Salesflare is a new type of CRM system — one we recommend for:
- Personal use
- Small business owners
- Real estate agents
- Roles where you work individually or in small teams.
Salesflare Brief Video Review
Video created with Loom.
Ease of use
Let’s quickly review the user interface inside LinkedIn, noting that it’s the same treatment in your email clients — the window on the right side is the Salesflare Personal CRM solution.
As a business and personal relationship manager, it’s especially important that I don’t have to switch between applications.
And we all know that the majority of CRM tools are not user-friendly.
On the right side of your screen, you see all information you have and any existing on LinkedIn that you don’t yet have in your personal CRM software.
Finding potential business clients, and enriching the information you already have, is simply a matter of clicking Create or Add.
Even I can do it.
And the application itself is just as simple, with only a few screens to navigate and the everyday tasks right at your fingertips.
The ability to manage relationships is critical for any solopreneur, small business owner, seller, or human being, and keeping contact data and associated information up to date is essential for success.
We blurred some of the screens — where various accounts are listed.
The right side of the screen should look familiar; it’s the same as what you see on LinkedIn or your email client.
The middle of the screen shows all activities that have taken place with the account. This information includes emails that are flowing into your inbox.
And along the top of the window, switch between Tasks, Files related to the account, and their latest social media activity.
Adding business and personal contacts is easy, even if you don’t know their email address.
Let’s add a contact
Look at Adri’s LinkedIn profile, he is a product engineer at Salesflare, and I do not know him personally.
But, I’m impressed with Salesflare and want to connect with him eventually.
And thanks to LinkedIn and my personal CRM tool — I am on my way.
In the lower right of the screenshot, we see he is listed as a Suggested Contact (because we are on his profile), and we will click on the plus button next to his name.
Note that, after clicking the + button, the user interface updates to the Add Contact screen, looking like this:
Again, note that the email address is empty on the right side of the Salesflare chrome extension because Adri does not publish it on his profile.
But, despite the fact that he did not publish this on his social media accounts, we may be able to find it.
To try, choose FIND.
And Salesflare does reveal his email address — which we won’t share here.
That allows us to add Adri’s contact information into our Personal CRM software to use in the future.
We can also, as you would expect with a solution like this, store phone numbers, addresses, and everything else you need for follow-up.
Note: This is an excellent capability for a personal relationship management tool to have — please use it responsibly, ethically, and legally. The rules and regulations around personal information and how you are allowed to connect vary across the globe.
What else do we love about Salesflare’s Personal CRM Software?
- Smart reminders can help you manage your calendar, as tasks are set up in Salesflare for your calendar entries.
- Key files can easily be added to accounts, which is great for keeping track of what is shared with prospective clients.
Using a Personal CRM like Salesflare is a powerful way for any business owner or sales rep to stay on top of essential activities.
Salesflare Around The Web
Salesflare is the intelligent sales CRM that small businesses selling B2B love to use. It’s a zero-input pipeline management tool that thinks and works for its user, not the other way around.
Antwerp, Antwerpen, Belgium
Salesflare was founded in 2014
Salesflare is a privately held company.
Salesflare has raised €350K
Technology, Financial Services
A team in Salesflare is simply the group of users who have named user accounts in your Salesflare instance. See this image from the Salesflare administration area.
From this screen, you can view all named users and the users who have been invited but have not yet accepted the invitations.
The short answer is that you cannot automatically import LinkedIn contacts into Salesflare.
The Salesflare Chrome extension makes it easy to add users manually.
Unfortunately, Zapier, which is used to develop no-code integrations for Salesflare, does not allow you to monitor for new LinkedIn contacts.
In the Contacts section of Salesflare, you can Select All contacts and then Delete all users.
Yes – via the notifications capabilities of Salesflare.
The Email Open notification is what you need to enable.
There is no way to create a recurring task in Salesflare at this time.
To integrate Salesflare and Mailchimp, use Zapier.
You can monitor for new Subscribers in Mailchimp and automatically create Contacts from them.
And you can monitor for new Contacts in Salesflare and automatically add or update Subscribers to a list.
Zapier has a FREE plan which will work for small businesses looking for a no-to-low cost option.
- Very easy to use the system leading to less work in comparison to some other tools
- Works well with Microsoft Outlook, Gmail, and your LinkedIn social profiles
- Can send personal emails, and keep them separate from business activities
- Works well on mobile devices via its own app.
- Meetings in your calendar are tracked as tasks, making follow-up simple — and keeping you on the right path with prospects and customers
- Only lightly customizable
- Very few integrations built-in
- Credit card required to get started, even with the free trial
Pricing is very reasonable, with their Growth Plan priced at $29/user/month if you pay annually or $35/user/month if you pay monthly.
And you can start with a 14-day free trial to confirm this solution will work for your needs.
What’s included with the Growth plan?
- Automate your CRM data input
- Track emails, links, and website visits
- Use a fully-featured email sidebar & mobile apps
- View individual and corporate social media activity.
- Send personalized email campaigns
- 25 email finding credits
The email finding credits are helpful when you are in a pinch. If you don’t know the lead’s email address, you can use this functionality.
- $29/user/month (if billed annually, $35 if billed monthly)
- 25 email finding credits
- $49/user/month (if billed annually, $55 if billed monthly)
- 500 email finding credits
- Custom Dashboards
- $99/user/month (billed annually)
- Unlimited email finding credits