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)5.454%
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)
- $9 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.
- 5.4Interaction 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.
- 3.9Custom 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.
- 2.9API 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
(124)Attribute Ratings
Reviews
(26-50 of 52)Freshsales at a Glance
- Good at maintaining a history of all prospect interactions.
- Good flexibility when it comes to customizing the platform according to our company-specific requirements.
- Good integration with G-Suite and other similar platforms.
- Even though a good platform, the UI seems to be a problem at times.
- Difficult to understand the different features/stages available.
- At times we need to follow a complicated process in order to complete simple tasks.
Freshsales -- the Best CRM tool
- It's an organized way of maintaining deals and ease to use.
- It has good customer relationship management.
- Creating campaigns and sending bulk emails-- the best part is tracking emails.
- Executing campaigns.
- Showcase the e-mail templates better.
Easy to use CRM
- It's easy to use.
- It's quite affordable.
- You only pay for what you need, which is really nice.
- The levels of membership need to be more clearly defined and currently are too convoluted to be understood - They have way too many details.
Amazing....Awesome...Perfect
- Maintaining the records.
- Remainders.
- Funnel building.
- I don't have any suggestions at the moment to be honest.
The most complete CRM
For me is one of the most complete CRMs you will find in the market. Is easy to use it and to learn how to use by ourselves.
- Prospecting
- Lead qualifying
- Mail traking
- There is no way to filter leads by country, we can only do by continent.
Freshsales makes it easy to manage our business!
- It's easy to use and all of the information is in one place.
- We can customize the look of the different parts of the screen easily.
- The reports are excellent.
- The related context is not particularly useful.
Organized and easy to use
- Intuitive UI.
- Tasks
- Lead stages.
- Should be able to format notes/add links in Notes.
- Can have reminders of a task or a particular activity/follow up.
- Can't really rely to understand if the lead is an actual cold lead through the Lead scores.
- It has a really simple UX and UI.
- It integrates really well with our softphone solution (Freshcaller).
- The process of converting leads into customers has been really important to our database management and growth as a department.
Freshsales is easy to use and has lots of features!
- Ease of use.
- Email
- Filtering of our data.
- Reports
- The way you purchase email credits is the only con in my opinion.
- API
- Mobile app.
- Google apps sync.
- Great UX and UI.
- Search can be a little slow.
- Adding new contacts should be easier.
- It helps to nurture the leads and keep a track of each of them.
- It is all-in-one type of tool for a salesperson comprising all communication methods.
- Customized email campaigns.
- In-depth analytics for end-to-end pipeline tracking.
- Better chat option.
- Make it more user friendly.
- Pricing should be more competitive.
- Small sales teams
- Lead pipeline tracking
- Team management
- Communication options
- Prioritization of leads
- Visualization of leads and sales
Not suited for:
- Bigger teams
- The company who has a custom process
- Who needs a knowledge base
- Chat-based sales
- Filteration of emails
- Who need to raise tickets
Freshsales is the best CRM out there for SMBs
Currently, I have been using it for 3 months and it totally fits the bill. What I really like about Freshsales is the integration with the Google suite of products. It feels like an extension of our Gmail.
There are certain features that are not up to the mark, but having used 3 products (Freshdesk, FreshSales & FreshMarketer) from the Freshworks portfolio, I am confident they will fix them in the coming months.
- Easy To Use - Very intuitive and modern UI.
- Great Customer Support - Every page on the CRM has support articles that are recommended via their chat widget which are immensely helpful. If the articles do not cut it, then the customer support agent is available in 5 to 10 mins via chat. Other channels like email and call are always there but never reached a stage where I had to email or call them. Chat always did the trick.
- Comprehensive Feature Set - I am on the Garden plan it does what we need as an SMB and more.
- Value for Money - The same feature set would be offered at a higher plan by the competitor.
- Lead Score Calculation - This is unintuitive right now. This needs to be clarified on how one can reliably set up this metric.
- Tracking open clicks if there are multiple links in the email body. Currently, it only says the lead clicked on a link. But if you have multiple links then you would want to know which link.
- This is maybe too much to ask, but the ability to adjust the Row height and column width to see maximum content in one window. Something like a compact view that Gmail offers.
- Chrome Plugin - We can create a lead but we cannot edit the lead details from the plugin. It would be helpful if we can edit the lead details from the plugin.
- Tracking is possible only if the email is sent from with the CRM. It should also take place if sent from Gmail inbox.
Lead Management - 10/10
Contacts Management - 10/10
Account Management - 8/10 ( Currently if I create any notes or attach a file to a Deal/Opportunity it does not reflect in the Account page, which I feel should be visible).
Deal Management - 10/10
Task Management - 7/10 (The task view is a little restrictive, can be improved).
Freshsales is Great!
- User experience.
- Reporting.
- Lead organization.
- Additional reporting.
- Dashboard features.
- More integrations.
- Flexibility. It offers us an out of the box solution, but we can also customize it the way we find most suitable.
- User Friendliness. The UI is accessible and easy to assimilate. There are plenty of advanced features available, which makes the platform suitable for both small, medium, and large enterprises.
- Quick Reports. Good out of the box reports and customizable data queries.
- They could work on making integration easier between FreshSales and other FreshWorks products and/or other systems.
- Allowing the possibility to render customer scores and weights.
Refreshingly User-Friendly
- You can stay on top of every single one of your accounts with quick notes, thoughts and tasks.
- We're able to update different stages of a deal so that there's transparency within a team. If you're not on hand to provide a timely update, Freshsales is there to fill in the gap!
- We can track the revenue expected in the coming quarters/years based on deals present and incoming.
- There's a lot to do on the product, so if you're not effectively trained in the beginning it can be overwhelming.
Freshsales review
- It's easy to use.
- It has a nice interface.
- It's 100% cloud-based, and can be accessed anywhere with an internet connection.
- It's a little slow sometimes (which could have been due to my internet speed).
- The customer service reps can be a little difficult to understand.
Freshsales gives me clarity
- The speed of action is the biggest advantage for me.
- Transparency of contacts.
- I have no complaints!
Easy to use and effective
- Lead scoring.
- Highlighting rotten deals.
- Mobile application and notifications.
- Freshsales integration with FreshCaller and Gmail.
- Setting follow up time and date.
- Reporting could be better.
- Desktop application would be a huge help.
- Simplicity on how you can customize fields within the CRM itself.
- The lead score mechanism is very effective.
- The reporting system is very good and provides accurate data.
- It is easy to navigate and can be easily taught to new members of the team.
- The price is highly competitive.
- Because it is in the Cloud, sometimes it takes a lot [of time] to load pages.
- Email read status is sometimes not recorded correctly.
- The mobile app is underdeveloped.
Able to replace Salesforce for a startup.
- Freshsales API added into Freshdesk synchronizes the data across the two platforms.
- The integrations work really well: calendars, contact, and emails in Google and Office 365 are automatically synchronized both ways.
- Good email templates for easy scheduling of email marketing campaigns.
- Fair pricing options.
- Prompt and efficient support team.
- The reminders are not detailed enough, for example, it is not possible to set up a notification when the lead has not responded for a set amount of time.
- The more advances workflows are possible only with the help of third-party tools (Zapier).
- It takes time to list through several pages of data.
Exactly what I needed to keep track of leads
- Suite of tools that work together
- Customizable
- Flexible, but not hard to learn
- Bit of a learning curve.
Fresh with Date Issue and Unreliability
- User friendly interface
- Flexibility to add new fields to user records
- Affordable
- Persistent and pervasive down time
- Lack of scalable integrations with data source (e.g., their Segment integration is barely functional and they won't improve it)
- Slow and unhelpful customer service
- Account management doesn't understand our business or what we're trying to accomplish
- Email campaign feature is barely functional and only allows you to have 10 campaigns, even with the most expensive plan
- Lead and contact records have gone missing and FreshSales is unable to recover data
Buggy software
- It's fast
- Support is fast
- Clean interface
- Support is frequently offline
- Very buggy software
- Limitation on configuration options
- Easily integrates with your email program. I use Office/Outlook, and it syncs very easily.
- Very easy to schedule and manage prospecting efforts.
- Generates customized reporting, and is easy to modify based on your needs.
- My only frustration with Freshsales is that it is taking a little longer than I anticipated to integrate with my VOIP phone provider (Ring Central). It is in process, but it has taken longer than I had hoped to be one of the selected phone providers that they integrate with.
Freshsales – It goes okay.
Only a very small subset of our staff use Freshsales, but it is used by sales representatives for the purposes of managing interactions with staff and prospects, as well as tracking ongoing and closed deals.
- Phone and Email integration
- Ability to fully customise the platform, fields, and workflows
- Value for money
- 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).
It is also great if your users have technical backgrounds, as the customisation and manual configuration of automation steps can be somewhat cumbersome.
It isn't great if you are not happy to use their webapp to replace your email client (It works well for sending and receiving emails, but if you switch back to Gmail and open a sent message it is marked as read by the recipient, so it is important to only stay within the Freshsales client for reviewing sent emails - at the time of writing).
For those who rely on outside sales teams, or want a solution that plays nice 'out of the box', I imagine you might find Freshsales to be a little difficult to use.