Freshworks CRM is a user-friendly, convenient tool that simplifies marketing and sales automation.
At our workplace, we have implemented the Freshworks CRM, formerly the Freshsales suite CRM, and expanded our partner onboarding using …
Freshworks CRMFormerly Freshsales
Freshworks CRM
Freshworks CRM
Starting at $19 per user per month, billed annually
View PricingOverview
What is Freshworks CRM?
Freshworks CRM (formerly Freshsales) is an all-in-one sales CRM software with features like built-in phone and email, lead scoring, visual sales pipeline, reports and dashboards, automations, and mobile apps, ensuring that sales reps do not have to juggle between multiple...
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Top Rated
2020
Popular Features
View all 20 features- Pipeline visualization (52)9.090%
- Customer data management / contact management (53)8.181%
- Integration with email client (e.g., Outlook or Gmail) (52)7.272%
- Interaction tracking (52)7.171%
Reviewer Pros & Cons
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Jannat ul Islam
Jr. Full-Stack Developer
Therap (BD) Ltd. (Information Technology & Services, 51-200 employees)Video Reviews
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Pricing
View all pricingMarketing Cloud - Growth
$19.00
Cloud
per user per month, billed annually
Customer-for-Life Cloud - Growth
$29.00
Cloud
per user per month, billed annually
Sales Cloud - Growth
$29.00
Cloud
per user per month, billed annually
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
Product Demos
Why we built Freshsales - The Inside Story
02:16
What is Freshsales?
01:08
Features
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Product Details
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- Competitors
- Tech Details
- FAQs
What is Freshworks CRM?
Freshworks CRM (formerly Freshsales) is an all-in-one sales CRM software with features like built-in phone and email, lead scoring, visual sales pipeline, reports and dashboards, automations, and mobile apps, ensuring that sales reps do not have to juggle between multiple tools to get the job done. According to the vendor, Freshworks CRM is easy to use, and has an intuitive UI means translating to minimal on-boarding time for sales reps.
Freshworks CRM comes with auto-profile enrichment and activity tracking which helps sales reps get a 360-degree view of their leads. The vendor promises that the AI-based lead scoring feature helps sales reps understand and prioritize their leads better. Freshworks CRM also enables sales reps to get a more holistic view of their sales pipeline with the visual sales pipeline. The drag and drop UI makes it easy to move deals between stages and even mark them as won or lost. The visual sales reports and dashboards make it easy to accurately forecast your business. The sales campaigns feature in Freshworks CRM allows users to create, send, and track outbound email campaigns without having to rely on external software.
Editions of Freshworks CRM include the Sales Cloud, the Marketing Cloud, and the Customer-for-Life-Cloud. Expanded features include conversion optimization (with technology acquired with Zarget in 2017), which adds website heatmap & session replay functionality, funnel analysis, as well as A/B testing.
Freshworks CRM comes with auto-profile enrichment and activity tracking which helps sales reps get a 360-degree view of their leads. The vendor promises that the AI-based lead scoring feature helps sales reps understand and prioritize their leads better. Freshworks CRM also enables sales reps to get a more holistic view of their sales pipeline with the visual sales pipeline. The drag and drop UI makes it easy to move deals between stages and even mark them as won or lost. The visual sales reports and dashboards make it easy to accurately forecast your business. The sales campaigns feature in Freshworks CRM allows users to create, send, and track outbound email campaigns without having to rely on external software.
Editions of Freshworks CRM include the Sales Cloud, the Marketing Cloud, and the Customer-for-Life-Cloud. Expanded features include conversion optimization (with technology acquired with Zarget in 2017), which adds website heatmap & session replay functionality, funnel analysis, as well as A/B testing.
Freshworks CRM 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: 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
Freshworks CRM Screenshots
Freshworks CRM Videos
Why we built Freshsales - The Inside Story
Product Overview
Freshworks CRM Integrations
- Freshdesk
- Twilio Segment
- Freshchat
- Freshdesk Contact Center
- Mailchimp
- Zapier
- Xero
- PieSync
- from HubSpot
- Freshconnect
- QuickBooks
Freshworks CRM 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 |
Comparisons
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Reviews and Ratings
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January 27, 2023
Freshworks CRM is a user-friendly, convenient tool that simplifies marketing and sales automation.
At our workplace, we have implemented the Freshworks CRM, formerly the Freshsales suite CRM, and expanded our partner onboarding using various automated tools. The ease with which we can add tasks, manage all projects, and manage human resources in Freshworks CRM has greatly aided our ability to plan and manage our projects. It is a sales CRM with everything: in-built email and lead scoring; a graphical sales pipeline; pre-built reports and dashboards; and more. Its powerful technology lets us determine a prospect's intentions while visiting our website and sales marketing tactics. It helps us track calls, meetings, and sales, and that customization simplifies its use.
- It tracks new leads and business.
- Maintain a backlog of work and follow-ups.
- Maintain an organized database of contacts.
- It has auto-email contacts and a sequence of sales.
- It facilitates organized tracking of communications.
- It could improve visuals.
- UI simplicity and naturalness are preferred.
- Some configurations and processes are repetitive and manual.
June 08, 2022
Good Product that is Still Improving
We use Freshworks CRM in our business to organize and categorize clients, keep track of new leads, deals and sales progress. We use this product daily to set remainders for following up, email messages, to get an overview of our current proposals and potential sales. This program addresses organization problems.
- 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
November 05, 2021
Freshwork CRM Formerly Freshsales Review
It's is Used Accross the Marketing, Sales and Service Department for Smooth Collaboration Between each of them. Freshwork CRM is basically used for Lead Management within our organization
- Maintaining Hot Prospects
- LEAD Management
- Sales Sequence
- User interface needs to be More Intuitive and User Friendly
- Tech Support not Upto the Mark
July 23, 2021
Manage your Business using Freshworks CRM!
Score 8 out of 10
Vetted Review
Verified User
I've tried various other CRM's and Freshworks CRM looks and feels energetic and easy to use. You can easily configure workflows and automation, set up sequences for your email campaign. Some tools (That I have used in the past require a separate application that has to integrate with my CRM to perform this action.) We, at our organization, use it to build pipelines and maintain customer/prospect information.
- 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
June 11, 2021
Great CRM for small businesses
I use Freshworks CRM as a CRM and Sales Engagement platform. Love having sales sequences integrated with the standard CRM system. It's user-friendly, easy to set up and has all my lead information in one place, including communications.
- 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.
We brought on [Freshworks CRM (formerly Freshsales)] as a replacement for Salesforce. We needed a way to track leads through the sales cycle and provide reports to our executives. [Freshworks CRM] allows us to manage leads, contacts, accounts, and deals. We also use it for sales campaigns as needed. This is being used only by our Sales department but as our Support team uses FreshDesk, we can see any Support tickets that have been raised by our customers in the platform as well which is helpful.
- 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
May 17, 2021
Freshworks CRM is the best CRM!
We currently use it for a couple of client projects. We implemented Freshworks CRM [(formerly Freshsales)] for a retail company. We used Zapier to integrate with Freshworks CRM [(formerly Freshsales)]. Whenever a customer purchase something the customers info would then forward over to Freshworks CRM [(formerly Freshsales)]. We could then use Freshworks CRM [(formerly Freshsales)] to send targeted email campaigns.
- Support is awesome
- Very simple interface
- Quick setup
- I have not found any areas I do not like
May 14, 2020
Overall Great CRM
We are using Freshsales for our sales department and for client management through projects at my web design company in Nashville. It allows us to automate communication so we can send personalized messages to get people to set up calls. Then we have integrations with other apps to move leads and existing customers through a pipeline so it only sends them the relevant notifications and follows up when appropriate.
- 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.
May 08, 2020
Freshsales allowed us to effectively move our CRM to the cloud at a very reasonable price.
Freshsales is being used to manage our sales pipeline and act as a CRM for other parts of the business. It allowed us to go to a cloud-based solution that was also much simpler to use and maintain than Microsoft Dynamics.
- Ease of use
- Integrates into third party applications.
- Ability to maintain and develop a sales pipeline.
- Needs direct O365 integration.
- Needs easier recurrence tasks.
May 07, 2020
Freshsales at a glance!
We use Freshsales in our prospect, commercial, and relationship areas. We resolved problems of generating leads with the proper information and integrations with our systems, moreover, we now are able to have a live base of prospects and strategic data on how we can perform better for prospecting. About sales and relationships, we keep track of what negotiations are important and strategic reports on how are sales velocity is running, and the number of clients that renew, moreover, we have the entire history of the customer with us.
- 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
May 07, 2020
Freshsales Review
It is being used by the whole sales team including the support team. We have our support portal also connected with Freshsales so that we can customize our offerings as per the customer's need. We can look into customers' specific interests and offer them value-added services using Freshsales CRM. It is an amazing experience. and very easy to use. The biggest issue was seeking the report from my sales reps. Now it has been addressed by Freshsales CRM in a big way. I can see the reports in a click of a button.
- Easy to use
- Fantastic collaboration
- Reporting dashboard
- Analytics
- Limited choices for font in email template
This is the simplest CRM out there and the only one that offers a free plan, so for small and medium businesses it is somewhat of a boon wherein you can actually help with increasing your sales and marketing productivity for low costs or even for free. This software is easy to learn and doesn't offer many complexities but then again it falls short as compared to several high prices CRMs, i.e. you get what you pay for.
- 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.
I used Freshsales to track our new business and set up workflows based on specific points of the deal. I also used it to store customized client data, as well as to connect our G Suite email account up with the CRM so that we could obtain an overview of communication on the clients' respective CRM pages.
- 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
April 16, 2020
Freshsales Review
For the past 3 years, Freshsales has changed the way we monitor sales, opportunities, and even projects.
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.
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.
February 03, 2020
Freshsales is better than the rest!
We have two use cases for Freshsales - we use it as a straightforward CRM for our sales team to manage our relationships with clients, and we also use the system as a way of maintaining our users. Our directors, sales team, telemarketers, and marketing teams all use Freshsales daily.
- 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.
February 01, 2020
Simple and efficient CRM
We use Freshsales CRM to manage leads that come in via telephone, web, and email. Also, we use it to keep track of sales opportunities to existing clients.
- 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.
January 30, 2020
Freshsales is the only CRM I will ever use!!!
Freshsales is being used by our entire organization. It is the CRM that we currently use to keep track of our customers. We use it for everything, all the way from Email Marketing to attaining new customers through the phone. It is what the higher-ups in the organization use to monitor the employees and what they are doing with each of their prospects. It is integrated through everything that we do. It is a great product; I have come to really rely on it and love using it.
- Organizing.
- Attaining new clients.
- Integration.
- SMS bulk texting.
I think Freshsales is well suited for anything that has to do with prospects and updating current people you are talking to. It is particularly well-liked by the upper management and viewing what each of the employees is doing each day to make sure they are updating and working on each prospect correctly. It also is great to see the complete funnel of when this person has been reached out to by what employee. Whether it is by email or phone, you basically get a full list of every time someone has talked to this person.
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.
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.
January 22, 2020
Great outbound sales CRM
As an organization we use Freshsales CRM for our outbound and inbound sales. We actually use the blossom plan. We have a business that depends on prospecting for new leads and this platform is perfect for that. It let's you create sales campaigns for prospecting with different stages and actions within the platform. Then you can qualify the leads as you wish with custom variables and have workflows that work depending the value of this variables. It also has a phone feature where you can call within the platform and record the conversation. And for the inbound sales it let's you capture leads with web forms and qualify them.
- Prospecting.
- Sales campaigns and bulk emails.
- Qualifying leads.
- Deals funnels.
- User experience.
- Workflows.
- Linking accounts with leads.
December 30, 2019
Freshsales is the best way to manage leads and more
Freshsales helps us a lot with customer comunication. It is very easy to control information about leads, deals and more. And the pipelines help us to see where the customers are on their journey. Also we use the email marketing function in Freshsales. Email marketing gives us better results with our existing customers.
- Email marketing.
- Control of leads.
- For the beginners, it can be a little confusing.
- API could be better.
Score 10 out of 10
Vetted Review
Verified User
Freshsales is being used by my company as a single point of contact for all of our lead and prospect database. We use it to warehouse all of our client and account information and is the tool that we use for all of our calling out for lead and prospect generation. I am able to follow the lead from the initial point of contact through out the entire lead and sales cycle and then once they are a client I can use Freshsales to do all reordering and account management. Along with the mobile application on my mobile devices Freshsales has to be one of the most extensible and robust sales tools that I have used since Salesforce!
- 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.
August 29, 2019
A great choice for small and growing businesses.
Score 9 out of 10
Vetted Review
Verified User
I am using Freshsales as my CRM for my marketing agency. It is where I store all of my leads, contacts, and account data, progress on deals, and email communications. It keeps me organized and centralizes my sales data.
- 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.
August 29, 2019
My experience with Freshsales
Score 9 out of 10
Vetted Review
Verified User
Freshsales is being used for lead management and creating and managing deals apart from other sales activities. It also helps us in running campaigns. It can be used effectively to keep track of open, click and bounce rates which is extremely vital to our next course of action. The ability to set rules to keep the leads engaged by means of the lead score is my personal favorite feature. Scheduling emails by setting rules is simple. In terms of product support, they have been really good as they make sure to send us relevant webinars to help us better after an expert answers our questions.
- 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.
August 20, 2019
Freshworks is not so fresh
Score 1 out of 10
Vetted Review
Verified User
I used Freshsales as a VOIP service provider. For the last 5 months, this service was not provided, there were system errors on their platform which none of the 8 people that I talked to knew how to fix. The only solution was provided was to forward the problem to another co-worker. I lost several thousands of dollars of business, time wasted trying to sort it out, and further expenses as they kept charging my business. When asked to refund my account balance, they instructed me that they do not issue refunds - at all.
- VOIP service.
- Quality assurance.
August 06, 2019
User-friendly
Score 7 out of 10
Vetted Review
Verified User
Freshsales is used to automate the process flow of students coming in the system by either call, chat, email or any other medium like facebook or other social media platforms. It is used across the whole organization. It gives us real-time data which helps us with analytics. It solves all the problem of tracking data.
- Data management
- Monitoring
- Time to learn
August 06, 2019
User-friendly CRM
Score 8 out of 10
Vetted Review
Verified User
It's the best platform for a start-up. It is the best way to increase sales as it gives reports in a very less time which increases efficiency. Working with this program, the documents and lead's information comes in handy. The follow-up procedure in this program creates a good system for users with multiple ways to contact the clients.
- Reports
- Integration
- Notification control