Empower vs. Salesflare

I have kept very close watch on my net worth, and Empower was an incredibly useful tool in giving me a relatively updated display aggregating all of my personal accounts. Frustratingly it wasn't able to integrate a mutual fund that I own, but it was able to for everything else

Incentivized

If a client or friend of mine was in search of a quality tool that is a robust CRM and has a great team behind it, I would highly recommend SalesFlare. The team has consistently updated the application; it is a robust and useful tool, and most importantly, the team behind SalesFlare is easy to work with when needed.

Incentivized

• Keep track of all our employee's 401K accounts
• They take care of all notices for account holders
• They take care of all tasks in a timely manner.

Incentivized

• Organization of our clients as well lead and opportunity tracking and management.
• Pipeline management and a significant amount of depth when it comes to monitoring sales and other opportunities.
• It provides an overview of the sales process and custom fields for individual accounts (such as branding).

• Sometimes the tiles are removed automatically or stop working.

Incentivized

• Salesflare automatically captures and organises data about leads so it can effectively surface the ones that require your attention. It also provides you with the tools to do just that. What it doesn't cover as much right now is feeding top of the funnel: I would for example happily pay extra to have a website visitor identification functionality into the mix.

We have had no problems and will stay with Empower for our 401k needs.

Incentivized

I love how it can aggregate most of my personal accounts, but my mutual fund account that I have with a wealth management firm from home won't integrate with it for some reason.

Incentivized

The pipeline, which is the core of the platform, is very clear and full of features. On top of that Salesflare added automations, integrations, plugins and emails. You can easily get your leads there from any platform and nurture your leads until you get the deal done. I think any business can benefit from using this sales CRM.

Had a past participant from 20 years ago, receive a letter from the government saying they might have a retirement account. Empower helped this employee and I didn't have to play detective concerning this person. They back tracked to Merrill Lynch to find this former participant and help her. I was impressed.

Incentivized

Hit them on Chat support, and you are gonna get a response within a few minutes (if not in a few hours, during weekends) But they are gonna keep following with you till they make sure that your query has been resolved. Keep it up!

It stood out when compared for features, legacy, customer support, and on-premises deployment.

Incentivized

Pipedrive was another option but I chose Salesflare for the seamless integration into my regular everyday workflow as well as its ability to integrate with just about any app you can think of. It plays nice with all of my other apps and makes using a CRM actually fun. I love the fact it works inside my Gsuite account and automatically pulls data from Gsuite into Salesflare.

Incentivized

• It has improved employee experience and is a good tool for management to track things.

Incentivized

• As a start up, Salesflare was perfect for me. It was easy to get up and running; easy for me to import my contacts, and easy to earn the features.
• I like the price point - lots of features for a reasonable price.