Salesflare

CRM for Sales

주석: 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.

장점:

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.

단점:

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.

Great for student management

주석: 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.

장점:

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

단점:

the reporting functions could be a bit more detailed.

On the right path

주석: Salesflare seems very promising and I believe they are on the right path. It might be just a little bit longer until it can compete with larger CRMs but they have done well with their integrations and some of the key features.

장점:

I like the visualization the most. It's so easy to see your funnel and progress toward the goals which keeps motivation high. It integrates with a lot of other services and there is an iOS app which makes it useful on the go. I love the gmail integration and how it tracks the company and the other potential contacts.

단점:

It's still a bit difficult to use, they are ironing things out as they go but it's young company and some of the functionality is still a bit clunky. I use it in conjunction with other CRMs to add details to contacts and track emails.

Not sure what to do without it really

주석: 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.

장점:

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.

단점:

There are some missing features specifically around account management. However I am confident that these features will be build and added in due time.

Seamless and robust

주석: Awesome

장점:

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.

단점:

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

Best CRM I ever used

주석: Pipeline Management
Monthly Forecasting time improved by 300%
Campaign Management

장점:

Ease of use - almost no data entry Powerful functionalities Scan business card in to contacts Email workflow

단점:

Software provides what I need ... so no negative feelings There is maybe more hidden functionality which I need to explore

Less input, fairly easy to use

장점:

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.

단점:

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.

A great platform for managing leads and opportunities

주석: 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.

장점:

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.

단점:

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.

The CRM for the rest of us

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

장점:

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

단점:

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

Powerful Software for managing clients and leads

주석: 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.

장점:

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!

단점:

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.

Salesflare Review

주석: I have been using Salesflare for over 6 months now, and it has helped me get to know my customers better. Salesflare is an amazing CRM app that has helped generate more leads for our company. I would definitely recommend it to anyone in marketing, sales & customer success.

장점:

What I most liked about Salesflare is that it makes my life a lot easier. The software has made it way easier to automate emails, track leads and customer information. This means that I can save a lot of time, which is something every salesperson loves!

단점:

The only con of Salesflare, in my opinion, is that it's not the most intuitive software. It took me a while to get used to some of the functions and how they interact with each other. That said, once I did get used to it, I was able to do some really great work!

Highly Recommended CRM

주석: 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.

장점:

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!

단점:

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.

Love this product and ease of use

주석: Overall love the product and ease of use and have recommended to several friends at other companies

장점:

Salesflare was super easy to set up and implement; connects easily to email and is very user friendly and easy to customize as needed

단점:

Sending email drops - use to be a lot easier but then "enhancements" were made and it's not nearly as intuitive and user friendly as it was previously for bulk sends. If you are sending journeys or more advanced sends the enhancements are probably a good thing but for how I use it, it's a lot more difficult now.

It's a must for freelancers

주석: 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!

장점:

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

단점:

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

Excellent sales pipe line software

주석: Salesflare has been an incredibly valuable tool for my sales process and my business. I'd recommend it to anyone.

장점:

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!

단점:

There could be a few more integrations to make automation more available, but so far I like it a lot!

Easy to learn, easy to use and phenomonal customer support.

장점:

Simple, easy to use. Isn't bogged down with a confusing and complex interface that plagues a lot of CRMs. The customer service is quite literally, the best I have experienced. Questions are responded to promptly and clearly and new features are communicated clearly and efficiently. If the system hasn't been able to do something we wanted, the staff went above and beyond helping us build a custom workaround solution.

단점:

Few minor quality of life features were missing, when we first started using it, however, they have since added these in.

Great CRM for sales-oriented teams

장점:

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

단점:

I would prefer more advanced visualizations and reporting.

CRM Software that takes a while to get used to but so far I find it to be a good value.

주석: This software is a nice CRM system. Especially if you have a small team. I have three salespeople, so this system works well for us.

장점:

We starting using this software after switching from ACT! This software has a lot of moving parts and one of the features I like most is when we receive e-mails, it attaches it to the customer's file. I will say with all the communication we have via e-mail. That feature is key. It's on most CRM systems but I have found that it works very well on Salesflare.

단점:

The Mobile App can be hard to log in to at times, I'm not sure why but it can be glitchy. I'm sure they will work on a patch to fix that. It works but sometimes it will sign me out and take a while to get back in. This software like all CRM systems takes a while to get setup and working how you want it too. But, I will say it's easy to do just takes time.

My favorite CRM so far

주석: When we brought Salesflare on board, we were running off dozens of spreadsheets and it was unbelievably cumbersome. Our office was a group of 50-somethings who did things old-school. Then they hired me, and I dragged my favorite software with me, and made converts of them all. Do I hear an AMEN?

장점:

I know I'm not using Salesflare to it's full capability - I'm still learning about all the features and integrations and how best to use them for our business. But it's easy to use "out of the box" without a ton of training to make it (me) functional. The more I use it, the better I like it.

단점:

Sorting customers using filters is pretty awkward. If there's a way to make this easier, I'd love it even more.

Great tool!

장점:

Easy of use, nice mobile app, smooth integration with email and meeting schedule/follow ups. Great customer support and feedback input.

단점:

Lacks a bit of customizations re deals terms options and budgeting options other than that works great

Salesflare is simple and clear

주석: I use a high end CRM that has it's own opportunity management system. However, I found it clunky to use, and I turned to Salesflare because it was so visually easy to look at. And, that has made a huge difference. Combined with intelligent contact and company data lookup assistance, it makes it really easy to track where everyone is in the sales process.

장점:

Salesflare makes it easily to look at open sales opportunities in a single glance and decide what is most important to move people forward.

단점:

I haven't really run into any big trouble with Salesflare - I think tighter integration with my primary CRM would make a big difference, but I haven't actually taken the time to look into whether that is already possible or not, so can't say it is a weakness of Salesflare.

Easy To Use And Does The Job

주석: I've had a great experience with Salesflare. It's worth at least a free trial!

장점:

I like the task list, it easily allows me to see a complete picture of my prospecting for the day. I also like the ability to easily change my pipeline. I also like the ability to easily take notes and forecast sales based on my pipeline activity.

단점:

I would like to be able to prioritize my pipeline and easily change the order of my prospecting, which is possible, it just takes a little more thought.

CRM software that saves you time

장점:

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.

단점:

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".

Great support, great team and guys know what they are doing!

주석: It helped me to optimize my sales automatically.

장점:

1 - Have all the CRM basic functionality 2 - Have integrations 3 - Coolest Marketers 4 - Product does almost everything

단점:

1 - Don't have a complete CRM, Marketing and Sales features together 2 - No cons other than that. The team is great.

Great CRM

장점:

Salesflare is a fantastic crm its gmail integration allows management of tasks, accounts and opportunities without leaving your inbox. It intelligently pulls social feeds for your clients as well

단점:

The dashboard could be improved and the ability to track task activity