How to Use Salesmate CRM to Automate Workflows in 2026

Quick Start

This guide covers every Salesmate feature:

• Getting Started — Create your account and set up your CRM
• How to Use Report Analytics — Track sales performance with real-time data
• How to Use Meeting Scheduler — Book meetings without the back-and-forth emails
• How to Use Manage Deals — Move deals through your pipeline visually
• How to Use Track Companies — Organize accounts and company relationships
• How to Use Email Templates — Send personalized emails in seconds
• How to Use Enhance Team Collaboration — Keep your sales team aligned on every deal
• How to Use Integrate with Tools — Connect your favorite apps to Salesmate
• How to Use Web Forms — Capture leads directly from your website
• How to Use Chatbots — Engage visitors and qualify leads automatically

Time needed: 5 minutes per feature

Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives

Why Trust This Guide

I’ve used Salesmate for over 12 months and tested every feature covered here. This how to use Salesmate CRM tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.

Salesmate is one of the most powerful CRM tools available today.

But most users only scratch the surface of what it can do.

This guide shows you how to use every major feature.

Step by step, with screenshots and pro tips.

Salesmate Tutorial

This complete Salesmate tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.

Salesmate

Close deals faster with an AI-powered CRM built for growing sales teams. Salesmate unifies calling, email, pipeline management, and automation in one platform. Start your free 15-day trial — no credit card required.

TRY SALESMATE NOW →

READ FULL REVIEW →

SALESMATE ALTERNATIVES →

Getting Started with Salesmate

Before using any feature, complete this one-time setup.

It takes about 3 minutes.

Step 1: Create Your Account

Go to Salesmate’s website and click “Start Free Trial.”

Enter your name, email, and create a password.

No credit card is needed for the 15-day trial.

✓ Checkpoint: Check your inbox for a confirmation email.

Step 2: Set Up Your Workspace

Choose your industry and team size during onboarding.

Salesmate will suggest pipeline stages based on your selection.

Here’s what the dashboard looks like:

✓ Checkpoint: You should see the main dashboard with your pipeline.

Step 3: Import Your Contacts

Click “Contacts” in the sidebar, then “Import.”

Upload a CSV file or connect your email to sync contacts.

Map your columns to Salesmate fields and click “Start Import.”

How to Use Salesmate Report Analytics

Report Analytics lets you track sales performance and forecast revenue.

Here’s how to use it step by step.

Step 1: Open the Reports Dashboard

Click “Reports” in the left sidebar menu.

You’ll see pre-built reports for deals, activities, and revenue.

Step 2: Choose or Create a Report

Select a pre-built report or click “Create Report.”

Pick your data source, filters, and date range.

Here’s what this looks like:

✓ Checkpoint: Your report should display data in chart or table view.

Step 3: Save and Schedule Reports

Click “Save” to keep your custom report for future use.

Set up scheduled emails to send reports to your team automatically.

How to Use Salesmate Meeting Scheduler

Meeting Scheduler lets you share your availability and book meetings instantly.

Here’s how to use it step by step.

Step 1: Access the Scheduler

Go to “Meetings” in the left sidebar.

Click “Create Meeting Link” to set up your first booking page.

Step 2: Configure Your Availability

Set your working hours and time zone.

Add buffer time between meetings if you need breaks.

Here’s what this looks like:

✓ Checkpoint: Your booking page should show your available time slots.

Step 3: Share Your Meeting Link

Copy your unique booking URL and share it via email or chat.

Prospects pick a time, and it syncs with your calendar automatically.

How to Use Salesmate Manage Deals

Manage Deals lets you track every opportunity through your sales pipeline.

Here’s how to use it step by step.

Step 1: Open Your Pipeline View

Click “Deals” in the sidebar to see your Kanban board.

Each column represents a stage like Prospecting or Negotiation.

Step 2: Create and Move Deals

Click “Add Deal” and fill in the contact, value, and expected close date.

Drag deals between stages as they progress.

Here’s what this looks like:

✓ Checkpoint: Your deal should appear in the correct pipeline stage.

Step 3: Set Follow-Up Activities

Click a deal card and add a follow-up task or call.

Salesmate will remind you before the activity is due.

How to Use Salesmate Track Companies

Track Companies lets you manage business accounts and link contacts to organizations.

Here’s how to use it step by step.

Step 1: Navigate to Companies

Click “Companies” in the left sidebar menu.

You’ll see a list of all your business accounts.

Step 2: Add or Edit a Company

Click “Add Company” and enter the business name and details.

Link existing contacts to this company record.

Here’s what this looks like:

✓ Checkpoint: The company profile should show linked contacts and deals.

Step 3: Track Company Activity

View all emails, calls, and deal history on the company timeline.

Add notes to keep context for your entire team.

How to Use Salesmate Email Templates

Email Templates lets you create reusable messages for faster outreach.

Here’s how to use it step by step.

Step 1: Open Email Templates

Go to “Settings” then “Email Templates.”

Click “Create Template” to start building a new one.

Step 2: Design Your Template

Write your email and add merge fields like {first_name} or {company}.

Merge fields pull data from your contacts automatically.

Here’s what this looks like:

✓ Checkpoint: Your template should show merge field placeholders in blue.

Step 3: Use Templates When Composing

When sending an email, click the template icon to insert a saved template.

The merge fields fill in with the recipient’s actual data.

How to Use Salesmate Enhance Team Collaboration

Team Collaboration lets you keep everyone aligned on deals and tasks.

Here’s how to use it step by step.

Step 1: Mention Team Members

Open any deal or contact and type @ to mention a teammate.

They’ll get a notification with context about the conversation.

Step 2: Assign and Track Activities

Create tasks and assign them to specific team members.

Use the activity feed to see what your team is working on.

Here’s what this looks like:

✓ Checkpoint: You should see assigned tasks in the team activity feed.

Step 3: Share Deal Updates

Add notes to deals so everyone has the latest context.

Use shared views to give managers visibility into team progress.

How to Use Salesmate Integrate with Tools

Integrations let you connect Salesmate with your existing tech stack.

Here’s how to use it step by step.

Step 1: Open the Integrations Page

Go to “Settings” then “Integrations.”

Browse the available apps like Gmail, Slack, and Zapier.

Step 2: Connect Your App

Click on an app and follow the authorization steps.

Most integrations connect in under two minutes.

Here’s what this looks like:

✓ Checkpoint: The app should show a green “Connected” badge.

Step 3: Configure Sync Settings

Choose what data syncs between Salesmate and your app.

Set up two-way sync if you want changes reflected in both tools.

How to Use Salesmate Web Forms

Web Forms let you capture leads directly from your website into Salesmate.

Here’s how to use it step by step.

Step 1: Create a New Web Form

Go to “Marketing” then “Web Forms.”

Click “Create Form” and choose a layout.

Step 2: Add Fields and Customize

Drag and drop fields like Name, Email, Phone, and Company.

Customize colors and fonts to match your brand.

Here’s what this looks like:

✓ Checkpoint: Your form preview should match your website design.

Step 3: Embed on Your Website

Copy the embed code and paste it into your site’s HTML.

New submissions create contacts and deals in Salesmate automatically.

How to Use Salesmate Chatbots

Chatbots let you engage website visitors and qualify leads around the clock.

Here’s how to use it step by step.

Step 1: Access the Chatbot Builder

Go to “Marketing” then “Chatbots.”

Click “Create Bot” to start building your first chatbot.

Step 2: Design the Conversation Flow

Add greeting messages, qualifying questions, and response branches.

Set triggers for when the bot appears on your website.

Here’s what this looks like:

✓ Checkpoint: Your conversation flow should show connected message nodes.

Step 3: Deploy and Monitor

Activate the bot and add the widget code to your website.

Check conversation logs to see how visitors interact with your bot.

Salesmate Pro Tips and Shortcuts

After testing Salesmate for over 12 months, here are my best tips.

Keyboard Shortcuts

Hidden Features Most People Miss

• Sandy AI Assistant: Ask Sandy to draft emails, summarize calls, or research prospects using voice or chat commands.
• Smart Views: Create filtered lists of contacts based on any criteria and save them for instant access.
• Power Dialer: Load a contact list and auto-dial through them one by one to save hours of manual calling.

Salesmate Common Mistakes to Avoid

Mistake #1: Skipping Pipeline Customization

Mistake #2: Not Using Automation Early

Mistake #3: Ignoring Activity Tracking

Salesmate Troubleshooting

Problem: Emails Not Syncing

Cause: Your email integration may have lost authorization.

Fix: Go to Settings, disconnect your email, and reconnect it with fresh permissions.

Problem: Contacts Not Importing

Cause: Your CSV file has formatting issues or mismatched columns.

Fix: Make sure your CSV is saved in UTF-8 format and columns match Salesmate’s field names.

Problem: Automation Not Triggering

Cause: The workflow trigger conditions don’t match your data.

Fix: Double-check each trigger condition and test with a sample contact that meets all criteria.

📌 Note: If none of these fix your issue, contact Salesmate support.

What is Salesmate?

Salesmate is a CRM tool that helps sales teams manage pipelines, automate outreach, and close deals faster.

Think of it like a command center for your entire sales operation.

Watch this quick overview:

It includes these key features:

• Report Analytics: Track performance and forecast revenue with custom dashboards.
• Meeting Scheduler: Share real-time availability and book calls without email back-and-forth.
• Manage Deals: Drag-and-drop Kanban board for visual pipeline management.
• Track Companies: Organize accounts and link contacts to company profiles.
• Email Templates: Create reusable, personalized messages with merge fields.
• Team Collaboration: Mentions, shared views, and task assignments to keep everyone aligned.
• Integrations: Connect Gmail, Slack, Zapier, and hundreds of other apps.
• Web Forms: Capture leads from your website directly into the CRM.
• Chatbots: Engage visitors and qualify leads around the clock.

For a full review, see our Salesmate review.

Salesmate Pricing

Here’s what Salesmate costs in 2026:

Free trial: Yes, 15 days with no credit card required.

Money-back guarantee: No formal guarantee, but you can cancel anytime.

💰 Best Value: Pro plan — unlocks email sequences and product management that most sales teams need.

Salesmate vs Alternatives

How does Salesmate compare? Here’s the competitive landscape:

Watch this comparison:

Quick picks:

• Best overall: Salesforce — the most mature and feature-rich CRM on the market.
• Best budget: Freshsales CRM — free plan available with solid sales features.
• Best for beginners: HubSpot — the easiest CRM to get started with for free.
• Best for marketing automation: GoHighLevel — handles CRM, funnels, and campaigns in one place.

🎯 Salesmate Alternatives

Looking for Salesmate alternatives? Here are the top options:

• 🚀 GoHighLevel: All-in-one marketing platform with CRM, funnels, and automation starting at $97/month.
• 💰 Keap: Small business CRM with built-in invoicing and e-commerce tools at $299/month.
• 🎨 ActiveCampaign: Best email marketing automation with CRM add-on starting at $15/month.
• ⚡ HubSpot: Free CRM with paid marketing, sales, and service hubs for growing teams.
• 🔧 ClickFunnels: Sales funnel builder with CRM features for online businesses from $81/month.
• 🧠 Folk: Lightweight CRM for relationship-driven teams starting at $17.50/member/month.
• 🔥 Instantly: Cold email platform with CRM features for outbound sales from $30/month.
• 📊 ClickUp: Project management tool with built-in CRM views starting at $7/user/month.
• 🏢 Monday CRM: Visual work management platform with sales pipeline tracking.
• 👶 Capsule CRM: Simple CRM for small teams with a free plan for up to 250 contacts.
• 🎯 Insightly: CRM that combines project management and sales from $29/user/month.
• 💼 Freshsales CRM: AI-powered sales CRM with free tier and built-in phone from $15/user/month.
• ⭐ Salesforce: Industry-leading enterprise CRM with the largest app marketplace from $25/user/month.
• 🌟 Zendesk: Customer service platform with sales CRM capabilities from $55/agent/month.

For the full list, see our Salesmate alternatives guide.

⚔️ Salesmate Compared

Here’s how Salesmate stacks up against each competitor:

• Salesmate vs GoHighLevel: GoHighLevel is better for agencies needing funnels and marketing. Salesmate wins on pure CRM and sales automation.
• Salesmate vs Keap: Keap adds invoicing and e-commerce but costs significantly more. Salesmate is cheaper per user.
• Salesmate vs ActiveCampaign: ActiveCampaign excels at email marketing. Salesmate has stronger pipeline management and calling features.
• Salesmate vs HubSpot: HubSpot’s free tier is unbeatable for starters. Salesmate offers more built-in calling and texting tools.
• Salesmate vs ClickFunnels: ClickFunnels is a funnel builder first. Salesmate is a full CRM with deeper sales tracking.
• Salesmate vs Folk: Folk is simpler and more relationship-focused. Salesmate offers more automation and reporting power.
• Salesmate vs Instantly: Instantly focuses on cold outreach. Salesmate is a full CRM with pipeline and meeting tools.
• Salesmate vs ClickUp: ClickUp is a project management tool with CRM add-ons. Salesmate is purpose-built for sales.
• Salesmate vs Monday CRM: Monday CRM offers visual project tracking. Salesmate has stronger sales-specific features.
• Salesmate vs Capsule CRM: Capsule is simpler and cheaper. Salesmate adds calling, automation, and AI assistant features.
• Salesmate vs Insightly: Insightly pairs CRM with project management. Salesmate has better built-in communication tools.
• Salesmate vs Freshsales CRM: Freshsales has a free plan and AI scoring. Salesmate offers more customization and Sandy AI.
• Salesmate vs Salesforce: Salesforce is the enterprise standard but complex and expensive. Salesmate is easier to set up.
• Salesmate vs Zendesk: Zendesk is support-first with sales add-ons. Salesmate is sales-first with stronger pipeline tools.

Start Using Salesmate Now

You learned how to use every major Salesmate feature:

• ✅ Report Analytics
• ✅ Meeting Scheduler
• ✅ Manage Deals
• ✅ Track Companies
• ✅ Email Templates
• ✅ Enhance Team Collaboration
• ✅ Integrate with Tools
• ✅ Web Forms
• ✅ Chatbots

Next step: Pick one feature and try it now.

Most people start with Manage Deals.

It takes less than 5 minutes.

Frequently Asked Questions

What is Salesmate used for?

Salesmate is a CRM platform used for managing sales pipelines, tracking contacts, automating email outreach, and closing deals. It combines calling, texting, email, and pipeline management in a single tool built for small and mid-size sales teams.

How to use CRM to increase sales?

Use your CRM to track every lead, set follow-up reminders, and automate repetitive tasks. In Salesmate, you can create Smart Flows to auto-assign leads, send email sequences, and get notified when prospects engage — so no deal falls through the cracks.

What are the basics of any sales approach?

Every sales approach starts with prospecting, then qualifying leads, presenting your solution, handling objections, and closing the deal. A CRM like Salesmate helps you track each stage and move deals forward with clear next steps and automated follow-ups.

Does Salesmate have a free plan?

Salesmate does not offer a permanent free plan. However, it provides a 15-day free trial with full access to all features. No credit card is required to start. After the trial, paid plans begin at $23 per user per month when billed annually.

Is Salesmate good for small businesses?

Salesmate is designed for small and mid-size businesses that need sales automation without enterprise complexity. It includes built-in calling, email sequences, and pipeline management. The AI assistant Sandy handles tasks like drafting emails and scheduling meetings.