I love Salesflare!
May 06, 2020

I love Salesflare!

Kevin Miller | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Salesflare

Salesflare is a great low-cost alternative to costly customer acquisition apps. As a solo business owner, I use Salesflare as my main CRM and ways to keep my clients info updated to secure future sales. With followups, tasks, and special features, Salesflare is a full-featured tool. I can update client notes from my phone, which helps during consultations.
  • Salesflare organizes your clients (accounts) and contacts
  • Great amount of depth when it comes to monitoring sales and other opportunities
  • Ability to add custom fields to individual accounts such as branding
  • Click to call would be a great help for clients' numbers
  • Branded UI or more customization options
  • More features to customize accounts
  • It's all I have to track opportunities and goals and it's all I ever need.
  • The app made me excited to teach myself the "lead stages" and how to easily move a lead through each stage of the opportunity.
  • Being able to keep up with clients on social media and task really helps secure the sale.
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.
Salesflare is best suited for individual and small to medium-sized businesses that are serious about their sales, pipeline and customer relations. When a client gives me more info or needs something completed I can quickly note the conversation in that client's account. I can do this from my PC, which I use mostly, or my mobile devices.

Salesflare Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
5
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
6
Interaction tracking
10
Channel / partner relationship management
7
Lead management
10
Email marketing
10
Task management
10
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
5
Custom fields
10
Custom objects
10
API for custom integration
10
Role-based user permissions
10
Social data
10
Social engagement
10
Marketing automation
Not Rated
Mobile access
10