Salesflare
Set up Salesflare and get the most out of it every day.
Using Salesflare
Salesflare
Can I share email templates with my colleagues?
How can we create a common library of email templates?
How can I use the relationship intelligence?
What relationship metrics are there? How can I use them to my advantage?
How can I make sure that my team members only see their own accounts and/or pipelines?
How can I control visibility in Salesflare?
What is the cost to add a user to my Salesflare account?
How much will it add to my Salesflare subscription?
Why are some contacts greyed out in Salesflare?
You might notice that certain contacts appear greyed. This indicates that the contact has been deleted from Salesflare.
Can I use AI in Salesflare?
How can I get more done using AI?
How can I find the right person at an account?
Can I find good leads at the companies in my CRM?
How to Use Salesflare CRM for HR Companies & Set It Up Right👌
This guide walks you through setting up Salesflare to support your HR client operations, so you can deliver consistent value and scale with ease.
How do I move a contact to “Customers”?
In the "Contacts" section of Salesflare, there's a tab called "Customers." So, what does that mean?
How does Salesflare filter out automated opens & clicks?
Salesflare constantly works behind the scenes to make your email tracking more accurate by detecting and removing “fake” opens and clicks caused by spam filters, security scanners, and email provider bots. Here’s how this detection works in practice.
Should I add my own company to Salesflare?
In short, you shouldn’t. Adding your own company as an account could actually create significant issues for your team’s CRM data, privacy, and usability.
How do I get admin consent in Microsoft 365 to connect Salesflare?
Microsoft 365 says “Need admin approval” - what do I do?
Can I write emails using AI?
Does Salesflare have an AI email writing feature?
Can I use Salesflare in my own language?
Is Salesflare usable in multiple languages?
Can I use Salesflare in dark mode?
How do I change the Salesflare theme?
How can I use Salesflare with ChatGPT or Claude?
How do I connect to Salesflare's MCP server?
How can I turn off my Microsoft 365 Anti-spam outbound spam policy?
How can I stop Microsoft 365 from blocking my email workflows?
Need a hand?
Just reach out to our support team on the chat, here or inside Salesflare.