A CRM That You Will Actually Love To Use
Updated March 18, 2021

A CRM That You Will Actually Love To Use

Gary Shouldis | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Salesflare

Salesflare is currently being used as my own personal CRM for my consulting clients. Our agency has a full features CRM to manage leads and clients but for a single user, nothing beats Salesflare as far as ease of use, integrations, and overall performance. Salesflare seamlessly integrates with my Gsuite account allowing me to use it without having to change the way I work on a daily basis and keeps track of leads, follow-ups and potential deals for me with little work on my part.
  • Salesflare integrates with Gsuite (as well as many other email platforms) allowing me to still use Gsuite as my main communication tool but still get the full value out of the Salesflare CRM
  • Salesflare literally integrates with everything
  • Salesflare takes care of many tasks automatically for you like contact imports as well as meeting and call management
  • 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
  • I save dozens of hours each month managing new clients and leads, Salesflare easily pays for itself each month
  • Between the great mobile app and integration with Gsuite, Salesflare is the perfect CRM for the mobile user. I no longer feel chained to a desktop to manage my leads.
  • I used to have a Love-Hate relationship with CRMs but now actually enjoy using a CRM since using Salesflare and feel like I actually realize the value of using a CRM.
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.
I have always struggled with using CRMs. Either they try and remove you from your everyday workflow or they are full of features you don't want/use. Salesflare integrates exactly the way you would want a CRM to integrate and it plays nice with just about any other software you use for your business. Salesflare may not be as feature-rich as some other CRMs but it beats out just about everyone when it comes to seamless integration, ease of use and overall enjoyment of using a CRM.

Salesflare Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
8
Interaction tracking
9
Channel / partner relationship management
7
Case management
9
Call center management
7
Help desk management
9
Lead management
10
Email marketing
7
Task management
8
Billing and invoicing management
8
Reporting
8
Pipeline visualization
10
Customizable reports
7
Custom fields
9
Custom objects
9
API for custom integration
8
Role-based user permissions
8
Single sign-on capability
10
Social data
9
Social engagement
9
Marketing automation
8
Compensation management
9
Mobile access
10