Salesflare vs. vCita

Salesflare is recommendable for any business that runs a lean sales setup with a website for lead generation, empowered with maybe cold outreach and/or lead nurturing. Mostly so for small-to-medium sized businesses: they can save a ton of time/money generating more revenue with their human sales efforts, while Salesflare does the rest of the job.

It makes client communication extremely easy - we can message and schedule online appointments. Clients really like those options. We also like the online payment portal. That way clients can pay at their convenience, and we don't end up with credit card information that requires PCI compliance. It also helps with payments. It would also help with invoicing, but unfortunately, there are only 3 linked payment options (Square, Stripe, and PayPal). If you don't use one of those payment processors, you cannot link to billing.

Incentivized

• Workflows are easy to create and very effective for bulk messaging.
• I like the email templates that I can set up and re-use - very convenient!
• The phone app is good - I can access a contact right from my phone and call them. When I make a call, it automatically opens a note for me to create a time-stamped record of the call.
• I also like that fact that I can add customized contact and account fields. This is a big help in allowing me to do pretty precise "sorts".

• Very easy implementation of a contact/scheduling widget.
• Allows for scheduling of appointments with clients. The setup is easy and the allotted times can be changed as needed. Easy for the client to use as well.
• Managing communication between individual clients is easy as well.

Incentivized

• Salesflare automatically captures and organises data about leads so it can effectively surface the ones that require your attention. It also provides you with the tools to do just that. What it doesn't cover as much right now is feeding top of the funnel: I would for example happily pay extra to have a website visitor identification functionality into the mix.

• Syncing with our google calendars has some flaws or is just not clear
• Messages show unread when they have been read

Incentivized

The pipeline, which is the core of the platform, is very clear and full of features. On top of that Salesflare added automations, integrations, plugins and emails. You can easily get your leads there from any platform and nurture your leads until you get the deal done. I think any business can benefit from using this sales CRM.

Overall - easy to use. There are some missing features (like fillable pdf forms), and it also requires using certain credit card processors to link billing (otherwise it doesn't work).

Incentivized

Hit them on Chat support, and you are gonna get a response within a few minutes (if not in a few hours, during weekends) But they are gonna keep following with you till they make sure that your query has been resolved. Keep it up!

I do miss the days when I could easily call up a rep and talk to them about any issues I had with the service. But I still do hear back from the customer service rep during the week within 24 hours.

Incentivized

The learning curve and ease of use are virtually non-existent, and the interface is straightforward. Other products we've tried or evaluated have been too complicated and customizable. It's easy to start using Salesflare right away. Salesflare can be thought of as a better Pipedrive. With the same easy-to-use, low-barrier approach to getting started, it ups the ante when dealing with data, enriching and automating it.

vCita has been very responsive to our needs and desires for improvement in certain areas. We have appreciated the level of support we receive when a problem arises. Our biggest gain when moving was the reliability of this product's teleconferencing integration with Zoom. With OnCall we had trouble onboarding people, difficulty with the app they used going down, etc. We also had expectations about progress with Forms that we unmet.

Incentivized

• I save dozens of hours each month managing new clients and leads, Salesflare easily pays for itself each month
• Between the great mobile app and integration with Gsuite, Salesflare is the perfect CRM for the mobile user. I no longer feel chained to a desktop to manage my leads.
• I used to have a Love-Hate relationship with CRMs but now actually enjoy using a CRM since using Salesflare and feel like I actually realize the value of using a CRM.

Incentivized

• The initial cost was high compared to other options but the features in the base level allowed even the smallest of business to grow into the paid version of the service.
• The time saved with self service bookings and profile management for customers has been a big plus and made the purchase of the service worthwhile.
• The constant improvements to the platform have been enough to continue to use the service as it develops into a competent CRM.

Incentivized