Salesflare

Avantages

convenient to use and add leads to
decent mobile apps with notification and access to support

Inconvénients

Integrations break sometimes so need to monitor
custom fields can be cumbersome to manage

Alternatives envisagées 

Pourquoi choisir Salesflare 

Logiciel antérieur 

Pourquoi passer à Salesflare

Avantages

-They automatically integrate your contacts from your email-You can create and send email marketing campaigns directly within the CRM-You can send emails directly from the CRM and track them-Ability to manage different sales pipelines, great if you have different business lines-Founder is very active-Support is great

Inconvénients

-I would like to see more integrations, especially for lead collection.

Alternatives envisagées 

Pourquoi choisir Salesflare 

Logiciel antérieur 

Avantages

The customer support team are really helpful and they go above and beyond to fix any issues and support you to navigate the unnecessarily difficult software platform.

Inconvénients

It's just built as a cheap pipeline reporting tool for small businesses, it really lacks a lot when you start thinking about using it as a complete contact management tool. Navigating it becomes a chore rather than an asset.

Another thing to think about is that if you have a lot of data to feed into a CRM then this is not the tool for you. It's so complicated simply because their algorithms for consuming the data are so dense. Filled with errors and retries, lots of hours wasted.

Avantages

Salesflare has all features out of the box. Is very easy to implenet and customize.

Inconvénients

I would like to see an overview of tags that we associated with contacts / accounts.

Alternatives envisagées 

Pourquoi choisir Salesflare 

Logiciel antérieur 

Pourquoi passer à Salesflare

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Pourquoi passer à Salesflare

Avantages

The seamless Google integration, the fully functional mobile app, and the possibility to endlessly enhance capabilities with integrations.

Inconvénients

A proper email sequence/drip functionality is missing. Campaigns are really strong, though, as well as easy to implement.

Alternatives envisagées 

Pourquoi choisir Salesflare 

Logiciel antérieur 

Pourquoi passer à Salesflare

Avantages

Salesflare is an excellent tool for managing customer relationships. Its interface is intuitive and easy to use, and it has a wide range of features that allow users to track and manage their client relationships effectively. The integration options allow users to sync their existing data and contacts, while the automation tools enable users to quickly respond to inquiries and follow-ups.

Inconvénients

One of the drawbacks of Salesflare is the lack of support options. While the customer service team is generally helpful and responsive, there are limited options for more complex requests. Additionally, the pricing model can be costly for some users, especially those who need more advanced features.

Avantages

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

Inconvénients

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.

Alternatives envisagées 

Pourquoi passer à Salesflare

Avantages

I've used Salesforce at my "day jobs" in the past and other crms like Swell System. Both are amazing but I never felt as comfortable as I do within the Salesflare system. It's simple and fills out most info on your contacts and leads on it's own. I can keep track of my prospects and use Salesflare as my own.

Inconvénients

The speed could be improved a bit but I've noticed a good number of CRMs are a little slow when saving new notes within individual contact cards.

Avantages

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

Inconvénients

the reporting functions could be a bit more detailed.

Alternatives envisagées 

Pourquoi passer à Salesflare

Avantages

I am thrilled with the intuitive automation that effortlessly generates and organizes leads, saving valuable time. The seamless email integration provides invaluable insights, enabling personalized follow-ups. The AI-driven deal scoring and contact enrichment enhance our efficiency, allowing us to focus on meaningful customer interactions. With excellent support and a user-friendly interface, Salesflare elevates our small business's CRM experience to new heights.

Inconvénients

I have found that the pricing can be a bit higher for our small business. Additionally, the learning curve was initially challenging, requiring time to fully grasp all the features. While the platform is generally customizable, I would appreciate even more flexibility to tailor it precisely to our unique business needs.

Avantages

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

Inconvénients

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

Avantages

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.

Inconvénients

“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.

Avantages

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.

Inconvénients

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

Avantages

I love that I can easily track my sales projects through their lifecycle and easily refer back to them when needed.

Inconvénients

I haven't found anything that I don't like about this software.

Avantages

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.

Inconvénients

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.

Avantages

The automated data entry, a lot of integrations and the clear overview of the pipelines

Inconvénients

It could use a quotation / invoicing module

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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

Avantages

Automation. Automatically picks up email conversations, calls, saves attachments and also alerts you when accounts/deals are inactive.
Full featured CRM view inside gmail.
Excellent customer support.
Great pricing

Inconvénients

Needs to improve some workflows when it comes to adding contacts etc.
Needs better intelligence and check mechanisms with contacts to account mapping (I can add any contact to any account)
Better privacy policies to prevent misuse of email (I can add anyone and read their emails)

Avantages

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.

Inconvénients

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.

Avantages

Ease of use is what makes this solution great. Its easy to implement and track user activity as well.

Inconvénients

Its a bit basic when it comes to cross-team integrations when the department expands to CSMs, Sales, Marketing, etc

Alternatives envisagées 

Avantages

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.

Inconvénients

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.

Avantages

That I have a lifetime subscription and it does what I need it to do.

Inconvénients

It doesn't have any built-in lead capture forms or a chatbot or anything easy and integrated.

Avantages

Excellent user interface. Well laid out - easy to follow.
Nicely intuitive and simple data entry process.
Great support and proactive management.

Inconvénients

Switching between accounts and tasks can be a improved - but then it might be my lack of expertise that is the problem there :)