Salesflare vs. servicePath CPQ+

In my opinion, Salesflare is an excellent CRM for small businesses. It includes everything a small business needs to manage leads, deals, and contacts in one convenient location. When a client needs more information or something done, I can quickly record it in their account—perfect for B2B SaaS and small businesses selling B2B in general.

Very well suited to technology and technology service provider businesses. Very much best in its class for those focused on more than just vendor product resale.

• Zero learning curve, one-minute setup and dead easy to integrate with complementary tools.
• Powerful data automation features so everything you do has maximum bottom-line impact.
• Stellar customer support: response is quick and the team really goes out of their way to solve your specific problems. Up to setting up custom solutions for you.

• Complex configured products and guided selling.
• Ease of use and setup.
• Simplification of the complex.
• Integrations that enable technology companies to sell effectively.

• It works wonderfully as a CRM for freelancers, consultants and small teams but feels like it would become more difficult to integrate with larger teams
• Sometimes have issues with email syncing with missing emails or having to reconnect my email to Salesflare
• Emails are sent from the app using their own servers, I would prefer to send via my own email system (Gsuite) for better delivery

Incentivized

• Seamless e-signature for order processing and records closure.
• Support for evergreen contracts.
• Offer for SME businesses.

Quality solution built for our needs.

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.

Very good usability just needs more documentation for new features.

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!

A quality team who know their product and the industry they operate in.

Salesflare does its own thing compared to the others I've tried. It's unique even though it shares many of the main features a CRM should have. Salesforce Lightning is amazing and feature-packed but can often get overwhelming depending on your use case. I never experience any slight lag or load times with Salesflare. Lightning can sometimes hang depending on your browser etc.

Incentivized

ServicePath stood out from the rest due to: a) Product management including cost modeling, through CPQ, and client lifecycle management capability. b) Easy of use and simplification of complex scenarios. c) Easy to use, very capable, no code configured, and guided products.

• So far, as optimistic as I am about using the CRM, I've seen a short and speedy return on my investment.
• Our sales process will quickly become more focused and effective. It's part of our operations and saves us time, but we've never tracked the financial impact.

• Positive impact on ROI: previous spreadsheet system was at a dead end.
• Enabled new starters to be more productive early on.
• Opened up the solution to improved commercial client lifecycle management.
• Reduced errors and omissions.