Salesflare

Salesflare

Intelligent CRM for small B2B businesses and startups

4.6/5 (95 reviews)

Salesflare Overview

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.

Pricing

Starting from
€30,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, India, Japan, Latin America

Supported Languages

English

Salesflare Reviews

Overall rating
4.6/5
96% positive reviews
63
Excellent
28
Very good
4
Average
0
Poor
0
Terrible
Cal T.

CRM for Sales

Used Daily for 1+ year
Reviewed on 2018/09/26
Review Source: Capterra

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.

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Don D.

Highly Recommended CRM

Used Daily for 1+ year
Reviewed on 2018/10/21
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Nate R.

Powerful Software for managing clients and leads

Used Daily for 1+ year
Reviewed on 2018/09/12
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Ayman A.

It's a must for freelancers

Used Daily for 1+ year
Reviewed on 2018/09/17
Review Source: Capterra

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Carlos D.

Bare Bones But Dense With Features

Used Daily for 6-12 months
Reviewed on 2018/09/13
Review Source: Capterra

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.

Response from Salesflare

Hey Carlos! The Leadworx integration is there now for a while and it is quite extensive. Hope you enjoy it!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Salesflare Pricing

Starting from
€30,00/month
Pricing options
Free Trial
Subscription
Value for money

14-day free trial, no credit card required.

Annual billing: €30 per user, per month

Monthly billing: €35 per user, per month

Salesflare Features

  • API
  • Activity Tracking
  • Automatic Notifications
  • Automatic Reminders
  • Calendar Management
  • Custom Fields
  • Email Integration
  • Social Media Integration

  • Activity Dashboard
  • CRM Integration
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Mobile Integration
  • Real Time Data
  • Reporting & Statistics
  • Third Party Integration

Additional information for Salesflare

Key features of Salesflare

  • Automated contact & company info recording
  • Automated reminders
  • Automated to-do lists
  • Automatic meeting & call logging
  • Communication history
  • Contact management
  • Custom fields
  • Customer engagement tracking
  • Data input automation
  • Document management
  • Document storage
  • Email tracking
  • Funnel analysis
  • Goals / quota management
  • Interaction tracking
  • Lead management
  • Leaderboard
  • Link tracking
  • Network mapping
  • Opportunity assignment
  • Opportunity prioritizing
  • Opportunity stages & timeline views
  • Predictive lead scoring
  • Real-time notifications
  • Revenue insights
  • Sales intelligence
  • Sales pipeline management
  • Shared contact database
  • Team insights
  • Website tracking

Benefits

  • Company and contact information is aggregated from social profiles, email content, email signatures, and other sources, reducing the need for manual data entry.

  • Phone calls and meetings are automatically logged by Salesflare through integration with calendars and mobile phone logs, and creates individual document folders to store files exchanged with each customer.

  • Opportunities are presented in a smart overview that displays to users which opportunities require attention and what action is required, and customer reactions to outreach is presented to users in real-time notifications.

  • Shared accounts allow team members to follow communication with clients, including phone calls, emails, and meetings, without needing to be directly involved.

  • Customers are automatically identified from users’ phone and email contacts, and details are shared between team members in a central address book.

  • Salesflare FAQs

    Below are some frequently asked questions for Salesflare.

    Q. What type of pricing plans does Salesflare offer?

    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

    Q. What are the main features of Salesflare?

    Salesflare offers the following features:

    • Automated contact & company info recording
    • Automated reminders
    • Automated to-do lists
    • Automatic meeting & call logging
    • Communication history
    • Contact management
    • Custom fields
    • Customer engagement tracking
    • Data input automation
    • Document management
    • Document storage
    • Email tracking
    • Funnel analysis
    • Goals / quota management
    • Interaction tracking
    • Lead management
    • Leaderboard
    • Link tracking
    • Network mapping
    • Opportunity assignment
    • Opportunity prioritizing
    • Opportunity stages & timeline views
    • Predictive lead scoring
    • Real-time notifications
    • Revenue insights
    • Sales intelligence
    • Sales pipeline management
    • Shared contact database
    • Team insights
    • Website tracking

    Q. Who are the typical users of Salesflare?

    Salesflare has the following typical customers:

    Freelancers, Small Business

    Q. What languages does Salesflare support?

    Salesflare supports the following languages:

    English

    Q. What type of pricing plans does Salesflare offer?

    Salesflare has the following pricing plans:

    Subscription

    Q. Does Salesflare support mobile devices?

    Salesflare supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Salesflare integrate with?

    Salesflare integrates with the following applications:

    Campaign Monitor, Constant Contact, GrooveJar, HubSpot CRM, HubSpot Marketing, Leadberry, LeadsBridge, PieSync, Robly, Teamwork Projects

    Q. What level of support does Salesflare offer?

    Salesflare offers the following support options:

    FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials