI built in
• 最适合初学者： Monday CRM — visual layout makes it easy for anyone to use
• 最适合代理机构： GoHighLevel——一体化客户管理平台

🎯 Salesmate 的替代方案

Looking for Salesmate alternatives? Here are the top alternative options:

• 🚀 GoHighLevel： Best all-in-one platform for agencies with CRM, funnels, and marketing automation in one tool.
• ⚡ Keap： Great for small businesses that want to automate sales and marketing without a steep learning curve.
• 🧠 ActiveCampaign： Best for email marketing combined with CRM. Deep automation features for campaigns.
• 🌟 HubSpot： The most popular free CRM. Scales from startup to enterprise with hundreds of integrations.
• 🔧 ClickFunnels： Ideal if you want to build sales funnels with built-in CRM features for your business.
• 🎨 民间： A lightweight CRM for people who want simple contact management and relationship tracking.
• ⚡ 即刻： Perfect for cold email outreach at scale with unlimited email accounts and warm-up tools.
• 🔧 ClickUp： Best if you want project management and CRM combined for your team’s workflow.
• 👶 星期一客户关系管理： Visual and beginner-friendly CRM that’s easy to set up and customize for any team.
• 💰 胶囊型客户关系管理： Budget-friendly CRM with clean design. Great for small companies that want simplicity.
• 🏢 洞察： Good for mid-size businesses that need project management along with CRM features.
• 🧠 Freshsales CRM： AI-powered CRM with great lead scoring. Affordable plans for growing businesses.
• 🏢 Salesforce： The enterprise standard. Best for large teams that need advanced systems and customization.
• 🔒 Zendesk： Best if you need CRM combined with customer support and ticketing for your company.

⚔️ Salesmate 对比

以下是 Salesmate 与各竞争对手的对比情况：

• Salesmate vs GoHighLevel: GoHighLevel is better for agencies. Salesmate wins on simplicity and price for sales teams.
• Salesmate vs Keap: Keap costs more but has stronger automation. Salesmate has better built-in calling.
• Salesmate vs ActiveCampaign: ActiveCampaign wins for email marketing. Salesmate wins for sales pipeline management.
• Salesmate vs HubSpot: HubSpot has a free plan and bigger ecosystem. Salesmate offers more features at lower paid tiers.
• Salesmate vs ClickFunnels: ClickFunnels focuses on funnels. Salesmate is a better fit as a full CRM for sales.
• Salesmate vs Folk: Folk is simpler. Salesmate has more power for growing sales teams with phone and email.
• Salesmate 对比 Instantly： Instantly is for cold email only. Salesmate is a full CRM with calling and deal tracking.
• Salesmate vs ClickUp: ClickUp is better for project management. Salesmate is built for sales teams first.
• Salesmate vs Monday CRM: Monday CRM is more visual. Salesmate has stronger built-in communication tools.
• Salesmate vs Capsule CRM: Capsule is cheaper and simpler. Salesmate offers more automation and calling features.
• Salesmate vs Insightly: Insightly adds project management. Salesmate is better for pure sales teams.
• Salesmate vs Freshsales CRM: Freshsales has better AI at lower prices. Salesmate has better phone features.
• Salesmate vs Salesforce: Salesforce is more powerful for enterprise. Salesmate is easier to use and cheaper for SMBs.
• Salesmate 对比 Zendesk: Zendesk focuses on support. Salesmate is designed for sales-first teams who want to close deals.

我在Salesmate上的经历

Here’s what actually happened when I used Salesmate for 60 days:

项目： I set up Salesmate for a small sales team of 4 people. We moved from spreadsheets to a real CRM. After extensive research, I picked Salesmate over at least six others.

时间线： 60 days of daily use across 3 client projects.

结果：

令我感到惊讶的是： The built-in phone system actually works well. I didn’t expect much, but call quality was clear and recording worked every time.

令我感到沮丧的是： Not gonna lie, the automation journey 建筑商 crashed twice during setup. I had to rebuild one workflow from scratch. Salesmate’s platform has various options, but some need polish.

我还会再次使用它吗？ Yes. For the price, it’s hard to beat. Salesmate has been described as a robust CRM solution that exceeds user expectations. I found that to be true — despite a few bumps along the way. Several other companies I know have also made the switch.

Salesmate automates data entry by enriching contacts and tracking all communications. This alone saved my team hours. Salesmate helps businesses streamline their pipeline and save time at all stages of the sales cycle.

Salesmate provides an intuitive and customizable platform that adapts to unique sales strategies. It’s a fourth CRM for me, and I can train users on it in about 30 minutes.

最后想说的话

如果符合以下条件，即可获得 Salesmate： You want a CRM that combines calling, texting, and email tracking for your sales team at a reasonable price.

如果符合以下条件，请跳过销售员： You need advanced marketing automation or a free plan to start.

我的结论： After 60 days, I’m keeping it. Salesmate is often recommended for its ability to customize the sales process to fit different business needs. It’s not perfect. But for small teams who want to close deals faster, it delivers.

Salesmate is rated “Great” with 4.1 / 5 on Trustpilot. That matches my experience.

评分：4.1/5

Salesmate offers a 15-day free trial with no credit card required. Give it a shot and see for yourself.

常见问题解答

Salesmate是做什么用的？

Salesmate is used for managing your sales process from start to finish. It helps you track leads, manage contacts, make calls, send emails, and close deals. Salesmate CRM is designed primarily for small to medium-sized businesses (SMBs) that want one tool for all their sales activities. You can also use it for marketing campaigns and customer support.

Salesmate售价多少？

Salesmate starts at $23/user/month for the Basic plan. The Pro plan costs $39/user/month. The Business plan is $63/user/month. You can save money with annual billing. They also offer numerous workarounds to help you pick the right plan without overspending.

有免费试用吗？

Yes. Salesmate offers a 15-day free trial with no credit card required. You get full access to test all the features. This lets you evaluate the CRM before committing. You can start your free trial today from their website.

Salesmate 比 HubSpot 更好吗？

It depends on your needs. HubSpot has a free plan and a bigger app ecosystem. But Salesmate gives you built-in phone and texting on cheaper paid plans. For pure sales teams, Salesmate is often the better value. For marketing-heavy teams, HubSpot wins. Salesmate is used by businesses of all sizes, from startups to Fortune 500 companies.

Is Salesmate safe to use?

Salesmate takes security seriously. Your data is encrypted and stored securely. However, some users have raised concerns about data deletion after missed payments. Always keep backups of your contacts. Overall, the platform follows standard security practices for CRM software. You can provide alternative options for data backup through their API.