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)
- $11 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.
- 3.8Custom 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
(1-12 of 12)- 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
Overall Great CRM
- 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.
Freshsales at a glance!
- 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
Services companies
E-commerce
Digital business
Freshsales needs to be improved for:
Retail
Stores
- 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
Freshsales Review
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.
Simple and efficient CRM
- 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.
For industries like retail, may not benefit as much.
Great outbound sales CRM
- Prospecting.
- Sales campaigns and bulk emails.
- Qualifying leads.
- Deals funnels.
- User experience.
- Workflows.
- Linking accounts with leads.
My experience with Freshsales
- 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.
- API
- Mobile app.
- Google apps sync.
- Great UX and UI.
- Search can be a little slow.
- Adding new contacts should be easier.
- 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.
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.
Freshsales, the all-in-one CRM for prospecting and closing deals
- It really helps with prospecting and closing deals
- It has a great UI, far way better than much of the CRMs on the market
- It has an awesome points system for leads qualification
- It has an integrated phone number that you can activate so you can log and record your calls directly to the CRM platform
- It's really easy to use and understand
- Sales campaign and workflows really make your life easier when following up on prospects/contacts
- It would be great if you could manage the system scores for leads qualifications (like when a lead interacts with your emails it adds a point when it might be a cold lead)
- Support help could respond a little faster when having problems (we were almost a week with a problem and the answers we got from them were every two days when it was something urgent)