More AI, More Leads

Let AI & the new leads module do the heavy lifting

More than a decade ago, we started building Salesflare based on the idea that your CRM should work for you, not the other way around. We envisioned an intelligent CRM built on existing data. ✹

*Want to take a trip down memory lane? Check out our super old launch post.*

Today, we’re taking another leap forward in that journey.

Here’s what’s new:

  1. Analyze your customer timelines using AI
  2. Find new leads right from your CRM
  3. Use Salesflare on any website
  4. Find more business emails faster
  5. Updated pricing on the monthly plans

Let’s get into it. 👇

Analyze your 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. đŸ’Ș

Just click the little plus button at the bottom left of a timeline
 or tag ‘@salesflare’ in an internal note.

press the plus button to start analyzing your timeline using AI
Click the plus at the bottom left of the timeline and choose one of the AI actions ➕

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.

summarize timelines with AI
Have AI summarize it all for you đŸȘ„

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.

define next steps using AI
Quickly know what the best next steps are 👀

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.

ask questions about customers to the AI
Ask any question to Salesflare’s AI and get an instant answer ✹

It’s like CTRL+F for your entire customer relationship.

Personalize your results

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.

Find new leads right from your CRM

Tired of switching between lead tools and CRMs? Endlessly juggling spreadsheets to deduplicate new vs. existing leads? Yeah, us too.

That’s why we built lead search directly into Salesflare: so you can discover new prospects and add them to your pipeline without ever leaving your flow or worrying about dupes. 😌

Just head to the new “Leads” module in your Salesflare navigation.

find leads from the CRM
Discover the new “Leads” module in Salesflare 🆕

Filter. Create and find their business email. Add to a workflow. All in just a few clicks.

It’s powered by the new “lead credits” included on the plans, which are an upgrade to the former “email finding credits”. More about that later in this post.

Search like a pro

Looking for software founders in Berlin? Or sales directors of consultancies in New York?

Just set a few filters: location, industry, job title, company size
 and boom: a list of leads that actually match what you need.

filter through leads like a pro
Create a list of leads like a pro in no time 🎯

We’ve made it ridiculously easy to get targeted, relevant leads in seconds.

Add them to your pipeline in one click

Once you find a lead you like, just click “Create”.

We’ll instantly create the contact, account and opportunity, plus find a working business email. You can email or add them to an email workflow right away.

add found leads straight to Salesflare's CRM
Create a lead, then email them straight away
 while minding duplicates 📹

If they’re already in your CRM, you’ll see them highlighted in green. No awkward double-adding.

Save searches for later or for colleagues

Got a winning set of filters? Save your search.

You can come back to it anytime or share it with your team, so everyone’s prospecting from the same playbook.

save lead filters for later searches or for colleagues
Save your lead searches for later or for colleagues đŸ’Ÿ

And yes, it works just like Salesflare’s existing saved filters, so it’s familiar from the get-go.

Use Salesflare on any website

See a promising lead while browsing a company website?

With Salesflare’s newest update of the Chrome plugin, you can add them to your CRM in one click without leaving the page. 🧙

This update has been released as an entirely new extension (while the old one has been removed), which you can install here:

Install new Chrome extension

To make things easier, it may be best to uninstall the old extension. (Note that the old extension will not receive further updates and fixes.)

After this, just click the Salesflare icon in the Chrome toolbar to open the Chrome sidepanel. Then hit “Create account”.

use Salesflare on any website with a Chrome sidepanel
Track leads in Salesflare while browsing 🌐

It grabs company details, enriches it with public data, and adds it to the CRM on the spot.

Need the right person at this company? Then click “Find leads” below “Contacts” and start exploring.

find the right person at any company from the sidepanel
Find the right person straight away 🔍

No more copy-pasting. No more switching tools. Just fast, seamless prospecting wherever you are.

As part of this update, we’ve also moved the LinkedIn integration into the Chrome sidepanel instead of embedding it on the page, and we’ve stopped importing any private data. This change helps us comply with LinkedIn’s terms of service and keeps our Chrome plugin running smoothly.

Find more business emails faster

Want to add new leads faster?

We’ve significantly improved the speed of our email finder, while upping the high accuracy. ⚡

find business emails faster

Give it a try!

Updated pricing on the monthly plans

We know price updates are never fun, so here’s a transparent look at what’s changing and why.

To reflect Salesflare’s increasing value – and to help us keep delivering improvements – we’re adjusting our monthly pricing for the very first time.

New monthly pricing (starting September 1 for existing customers, as from your following renewal):

  • Growth: $35 → $39/user/month
  • Pro: $55 → $64/user/month
  • Enterprise: $115 → $124/user/month

Prefer the current pricing? It’s staying the same on the annual plans:

  • Growth: $29/user/month
  • Pro: $49/user/month
  • Enterprise: $99/user/month

Switch to annual and lock in the old rate, while saving up to 25% in the process.

Note that also the email finding credits have been replaced with lead credits. These now provide much more value, so the amount included in each plan and package has been adjusted. The amount of used credits for the current billing month have been set to 0 so you can fully enjoy the new functionality!

Thank you for growing with us! 🙏 Your support means the world as we keep building the most helpful CRM for small and medium-sized B2B teams.

Many more improvements and bug fixes

We fixed the bugs you reported, upped the performance in a few places, tweaked some app flows, and much more. As always, keep the feedback coming through the live chat on our homepage – we thrive on it! 😍

Coming up next
 đŸ„

  • Better data enrichment đŸ—ƒïž
  • Dark mode 🌃
  • Use Salesflare from ChatGPT or Claude đŸ€–
  • Write emails using AI using your style and context 📹
  • Future proof website tracking 🌐

Ready to power up your sales? Give Salesflare a try.

We’re an easy-to-use sales CRM for small & medium-sized B2B companies that’s chock-full of automation and always up to date!

Try Salesflare's CRM

We hope you liked this feature update. If you did, follow us on social media!

👉 You can follow @salesflare on Twitter, Facebook and LinkedIn.

Team Salesflare
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