Salesflare Platform
Verdict: I like that Salesflare offers a user-friendly interface and helps me organize things simply and clearly. Besides, it offers a range of automated features that speed things up saving me precious time. This allows me to save money and invest it in my photography business instead of spending it on monotonous administrative work.
This contact management software boasts an intuitive workflow for mass mailing. Besides, it comes with email tracking and link tracking features, which are extremely beneficial. Top-rated support is another great plus.
Salesflare CRM appeared in 2014 and was tested for two years. This is a specialized solution for small companies and startups in the B2B field. The best thing is that it leverages AI so there is no need to enter data manually, as the system generates critical data from various relevant sources.
Salesflare manages my address book keeping track of all the customers I’ve interacted with. There are many sources the platform retrieves data from like social media, company databases, phone, email, calendar, etc. Besides, it generates customer timelines automatically providing me with all the needed information to send emails or call the clients.
Additionally, Salesflare sends me reminders and recommendations on what to do with leads to make sure that all my deals will end successfully. Besides, this handy assistant can be installed on a PC, or phone or used as an extension that appears on a sidebar of my email inbox (Gmail and Outlook) and LinkedIn.
As I’ve already mentioned, this CRM is intuitive but has all the necessary features to improve your sales, which makes it an optimal solution for users with any level of expertise. It is possible to optimize and manage my sales right from the dashboard of this customer management software, which is very convenient.
Here I can view all the necessary data about deals, view customer activities, launch campaigns, assign leads, etc. I like that all menu options are well organized and properly labeled to simplify the navigation. Handy pop-up setups are especially beneficial for newcomers and help them learn the functionality of this CRM quickly and easily.
Conveniently, there is a dedicated smartphone app that allows access to the full functionality of the CRM. Visit the Google Play Store or Apple’s App Store to find and download Salesflare. The application is user-friendly, straightforward, and incredibly responsive. It generates real-time reports on different important parameters.
Automated and flexible contact management functions attracted my attention as well. The best thing about Salesflare is that it does not consider all contacts on its list as random leads. Instead, this customer data platform lets me group them accordingly and set up the company accounts they refer to.
For example, there is an option that allows me to add such tags to contacts like social media influencers, business competitors, advertisers, target customers, press representatives, etc. The Salesflare CRM will divide all these individuals according to the categories.
The main criterion that Salesflare takes into account when organizing the contacts and opportunities is how the sales pipeline flows. There is a centralized visual plane where all the data is displayed allowing me to manage and view all the deals.
This is especially helpful when I need to define the opportunities that require my urgent interventions. Usually, such opportunities appear in the main display, letting me engage the affected leads promptly. It is also possible to distribute roles among team members for swift follow-ups.
The Salesflare platform offers a selection of basic marketing options for sending bulk emails with personalized messages. This email marketing software also provides users with the ability to track emails, and links, and get analytical data about campaigns.
The system provides all team members with access to a central address book with client contact data. Besides, I can send anyone the link to the account for collaboration and let them follow customer dialogues that they were involved in.
In addition, I can restrict or allow any user group to view, customize, and remove data, which is a great opportunity for me. This CRM also allows to choose who will be an administrator to supervise the team and configure CRM, as well as appoint managers to manage a specific user group.
Trouble-free integration with almost 200 tools and software is another selling point of this CRM. This integration covers such categories as accounting, analytics, contact management, customer service, e-commerce, email newsletters, marketing automation, sales, and time tracking. Moreover, it can work with over 4,000 applications via Zapier.
Most notably, it integrates with Email Microsoft (Outlook, Office 365, and Google Workspace), accounting tools (QuickBooks Online, FreshBooks, and Xero), customer service software (Freshdesk, Intercom, and LiveChat), marketing automation software (ActiveCampaign, ClickFunnels, and HubSpot Marketing Hub), social media platforms (Facebook, LinkedIn, and Twitter) etc.
Salesflare boasts a professional customer support team that responds to all my requirements in a flash and has enough knowledge to provide me with valuable support and advice. Having such an extended team as an assistant is precious.
The support team provides their assistance in live chat or email. It also boasts a rich Salesflare knowledge base. Here you’ll find all the info needed to use the tools effectively, manage the sales pipeline, automate sales, generate leads, etc.
As for Salesflare pricing, several packages are on offer. Unfortunately, no free plan is available, but users can take advantage of a 30-day free trial to test CRM functionality.
The cost of the Growth package starts from $29 user/mo. It includes all CRM functions, as well as enables you to enter CRM data automatically, track emails, links, and website visits, and send personalized email campaigns. The plan also has 25 email-finding credits.
The price of the Pro plan starts from $49 user/mo. It offers all the features provided by the Growth plan. Moreover, it allows sending workflows of many emails, setting user permissions, and creating custom dashboards. The package has 500 email-finding credits.
Enterprise costs $99 user/mo. By purchasing this package, you’ll get all the features offered by the Pro plan, custom training, data migration done for you, a dedicated account manager, unlimited email finding credits
