How to Use Salesflare to Automate Your CRM in 2026

快速入门

This guide covers every Salesflare feature:

• 入门 — Create your account and connect Salesflare
• How to Use Lead Finder — Find new leads from company databases
• How to Use CRM Email Integration — Sync business email from Gmail and Outlook
• How to Use Sales Tracker — Track conversations and link clicks
• 如何使用电子邮件查找器 — Get verified emails from the LinkedIn sidebar
• How to Use Data Enhancer — Automatic data enrichment for accounts
• How to Use Customizable Dashboard — Build custom fields your team loves
• 如何使用电子邮件模板 — Send email sequences at scale
• How to Use Email Tracker — See email tracking in real time
• How to Use Automated Reminders — Automate follow-up tasks
• How to Use Visual Pipelines — Manage deals in visual pipelines

所需时间： 每部影片 5 分钟

本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

I’ve used Salesflare for over a year and tested every feature here.

This tutorial on how to use Salesflare comes from real hands-on work.

Not marketing fluff or vendor screenshots.

Every step below was checked inside a live account.

Salesflare is one of the easiest 客户关系管理 tools for small and medium sales teams.

It strips out the manual work that makes most CRMs painful.

But most users only scratch the surface of its 客户关系管理 功能性。

This guide shows you how Salesflare works, feature by feature.

一步一步教你，附带截图和专业技巧。

By the end you can run your whole sales process inside one system.

I also point out the small traps that slow new users down.

Follow the steps in order and you will avoid the common pitfalls.

Salesflare Tutorial

This complete Salesflare tutorial walks you through every feature step by step.

From your first sign-in to advanced 自动化 that saves your team hours.

Each section covers one tool, with a checkpoint so you know it worked.

You don’t need any technical skills to follow along.

If you can send an email, you can run this whole tutorial.

Work through it once and your CRM will mostly run itself.

Getting Started with Salesflare

Before using any feature, connect Salesflare to your 收件箱 once.

Setup takes under 30 minutes with no setup fees.

You only need a 商业 email and a web browser to start.

请先观看这段简短的概述：

现在让我们一步一步来。

第一步：创建您的帐户

Go to the Salesflare website and click Sign Up.

请输入您的企业邮箱并创建密码。

Every plan starts with a 30-day free trial.

No credit card is needed to test the system.

✓ 检查点： 请查看您的收件箱，确认邮件已发送。

Step 2: Connect Your Inbox and Calendar

Connect Salesflare to your Gmail or Outlook account.

This lets the system capture email and calendar data automatically.

It also pulls your meetings and calls into each contact.

这就是仪表盘的样子：

✓ 检查点： You should see your main dashboard.

步骤 3：完成初始设置

Add your team so everyone shares the same data.

Then sync contacts from your existing address book.

Install the Salesflare mobile app for iOS or 安卓 if you sell on the go.

You can also add the Chrome extension for LinkedIn.

You can also create custom fields now for the data your business tracks.

Connecting these tools 早期的 means less cleanup work later.

Finally, invite a teammate so your sales process stays aligned.

How to Use Salesflare Lead Finder

线索查找器 lets you find new leads from large company databases without manual work.

The Lead Finder pulls fresh contacts straight into your CRM.

It searches company databases so your sales teams skip the boring research.

This means more leads and far less data entry each week.

Most sales teams waste hours hunting for leads across scattered tabs.

The Lead Finder replaces that grind with one clean search.

It pulls from public company databases so the data stays fresh.

Say you sell to software firms in Europe with under 50 staff.

You set those filters once and the right contacts appear.

From there each lead flows into your pipeline with no manual work.

以下是使用步骤。

现在让我们逐一分析每个步骤。

步骤 1：打开线索查找器

Click Lead Finder in the left menu of your account.

This opens the search panel where you build your list.

The menu stays on the left no matter which page you open.

Step 2: Set your search filters

Pick industry, company size, role, and location to target the right customers.

Tight filters give you better leads and cleaner data.

You can stack several filters to narrow a huge list quickly.

这就是它的样子：

✓ 检查点： A list of qualified leads appears, ready to track.

Step 3: Add leads to your pipeline

Select matching contacts and push them straight into your CRM.

Each lead lands in your address book ready to track.

Adding a lead also starts tracking it across your whole sales process.

A typical workflow looks like this for a busy rep.

You block ten minutes on Monday to build the week’s lead list.

Filters do the heavy lifting so you skip endless manual searching.

By Tuesday those leads are already moving through your pipeline.

This rhythm keeps your funnel full without buying extra productivity tools.

The bottom line is simple for any sales team.

More qualified leads reach your pipeline with less manual work.

That is the whole point of a modern CRM.

How to Use Salesflare CRM Email Integration

CRM Email Integration lets you connect Salesflare to Gmail and Outlook so your business email syncs automatically.

This is the feature that makes Salesflare works almost on its own.

Connecting your inbox lets the system capture every email and meeting.

Your team stops doing data entry and gains full conversation history.

This connection is the heart of how Salesflare works.

Once your inbox is linked, the CRM updates itself in the background.

Every business email you send or receive lands on the right contact.

Meetings from your calendar attach to the matching account too.

Your team builds full history without ever opening a spreadsheet.

That shared history keeps your relationships strong over time.

以下是使用步骤。

现在让我们逐一分析每个步骤。

Step 1: Connect your inbox

Go to Settings and connect Salesflare to your Gmail or Outlook account.

Connecting takes one click and no technical setup.

Salesflare supports both Gmail and Outlook out of the box.

Step 2: Authorize the connection

Approve access so email and calendar data is captured automatically.

This connection also pulls your meetings into each timeline.

From now on the system captures email and meetings on its own.

这就是它的样子：

✓ 检查点： Every email and meeting now logs against the right contact.

Step 3: Confirm the sync

Open any contact to see past conversations pulled into the timeline.

You can sync contacts from several email addresses at once.

This is where most of your data entry simply disappears.

Picture a sales team of five sharing one customer.

Without integration, each rep keeps notes in a separate inbox.

With Salesflare, every email and meeting lands on one shared account.

Anyone can open the contact and see the full history 即刻.

That shared view is what keeps a team aligned on the data.

This one connection changes how the whole system feels.

Your CRM stops being a chore and starts working for you.

Connecting your inbox is the single best first move.

How to Use Salesflare Sales Tracker

Sales Tracker lets you track conversations, link clicks, and deals across your whole sales process.

The Sales Tracker shows every touchpoint on a single timeline.

It helps you track conversations, calls, and meetings without manual logging.

You always know where each deal sits in your sales process.

A deal is only as good as the data behind it.

The Sales Tracker shows calls, emails, and meetings in one timeline.

You can track conversations across the whole sales process at a glance.

When a prospect clicks a link, that event appears in the feed.

This tells you which leads are warm and worth a phone call.

Your team keeps full control of every deal in the system.

以下是使用步骤。

现在让我们逐一分析每个步骤。

Step 1: Open a deal

Click any deal card inside your visual pipelines view.

The deal opens with its full activity history.

The card holds the full history of that customer in one view.

Step 2: Review the activity feed

See emails, calls, meetings, and website tracking events in order.

Link clicks and page visits appear right in the feed.

You see exactly which page a prospect viewed thanks to website tracking.

这就是它的样子：

✓ 检查点： A clear history of every touchpoint shows on the deal.

Step 3: Update the deal stage

Drag the deal forward as the sales process moves along.

The system records each change so nothing gets lost.

Each stage change keeps your revenue forecast honest and current.

想象 a deal that has gone quiet for a week.

The Sales Tracker shows the last email, call, and meeting at a glance.

You spot that the prospect recently clicked a pricing link.

That single signal tells you it is time to pick up the phone.

Tracking conversations this way turns guesswork into a clear next step.

A tracked deal is a deal you can actually manage.

You always know the next step and the right moment to act.

That control is what closes more deals over time.

How to Use Salesflare Email Finder

电子邮件查找器 lets you find verified business email addresses directly from a LinkedIn profile.

The Email Finder turns LinkedIn into a live address book.

It works through the Chrome extension and the LinkedIn sidebar.

One click captures a verified contact and adds it to your CRM.

LinkedIn is where many B2B relationships begin.

The Email Finder turns each profile into a usable contact.

You open the LinkedIn sidebar and Salesflare does the rest.

One click captures a verified business email into your address book.

Run it across a LinkedIn search to build a target list fast.

Every new connection is ready to track from the first email.

以下是使用步骤。

现在让我们逐一分析每个步骤。

Step 1: Install the Chrome extension

Add the Salesflare Chrome extension to your web browser.

The extension also works on Gmail and other pages.

The Chrome extension also surfaces contacts while you 浏览 网络。

Step 2: Open a LinkedIn profile

Visit any prospect and open the LinkedIn sidebar panel.

The sidebar shows what Salesflare already knows about them.

The LinkedIn sidebar shows the data Salesflare can pull for that person.

这就是它的样子：

✓ 检查点： A confirmed business email appears inside the LinkedIn sidebar.

Step 3: Click Find Email

Salesflare returns a verified email and adds it to your address book.

From there you can start tracking the new connection.

The new contact joins your address book ready for email sequences.

Say you find a perfect prospect on LinkedIn.

Instead of guessing their email, you open the LinkedIn sidebar.

The Email Finder returns a verified address in a second.

You add them to your address book and start a sequence.

A whole prospecting session can fit into a single coffee break.

Prospecting stops feeling like detective work.

Each verified contact is one less barrier between you and a sale.

Your address book grows with real, reachable people.

How to Use Salesflare Data Enhancer

Data Enhancer lets you use data enrichment to fill in missing company and contact details automatically.

The Data Enhancer keeps your CRM data accurate on its own.

It runs data enrichment by searching public company databases for you.

This saves your team from slow, manual research.

Manual research is slow and the data goes stale quickly.

The Data Enhancer runs data enrichment so you don’t have to.

Add a company website and Salesflare automatically searches public data.

It pulls phone numbers, addresses, and social profiles into the account.

It can even add new contacts and flag role changes for you.

Your CRM data stays accurate without a single hour of busywork.

以下是使用步骤。

现在让我们逐一分析每个步骤。

Step 1: Add a company website

Type a customer website into the company record.

Salesflare automatically searches public data the moment you add a site.

Salesflare searches public company databases the moment you save the site.

Step 2: Let Salesflare search

Salesflare scans public company databases for matching details.

It also pulls real-time updates on company news or role changes.

It quietly delivers real-time updates on company news or role changes.

这就是它的样子：

✓ 检查点： Empty fields fill with accurate company data.

Step 3: Review enriched fields

Check the new phone, address, and social details it added.

Salesflare even adds new contacts to the account automatically.

Fresh data means your team always calls the right person.

Think about how fast company details go out of date.

People change roles and businesses move all the time.

The Data Enhancer keeps your records current automatically.

Add a website and data enrichment fills the rest within moments.

Your reps never waste a call on a stale phone number again.

Clean data is the quiet engine behind good selling.

Salesflare keeps that engine running without your input.

Your team trusts the records, so they actually use them.

How to Use Salesflare Customizable Dashboard

Customizable Dashboard lets you customize your dashboard with custom fields and the views your team loves.

The dashboard is the home base your team loves to open each morning.

You can customize it with custom fields for the data your business tracks.

An intuitive interface keeps everyone looking at the same numbers.

No two businesses track the exact same numbers.

The dashboard lets you customize views with your own custom fields.

You decide which deals, tasks, and revenue figures show up first.

An intuitive interface means new reps understand it on day one.

Because everyone shares one layout, the team stays aligned on data.

That alignment is the difference between a CRM people use and ignore.

以下是使用步骤。

现在让我们逐一分析每个步骤。

Step 1: Open dashboard settings

Click the gear icon on your dashboard page.

This opens the layout and field controls.

The settings panel controls columns, filters, and saved views.

Step 2: Add custom fields

Create custom fields for the specific data your business needs.

Custom fields keep your reports and workflows consistent.

Custom fields capture the exact data points your business cares about.

这就是它的样子：

✓ 检查点： Your dashboard shows the exact data points you care about.

Step 3: Save your layout

Edit columns and filters, then save the view for your team.

Everyone now sees the same shared dashboard.

A shared layout means your whole team reads the numbers the same way.

Every team measures success a little differently.

Custom fields and saved views let you reflect that in the dashboard.

A manager might track revenue by stage at the top of the page.

A rep might pin overdue tasks and hot deals instead.

Both work from the same data, just shaped to their own role.

A dashboard people love is a dashboard people open.

Shaping it to your team is worth the few minutes it takes.

Consistent data keeps everyone pulling in the same direction.

How to Use Salesflare Email Templates

电子邮件模板 lets you send email sequences at scale using reusable email templates.

Email templates save your reps from rewriting the same message.

You can drop a template into 自动化 to send email sequences at scale.

This reaches more customers while keeping each message personal.

Writing the same outreach email fifty times is a waste.

Email templates let you save your best messages once.

Drop a template into automation to send email sequences at scale.

Merge fields swap in each contact’s name, company, and details.

This keeps a personal feel while reaching far more customers.

Your team sells more without adding hours of manual work.

以下是使用步骤。

现在让我们逐一分析每个步骤。

Step 1: Open the Templates panel

Go to the Email Templates section in your account.

Here you store every reusable message your team sends.

Templates live in one panel so any rep can find them.

Step 2: Create a template

Write your message and insert merge fields for names and companies.

Merge fields make each business email feel personal.

Merge fields make a mass send feel like a one-to-one note.

这就是它的样子：

✓ 检查点： Your sequence sends personalized emails on autopilot.

Step 3: Launch an email sequence

Add the template to an automation and send email sequences to leads.

Automation handles the timing so you focus on replies.

Automation then handles the timing of your email sequences for you.

Outreach scales fastest when nobody starts from a blank page.

Build a small library of templates for your common scenarios.

Then automation sends email sequences to new leads on schedule.

Each message still feels personal thanks to merge fields.

Your team reaches more customers while writing far fewer emails.

Templates plus automation give real selling power to small teams.

You send more thoughtful outreach in a fraction of the time.

That is how lean teams compete with much larger ones.

How to Use Salesflare Email Tracker

Email Tracker lets you see email tracking data like opens and link clicks in real time.

Email tracking shows you the moment a prospect reads your message.

You see opens and link clicks logged against each contact.

That timing tells your sales teams exactly when to follow up.

Following up blindly wastes your reps’ time.

Email tracking shows the exact moment a prospect opens your message.

You also see every link click logged against that contact.

A fast follow-up while interest is high wins more deals.

These signals turn cold outreach into well-timed conversations.

Over time, link clicks reveal which customers are ready to buy.

以下是使用步骤。

现在让我们逐一分析每个步骤。

Step 1: Enable email tracking

Turn on email tracking inside your Salesflare settings.

This works across Gmail and Outlook automatically.

Tracking works silently across Gmail and Outlook with no plugins.

Step 2: Send a tracked email

Send any business email straight from your inbox.

Salesflare quietly tracks it in the background.

You can send a normal business email and still see the data.

这就是它的样子：

✓ 检查点： A notification shows the moment a prospect opens your email.

Step 3: Check the activity feed

See opens and link clicks logged against the contact.

Each event appears on the contact’s timeline.

Every open and link click lands on the contact timeline.

Timing is everything in sales follow-up.

Email tracking removes the guesswork from when to reach out.

A notification fires the moment a prospect opens your message.

If they click a link, you know exactly what caught their eye.

Acting on those link clicks quickly is how warm leads convert.

Knowledge of buyer behavior is a genuine edge.

Email tracking hands you that knowledge in real time.

Use it well and your follow-ups will almost always land.

How to Use Salesflare Automated Reminders

自动提醒 lets you let automation handle follow-up reminders so no deal slips away.

Automated reminders stop deals from going quiet and dying.

Salesflare creates tasks for follow-ups so your pipeline keeps moving.

This automation protects your relationships with every customer.

Deals die quietly when nobody follows up.

Automated reminders make sure that never happens to your pipeline.

Salesflare watches for quiet deals and creates tasks for you.

Calendar synchronization pulls your meetings into each timeline.

You protect every relationship without tracking dates by hand.

The automation runs in the background while you focus on selling.

以下是使用步骤。

现在让我们逐一分析每个步骤。

Step 1: Open your tasks

Click the Tasks tab to see suggested follow-ups.

Salesflare lists overdue and upcoming tasks for you.

The Tasks tab gathers every follow-up in one tidy list.

Step 2: Set a reminder rule

Tell Salesflare to remind you after a set number of quiet days.

Rules run in the background with no manual work.

Reminder rules run automatically without you touching a calendar.

这就是它的样子：

✓ 检查点： Salesflare creates follow-up tasks for stalled deals automatically.

Step 3: Sync to your calendar

Push meetings and tasks to your connected calendar.

Calendar synchronization pulls meetings into your timelines too.

Calendar synchronization keeps your meetings and tasks in sync.

The biggest leak in most pipelines is forgotten follow-up.

Automated reminders plug that leak without any effort from you.

Salesflare nudges you the moment a deal goes quiet.

Calendar synchronization keeps every meeting on your timeline.

No relationship slips through the cracks while you focus on selling.

Consistency beats memory every single time in sales.

Automation gives your team that consistency for free.

Your pipeline keeps moving even on your busiest days.

How to Use Salesflare Visual Pipelines

Visual Pipelines lets you manage deals with visual drag-and-drop pipelines that match your sales process.

Visual pipelines give your team full control over every deal.

You drag cards between stages to see revenue at a glance.

Each pipeline maps to the way your business actually sells.

A messy pipeline hides where your revenue really sits.

Visual pipelines lay every deal out as clear, movable cards.

You customize the stages to match your real sales process.

Drag a card forward and the system records the change instantly.

Separate pipelines for new business and renewals keep workflows clean.

Your team gets full control and a live view of revenue.

以下是使用步骤。

现在让我们逐一分析每个步骤。

Step 1: Open the Pipelines view

Click Pipelines to see your deals as columns.

Each column is one stage of your sales process.

Each column maps to one real stage of how you sell.

Step 2: Customize the stages

Edit pipeline stages to match how your team sells.

You can rename, add, or remove any stage.

Renaming or adding stages takes a few seconds with no code.

这就是它的样子：

✓ 检查点： Your whole pipeline shows on one clear page.

Step 3: Drag deals forward

Move each card to the next stage as deals progress.

The view updates revenue totals as you go.

The board totals revenue as you drag deals toward the close.

A clear pipeline is the fastest way to read your business.

Visual pipelines show every deal and its value in one view.

You drag cards forward as deals progress through your sales process.

Separate boards for new deals and renewals keep workflows tidy.

At a glance you know which deals need attention this week.

Clarity is the real gift of visual pipelines.

You spend less time wondering and more time selling.

Your revenue picture stays honest from week to week.

Salesflare Pro Tips and Shortcuts

After testing Salesflare for over a year, here are my best tips.

These small habits save real time across the week.

They turn a good CRM setup into a great one.

Each tip below comes from real daily use, not the manual.

键盘快捷键

行动	捷径
创建新联系人	C
全球搜索	/
创建新任务	T
Open a new deal	D

Use the search shortcut to jump to any account in one keystroke.

大多数人错过的隐藏功能

• Website tracking script: Install the web tracking script to capture which page each visitor views.
• Open REST API: Use the open REST API for integrating Salesflare with other productivity tools.
• Internal notes: Add internal notes to a contact so your team keeps full knowledge continuity.
• Shared threads: Share communication threads so any teammate can pick up the relationship.

Connecting these hidden tools is where most power users save the most time.

Salesflare Common Mistakes to Avoid

These are the errors I see new users make most often.

Mistake #1: Skipping the email connection

Mistake #2: Ignoring custom fields

Mistake #3: Working solo in the CRM

Mistake #4: Letting deals go quiet

Salesflare Troubleshooting

Most issues come down to a connection that needs refreshing.

Because Salesflare works by pulling data from Gmail, Outlook, LinkedIn, your calendar, and your website, almost every problem traces back to one of those links going quiet. Before you change any settings, open the integrations page and confirm each connection still shows as active. A green status means the system is capturing email and calendar data the way it should, while a grey or red status points you straight to the fix. Working through the list below in order saves time and avoids guessing.

Problem: Emails are not syncing

原因： The connection to Gmail or Outlook lost its permission.

使固定： Reconnect your inbox in Settings and re-authorize access.

Problem: The Chrome extension won’t find an email

原因： The LinkedIn sidebar did not load on the profile page.

使固定： Refresh the page, then reopen the Salesflare Chrome extension.

Problem: Website tracking shows no data

原因： The web tracking script is missing from your site.

使固定： Add the tracking script to every page and wait for new visits.

Problem: Contacts are missing details

原因： Data enrichment had no company website to search.

使固定： Add the website to the account so Salesflare can capture public data.

Problem: Calendar meetings are not appearing in timelines

原因： Calendar synchronization was never switched on for the connected account.

使固定： Open Settings, enable calendar sync, and Salesflare pulls meetings and emails into each timeline automatically. Once active, the system keeps your history current without manual work, so every call and meeting lands on the right contact and deal.

Problem: Email sequences stop sending partway through

原因： A reply or a bounce paused the sequence, which is normal behavior.

使固定： Check the contact’s status, confirm the business email is valid, then resume or edit the sequence. Salesflare pauses automatically when someone replies so your team never sends an awkward follow-up after a real conversation has already started.

Problem: The mobile app shows old deal data

原因： The Android or iOS app cached an older version of your pipeline.

使固定： Pull down to refresh on the deals page, or sign out and back in. The mobile app then syncs contacts, tasks, and visual pipelines so the data you see on your phone matches the web app exactly.

📌 笔记： If none of these fix your issue, contact Salesflare support.

Users rate Salesflare support 4.8 out of 5 for fast, personalized help.

Salesflare是什么？

Salesflare is a CRM that automatically captures your sales data for you.

Think of it like an address book that fills and updates itself.

It is built for small and medium businesses that hate manual work.

A CRM only works if the whole team is aligned on the data.

Salesflare keeps that data current so your team can sell more.

观看这段快速概览：

它包含以下主要特点：

• 线索查找器： Surfaces new leads from large company databases.
• CRM Email Integration: Syncs Gmail, Outlook, and LinkedIn data automatically.
• Sales Tracker: Tracks emails, calls, link clicks, and meetings on a timeline.
• 电子邮件查找器： Pulls verified contacts from the LinkedIn sidebar.
• 数据丰富化： Fills missing company and contact fields automatically.
• Visual Pipelines: Manages deals with drag-and-drop control.

It tracks client interactions, purchases, and support history in one place.

Salesflare integrates with Gmail, Outlook, and LinkedIn for automatic tracking.

Email and calendar data is captured the moment it happens.

An open REST API lets developers connect it to other productivity tools.

You can install a web tracking script to capture activity on your site.

The system also enriches account data by adding new contacts on its own.

Support matters too, and Salesflare users rate it 4.8 out of 5.

The support team is fast, personalized, and often goes beyond the basics.

All of this is why busy sales teams pick it over heavier CRM systems.

And it works on web, iOS, and Android so you stay in control anywhere.

如需完整评测，请参阅我们的 Salesflare review.

Salesflare Pricing

Here’s what Salesflare costs in 2026:

计划	价格	最适合
生长	每月 29 美元	Small teams starting with a CRM
专业版	每月 49 美元	Teams that need email sequences and permissions
企业	每月99美元	Larger sales teams needing custom support

免费试用： Yes — all plans include a 30-day free trial.

退款保证： No setup fees on any plan, billed per user.

各方案包含内容

The Growth plan covers the core CRM most small businesses need.

You get automatic email and calendar capture on the Growth plan.

It also includes the Lead Finder, custom fields, and email tracking.

The Pro plan adds email sequences, permissions, and custom dashboards.

Choose the Pro plan when your team sends outreach at scale.

The Enterprise plan adds custom training and a dedicated account manager.

There are no setup fees, so the price you see is the price you pay.

Most small businesses start on Growth and upgrade only when they scale.

The 30-day free trial lets you test every core feature first.

You can connect your inbox and try the Lead Finder during that trial.

All three plans are billed per user, so costs scale with your team.

💰 性价比最高： The Growth plan at $29 per user gives most small businesses everything they need.

Salesflare vs Alternatives

How does Salesflare compare? Here’s the competitive landscape:

工具	最适合	价格	等级
Salesflare	Automatic CRM data capture	每月 29 美元	⭐ 4.8
管道驱动	Visual deal pipelines	每月14美元	⭐ 4.3
HubSpot	Free starter CRM	每月15美元	⭐ 4.0
基普	小型企业 自动化	每月 299 美元	⭐ 4.2
ActiveCampaign	电子邮件自动化	每月15美元	⭐ 4.0
民间	Lightweight contacts	每月 17.50 美元	⭐ 4.0
洞察力	Project plus CRM	每月 29 美元	⭐ 4.1
新鲜销售	Budget AI CRM	每月9美元	⭐ 4.0

快速精选：

• 综合最佳： Salesflare — least manual work for small and medium sales teams.
• 最佳预算： Freshsales — full CRM functionality with built-in phone for $9.
• 最适合初学者： 胶囊客户关系管理 — a simple address book style system.
• 最适合自动化： ActiveCampaign — deep email sequences and workflows.

🎯 Salesflare Alternatives

Looking for Salesflare alternatives? Here are the top options:

• 🚀 GoHighLevel: An all-in-one platform for agencies that want CRM, funnels, and automation in one system. It suits marketing agencies more than lean in-house sales teams. For pure relationship selling, Salesflare stays the simpler pick.
• 📊 Pipedrive： A sales-focused CRM with simple visual pipelines that small and medium teams pick up fast. It is a great fit if you mainly want a clean deal view. Salesflare also captures email and calendar data with no extra steps.
• 💼 Keap： Strong automation and built-in invoicing for small businesses that sell and bill in one place. It works best for service businesses that invoice their clients. For teams that don’t bill clients, Salesflare is the leaner choice.
• ⚡ ActiveCampaign： Deep email sequences and automation for teams that put marketing at the center of sales. Pick it when email marketing drives most of your revenue. Salesflare wins when you want the CRM to fill itself.
• 🌟 HubSpot： A free starter CRM that scales into a large business platform as your team grows. The free tier is generous but advanced features get costly fast. Salesflare feels lighter and faster for small and medium teams.
• 🎯 ClickFunnels: Best for sellers who build landing pages and funnels rather than manage long sales cycles. It shines for product launches rather than long-term relationships. Salesflare is the answer once a lead replies and becomes a deal.
• 🎨 民间： A clean, lightweight CRM for syncing contacts and notes without a heavy setup. It is ideal for founders who want a tidy, simple contacts list. Salesflare suits teams that need automation, not just a contacts list.
• 🔥 即刻： Built for cold outreach at scale with strong email sending and warm-up tools. It is the choice for high-volume 冷邮件 campaigns. Salesflare takes over once the conversation turns into a real deal.
• 🔧 点击上: A flexible work platform that handles tasks, docs, and a light CRM in one place. Choose it if you want tasks, docs, and a light CRM together. Salesflare is purpose-built for sales rather than general work.
• 🏢 Monday.com： A visual work system you can shape into a CRM with custom boards and workflows. It rewards teams willing to build their own custom workflows. Salesflare saves setup time with sales features ready on day one.
• 👶 胶囊型客户关系管理： A simple address book style CRM that beginners and tiny teams find easy to learn. It is perfect for tiny teams that want zero learning curve. Salesflare gives you more automation as your sales grow.
• ⭐ 洞察： Combines CRM and project management for businesses that deliver work after the sale. It fits agencies that manage projects after closing the sale. Salesflare keeps the focus tight on selling and customers.
• 💰 Freshsales： A budget-friendly CRM with built-in phone, AI scoring, and solid CRM functionality. It packs strong CRM functionality into a budget-friendly price. Salesflare automates more of the daily data work for you.

Each tool below has its place depending on your budget and goals.

完整列表请参见我们的 Salesflare alternatives 指导。

Still, for hands-off CRM data capture, Salesflare is hard to beat.

⚔️ Salesflare Compared

Here’s how Salesflare stacks up against each competitor:

• Salesflare 对比 GoHighLevel： Salesflare wins on ease of use; GoHighLevel wins if you need funnels and agency tools.
• Salesflare 对比 Pipedrive： Both offer visual pipelines, but Salesflare automates more data entry out of the box.
• Salesflare 对比 Keap： Salesflare is cheaper and simpler; Keap adds invoicing for small businesses that bill clients.
• Salesflare 与 ActiveCampaign 对比： ActiveCampaign leads on marketing email; Salesflare leads on automatic CRM data capture.
• Salesflare 与 HubSpot 对比： HubSpot has a bigger free tier; Salesflare needs far less manual work to stay current.
• Salesflare 与 ClickFunnels 对比： ClickFunnels builds funnels; Salesflare actually tracks conversations and manages your sales.
• Salesflare vs Folk： Folk is lighter and prettier; Salesflare offers deeper email tracking and automation.
• Salesflare 与 Instantly 对比： Instantly focuses on cold email volume; Salesflare manages the full relationship after the reply.
• Salesflare 对比 ClickUp： ClickUp is a work hub; Salesflare is a true CRM built around sales and customers.
• Salesflare vs Monday.com: Monday is flexible but manual; Salesflare auto-fills data so your team loves the upkeep less.
• Salesflare 与 Capsule CRM 对比： Capsule is a simple address book; Salesflare adds email finder and data enrichment on top.
• Salesflare 与 Insightly 的对比： Insightly mixes projects and CRM; Salesflare stays focused and faster for pure sales teams.
• Salesflare vs Freshsales: Freshsales is cheaper with built-in phone; Salesflare captures email and calendar data better.

Start Using Salesflare Now

You learned how to use every major Salesflare feature:

• ✅ Lead Finder
• ✅ CRM Email Integration
• ✅ Sales Tracker and email tracking
• ✅ Email Finder and data enrichment
• ✅ Email templates and email sequences
• ✅ Visual pipelines and automated reminders

下一步： 选择一项功能，立即试用。

Most people start by connecting their inbox to the Lead Finder.

只需不到5分钟。

From there, Salesflare quietly captures the rest of your data.

Within a week your pipeline will reflect every real conversation.

Your team gets back the hours they used to lose to data entry.

That time goes straight back into selling and building relationships.

常见问题解答

How much does Salesflare cost?

Salesflare costs $29 per user monthly on Growth, $49 on Pro, and $99 on Enterprise. Every plan includes a 30-day free trial with no setup fees.

Is Salesflare a CRM?

Yes. Salesflare is a CRM built for small and medium sales teams that automatically captures email, calendar, and contact data to reduce manual work.

What is the revenue of Salesflare?

Salesflare is a private company and does not publish exact revenue figures. It serves thousands of small businesses and sales teams worldwide.

Which CRM is easiest to learn?

Salesflare is among the easiest CRMs to learn thanks to its intuitive interface and automatic data capture, with setup finished in under 30 minutes.

Where is Salesflare headquarters?

Salesflare is headquartered in Antwerp, Belgium, and supports sales teams and small businesses across the globe through web and mobile apps.