Salesflare is a customer relationship management system created in 2014 specifically for small and medium-sized business-to-business organizations. The platform automates data collection and lead management to minimize manual administrative work for commercial teams. Rather than requiring representatives to manually record every interaction, the software extracts contact details and activity history directly from communication tools. It caters to industries such as consultancies, marketing agencies, software development firms, and technology companies that focus on relationship-driven sales processes rather than high-volume consumer transactions.
The core mechanics of the platform center on automated contact and interaction logging. By connecting directly to business mail systems like Google Workspace and Microsoft 365, the software scans incoming and outgoing communication to construct timeline histories. It automatically creates contact profiles for individuals involved in emails or calendar meetings and enriches these entries by harvesting contact details from email signatures, including phone numbers and addresses. Additionally, the system continuously monitors interaction frequency to generate relationship strength scores and automatically flags accounts or conversations that have grown quiet or require follow-up actions.
Instead of forcing users to operate in a separate tab, the platform provides dedicated extensions for web browsers like Google Chrome as well as dedicated sidebars for Gmail and Outlook. These interfaces allow team members to access CRM features directly alongside their email inbox or while browsing social channels like LinkedIn and LinkedIn Sales Navigator. Sales reps can look up prospect details, create new entries, trigger automated outreach campaigns, and check contact histories without context switching. A built-in email finder also lets users search for business email addresses directly from prospect profiles.
For pipeline management, the system offers visual drag-and-drop boards to track opportunities through custom deal stages. Its structure uses an account-centric model, giving team members a comprehensive historical view of all communications, meetings, and updates related to a specific client company. Beyond standard email logging, the application tracks when recipients open messages, click embedded links, or visit company web pages. Users can utilize shared or private email templates and execute multi-step automated email sequences that send personalized messages straight from the user's primary email inbox until a lead responds.
To support mobile workflows, the software includes a dedicated mobile application equipped with a business card scanner that digitizes physical contact details into CRM records. Built-in reporting functionality includes customizable dashboards that analyze sales metrics, pipeline movement, and team performance data to provide operational visibility. The system also offers collaborative capabilities so team members and managers can view interaction timelines, assist with ongoing opportunities, and conduct sales coaching using up-to-date communication records.
Sales representatives sourcing potential business-to-business clients on LinkedIn or LinkedIn Sales Navigator can use the Chrome extension to streamline lead creation. Users view prospect profiles on LinkedIn, pull contact information into the database, and utilize the integrated email finder to locate business addresses. From the browser overlay, reps can immediately enroll discovered leads into automated email sequences or send direct messages without leaving the social platform or manually copying information into separate software windows.
Automated Follow-Up for Sales Opportunities
Commercial teams can streamline follow-ups across complex sales cycles using automated tracking and proactive reminders. The platform tracks email opens, link clicks, and subsequent website visits, providing context on prospect engagement levels. If an email remains unreplied or a customer conversation stalls over a set period, the system notifies reps to re-engage. Teams can also deploy pre-designed email templates or multi-step automated sequences that continue reaching out until the lead responds.
Client Relationship Management for Consultancies
Consultancies handling extended engagement cycles can maintain historical continuity across long term account relationships. Since the platform automatically captures emails, scheduled meetings, and contact details from Google Workspace or Microsoft 365, consultants retain complete conversation logs even when project referrals take months to finalize. When previous clients return with new needs or team members shift assignments, staff members can review account-centric timelines to understand past interactions without sifting through personal inboxes.
Email Workflow Integration for Marketing Agencies
Marketing agencies managing prospective client conversations directly within Gmail or Outlook can handle CRM operations without switching browser tabs. The email sidebar surfaces account context, relationship scores, and historical interaction records directly alongside active message threads. Agency account managers can modify deal stages, create contacts automatically from incoming messages, update account notes, and send shared email templates while remaining inside their primary email client interface.
Onboarding New Sales Representatives
Business managers can simplify account handoffs and new hire onboarding using account-centric activity timelines. Because communication logs, calendar events, and contact information are attached directly to client accounts rather than isolated opportunities, incoming reps can instantly review complete historical contexts. Team leaders can supervise ongoing deals and coach new staff members using visible interaction data, eliminating the need to request status updates or manually re-enter contact histories during internal transitions.
Digitizing Business Cards at Events
Representatives attending conferences or face-to-face networking events can quickly digitize paper contact details using the mobile application. The mobile app incorporates a business card scanner that reads physical cards and populates contact fields inside the system. New entries automatically link to corresponding client accounts, allowing mobile sales staff to capture prospect data, assign follow-up tasks, and log initial meetings while away from their desks.
Alternatives to Salesflare
Other tools in Sales, listed A–Z. No vendor pays to appear here.
The CRM connects to your Gmail or Outlook email accounts and Google or Microsoft calendars to log interactions automatically. It creates contact profiles for people you email or meet with and parses their email signatures to extract details like phone numbers and addresses. This keeps the database updated without manual typing.
Can Salesflare integrate with personal LinkedIn accounts?
Yes. Salesflare offers a native integration with personal LinkedIn accounts as well as LinkedIn Sales Navigator using a Chrome extension. This allows users to add leads, search for email addresses, view context, and launch automated email sequences directly while viewing LinkedIn profiles, without paying for third-party connector utilities.
Does Salesflare offer a free trial?
Yes, Salesflare provides a 30-day free trial for new users to test the platform's features. Prospective customers can sign up and evaluate the full functionality without entering credit card information during registration. The trial includes access to email tracking, automated email sequences, LinkedIn integration, and automated contact updates to help teams test their sales workflows completely.
What email providers are compatible with Salesflare?
Salesflare integrates directly with business email accounts hosted on Google Workspace, including Gmail, and Microsoft 365, including Outlook. It continuously synchronizes incoming and outgoing emails, calendar appointments, and contact signatures while providing dedicated sidebars inside Gmail and Outlook so team members can manage CRM entries directly from their inbox interface without switching tabs.
How does email and web tracking work in Salesflare?
The platform monitors when recipients open emails sent through the system and tracks clicks on links contained within those messages. It also tracks subsequent website visits, recording which specific web pages were viewed and how long prospects spent exploring the site, providing detailed contextual insight into overall lead interest levels.
What support and training options are available?
The vendor provides direct support messaging with a team that includes standby developers to resolve technical issues. Additionally, businesses can schedule free one-on-one product demonstrations, request free team training sessions, and attend biweekly webinars focused on using AI CRM tools to close more sales deals and improve commercial team follow-up productivity.
Is Salesflare suitable for B2C sales?
According to the vendor, Salesflare is designed specifically for small and medium-sized B2B companies, consultancies, marketing agencies, software development houses, and tech firms engaged in relationship-driven sales. It is explicitly tailored for B2B relationship management and is less suited for high-volume, transactional business-to-consumer (B2C) sales workflows that do not rely on personalized account management.
How do email sequences work in Salesflare?
Email sequences allow sales representatives to send personalized, multi-step automated email campaigns at scale straight from their primary business email inbox. Reps can enroll prospective leads gathered from LinkedIn profiles or CRM lists directly into these automated workflows, which automatically continue reaching out with follow-ups until the recipient sends a reply.
What are relationship strength scores?
Relationship strength scores evaluate the frequency and density of email communication between team members and client contacts. The system calculates these scores to show which team member has the closest connection to a specific prospect, making internal introductions and account management more effective.
Does Salesflare include a mobile app?
Yes, Salesflare offers a dedicated mobile application that allows representatives to track and manage customer relationships from anywhere. The mobile app includes a business card scanner to quickly digitize physical contact cards into CRM contact entries during live networking events, as well as mobile pipeline tracking and customer activity management features.
Who uses Salesflare?
Salesflare is built specifically for small and medium-sized business-to-business (B2B) sales teams, startups, consultancies, marketing agencies, software development houses, and technology companies. It is tailored for relationship-based sales workflows rather than high-volume consumer (B2C) transactions.
Small and Medium-Sized Businesses
B2B Sales Teams
Consultancies
Marketing Agencies
Startups
Software Development Houses
Technology Companies
Salesflare pros and cons
Until real users review Salesflare, this tab shows what the vendor highlights and the points worth checking — never invented opinions.
What Salesflare highlights
Native integration with both personal LinkedIn accounts and LinkedIn Sales Navigator without requiring third-party tools.
Automatic capture of contacts, emails, calendar meetings, and email signature data to reduce manual CRM upkeep.
Full CRM functional access directly within Gmail, Outlook, and Chrome browser overlays.
Account-centric timeline organization that unifies all team communication history for shared visibility.
Points to check before choosing
The software is built specifically for B2B relationship sales and does not target high-volume, transactional B2C business models.
Core data capture relies heavily on integration with Google Workspace or Microsoft 365 email and calendar ecosystems.
The vendor's site does not detail specific data residency options or compliance certifications.
The built-in email finder relies on monthly lead credits, which may require supplemental credit packages for high-volume prospectors.
Salesflare features
Native LinkedIn Integration
The platform connects natively with personal LinkedIn accounts and LinkedIn Sales Navigator via a Chrome browser plugin. Users can view prospect details, create contacts or accounts directly from profile pages, retrieve verified email addresses through the email finder, and start automated email sequences without switching tabs or paying for separate integration software.
Automatic Data Capture
The software automates database maintenance by gathering contact details and interaction histories directly from linked email accounts and calendars. It automatically creates new contact entries for people encountered in messages or meetings and updates account timelines in real time, eliminating manual data entry tasks for sales representatives.
Visual Sales Pipelines
Commercial pipelines are displayed using drag-and-drop visual boards that map out deals across custom stages. Representatives and sales leaders can move opportunities through different phases, review current deal metrics, track pipeline progression, and identify active leads that require immediate attention to maintain sales momentum.
Automated Email Sequences
Sales reps can design and execute multi-step automated email campaigns directly from their primary inbox. Sequences deliver personalized messages at scale to prospects imported from LinkedIn or CRM lists and automatically cease follow-up steps as soon as a recipient replies to an email.
Email and Web Tracking
The platform tracks prospect engagement by monitoring when recipients open sent emails and click inside embedded links. Furthermore, it records when these individuals visit company web pages, documenting which specific pages were viewed and how much time leads spent on the website.
Email Signature Sync
The system automatically extracts contact details from incoming email signatures. Phone numbers, job titles, and office addresses included in email footers are parsed and populated into the corresponding contact records, ensuring contact info stays current without manual copy-pasting.
Relationship Intelligence
Algorithms evaluate team communication patterns to determine relationship strength scores for leads and accounts. The system identifies which colleagues possess the strongest connections to specific contacts based on message volume and frequency, enabling more effective internal introductions and account routing.
Email Sidebar for Gmail and Outlook
Dedicated sidebars bring CRM tools directly into Gmail and Microsoft Outlook interfaces. Users can create leads, update pipeline stages, view contact background details, and apply shared email templates while remaining inside their inbox, avoiding constant tab switching during daily email tasks.
Built-in Email Finder
An integrated email lookup feature allows sales representatives to find verified business email addresses for prospects on LinkedIn or within the platform. The functionality eliminates the need for separate email discovery plugins and includes dedicated monthly lead credits on CRM plans.
Follow-Up Reminders
Automated prompts notify team members when communication flows stall. The system detects unreplied emails and alerts representatives when customer accounts have gone quiet over a designated period, helping reps maintain continuous follow-up and prevent opportunities from falling through the cracks.
Business Card Scanner
Included within the mobile application, the card scanning feature allows field sales reps to photograph physical business cards. The software extracts printed text and creates enriched contact records inside the database, enabling quick contact creation during live conferences or offsite client meetings.
Account-Centric Timelines
Interactions are organized around unified company account records rather than isolated deals. Timelines aggregate emails, meetings, notes, and call logs from all team members into a single view, ensuring complete historical transparency across the entire organization.
Customizable Dashboards
Analytics features let teams build customized reporting dashboards to assess commercial performance. Users can analyze revenue trends, monitor lead conversion velocity, evaluate representative activity metrics, and extract actionable insights to refine ongoing sales strategies.
Salesflare pricing
We don't publish prices: they change often and differ by country. Check current plans on Salesflare's own pricing page.
All subscription plans include email integration features, LinkedIn integration tools, and monthly lead credits for business email searches. Additional lead credit packages are available for higher prospecting needs. The vendor offers a 30-day trial without requiring credit card registration.
Salesflare integrates directly with business email and calendar systems, web browsers, and social networking platforms. It connects natively with Google Workspace (Gmail, Google Calendar) and Microsoft 365 (Outlook), providing inbox sidebars and background timeline synchronization. It also offers native integration with LinkedIn and LinkedIn Sales Navigator through a Google Chrome plugin. Additional connectivity can be established using third-party tools like AddToCRM.
Gmail
Google Calendar
Google Workspace
Outlook
Microsoft 365
LinkedIn
LinkedIn Sales Navigator
Google Chrome
AddToCRM
Salesflare support
Customer support options include direct messaging with a support team that includes standby developers for technical issue resolution. The vendor provides free one-on-one product demonstrations and free team training sessions. Additionally, users can participate in biweekly educational webinars covering AI CRM usage and sales strategies.
live messaging
email
webinars
one-on-one demos
team training
Salesflare reviews
We don't show a rating for Salesflare until at least 10 real users have reviewed it — so far, 0 of 10. Reviews are read and approved by hand; none are identity-verified, but none are bought or invented either.
How this page was made
Prepared by our automated operator · Awaiting review by the publisher (not shown to search engines until approved)
This page was written with AI from 7 pages of salesflare.com's own website (read on Sep 16, 2026) and checked automatically: no copied wording, no prices, and no figure that isn't on the vendor's site. Nobody on our team has tested Salesflare.
