How to Use Salesmate CRM to Automate Workflows in 2026

Do you feel like good leads are constantly slipping away?

It is frustrating when you lose track of important customer details.

You likely waste hours every day switching between five different apps just to do your job.

You miss meetings and forget to follow up.

This mess stresses you out and costs you real money.

Stop the chaos right now. Salesmate CRM is the simple solution you need.

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Salesmate CRM Tutorial

This guide covers the best features to help you sell more.

We will set up reports, automatically book meetings, and create email templates.

Follow these simple steps to save time and close more deals. Let’s get started.

How to use Report Analytics

You cannot improve what you do not measure.

One of the top best practices in sales is tracking your numbers.

You need to know what works and what does not.

Salesmate’s Report Analytics shows you the health of your business.

This guide is a quick min read to get you started.

Step 1: Navigate to the Reports Dashboard

• Open your Salesmate dashboard.
• Look at the menu bar on the left side of your screen.
• Click on the Reports icon. It looks like a small bar graph.
• This page shows you the main hub with all your data.

Step 2: Create a New Custom Report

• Find the + New Report button at the top right corner.
• Click it to start a fresh report.
• Choose the “Primary Module” you want to study. You can pick options like Deals, Activities, or case studies from your past projects.
• Select “Summary Report” to see totals or “Matrix Report” to compare different numbers.

Step 3: Filter and Customize Your Data

• Click on the Filters tab to remove data you do not need.
• Set a filter for “Deal Stage” to see who needs follow ups.
• Drag and drop columns to organize your view.
• Group your rows by “Sales Owner” to see who is performing best.
• Clean data helps you identify bottlenecks so you can close deals faster.

Step 4: Visualize and Save Your Report

• Click on the Chart icon to turn your numbers into a picture.
• Pick a style like a Pie Chart or Bar Graph that is easy to read.
• Click the Save button.
• Name your report something clear, like “Monthly Sales Goals,” so you can find it later.

How to use Meeting Scheduler

Going back and forth via email to find a meeting time is a waste of time.

It frustrates your clients and slows you down.

To achieve sales success, you need to make booking easy.

The Meeting Scheduler is one of the most useful sales tools. It puts your calendar on autopilot.

Step 1: Access the Meeting Scheduler Tool

• Go to the main menu on the left side of your screen.
• Click on the three dots that say More if you do not see the scheduler.
• Select Meeting Scheduler from the list.
• Salesmate is a crm designed for sales, so this tool is built right in to help you.

Step 2: Set Up a New Meeting Link

• Click on the button that says + New Meeting Link.
• Fill in the “Event Name.” You can call it “30-Minute Discovery Call.”
• Choose a “Location” like Zoom, Google Meet, or a phone call.
• Add a short description so the client knows what to expect.

Step 3: Define Your Availability

• Choose how long the meeting will last, like 15 or 30 minutes.
• Pick the days of the week you want to work.
• Set your hours, for example, 9:00 AM to 5:00 PM.
• You move faster with the crm when you let the system manage your time slots for you.

Step 4: Customize the Booking Form

• Decide what you need to know before the call.
• Ask for their Name, Email, and Phone Number.
• Add custom questions like “What is your budget?”
• Getting this info early helps shorten the sales cycle.

Step 5: Share Your Link

• Save your settings and copy your new Meeting URL.
• Paste this link in your email signature or chat messages.
• You can even put it on your website.
• When a client picks a time, it shows up on your calendar instantly.

How to use Email Templates

Typing the same email over and over is boring. It wastes hours of your week.

Your sales team needs to focus on selling, not typing.

Templates let you write your best message once and use it thousands of times.

This feature is designed to drive sales success by keeping your messaging clear and consistent.

Step 1: Open the Email Templates Section

• Go to the main menu on the left sidebar.
• Click on the More icon (the three dots).
• Select Conversations or Email Templates from the list.
• If you want to see what is new with this tool, check the november 2024 release notes.

Step 2: Draft a New Template

• Click on the + New Template button.
• Give your template a name that you can remember easily.
• Write a catchy Subject Line.
• Keep the subject short so people want to open it.

Step 3: Personalize with Merge Tags

• Do not send generic emails that sound like a robot.
• Use “Merge Tags” to add personal details automatically.
• Click the Insert Attribute button in your toolbar.
• Select fields like {{Contact.FirstName}} so the system fills in the name for you.

Step 4: Organize and Save

• Pick a Folder for your template, like “Welcome Emails.”
• Check how the email looks on both mobile and desktop screens.
• Click the Save button to finish.
• Proper organization helps you find the right file quickly.

Step 5: Use the Template in an Email

• Open a Contact’s profile or start a new email.
• Click the Templates icon in the formatting bar.
• Search for the template you just made and click it.
• The text appears instantly with the names filled in, and you are ready to hit Send.

Salesmate Alternatives

Here are several Salesmate CRM alternatives with a brief overview of each:

• GoHighLevel: An all-in-one marketing and sales platform designed for agencies and businesses, offering comprehensive tools including funnel builders, email marketing, SMS automation, and client management.
• Pipedrive: A sales-focused CRM known for its intuitive visual sales pipelines, helping teams manage deals and track progress efficiently.
• Keap: Specializes in automation for small businesses, combining CRM functionalities with email marketing and sales pipeline management.
• ActiveCampaign: A customer experience automation platform that integrates marketing, sales, and e-commerce functionalities, allowing for personalized communication and automated workflows.
• HubSpot: A widely recognized platform offering a suite of “hubs” for sales, marketing, customer service, content management, and operations, ideal for businesses seeking integrated solutions.
• ClickFunnels: Primarily a sales funnel and landing page builder, with some lead collection and basic email marketing capabilities, focusing on conversion-driven online campaigns.
• Folk: A simple, integrated, and proactive CRM with features like sales pipelines, email campaigns, contact management, and workflow automation.
• Instantly: This company specializes in lead generation and cold email outreach, providing customer relationship management, lead tracking, and sales process automation.
• ClickUp: A versatile work management platform that can be customized to function as a CRM, offering features like contact management, sales pipeline views, email integration, and customizable dashboards.
• Monday CRM: A highly customizable platform structured like a spreadsheet, allowing for full-cycle lead management, sales forecasting, email synchronization, and activity tracking.
• Capsule CRM: A growth-oriented CRM designed for simplicity, helping businesses manage contacts, track sales deals, and maintain client relationships with features like multiple pipelines and task management.
• Insightly: A CRM suitable for small to mid-sized businesses, offering contact and project management, workflow automation, and robust reporting, along with a user-friendly interface.
• Freshsales CRM: A cost-effective option offering extensive features for sales teams, including lead communication, conversion tools, AI-based lead scoring, and strong integration capabilities.
• Salesforce: A robust, industry-leading CRM platform offering extensive features for sales, marketing, and service, known for its high customizability and scalability for larger enterprises.
• Zendesk: Primarily a customer service and support platform that also offers robust CRM capabilities, providing end-to-end customer interaction management and analytics.

Salesmate Compared

Conclusion

You now know how to use Salesmate’s top features.

We covered Report Analytics, the Meeting Scheduler, and Email Templates.

These tools help sales reps save time every single day. They remove the clutter from your daily workflow.

When you fix your sales process, you close more deals with less stress.

You do not need a long onboarding phase to get started.

Set up your first meeting link or template and watch your business grow.

Frequently Asked Questions

More Facts about Salesmate

• Why a Plan Matters: A good sales plan is the most important part of a successful team. It helps businesses grow, make more money, and keep customers happy.
• Growing Revenue: Studies show that companies with a clear sales plan can earn up to 28% more money than those without one.
• Guiding the Team: A clear plan gives the sales team a map to follow. This makes it easier to turn a potential buyer into a real customer.
• Finding Problems: When the sales process is organized, managers can easily see where a deal is getting stuck.
• Building Trust: A steady process helps customers trust you because they know they will get great service every time they talk to you.
• Focusing on the Best Leads: A good process helps the team spend time on people who are most likely to buy, rather than chasing everyone.
• Predicting the Future: Managers can see all the sales steps clearly, which helps them guess how much money the company will make in the future.
• All-in-One Tool: Salesmate helps you manage deals, talk to clients, and use automation all in one place.
• AI Helpers: Salesmate uses AI helpers, like Sandy and Skara, to do boring work for you. They can write emails, summarize phone calls, and even research new clients.
• Easy Communication: You can make calls, send text messages, and email clients directly from the Salesmate app without switching screens.
• Tracking Progress: The software uses special icons to show you exactly what is happening with a deal, going beyond just simple tasks.
• Smart Scoring: Salesmate looks at your leads and gives them a “score.” This tells you which people are most ready to buy so you can talk to them first.
• Personal Touch: The software helps salespeople send personal messages and give helpful information to customers at the right time.
• Scheduling Meetings: You don’t have to send emails back and forth to pick a meeting time. Salesmate lets you share your calendar so people can book a time that works for everyone.
• Instant Alerts: You get a notification the moment a customer opens your price quote, so you can call them while they are thinking about it.
• Automatic Work: You can set up “Smart Flows” that automatically create tasks, assign deals to teammates, or send welcome emails without you lifting a finger.
• Visual Boards: You can manage your deals on a board that looks like sticky notes. You simply drag and drop a deal to the next stage as it progresses.
• Custom Pipelines: You can create as many different sales paths as you need to track different products or regions.
• Better Proposals: The software can automatically pull information to create nice-looking price quotes and proposals for your presentation.
• Revenue System: Salesmate acts as a complete system to connect sales, marketing, and support teams to help the whole company make money.