This is a great tool. It is intuitive to use and picks you up on the go, because you do not have to do a big intial import run of data or anything. It has just the right balance between features and the depth of their customizability. For a small company or soloprenneur, this simply is THE tool. also, If you ever outgrow anything it provides it runs on Zapier to provide integrations with more specialized tools. It all is held together by the Customer support, which is lovely to work with and provides tons of clear, useful advices and...well support.
Pros
This is build around your Email Inbox. It is perfect If you do not want to enter Data all the time but run a sales Pipeline. Salesflare claims to just adds Value without requiring to invest time in making this possible. I was critical at first and watched all the educational Videos on their youtube channel. Then I understood: Salesflare enables you to dissect Information from your mails and create customers, Comapnies (Accounts) etc. from it. Then you setup your Sales pipelines and create opportunities. Basically Salesflare keeps your sales activities up to date, because it lives on your Email communication. The concept works for me and with a new businescard scanner available just now, it makes setting up new prospect data even easier and saves me time. The Best thing is, the Customer support is just awesome. I git replies to any and all of my questions and schould I ever come across something not possible I most often got an Ide on how to work around something I was missing.
Cons
Honestly, there is not much. I came across two bugs, which have been fixed since then (wich is great). None of them was a dealbreaker. I find it a bit Pricy for a startup when I plan to bring assistants in which are working only a couple of hours per Week ... but then again Salesflare simply is worth the money.
Rating breakdown
Likelihood to recommend: 10/10
Support has always been so fast and helpful. I bought this through an AppSumo lifetime deal and have had conversations via chat with founders (I think). They really helped me understand how to use this software for my specific need - a music school with students as the accounts.
Pros
Automatically tracks your inbox so that you can easily convert any contact into an account. Then, you can start tracking opportunities.
Cons
Originally, I had to figure out how to import my existing contacts. That was not easily understood - apparently, they expect it to just happen over time with instant Gmail tracking. However, they did a manual import for me.
Hey! Contacts get created automatically based on your inbox and calendar. This happens at the initial sync and then progressively over time. If you like to have contacts imported from elsewhere too, then we're always more than happy to help. Just hit us up on the chat, but it looks like you already did!
Rating breakdown
Likelihood to recommend: 8/10
We were working with SFDC but this didn't really do it for us. The hygiene was a nightmare. The tool wasn't used enough and the data became stale and therefore unreliable. We looked and found a lightweight tool that lives on top of you inbox and does all the things SFDC never did.
Pros
Salesflare provides a seamless experience between your salespipeline and your email inbox your cellphone and any other app you are using in the sales process. It automatically syncs all the activities. As a result your CRM becomes very clean. Forecasting is becomes more reliable and adoption of the tool among different sales reps is no longer a problem.
Cons
There are some missing features specifically around account management. However I am confident that these features will be build and added in due time.
Rating breakdown
Likelihood to recommend: 9/10
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.
Rating breakdown
Likelihood to recommend: 10/10
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.
Rating breakdown
Likelihood to recommend: 10/10
14-day free trial, no credit card required.
Annual billing: €30 per user, per month
Monthly billing: €35 per user, per month
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