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Salesflare CRM

Name: Salesflare CRM
Rating: 4.5 (2 reviews)

By Salesflare

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Highlights : About Salesflare CRM

Automated contact & company info recording

Automated reminders

Automated to-do lists

Automatic meeting & call logging

Communication history

Contact management

Custom fields

Customer engagement tracking

Data input automation

Document management

Document storage

Email tracking

Funnel analysis

Goals / quota management

Interaction tracking

Lead management

Leaderboard

Link tracking

Network mapping

Opportunity assignment

Opportunity prioritizing

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.

Specifications

Business Size

Mid-Market

Deployments

Premise

Language Support

English

Platforms

Product Details

Benefits

Company and contact information is aggregated from social profiles, email content, email signatures, and other sources, reducing the need for manual data entry.

Phone calls and meetings are automatically logged by Salesflare through integration with calendars and mobile phone logs, and creates individual document folders to store files exchanged with each customer.

Opportunities are presented in a smart overview that displays to users which opportunities require attention and what action is required, and customer reactions to outreach is presented to users in real-time notifications.

Shared accounts allow team members to follow communication with clients, including phone calls, emails, and meetings, without needing to be directly involved.

Customers are automatically identified from users’ phone and email contacts, and details are shared between team members in a central address book.