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Salesmate vs Instantly: Which is The Best CRM in 2026?

| Last updated Jun 12, 2026

优胜者
即刻
4.3
  • 无限量电子邮件帐户
  • 无限 邮件预热
  • B2B Lead Finder Tool
  • Unibox Unified 收件箱
  • AI Campaign 建造者
  • 营销活动分析仪表盘
  • 套餐价格从每月 30 美元起
亚军
销售员
3.3
  • 700 多个应用集成
  • 可视化销售流程
  • Sandy AI 自动化
  • Built-in Calling & Recording
  • 内置 会议 调度程序
  • 15天免费试用
  • 套餐价格从每用户每月 23 美元起。

⚡ 快速结论:

  • 定价: Instantly starts at $30/month for 冷邮件. Salesmate starts at $23/user/month for 客户关系管理 软件。
  • 最适合: Instantly suits cold outreach and lead generation. Salesmate suits pipeline management and customer interactions.
  • 主要区别: Instantly sends cold emails at scale with unlimited email accounts. Salesmate tracks deals across the full sales process.
  • 我们的选择: Instantly for most users who want to scale your outreach and book meetings fast.
Salesmate vs Instantly Comparison

Salesmate and Instantly both help sales teams grow.

But they solve two very different problems.

Salesmate CRM manages your sales pipeline and contacts.

Instantly AI sends cold emails and finds new leads.

One organizes deals you already have.

The other fills your pipeline with fresh prospects.

This review breaks down both tools to help you decide.

概述

This Salesmate vs Instantly comparison covers pricing, core features, and ease of use.

我们还会分析每种工具最适合哪些用户。

我们的信息来源包括已发布的规格说明、文档和 G2 评测。

我们的撰稿人也亲自体验了每个平台。

By the end, you can make an informed decision.

Instantly AI是什么?

Instantly AI is a sales engagement platform for cold emailing.

It helps sales teams run outreach campaigns at scale.

You can connect unlimited email accounts in one place.

The platform also builds your sending reputation with email warmup.

Then it turns cold emails into booked meetings.

Instantly.ai 完整教程及评测 - 购买前必看!

即时人工智能

⭐ 4.3/5 | 💰 每月 30 美元起

Send cold emails at scale with unlimited email accounts. Built-in warmup protects your sender reputation. Find verified leads and book meetings fast.

即时人工智能定价

Here is what Instantly costs in 2026. Let’s break it down by plan.

计划价格最适合
生长每月 30 美元Solo senders starting cold email
过度生长每月 77.60 美元团队扩大推广活动规模
光速每月 286.30 美元High-volume agencies sending thousands
企业风俗Large teams needing more features

Pricing verified June 2026.

即时定价

免费试用: Instantly offers a 14-day free trial so you can test it before you pay.

退款保证: Instantly backs paid plans with a refund window. Check current terms at checkout.

📌 笔记: The Growth plan includes unlimited email warmup. This warmup feature has over 1.5 million users, making it the largest peer-to-peer deliverability pool.

⚠️ 警告: The B2B lead finder and SuperSearch contacts are billed separately. Verified leads use their own credit plans.

Instantly AI 的主要优势

以下是 Instantly 值得考虑的原因:

  • 无限电子邮件帐户: Connect unlimited email accounts under one roof. Inbox rotation spreads sending volume across all your sending accounts to protect your domain.
  • 无限量邮件预热: Automated warmup simulates human-like conversations. This builds sender reputation and keeps you out of the spam folder.
  • 即时线索查找器: The B2B lead database helps you build targeted lead lists. SuperSearch adds access to over 160 million verified leads.
  • 统一收件箱: Unibox manages every reply from one screen. You can respond to prospects without switching between separate campaigns.
  • AI 活动构建器:人工智能助手 writes subject lines and email content. Custom variables create personalized emails for every lead.
  • 营销活动分析: Track open and response rates in real time. These insights help you refine your sales strategies.
  • 智能排班: Automated outreach sends emails at the best times. Follow ups trigger based on how each lead responds.
立即进入主页

我们的团队注意到了什么

我们的 作家 signed up for Instantly and ran a test campaign across several email accounts. Here is what stood out:

即时个人体验

💡 Reviewer note: Instantly users report saving over $10,000 a year on warmup alone. Instantly lets you guard inboxes with lookalike domains and advanced automations. These standout features make it strong for email marketing teams chasing potential clients while sending emails at scale.

即时人工智能的优缺点

✅ 优点
  • Unlimited email accounts let you scale your outreach without per-inbox fees
  • Unlimited email warmup is included even on the basic Growth plan
  • The deliverability network keeps cold emails out of spam filters
  • The campaign builder and AI features make personalized emails fast to create
❌缺点
  • The B2B lead database costs extra on top of your sending plan
  • It is built for cold email, not full pipeline management
  • Email personalization is more basic than dedicated hyper-personalization tools

What is Salesmate CRM?

Salesmate CRM is a cloud-based platform for sales teams.

It helps sales reps manage the full sales process.

The platform tracks deals, contacts, and customer interactions in one place.

Sandy AI handles repetitive tasks like drafting emails and call summaries.

Most teams use it to build lasting customer relationships and close more deals.

Salesmate.io CRM演示和评测(完整指南)

Salesmate CRM

⭐ 3.3/5 | 💰 每月每用户 23 美元起

A unified CRM for sales, marketing, and support. Track deals across a visual sales pipeline. Automate data entry and book meetings with a built-in scheduler.

Salesmate CRM Pricing

Here is what Salesmate costs in 2026. Prices are per user each month.

计划价格最适合
基本的每用户每月 23 美元从客户关系管理 (CRM) 开始的小团队
专业版每用户每月 39 美元不断壮大的团队需要自动化
商业每用户每月 63 美元Larger teams and advanced workflows

Pricing verified June 2026.

销售伙伴定价

免费试用: Salesmate提供15天免费试用,无需信用卡。

退款保证: You can cancel during the trial at no cost. Salesmate also runs a Black Friday promotion with 10% off annual plans.

📌 笔记: Salesmate is fully customizable for unique business processes. Higher tiers unlock more automation and 报道 for sales forecasting.

⚠️ 警告: Some users report that Salesmate can delete leads if a payment is missed. Keep billing current to protect your data 安全.

Key Benefits of Salesmate CRM

Here is what makes Salesmate worth considering:

  • 可视化销售流程: A visual pipeline lets you track deals at every stage. Drag-and-drop pipeline management keeps your sales pipeline clean.
  • 700 多个集成: Salesmate connects with over 700 other apps. That includes Google Apps, Microsoft Apps, Slack, and Zapier 集成。
  • Sandy AI 自动化: Sandy AI drafts emails and summarizes calls. It handles routine work so sales reps focus on customers.
  • 内置通话: Make calls by phone from inside the CRM. Call recording and voicemail drops save time on follow ups.
  • 会议安排器: A meeting scheduler lets prospects book meetings online. This removes back-and-forth email tracking for the support team.
  • 营销自动化: Automation journeys run multi-channel drip campaigns. You can automate follow-ups without juggling other apps.
  • Reports & Insights: Dashboards turn raw data into clear insights. These reports help improve sales performance over time.
Salesmate 主页

我们的团队注意到了什么

Our writer set up Salesmate and built a sample pipeline with test contacts. Here is what stood out:

销售员个人经历

💡 Reviewer note: After extensive research, many users absolutely love Salesmate. One real estate company said the pipeline was perfectly laid out for their workflow. Reviewers also like that it works inside Gmail and pairs task management with deal tracking. Some switched after testing at least six others, calling it their fourth CRM that finally stuck. Several other companies note the mobile app keeps reps productive on the road.

📌 笔记: When a feature is missing, the support team will offer numerous workarounds and provide alternative options. For businesses weighing various options, that flexibility is a huge plus.

Salesmate CRM Pros & Cons

✅ 优点
  • Highly customizable to fit unique sales processes and workflows
  • Over 700 integrations with Google Apps, Microsoft Apps, and Zapier
  • Built-in calling, meeting scheduler, and automation in one platform
  • Customer service is often praised as quick and helpful
❌缺点
  • 部分用户报告称,电子邮件模板编辑器和自动化流程存在错误。
  • Missing a payment can delete leads, raising data security concerns
  • Marketing automation is weaker than dedicated marketing software

功能对比

Ready to dive into a detailed comparison of Salesmate vs Instantly?

We will explore eight key features to help you pick the best tool for your needs.

特征即时人工智能Salesmate CRM
起价每月 30 美元每用户每月 23 美元
免费试用✅ 14天✅ 15天
冷邮件推广
无限量电子邮件帐户
邮件预热
销售渠道/客户关系管理基本的
内置通话
Lead Finder Database✅ 附加组件
营销自动化基本的
最适合陌生拜访与潜在客户开发Pipeline & relationships

1. 核心功能

Instantly AI: Instantly is built for cold email and sales engagement. It connects unlimited email accounts and sends thousands of cold emails. The goal is automated outreach that turns strangers into prospects.

立即获得无限量电子邮件帐户

Salesmate CRM: Salesmate is a capable CRM software for managing the sales process. You track deals, log calls, and manage leads through a visual pipeline. It organizes the relationships you already have.

Salesmate 管理交易

⚠️ 警告: These tools are not direct rivals. Many teams 立即使用 to find leads, then move them into a CRM like Salesmate to close deals.

2. 电子邮件送达率和预热

Instantly AI: Unlimited email warmup is the standout feature here. The deliverability network simulates real opens and replies to build sender reputation. Inbox rotation spreads volume across all your sending accounts to dodge spam filters.

即时智能预热和收件箱轮换

Salesmate CRM: Salesmate sends emails from saved email templates inside the CRM. It includes email tracking so you see opens and clicks. But it has no warmup tool to protect your sending reputation at scale.

销售员电子邮件模板

3. 潜在客户开发

Instantly AI: The Instantly lead finder taps a B2B lead database of verified leads. You filter by role, industry, or LinkedIn URL to build targeted lead lists. Instantly turns leads into campaigns in a few clicks.

即时人工智能驱动的潜在客户查找器

Salesmate CRM: Salesmate captures leads through web forms on your site. New contacts flow straight into your pipeline. It does not include a built-in B2B lead database for cold prospecting.

10 - 创建 Web 表单 - Salesmate

4. Campaign and Automation Builder

Instantly AI: The campaign builder sets up separate campaigns with simple linear sequences. You schedule sends, add follow ups, and trigger steps by reply. Smart scheduling sends emails when leads are most likely to respond.

直观易用的营销活动搭建工具

Salesmate CRM: Salesmate uses automation journeys for multi-channel drip campaigns. These journeys automate repetitive tasks across email, calls, and texts. The team collaboration tools let reps tag teammates and share notes.

利用 Salesmate CRM 提升团队协作和决策能力

5. AI and Personalization

Instantly AI: The AI assistant writes subject lines, sequences, and email content. Custom variables and conditional logic create personalized emails for each lead. These AI features speed up cold emailing without losing a human tone.

利用人工智能实现即时超个性化

Salesmate CRM: Sandy AI automates admin work like drafting emails and summarizing calls. It also handles intelligent lead qualification. 聊天机器人 on your site capture and route customer interactions automatically.

13 - 聊天工具 - Salesmate

6. Pipeline and Contact Management

Instantly AI: Instantly added a light CRM to manage replies. The unified inbox, called Unibox, collects every response in one place. You can mark leads as interested and respond from a single screen.

即时自动化客户关系管理

Salesmate CRM: This is where Salesmate stands tall. Contact and deal intelligence gives a full view of every account. You track companies, manage contacts, and move deals through pipeline management with ease.

销售员轨道公司

7. 分析与报告

Instantly AI: Campaign analytics track open rates, replies, and bounces. The data shows which subject lines and email campaigns perform best. These insights help you make informed decisions on your next send.

即时营销活动分析

Salesmate CRM: Salesmate reporting covers the whole sales cycle. Dashboards show sales performance, win rates, and sales forecasting. Managers use this data to coach sales reps and lift productivity.

Salesmate 报告分析

8. Integrations and Scheduling

Instantly AI: Instantly connects through Zapier integration and webhooks. It also exposes the APIs developers need to push data between systems. This keeps your outreach campaigns synced with other apps.

即时送达网络

Salesmate CRM: Salesmate integrates with over 700 apps, including Google Apps and Microsoft Apps. Salesmate’s platform also ships all the necessary APIs for custom builds. A meeting scheduler lets prospects book meetings without email tracking.

在 Salesmate 中集成视频会议工具,方便您进行会议。

9. 定价与成本

让我们来并排比较一下这些定价方案。

计划即时人工智能Salesmate CRM
入门计划每月 30 美元(增长)23美元/用户/月(基础版)
中期计划每月 77.60 美元(高速增长)39美元/用户/月(专业版)
最高计划每月 286.30 美元(光速)63美元/用户/月(企业版)
企业风俗联系销售

Instantly AI: Instantly’s pricing is competitive, with the basic plan at $30 per month. That price includes unlimited email accounts and unlimited email warmup. The growth plan fits solo senders who want to save money.

Salesmate CRM: Salesmate charges per user, so cost grows with team size. A five-person team on Basic runs about $115 per month. For that price, you get a full CRM, not just email outreach.

不同场景

如果您需要……选择为什么
大规模冷邮件营销即刻无限账号和热身
Manage your sales pipeline销售员Full CRM with deal tracking
Find new B2B leads即刻Built-in lead finder database
Built-in calling and texts销售员Native phone and automation
最佳电子邮件送达率即刻1.5M-user warmup network
Customer relationship tracking销售员Contact and deal intelligence

💰 您的预算

Instantly charges a flat monthly rate, so cost stays steady. Salesmate charges per user, which adds up for bigger teams.

🔌 您的技术栈

Salesmate links to over 700 other apps and offers numerous workarounds through its open APIs. Instantly leans on Zapier integrations and webhooks to connect systems.

📝 您的销售流程

If your job is filling the top of the funnel, Instantly wins. If you nurture deals to close, Salesmate fits the full sales process.

🎓您的经验水平

Instantly is simple to learn and quick to launch. Salesmate has more depth, so it takes longer to train users across a team.

🆓 免费试用和演示

Salesmate gives a 15-day free trial with no card needed. Instantly offers a 14-day trial. Start your free trial today before you commit.

🛟 支持选项

Salesmate’s support team earns praise for fast, helpful replies. Instantly leans on docs and chat, which works well for self-serve users.

切换指南

已经在使用这些工具了吗?如果您切换到其他工具,可能会遇到以下情况。

🔄 Switching from Instantly to Salesmate?

✅ 你将获得:

  • A full sales pipeline to track deals and contacts
  • Built-in calling by phone with recording
  • Marketing automation and a meeting scheduler

❌ 你会失去什么:

  • Unlimited email accounts for cold outreach
  • Unlimited email warmup and the deliverability network
  • The Instantly lead finder and B2B lead lists

📋 如何切换:

  1. Export your contacts and replies from Instantly
  2. Create a Salesmate account and start the free trial
  3. Import contacts and map them into your pipeline
🔄 Switching from Salesmate to Instantly?

✅ 你将获得:

  • 无限电子邮件帐户和收件箱轮换
  • Stronger email deliverability through warmup
  • A B2B lead database to fuel cold emails

❌ 你会失去什么:

  • Deep pipeline management and deal tracking
  • Built-in calling and the meeting scheduler
  • 700+ integrations with Google Apps and Microsoft Apps

📋 如何切换:

  1. Export lead lists and email content from Salesmate
  2. 创建 Instantly 帐户并关联您的电子邮件帐户
  3. Warm up inboxes, then launch your first campaign

我们的评测没有涵盖的内容

This comparison focused on small to medium teams. We did not test enterprise security reviews, custom contracts, or deliverability across every region. Our notes are based on the June 2026 versions, so features may have changed. If you run a large real estate company or need deep marketing automation, your needs may differ from what we cover here.

最终判决

类别优胜者
💰 定价即刻
📧 Cold Outreach即刻
⚡ 电子邮件送达率即刻
🎯 潜在客户开发即刻
📊 Pipeline Management销售员
📞 内置通话销售员
🔌 集成销售员
🏆 总冠军即刻

🏆 WINNER: INSTANTLY AI

立即赢得 7 个类别中的 4 个。

最适合: Cold email outreach, lead generation, email deliverability at scale

Salesmate and Instantly are two very different products.

Instantly is a cold email and sales engagement tool.

Salesmate is a CRM for the full sales cycle.

Salesmate is excellent for pipeline management and lasting customer relationships.

But if your goal is to scale your outreach and book meetings, Instantly is the better choice.

Pick the one that matches the job in front of you.

更多即时比较

Here is how Instantly stacks up against other cold email and sales engagement tools:

立即 vs. 阿波罗

立即赢得: Unlimited email accounts, stronger warmup network, simpler campaign builder

阿波罗获胜: Larger contact database, built-in dialer, deeper sales intelligence

立即 vs. 莱姆利斯特

立即赢得: Flat pricing, unlimited sending accounts, larger deliverability pool

莱姆利斯特胜出: More complex campaign creation, image personalization, multichannel steps

Instantly 与 Smartlead 的对比

立即赢得: Cleaner interface, built-in lead finder, easier onboarding for cold emailing

Smartlead 在以下方面胜出: Unlimited warmup at lower tiers, white-label options, master inbox view

Instantly vs Saleshandy

立即赢得: Bigger warmup network, smarter AI features, faster lead lists

Saleshandy 胜出: Lower entry price, generous sender rotation, simple email validation

Salesmate 的对比更多

Here is how Salesmate stacks up against other CRM software options:

满足您需求的最佳CRM工具

Salesmate 与 HubSpot 的比较

Salesmate 获胜条件: Lower per-user cost, faster setup, friendlier support team

HubSpot 在以下方面胜出: Bigger app marketplace, stronger marketing automation, larger free tier

销售员 vs Salesforce

Salesmate 获胜条件: Simpler interface, lower price, quicker time to value

Salesforce 的优势在于: Deeper customization, more reporting, a vast partner network

Salesmate 与 Freshsales CRM 的比较

Salesmate 获胜条件: More automation journeys, built-in calling, broader integrations

Freshsales 在以下方面胜出: Tighter Freshworks suite, free starter plan, built-in chat

Salesmate 对阵星期一 客户关系管理

Salesmate 获胜条件: Native calling, sales forecasting, deeper deal tracking

周一 CRM 胜出: Visual boards, broader project views, flexible work management

常见问题解答

Salesmate是做什么用的?

Salesmate is a CRM used to manage the sales process. Teams track deals, log calls, automate data entry, and build lasting customer relationships from one platform.

Instantly 有什么功能?

Instantly sends cold emails at scale. It connects unlimited email accounts, warms them up, finds verified leads, and tracks campaign analytics so you book more meetings.

Instantly 是 CRM 吗?

Not really. Instantly is a cold email tool with a light unified inbox to manage replies. For full pipeline management, a CRM like Salesmate fits better.

Instantly AI 提供免费试用吗?

Yes. Instantly offers a 14-day free trial so you can test sending and warmup. Salesmate offers a longer 15-day trial with no credit card needed.

排名第一的CRM平台是什么?

Salesforce holds the largest market share among CRM software. Salesmate is a strong pick for small and medium teams that want a simpler, cheaper option.

Fahim Joharder,创始人

Fahim Joharder,创始人

测试过 900 多款人工智能工具。月活跃读者超过 25 万。

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