如何在2026年使用Salesmate CRM实现工作流程自动化

快速入门

本指南涵盖了 Salesmate 的所有功能：

• 入门 — Create your account and finish onboarding
• 如何使用报表分析 — See pipeline health and forecast revenue accurately
• 如何使用会议安排器 — Let buyers self-book and stop trading availability emails
• 如何使用“管理交易”功能 — Track every opportunity through a visible sales cycle
• 如何使用跟踪公司 — Group contacts and deals under one account record
• 如何使用电子邮件模板 — Send your best repeat messages without rewriting them
• 如何使用增强团队协作 — 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
• 如何使用网页表单 — Capture leads from your site straight into the CRM
• 如何使用聊天机器人 — Answer visitors and book meetings around the clock

所需时间： 5 minutes per feature — the full guide is about a 14 min read.

本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

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 是一个 客户关系管理 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.

Salesmate教程

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

销售员

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.

立即试用 Salesmate →

阅读完整评测 →

Salesmate 的替代方案 →

Salesmate入门指南

在执行任何功能之前，请先完成此一次性设置。

Onboarding takes about three minutes.

第一步：创建您的帐户

Go to the Salesmate website and click 开始免费试用.

Enter your work email and set a password.

✓ 检查点： A confirmation email lands in your 收件箱.

步骤 2：设置工作区

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

以下是仪表盘的界面：

✓ 检查点： 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.

如何使用 Salesmate 报表分析

报告分析 lets you turn raw activity into a clear sales funnel overview.

以下是使用步骤详解。

步骤 1：打开“报告”选项卡

点击 报告 in the left sidebar of your workspace.

步骤 2：创建自定义报告

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.

这就是它的样子：

✓ 检查点： Your chart populates with live deal data.

Step 3: Schedule It to Your Inbox

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

如何使用 Salesmate 会议安排器

会议 调度程序 lets you let prospects book time without the email ping-pong.

以下是使用步骤详解。

第一步：连接您的日历

前往 设置, 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.

这就是它的样子：

✓ 检查点： The booking page shows only your free slots.

步骤三：分享链接

Drop the link into your email signature and your sequences.

How to Manage Salesmate Deals

管理交易 lets you move every opportunity through a visible sales cycle.

以下是使用步骤详解。

第一步：创建您的销售流程

打开 优惠 and name each stage after a real buying step.

步骤二：添加交易

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.

这就是它的样子：

✓ 检查点： 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

轨道公司 lets you group every contact and deal under one account record.

以下是使用步骤详解。

Step 1: Open the Companies Module

点击 公司 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.

这就是它的样子：

✓ 检查点： 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.

如何使用Salesmate电子邮件模板

电子邮件模板 lets you send your best repeat messages without rewriting them.

以下是使用步骤详解。

步骤 1：打开模板库

前往 模板 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.

这就是它的样子：

✓ 检查点： 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.

以下是使用步骤详解。

Step 1: Invite Your Teammates

打开 设置， 然后 用户, 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.

这就是它的样子：

✓ 检查点： 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.

以下是使用步骤详解。

第一步：打开市场

Head to 设置， 然后 集成, and browse the app list.

步骤 2：连接您的应用

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.

这就是它的样子：

✓ 检查点： 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.

如何使用 Salesmate Web 表单

网页表单 lets you capture leads from your site straight into the CRM.

以下是使用步骤详解。

Step 1: Open the Form Builder

前往 网页表单 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.

这就是它的样子：

✓ 检查点： 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.

如何使用Salesmate聊天机器人

聊天机器人 lets you answer visitors and book meetings around the clock.

以下是使用步骤详解。

Step 1: Open the Bot Builder

寻找 聊天机器人 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.

这就是它的样子：

✓ 检查点： 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.

Salesmate 专业技巧和快捷方式

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

See where the gains come from:

键盘快捷键

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

大多数人错过的隐藏功能

• 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.

销售员常犯的错误，应避免

Mistake #1: Importing Messy Data During Onboarding

Mistake #2: Treating the CRM Like a Contact List

Mistake #3: Skipping Automated Follow Ups

Salesmate故障排除

Problem: Emails Are Not Syncing

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

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

Problem: The Meeting Scheduler Shows Wrong Availability

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

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

Problem: Reports Are Missing Deals

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

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

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

Salesmate是什么？

销售员 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.

观看这段快速概览：

它包含以下主要特点：

• 报告分析： Dashboards and custom reports that show where deals stall
• 会议安排器： Shareable booking links tied to your live calendar
• 管理交易： Drag-and-drop pipelines with stage rules and rotting alerts
• 跟踪公司： Account-level records that roll up contacts, deals, and notes
• 电子邮件模板： 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
• 网页表单： Drag-and-drop forms with routing and instant notifications
• 聊天机器人： No-code bot flows that qualify and hand off to reps

如需详细分析，请参阅我们的 Salesmate 评测.

销售伙伴定价

Here is what Salesmate costs in 2026:

免费试用： Yes, with no credit card required at signup.

退款保证： No refund window is published, so test everything during the trial.

💰 性价比最高： Pro — sequences and custom reports are where the CRM starts paying for itself.

Salesmate 与其他方案

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

观看这段对比视频：

快速精选：

• 综合最佳： HubSpot — the widest feature set if budget is not the constraint.
• 最佳预算： Freshsales CRM — phone and AI scoring at the lowest entry price.
• 最适合初学者： Monday CRM — the shortest onboarding of any tool listed.
• Best for teams that close deals faster: Salesmate — sequences, scheduling, and reporting in one CRM.

🎯 Salesmate 的替代方案

正在寻找 Salesmate 的替代品？以下是一些最佳选择：

• 🚀 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： 漏斗 建筑商 for teams selling through landing pages instead of live reps.
• 🧠 民间： Lightweight, AI-assisted contact CRM built for relationship-driven founders and agencies.
• 👶 即刻： Cold email sending platform with 热身, aimed at outbound rather than pipeline work.
• 🏢 ClickUp： Project management tool with CRM templates for teams that live in tasks.
• 🔧 星期一客户关系管理： Visual board-style pipelines that non-technical sales teams pick up quickly.
• 🌟 胶囊型客户关系管理： Simple, affordable contact and pipeline tracking without the automation overhead.
• ⭐ 洞察： 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.

完整列表请参见我们的 Salesmate 的替代品 指导。

⚔️ Salesmate 对比

Here is how Salesmate stacks up head to head:

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

立即开始使用 Salesmate

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

• ✅ 报告分析
• ✅ 会议安排器
• ✅ 管理交易
• ✅ 追踪公司
• ✅ 电子邮件模板
• ✅ 加强团队协作
• ✅ Integrate With Tools
• ✅ 网络表单
• ✅ 聊天机器人

下一步： 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.

常见问题解答

Salesmate是做什么用的？

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.

如何利用客户关系管理（CRM）来提高销售额？

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.

任何销售方法的基本要素是什么？

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 提供免费试用吗？

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.