Salesflare Review: Is It Right for Your Business in 2023?
Jess served on the founding team of a successful B2B startup and has used a wide range of sales and marketing tools over the course of her 15-year career. She uses her industry knowledge to deliver the best answers to your questions about sales tools and sales management.
Jill is a writer at Fit Small Business specializing on Customer Relationship Management (CRM) software.
This article is part of a larger series on CRM.
Salesflare is one of our recommended customer relationship management (CRM) software for solo users and a solid option for voice-over-internet-protocol (VoIP) integrations. In our evaluation, Salesflare ranked high in specialized CRM features, particularly lead scoring and workflow automation. We scored it a little lower in customer service as it only provides support during business hours, and has no phone support.
Overall Score:
4.43 / 5
What We Like
- Has a drag-and-drop visual pipeline
- Integrates with a wide selection of third-party software
- Comprehensive engagement tracking tools
- In-depth, real-time team and revenue insights
What's Missing
- Lacks built-in dialer
- Limited customization options
- No free plan
- Does not offer phone support
When to Use Salesflare
- Solo users: Salesflare is great for single users looking to automate their customer and sales data entry.
- VoIP integration: Its integration with RingCentral makes it easy for users to make calls directly from their CRM.
When to Use an Alternative
- Free CRM: Salesflare doesn’t have a free option. Check out other providers you can use without charge.
- Startups: Check out our top picks for providers that cater to startup companies.
- Ecommerce CRM: Read this guide for top CRM options to manage your online store.
Salesflare is a CRM system that provides companies with data entry and workflow automation tools. It also offers features for email campaigns, email and website engagement tracking, and a mobile app. Salesflare works best for client-focused solopreneurs and small businesses looking for an easy-to-use CRM with robust task automation features.
Salesflare Deciding Factors
Supported Business Types | Small sales teams to enterprise-level companies, depending on the plan chosen |
Standout Features |
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Salesflare CRM Pricing |
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Contract Duration | Monthly and annual plans are available |
Key Integrations |
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Customer Support | Live chat and email, 9 a.m. to 6 p.m. Central European Time, Monday-Friday |
Salesflare Alternatives
If Salesflare doesn’t meet your business needs, below are some alternatives you can consider:
 |  |  | |
|---|---|---|---|
Best For | Businesses that need a robust free CRM with advanced email marketing tools | Companies that need visual representations of their sales pipelines | Businesses that want an affordable CRM with excellent analytics tools |
Starting Price | Offers a free plan while paid plans start at $50 per month for two users | Starts at $14.90 per user, per month | Offers a free plan while paid plans start at $14 per user, per month |
Interested in learning about more providers that might prove suitable for your business needs? Check out our guide on the best CRM for small businesses.
We scored ]Salesflare pricing 4.5 out of 5 mainly because of its lack of a free plan. Its paid pricing scheme is composed of three paid tiers, and all plans support an unlimited number of users. It also includes CRM data input automation features, email, link, and website visit tracking, as well as personalized email campaigns. Monthly fees range from $29 to $99 per user, monthly, billed annually. You can also sign up for a 30-day free trial for its Pro plan.
Plans | Growth | Pro | Enterprise |
|---|---|---|---|
Best For | Freelancers and individual users | Small sales teams | Mid-sized businesses |
Monthly Pricing ($/User/Month) | $35 | $55 | N/A |
Annual Pricing ($/User/Month) | $29 | $49 | $99 (minimum 5 users) |
Unlimited Users & Contacts | ✓ | ✓ | ✓ |
Automated CRM Data Input | ✓ | ✓ | ✓ |
Email, Link & Website Tracking | ✓ | ✓ | ✓ |
Mobile App | ✓ | ✓ | ✓ |
Personalized Mass Email Campaigns | ✕ | ✓ | ✓ |
Email Finding Credits | Up to 25 emails | Up to 500 emails | Unlimited emails |
User Permissions | ✕ | ✓ | ✓ |
Data Migration | ✕ | ✕ | ✓ |
Dedicated Account Manager | ✕ | ✕ | ✓ |
Custom Training | ✕ | ✕ | ✓ |
Click on the drop-down menu below for more information on Salesflare’s plans:
The Growth plan includes basic CRM features, such as contact and account management, opportunities, email management, 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. It also offers 25 email-finding credits, which let users search for emails on LinkedIn from their Salesflare dashboard.
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 your team can access, edit, and delete, as well as create view-only users. In addition, you get up to 500 email-finding credits, making it easy to search for the contact information of potential leads.
Out of all the Salesflare plans, the Enterprise is the only one that requires a minimum of five users. This tier offers all the features and capabilities included in the lower-cost plans. It also allows your team to receive custom training and data migration services.
Moreover, you get a dedicated account manager who will follow up on your questions and needs related to your CRM account. It also has an allocation for unlimited email-finding credits.
Salesflare Features
Salesflare offers CRM features like lead and contact management, collaboration, and project delivery features. It provides automation features that allow your reps to sell more proactively and spend less time on repetitive tasks.
We gave Salesflare general features a score of 4.13 out of 5 because it is equipped with features that help users streamline various CRM tasks. These include contact management, lead scoring, and sales processes using visual drag-and-drop pipelines and workflow automation. It also provides insights into your sales performance and tracks all your customer interactions.
Below are some of the general features of Salesflare:
- Contact and organization management
- Task and event management
- Lead management
- Opportunity management
- Customizable sales processes
- Mass emailing
- Email marketing campaigns
- Visualize leads with Kanban board
- Web-to-lead capture
Salesflare’s dashboard shows the different pipeline stages (Source: Software Advice)
We gave Salesflare a score of 5 out of 5 for its niche features as it includes advanced features like lead scoring, email marketing, workflow automation, and project management. We also like its email-finding feature, allowing users to search for leads’ emails on LinkedIn.
Salesflare has a contact data enrichment feature that collects lead data from emails, social profiles, and other public resources to fill in 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.
Here are some functionalities under Salesflare’s workflow automation feature:
- Contact enrichment
- Document management
- Email workflows
- Saved filters
- Automatic logging of phone calls and meetings
- Automatic email and calendar synchronization
Salesflare’s workflow automation feature allows you to automate tasks based on predetermined conditions. (Source: TrustRadius)
Salesflare allows all team members to access a central address book where customer contact data is stored. You can share an account with them so you can start collaborating and allow them to follow customer conversations that they participate in.
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, then Managers to lead the user group they are part of.
Here are some functionalities under Salesflare’s team collaboration feature:
- Customer conversation monitoring
- User permissions
- Connection tracking
- Central address book
Salesflare lets team members tag one another to notify them of tasks that need attention and action. (Source: GetApp)
Salesflare’s dashboards provide you with sales performance 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, monitor the value of opportunities won, average sales cycle, expected revenue versus revenue goal, top-earning accounts, lead sources, and revenue loss.
Here are some functionalities under Salesflare’s reporting and analytics feature:
- Dashboards
- Team insights
- Revenue insights
- Engagement tracking
Users can download reports with actionable insights from the Salesforce platform. (Source: Salesflare)
Third-party Integrations
Salesflare’s CRM integrates almost 200 tools and software into various categories. These include accounting, analytics, contact management, customer service, 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 include:
- 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 earned a 3.25 out of 5 score as it doesn’t have phone support and is only available during business hours. 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 answers basic questions about how to use Salesflare, its sales pipeline management, sales automation, and lead generation features.
We scored Salesflare a perfect 5 out of 5 due to its straightforward and intuitive interface that is easy to use and navigate. It features tabs to easily access your notifications, tasks, accounts, contacts, opportunities, workflows, insights, and settings. Its menu options are conveniently displayed and properly labeled. Pop-up setup guides also tell first-time users what the buttons are for and what to do next.
We scored Salesflare CRM 4.43 out of 5 as most users who posted reviews online found the CRM easy to use because of its simple yet intuitive interface. They are pleased with its powerful automation features, extensive third-party integration options, and prompt customer service. They also find its email and customer engagement tracking capabilities useful.
Some negative comments are about its lack of a free plan. While users noted that it has great email marketing features, they would like to see improvements in its drip campaign capability.
- Capterra: 4.7 out of 5 based on 132 reviews
- G2: 4.8 out of 5 based on 215 reviews
- TrustRadius: 8.4 out of 10 based on 23 reviews
Methodology: How We Evaluated Salesflare CRM Reviews
To write this Salesflare review, we tested each system ourselves. We looked at crucial areas, such as pricing, the core set of features every CRM should have, as well as the level of customer support and ease of use. We also looked through existing CRM ratings about Salesflare from credible review sources.
Click through the tabs below for our Salesflare review evaluation criteria:
10%
Pricing
10%
General Features
30%
Niche Features
20%
Ease of Use
20%
Support
10%
Expert Score
10% of Overall Score
Cost is typically an essential criterion for any business, so it was one of our considerations when evaluating the cost-effectiveness of Salesflare. We usually give a high score to providers that offer a starter plan that costs $30 or less. We also check the availability of a free plan, scalable pricing options, and options to pay monthly or annually.
10% of Overall Score
We looked at overall features necessary for any CRM system, such as integration options, reporting, and analytics tools. We also considered the availability of a mobile app—which is important for sales reps who are always on the go.
30% of Overall Score
We looked at the niche and targeted features of the software to see the value a user can get by subscribing. For Salesflare, we checked if they offer specialized features such as lead scoring, workflow automation, and analytics.
20% of Overall Score
We evaluated Salesflare’s platform usability and the level of technical experience needed to use the system. This was analyzed in terms of the expertise needed to set up an account, the learning curve for learning to use its features, and the ease of integrating with other third-party applications.
20% of Overall Score
Support is a critical part of running any CRM tool, especially for small businesses that don’t have in-house technical support. We analyzed the types and availability of support offered by these providers through live chat, email, and phone.
10% of Overall Score
We looked through existing and best CRM reviews on credible sites to measure the level of satisfaction current users have and any problems they typically encounter. We also added our thoughts and expert opinion on key features, value for money, and popularity.
*Percentages of overall score
Salesflare Frequently Asked Questions (FAQ)
Who will benefit most from using Salesflare?
Salesflare can be used by various businesses—from startups to enterprise-level teams. It offers three paid subscription options that cater to varying business needs and sizes. Its automated data entry makes it one of our top choices for CRMs for solo users who need to keep track of their customer data by themselves.
When should I use a Salesflare alternative?
- Users who need a free CRM should consider other options, as Salesflare only offers paid subscription options. Check out our guide on the best free CRM software to learn about possible alternatives.
- Salesflare lacks a built-in dialer and requires integration with VoIP platforms. If you need one, consider HubSpot CRM or Freshsales instead.
Salesflare Review Bottom Line
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 effortless 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 solo users.
