This article is part of a larger series on CRM.
Who Salesflare Is Good For
- Solopreneurs looking for an easy-to-use CRM: Salesflare offers an intuitive interface and a visual pipeline with drag-and-drop controls. This meets solopreneurs’ need for a user-friendly CRM that makes it easier to manage multiple contacts and a high volume of client interactions. In fact, it is one of our recommended personal CRM software for single users.
- Businesses needing robust third-party integrations: This platform integrates with third-party software for sales, marketing, and customer service. It also integrates with accounting, ecommerce, and project management tools, like QuickBooks and Shopify.
- Sales teams who want automated call and meeting logging: Salesflare automatically logs your calls and meetings using your phone or an integrated dialer. This automated function lessens sales teams’ manual labor and allows users to focus more on nurturing relationships with leads.
Who Salesflare Is Not a Good Fit For
- Teams or individuals needing a free CRM: While Salesflare is easy enough to use for individual users and small teams, it, unfortunately, does not offer a free plan. If you are looking for CRM providers that offer a free plan with basic contact management capabilities, check out our list of the best free CRM software.
- Healthcare organizations: Salesflare offers data encryption and compliance to the Health Insurance Portability and Accountability act of 1996 (HIPAA). However, since it is designed for business-to-business (B2B) selling, it lacks specialized tools like patient portals that healthcare institutions require. To see the best options for CRMs tailored for healthcare services, take a look at our top picks for the top HIPAA-compliant CRM systems.
- Companies that rebrand and resell CRMs: Salesflare does not offer a partnership program for companies that rebrand and bundle CRMs with other solutions for reselling.
If you are looking for a solution you can customize and resell, we have compiled a list of the best white label CRMs for you to choose from.
|Has a drag-and-drop visual pipeline||Lacks built-in dialer|
|Integrates with a wide selection of third-party software||Limited customization options|
|Comprehensive engagement tracking tools||No free plan|
|In-depth real-time team and revenue insights||Does not offer phone support|
|Automatic profile enrichment||More expensive than most competitors|
Salesflare’s pricing scheme is composed of three paid tiers, all of which support an unlimited number of users, contacts, email templates, tracked and sent emails, custom fields, workflows, dashboards, and sales pipelines. Monthly fees range from $29 to $99 per user, per month, billed annually. A subscription comes with free one-on-one training and onboarding for your team. You can sign up for a 14-day free trial for its Pro plan.
Freelancers and individual users
Small sales teams
(minimum 5 users)
Unlimited Users and Contacts
Automated CRM Data Input
Email, Link, and Website Tracking
Personalized Mass Email Automation
Dedicated Account Manager
Click on the drop-down menu below for more information on Salesflare’s plans:
The Growth includes basic CRM features, such as contact and account management, opportunities, email management, customer engagement monitoring, and a mobile app. You can also send personalized email campaigns and monitor the results on dashboards. Aside from that, it offers an email sidebar that allows you to directly access Outlook or Gmail from within the CRM.
The Pro plan includes all the features in the Growth plan, plus user permissions and custom CRM dashboards. You can now restrict the data and pipeline that your team can access, edit, and delete, as well as create view-only users. In addition, you get access to personalized mass email automation tools that allow you to track the responses to your bulk emails.
Out of all the Salesflare plans, the Enterprise is the only one that requires a minimum of five users. This tier offers all of the features and capabilities included in the lower-cost plans. It also allows your team to get custom training and data migration services. Moreover, you get a dedicated account manager who is in charge of following up on your questions and needs related to your CRM account.
Salesflare is equipped with features that help users streamline contact management, lead scoring, and sales processes using visual drag-and-drop pipelines and workflow automations. It also provides you with insights into your sales performance and tracks all of your customer interactions. Aside from that, it has an email sidebar that shows you a compressed version of your CRM interface inside Gmail and Outlook.
- Contact enrichment
- Document management
- Email workflows
- Saved filters
- Automatic logging of phone calls and meetings
- Automatic email and calendar synchronization
Salesflare has a contact data enrichment automation feature that collects lead and customer data from emails, social profiles, and other public resources to fill the missing details in your contact record. Whenever you receive or send emails with attached files, it automatically uploads those files to the corresponding accounts in your CRM. You can also automate personalized drip emails and save filters you want to reuse to build segments for customers and accounts.
Contact & Pipeline Management
- Automated contact and company information
- Meeting and phone call log
- Lead and opportunity management
- Visual drag-and-drop sales pipeline
- Email open and website activity tracking
Salesflare gathers your customers’ contact information from various sources like emails, email signatures, and social profiles, then automatically stores them in your address book. It also connects to your calendar and mobile phone to log your meetings and phone calls with your customers.
You can monitor your leads and opportunities from Salesflare’s drag-and-drop visual pipelines. It features a smart overview that brings opportunities to the surface, particularly those requiring immediate attention. If you see that it is not that urgent, you can assign it to another teammate. You can also follow up on an opportunity based on the customer’s reactions. The platform tracks customer engagement and notifies you when a customer opens your emails or visits your website.
- Customer conversation monitoring
- User permissions
- Connection tracking
- Central address book
Salesflare detects which of your imported email contacts are personal ones and which are your customers. It allows all team members to access a central address book where customer contact data is stored. You can also share an account with them so you can start collaborating and allow them to follow customer conversations that they participate in. In addition, the CRM shows you which companies your colleagues are already in contact with.
If you need to set different access permissions for your team members, you can customize the restrictions on what each user group can view, modify, and delete. You can appoint Admins to oversee the team and CRM configurations, and Managers to lead the user group they are part of. Other user role designations are Team Members for your colleagues who do not need admin and management roles, and Viewers for those who are allowed only to view data by default.
- iOS and Android apps
- Call and meeting logging
- Full Salesflare functionality
Salesflare allows you to access its full functionality and work on the go using its iOS and Android apps. You can receive CRM notifications and task reminders about leads and deals so that nothing falls through the cracks. The app also has a specialized call logging tool that automatically logs phone calls with your customers.
Reporting & Analytics
- Team insights
- Revenue insights
- Engagement tracking
Salesflare’s dashboards provide you with Team and Revenue insights. Under the Team tab, you can view the sales leaderboard and track rep performance based on their average number of customer interactions, performance versus quota, and closing percentage. Under the Revenue tab, you can monitor the value of your won opportunities, average sales cycle, expected revenue versus revenue goal, top-earning accounts, lead sources, and revenue loss.
- Email (Microsoft Outlook, Office 365, and Google Workspace)
- Accounting (QuickBooks Online, FreshBooks, and Xero)
- Customer support (Freshdesk, Intercom, and LiveChat)
- Email newsletters (Campaign Monitor, GetResponse, and Mailchimp)
- Marketing automation (ActiveCampaign, ClickFunnels, and HubSpot Marketing Hub)
- Phone and SMS (CallHippo, RingCentral, and Twilio)
- Social Media (Facebook, LinkedIn, and Twitter)
Salesflare integrates with almost 200 tools and software that fall into a wide variety of categories, including accounting, analytics, contact management, customer support, ecommerce, email newsletters, marketing automation, sales, and time tracking. You can also connect it with more than 4,000 apps via Zapier. Some of its most popular integrations are Facebook Lead Ads, Google Contacts, Intercom, Mailchimp, QuickBooks Online, and Slack.
Salesflare offers customer support via live chat or email from Monday to Friday, 9:00 a.m. to 6:00 p.m. Central European Time. It also has an extensive knowledge base that covers answers to basic questions about how to use Salesflare, as well as its sales pipeline management, sales automation, and lead generation features.
Ease of Use
Salesflare has a straightforward and intuitive interface that is easy to use and navigate. It features tabs where you can access your notifications, tasks, accounts, contacts, opportunities, workflows, insights, and settings. Its menu options are conveniently displayed and properly labeled. It is easy to use even for those with no technical knowledge, plus there are pop-up setup guides that tell first-time users what the buttons are for and what to do next.
If you want to learn more about Salesflare’s features and functionalities, you can access its knowledge base and tutorial videos. It also offers bi-weekly training and webinars about how to get the most out of your CRM.
If you’re not sure if Salesflare is the right fit for your business needs, below are some alternatives that you can consider:
Small businesses looking for easy-to-understand reports and sales insights
Sales teams that require built-in calling features to contact leads
Businesses wanting a free, no-frills CRM with basic features for unlimited users
Free or $12.50 per user, per month
Free or $15 per user, per month
Free or $45 per month for 2 users
*Based on annual billing. Monthly pricing is also available at slightly higher rates.
You can also check out our guide to the top six CRMs for small businesses to see more options.
What Users Think of Salesflare
The majority of users who posted Salesflare reviews online find the CRM easy to use because of its simple yet intuitive interface. They are also pleased with its powerful automation features, extensive third-party integration options, and prompt customer service. Aside from that, they find its email and customer engagement tracking capabilities to be particularly useful. Most of the Salesflare users said they had no negative comments about the CRM.
As of this writing, it has earned the following scores from the most popular review sites:
- G2: 4.7 out of 5 based on 187 reviews
- Capterra: 4.7 out of 5 based on 119 reviews
- TrustRadius: 9.5 out of 10 based on 20 reviews
Salesflare offers a robust set of contact and sales opportunity management features, as well as a wide variety of third-party integrations. Even though it is packed with powerful CRM functionalities, it is still very easy to use and navigate because of its intuitive interface. Its prompt customer support also adds to its long list of advantages. While it’s missing a free plan and an in-app dialer, it is still one of the best CRM options for B2B companies.