Likelihood to Recommend
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.
Read full review
VanillaSoft is well suited for any marketing operations or sales operations team looking for a tool to help them efficiently reach prospects and engage with them through a streamlined method. This can be a great way to manage that engagement, measure it, and keep track of various aspects of prospects.
Read full review Pros 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. Read full review Our employees love it - very user friendly, easy to grasp, very little down time to learn it. They feel very confident immediately. Great technical support - I can get solutions to customer problems that make our company look more responsive to our clients. Our clients appreciate our solving their problems immediately. Because of the real time analytics - we can address immediate issues with marketing campaigns to make our client's personnel look great to their superiors. Because of all the functionality - we can provide a turnkey approach from a small company with big company capabilities. Read full review Cons 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 Read full review It really needs an "undo" button. I can't tell you how many times I was typing notes etc and hit a wrong button and all was gone so I had to start over. This may be the way we have it set up....we have term codes which are how the callers terminate a call they were on. They finish the call, then type notes in the notepad section of what happened, then they terminate the call. But there are times that I need to go onto a record and just leave a note but don't need to terminate it as anything. If there is a way to do that, it would make my life a lot easier. Read full review Likelihood to Renew
We have no reason not to renew. VanillaSoft has been the best CRM (for us) that we have ever used. The value is great, we love the system, and it's easy to get assistance from VanillaSoft team when needed. Our team is so used to the calling and admin functions there is no desire to change.
Read full review Usability
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.
Read full review
The entire system is set up so perfectly. It makes training callers much quicker, and admin tools are so easy to navigate when you get used to using it. Also, if there is ever something I cannot figure out, I can get support from VanillaSoft very quickly to resolve and get my task accomplished.
Read full review Reliability and Availability
It is very rare that we have system issues. Maybe a handful of times over the years, we had to contact support about being unable to access. It was always a quick response from the VanillaSoft team, and they would clearly explain the issue and usually give time frame on fixing, or have it fixed immediately.
Read full review Performance
I work on all aspects for VanillaSoft for our company. The pages overall do load very quickly. Reports are amazing, I can get quick report, customized reports, and anything I may need to present to client in very little time. It has made my job so much simpler. As far as I know, integration goes smoothly as well.
Read full review Support Rating
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!
Read full review
Response time was acceptable for the relatively few problems any of our users may have encountered. Fortunately, such occasions were rare.
Read full review In-Person Training
It was very helpful and informative. The learning of the tool is something anyone can do, as the setup is so well thought out.
Read full review Online Training
It was very thorough. VanillaSoft team did not rush us. They explained the various functions clearly and were open to any and all questions we had as we began to learn the system. Also, once training completed, if we encountered anything we could not figure out, the support team was fantastic in helping us out.
Read full review Implementation Rating
Our implementation was very easy.
Read full review Alternatives Considered
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.
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.
Read full review
VanillaSoft stacks up against
Microsoft Power BI
very well by allowing the data visualization in a more effective way, Power BI has positioned itself as one of the more robust and intuitive tools for business intelligence and data presentation. VanillaSoft and
Microsoft Power BI
are a great bundle for the report and analytics team.
Read full review Scalability
VanillaSoft has been great. The flexibility of the system is wonderful. The scalable software options are impressive as well. I would strongly support VanillaSoft's capabilities in this area. You really can do just about anything to get the setup and or integrations you may desire for your company needs.
Read full review Return on Investment 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. Read full review Ability to contact more clients each day. The ability to save my correspondence and notes on each interaction allowing for the appearance to the customer that I am very engaged when we are speaking. Increased sales from the calendar setting and saving my notes. Read full review ScreenShots