Freshsales is one of the best CRM software platforms in the market, an all-in-one solution with unified sales, marketing, chat, and telephone capabilities. Its comprehensive features unify a customer's contact data, communication history, email interactions, deals won, and much more into one easy-to-use dashboard. This makes it easy for teams to collaborate and keep track of their customers without ever leaving the platform.
Are you tired of struggling with disorganized sales processes and missed opportunities? One of the most comprehensive sales CRMs is the software Freshsales, a powerful sales CRM and solution designed to streamline your sales operations and boost your productivity.
In today's competitive business landscape, efficiency in managing customer relationships is key to success. Freshsales is a widely acclaimed CRM software that has gained popularity among businesses of all sizes for its user-friendly interface and comprehensive features.
In this article, we will provide you with an in-depth review of Freshsales, highlighting its key features, benefits, and potential drawbacks. Whether you're a small business owner or part of a large sales and marketing team, this review will help you decide if Freshsales is the right sales forecasting solution for your organization.
Table of Contents
What Is Freshsales?
Freshsales is a cloud-based customer relationship management (CRM) tool made for sales teams. It's one part of a larger suite of tools called Freshworks, which all integrate seamlessly. The highly functional forever-free plan and affordable paid plan make it ideal for small to medium-sized businesses and startups.
The Freshsales CRM works on a browser or mobile web app, so you can reference or add contacts while out of the office. It’s also fully customizable which allows you to easily tailor-make dashboards custom reports to suit your individual preferences or business needs.
You can set up custom workflows and mobile apps for your team and automate tasks to reduce manual work. It also integrates with other popular apps like Google Suite and Slack so you can stay connected no matter where you are at any given time.
With its specialized tools designed for tracking leads, analyzing customer behavior, and sales campaigns streamlining follow-ups, and reporting metrics - there’s nothing that Freshsales won’t be able to do in terms of providing a full comprehensive feature suite to help you grow your business faster.
Ai Powered CRM
A comprehensive and smart CRM to help you sell better to your customers.
How Much is Fresh Sales? Freshsales Pricing
Freshsales offers four pricing plans, ranging from a free plan to an Enterprise plan with advanced AI features. The plans are billed monthly or annually, with discounted rates for annual billing.
The cost will scale with the number of licenses you need in order to access all the features Freshsales has to offer. The free plan is especially noteworthy, offering basic contact management for up to three users, who don’t need reporting and other advanced features.
Some notable features offered in each pricing plan
The Free Plan
- Kanban View for Contacts, Accounts, and Deals
- Contact Lifecycle Stages
- Built-in Chat, Email, & Phone
- Email Templates
- Custom Fields
- Sales Dashboard
- Mobile App
- 24x5 Support
The Growth Plan is $15 per user per month
- Everything in Free, plus
- AI-powered Contact Scoring
- Sales Sequences
- Workflows
- Custom Sales Activities
- Product Catalog
- 1 CPQ License
The Pro Plan is $39 per user per month
Everything in Growth, plus
- Multiple Sales Pipelines
- Time-based Workflows
- Auto-assignment Rules for Contacts, Accounts, Deals
- Sales Teams & Territory Management
- AI-powered Deal Insights & Next Best Action
The Enterprise Plan is $69 per user per month
- Everything in Pro, plus
- Custom Modules
- AI-based Forecasting Insights
- Audit Logs
- Field-level Permissions
- Dedicated Account Manager
- Sandbox
Ai Powered CRM
A comprehensive and smart CRM to help you sell better to your customers.
How Does Freshsales Work?
Freshsales offers a powerful CRM solution for businesses of any size. With its all-in-one view capabilities and intuitive interface, users have access to all of the important features and functionality to better manage sales processes.
Freshsales places a special emphasis on AI-based lead scoring, which helps companies prioritize leads based on their own customer engagement, level, and potential to convert. This feature is integrated directly into the platform and greatly simplifies lead tracking and lead management too.
Overall, Freshsales provides an effective way for businesses to organize contacts, automate tasks across multiple sales pipelines, manage multiple sales teams build relationships with customers, track leads, make sales sequences send automated emails, monitor customer communication, and close deals quickly.
With its user-friendly interface, robust functionality, and AI-based lead-scoring capabilities, Freshsales is a reliable choice for organizations looking to streamline their sales process more effectively.
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A comprehensive and smart CRM to help you sell better to your customers.
Is Freshsales The Right CRM Software for My Business?
Freshsales is an excellent CRM solution for those new to the world of CRM software and who need a user-friendly platform to begin using. The free trial helps new users get their feet wet without needing to immediately invest in expensive tools and allows you to upgrade once your business has grown.
This makes Freshsales an ideal choice for businesses that are on a budget but still want to experience a CRM's benefits, such as streamlining workflows, eliminating the need for time-consuming manual data entry, and increasing team collaboration.
However, if you need more sophisticated features like automation or complex reporting capabilities, it might be worth looking into other CRM solutions. If you need cross-team collaboration from a single platform, you'll need to use other Freshworks products in order to integrate with each other or switch over to a more robust CRM system that enables advanced capabilities. With all these considerations in mind, you can decide whether Freshsales is the right choice for your business needs.
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A comprehensive and smart CRM to help you sell better to your customers.
What Makes Freshsales Different?
Freshsales is a comprehensive CRM tool that integrates sales and marketing functionalities, as well as a built-in phone and chat feature. It is ideal for efficient and rapidly expanding sales teams, and it also includes a powerful free plan that provides unlimited user chat, email, and phone support.
The advantage of this plan is that startups can easily scale up their business without needing to pay for extra features until they reach the right level of growth.
When compared to other CRM tools, many lack the capability of offering a free plan or have limited capabilities within their paid plans. With Freshsales, you always get full access to the tool regardless of how much your business grows or if you upgrade your plan. You don't lose any data when upgrading from the free version to the paid version of Freshsales; another point where Freshsales stands out among its competitors.
Ai Powered CRM
A comprehensive and smart CRM to help you sell better to your customers.
Freshsales Key Features
Ease of Use for your Sales Team
One of the key benefits of using Freshsales is its ease of use. The user interface design is clean and simple, making it intuitive and easily accessible for those new to working with CRM systems. Freshsales can be implemented quickly, so your sales and support team can hit the ground running and start tracking leads, managing contacts, closing deals, and more from day one all-in-one solution.
With features such as automated workflows, visual and visual sales pipelines, insights, advanced analytics capabilities, and customizable templates for emails or campaigns. It offers all the tools you need to streamline your operations and track the progress of leads from initial contact right up until close.
Its workflow automation feature allows you to set up sequences of tasks or triggers that execute on schedule or in response to interactions with prospects. This saves time while delivering seamless customer experiences across all channels. In addition to its ease of use for getting started quickly, Freshsales makes it easy for companies of all sizes to manage their sales process effectively.
CRM Customization to Fit Your Sales Process
The customization options available with Freshsales provide immense value to sales teams, both small and large. With the ability to tailor the system to meet individual needs, users can easily keep track of the prospects in their pipeline and monitor customer success throughout their journey through the buying process.
By adding and tracking custom fields with rules for data entry and management, users are made more efficient and productive in managing their CRM. Manage your CRM with ease by creating and tracking sales activities tailored to your business's unique sales process. Customize fields, groups, and modules for optimal data viewing. Freshsales empowers users to adopt best practices that make them more successful in managing leads.
With so many elements of Freshsales being customizable per user only, businesses have flexibility when it comes to tailoring the system specifically for their own sales team needs. Whether they need unique ideas to reach out to or simpler ways to organize information, customization abilities accommodate multiple sales teams, so that they remain organized throughout a busy sales day.
The possibilities are endless when it comes to making use of all too many features of these functionalities so that tasks are completed faster with optimal results reported on time accurately.
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A comprehensive and smart CRM to help you sell better to your customers.
Capabilities and Multiple sales pipelines
With Freshsales, users can keep track of all their contacts in one place, access important data about their accounts and deals, and gain insights into how to better engage with prospects. It also provides comprehensive reporting capabilities so that users can track key metrics including conversion rates and deal stages.
This enables them to see a visual sales pipeline and make accurate data-driven decisions that boost productivity and optimize their sales process. Additionally, Freshsales offers robust analytics so that users can create detailed reports on their sales activities and get real-time insights into how well they are doing. This gives businesses an edge over competitors by empowering them with a clear overview of historical sales data and all their business operations in one place.
Ai Powered CRM
A comprehensive and smart CRM to help you sell better to your customers.
Workflows and Automation
Freshsales offers workflow automation to help your business to increase efficiency streamline routine manual and automate repetitive tasks together. Their automated features provide an easy way for businesses to organize leads, contacts, and chat conversations to ensure that the right salespeople are assigned based on relevant criteria like skill level and bandwidth.
These automated processes can speed up essential tasks so that customer communications don’t get delayed or fall through the cracks.
The CRM automation features in Freshsales include effective solutions and basic features like custom sales sequences email templates, web forms for capturing contact information, customizable email templates, configurable workflows, and a timeline of past and upcoming activities.
With these features, you can automate lead generation processes such as lead nurturing campaigns with multiple email steps sent at scheduled times and automatically, personalized bulk emails alerting the right person when certain criteria of a contact are met.
To make sure nothing goes wrong with your workflows, Freshsales also provides Analytics Dashboards to monitor sales sequence for different KPIs in real-time.
For sales representatives, Freshsales allows businesses to automate follow-up emails, update lead status, assign sales leads, and send team alerts for specific events. These features simplify tedious tasks often associated with sales operations and allow businesses to focus on more value-adding activities.
Not only does the Freshsales suite offer standard automated workflow features, but it also provides advanced automation capabilities through its Freshworks automation platform. This powerful platform allows users to create complex workflows that integrate multiple applications and systems together for maximum efficiency.
With this platform, users can build sophisticated workflows that automatically update customer profiles in various systems when they make purchases; cutting out manual errors and streamlining the entire process significantly. Consequently, utilizing these workflow and automation features can drastically reduce the amount of time required for managing sales operations as well as improve overall accuracy.
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A comprehensive and smart CRM to help you sell better to your customers.
Sales Territory Management System
Freshsales also provides a comprehensive sales territory management system. This feature enables you to assign leads and contacts to the respective sales representatives in your organization automatically. Now, businesses can ensure that their reps are always aware of which deals they should be working on and never miss a vital lead or contact.
Freshsales offers smart reminders to keep reps on top of their tasks, and team collaboration tools to keep everyone on the same page. Lastly, this helps businesses focus their attention on leads who are more likely to convert instead of wasting time chasing after dead-end opportunities.
Ai Powered CRM
A comprehensive and smart CRM to help you sell better to your customers.
Third-Party Integrations
Freshsales offers a range of third-party integrations to make it easier to manage all of your customers’ information in one place. Syncing up with email clients like Outlook and Gmail, as well as marketing automation software like HubSpot and Marketo, gives you the ability to keep track of customer interactions across all channels.
This helps you stay organized without having to juggle multiple applications. Additionally, scalability will never be a problem thanks to the platform’s integration with tools like Slack, Gong, Google Workspace, and many more. With Freshsales, making connections with other software is simple and straightforward while giving you access to valuable customer data in real time.
Third-party integration can be seen as a crucial component for any modern business that wants to efficiently manage its customer relationships. It allows companies of all sizes to connect different tools and services in one central environment that provides easy access and quick functionality for any employee involved in customer service or sales activities.
Ai Powered CRM
A comprehensive and smart CRM to help you sell better to your customers.
Freshsales Customer Support
The customer service and support offered by Freshsales make it easy for customers to get help whenever needed. Customers have the choice of email, phone, and chat support, all designed to make the experience as hassle-free as possible.
The chat option can be easily found at the bottom right-hand corner of any web page or account belonging to Freshsales. These are the three methods of contact that are usually responded to quickly.
Third-party integration can be seen as a crucial component for any modern business that wants to efficiently manage its customer relationships. It allows companies of all sizes to connect different tools and services in one central environment that provides easy access and quick functionality for any employee involved in customer service or sales activities.
Ai Powered CRM
A comprehensive and smart CRM to help you sell better to your customers.
Additional Freshsales Features You Should Know
Freshsales offers several notable features:
- Channels: Freshsales provides collaboration channels for improved team communication. This improves engagement with customers through live chat call routing, messenger, SMS, and Zoom Integration.
- Context: This gives you a full view of your customer using tables and Kanbab vies including activities detailed about the customer.
- Automation: The CRM offers advanced automation capabilities, streamlining sales processes. Automation is best for repetitive tasks to help your sales teams and marketing teams prioritize closing in on leads and closing sales.
- Deal Management: Freshsales provides tools for efficient deal management. This feature is one of the stand-out features for any sales team looking for success. Your sales team can process more than one deal at a time while monitoring the progress of each one. Because you can customize, Freshsales allows you to outline your sales process from inside the platform.
- Sales Intelligence: The software offers insights and analytics for better decision-making powered by AI. You get access to lead scoring, deal insights forecasts on your sales, and sales performance reports.
- Customization: Freshsales allows users to customize the CRM to fit their specific needs. When you customize your CRM your focus should be clearly defining steps in your sales cycle and ensure you shorten the life cycle of each sale. You can also include reading data in multiple currencies and languages.
- Governance: Freshsales includes features for data control and security. Access to data should be in a controlled manner, which is where Freshsales thrives in allowing you to set access permission for each of your team members.
- Mobile: Freshsales offers a mobile app for on-the-go access to CRM data. With the app, you can register your call logs improving data collection from different touchpoints.
- Lead Management: Freshsales’ lead management features make it easier for businesses to organize and nurture leads. It enables users to quickly view, create, and manage all their contacts in one place. It also provides powerful lead segmentation capabilities to ensure that the right salespeople are assigned based on different criteria.
Ai Powered CRM
A comprehensive and smart CRM to help you sell better to your customers.
Freddy AI
Freshsales' artificial intelligence (AI)-powered assistant, Freddy AI, brings increased automation and enhanced productivity to the customer relationship management (CRM) experience. By offering users smart suggestions for deal closure, upcoming meetings, and tasks, Freddy empowers salespeople to move quickly through their workflows.
With the use of custom bots for generating leads and sending welcome messages to website visitors, Freddy AI can better prioritize contacts that have a higher likelihood of success for deals while giving meaningful forecasts for sales and retention numbers.
On top of its ability to auto-detect duplicate entries in contacts and accounts easily overlooked by busy salespeople working on multiple contacts accounts and deals almost simultaneously, Freddy maximizes efficiency when it comes to inputting data into Freshsales.
Ai Powered CRM
A comprehensive and smart CRM to help you sell better to your customers.
In Summary: Freshsales Review
Freshsales is a highly functional CRM tool that offers great value for sales teams. Its user-friendly interface, customization options, and affordable pricing make it a strong contender in the market. While there may be some challenges during onboarding and customer support experiences may vary, Freshsales' features and capabilities outweigh any limitations.
You can get started with the free plan thats offered by Freshsales that comes with, Kanban View for Contacts, Accounts, and Deals, Contact Lifecycle Stages, Built-in Chat, Email, & Phone, Email Templates, Custom Fields, Sales Dashboard, Mobile App and 24x5 Support. This is enough to get your started on your CRM journey.
Ai Powered CRM
A comprehensive and smart CRM to help you sell better to your customers.
Frequently Asked Questions (FAQs): Freshsales Review
Is Freshsales a good CRM?
Freshsales is a reliable CRM tool that provides comprehensive features, advanced customization, options, and affordability. It is well-suited for sales teams of all sizes.
Is Freshsales easy to use?
Freshsales is designed to be user-friendly and offers an intuitive interface, making it relatively easy for users to navigate and use.
Is Freshsales free forever?
Freshsales offers a free plan with limited features. However, more advanced features and capabilities are available in paid plans.
Which companies use Freshsales?
Freshsales is used by a wide range of businesses, including startups, small and medium-sized enterprises (SMEs), and larger corporations across various industries.
Are Freshworks and Freshsales the same?
Freshworks, formerly known as Freshdesk, is a global SaaS enterprise software vendor that provides cloud-based customer relationship management (CRM), customer support, service desk, and marketing solutions. In 2018, the company rebranded from Freshdesk to Freshworks to align its product portfolio with its new converged offering of related business solutions. As part of the rebranding process, they launched Freshsales as their dedicated CRM solution in place of the original version of Freshdesk.
Freshworks has since expanded beyond just providing traditional CRM tools to include additional offerings such as Freshmarketer for digital marketing automation, Freshservice for IT service management, Freshteam for HR management, Freshping for system and website monitoring, and finally Freshstatus for internal incident reporting and tracking. Together these products work together offer organizations a comprehensive set of digital tools to power numerous departments and teams across their organization.
