Salesflare Reviews

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.

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.

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.

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.

We had been using another CRM for our hotel company in Sri Lanka for a couple of years and although we kept it fed with contacts, hardly made use of it - wasn’t very intuitive, didn’t have a decent mobile app to work with during tradeshows etc.

Started tinkering around with Salesflare and quickly found that it was a very robust, extremely well-featured piece of software. The mobile app is excellent, identical functionality as the desktop version. Customers support is particularly good. We now actually use the CRM intuitively instead of it gathering dust and collecting contacts.

Nothing really - bulk edits could have more options, rather limited currently. I'd like to for instance select all contact countries that show as US and change to United States.

It's simply and logically laid out. Getting started is easy. I like the distinction they make between a contact and an account. They also pull some information on contacts from their social media which is useful. It allows you to create, track, and close opportunities. The most useful feature for me is to be able to customize the stages of a selling process. One of their strengths is an enthusiastic integration with a wide range of other tools and products that are relevant to selling and prospecting.

Seemingly simple at first, digging deeper and using the product effectively is more difficult than appears. The import can only be done from a file. I would be a tremendous help to be able to important contacts directly from Google Contacts, Mailchimp, or Active Campaign, for example.

1. Campaigns
2. Opportunities
3. Zapier integration
4. Website tracking
5. Email tracking

This platform has everything that my small marketing agency needs to track and manage our sales process.

Eliminates a lot of manual work by automatically logging calls & emails. Very simple & easy to use. Can have leads automatically flow in from Zapier from my sources. Easy to log activity and updates to know who to follow up with. Swimlanes/stages give an excellent visual representation of pipeline.

Ran into a compatibility issue with Salesflare and a Gmail extension "MailTrack.io" I use to track email opens/clicks within Gmail. By using this at the same time I can't use Salesflare's mail & website tracking which would be more useful.

It's very intuitive, the company is very active in sharing tips, they keep on building the product .. it does the job perfectly.

I like it all. I can't think of something.

The most I like integration with google accounts.

No polish language and often mobile app resets.

Salesflare's CRM system is so easy to use, mostly due to its visually appealing set up for client organization, workflows and arranging opportunities. The staff is always helpful and eager to help resolve any questions you may have. A pleasure to work with for sure.

There aren't any that stand out. Maybe share more tutorials.

That it automates things.

Nothing much really. Wouldn't want to change for any other system.

I love that this CRM proactively sorts and categorizes my contacts.

Can be a bit confusing when contacts have more than one business

1 - Have all the CRM basic functionality
2 - Have integrations
3 - Coolest Marketers
4 - Product does almost everything

1 - Don't have a complete CRM, Marketing and Sales features together
2 - No cons other than that. The team is great.

Native integration with Gmail. Everything I do in Gmail is automatically and instantly synced with Salesflare. I don't need to worry about keeping my address book updated, all contact data is there without me having to lift a finger.

I would like to able to make calls directly from Salesflare. Their core functionalities are rock solid though, you can also tell they have a clear product map but are still in the early stages.

Easy to use, chose the software mostly because of the easy to set-up sync with e-mail. I also like the fact that the software is being developed and extended with new features quite fast

I miss things like invoicing, registering of hours etc. That's why we now also use a software package that includes all of that.

The platform: Ease of use, automation features, no bloatware
The people: excellent customer support

Tag management could be better, maybe i haven't figured it out but cannot see how to save filters.

What I like the most about Salesflare is that it's not HubSpot or Salesforce. It's not complicated. They keep things simple and that fits my needs.

I run a solo business and they help me track leads, move them down the funnel and close them. I can see who I need to reach out and when.

Email integration is great, to keep creating leads in an automated way.

It's one such tool which is must for every online business. From sending cold emails to doing data gathering and scheduling your busy day.

Nothing as such but slightly difficult learning graph and no addon for Outlook.com is another disappointment as such.

with Salesflare I can auto detect company or customer I've contacted with gmail and also can setup for target

I need for email and also document tracking working with gmail that would be very helpfully if I can do thats with salesflare

I like the fact that any email I contact it automatically puts in CRM with entire profile and social profiles!

UX can be updated a bit on the mobile app! Although I love the fact there's a mobile app for this CRM!!!

I like its automatic data entry function. Entering data manually is something that is time consuming.

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.