Salesflare is a great system for B2B SaaS and other small businesses targeting B2B
February 11, 2021

Salesflare is a great system for B2B SaaS and other small businesses targeting B2B

Jói Sigurdsson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesflare

We use Salesflare across the organization to track our sales pipeline, help with email automation, and more. We've integrated it into our sales process and connected it (via Zapier) with our own software platform so that users and leads are automatically fed into Salesflare as appropriate.
  • Simplicity. Salesflare is the first CRM I've tried where reps didn't need much training. It is opinionated and guides you more or less intuitively down the right path. As such it may not be a fit for every type of company, but it's a great fit for a B2B SaaS company such as ours.
  • Integrations. Salesflare provides a very nice set of integration points that you can use via its API or via Zapier.
  • Email automation and sequences. This is a great feature to have built into your CRM, being able to trigger emails or email sequences manually, or via searching for tags and defining an audience for an email or sequence, or via automation.
  • Keyboard navigation. As a power-user I would love to have better ability to navigate Salesflare without using my mouse, but I find that in some cases I need to resort to the mouse. Not a big deal but something that would make me love this platform even more.
  • First successful CRM deployment for our business, and we've tried several in the past.
Other products we've tried or evaluated have been too complex and/or been "too customizable" in that they do not offer an easy and intuitive path to enabling your sales team right out of the box.

Do you think Salesflare delivers good value for the price?

Yes

Are you happy with Salesflare's feature set?

Yes

Did Salesflare live up to sales and marketing promises?

Yes

Did implementation of Salesflare go as expected?

Yes

Would you buy Salesflare again?

Yes

Very intuitive and easy to use. Would be a 10 for me if there were more keyboard shortcuts.
Excellent, friendly and very fast support.
Excellently suited to B2B SaaS, and to small businesses selling B2B in general.

Salesflare Feature Ratings

Customer data management / contact management
9
Workflow management
10
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Lead management
3
Email marketing
7
Task management
6
Reporting
7
Forecasting
4
Pipeline visualization
9
Customizable reports
6
Custom fields
9
API for custom integration
10
Role-based user permissions
5
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Mobile access
6