CRM (Customer Relationship Management) > Salesflare
Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.
CRM (Customer Relationship Management)
Salesflare
Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Salesflare is a zero-input sales pipeline tool and CRM that thinks and works for the user, not the other way around.Getting started with Salesflare is remarkably simple. When you create an account, the app will connect to your email server to import your contacts. This feature means you don't have to do much (if any) manual data entry to implement the CRM. Of course, you can always add a contact, account, or opportunity by clicking on the large orange plus sign in the lower right-hand corner. Read MoreAnd if you need to bulk import or export information at any time in the future, just select the ellipsis in Salesflare's top navigation bar. From there, select the data or customization action you want. If you click the Opportunities tab in the left-hand navigation bar, Salesflare will display all of your sales opportunities in a color-coded layout. This UX makes it easy to see at a glance which opportunities are in progress, won, or lost—along with a brief summary of the opportunities details, including any associated revenue.Additionally, the Insights tab will give you a 360° view of your sales data. Even if you're not a numbers whiz, Salesflare lays out key metrics like revenue, top-earning accounts, and average deal value in a straightforward, color-coded way that's simple to digest. If you select Team Member from the top navigation bar, you can see this data for each member of your sales staff, which is a great way to identify opportunities for professional growth.With its easy-to-navigate interface and straightforward Insights dashboard, Salesflare is a great choice for sales teams that need a robust (but uncomplicated) CRM. Whether your sales team is just getting started or growing quickly, Salesflare offers features that will help you manage your entire pipeline, from first touch to close and upsell.
Integrations
Auth Test
This is a trigger to test the Authentication.
Empty Result
Call that returns an empty result via scripting to fill an empty dynamic dropdown.
New Account
Triggers when a new account has been added.
New Contact
Triggers when a new contact is added.
New Group
Triggers when a new user is added.
New Opportunity
Triggers when a new opportunity has arrived.
New Stage
Triggers when a new stage is added.
New Tag
Triggers when a new tag is added.
New Task
Triggers when a new task is added.
New User
Triggers when a new user is added.
Opportunity Moved to Stage
Opportunity stage changed.
Add Contact to Account
Add a contact to an account.
Add User to Account
Add a user to an account.
Create Account
Creates a new account.
Create Call
Creates a new call.
Create Contact
Creates a new contact.
Create Meeting
Creates a new meeting.
Create Internal Note
Creates a new internal note.
Create Opportunity
Creates a new opportunity.
Create Task
Creates a new task.
Update Account
Update an existing account.
Update Contact
Updates an existing contact.
Update Opportunity
Update an existing opportunity.
Find Opportunity
Find an opportunity.
Find Person
Find a person.
Find Pipeline Stage
Find a pipeline stage.
Find User
Find a user.
Find Account
Find an account.
Find Contact
Find a contact.
Export results to different platforms
Get the results in Excel, PDF or integrating with our API
