Salesflare vs. ServiceTitan

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

ServiceTitan seems to be incredibly customizable depending on what is needed, and therefore I would recommend it in any case where customers and jobs are recorded and scheduled. It can be used in a variety of ways and has multiple functions, including revenue and inventory tracking. Whether a big or small company, I feel with proper training anyone could utilize ServiceTitan very effectively to improve both productivity and record-keeping.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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).

• Real-time tracking. The biggest problem in logistics in, my opinion, is knowing if your products are arriving on time or not especially as it pertains to food, that was huge here.
• Most of our managers travel constantly from corporate to distribution because of how centralized the company is they needed something flexible that allowed them to run reports whenever and however.
• Ease of use - I'll be honest in that our employees are not the cream of the crop as it pertains to their education, this software made the learning process simple.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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'd like to be able to text estimates (currently, email is the only function)
• We'd like to have audit trails on Customer and Location records (currently only at the job level)
• We'd like to be able to email/text the customer multiple options within estimates, like the techs can do on their tablet, it's just not a function that can be presented by the office.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

I rarely run into any issues while using ServiceTitan other than the occasional scheduled maintenance. It is very intuitive and easy to learn, with many capabilities that can be suited to any job position in a business. The functions are consistent regardless of your department or use case, and can be easily customized to fit any and all of a company's needs.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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!

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

autotask has a sales team that can work with you to understand your specific business scenario. They have offered to scope an integration project with us. We are looking forward to making progress on a tailored solution with them

• 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.

• We can more effectively retain customers and send them offers if it's been a while since their last visit.
• Our cash flow has dramatically improved because now the technicians invoice everything.
• We can get estimates out the door within the hour, not days later.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info