Freshworks CRM

Freshworks CRM
Formerly Freshsales

About TrustRadius Scoring
Score 8.0 out of 100
Freshworks CRM

Overview

Recent Reviews

Great CRM for small businesses

9 out of 10
June 11, 2021
I use Freshworks CRM as a CRM and Sales Engagement platform. Love having sales sequences integrated with the standard CRM system. It's …
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Freshsales Review

10 out of 10
May 07, 2020
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 …
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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)
    8.9
    89%
  • Customer data management / contact management (52)
    8.2
    82%
  • Interaction tracking (51)
    7.5
    75%
  • Integration with email client (e.g., Outlook or Gmail) (51)
    7.5
    75%

Reviewer Pros & Cons

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Video Reviews

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Pricing

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Marketing 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

Features Scorecard

Sales Force Automation

7.7
77%

Marketing Automation

8.0
80%

CRM Project Management

8.6
86%

CRM Reporting & Analytics

8.0
80%

Customization

7.2
72%

Security

8.1
81%

Platform

9.6
96%

Product Details

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 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

Screenshot of Analytics & ReportingScreenshot of Lead ScoringScreenshot of 360° ViewScreenshot of AI-Based Lead ScoringScreenshot of Visual Sales PipelineScreenshot of Activity TimelineScreenshot of Dashboards

Freshworks CRM Videos

Why we built Freshsales - The Inside Story
Product Overview

Freshworks CRM Integrations

Freshworks CRM Competitors

Freshworks CRM Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Windows Phone
Supported CountriesWorldwide
Supported LanguagesEnglish, German, Dutch, Italian, French, Spanish, Portuguese, Polish, Russian, Chinese

Frequently Asked Questions

Pipedrive and Insightly are common alternatives for Freshworks CRM.

Reviewers rate Mobile access highest, with a score of 9.6.

The most common users of Freshworks CRM are from Small Businesses (1-50 employees) and the Information Technology & Services industry.

Comparisons

View all alternatives

Reviews and Ratings

 (105)

Ratings

Reviews

(1-25 of 55)
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Score 8 out of 10
Vetted Review
Verified User
Review Source
  • It keeps the Record of each and every Leads that has Visited our Websites or Has enquired.
  • Productivity in my Organisation has Increased Considerably as it eliminates Most of the Manual Time Consuming Work.
  • LEADS Conversion has Also increased and we were able to drive the Sales.
Immanuel Chiplin Sam S | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • I was able to follow up with the prioritized leads and able to achieve my sales target
  • Able to see my calendar and emails on a contact with outlook integration
  • Couldn't get Microsoft Teams integrated with Freshworks as they do not have it immediately
Score 6 out of 10
Vetted Review
Verified User
Review Source
  • Simple and effective way to provide an updated funnel to executives
  • We spend much less time organizing, sending, and updating spreadsheets or Google sheets and can focus on business development efforts instead
  • Allows us to stop digging through emails for information on leads, prospects, companies, and opportunities
May 14, 2020

Overall Great CRM

Brandon Howard | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Freshsales has definitely had a positive impact on our sales. It's difficult to nail down the ROI it has generated, but it's well worth the cost.
  • The savings is mostly in time spent on lead and client follow up, so we can handle more leads and projects with a smaller team.
Prashant Choudhary | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • The productivity of sales team increased.
  • Ease of access of menus, availability of logic filters, customizable overviews, sales pipelines and workflow automation have increased the marketing productivity.
  • Customer engagement and support has also been bettered by this.