Reviewed on 26/09/2018
CRM for Sales
Comments: Overall I’m thrilled. No more lost leads. No more forgetting what happened or when it happened. It conforms to my exact sales cadence. I’m so happy with it I have tried to convert all my friends who are entrepreneurs over to Salesflare – and no I’m not an affiliate of them so I don’t get paid. Oh, and did I mention that it keeps on improving? Yes, it does and when they roll a new feature out it has good documentation on it.
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.
Reviewed on 21/10/2018
Highly Recommended CRM
Comments: I use Salesflare to track sales opportunities. It is easy to use and makes it easy to see what I need to do next for each potential client to keep the sales process moving. I also use Salesflare to track communications in my Book Yourself Solid® Network of 90 and List of 20. I'm perhaps using it in a bit of an unorthodox way for this, but it works, and it makes it easy to see who I need to contact this month.
Pros: Salesflare is full-featured and easy to use. One of its key features is that it does the work for you. Between Salesflare and a couple of Zapier integrations, I can spend my time communicating with clients and potential clients, not entering their info in my CRM system. I like that it has a very visual interface, which makes it easy for me to see and track communications with clients and potential clients. I also like that it is easy to customize. Customer support has been great. They consistently reply to support requests quickly, with accurate answers that actually resolve my problem!
Cons: There's not much to not like... there was an outage a week or so ago, which hurt, but they did do a great job of keeping customers informed about the issue.
Reviewed on 12/09/2018
Powerful Software for managing clients and leads
Comments: Highly recommended if you are looking for a sales CRM that can integrate into your other systems and can streamline your teams methods for getting and retaining clients.
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.
Reviewed on 17/09/2018
It's a must for freelancers
Comments: I'm a freelancer and always struggled to get my lead generation process organized. Salesflare is one of the tools that will pay for itself. I signed up a few clients on a retainer basis which is super awesome!
1) The integration with Gmail and Outlook so I can add my leads on the go
2) The campaign feature. I use this primarily to nurture my leads and keep my client informed about the latest updates in their industry
3) The excellent support team
4) Suggestions for new people to add to the contacts every time I add a new account to the pipeline
5) Reminders to prepare for my meetings. Also, the reminders to take notes after my meetings
1) Lack of online scheduling tool with my leads similar to Calendly
2) The tool only reports that an email was opened but it doesn't exactly tell you who opened the email. I use another tool for this purpose so I'd love to see them bridging this gap in the future
Reviewed on 13/09/2018
Bare Bones But Dense With Features
Pros: What I like the most about Salesflare is the direct integration into Gmail. While other CRMs offer amazing functionality and features, more often than not they require you to use their integrated email service. As a small business, we use Gmail for our communication, file management, and scheduling. Having a light-weight CRM directly integrated into Gmail makes client managment easier and that's the most important feature for us.
Cons: Salesflare does suffer from a lack of compatibility with other sales based software. For example, we use Leadworx for our outbound lead generation. Leadworx integrates with CRMs such as Salesforce and Zendesk but Salesflare is not compatible which means we need to go back and forth between platforms to manage our lead generation and account management. The point of using Salesflare, for us, is to limit the need to switch between platforms.
Reviewed on 25/04/2019
Simple CRM with Expanding Feature Set to Get the Job Done
Comments: Really happy with the overall Salesflare experience. I currently use a couple of different CRM tools for various reasons but see myself using Salesflare as my go-to main CRM.
Pros: Nice clean dashboard for a quick snapshot of your sales cycle and lead pipeline. Excellent clutter free user interface with just the right amount of features without being overwhelming. Customer service responds quickly when you have a question or concern and they welcome customer feedback and product suggestions.
Cons: Overall a great tool, hard to find much to dislike. I'd like to see a few more native integrations instead of the majority of things going through zapier but I completely understand the thought process as native 3rd party integrations can be very time-consuming.
Reviewed on 08/11/2017
Fast, easy and reliable. It does what it says really well with a really nice UI.
José antonio S.
Comments: It saves me a lot of time, keep track of email openings, that way I know when a lead or customer sees my emails, also, I can see when they go to my website, which is great. The pipelines are really visual and customizable so it should work for any kind of business. It integrates well with IMAP, Outlook, Gmail and others, so you can track your communications in almost every email account.
Pros: Automates the lead data gathering and task making process, saving a lot of time. Also, it has smart reminders which are great for people like me that keep forgetting to do follow-ups. The UI is well made so you don't need to take any tutorial to learn how to use it, also, it has a mobile app that will let you keep track of everything on the go.
Doesn't have in-app email and it lacks a lot of native integrations, even though that it has Zapier.
It is really good, but these two points are what is left for it to be great!
Reviewed on 19/12/2018
Salesflare: Already Great and Getting Better
Comments: As someone looking for a CRM for a particular use in a particular field, I really like Salesflare’s look and feel, power and possibility. It is still a relative newcomer, but already feels accomplished and still on the rise.
Pros: Salesflare is a very capable CRM with a feel not unlike Salesforce, the behemoth that dominates this market segment. It started as a nimble, useful product, and keeps growing in its versatility and capability. It continues to add integrations—both direct connections as well as a host of other possibilities with Zapier functionality.
Cons: “With great power comes great responsibility”—somebody smart said that once, and they were right. Salesflare is like a veritable Swiss Army knife, with lots of tricks up its sleeve, but it takes a little bit of sweat equity to get it right. While you might be able to use that saw to trim your toenails, there are better options. All of those options are there in Salesflare, so give yourself a little time to grow into it.
Reviewed on 13/12/2018
Great sales pipeline management tool
Comments: Salesflare is fulfilling all our needs for managing multiple businesses and multiple pipelines with each business. Their customer service is quick and responsive. Initially, I had a couple of challenges utilizing the features fully but their team was there to support me and exceeded expectations.
Pros: The ability to manage multiple pipelines seamlessly and the insights dashboard.
Cons: The cost for adding team members is relatively higher than other similar small business products.
Reviewed on 17/10/2018
A Simple CRM Software with Hidden Possibilities
Comments: An easy to use CRM with a lot of possibilities once you get deeper into using it.
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.
Reviewed on 27/09/2018
New features added often
Comments: Salesflare support is quick and efficient. They reply back to questions within hours or even minutes, and the online help is fairly complete. The software is something I use every day.
Pros: SalesFlare has all the most-needed features of a CRM. I especially like how Saleflare goes out and adds social media contact information for my contacts - automatically! The pipeline feature is easy to use and helps me stay organized.
Cons: There are a few things I would like to be able to do that I can't do yet - send an email message to everyone in stage X of my pipeline. I would also like to be able to search my internal notes on a contact. But those are minor features.
Reviewed on 13/09/2018
Easy to use, manage, and track sales process.
Amati pettes, I.
Comments: How easy you can create campaigns and opportunities and track your contacts. You will have a lot of ways to track your leads with Zapier integration and others like website and email. The automation options are really useful. Salesflare also has an app that you can use when your away from your computer and is really really awesome.
3. Zapier integration
4. Website tracking
5. Email tracking
Cons: This platform has everything that my small marketing agency needs to track and manage our sales process.
Reviewed on 07/11/2017
CRM software that saves you time
Pros: Salesflare uses an "account-based marketing" CRM style. It pulls contacts automatically from Gmail (other clients available) which we can use to create new accounts. Later we can create opportunities in a kanban style. All communications are centralized under each account and all information is also available directly on Gmail. It also includes a short report feature which gives us insights about how we are doing in terms of new deals.
Cons: The tracking feature should be improved. Right now the system doesn't exclude IP's for tracking so if I open a "sent" email on Gmail it counts as "someone opened that email".
Reviewed on 20/09/2018
Excellent sales pipe line software
Comments: Salesflare has been an incredibly valuable tool for my sales process and my business. I'd recommend it to anyone.
Pros: As a busy sales person in the field, it always feels like extra work when it comes to updating CRM-type data and keeping track of my sales pipeline; Salesflare has an excellent and easy to use process to keep track of this and keep everything flowing. Huge fan!
Cons: There could be a few more integrations to make automation more available, but so far I like it a lot!
Reviewed on 15/11/2018
The Gmail integration is very powerful!
Comments: At the beginning, it looks like any other CRM but as we started using it, Salesflare is far better than others we have tried. The way it populates information automatically is magical!
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.
Reviewed on 15/03/2018
Easy to use CRM
Pros: Salesflare connects directly to your inbox so that you have access to your emails, contacts and calendar events from within their CRM without having to BCC email addresses or any extra hustle.
Cons: Searching for an existing account is not so intuitive as it could be. On a few occasions, I had to contact the support team to perform specific updates (e.g. change my profile picture) but this is really minor concerning the general usage of the platform.
Reviewed on 17/09/2018
Great CRM and Easy to Use
Comments: I started using it about 1.5 years ago, I would have to say its has been great as it helps me manage my sales funned and accounts.
Pros: Salesflare has done a great job developing and optimizing the software. The recent updates/revisions that have been released have made it a tool that I cannot run my business without.
Cons: Some of the way the information can be shared has clunky - perhaps I need to take some time and learn more of the functionality.
Reviewed on 17/01/2019
An incredible CRM
Comments: We love this Salesflare email tracking as it helped us with email tracking and saved lot's of money in email tracking solutions. Secondly, the manual data entry has been stopped after joining the Salesflare.
Pros: We love Customer Support as CSR is always there to help us. And it has so many awesome features which will help you in saving money on cold email campaign tools.
Cons: We don't like the ever filling timeline when it's capturing even those irrelevant emails as such. Plus it's quite complicated to understand and manage accounts, contacts and opportunity. I wish if there's more native integrations.
Reviewed on 13/04/2018
Salesflare is a very decent and functional CRM that is amazing and will meet most people's needs.
Craige hardel -.
Comments: Notification on when the client receives my correspondences Multiple pipelines for multiple services - very cool
Pros: Pros: Automated filling of records. Salesflare makes finding contact and account information easy with its technology and finds an fills relevant data including their social profile, company sizes, and email addresses Insights column: allows you to see and track your CRM and potential prospect numbers and finances Task notifications and Android mobile app: very well built app and task notifications including when someone opens your email came in pretty handy
Cons: There could be more automation. My use case was more advanced but I would have been nice to have lead scoring and the ability to reply to an email from CRM and even track emails from the app Ability to turn the automated importing of contacts off Ability to edit deals faster - it's decent but more could be done to improve the interface.
Reviewed on 20/09/2018
Simple to Use With Just The Right Features
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.
Reviewed on 07/11/2017
Great CRM Tool!
Pros: What works well is the simplicity of using the app. It's easy to import leads from a variety of platforms, assign them to the appropriate team member and sales funnel. The system automatically updates all email communication and meetings. In addition you can add files to the contact record. It's ability to automatically detect information from the company website is also great.
Cons: The only downside we have found to this tool is that the percentage calculations used for the sales funnel conversions are not standard and not entirely useful.
Reviewed on 11/03/2019
Great CRM for sales-oriented teams
Simple to set up and to use, with no unnecessary features. Just focus on the sales and let Salesflare do its thing for logging and tracking.
- well integrated with the G Suite
- tracking of phone calls, notes, and follow-ups
- Zapier integration
- mobile apps - very helpful for logging tasks and tracking
Cons: I would prefer more advanced visualizations and reporting.
Reviewed on 13/11/2017
Great "Smart" CRM
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.
Reviewed on 10/04/2018
The tape that holds my connections together.
There is no shortage of CRM options, but, salesflare stands head and shoulders above the others.
'It Just Works', so that I don't have to. Seriously, there syncing ability saves me hours a week.
Salesflare is a monster powerhouse underneath. The short of it: This is the final resting place for my contacts.
There is a slight learning curve, but, once you have wrapped your mind around it, it is smooth sailing.
All my others are now void due to the wonderful recent updates. Rock on Salesflare.
Reviewed on 20/09/2018
Best of my tests
Comments: A little bit of a learning curve as to the overall scheme and plan of use but not bad. It integrates so well with gmail and contacts etc.
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.