What users are saying about
13 Ratings
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45 Ratings
13 Ratings
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Score 8.9 out of 101

Freshsales

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45 Ratings
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Score 7.5 out of 101

Likelihood to Recommend

Close

Close.io is well suited for a sales organization who wants to track leads, make sure none slip through the cracks, move them into opportunities as discussions progress, and close new business. The simplicity of the platform is part of why it's powerful - it's full feature set can be easily understood and leveraged by even those without much training on the system. I'm not sure where Close.io would be less appropriate...
Erik Zahnlecker profile photo

Freshsales

If you're looking for an extremely cheap, bare-bones CRM that will house a few hundred contacts that you manually enter, FreshSales is probably a fine solution for you. If you're running a sales or customer success team with any sort of scale or sophistication, this system will be unable to support your needs. I used to be an advocate of FreshSales as a good starter CRM, but due to all of their issues with downtime and bugs - and the fact that they deleted over half of our user data (20,000+ records) - I would strongly recommend that you avoid this company and spend a little extra to get something reliable.
No photo available

Feature Rating Comparison

Sales Force Automation

Close
9.2
Freshsales
6.7
Customer data management / contact management
Close
8.4
Freshsales
7.0
Workflow management
Close
9.0
Freshsales
6.3
Territory management
Close
8.0
Freshsales
7.0
Opportunity management
Close
9.2
Freshsales
6.7
Integration with email client (e.g., Outlook or Gmail)
Close
9.6
Freshsales
7.2
Contract management
Close
10.0
Freshsales
Interaction tracking
Close
9.6
Freshsales
7.1
Channel / partner relationship management
Close
9.6
Freshsales
5.6

Customer Service & Support

Close
9.9
Freshsales
Case management
Close
10.0
Freshsales
Call center management
Close
9.6
Freshsales
Help desk management
Close
10.0
Freshsales

Marketing Automation

Close
10.0
Freshsales
6.6
Lead management
Close
10.0
Freshsales
7.1
Email marketing
Close
10.0
Freshsales
6.1

CRM Project Management

Close
10.0
Freshsales
6.3
Task management
Close
10.0
Freshsales
6.4
Billing and invoicing management
Close
10.0
Freshsales
Reporting
Close
10.0
Freshsales
6.2

CRM Reporting & Analytics

Close
10.0
Freshsales
6.4
Forecasting
Close
10.0
Freshsales
6.0
Pipeline visualization
Close
10.0
Freshsales
7.3
Customizable reports
Close
10.0
Freshsales
5.9

Customization

Close
9.8
Freshsales
6.3
Custom fields
Close
9.6
Freshsales
6.9
Custom objects
Close
10.0
Freshsales
6.5
Scripting environment
Close
10.0
Freshsales
API for custom integration
Close
9.6
Freshsales
5.6

Security

Close
9.5
Freshsales
6.3
Single sign-on capability
Close
10.0
Freshsales
6.0
Role-based user permissions
Close
9.1
Freshsales
6.5

Social CRM

Close
10.0
Freshsales
Social data
Close
10.0
Freshsales
Social engagement
Close
10.0
Freshsales

Integrations with 3rd-party Software

Close
9.0
Freshsales
Marketing automation
Close
9.0
Freshsales

Platform

Close
10.0
Freshsales
5.6
Mobile access
Close
10.0
Freshsales
5.6

Pros

Close

  • You can search for prospects by your activity & notes.
  • It helps automate the follow up process.
  • It ties cold emailing into a powerful CRM all in one portal.
Joe Gatto profile photo

Freshsales

  • 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.
Dan Styklunas profile photo

Cons

Close

  • Minor bugs? - Sometime when I'm replying to an account it attempts to send the email as a different user. Thankfully I've only missed it when sending internal emails!
Ryan McCarty profile photo

Freshsales

  • Automation ('workflows') need a bit of work. In comparison to other sales CRMs that automatically 'nudge' sales staff when a phone call or email hasn't been returned (for example), these nudges can be created as 'tasks' in Freshsales, but only by someone who knows what they're doing, setting explicit trigger and action rules that don't always cover all scenarios.
  • Event tracking with Segment (or just with their JS library) is a little bit haphazard. I'm sure it works well for in-app actions, but if a user visits your website and interacts with you and you aren't using the Freshsales forms on your website, it can be hard to identify users and track website visits and actions etc.
  • Learning curve– seems to be aimed at users with a bit more technical know-how; so might work well for SaaS sales teams or sales engineers, but not so much for users in other industries. Our non-technical staff have found it to be confusing.
  • Mobile Application– works very well as a contact directory, retrieving a quick overview of interactions, and now you can place voice notes that sync with the web app; these features aren't necessarily critical to our field salespeople. A user will still need to 'come back to the office' to retrieve missed voicemails, update deals notes, as well as place calls from their VoIP number. Freshsales will forward calls to a mobile, but won't allow the sales staff to place calls from their mobile device using their VoIP numbers (or receive calls from these lines).
No photo available

Usability

Close

No score
No answers yet
No answers on this topic

Freshsales

Freshsales 8.2
Based on 1 answer
I'm only trained in one portion of it, and I find that easy enough to maneuver. It's not an everyday must use product for me, so the fact that I can come back after days off and still find my way very easily speaks to the UI of the product
No photo available

Alternatives Considered

Close

Close.io strikes an important balance between power (features / functionality) and simplicity, making it an enjoyable and powerful platform to use. It's also priced favorably to Salesforce
Erik Zahnlecker profile photo

Freshsales

In simple words, Freshsales makes it a lot easier and effective but flexible. All of them are good but some have too many options while some miss out on some very important features and remains the same. Freshsales is not complicated, has a good support team who are dynamic and open to suggestions.
Lavanya Chandrasekharan profile photo

Return on Investment

Close

  • I can search by my notes & activity, which saves a lot of time.
Joe Gatto profile photo

Freshsales

  • We currently have a pipeline which should enable us to meet our goals. The sales campaign alone has resulted in many more demos at this time of year than we would normally have. We feel that moving into the seasonal selling cycle we have, there will be several more touches which will have occurred and that will give us a sale edge.
Josette Skilling profile photo

Pricing Details

Close

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Close Editions & Modules

Additional Pricing Details
BASIC: The perfect sales starter kit. A modern CRM solution with built-in email sync, global calling, and SMS. $65/user/month. PROFESSIONAL: Sales automation for less. Automate your outreach with email sequences and the Power Dialer. $95/user/month. BUSINESS: Built for high-volume teams. Reach more leads than ever before with the built-in Predictive Dialer. $145/user/month. If you're considering using Close with 10+ users, please reach out to our Sales team directly to discuss your pricing and onboarding options. Save 15% with annual billing!

Freshsales

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Freshsales Editions & Modules

Edition
SPROUT$01
BLOSSOM$121
GARDEN$251
ESTATE$491
Forest$791
  1. /user/month
Additional Pricing Details
21-day FREE trial. No credit card required. Free to get started, affordable as you grow

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