Easy-to-use CRM with sales automation. Best choice for small and mid-sized sales teams
February 23, 2021

Easy-to-use CRM with sales automation. Best choice for small and mid-sized sales teams

Andrei Zinkevich | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesflare

We use it as our CRM. What differentiates it from others is the automatic account enrichment (saves times) and automation (e.g. when you need to send a follow-up).

Earlier, I needed to sync CRM with Active Campaign which I used for lead nurturing. All was synced by Zapier and was a bit complicated. With new workflow features, I'm moving all my follow-up sequences from Active Campaign to Salesflare.

  • Account enrichment.
  • Sales automations (e.g. email follow-ups based on tags or conditions).
  • Link tracking (you'll get a notification when somebody will click a link).
  • Webforms (they don't have them).
  • Custom report dashboards.
  • It's a part of our operations. It just saves us time, but we never measured how it impacts the bottom line. It's all about convenience.

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

As I mentioned, it's an easy-to-use and simple CRM that saves lots of time on account enrichment and sales automation.
They reply fast and [are] always eager to help.
I think this is a great CRM for small and mid-sized teams that want to have an easy-to-use CRM that includes sales automation.

Salesflare Feature Ratings

Customer data management / contact management
8
Workflow management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
9
Channel / partner relationship management
9
Lead management
9
Email marketing
9
Task management
10
Reporting
8
Forecasting
8
Pipeline visualization
10
Custom fields
8
API for custom integration
9
Role-based user permissions
10
Single sign-on capability
10
Social data
7
Social engagement
8
Marketing automation
8
Mobile access
10