Salesflare is an intelligent CRM for B2B teams that injects intelligence everywhere.
If you're looking for Large Language Model (LLM) functionality specifically, like offered by ChatGPT and others, then here's what Salesflare has integrated.
AI in account timelines
Analyze customer timelines using AI
Ever felt overwhelmed trying to piece together a customer's history from scattered emails, notes, and meetings? We've been there too.
That's why we built AI into your Salesflare timeline: to do the heavy lifting for you.
Just click the little plus button at the bottom left of a timeline... or tag ‘@salesflare’ in an internal note.
Salesflare’s AI doesn’t just summarize what’s there. It understands context - like your role, your company, who your customer is, and what opportunities you're discussing - to give you insights that actually help.
Let's explore the different options.
Summarize conversations without the scroll
Want a quick refresher before a call?
Just hit “Summarize” to get a clean recap of emails, calls, meetings, and more... without reading through it all yourself.
You now have a sharp teammate on your side who always remembers everything.
Define the next steps
Not sure how to follow up?
“List next steps” scans the timeline and suggests what to do next, based on what’s already happened.
You can stay one step ahead without having to guess.
Ask questions & get instant answers
Need to check if pricing or some other detail came up? Wondering who’s most engaged?
Click “Ask a question” (or tag ‘@salesflare’ in a note), and the AI will search the timeline to give you the answer... instantly.
It’s like CTRL+F for your entire customer relationship.
Personalize your AI
To personalize your AI results even more, it’s good to head to “Settings > Personalize AI” to tell Salesflare more about your company and yourself.
An example for your inspiration:
Name: “Salesflare”
Summary: “Salesflare is an intelligent sales CRM designed for small and medium-sized B2B sales teams. It automatically enriches and logs contact details, emails, meetings and social interactions from Gmail, Outlook, calendars, and company databases, then presents everything in visual pipelines and automated timelines - so you spend your time selling, not entering data. Beyond automatic data capture, it offers built-in email sequences, follow-up reminders, lead scoring, and integrations with 5,000+ apps, helping teams keep deals moving and collaborate seamlessly across web, mobile and inbox/Chrome plugins.”
This way your AI can help out in a better way.
Any more questions? Contact us on the chat!