Salesflare - all you need in a CRM
March 18, 2025

Salesflare - all you need in a CRM

Steve Newell | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesflare

I am a one-man shop and I do sales. I send a lot of emails so I use the Salesflare email workflows a lot. It works really well and I get good stats from it - who opened, who clicked, etc.

Pros

  • Workflows are easy to create and very effective for bulk messaging.
  • I like the email templates that I can set up and re-use - very convenient!
  • The phone app is good - I can access a contact right from my phone and call them. When I make a call, it automatically opens a note for me to create a time-stamped record of the call.
  • I also like that fact that I can add customized contact and account fields. This is a big help in allowing me to do pretty precise "sorts".

Cons

  • I would like them to add integration to iPhones so I can dial directly from the PC.
  • When I download contact information, I end up having to download every field(there are a lot of fields!). I would like to be able to select the fields I need and limit the download to just those fields - basically a simple report builder.
  • As a start up, Salesflare was perfect for me. It was easy to get up and running; easy for me to import my contacts, and easy to earn the features.
  • I like the price point - lots of features for a reasonable price.
Very intuitive to use. Also, the Help information is well documented and easy to follow whenever I have questions.
Salesflare is much more intuitive to use and it is easier to customize.

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

Salesflare does a ton of stuff, pretty much all I need, and for a reasonable price. Also, It is pretty intuitive to set up for your company and easy to use. I have worked in places using some of the big name CRM and they are super expensive and hard to use.

Salesflare Feature Ratings

9.0
Customer data management / contact management
9
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
7
Channel / partner relationship management
8
Customer Service & Support ()
Not Rated
8.0
Lead management
7
Email marketing
9
7.5
Task management
8
Reporting
7
6.3
Forecasting
7
Pipeline visualization
7
Customizable reports
5
8.5
Custom fields
10
API for custom integration
7
7.0
Role-based user permissions
7
Single sign-on capability
7
5.0
Social data
5
Social engagement
5
6.0
Marketing automation
6
9.0
Mobile access
9

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