Overview
What is Freshsales?
Freshsales is a sales force automation solution for sales teams. It provides features that help salespeople to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony,…
Freshwork CRM Formerly Freshsales Review
Manage your Business using Freshworks CRM!
Great CRM for small businesses
FreshSales is a great alternative to Salesforce for smaller organizations !
Freshworks CRM is the best CRM!
Overall Great CRM
Freshsales allowed us to effectively move our CRM to the cloud at a very reasonable price.
Freshsales at a glance!
Freshsales Review
The best free CRM solution out there for all the startups out there!!
Definitely the freshest approach to sales and customer relationship management
Freshsales Review
We use Freshsales across the whole …
Freshsales is better than the rest!
Simple and efficient CRM
Awards
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Popular Features
- Pipeline visualization (51)9.797%
- Customer data management / contact management (52)7.373%
- Integration with email client (e.g., Outlook or Gmail) (51)5.555%
- Interaction tracking (51)5.353%
Pricing
Growth
$9
Pro
$39
Enterprise
$59
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $11 per month per user
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 7.3Customer data management / contact management(52) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 8.1Workflow management(50) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 8Territory management(40) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 5.8Opportunity management(44) Ratings
Users can track deals and create quotes.
- 5.5Integration with email client (e.g., Outlook or Gmail)(51) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 5.3Interaction tracking(51) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 6.4Channel / partner relationship management(38) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 5.7Lead management(47) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 5.5Email marketing(48) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 8.9Task management(47) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 8.9Reporting(49) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 5.4Forecasting(43) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 9.7Pipeline visualization(51) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 7.2Customizable reports(45) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 3.8Custom fields(49) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 8Custom objects(39) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 2.8API for custom integration(37) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 7.2Single sign-on capability(39) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 7Role-based user permissions(45) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Platform
- 9.9Mobile access(46) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Freshsales?
Freshsales Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Territory management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Quote & order management
- Supported: Interaction tracking
- Supported: Channel / partner relationship management
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Platform Features
- Supported: Mobile access
Freshsales Screenshots
Freshsales Integrations
Freshsales Competitors
Freshsales Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android, Windows Phone |
Supported Countries | Worldwide |
Supported Languages | English, German, Dutch, Italian, French, Spanish, Portuguese, Polish, Russian, Chinese |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(123)Attribute Ratings
Reviews
(1-25 of 52)Good Product that is Still Improving
- set remainders for tasks and follow ups
- organize contacts
- keep track of new leads and deals
- some aspects are not the most user friendly
- graphics could be updated
- integration with other programs needs improvement
Freshwork CRM Formerly Freshsales Review
- Maintaining Hot Prospects
- LEAD Management
- Sales Sequence
- User interface needs to be More Intuitive and User Friendly
- Tech Support not Upto the Mark
Manage your Business using Freshworks CRM!
- Sales sequences
- Importing contacts and accounts
- calendar sync
- Deal module to easily navigate
- The interface itself can be made easier for some people especially who are not tech-savy
- After importing, you could make the errored file viewable in the interface itself instead of an email
- Had to reach support to know where to upload files related to a contact the first time
Great CRM for small businesses
- Sales sequencing.
- Customizable forms and data input.
- I'd like the system to auto detect spacing after integers, so that when they are incorporated into a sales sequence, there's not an odd space after the placeholders.
- Importing Leads
- Allowing multiple pipelines
- Sharing reports and dashboards with others
- Leads and Contacts do not seem to be adequately defined.
- Reporting is not as robust as we would like it to be
- Integration with FreshDesk is one way - we can see information from FreshDesk to FreshSales but not vice versa
Freshworks CRM is the best CRM!
- Support is awesome
- Very simple interface
- Quick setup
- I have not found any areas I do not like
Overall Great CRM
- It helps you automate your onboarding process for new leads.
- It has lots of integrations with other apps, so you can interact with other things like calendars and calls.
- It's pretty easy to set sequences so the platform automatically follows up with people for you. This is not only helpful for your sales pipeline, but also for client communication when working on a project that requires their input.
- Their tech support is pretty bad. I think I get a helpful answer maybe 20-30% of the time. I wish they would actually think about the problem and try to find a solution instead of sending a scripted or another completely unhelpful answer.
Freshsales allowed us to effectively move our CRM to the cloud at a very reasonable price.
- Ease of use
- Integrates into third party applications.
- Ability to maintain and develop a sales pipeline.
- Needs direct O365 integration.
- Needs easier recurrence tasks.
Freshsales at a glance!
- Leads: organization, capture, integration
- Sales: organization, intelligent data about metrics, forecast
- APIs are very simple and stable to use, Zapier and 3ªpart integrations provided
- User experience, almost no training is needed to use the solution, more over, a great app for iOS and Android
- Could be improved in contract management (CML)
- Could be improved for sales with proposal generator
- Better visual composer for lead history board
Services companies
E-commerce
Digital business
Freshsales needs to be improved for:
Retail
Stores
Freshsales Review
- Easy to use
- Fantastic collaboration
- Reporting dashboard
- Analytics
- Limited choices for font in email template
- Great entry point for starting small and medium businesses.
- Easy to use UI.
- Free plan availability is the biggest pro.
- Excellent pricing across paid models ranging from $12 to $80 and services provided therein suffice all the requirements.
- Data analysis for large datasets is a bit tedious.
- Checking spelling in mails is a little flawed.
- Does not offer as many 3rd party integrations as its competitors.
- Quick transitions between modules
- Seamless data entry
- Overall "fresh" experience
- High level of customization
- Creation of a client portal
- Online document storage
- Online document signing
Freshsales Review
We use Freshsales across the whole organization to keep everyone updated about project status and to document assets, from a proposal from an Account Manager, to notes, call registry, and project scope for the Professional Services team. We had problems registering new opportunities in an easy way and controlling the sales pipeline, with Freshsales we now have an instant view of business status even from Freshsales Mobile App.
- The way you can easily build and modify a filter for a business view.
- Visual representation of sales pipeline.
- Integration with other Freshworks tools.
- More flexible reports.
- User profile segmentation and permissions.
- Easy reports directly from a sales pipeline inside a view/filter.
Freshsales is better than the rest!
- Separate leads from contacts - this ensures you build good pipelines.
- Allows you to email marketing campaigns so you can do everything through one system.
- The email limit is small - only 500 per user. This makes it challenging to run big campaigns.
- It brings into the CRM any contact that is emailing your email address that is linked to the account.
Simple and efficient CRM
- Freshsales is great for gathering and organizing detailed information of leads and contacts.
- The software integrates well with other cloud applications.
- The software is scalable.
- Freshsales could do better if they made the focus more general rather then for software companies.
- Expand the integrations to other software.
- Continue to improve reporting.
For industries like retail, may not benefit as much.
Freshsales is the only CRM I will ever use!!!
- Organizing.
- Attaining new clients.
- Integration.
- SMS bulk texting.
I would say that it isn't appropriate for a communication tool within the organization. That is one thing that I think they could do better, is have a box where everybody could talk to each other.
Great outbound sales CRM
- Prospecting.
- Sales campaigns and bulk emails.
- Qualifying leads.
- Deals funnels.
- User experience.
- Workflows.
- Linking accounts with leads.
Freshsales is the best way to manage leads and more
- Email marketing.
- Control of leads.
- For the beginners, it can be a little confusing.
- API could be better.
The API could be better because sometimes it does not work with basic authentication, for example. The SDK could be better because there are some functions that do not work as expected, like CTI.
- Freshsales does predictive strength of a lead thing very well. By assigning each lead a score to how many times and in what ways they have been contacted I am able to see at one glance how hot or cold a lead is and where they are at in their buying process
- Fresh sales offers an on board dialer that is an effective tool to be able to do out bound dialing and to use as a way for your clients to get a hold of you!
- I really like how Freshsales comes at database management and how relational every aspect of the overall database it is.
- I think if the outbound phone tool was a true predictive dialer and allowed me to load a list of numbers and just tell it to go by hitting a button that would make my job easier.
- I wish that Freshsales was a little bit more intuitive with some aspects of their GUI.
- I think that Freshsales could use a lesson from the likes of Five9 or Call Fire when it comes to the types of reporting that it can execute.
A great choice for small and growing businesses.
- It has a comprehensive set of tools and gives me options for how I interact with prospects and clients.
- It syncs both ways with email, which is a big timesaver.
- It is easy to set up, and support has been very helpful.
- If anything, there may be too many options. I love the features but sometimes it can be a challenge to work quickly.
- I would like to see more flexibility in what fields I choose to use at the contact and lead level.
- I would like to see more room to add research and notes on accounts. But it works well in the current version.
My experience with Freshsales
- Monitoring emails. I have a great need to understand the lead activity in order to make the next and most appropriate move.
- Running automated email campaigns. I can set some rules and Freshsales will send a bulk/targetted communication. This saves me time, effort and more importantly allows me to reach leads at the right time.
- Managing leads and prioritizing leads. Setting a lead score helps me allot my time more productively.
- The mobile app could be better.
- Very rarely email templates freeze but they do recover quickly.
Freshworks is not so fresh
- VOIP service.
- Quality assurance.
User-friendly
- Data management
- Monitoring
- Time to learn
User-friendly CRM
- Reports
- Integration
- Notification control
Freshsales Review
- It's very easy to use.
- Very adaptable to our costume needs.
- Great Customer Support.
- Hyper linking in notes is not available.
- Basic template in sale marketing should be available.
- Lead Score Customization should be available fully from garden plan.