How to Use Salesmate CRM: A Beginner’s Guide in 2025

Need help managing your sales? Salesmate CRM can help!

It’s like a super-organized digital notebook for your business.

Salesmate makes it easy to keep track of all your customers and sales, even if you’re starting out.

In this guide, we’ll show you how to use Salesmate’s newest features from the November release notes.

We’ll even show you how Salesmate can help onboarding new customers and make your sales reps’ jobs easier.

Let’s get started!

Getting Started with Salesmate

Okay, so you’re ready to dive into Salesmate!

This section will walk you through setting up your account and familiarizing yourself with the basics. Don’t worry—it’s super easy.

Signing up for Salesmate

First things first, you need to create an account.

Head to the Salesmate website and click “Try for Free.”

You’ll be asked for basic information like your name, email address, and company name.

Salesmate offers several different pricing plans, so you could choose the one that best suits your needs and budget.

They even have a free trial, so you can test it before committing!

Here’s a quick look at the signup process:

1. Go to the Salesmate website.
2. Click “Try for Free.”
3. Enter your information.
4. Choose a plan.
5. Confirm your email address.

That’s it! You’re officially a Salesmate user.

Understanding the Salesmate Dashboard

Once you’re logged in, you’ll see the Salesmate dashboard.

This is your home base for everything, Salesmate.

Think of it as your command center for all things sales.

Here are some of the key things you’ll find on the dashboard:

• Deals: This is where you’ll track all your sales opportunities.
• Contacts: Here, you can keep all your customer information organized.
• Activities: This section shows your scheduled calls, meetings, and tasks.

You can customize your dashboard to show you the most important information. Pretty cool.

Setting up Your Salesmate Account

Before you start using Salesmate, there are a few things you’ll want to set up.

• Company Profile: Make sure your company information is correct.
• Currency and Time Zone: Set these to match your location.
• Import Data: If you have existing customer data, you can easily import it into Salesmate.
• Connect Email: Connect your email account so you can send and receive emails directly from Salesmate.

By taking the time to set up your account properly, you’ll be able to use Salesmate more effectively and get faster with the CRM.

This CRM designed for sales has everything your sales team needs to succeed.

It’s designed for sales success and helps you work faster, smarter, and better.

Managing Your Contacts in Salesmate

Contacts are the heart of any CRM, and Salesmate makes it a breeze to keep them organized and accessible.

Think of it as your super-powered address book, but way more useful!

Adding Contacts

Adding contacts to Salesmate is super easy.

You can do it manually, import them from a spreadsheet, or even scan business cards with your phone!

When you add a new contact, you can include all sorts of helpful information, like:

• Their name and job title
• Their company name and website
• Their phone number and email address
• Any notes about your interactions with them

The more information you add, the better you’ll understand your customers and their needs.

Here are a few ways to add contacts:

• Manually: Click the “Add Contact” button and fill in the details.
• Import: If you have a spreadsheet of contacts, you can import them all at once.
• Business Card Scanner: Use the Salesmate mobile app to scan business cards and automatically create new contacts.

Tracking Interactions

Remember how we talked about Salesmate being like a digital notebook?

This is where it really shines. You can use Salesmate to track all your interactions with each contact.

Did you send them an email?

Log it in Salesmate. Had a phone call? Make a note of it. Met them for coffee? Record it!

This helps you build a complete history of your relationship with each contact. It’s like having a super memory for all your customer interactions.

Here’s why tracking interactions is important:

• Stay organized: Never forget a conversation or miss a follow-up.
• See the big picture: Get a clear view of your entire sales cycle with each contact.
• Collaborate with your team: Everyone on your team can see the interaction history and stay on the same page.

Segmenting Your Contacts

Segmenting your contacts is just a fancy way of saying “putting them into groups.”

This can be really helpful for your sales success.

For example, you could create segments for:

• Potential customers
• Current customers
• Customers who have purchased a specific product
• Customers in a certain industry

By segmenting your contacts, you can send more targeted messages and offers.

It’s like giving each group exactly what they need.

Salesmate makes it easy to create segments and use them for your marketing campaigns.

This is one of the best practices for using a CRM, and it can really help you boost your sales.

With these sales tools and a little organization, you’ll be well on your way to managing your contacts like a pro!

Managing Deals in Salesmate

Now that you’ve got your contacts organized, it’s time to start working on those deals!

Salesmate makes it easy to track your progress and close deals faster.

Creating Deals

Think of a “deal” as a potential sale.

It could be anything from a small one-time purchase to a big long-term contract.

In Salesmate, you can create a deal for each sales opportunity. This helps you keep track of where each deal is in the sales process.

When you create a deal, you’ll want to include information like:

• The deal name (e.g., “Acme Corp. – Website Design Project”)
• The contact associated with the deal
• The value of the deal
• The expected close date

Here’s how to create a deal:

1. Go to the “Deals” tab.
2. Click “Add Deal.”
3. Fill in the deal information.
4. Click “Save.”

Easy peasy!

Tracking Deal Progress

Salesmate uses a “deal pipeline” to help you visualize where each deal is in the sales process.

Think of it like a board game where each stage represents a step closer to closing the deal.

You can customize your deal pipeline to match your own sales process.

For example, your pipeline might have stages like:

• Prospecting
• Qualification
• Proposal
• Negotiation
• Closed Won
• Closed Lost

As you move a deal through the pipeline, you can update its stage and add notes about your progress.

This helps you stay organized and see at a glance which deals are close to closing.

Closing Deals

When you finally close a deal (yay!), you can mark it as “Closed Won” or “Closed Lost” in Salesmate.

You can even record the reason why you won or lost the deal. This information can be invaluable for future sales efforts.

Salesmate also lets you generate invoices and collect payments right from the CRM.

This keeps everything in one place and makes it super easy to manage your sales.

By following these simple steps and using Salesmate’s powerful features, you can close deals faster and improve your overall sales performance.

Want to see how others have succeeded with Salesmate? Check out their case studies for inspiring examples and follow-ups.

Automating Your Sales Process

Wouldn’t it be awesome if you could automate some of your repetitive sales tasks?

Imagine if you could automatically send a welcome email to every new contact or assign tasks to your team members without lifting a finger.

Well, with Salesmate, you can!

Salesmate Automation Features

Salesmate has some cool automation features that can save you time and make your life easier.

Here are a few things you can automate:

• Workflows: These are like recipes for automating your sales process. You could set up workflows to send emails, update deal stages, and create tasks.
• Sequences: These are a series of emails that are sent out automatically over time. They’re great for nurturing leads and keeping in touch with your contacts.
• Triggers are like little alarms that go off when something happens in Salesmate. For example, you could set up a trigger to send an email when a deal is moved to a new stage.

Building Workflows

Building workflows in Salesmate is like playing with LEGO blocks.

You drag and drop different actions to create your automation recipe.

For example, you could create a workflow that:

1. Sends a welcome email to a new contact.
2. Creates a task for a sales rep to follow up with the contact.
3. Moves the deal to the “Qualification” stage.

Pretty neat.

Using Sequences

Sequences are a great way to stay top-of-mind with your contacts.

You could make a sequence of emails that are sent out automatically over time.

For example, you could create a sequence that:

1. Sends a welcome email to a new contact.
2. A few days later, he sends an email with a case study or customer testimonial.
3. A week later, he sends an email with a special offer.

Automating your email follow-up can free up your time to focus on other tasks.

With Salesmate’s automation features, you can streamline your sales process & make your team more efficient.

It’s like having a robot assistant who handles all the boring stuff!

Salesmate Mobile App

Always on the go? No problem!

Salesmate has a handy mobile app lets you take your CRM wherever you go.

It’s like having your entire sales team in your pocket!

Accessing Salesmate on the Go

The Salesmate mobile app is available for both iOS and Android devices.

Download it from the App Store or Google Play Store and log in to your Salesmate account.

With the mobile app, you can:

• Access your contacts and deals from anywhere.
• Update information on the fly.
• Log calls, emails, and meetings.
• Set reminders and tasks.
• Collaborate with your team.

It’s perfect when you’re out of the office but must stay connected to your sales process.

Managing Contacts and Deals

Need to quickly lookup a contact’s phone number?

Want to check the status of a deal while you’re waiting for your coffee? The Salesmate mobile app makes it easy.

You can view and edit your contact information, track deal progress, and even move deals through your pipeline, all from your phone.

Staying Connected with Your Team

The Salesmate mobile app also helps you stay connected with your team. You can use the app to:

• Share updates and notes.
• Assign tasks and follow up on progress.
• Communicate with your team in real-time.

This makes it easy to collaborate with your team, even when you’re not in the office.

So, whether you’re meeting with a client, traveling for business, or working from home, the Salesmate mobile app keeps you connected and productive.

It’s like having your office in your pocket!

Salesmate Integrations

Salesmate is already an awesome tool, but it gets even better when you integrate it with other apps you use every day.

Think of it like building a super team of apps that work together to make your life easier!

Connecting Salesmate with Other Tools

Salesmate plays well with lots of other popular business apps.

This means you can connect it to tools like:

• Google Workspace: This includes Gmail, Google Calendar, and Google Drive.
• Zapier: This incredible tool lets you connect with Salesmate to thousands of other apps.
• Quickbooks: This is a popular accounting software.

By connecting Salesmate with these other tools, you can smoothen your workflow and avoid constantly switching between different apps.

Integrating with Google Workspace

If you use Gmail, Google Calendar, or Google Drive, you’ll be happy to know that they integrate seamlessly with Salesmate.

This means you can:

• Sync your emails: All your emails from Gmail will show up in Salesmate, so you have a complete record of your communication with each contact.
• Sync your calendar: Your appointments and meetings from Google Calendar will appear in Salesmate, where you can see your schedule and sales activities.
• Share files: You could easily share files from Google Drive with your contacts in Salesmate.

This integration makes it super easy to keep everything organized and in one place.

Using Zapier to Connect with Other Apps

Zapier is like a magic bridge that connects Salesmate with thousands of other apps.

It lets you create “Zaps,” which are basically little rules that tell your apps to communicate with each other.

For example, you could create a Zap that:

• Automatically adds a new contact to Salesmate when someone fills out a form on your website.
• Sends a notification to Slack when a deal is closed in Salesmate.
• Makes a new task in your project management tool when a deal is moved to a new stage in Salesmate.

With Zapier, the possibilities are endless!

Integrating Salesmate with your other favorite tools allows you to create a powerful and efficient workflow that helps you close more deals and grow your business.

Conclusion

That’s all there is to it! We’ve covered everything you need to know to get started with Salesmate.

It’s a powerful tool that can help you stay organized, save time, & close more deals.

Ready to try it? Visit the Salesmate website and sign up for a free trial.

You can play around with all the features and see how it can work for your business.

Remember to import your contacts and create your first deal!

And if you get stuck, the Salesmate support team is always there to help.

We hope this guide has been helpful on your journey to becoming a Salesmate pro.

Now go out there and make those sales!

Frequently Asked Questions