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ClaudSkills / Sales / crm-systems

Sales Salesmate

Category: Sales  ·  Sub-category: crm-systems  ·  Last updated:
type:integration
Salesmate platform help — AI-powered sales CRM for SMB/mid-market teams: contacts/companies, deal pipelines, activities, built-in calling + SMS, email sequences, marketing automation, Smart Flow workflows, ticketing/team inbox, and the Sandy AI copilot; RESTful v4 API (base `https://{linkname}.salesmate.io/apis/`, header auth `accessToken` + `x-linkname`, offset pagination via `rows`+`from`, 1500 calls/hour per link) plus Zapier/Make/Pipedream. Use when a Salesmate API call returns 401 because the `accessToken`/`x-linkname` headers are wrong, syncing Salesmate contacts/deals to a warehouse or another CRM, hitting the 1500-calls/hour limit, Sandy AI or sequences are locked because you're on the Basic plan, RingCentral call logging keeps needing re-authorization, Smart Flow credits run out mid-automation, or weighing Salesmate vs Pipedrive/Close/Freshsales. Do NOT use for comparing CRMs across vendors (use /sales-crm-selection) or outbound cadence strategy across tools (use /sales-cadence).
Security AStatic scan found no risk patternsHow grading works ›

About this skill (catalog notes)

Sales Salesmate includes worked examples; pricing or quota commentary. The SKILL.md runs to about 1,367 words, in the catalog's typical mid-range.

Original author
sales-skills
Indexed lastmod
Catalog position
Sales · crm-systems
Indexed related skills
10

How Sales Salesmate fits the catalog

Sales Salesmate sits in the Sales category under the crm-systems sub-topic in the ClaudSkills catalog. There are 10 related skills indexed alongside it; comparing a few before installing usually reveals which fits your workflow best.

Is Sales Salesmate safe to install?

A free static scan against the OWASP Agentic Skills Top 10 found no risk patterns in Sales Salesmate’s SKILL.md — no data-exfiltration, prompt-injection, or unexpected-execution signatures. The full security scan is below.

Installing & verifying

Installing Sales Salesmate writes its SKILL.md to ~/.claude/skills/sales-salesmate/SKILL.md; Claude Code discovers it automatically on the next session — no restart flag needed. It declares no allowed-tools restriction, so it inherits your session’s existing tool access rather than narrowing it. To confirm it loaded, ask Claude to list its available skills — sales-salesmate should appear by name.

What Sales Salesmate needs to run

External services
The SKILL.md references pricing, quota, or rate limits — it likely calls a paid or rate-limited API. Check the source before wiring it into unattended automation.
Depth
~1,367 words, typical mid-range depth.

When to reach for it

There are 10 related skills in Sales — a two-minute scan of the alternatives usually confirms whether Sales Salesmate is the right pick.

These notes are auto-generated from features detected in the SKILL.md file and from this catalog's structure — they aren't part of the source repository.

From the source SKILL.md

Salesmate is an AI-powered sales CRM for SMB and mid-market teams — contacts/companies, deal pipelines, activities, built-in calling + SMS, email sequences, marketing automation, Smart Flow workflows, a ticketing/team inbox, and the Sandy AI copilot — with a RESTful v4 API and Zapier/Make connectors.

What this skill does

Sales Salesmate is a community-contributed Claude Code skill in the crm-systems sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/sales-salesmate/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when a Salesmate API call returns 401 because the `accessToken`/`x-linkname` headers are wrong, syncing Salesmate contacts/deals to a warehouse or another CRM, hitting the 1500-calls/hour limit, Sandy AI or sequences are locked because you're on the Basic plan, RingCentral call logging keeps needing re-authorization, Smart Flow credits run out mid-automation, or weighing Salesmate vs Pipedrive/Close/Freshsales. Do NOT use for comparing CRMs across vendors (use /sales-crm-selection) or outbound cadence strategy across tools (use /sales-cadence).

Who uses this skill

The Sales Salesmate Claude Code skill is built for sales development reps, account executives, revenue operations teams, and customer success managers. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 178,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/sales-salesmate
curl -L https://claudskills.com/skills/sales-salesmate/SKILL.md \
  -o ~/.claude/skills/sales-salesmate/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/sales-salesmate/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/sales-salesmate/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\sales-salesmate\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Telegram

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

Frequently asked questions

How do I install the Sales Salesmate Claude Code skill?
Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/sales-salesmate/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.
What does the Sales Salesmate skill do?
Salesmate platform help — AI-powered sales CRM for SMB/mid-market teams: contacts/companies, deal pipelines, activities, built-in calling + SMS, email sequences, marketing automation, Smart Flow workflows, ticketing/team inbox, and the Sandy AI copilot; RESTful v4 API (base `https://{linkname}.salesmate.io/apis/`, header auth `accessToken` + `x-linkname`, offset pagination via `rows`+`from`, 1500 calls/hour per link) plus Zapier/Make/Pipedream. Use when a Salesmate API call returns 401 because the `accessToken`/`x-linkname` headers are wrong, syncing Salesmate contacts/deals to a warehouse or another CRM, hitting the 1500-calls/hour limit, Sandy AI or sequences are locked because you're on the Basic plan, RingCentral call logging keeps needing re-authorization, Smart Flow credits run out mid-automation, or weighing Salesmate vs Pipedrive/Close/Freshsales. Do NOT use for comparing CRMs across vendors (use /sales-crm-selection) or outbound cadence strategy across tools (use /sales-cadence).
Is this skill free to install?
Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.
When should I use the Sales Salesmate skill?
Use Sales Salesmate when your Claude Code task falls under the Sales category — specifically in the crm systems area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Sales Salesmate" or describe the task and let Claude pick). Browse related skills at /category/sales/.
What is a Claude Code skill and how does the Sales Salesmate skill fit in?
A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Sales Salesmate is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Sales category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA
sales-skills. (2026). Sales Salesmate [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/sales-salesmate/
BibTeX
@misc{sales-salesmate-2026,
  author    = {sales-skills},
  title     = {Sales Salesmate [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/sales-salesmate/}
}

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Security scan

Grade A · scanned 2026-08-08 — free static scan against the OWASP Agentic Skills Top 10.

No risk patterns were found in any of the ten OWASP-aligned categories. How grading works ›

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[![Security: A](https://img.shields.io/badge/Security-A-2e7d32)](https://claudskills.com/skills/sales-salesmate/#security)

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