The visual overview, inetgration woth other systems is key in software nowadays: you all get this with SF!

Having all your former contacts and conversations available from the start of using Salesflare is really a time saver!

No integration (yet) with Messenger apps since a lot of client and prospect conversation is done with messenger apps nowadays

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.

Automatically tracks your inbox so that you can easily convert any contact into an account. Then, you can start tracking opportunities.

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.

Generally easy to use. Followup of opportunities in an easy screen.

The way contacts are added is quite confusing. I have to keep adding contacts manually on a daily basis, takes too long, wish it was more automated. need mass dismiss / complete task option. Im not able to use it to make major improvements in my sales funnel. Its designed to be used everyday and always updated. If I take a few days off, im left very far from where I am.

The premise for Salesflare is that it reduces the need to enter data into the system, especially when you have to add new leads to your system. It does this by integrating with email systems and scanning emails for signatures that contain phone numbers, addresses, etc. It does this well. Other integrations with e.g. calendly and the calendar apps ensure that booked meetings are always logged. You can organise your pipeline visually in different stages which makes it easy to get an overview.

I also tried to use Salesflare in a B2C context but unfortunately it doesn't thrive there because the fields like company name are crucial for the working of the system. Salesflare also created a feature for email marketing a while ago but when I tested it, it was lacking features such as reply-detection so I stuck with my other tool.

Awesome

I really love the workflow management feature in Salesflare that helps me automate 40% of my team's sales tasks. Overall its a highly customizable and robust tool for SaaS sales professionals.

Not anything worth mentioning just a couple of upgrades like email customisation etc would really make this fly

We manage a large intake of client information all with different attributes. Its hard to communicate effectively and simultaneously with so many moving parts. The platform has allowed us to track, communicate and ordinate efforts with great efficiency and minimize replication.

The workflow features and organizing different clients in specified pipelines allow us to streamline our target audience effortlessly

the reporting functions could be a bit more detailed.

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.

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.

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.

Overall Salesforce is great. I am very happy with their email tools. The website is pretty easy to use and the email tools are pretty great. However, I found the User Interface to be quite complex and not the best. But overall, I am happy with it for now. I recommend Salesforce to people who are very comfortable doing basic tasks on a computer.

Salesforce does a great job of providing a full suite of tools for managing your company's leads, contacts, and opportunities. The email tracker features are great for helping to keep track of sales-related communications. However, the user interface could be improved in terms of general usability. It also has a nice email tool that allows you to create accounts and send bulk emails. The email tools are great though, and most importantly, Salesforce is very reliable and stable. Salesforce is a very powerful software that can be used for all sorts of small business applications as it is very small to medium business-centric.

I think the interface could be better, but it does the job. Also, their pricing could be a bit cheaper. If you have a larger account with Salesforce, it will be more expensive than some other tools out there, but it is still relatively affordable.

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.

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!

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.

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.

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!

Managing Clients through email and spreadsheets was getting chaos at RTIwala Services. Whereas other CRMs are too complex to understand and use.

It's simple and easily understandable UI & UX. Availability of many advanced features like tagging, lead enrichment and custom fields. The RTIwala Team is in love with Salesflare and their support.

Nothing as such. Just looking for more native integrations particularly with WooCommerce, Weebly and Shopify.

Team communication improves very much since you have at every phone call all relevant communication of your colleagues at hand, even when you were not copied on it initially.

All past (and future) communication automatically appears in the right format and well organized just by indicating your accounts and related teams

Nothing really. There is much more possible with the tool than I can use for now.

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.

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.

“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.

It's incredibly easy to input a new client/account, click and drag them through the sales funnel, update notes, etc. My client relationships, service, account management, and financial records are running so much smoother.

I would like to be able to input contact information on the "create new opportunity" form.

Fantastic!

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.

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.

An easy to use CRM with a lot of possibilities once you get deeper into using it.

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.

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.

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.

1. Campaigns 2. Opportunities 3. Zapier integration 4. Website tracking 5. Email tracking

This platform has everything that my small marketing agency needs to track and manage our sales process.