Skip to main content
TrustRadius
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,…

Read more
Recent Reviews
Read all reviews

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%
Return to navigation

Pricing

View all pricing

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
Return to navigation

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
Return to navigation

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).
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(124)

Attribute Ratings

Reviews

(26-50 of 52)
Companies can't remove reviews or game the system. Here's why
Score 8 out of 10
Vetted Review
Verified User
  • 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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
July 26, 2019

Easy to use CRM

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Lavanya Chandrasekharan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Steven Duran | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
  • Needs more robust prospecting features via email.
  • The integrations with outside email providers, such as Mailchimp, could be a bit more intelligent.
  • I would like to see a cleaner handoff between Freshdesk and Freshsales as far as management of customer data is concerned.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Ankit Thakrar | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • 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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
July 24, 2019

Freshsales review

Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Mahendra Bhavani | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • 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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Michael Brennan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 1 out of 10
Vetted Review
Verified User
  • 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
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • 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).
Return to navigation