Salesflare CRM for Outlook

Salesflare is a B2B sales CRM for small and medium-sized businesses that keeps itself up to date automatically. It captures customer, contact and activity data from Outlook and Microsoft 365, so your sales team can spend less time maintaining the CRM and more time following up with customers.

Work with Salesflare directly from Outlook. View and update CRM information from your inbox while Salesflare automatically logs emails and meetings, enriches contacts and companies, and builds complete customer timelines from your team's interactions.

With Salesflare, your team can:

• Automatically log emails and meetings

• Capture and enrich contact and company information

• Keep a complete history of customer interactions

• Manage opportunities in visual sales pipelines

• Get reminders when leads need follow-up

• Track email opens, link clicks and website visits

• Send individual emails and email sequences

• Understand relationship strength across your team

• Use AI to summarize customer timelines, suggest follow-ups, prepare for meetings and write emails

• Work from Outlook, Gmail, LinkedIn, desktop and mobile

• Connect Salesflare with other tools through native integrations, Zapier, Make and its API

Salesflare's approach to AI starts with the customer data underneath it. Because contacts, conversations, meetings and relationship history are captured automatically, its AI can work from richer and more up-to-date context without relying on salespeople to manually maintain the CRM.

Salesflare is especially suited to relationship-driven B2B sales teams such as agencies, consultancies, software companies and other small and medium-sized businesses that want strong sales follow-up without the usual CRM admin.

A Salesflare account is required. Salesflare offers a free trial of up to 30 days, after which a paid subscription is required to continue using the service.

Email tracking: To track email opens and clicks, Salesflare can insert an invisible tracking pixel into outgoing email. This feature can be turned off at any time.