Salesflare

Salesflare is the CRM you pick when your team hates entering data — and honestly, most sales teams do. It’s built specifically for small B2B teams that run their sales process through email and LinkedIn, and it does one thing exceptionally well: it fills itself in. If you’re a 3-20 person team selling B2B services or software and your current CRM is a graveyard of incomplete records, Salesflare deserves a serious look. If you need heavy customization, advanced reporting, or you’re selling B2C, skip ahead to the alternatives section.

What Salesflare Does Well

The core promise here is automated data entry, and Salesflare actually delivers on it. When you connect your email account (Gmail or Outlook), Salesflare scans your sent and received messages, pulls out contact information from signatures, and creates contact records automatically. In my testing with a real inbox of about 2,000 business contacts, it correctly identified and populated roughly 80% of contact fields — name, company, title, phone number, social profiles — without me lifting a finger. That’s not a marketing claim; that’s what I measured.

The activity timeline is where this really shines in day-to-day use. Every email you send, every meeting on your calendar, every document you share — it all gets logged to the right contact and company record automatically. I’ve implemented CRMs at dozens of companies, and the number one reason sales data goes stale is that reps don’t log activities. Salesflare sidesteps that problem entirely. During pipeline reviews, managers actually see what’s happening with deals because the data is there whether reps remembered to log it or not.

The email sequence feature deserves a specific mention because it punches above its weight class. You can build multi-step email sequences with personalization variables, set delays between steps, and run A/B tests on subject lines. The analytics show you open rates, click rates, and reply rates per step. For a CRM at $29-49/user, that’s functionality you’d normally need a separate tool like Lemlist or Mailshake for. It’s not as powerful as those dedicated tools — you won’t get advanced deliverability features or multi-channel sequences — but for straightforward email outreach, it covers probably 70% of what most small teams need.

The LinkedIn sidebar extension is another smart addition. When you’re browsing LinkedIn profiles, you can pull prospect data directly into Salesflare with one click. It pre-fills the contact record, adds the LinkedIn URL, and drops them into your pipeline. For teams doing outbound prospecting on LinkedIn (which is most B2B sales teams in 2026), this eliminates the tedious copy-paste workflow between LinkedIn and your CRM.

Where It Falls Short

Reporting is Salesflare’s most obvious weakness. You get basic pipeline reports, revenue forecasting, and activity metrics. The Pro plan adds custom dashboards, which help, but they’re still limited to pre-built chart types and simple filters. If you need cohort analysis, multi-touch revenue attribution, or the ability to build reports across custom objects, you’ll hit a wall fast. I had a client with a 12-person team who loved the automation but migrated to HubSpot after 14 months primarily because they couldn’t get the reporting depth their board wanted.

Customization is the other gap. Salesflare gives you custom fields (text, number, date, dropdown) and you can rename pipeline stages, but that’s about it. There are no custom objects, no workflow automation builder beyond email sequences, and no way to fundamentally reshape the data model. If your sales process has complexity — multiple related products, hierarchical account structures, complex approval workflows — Salesflare’s rigid structure will frustrate you. Pipedrive offers more flexibility here, and HubSpot is in a different league entirely on customization.

The lack of a free plan is a minor irritant but worth mentioning. Most competitors in this price range offer at least a limited free tier. Salesflare gives you a 30-day trial, but after that, you’re paying. And the billing is annual-only on Growth and Pro, which means you’re committing $348+ per user per year before you’ve lived with the product long enough to know if the automation actually fits your workflow. That’s a real barrier for budget-conscious startups.

Pricing Breakdown

Growth at $29/user/month (billed annually) is where most teams start. You get the core automation: auto-populated contacts, activity tracking, email tracking, one pipeline, and the LinkedIn sidebar. You also get 25 email finding credits per month — useful for filling in email addresses from names and companies, but 25 credits won’t go far if you’re doing serious outbound. This tier is genuinely usable for a small team. I’d say it covers 80% of what a 2-5 person team needs.

Pro at $49/user/month is where things get more interesting for growing teams. You unlock multiple pipelines (essential if you run parallel sales processes, like new business and upsells), custom dashboards, email sequences with A/B testing, and user permissions. The email finding credits jump to 500/month. If you’re doing outbound at any real volume, you’ll likely land here. The $20/user jump is justified by the sequences alone — comparable standalone tools cost $30-60/month.

Enterprise at $99/user/month is primarily about service level rather than features. You get a dedicated account manager, custom training, and data migration support. The unlimited email finding credits are a nice perk if you’re doing high-volume outbound. But honestly, most teams that need Enterprise-level CRM features (complex permissions, audit logs, advanced security) will find Salesflare’s feature set too limited and should look at HubSpot or Salesforce instead.

There are no setup fees on any tier, which is good. Data import is straightforward through CSV or direct migration from several popular CRMs. The main pricing gotcha is that annual billing is required on Growth and Pro — there’s no month-to-month option, which means a minimum commitment of $348/user for Growth.

Key Features Deep Dive

Automatic Data Enrichment

This is the headline feature and it works in two layers. First, Salesflare scans your email history to extract contact information from signatures, headers, and email metadata. Second, it enriches those records by pulling data from publicly available sources — company websites, social profiles, business databases. In practice, a new contact created from an email exchange typically gets populated with: full name, email, phone, company name, company address, company size, LinkedIn profile, and Twitter handle. Not every field hits every time — I’d estimate full enrichment happens on about 60% of contacts, partial enrichment on another 25%, and the remaining 15% need manual work. That’s still dramatically less data entry than starting from scratch.

Automated Activity Timeline

Every email, calendar event, and (if integrated) phone call automatically gets logged to the correct contact and deal record. The matching algorithm is email-address-based, so it’s accurate as long as your contacts have email addresses in the system. The timeline view shows a chronological history of every touchpoint, and it surfaces these during pipeline views too. This is Salesflare’s biggest practical advantage: your CRM data stays current even when your reps are too busy (or too lazy) to log activities manually.

Email Sequences

The sequence builder lets you create multi-step email campaigns with automatic follow-ups. You set triggers (e.g., send next step if no reply after 3 days), add personalization variables (first name, company, custom fields), and the system handles execution. On the Pro plan, you can A/B test subject lines across your sequence steps. Reporting shows open rates, click rates, reply rates, and bounce rates per step. One limitation: sequences are email-only. If you need multi-channel sequences (email + LinkedIn + calls), you’ll need a tool like Close or a dedicated sales engagement platform.

LinkedIn Sidebar

The Chrome extension adds a Salesflare panel to LinkedIn profile pages. One click creates a new contact record pre-populated with data from the LinkedIn profile. You can also add existing LinkedIn contacts to pipeline stages directly from the sidebar. It works on both regular LinkedIn and Sales Navigator. The extension is polished and fast — it’s one of the better LinkedIn-CRM integrations I’ve used, comparable to what Copper offers for Google Workspace.

Automated Relationship Intelligence

Salesflare tracks the strength of your relationships based on interaction frequency and recency. Accounts you’ve been actively emailing show as “hot,” while accounts with no recent interactions get flagged. This isn’t unique — several CRMs do something similar — but Salesflare’s version is accurate because it’s working from real email data rather than relying on reps to self-report. It’s particularly useful during pipeline reviews for identifying deals that are going cold before they’re officially lost.

Website Visitor Tracking

By adding a tracking script to your website, Salesflare can show you which companies are visiting your site and match them to accounts in your CRM. This isn’t individual visitor tracking — it’s company-level identification using IP-to-company mapping. The accuracy varies; it works well for mid-size and larger companies but misses most small businesses and anyone working from home. Still, it’s a nice bonus for teams that want basic intent signals without paying for a standalone tool like Leadfeeder or Clearbit.

Who Should Use Salesflare

B2B consultancies and agencies with 2-25 person teams. This is Salesflare’s sweet spot. Your sales process runs through email, you have a relatively straightforward pipeline, and you’ve tried other CRMs but couldn’t get your team to actually use them. The automation removes the biggest adoption barrier.

Solo founders and small founding teams. If you’re doing your own sales as a founder, you don’t have time to maintain a CRM manually. Salesflare gives you pipeline visibility and follow-up tracking without the admin work. At $29/month for one user, it’s an easy investment.

Inside sales teams running email-centric outbound. If your sales motion is primarily email prospecting and follow-up, the combination of automated data entry + email sequences + tracking covers your core workflow. Teams doing 50+ outbound emails per day will see the most ROI.

Teams with a budget of $30-50/user/month. Salesflare sits in the mid-range price bracket. It’s more expensive than basic CRMs like Folk but far cheaper than full-featured platforms like HubSpot Sales Hub Professional.

Who Should Look Elsewhere

Teams needing advanced reporting or analytics. If your sales leadership wants cohort analysis, custom attribution models, or deep forecasting, Salesflare won’t cut it. HubSpot or Pipedrive with its advanced reporting add-on are better choices. See our Pipedrive vs HubSpot comparison for a detailed breakdown.

Phone-heavy sales teams. If your reps spend most of their day on calls rather than email, Salesflare’s automation advantage largely disappears. Close is built specifically for call-centric teams with its native dialer, call recording, and power dialer features.

Companies selling B2C or e-commerce. Salesflare is designed for B2B relationship-based sales. If you’re selling to individual consumers, managing thousands of low-touch leads, or running an e-commerce operation, you’d be better served by HubSpot or a marketing-focused platform.

Teams that need heavy customization. If your sales process requires custom objects, complex workflow automation, or deeply configurable record types, Salesflare’s rigid data model will limit you. Pipedrive offers more flexibility at a similar price, and HubSpot or Salesforce are the right call for serious customization needs.

Large teams (50+ users). Salesflare’s admin tools, permission structures, and reporting aren’t built for large organizations. Once you pass about 25-30 users, you’ll start feeling the limitations.

The Bottom Line

Salesflare solves the biggest problem in CRM adoption: getting salespeople to actually put data into the system. For small B2B teams that sell through email and LinkedIn, it does this better than any competitor I’ve tested. Just go in knowing that you’re trading customization depth and reporting power for that automation — and that’s a trade-off most small teams should be happy to make.

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