Salesflare Reviews

Pros

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

Cons

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

Alternatives Considered

Zoho Recruit, Pipedrive and Agile CRM

Reasons for Choosing Salesflare

Funcionalities and mobile version

Switched From

Salesforce Sales Cloud

Reasons for Switching to Salesflare

Price Value proposition

Pros

The premise for Salesflare is that it reduces the need to enter data into the system, especially when you have to add new leads to your system. It does this by integrating with email systems and scanning emails for signatures that contain phone numbers, addresses, etc. It does this well. Other integrations with e.g. calendly and the calendar apps ensure that booked meetings are always logged. You can organise your pipeline visually in different stages which makes it easy to get an overview.

Cons

I also tried to use Salesflare in a B2C context but unfortunately it doesn't thrive there because the fields like company name are crucial for the working of the system. Salesflare also created a feature for email marketing a while ago but when I tested it, it was lacking features such as reply-detection so I stuck with my other tool.

Pros

Generally easy to use. Followup of opportunities in an easy screen.

Cons

The way contacts are added is quite confusing. I have to keep adding contacts manually on a daily basis, takes too long, wish it was more automated. need mass dismiss / complete task option. Im not able to use it to make major improvements in my sales funnel. Its designed to be used everyday and always updated. If I take a few days off, im left very far from where I am.

Pros

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.

Cons

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

Pros

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

Cons

the reporting functions could be a bit more detailed.

Alternatives Considered

Trello, Salesforce Sales Cloud and Bitrix24

Reasons for Switching to Salesflare

The customer support was excellent and implementation was almost intuitive. The user interface was also much easier to manage.

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.

Pros

Salesforce does a great job of providing a full suite of tools for managing your company's leads, contacts, and opportunities. The email tracker features are great for helping to keep track of sales-related communications. However, the user interface could be improved in terms of general usability. It also has a nice email tool that allows you to create accounts and send bulk emails. The email tools are great though, and most importantly, Salesforce is very reliable and stable. Salesforce is a very powerful software that can be used for all sorts of small business applications as it is very small to medium business-centric.

Cons

I think the interface could be better, but it does the job. Also, their pricing could be a bit cheaper. If you have a larger account with Salesforce, it will be more expensive than some other tools out there, but it is still relatively affordable.

Alternatives Considered

Zoho CRM and HubSpot CRM

Pros

I am thrilled with the intuitive automation that effortlessly generates and organizes leads, saving valuable time. The seamless email integration provides invaluable insights, enabling personalized follow-ups. The AI-driven deal scoring and contact enrichment enhance our efficiency, allowing us to focus on meaningful customer interactions. With excellent support and a user-friendly interface, Salesflare elevates our small business's CRM experience to new heights.

Cons

I have found that the pricing can be a bit higher for our small business. Additionally, the learning curve was initially challenging, requiring time to fully grasp all the features. While the platform is generally customizable, I would appreciate even more flexibility to tailor it precisely to our unique business needs.

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.

Pros

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.

Cons

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.

Pros

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

Cons

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.

Pros

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

Cons

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

Pros

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.

Cons

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.

Pros

It's incredibly easy to input a new client/account, click and drag them through the sales funnel, update notes, etc. My client relationships, service, account management, and financial records are running so much smoother.

Cons

I would like to be able to input contact information on the "create new opportunity" form.

Pros

Simplicity. It has enough functionality to manage your sales pipeline without it feeling overwhelming. This also makes it possible to easily get up to speed with the software and actually put it to use, rather than it gathering dust. I also like the fact that I can have it as an app on my iPad.

Cons

I think the how-to videos and knowledge database need to improve. It would also be great if Salesflare could use it's blog or Youtube to educate business owners on how to get the best out of it and use it effectively in one's business.

Pros

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.

Cons

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.

Pros

I love how Salesflare automatically picks up information from my email and populates that into the deal, along with syncing with calendar. This means we don't have to log meetings/notes manually and that saves a ton of time.

Apart from that, their auto-enrichment of companies and people works like a charm. Once you get used to this new experience, there is no going back.

Cons

The search under "opportunities" can be made better from a UX perspective.

Pros

Simple, easy to use. Isn't bogged down with a confusing and complex interface that plagues a lot of CRMs.

The customer service is quite literally, the best I have experienced. Questions are responded to promptly and clearly and new features are communicated clearly and efficiently.

If the system hasn't been able to do something we wanted, the staff went above and beyond helping us build a custom workaround solution.

Cons

Few minor quality of life features were missing, when we first started using it, however, they have since added these in.

Pros

I love how easy they make it to organize your contacts. It's simple and straight to the point. Not a ton of unnecessary options like other CRMS

Cons

I wish the email workflows could be a little better.

Pros

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.

Cons

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.

Pros

I downloaded a LOT of CRM’s but for me Salesflare was the keeper. I like the interface the most and the
‘At hand support’ and they are very helpful and reaponsive.

Cons

Nothing. I mean I see potential little improvements that I notice to enhance it like the ability to rename files once they are input but they accept such suggestions. It has improved many times since I got it.

Pros

We starting using this software after switching from ACT! This software has a lot of moving parts and one of the features I like most is when we receive e-mails, it attaches it to the customer's file. I will say with all the communication we have via e-mail. That feature is key. It's on most CRM systems but I have found that it works very well on Salesflare.

Cons

The Mobile App can be hard to log in to at times, I'm not sure why but it can be glitchy. I'm sure they will work on a patch to fix that. It works but sometimes it will sign me out and take a while to get back in. This software like all CRM systems takes a while to get setup and working how you want it too. But, I will say it's easy to do just takes time.

Pros

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!

Cons

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!

Pros

Automation. Automatically picks up email conversations, calls, saves attachments and also alerts you when accounts/deals are inactive.
Full featured CRM view inside gmail.
Excellent customer support.
Great pricing

Cons

Needs to improve some workflows when it comes to adding contacts etc.
Needs better intelligence and check mechanisms with contacts to account mapping (I can add any contact to any account)
Better privacy policies to prevent misuse of email (I can add anyone and read their emails)

Pros

I love how easy it is to use and how automated the contact synchronization happens, social profiles auto population is another one of its nice features. Has all the features we need on a our CRM and also very affordable

Cons

Haven't encounter many cons for SalesFlare, though I have to admit this was our first experience with such tool, but over all we are pretty happy with it.