Salesflare CRM

About Salesflare CRM

Salesflare is a cloud-based customer relationship management (CRM) solution aimed at startups and small businesses, which is designed to automate data entry and remove the need for users to enter company, contact, meeting, and call data manually. Salesflare automatically gathers company and contact details from within email body text, email signatures, social media profiles, and other sources, removing the need for users to manually seek out and enter contact information. Customers are automatically identified from team phone and email contacts, and their details shared in a centralized address book, while maintaining access controls on private contacts. Users can also view their colleagues’ networks, and see which individuals they have contact details for. Salesflare also logs meetings and calls through interfacing with users’ calendar applications and mobile phone logs, and stores all files and documents exchanged with customers in individual folders. Salesflare presents opportunities to users in an overview which automatically surfaces the opportunities requiring action. Opportunities can be viewed both in the stages view and in a timeline view, which presents the full contact history to all participating team members. Users can choose to take action immediately, schedule a follow-up for later, or assign the lead to another team member. Customers’ engagement is tracked, sending users real-time notifications when a customer opens an email, visits the website, or clicks a link, with this insight allowing customers to tailor their follow-ups.