# CRM for small businesses

> CRM for small B2B businesses. Salesflare captures customer data and sales interactions automatically so your team can focus on customers and follow-up.

Source: https://salesflare.com/customers/small-business
Language: en

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## A CRM your team can keep up to date

Salesflare is the CRM for small B2B teams that captures customer data and interactions automatically. Spend less time updating records and more time with customers.

[Try it for free](https://app.salesflare.com/#/signup/) Book a demo

![Salesflare rating](https://salesflare.com/assets/imported/49daebf341dfd575a040.svg)

**4.8/5** based on 400+ reviews

![Salesflare contact suggestion with enriched name and job title](https://salesflare.com/assets/imported/8be979652b2f680cb32d.webp)

## A practical start

### Get organized without a CRM administrator

Connect your inbox, review suggested contacts and add active deals. Start with one pipeline, then invite your team.

[How to use account suggestions](https://howto.salesflare.com/en/articles/7048067-how-and-why-does-salesflare-suggest-accounts)

![Contacts and accounts suggested by Salesflare](https://salesflare.com/assets/imported/c1808c9a319c390eba65.webp)

## Complete customer context

### Keep customer information current automatically

Capture contact and company details from signatures and public sources. Log emails and meetings automatically. Add only the context you know.

[How to use the enrichment](https://howto.salesflare.com/en/articles/4815162-how-does-salesflare-enrich-accounts-and-contacts)

![Contact information enriched from email signatures](https://salesflare.com/assets/imported/57a589814cf7fff95064.webp)

## Reliable follow-up

### Give every lead a next step

See opportunities, owners and tasks in one pipeline. Follow-up and reply reminders keep conversations moving.

[How to set up auto reminders](https://howto.salesflare.com/en/articles/2436745-will-salesflare-remind-me-when-to-follow-up)

![Salesflare reminders for following up and replying](https://salesflare.com/assets/imported/5b30dd77c22b746c8a89.avif)

## Your everyday tools

### Work from the tools you already use

Work inside Gmail / Google Workspace or Outlook / Microsoft 365, alongside LinkedIn and on mobile. Your CRM keeps up in the background.

[How to set up the add-in](https://howto.salesflare.com/en/articles/4006774-how-do-i-set-up-the-email-sidebar)

![Salesflare email sidebar beside a customer conversation](https://salesflare.com/assets/imported/cf0a1f0555fe2f7569ab.webp)

## One customer history

### Share one customer history

Keep emails, meetings, notes and tasks together around each account. Colleagues can pick up conversations knowing what happened before.

[How to create & share accounts](https://howto.salesflare.com/en/articles/3928786-how-do-i-create-accounts)

![Shared account timeline for a sales team](https://salesflare.com/assets/imported/e4899ba2bf44a1b44951.avif)

## Sales visibility

### See how sales are doing

See pipeline, revenue, forecast and win rate in built-in dashboards. Use Pro custom dashboards for your own breakdowns.

[How to read the dashboards](https://howto.salesflare.com/en/articles/2446281-what-do-the-insights-mean)

![Built-in Salesflare sales dashboard](https://salesflare.com/assets/imported/380be074ebf0b2efaf21.avif)

## Simple first, flexible later

### Start simple. Customize when needed.

Add useful fields, save filters and create pipelines as needed. Connect your other business tools through integrations.

[How to create custom fields](https://howto.salesflare.com/en/articles/952920-can-i-create-custom-fields)

![Saved sales filters and segments in Salesflare](https://salesflare.com/assets/imported/881f1a3072335e37aeec.avif)

## Customer experience

### Less effort. More useful customer context.

A CRM that is easier to keep current.

> “The thing that separates Salesflare from the pack is that it's so easy to keep it up to date.”

Josh Garofalo, CEO at Sway Copy

> “Salesflare is the perfect choice for me as a solopreneur looking to streamline my sales processes.”

Prabhu G., Founder at YiScroll

> “Salesflare helped me to find out where I needed to focus to close more deals.”

Michael Rasmussen, CEO at GRC Report

## Get started

### Set up your CRM in four steps

1.  01**Connect your inbox**
    
    Link the business email and calendar your team already uses.
    
2.  02**Set up one pipeline**
    
    Add active deals with clear stages, values and owners.
    
3.  03**Invite colleagues**
    
    Share customer context and agree on follow-up responsibilities.
    
4.  04**Build the habit**
    
    Review next actions each week and customize only when it helps.
    

## Is Salesflare right for you?

### Good fit

Small B2B teams managing relationships, multiple contacts and sales that need personal follow-up.

### Less good fit

Retail/POS, consumer ecommerce or huge enterprise deployments. Salesflare focuses on B2B sales.

## Frequently asked questions

### Will my team have to enter every email and meeting?

No. Connected email and calendars log them automatically. Add notes and deal details when needed.

### Does Salesflare work with both Gmail and Outlook?

Yes. View and update CRM information inside Gmail / Google Workspace or Outlook / Microsoft 365.

### Can we start small and add features later?

Yes. Start with a pipeline and reminders. Add fields, integrations or Pro workflows when you need them.

### What happens when another teammate takes over a deal?

Update the opportunity owner and record the next action. Shared account history gives the new owner the emails, meetings and notes needed to continue the conversation.

### What information do we need for a useful sales forecast?

Keep opportunity values, stages and expected close dates current. Automatic email and meeting logs provide context, but your team still needs to update deal details as plans change.

## Pricing

Automatic data capture is included on all of our CRM plans.

## Starting from

$29

/month

[View plans](https://salesflare.com/pricing)

## Explore more for your team

### [Small-business CRM comparison](https://blog.salesflare.com/best-small-business-crm)

Compare CRMs for a small B2B sales team.

Read more →

### [Customer reviews](https://salesflare.com/reviews)

Read the published feedback behind these testimonials.

Read more →

### [Relationship intelligence](https://salesflare.com/sales-intelligence/relationship-intelligence)

Understand the connections already in your team.

Read more →

## We're here for you

Not sure how to do something or facing a problem? Our team knows the software through and through, plus there's always a developer standby.

Book a call[Contact our team](mailto:support@salesflare.com)

## Track your sales better with Salesflare

[Try it for free](https://app.salesflare.com/#/signup/)

30 days free trial.  No credit card required
