Freshsales CRM Review
"An effective Sales CRM streamlining your sales process for smarter strategies and quicker deal closures."
- Activity Timeline
- Table and Kanban View
- Chat Campaigns
- Phone (Holiday Routing)
- Workflows
- Territory Management
- Auto-profile Enrichment
- Weighted Pipeline
Amount of users
10+
Training/Documentation
Online Support
Freshsales: An All-in-One CRM Solution for Businesses
Freshsales, a cutting-edge cloud-based CRM, empowers businesses across industries to manage customer interactions efficiently. It seamlessly integrates with Freshworks’ suite, offering collaboration and efficiency. Whether you’re a startup or a mid-sized enterprise, Freshsales accommodates your needs with a versatile free plan and affordable paid options.
Freshsales excels with AI-powered contact and deal scoring, customization, and a built-in phone feature. Combining sales, marketing, chat, and phone functionalities, it’s a one-stop customer engagement solution for high-functioning sales teams.
Startups can scale with Freshsales’ free plan, featuring contact scoring and seamless Freshdesk integration. Transitioning to a paid plan is easy, ensuring data retention.
Freshsales is an all-encompassing CRM for businesses of all sizes, offering advanced features and smooth upgrades, making it an ideal choice for elevating customer relationship management.
Freshsales: A Comprehensive Overview of Key Features
- Ease of Use: Freshsales prioritizes user-friendliness with a clean and intuitive interface. It’s ideal for newcomers to CRM systems, boasting a swift implementation process, typically taking only 18 days, in contrast to competitors that might require up to 72 days.
- Customization: Tailor Freshsales to suit your business’s unique requirements. Customize it for individual users, create custom fields, define workflows, and set specific data entry rules. You can adapt it to your sales process, group and module data, and even view information in your preferred language.
- Features and Capabilities: Freshsales offers a wealth of functions. You can gather vital information about contacts, accounts, and deals, capture website visitors as leads, and gain insights for improved engagement. Robust reporting and analytics capabilities enable you to predict revenue, track key metrics, and make data-driven decisions.
- Workflows and Automations: Automate and streamline your sales process with Freshsales’ workflow and automation features. Customize and trigger automated workflows, from sending follow-up emails to assigning leads and alerts. For complex needs, the Freshworks automation platform supports multi-application integrations, reducing errors and optimizing sales processes.
- Third-Party Integrations: Freshsales seamlessly integrates with popular third-party tools, consolidating customer information. This includes email sync with Gmail, Outlook, and marketing automation software like HubSpot. It also offers integration with productivity tools such as Slack and Google Workspace for a unified user experience.
- 360-Degree Customer View: Get a holistic customer view with Table and Kanban views, an activity timeline, details section, and highlight cards.
- Channels: Engage with customers through various channels, including email, chat campaigns, phone and call routing, messenger, SMS integration, and Zoom.
- Automation: Streamline operations with automation tools like workflows, sales sequences, territory management, auto profile enrichment, and IntelliAssign.
- Deal Management: Effectively close deals and boost revenue by tracking customized sales processes, multiple sales pipelines, price quotes, activity goals, product inventory, and Slack integration.
- Sales Intelligence: Leverage AI-powered predictions, contact scoring, deal insights, next best action recommendations, sales forecasting, and detailed reporting to enhance productivity.
- Customization: Personalize your CRM by creating custom sales activities, tracking contact life cycle stages, customizing layouts, and managing data in multiple currencies and languages.
- Governance: Ensure data security with role-based user management, access control, data classification, permission configuration, and comprehensive audit logs.
- Mobile: Manage your sales on the go with call logs, voice notes, and offline data access, all from your mobile device.
- FreddyAI Beta program: Exciting News for Freshsales Users in the FreddyAI Beta Program! We are Freshsales announced that FreddyAI is now a permanent feature on the compose page. This empowers you to effortlessly rephrase, expand, and elevate the tone of your text while enabling seamless, large-scale personalization.
Is Freshsales the Right CRM for You?
Freshsales offers an accessible, budget-friendly CRM solution ideal for small startups looking to manage their finances wisely. The free plan serves as an excellent entry point, and as your business expands, you have the flexibility to upgrade to paid plans for enhanced functionality. For seamless cross-team collaboration, consider integrating with other Freshworks products or explore more robust CRM alternatives.
Freshsales is Best Suited for:
- Businesses seeking an all-in-one CRM to streamline workflows and reduce the hassle of switching between different systems.
- Newcomers to CRM software in search of a user-friendly solution to kickstart their customer management journey.
- Organizations looking to save time and optimize sales processes through advanced sales automation.
- Enterprises interested in crafting custom reports and dashboards tailored to their unique business requirements, offering valuable insights into sales performance.
- Companies committed to data-driven decision-making for a competitive edge.
Freshsales is Not Recommended for:
- Businesses with intricate, highly specific customization needs, as it might pose limitations.
- Enterprises with larger sales teams requiring extensive system customization for individual users.
- Organizations with complex integration requirements, as the setup process may prove challenging.
Freshsales caters to those seeking an affordable, user-friendly CRM solution, but may not be the best fit for businesses with intricate customization or extensive integration demands.
Industries that Freshsales is suitable for :
Real Estate, Hospitality, Insurance,, Agencies, Media & Media Agencies, Manufacturing, Retail, Logistics, Finance,, SMBs and SaaS Businesses.
Pros & Cons of Freshsales
Pros
- Forever-free plan
- Affordable paid plans
- Contact leads via chat, email and phone for all plans
- AI-powered lead scoring on all paid plans
- Various automations available
- Custom dashboards and reports
Cons
- Customer support could be improved
- Support is only available weekdays
- No reports on free plan
Pricing
Growth
Best for: Startups and small to mid-sized businesses seeking streamlined pipeline management and multi-channel engagement.
Price: $9/user/month (billed annually)
Key Features:
- Kanban View: Manage contacts, accounts, and deals with a visual interface.
- Contact Lifecycle Stages: Track customer journeys effectively.
- Integrated Communication: Built-in chat, email, and phone functionalities.
- Email Templates: Streamline outreach with customizable templates.
- Custom Fields: Personalize data tracking to fit your business needs.
- Basic Workflows: Automate simple processes for efficiency.
- Collaboration: Connect with your team using Slack integration.
- Product Catalog: Organize and manage product offerings.
- Curated Reports: Access ready-made reports for insights.
- Freshworks Marketplace: Extend functionality with third-party apps.
- 1 CPQ License: Manage quotes and pricing efficiently.
- Mobile App: Stay connected on the go.
- Support: Available 24×5.
Pro
Best for: Growing and mid-sized businesses that need advanced features and AI-driven tools.
Price: $39/user/month (billed annually)
Includes everything in Growth, plus:
- Contact Scoring by Freddy AI: Prioritize leads with AI-driven scoring.
- Custom Sales Activities: Tailor activities to your sales process.
- Advanced Custom Fields: Capture more detailed information.
- Auto-assignment Rules: Distribute leads automatically.
- Territory Management: Organize sales efforts by region.
- Sales Sequences: Automate outreach steps for consistency.
- Sales Emails by Freddy AI: Get AI-assisted email suggestions.
- AI-Powered Enhancements: Rephrase, expand, and enhance text with Freddy AI.
- Bring Your Own Carrier (B.Y.O.C): Integrate with your preferred communication provider.
- Multiple Sales Pipelines: Manage complex sales processes.
- Account Hierarchy: Organize accounts with parent-child relationships.
- Deal Insights by Freddy AI: Gain deeper understanding of deal progress.
- Advanced Workflows: Automate complex processes.
- Custom Reports: Create reports tailored to your needs.
Enterprise
Best for: Mid to large-sized businesses that require extensive customization and governance.
Price: $59/user/month (billed annually)
Includes everything in Pro, plus:
- Field-level Permissions: Control access to specific fields.
- Custom Modules: Build tailored modules to suit your business.
- Forecasting Insights by Freddy AI: Predict sales outcomes with AI-driven insights.
- Workflows for Custom Modules: Automate processes specific to your custom modules.
- Sandbox: Test changes without affecting live data.
- Audit Logs: Maintain a detailed record of system activities.
Conclusion
Freshsales offers a wide range of CRM solutions tailored to the varying needs of businesses of all sizes. It provides a free plan with essential features, as well as more sophisticated customization and automation options in its Pro and Enterprise plans. Additionally, it offers integrated chat, email, and phone functionalities, complemented by AI-powered insights, to help sales teams improve their efficiency and reach out to potential leads effectively.