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Salesflare

Score6 out of 10

22 Reviews and Ratings

What is Salesflare?

Salesflare headquartered in Antwerp offers their small business intelligent CRM, providing automated event tracking and related features designed to aid the operations of SMBs.

Media

the visual, drag-and-drop sales pipeline used to track leads.
the centralized dashboard to visualize conversations with leads.
an example of the sales reporting.
where to send email sequences or automated email campaigns from within a CRM.
how a connected CRM can be used from within an email inbox, to stop switching tabs.
where to add and track leads straight from LinkedIn, with a built-in email finder.

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Top Performing Features

  • Contract management

    Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

    Category average: 7.8

  • Custom objects

    Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

    Category average: 6.8

  • Integration with email client (e.g., Outlook or Gmail)

    Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

    Category average: 7.8

Areas for Improvement

  • Call center management

    This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

    Category average: 6.9

  • Quote & order management

    Users can create, process and fulfill price quotations and sales transactions.

    Category average: 7.7

  • Territory management

    Users can defines salesperson territories based on customer or market characteristics.

    Category average: 7.2

A very useful tool for a startup

Use Cases and Deployment Scope

As startup CEO, I have the financial and commercial responsibility of the company. I use personally Salesflare to manage deals with customers (in B2B), with distributors and with investors. In my case the need is to have a tool that is easy to use, flexible and simple to integrate with the other tools I use.

Pros

  • Create simple workflows
  • Add accounts and contacts
  • Manage deals

Cons

  • It could be useful to notifications of events in a more structured way

Return on Investment

  • The main positive impact on my business is the speed up of customer engagement process

Usability

Love Salesflare - Easy to Integrate and Use CRM

Use Cases and Deployment Scope

I have used Salesflare for several years and it's been great to see all the enhancements they have developed over the years. They are keenly in tune with their subscribers' needs and are always looking for feedback to help shape product development and refinement. We are a small company with limited budgets and have found that the sales tracking and email sends are a huge assistance in streamlining our process and ensuring that we can accurately forecast our pipeline. I highly recommend Salesflare to companies of all sizes looking to streamline processes and create an easy integration with their email platform.

Pros

  • Sales Pipeline Tracking
  • Email Bulk Sending
  • Email tracking

Cons

  • Honestly can't think of anything at this time

Return on Investment

  • Salesflare has helped us keep track of our sales pipeline and ensure that nothing is forgotten
  • Easily forecast from the sales pipeline

Usability

Salesflare - all you need in a CRM

Use Cases and Deployment Scope

I am a one-man shop and I do sales. I send a lot of emails so I use the Salesflare email workflows a lot. It works really well and I get good stats from it - who opened, who clicked, etc.

Pros

  • 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".

Cons

  • I would like them to add integration to iPhones so I can dial directly from the PC.
  • When I download contact information, I end up having to download every field(there are a lot of fields!). I would like to be able to select the fields I need and limit the download to just those fields - basically a simple report builder.

Return on Investment

  • As a start up, Salesflare was perfect for me. It was easy to get up and running; easy for me to import my contacts, and easy to earn the features.
  • I like the price point - lots of features for a reasonable price.

Usability

Other Software Used

Microsoft 365, ZoomInfo Sales

Salesflare Anticipates what I need and saves me time

Use Cases and Deployment Scope

I am loving the Salesflare integration into my gmail inbox - It is intuitive and helps me stay on top of my follow ups and reach outs. This CRM simplifies my sales and client management process and thinks of things that I miss. The integrations with mailchimp are also great!

Pros

  • Integration into gmail inbox
  • anticipates follow ups and to-do items and makes recommendations
  • tracks communications with accounts automatically

Cons

  • I would love to see workflow integrations with mailchimp - not just contact/account integration

Return on Investment

  • Increased connections with potential clients due to tracked interactions and scheduled tasks
  • saved me time doing data input with auto populating functions - leaving me time to build my business vs manage it
  • space for notetaking allows me to track conversations and remember key points improving customer relations.

Usability

Alternatives Considered

monday CRM

Other Software Used

Zapier, LinkedIn Sales Navigator

Salesflare

Use Cases and Deployment Scope

We needed a simple CRM that didn't cost a fortune and that was easy to use.

Pros

  • Customer service is excellent
  • Very easy and intuitive to use
  • Clear visual representation of data

Usability