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Freshsales

Freshsales

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,…

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Recent Reviews
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 20 features
  • Pipeline visualization (51)
    9.7
    97%
  • Customer data management / contact management (52)
    7.3
    73%
  • Integration with email client (e.g., Outlook or Gmail) (51)
    5.5
    55%
  • Interaction tracking (51)
    5.4
    54%
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Pricing

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Growth

$9

Cloud
per month (billed annually) per user

Pro

$39

Cloud
per month (billed annually) per user

Enterprise

$59

Cloud
per month (billed annually) per user

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.freshworks.com/crm/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $11 per month per user
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

6.6
Avg 7.7

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

5.6
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

8.9
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

7.4
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

4.9
Avg 7.6

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.

7.1
Avg 8.3

Platform

9.9
Avg 7.5
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Product Details

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, Freshsales gives sales teams more time for selling by automating the sales process. It includes Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting.

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

Screenshot of Contact viewScreenshot of DashboardsScreenshot of WorkflowsScreenshot of Lead Sc

Freshsales Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Windows Phone
Supported CountriesWorldwide
Supported LanguagesEnglish, German, Dutch, Italian, French, Spanish, Portuguese, Polish, Russian, Chinese

Frequently Asked Questions

Freshsales starts at $11.

Pipedrive, Insightly, and Salesforce Sales Cloud are common alternatives for Freshsales.

Reviewers rate Mobile access highest, with a score of 9.9.

The most common users of Freshsales are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(124)

Attribute Ratings

Reviews

(26-50 of 52)
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Score 8 out of 10
Vetted Review
Verified User
Freshsales is well suited for organizations where the entire sales process is managed between close-knitted teams as it's easy to complete the tasks and manage follow-ups.
Josette Skilling | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
It's a great overall solution for anyone who wants an easy to implement, easy to use solution. The sales campaigns are easy to set up and the workflows are just as easy. The visual screen is a joy to work with. Having customized and implemented Salesforce before, this is so much easier and has all of the same functionality. And the support is quite good!
Lavanya Chandrasekharan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Irrespective of the team size, Freshsales can be used by all teams. It has a lot of cool integrations which we are looking at now. The UI is very easy with just the right amount of menus. A suggestion would be uploading a file and adding links in the notes(for instance of customer interactions).
Steven Duran | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
If you are an online-based business, this is a perfect CRM solution to start with. It's really cost-effective, simple to implement, and they have excellent support documentation to help you run your business and optimize your sales pipeline and database. If I was starting a new business tomorrow, I would be hard-pressed to find something better than Freshsales at this point.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Well suited for:
  • 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
Ankit Thakrar | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
It meets the core needs almost perfectly - Journey from creating a lead to closing the opportunity.

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).
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Freshsales is suited on all [parts of] the sales cycle. From the lead area to deals won. It is very effective to keep track of all the stages. It is highly recommended for the software and IT industries. Overall, I don't find any scenario that it cannot be used. The CRM can be adjusted to anyone's needs.
Michael Brennan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
It would be best suited for a smaller company (startup or a family-owned business) that needs to manage its relationships with users and the business opportunities in a simple but effective way. Also, great for teams that work from different locations; the data is elegantly synchronized for all involved users. It is not suitable for those companies that need (and can justify the costs and resources involved) all the bells and whistles of the CRM.
Aaron Krall | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Freshsales is great if you have high lead flow and multiple funnels you need to keep track of. It's great at automating a lot of the follow-up and engagement. If you're a one-man-band or don't have high lead flow this might be a bit overkill for you.
Score 1 out of 10
Vetted Review
Verified User
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.
March 11, 2019

Buggy software

Score 2 out of 10
Vetted Review
Verified User
Incentivized
Freshsales is affordable, simple and can organize information well. It's also very responsive/fast. It is, however, very limited in your ability to organize the interface. We had to engage support a lot during setup with buggy imports and general instability.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I previously had Salesforce.com, and it was so complicated to try and do any customizing. Trying to reach support at SFDC was also a hassle. With Freshsales CRM, it has been so incredibly easy to make any changes to the look and feel. It is very straightforward, and they have done a very good job of making it user-friendly. I have also had good experiences with their customer service and support.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Freshsales is great for a CRM with integrated telephony, where users are of an entirely Inside Sales team. It is also very strong if you value a CRM that allows you to customise fields, descriptions, and displayed information for all of your Leads/Customers/Accounts/Deals.
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.
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