Salesflare is a cloud-based customer relationship management (CRM) solution aimed at startups and small businesses, which is designed to automate data entry and remove the need for users to enter company, contact, meeting, and call data manually.
Salesflare automatically gathers company and contact details from within email body text, email signatures, social media profiles, and other sources, removing the need for users to manually seek out and enter contact information. Customers are automatically identified from team phone and email contacts, and their details shared in a centralized address book, while maintaining access controls on private contacts. Users can also view their colleagues’ networks, and see which individuals they have contact details for. Salesflare also logs meetings and calls through interfacing with users’ calendar applications and mobile phone logs, and stores all files and documents exchanged with customers in individual folders.
Salesflare presents opportunities to users in an overview which automatically surfaces the opportunities requiring action. Opportunities can be viewed both in the stages view and in a timeline view, which presents the full contact history to all participating team members. Users can choose to take action immediately, schedule a follow-up for later, or assign the lead to another team member. Customers’ engagement is tracked, sending users real-time notifications when a customer opens an email, visits the website, or clicks a link, with this insight allowing customers to tailor their follow-ups.
Pros
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.
Cons
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.
I use Salesflare to track sales opportunities. It is easy to use and makes it easy to see what I need to do next for each potential client to keep the sales process moving. I also use Salesflare to track communications in my Book Yourself Solid® Network of 90 and List of 20. I'm perhaps using it in a bit of an unorthodox way for this, but it works, and it makes it easy to see who I need to contact this month.
Pros
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!
Cons
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.
Highly recommended if you are looking for a sales CRM that can integrate into your other systems and can streamline your teams methods for getting and retaining clients.
Pros
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!
Cons
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.
I'm a freelancer and always struggled to get my lead generation process organized. Salesflare is one of the tools that will pay for itself. I signed up a few clients on a retainer basis which is super awesome!
Pros
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
Cons
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
Pros
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.
Cons
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.
Hey Carlos! The Leadworx integration is there now for a while and it is quite extensive. Hope you enjoy it!
14-day free trial, no credit card required.
Annual billing: €30 per user, per month
Monthly billing: €35 per user, per month
Below are some frequently asked questions for Salesflare.
Salesflare offers the following pricing plans:
Starting from: €30,00/month
Pricing model: Subscription
Free Trial: Available
14-day free trial, no credit card required.
Annual billing: €30 per user, per month
Monthly billing: €35 per user, per month
Salesflare offers the following features:
Salesflare has the following typical customers:
Freelancers, Small Business
Salesflare supports the following languages:
English
Salesflare has the following pricing plans:
Subscription
Salesflare supports the following devices:
Android, iPhone, iPad
Salesflare integrates with the following applications:
Campaign Monitor, Constant Contact, GrooveJar, HubSpot CRM, HubSpot Marketing, Leadberry, LeadsBridge, PieSync, Robly, Teamwork Projects
Salesflare offers the following support options:
FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials
Overall I’m thrilled. No more lost leads. No more forgetting what happened or when it happened. It conforms to my exact sales cadence. I’m so happy with it I have tried to convert all my friends who are entrepreneurs over to Salesflare – and no I’m not an affiliate of them so I don’t get paid. Oh, and did I mention that it keeps on improving? Yes, it does and when they roll a new feature out it has good documentation on it.