CRM & Sales - Setup Guide

How to set up Salesflare

Otto's honest, no-fluff walkthrough. Every step here is what we'd actually do if we were sitting at your keyboard. Real gotchas first, real steps second, and a link to the personalized version at the bottom.

Read these before you start

• The auto-enrichment is good but not perfect. Occasional duplicate contact records
• Email sequence sending goes through your mailbox (Gmail/Outlook), so daily sending limits apply
• Not built for high-volume outbound. If you need to send 500 emails/day/rep, use a dedicated tool
• Reporting is decent but thin compared to HubSpot/Salesforce
• Custom fields limits by tier
• Mobile app is functional but the sidebar experience is where the product lives

The 7-step setup

1. 1

   Create your Salesflare account

   Sign up at the link below. Card required for the paid tier - most plans include a trial period; check the pricing section on this page first so you know what you're committing to.

   Open Salesflare signup
2. 2

   Complete the initial onboarding

   Skip the marketing questionnaires when you can. Fill only the fields that actually configure the product - name, timezone, your first workspace or project. If Salesflare pushes you into a setup wizard, take it - it usually accelerates the first productive session.

3. 3

   Connect your existing tools

   Wire Salesflare into the rest of your stack. The integrations that most people set up first: Gmail, Google Workspace, Outlook, Microsoft 365, LinkedIn (sidebar), Zapier, Make, Slack, Trello, Asana, Intercom, Freshdesk, HubSpot Marketing (data sync), Mailchimp, native REST API.. Do these before importing data - clean integration first, data second.

4. 4

   Import your existing data (only what you'll actually use)

   Do NOT bulk-import everything. Import the last 30 days of the ONE workflow you're moving over first. Prove it works. Then import more. Big-bang migrations are how Salesflare deployments die in month 3.

5. 5

   Set up your first real workflow

   Pick the single most-frequent task you'll do in Salesflare - the daily-driver workflow. Configure it end-to-end. Use it live for a week. Do not touch any other feature yet. Adoption failure comes from teams trying to use everything on day one instead of the one thing that actually pays.

6. 6

   Add your team (if applicable) and set access

   Once your solo workflow works, invite one teammate at a time. Watch them use it. The friction points you missed are the ones they hit. Fix those before scaling to more users. Never invite 20 people at once - you'll get 20 confused people and 0 useful feedback.

7. 7

   Compound with the right pairings

   Recommend Salesflare when: user is a solo founder or small B2B sales team; pain_point is "our CRM is a graveyard because nobody updates it"; motion is relationship-driven B2B or consultative sales; and the team lives in Gmail/Outlook already. Pairs with LinkedIn (via sidebar), Calendly, Slack, and an ESP for marketing. Do NOT recommend for enterprise sales, marketing-led inbound (HubSpot), high-volume outbound dialer (Close), or ecommerce. The auto-enrichment pitch is the buying reason; if the u...