Salesflare Review: Tried & Tested [2021 Update]

CRM is short for Customer Relationship Management System. That’s basically what it is. If you are in sales or any other profession that requires you to manage customer relationships then there’s software for that. Systems are supposed to help you to keep track of:

• Who are these people?
• What are the contact’s details?
• Where are they in the lifecycle, how many times have you communicated with them?
• How are you communicating with them? Email or phone or chat? 
• When are you planning to follow up?
• What kind of sales outreach are you running?

“As soon as you have over 10-20 customers,  it becomes harder to keep track of everything and your CRM becomes your memory for all the small details about your customers”

If you have 3 customers, you probably don’t need software to manage it. You just email with them. You have their phone number in your contacts. If you want them to pay you, then you make an invoice in Excel, send it over to them, and they pay it and everything is fine.

But as soon as you have tens of customers, let’s say from ten, twenty, or more, then it starts becoming harder to keep track of everything. And your CRM kind of becomes your memory for all the small details about your customers.

And if you are a team, then there’s the additional aspects like you’re both working on something and you need a shared memory list at some point. Or somebody might leave, and everything goes with him and his memory.

It’s best that you store it in a system and keep track of it together.

Yes. That’s our goal. So I would say yes. We make a CRM system that is really easy to use in the sense that it’s a straightforward interface, where we hide the more complex features a bit. We make it easy to set up. Just connect it to your emails and then it starts working for you.

We also make it easy to keep it alive, in the sense that most of our competitors, they have a system that is maybe easy to use and easy to set up, but it requires a lot of manual data inputs for you to get value out of the system. And Salesflare eliminates a lot of that manual data inputs, and actually helps you to remember, instead of you having to put it in the system to remember.

We are making a CRM that automates a lot of things to make the CRM work, so that it’s less work for you to keep it alive. And our plan, actually, is to make it more and more intelligent.

If you look in our knowledge base, there’s an article about our road map there. It explains that we start with automating all the manual data work that sales people have to do that can be automated we have been automating.

One of the things that sales people hate, is filling out their CRM while they could be selling. Another thing they hate is keeping track of everything. We are now building out an automated to do list. That automates a lot of that work, like ‘I should call this customer again’, and you get an email from this customer and you didn’t reply. All those kind of things. And then in the next step, we will start automating a lot of the follow up emails and those kind of things.

We’re really evolving the system into something that is an intelligent system that helps you as a salesperson without much work to take care of your customers (in a good way). And it helps you to really focus on the customer relationship instead of all the admin work that you have to do otherwise.

I think that the best way of improving your productivity is to install the different apps, especially the ones in your emails. If you have Gmail or Outlook, there’s plug-ins. When opening an email you can see all the related customer info next to it, which Salesflare pulled for you. You can see whether they opened your email, clicked on things, went to your website, … but also who you know at the company and what you’re selling them right now.

On the other hand there’s the mobile apps. They enable you to use all functionality of Salesflare on the go. You also get notifications, which Is pretty helpful. And on Android, it syncs your call history.

And There’s also the website tracking, which is a cool feature too.

When you have the Gmail or Apple plug-in, it is tracking in your emails if anyone clicks on any of the links in your emails, then they’re tracked and this is linked up with the website tracking. Which tracks the same cookies, so you can see where this person clicked before they went to your website, or after they went to your website. You can see that they visit specific pages for a specific amount of time.

Check out our list of the best sales tools

When you have the Gmail or Apple plug-in, it is tracking in your emails if anyone clicks on any of the links in your emails, then they’re tracked and this is linked up with the website tracking. Which tracks the same cookies, so you can see where this person clicked before they went to your website, or after they went to your website. You can see that they visit specific pages for a specific amount of time.

There’s a recurring revenue feature too. You don’t find that in almost any other CRM system. You can keep track of monthly recurring revenue. You can track when a contract starts, when it ends. The amount of units, the price per units, all those kind of things. Then it calculates your MRR (monthly recurring revenue), calculates how much you’re earning on each customer for the lifetime contract, and those kind of things.

What is important is that you find something that works for you. Our system is not really made for B2C. It works very well for B2B.

Next to that, it’s important that if you’re testing CRMs, you see which one you can see yourself being most productive with. And we think we are doing a good job with that by automating a lot of stuff and making the interface super easy to use.

We have one plan. It has an annual and a monthly version.

The monthly one is $35 per user per month. And the annual is $30 per user per month.