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Salesflare is a powerful personal CRM for small business owners, freelancers and individual users. Salesflare helps with data input and automatic follow-ups as well as connecting to Gmail, Office 365, Exchange, iCloud, LinkedIn and Zapier.

 

Building a Personal CRM with Salesflare: A Comprehensive Guide

Why Use Salesflare for a Personal CRM?

Salesflare is a simple yet powerful CRM designed for small and medium-sized businesses selling B2B. It’s a CRM that fills out itself, saving you much time and energy. If you’re seeking an intuitive, automated, and intelligent sales CRM, Salesflare is a top contender. Here’s why:

  • Automated Data Input: The average salesperson spends only a day per week selling. Salesflare does the data input for you, allowing you to focus on what matters – selling.
  • Follow-up Assistance: Salesflare automatically assists you to follow up every opportunity at the right time in the right way. You’ll never miss a follow-up again.
  • Team Collaboration: Salesflare shows who discussed what with customers, enabling you to address them as one team.
  • Integration: Salesflare seamlessly plugs in with your other tools and systems, providing a true boost for your productivity.

Steps to Building Your Personal CRM in Salesflare

While the specific steps to build a personal CRM in Salesflare are not directly provided on the website, the general process would involve:

  1. Sign Up: Start by signing up for a Salesflare account. They offer a free trial, so you can test out the platform before committing.
  2. Import Contacts: Import your contacts into Salesflare. You can do this manually or by syncing with your email or other tools.
  3. Set Up Automation: Set up automation rules to automatically update your CRM data.
  4. Track Interactions: Use Salesflare’s tracking features to keep track of emails, links, and website visits.
  5. Collaborate: Invite your team members and collaborate on customer interactions.
  6. Follow Up: Use Salesflare’s follow-up features to ensure you never miss an opportunity.

How Much Does Salesflare Cost?

Salesflare offers three pricing tiers:

  • Growth: $29 per user/month (billed annually) or $35 billed monthly. This includes all CRM features you’d expect, plus automated CRM data input, tracking of emails, links and website visits, a LinkedIn sidebar, email sidebar & mobile app, personalized email campaigns, and 25 email finding credits.
  • Pro: $49 per user/month (billed annually) or $55 billed monthly. This includes all features on the Growth plan, plus the ability to send workflows of multiple emails, set user permissions, create custom dashboards, and 500 email finding credits.
  • Enterprise: $99 per user/month (billed annually). This includes all features on the Pro plan, plus custom training, data migration done for you, a dedicated account manager, and unlimited email finding credits.

Can You Create a Free Personal CRM in Salesflare?

Salesflare does not offer a completely free CRM. However, they do offer a free trial where you can try 100% of the functionality without entering a credit card. This allows you to test out the platform and see if it meets your needs before committing to a paid plan.

What Personal CRM Features Are Missing When You Use Salesflare?

While Salesflare is a robust CRM platform, it may not have all the features that some users might want in a personal CRM. For example, it’s primarily designed for B2B sales, so it might not have all the features needed for managing personal relationships or non-business contacts. Additionally, while it does offer automation and integration features, it may not integrate with all tools or offer all the automation features that some users might want. It’s important to evaluate your specific needs and compare them with what Salesflare offers to determine if it’s the right tool for you.

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We’ve researched close to 100 personal CRM software options so we can recommend the best personal CRM for your specific needs. We’ll show you how to build your own personal CRM, how to find personal CRM templates and what personal CRM apps are worth your time and money.

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