--- title: "Salesflare Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Salesflare Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/149522/Salesflare/" page_type: "product" language: "en" --- # Salesflare Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 24, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Salesflare ## What is Salesflare? Salesflare is a sales CRM for small and medium-sized B2B sales teams that want less CRM admin. Salesflare automatically captures contact and company data and logs connected emails and meetings. Shared customer timelines keep relationship history available without requiring reps to enter each interaction manually. Manage opportunities in visual pipelines, follow up with reminders and email sequences, and use AI to summarize relationship history or prepare for meetings. It connects with Gmail and Outlook and is available on the web and mobile. ## What is Salesflare used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Lead Management](https://www.capterra.com/lead-management-software/)[Email Marketing](https://www.capterra.com/email-marketing-software/) Top alternative Featured Overall rating Based on 139 user reviews Reviews sentiment Positive 97% Neutral 2% Negative 1% Starting price $29 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Salesflare?[Manage this product listing](https://www.g2.com/products/salesflare/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Salesflare 4.7 (139) VS. [4.3 (7,000)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting Price $29 Per User, Per Month Starting Price $14 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (136) Ease Of Use 4.2 (590) Value For Money 4.8 (127) Value For Money 4.3 (563) Customer Service 4.9 (119) Customer Service 4.1 (558) ## Salesflare alternatives [Seamless](https://www.capterra.com/p/207295/Seamless-AI/) [4.5 (590)](https://www.capterra.com/p/207295/Seamless-AI/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207295/Seamless-AI/) Highest Rated [Dripify](https://www.capterra.com/p/215082/Dripify/) [4.7 (477)](https://www.capterra.com/p/215082/Dripify/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/215082/Dripify/) [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) [4.6 (2,569)](https://www.capterra.com/p/79367/ActiveCampaign/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/79367/ActiveCampaign/) [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) [4.5 (6,256)](https://www.capterra.com/p/171840/HubSpot-Marketing/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/171840/HubSpot-Marketing/) [View all alternatives](https://www.capterra.com/p/149522/Salesflare/alternatives/) ## FAQs about Salesflare Overview ### What problems does Salesflare solve? Salesflare solves scattered sales communication, stale CRM data, and time-consuming manual entry by syncing email, calendar, calls, and contact details into clean pipelines with follow-up reminders, email tracking, and automation. Sales reps, founders, small business teams, and account managers benefit most when managing multiple pipelines and prioritizing active deals. Answer based on 112 reviews Overview ### Which roles and teams benefit most from Salesflare? Salesflare is most used by founders, CEOs, owners, and other small business leaders who need a simple CRM to track leads, manage relationships, and keep pipelines moving. Sales, account management, and marketing teams benefit from automated follow-ups, contact organization, and visibility into customer conversations and deal progress. Answer based on 131 reviews Overview ### What company size and industries is Salesflare built for? Salesflare is built for small and medium-sized B2B businesses, with 94% of reviewers from small businesses and Marketing and Advertising leading at 30%. It also serves Computer Software companies at 8% and Management Consulting firms at 7%, aligning with agencies, consultancies, software and technology companies, and development houses. Answer based on 139 reviews Features and Usability ### What are the key features of Salesflare? Salesflare includes core CRM features such as contact management, lead management, and visual pipeline management with Kanban boards. Reviewers also focus on differentiators like Gmail and Outlook integrations, automatic email and meeting logging, data enrichment, email tracking, and workflow automation for follow-ups, reminders, and campaign management. Answer based on 62 reviews Integrations ### Which third-party tools and platforms does Salesflare integrate with? Salesflare integrates with Gmail and Zapier most often, with additional connections to LinkedIn for Business, Google Sheets, Google Workspace, and Microsoft 365 mentioned by reviewers. Its catalog also includes Google Calendar, Google Drive, Mailchimp, Dropbox, Box, and Constant Contact, giving users access to over 20 integrations. Answer based on 72 reviews Getting Started and Support ### What training and onboarding options does Salesflare offer? Salesflare provides live online sessions, webinars, documentation, and videos for training. Live online sessions and webinars support guided instruction, while documentation and videos give teams written and visual reference material for self-paced learning and feature review. Answer based on 7 reviews Getting Started and Support ### What customer support options does Salesflare offer, and how do users rate the experience? Salesflare offers email/help desk, chat, a knowledge base, and FAQ/forum resources. Users generally describe support as fast, helpful, and clear, often getting answers within hours or sooner. Some mention limited options for complex requests, and a few found the platform frustrating, though support still worked to resolve issues. Answer based on 35 reviews Features and Usability ### How well does Salesflare support the sales process? Salesflare simplifies day-to-day sales work with customizable pipelines, task tracking, and email-driven automation. Small businesses, startups, consultants, and sales teams often find it easy to adopt and helpful for follow-ups, forecasting, and lead management, though some users want clearer training, simpler filters, and better funnel calculations. Answer based on 32 reviews Features and Usability ### Is Salesflare easy to use? Salesflare offers a clean, visual CRM interface that helps many teams manage pipelines, tasks, and email activity quickly. Sales reps, solopreneurs, and small business users often like the Kanban view and inbox integrations, though some find navigation less intuitive at first, with clutter, search friction, or mobile app usability issues. Answer based on 29 reviews ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Salesflare supports all three features that reviewers rate as most important: **Data Security**, **Customer Database**, and **Real-Time Data**. Together, these capabilities help businesses protect sensitive customer information, keep contact and account records organized, and work with up-to-date insights, allowing teams to manage relationships more effectively and make faster sales decisions. Contact Database 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Contact Management 4.7 (12) 75.00% of 12 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Lead Management 4.5 (11) 72.73% of 11 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Sales Pipeline Management 4.9 (10) 80.00% of 10 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Interaction Tracking 4.7 (9) 100.00% of 9 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts Reporting/Analytics 4.1 (7) 42.86% of 7 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Salesflare 284 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Activity/News Feed: Continuous profile-based stream of news and activity - Adaptive Learning: Intuitive interface and user-friendly design which seamlessly integrate with existing workflows - Advanced Search: Able to easily search, locate, and retrieve relevant content. - AI and Automation: Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - AI Text Generation: Allows users to generate text based on a text prompt. - AI Text Summarization: Condenses long documents or text into a brief summary. - AI Writing Assistant: Generates and edits text using machine learning - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Scheduling: Schedule appointments via a calendar - Assignment Management: Assign issues and tasks based on availability or required skills - Attachment Activity: Records the rate at which email attachments are opened or downloaded. - Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention - Auto-Dialer: System that automatically dials calls - Automated Emails: Contains automated email functionality to handle lesson, payment, and availability reminders and confirmation - Autonomous Task Execution: Completes tasks independently without constant human intervention - Autoresponders: Create and automatically send premade copy in response to customer messages - Badges: Assigns achievement badges to high-performing employees based on pre-determined standards. - Basic Reporting: Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives. - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Behavior Monitoring: Constantly monitors acivity related to user behavior and compares activity to benchmarked patterns and fraud indicators. - Benchmarking: Compare key metrics for the business against prominent players in the industry - Best Time of Day Scheduling: Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations - Brand Tracking: Monitor social media posts or web that mention a particular brand - Breadth of Partner Applications: To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. - Budgeting/Forecasting: Create budgets based on historical data and future projections - Business Card/Badge Scanning: Capture contact information by scanning a physical item and having the system automatically extract data from the scan - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria - Buyer Intelligence: Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. - Calendar: A calendar accessible to all residents that displays community activities and meetings, scheduled maintenance, assessment schedules and collections. - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call Center Features: Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. - Call Logging: Collects essential call data such as call origin, call destination, call length, and other transaction details - Call Tracking: Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number - Calls and Voice: Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Scheduling: Set campaign schedules by selecting start, pause, and end dates - CAN-SPAM Compliance: Ensure all emails are compliant with anti-spam guidelines, as required by the CAN-SPAM Act - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Chat/Messaging: Communicate using direct chat or messages within the system - Chatbot: AI-based platform which conducts a conversation via auditory or textual methods - Click Tracking: Track the amount of clicks on individual products to measure campaign results - Click-to-Call: Allow agents to place calls directly from business applications such as CRMs, contact center workforce solutions, or customer websites without having to manually dial numbers. - Client Management: Manage contact details and communication with clients - Coaching: Assign coaches to new employees based on role and experience. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Commission Calculator: Tool used to determine the commission amount to be paid out to each employee - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Competitive Analysis: Evaluating strengths and weaknesses of companies with the same target audience - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Contact & Account Management: Store and retrieve information associated with customer contacts and properties. Track brokerage communication and information about contacts and properties. - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Contract/License Management: Track, store, and access client contracts or licenses - Conversation Intelligence: Recording, transcription, and analysis of sales calls for the purpose of training and generating insights - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - CRM & Sales Stack Integration: Integrate with or operate alongside core sales tools such as CRM, email, calendars, and communication platforms - CRM Integration: Integration with third-party CRM systems - Cross-system Integration: Works across multiple software systems or databases - Custom Reports: Enables users to create tailored reports on student performance and grading analytics for actionable insights. - Customer Contract Management: Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customer Social Profiles: Track customers' activities across social networks and maintain details about their demographics, preferences & more - Customer Support Portal: Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Customization: Create labels for products that contain required information such as colors, sizes, dates, etc. - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Enrichment: Combines data from internal sources with disparate data from other internal systems or external sources - Data Entry: The process of entering information or updating records in a computer system or database - Data Import & Export Tools: Ability to input, modify, and extract data from the application in bulk through a structured file. - Data Import/Export: Import and export data to and from software applications - Data Management: Ability to handle large datasets - Data Security: Protect sensitive data for digital privacy - Data Segmentation: Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. - Data Sourcing: Provides integration with various drug, imaging, and genomic databases - Data Visualization: Graphical representation of data - Deal Management: Defines specific deal parameters to negotiate and secure deals - Decision Making: Makes informed choices based on available data and objectives - Desktop Integration: Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. - Document & Content Mgmt.: Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Drip Campaigns: Send automated marketing emails based on user actions over a predetermined period - Dynamic Content: Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience - Dynamic Modeling: Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time. - Electronic Signature: Digitally sign online documents - Email and Mobile Preview: Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues. - Email Campaign Management: Plan, execute, and analyze email marketing campaigns - Email Categorization: Allows for the categorization of emails. - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Platform Integration: Syncs information from other software such as contacts, emails and calls to reduce manual data entry. - Email Reminders: Reminders sent via email - Email Sequences: Set up automated email sequences to streamline outreach and engage leads/contacts - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Email Tracking/Automation: Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. - Embedded AI: Provides artificial intelligence capabilities such as natural language processing and computer vision. - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Employee Recognition: Acknowledge and reward employees for reaching specific goals and/or for exemplary performance - Employee Reward Programs: Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs - Employee Structure: Organizes team members by roles, activities and objectives and weighs tasks by importance. - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Exporting & Sharing Data: Enables user to communicate data by securely exporting and sharing it. - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - Field Sales Management: Manage or track sales completed by field teams/employees - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - For iPad Devices: Operate/access software on iPad Devices - For Mac Devices: Operate/access software on Mac Devices - For Sales Teams/Organizations: Caters to sales teams - For Small Businesses: Designed for small businesses - For Startups: Primarily serving startup companies - Forecasting: Form predictions based on past and present data/trends - GDPR Compliance: Ensure compliance with the General Data Protection Regulation protocols - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Geolocation: Determines the location of a device using GPS or an IP address - Goal Management: Allows employees to set and manage work or career related goals - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Graphical Data Presentation: Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids - Human-in-the-loop (HITL): Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority. - Incentive Management: Manages incentive programs such as profit sharing, stock awards, and individual bonus plans - Integrations / APIs: Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Internationalization: Extend compensation configurations around the globe using flexible location profiles, multiple language options, and automatic currency conversion tools within the system. - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Knowledge Base: Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. - Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects - Lead Assignment: Manually or automatically assign leads to sales reps - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Engagement: Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels - Lead Follow-Up: Allows you to follow-up with leads within the app. - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Prioritization: Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Lead Verification/Validation: Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc. - Leaderboards: Boards that use custom metrics to show how leading performers compare to other individuals/teams - Link Activity: Records the rate at which links in emails are followed. - List Management: Manage contacts across multiple mailing lists - Live Chat: Ability to chat online in real time - Location Tracking: Identify the physical location of an individual, asset, device, etc. - Machine Learning: Enable businesses to implement machine learning algorithms on business data such as sales and revenue - Manage Email Lists: List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences. - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Mobile User Support: System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet) - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Channel Social Integration: Integrate with more than one social media network - Multi-Currency: Manage and handle various international currencies - Multi-Language: Manage and support multiple languages - Multi-step Planning: Ability to break down and plan multi-step processes - Natural Language Interaction: Allows users to give natural-language instructions for browser-based tasks. - Notes: Allows users to take notes during or after the call for future reference. - Notes Management: Allow users to create, edit, and sort multiple notes - Omnichannel Outreach: Support outbound and inbound sales processes autonomously while ensuring high-quality lead engagement - Ongoing Performance Tracking: Provides real-time feedback and assessments on employee performance, skills, and accomplishments - Open Rates: Records the rate at which emails are opened. - Opportunity & Pipeline Mgmt.: Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Opportunity Scoring: Provides insights to determine which deals already in the pipeline have the best chance of closing. - Organizational Charting: Diagram that shows the structure of an organization and the relationships between parts - Other Outreach Options: Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. - Output Document Generation: Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. - Performance and Reliability: Payment gateway is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the gateway to respond to an action they took. System scales with load. - Performance Appraisal: Evaluation process that provides feedback on an employee's job performance - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Personalization: Adjust communications based on previous interactions or personal preferences - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Predictive Analytics: Predict future data based on historical data sets - Prioritization: Arrange tasks based on the level of priority or urgency - Proactive Assistance: Uses webpage, tab, browsing session, or selected text context to generate responses and suggestions - Product & Price List Management: Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. - Product Catalog: Present a catalog of inventory that customers can view - Profiles: Creates user profiles similar to social media pages that display private or public statuses and updates. - Proposal Generation: Create proposals based on costs of labor and materials - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quota Planning: Plan target quotas that sales representatives are expected to meet within a specific period. - Quote & Order Management: Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. - Quotes/Estimates: Generate quotes or estimates for customers - Ratings/Reviews: Ratings/Reviews - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Rewards Points: A type of incentive earned through making purchases in select categories. - Risk Analysis: Analyze potential risks across the organization - ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Coaching and Insights: Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Gamification: Enables competition between a sales team by providing things like challenges and scoreboards. - Sales Onboarding: Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness. - Sales Onboarding & Training: Process of training new hires by providing them with sales tools and knowledge needed to complete the job - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Planning: Define sales targets and create strategies to meet goals or marketing results - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Task Automation & Forecasting: Support sales teams by automating basic tasks or providing predictive insights - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Sandbox / Test Environments: Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Sending Outbound Emails: Supports the ability to send outbound email campaigns to external recipients. - Sentiment Analysis: Categorize emotions expressed and identify if they are positive, negative or neutral - Shared Contacts: Share contacts with other applications like Gmail and CRM - Shared Records: Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. - Single Sign On: Allow users to access multiple services after entering their login credentials once - SMS Messaging: Send messages via SMS - Social Collaboration Features: Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Social Media Monitoring: Track activity on sites such as Facebook, Twitter, Instagram, etc. - Social Network Integration: Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. - Social Promotion: Market event via social media tools - Softphone: Use your computer as a phone device to make calls over the internet - Speech Recognition: Train your system to interpret and transcribe voice messages - Statistical Analysis: Apply statistical/mathematical models to sets of data - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Subscription Management: Process of managing customer subscription lifecycle for a recurring service or a product - Support Analytics: Enables analysis of customer support activities to optimize customer support professionals, processes and tools. - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Target Account Identification: Identify a list of target accounts that marketers want to turn into customers - Task Management: Create, manage and track all task activities and progression - Team Management: Organizing a group of people to accomplish a task - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integration: Addition of necessary external data, applications, tools, or features - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Training Management: Track employee/learner's progression through training programs - Transfers/Routing: Transfer queries and organize messages between agents - Triggers: Automatically recognizes achievements that should be added to the leaderboard. - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - User, Role, and Access Management: Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. to both internal and external users. - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Web-based Deployment: SaaS, web-based, online deployment - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Capability: Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. - Workflow Management: Create, design and manage workflows for repetitive tasks - Workflow Performance: Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. - WYSIWYG Editor: What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface --- Get Advice We can help you find the software with the features you need. Features 4.5 (136) 4.5 Based on 136 reviews ## Pricing Value for money 4.8 (127) Free Trial Growth $29.00 Per User,Per Month Value for money 4.8 (127) 4.8 Based on 127 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ PayPal](https://www.capterra.com/p/207944/PayPal/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Trello](https://www.capterra.com/p/211559/Trello/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ WordPress](https://www.capterra.com/p/131687/WordPress/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (119) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (119) 4.9 Based on 119 reviews ## User reviews Overall rating 4.7 Based on 139 reviews Filter by rating 5(103) 4(32) 3(3) 2(0) 1(1) Mentioned topic Sorted by most recent TP Tyler P. Director of Business Development Insurance ### "SalesFlare helps us to see what is happening with our prospects and keep clean records of our interactions." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 28, 2025 It is the best CRM I have used to treat companies as visible folders/tile which I enjoy. Pros The tile system is very clean and easy to use as well as the notification of prospects interacting with our content and outreach efforts. Cons I have run into a few events that slowed my ability to refresh my dataset quickly but they generally are fixed by restarting the machine or the program. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons for choosing Salesflare We liked the UI tile/account layout and the ease of integration without significant fees. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Business Development Executive Hospital & Health Care ### "Cheap and cheerful" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 July 17, 2024 It's a mix, support were great but I found the platform extremely frustrating to work with. Pros The customer support team are really helpful and they go above and beyond to fix any issues and support you to navigate the unnecessarily difficult software platform. Cons It's just built as a cheap pipeline reporting tool for small businesses, it really lacks a lot when you start thinking about using it as a complete contact management tool. Navigating it becomes a chore rather than an asset. Another thing to think about is that if you have a lot of data to feed into a CRM then this is not the tool for you. It's so complicated simply because their algorithms for consuming the data are so dense. Filled with errors and retries, lots of hours wasted. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Craige H. Owner Professional Training & Coaching ### "Excellent efficient mobile crm" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 March 25, 2024 decent and their support is good. application is easy to use and will improve your organization Pros convenient to use and add leads to decent mobile apps with notification and access to support Cons Integrations break sometimes so need to monitor custom fields can be cumbersome to manage Switched from [Gist](https://www.capterra.com/p/188710/Gist/) [Mautic](https://www.capterra.com/p/211361/Mautic-by-HEM/) more streamlined especially for mobile since we're always on the go Alternatives considered [Gist](https://www.capterra.com/p/188710/Gist/) [Freshsales](https://www.capterra.com/p/155563/Freshsales/) Reasons for choosing Salesflare decent pricing and also mobile options to be on the go Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RL Rihem L. Manager International Trade and Development ### "Streamlining Sales and Boosting Productivity" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 22, 2023 As a user of Salesflare, I've discovered a rocket-powered CRM that takes our sales process to new heights. Its automated lead generation and seamless email integration make managing contacts a breeze. While it took some time to get accustomed to, the platform's user-friendly interface and excellent support team have been a lifeline. Pros I am thrilled with the intuitive automation that effortlessly generates and organizes leads, saving valuable time. The seamless email integration provides invaluable insights, enabling personalized follow-ups. The AI-driven deal scoring and contact enrichment enhance our efficiency, allowing us to focus on meaningful customer interactions. With excellent support and a user-friendly interface, Salesflare elevates our small business's CRM experience to new heights. Cons I have found that the pricing can be a bit higher for our small business. Additionally, the learning curve was initially challenging, requiring time to fully grasp all the features. While the platform is generally customizable, I would appreciate even more flexibility to tailor it precisely to our unique business needs. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KS Katherine S. Senior Marketing Manager Insurance ### "Great CRM software." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 April 15, 2023 Pros The system will automatically monitor your email, allowing you to rapidly convert any conversation into an account and begin following new prospects. Cons Filters make client organization more complex. I'd like it if this process could be simplified. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JS Jasmin S. Projektmanager Information Technology and Services ### "Erleichtert uns die Arbeit" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 January 28, 2023 Pros Salesflare hat uns geholfen mehr Leads zu generieren und zeitgleich mehr Zeit für andere Aufgaben zu haben weil es so leicht zu bedienen ist. Cons Etwas teuer im Vergleich zu anderen Tools Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ZB Zeynel B. Social Media Manager Media Production ### "My experience with Salesflare is quite fine so far" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 December 31, 2022 All in all, Salesflare is a great tool for managing customer relationships. Its intuitive interface and extensive automation tools make it easy to use, and its integration options allow users to sync with existing data and contacts. Despite some drawbacks, such as limited support and high pricing, Salesflare is a great choice for businesses looking for a comprehensive customer relationship management solution. Pros Salesflare is an excellent tool for managing customer relationships. Its interface is intuitive and easy to use, and it has a wide range of features that allow users to track and manage their client relationships effectively. The integration options allow users to sync their existing data and contacts, while the automation tools enable users to quickly respond to inquiries and follow-ups. Cons One of the drawbacks of Salesflare is the lack of support options. While the customer service team is generally helpful and responsive, there are limited options for more complex requests. Additionally, the pricing model can be costly for some users, especially those who need more advanced features. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Miguel D. Desarrollo de nuevos negocios Marketing and Advertising ### "Salesflare is a sales machine" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 21, 2022 I started using Salesflare as a solopreneur and it has everything I could ask for, later I used it for a company where I was hired as a sales manager for a big region including several countries and this platform worked perfectly. The dashboard may not look very fancy like other systems but it really gets the job done. Pros \-They automatically integrate your contacts from your email-You can create and send email marketing campaigns directly within the CRM-You can send emails directly from the CRM and track them-Ability to manage different sales pipelines, great if you have different business lines-Founder is very active-Support is great Cons \-I would like to see more integrations, especially for lead collection. Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Salesflare looks much easier and more intuitive to use, I did not need so many features but quick actions with few clicks. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [FollowUp CRM](https://www.capterra.com/p/137381/FollowUp-Power/) [Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Marco S. IT Administrator Retail ### "Really intuitive and great" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 23, 2022 Pros Salesflare is a kind of hybrid that is powered by internal automation, the connection with Gmail is extremely easy and it can be integrated with any other tool that may be required because the programmers knew what it should do in a CRM. Cons It really delivers as promised and I have not encountered any major problems with Salesflare since its integration with the company that hired us for its integration and it has been working wonderfully with the client's CRM system. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Jan K. Director Events Services ### "Best CRM we've used yet" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 10, 2022 I'm an expert on GoToMarket-Actions for young ventures, therefore I've tried and have implemented most CRM systems on the market. Salesflare is the one we use ourselves. The company has constantly added features - from email-campaigns ou of the CRM to rights management to manage teams and so forth. It works out of the box and is very easy to integrate. Pros Salesflare has all features out of the box. Is very easy to implenet and customize. Cons I would like to see an overview of tags that we associated with contacts / accounts. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) I prefer the user-interface and pricing of Salesflare. Alternatives considered [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing Salesflare Nothing beats Salesflare in terms of value for money. It used to be perfect for small teams and startups, with the added rights management system it is a true competitor to all larger alternatives. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/149522/Salesflare/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Seamless vs Salesflare](https://www.capterra.com/compare/149522-207295/Salesflare-vs-Seamless-AI)[Dripify vs Salesflare](https://www.capterra.com/compare/149522-215082/Salesflare-vs-Dripify)[ActiveCampaign vs Salesflare](https://www.capterra.com/compare/79367-149522/ActiveCampaign-vs-Salesflare)[HubSpot Marketing Hub vs Salesflare](https://www.capterra.com/compare/149522-171840/Salesflare-vs-HubSpot-Marketing)[Salesforce Sales Cloud vs Salesflare](https://www.capterra.com/compare/61368-149522/Salesforce-vs-Salesflare)[Cognism vs Salesflare](https://www.capterra.com/compare/149522-169083/Salesflare-vs-Cognism)[Constant Contact vs Salesflare](https://www.capterra.com/compare/31898-149522/Constant-Contact-vs-Salesflare)[Lead Forensics vs Salesflare](https://www.capterra.com/compare/149522-156889/Salesflare-vs-Lead-Forensics)[TAMI vs Salesflare](https://www.capterra.com/compare/149522-150793/Salesflare-vs-TAMI)[Pipedrive vs Salesflare](https://www.capterra.com/compare/132666-149522/Pipedrive-vs-Salesflare) [Zoho CRM vs Salesflare](https://www.capterra.com/compare/149522-155928/Salesflare-vs-Zoho-CRM)[Apollo.io vs Salesflare](https://www.capterra.com/compare/149522-158696/Salesflare-vs-Apollo)[Lusha vs Salesflare](https://www.capterra.com/compare/149522-198383/Salesflare-vs-Lusha)[EngageBay CRM vs Salesflare](https://www.capterra.com/compare/149522-178819/Salesflare-vs-EngageBay-Marketing)[Marketo Engage vs Salesflare](https://www.capterra.com/compare/75130-149522/Marketo-Lead-Management-vs-Salesflare)[Keap vs Salesflare](https://www.capterra.com/compare/76390-149522/Infusionsoft-vs-Salesflare)[CoPilot AI vs Salesflare](https://www.capterra.com/compare/149522-185258/Salesflare-vs-CoPilot-Prospecting-Dashboard)[Bitrix24 vs Salesflare](https://www.capterra.com/compare/113540-149522/Bitrix24-vs-Salesflare)[Spotler CRM vs Salesflare](https://www.capterra.com/compare/88929-149522/Really-Simple-Systems-CRM-vs-Salesflare)