Salesflare

Vorteile

Salesflare hat uns geholfen mehr Leads zu generieren und zeitgleich mehr Zeit für andere Aufgaben zu haben weil es so leicht zu bedienen ist.

Nachteile

Etwas teuer im Vergleich zu anderen Tools

Vorteile

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

Nachteile

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

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Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

-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

Nachteile

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

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Vorteile

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

Nachteile

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

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Vorteile

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.

Nachteile

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.

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Vorteile

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

Nachteile

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

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Vorteile

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

Nachteile

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.

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Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

The system will automatically monitor your email, allowing you to rapidly convert any conversation into an account and begin following new prospects.

Nachteile

Filters make client organization more complex. I'd like it if this process could be simplified.

Vorteile

It is very easy to use pipeline. With LinkedIn you can send emails and contact your customers. It is fully automated what you need to do is to add data and everything will be done by the software. It can i

Nachteile

The system has bugs, it is very slow and has infected my device but luckily i fixed it.

Vorteile

I like the support and constant updates to the software. The android app is great as well

Nachteile

I don't have any faults that I can think off because you can always want something new and lose sight of what a CRM is meant for which is to keep you organised.

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

It could use a quotation / invoicing module

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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

Vorteile

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

Nachteile

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)

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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

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Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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

Vorteile

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

Nachteile

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

Vorteile

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!

Nachteile

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!

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

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Vorteile

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

Nachteile

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

Vorteile

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

Nachteile

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

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Vorteile

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!

Nachteile

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.

Vorteile

A simple platform that can help your business become succesful interms of sales and marketing.

Nachteile

I think it would be more wonderful to add more features of the software to help the business become attractive.

Vorteile

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.

Nachteile

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!

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

the reporting functions could be a bit more detailed.

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Vorteile

Took me only 10-15 minutes to set Salesflare up for client and I liked how it supported sales workflows, brought clarity out of the normal sales “noise”, and added functional value to the salesperson’s day (a big deal for me). If a salesperson is paying attention they can learn the basics of Salesflare in half an hour.

I was so impressed I switched from another CRM and now use Salesflare for my own business.

Nachteile

This wasn’t a Salesflare thing exactly but hooking it up to sales folk’s calendars and emails requires them to know their passwords! Same for using the Salesflare app on their phone - which I highly suggest they do.

Vorteile

The integration with GSuite. How easy it is to set up and to use. The excellent new features they've been rolling out since I started using it. And last, but not least, their customer support is outstanding. They truly value their customers and are quick to answer queries or address any issues that come up.

Nachteile

In the very early days of Salesflare, I came across a couple of minor bugs. But they were addressed very quickly. And I was notified when they were fixed too.

Vorteile

The ability to manage multiple pipelines seamlessly and the insights dashboard.

Nachteile

The cost for adding team members is relatively higher than other similar small business products.

Vorteile

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.

Nachteile

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.

Vorteile

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!

Nachteile

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.

Vorteile

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.

Nachteile

“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.

Vorteile

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.

Nachteile

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

Vorteile

It's very intuitive, the company is very active in sharing tips, they keep on building the product .. it does the job perfectly.

Nachteile

I like it all. I can't think of something.

Vorteile

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.

Nachteile

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

Vorteile

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

Nachteile

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.

Vorteile

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.

Nachteile

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

Vorteile

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

Nachteile

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

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Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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