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Phloz vs Salesflare

Salesflare automates sales follow-up for small teams. Phloz runs the delivery side agencies live in — client work, tracking, retainers.

What Phloz has that Salesflaredoesn't

  • Tracking infrastructure map per client
  • Work management for delivery (tasks, subtasks, calendar, recurring work)
  • Free client portals with magic-link access
  • Per-active-client pricing (Salesflare is per-seat)

When Salesflare is the right choice

If you're not running a digital marketing agency, Salesflare is likely a fine fit. Salesflareis a mature, capable product — it just isn't shaped for our specific use case. Phloz exists because we couldn't find a platform that treated agency ops and tracking infrastructure as first-class.

Frequently asked questions

Is Phloz really cheaper than Salesflare for an agency?
It depends on your team size and client count. Phloz charges per active client (not per seat or per contact), and viewer seats for client stakeholders are free. Most agencies that switch from Salesflare cut their monthly tooling cost by 30-60% — see /pricing for the math at your tier.
Can Phloz replace Salesflare entirely, or is it a complement?
For digital marketing agencies running CRM + work management + tracking infrastructure on Salesflare (or trying to), Phloz is a full replacement. For agencies using Salesflare for non-agency-shaped work (sales pipelines for product companies, generic team PM unrelated to client work), Phloz isn't trying to replace those use cases.
How long does migrating from Salesflare take?
Most teams move in 1-3 days: a few hours of structural mapping, a CSV import (Phloz has a workspace-import flow), and a parallel-running week to verify nothing slipped. The main lift is mental — accepting the agency-shaped defaults instead of recreating your Salesflare setup verbatim.
Does Phloz integrate with Salesflare?
Not natively in V1. Most agencies switching off Salesflare export their data and import to Phloz once, then leave Salesflare behind. If you need bidirectional sync — for instance, Salesflare stays as the company-wide CRM and Phloz handles agency ops only — V2 will add API-based integration. Talk to us about your specific case at contact@phloz.com.
Why doesn't Salesflare have a tracking infrastructure map?
Tracking infrastructure as a typed graph (every GA4 property, GTM container, ad pixel, conversion action, audience per client, with health state and verification cadence) isn't a feature Salesflare positions for. Phloz built it because every agency we talked to was tracking this in a Google Sheet. It's the moat — no other tool ships it.

See how Phloz compares to other tools agencies often weigh against Salesflare.

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