Salesflare Reviews

This is build around your Email Inbox. It is perfect If you do not want to enter Data all the time but run a sales Pipeline. Salesflare claims to just adds Value without requiring to invest time in making this possible. I was critical at first and watched all the educational Videos on their youtube channel. Then I understood: Salesflare enables you to dissect Information from your mails and create customers, Comapnies (Accounts) etc. from it. Then you setup your Sales pipelines and create opportunities. Basically Salesflare keeps your sales activities up to date, because it lives on your Email communication. The concept works for me and with a new businescard scanner available just now, it makes setting up new prospect data even easier and saves me time. The Best thing is, the Customer support is just awesome. I git replies to any and all of my questions and schould I ever come across something not possible I most often got an Ide on how to work around something I was missing.

Honestly, there is not much. I came across two bugs, which have been fixed since then (wich is great). None of them was a dealbreaker. I find it a bit Pricy for a startup when I plan to bring assistants in which are working only a couple of hours per Week ... but then again Salesflare simply is worth the money.

The seamless Google integration, the fully functional mobile app, and the possibility to endlessly enhance capabilities with integrations.

A proper email sequence/drip functionality is missing. Campaigns are really strong, though, as well as easy to implement.

Ease of use is what makes this solution great. Its easy to implement and track user activity as well.

Its a bit basic when it comes to cross-team integrations when the department expands to CSMs, Sales, Marketing, etc

I like the visualization the most. It's so easy to see your funnel and progress toward the goals which keeps motivation high. It integrates with a lot of other services and there is an iOS app which makes it useful on the go. I love the gmail integration and how it tracks the company and the other potential contacts.

It's still a bit difficult to use, they are ironing things out as they go but it's young company and some of the functionality is still a bit clunky. I use it in conjunction with other CRMs to add details to contacts and track emails.

What I most liked about Salesflare is that it makes my life a lot easier. The software has made it way easier to automate emails, track leads and customer information. This means that I can save a lot of time, which is something every salesperson loves!

The only con of Salesflare, in my opinion, is that it's not the most intuitive software. It took me a while to get used to some of the functions and how they interact with each other. That said, once I did get used to it, I was able to do some really great work!

Ease of use - almost no data entry
Powerful functionalities
Scan business card in to contacts
Email workflow

Software provides what I need ... so no negative feelings
There is maybe more hidden functionality which I need to explore

Automatically tracks your inbox so that you can easily convert any contact into an account. Then, you can start tracking opportunities.

Originally, I had to figure out how to import my existing contacts. That was not easily understood - apparently, they expect it to just happen over time with instant Gmail tracking. However, they did a manual import for me.

Salesflare provides a seamless experience between your salespipeline and your email inbox your cellphone and any other app you are using in the sales process. It automatically syncs all the activities. As a result your CRM becomes very clean. Forecasting is becomes more reliable and adoption of the tool among different sales reps is no longer a problem.

There are some missing features specifically around account management. However I am confident that these features will be build and added in due time.

I've used Salesforce at my "day jobs" in the past and other crms like Swell System. Both are amazing but I never felt as comfortable as I do within the Salesflare system. It's simple and fills out most info on your contacts and leads on it's own. I can keep track of my prospects and use Salesflare as my own.

The speed could be improved a bit but I've noticed a good number of CRMs are a little slow when saving new notes within individual contact cards.

I really love the workflow management feature in Salesflare that helps me automate 40% of my team's sales tasks. Overall its a highly customizable and robust tool for SaaS sales professionals.

Not anything worth mentioning just a couple of upgrades like email customisation etc would really make this fly

Having all your former contacts and conversations available from the start of using Salesflare is really a time saver!

No integration (yet) with Messenger apps since a lot of client and prospect conversation is done with messenger apps nowadays

It is easy to use, easy to customize, and accomplishes EXACTLY what I need it to. I like that it is a CRM that specializes in Sales, because if you don’t have sales you don’t have a business. I have a sales cadence that is critical to follow. In Salesflare I can customize it to meet my exact cadence. But wait, that’s not all!!!! I can easily send an email campaign to my contacts. And the email program in Salesflare is AWESOME, you can customize your emails with contact names or business names. You can then track your emails.

When a program does all that Salesflare does it is hard to complain. But, you want a negative and I’d have to say that I can’t create a true Drip Campaign in Salesflare (it was never meant to be an email marketing software). And I would like the Tasks in my task list to be emailed to me, but since I’m in the program already this is not that big of a deal.

Salesflare is full-featured and easy to use. One of its key features is that it does the work for you. Between Salesflare and a couple of Zapier integrations, I can spend my time communicating with clients and potential clients, not entering their info in my CRM system. I like that it has a very visual interface, which makes it easy for me to see and track communications with clients and potential clients. I also like that it is easy to customize. Customer support has been great. They consistently reply to support requests quickly, with accurate answers that actually resolve my problem!

There's not much to not like... there was an outage a week or so ago, which hurt, but they did do a great job of keeping customers informed about the issue.

Salesflare was super easy to set up and implement; connects easily to email and is very user friendly and easy to customize as needed

Sending email drops - use to be a lot easier but then "enhancements" were made and it's not nearly as intuitive and user friendly as it was previously for bulk sends. If you are sending journeys or more advanced sends the enhancements are probably a good thing but for how I use it, it's a lot more difficult now.

It's simple and easily understandable UI & UX. Availability of many advanced features like tagging, lead enrichment and custom fields. The RTIwala Team is in love with Salesflare and their support.

Nothing as such. Just looking for more native integrations particularly with WooCommerce, Weebly and Shopify.

The workflow features and organizing different clients in specified pipelines allow us to streamline our target audience effortlessly

the reporting functions could be a bit more detailed.

The biggest reason why we use Basecamp is it's simplistic and streamline interface when working with clients. This is our Go To CRM we use for managing projects along with our clients.

Salesflare has made it so that we can track leads for each of the project types that we have then we integrate this information with other programs we use. At every stage of the sales process we know exactly where the client is in the sales cycle and how far along they are before we think they will make a purchase. It's great!

It can seem daunting at first because it is so feature rich. But they have a well built out FAQ and instructions page, so with a little bit of time, you can quickly get up to speed and start benefiting from all of the tools they offer.

1) The integration with Gmail and Outlook so I can add my leads on the go
2) The campaign feature. I use this primarily to nurture my leads and keep my client informed about the latest updates in their industry
3) The excellent support team
4) Suggestions for new people to add to the contacts every time I add a new account to the pipeline
5) Reminders to prepare for my meetings. Also, the reminders to take notes after my meetings

1) Lack of online scheduling tool with my leads similar to Calendly
2) The tool only reports that an email was opened but it doesn't exactly tell you who opened the email. I use another tool for this purpose so I'd love to see them bridging this gap in the future

All past (and future) communication automatically appears in the right format and well organized just by indicating your accounts and related teams

Nothing really. There is much more possible with the tool than I can use for now.

Took me only 10-15 minutes to set Salesflare up for client and I liked how it supported sales workflows, brought clarity out of the normal sales “noise”, and added functional value to the salesperson’s day (a big deal for me). If a salesperson is paying attention they can learn the basics of Salesflare in half an hour.

I was so impressed I switched from another CRM and now use Salesflare for my own business.

This wasn’t a Salesflare thing exactly but hooking it up to sales folk’s calendars and emails requires them to know their passwords! Same for using the Salesflare app on their phone - which I highly suggest they do.

Automates the lead data gathering and task making process, saving a lot of time. Also, it has smart reminders which are great for people like me that keep forgetting to do follow-ups.

The UI is well made so you don't need to take any tutorial to learn how to use it, also, it has a mobile app that will let you keep track of everything on the go.

Doesn't have in-app email and it lacks a lot of native integrations, even though that it has Zapier.
It is really good, but these two points are what is left for it to be great!

The integration with GSuite. How easy it is to set up and to use. The excellent new features they've been rolling out since I started using it. And last, but not least, their customer support is outstanding. They truly value their customers and are quick to answer queries or address any issues that come up.

In the very early days of Salesflare, I came across a couple of minor bugs. But they were addressed very quickly. And I was notified when they were fixed too.

What I like the most about Salesflare is the direct integration into Gmail. While other CRMs offer amazing functionality and features, more often than not they require you to use their integrated email service. As a small business, we use Gmail for our communication, file management, and scheduling. Having a light-weight CRM directly integrated into Gmail makes client managment easier and that's the most important feature for us.

Salesflare does suffer from a lack of compatibility with other sales based software. For example, we use Leadworx for our outbound lead generation. Leadworx integrates with CRMs such as Salesforce and Zendesk but Salesflare is not compatible which means we need to go back and forth between platforms to manage our lead generation and account management. The point of using Salesflare, for us, is to limit the need to switch between platforms.

The ability to manage multiple pipelines seamlessly and the insights dashboard.

The cost for adding team members is relatively higher than other similar small business products.

Nice clean dashboard for a quick snapshot of your sales cycle and lead pipeline. Excellent clutter free user interface with just the right amount of features without being overwhelming. Customer service responds quickly when you have a question or concern and they welcome customer feedback and product suggestions.

Overall a great tool, hard to find much to dislike. I'd like to see a few more native integrations instead of the majority of things going through zapier but I completely understand the thought process as native 3rd party integrations can be very time-consuming.