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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Reviewer Sentiment

N/A
Positive ()
N/A
Negative ()
Learn how we calculate reviewer sentiment

Awards

TrustRadius Award Top Rated 2020

Popular Features

View all 20 features

Pipeline visualization (50)

8.7
87%

Customer data management / contact management (51)

8.5
85%

Interaction tracking (50)

8.3
83%

Integration with email client (e.g., Outlook or Gmail) (50)

8.0
80%

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

8.0
80%

Marketing Automation

8.9
89%

CRM Project Management

8.5
85%

CRM Reporting & Analytics

8.4
84%

Customization

8.1
81%

Security

8.4
84%

Platform

9.5
95%

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

Analytics & ReportingLead Scoring360° ViewAI-Based Lead ScoringVisual Sales PipelineActivity TimelineDashboards

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

Comparisons

View all alternatives

Frequently Asked Questions

What are Freshworks CRM's top competitors?

Pipedrive and Insightly are common alternatives for Freshworks CRM.

What is Freshworks CRM's best feature?

Reviewers rate Mobile access highest, with a score of 9.5.

Who uses Freshworks CRM?

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

Reviews and Ratings

 (94)

Ratings

Reviews

(1-6 of 6)
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Score 8 out of 10
Vetted Review
Verified User
Review Source
User Experience was quite good no training was required for a new user, it was all ready to go.
The Service Tickets of the Customers are managed quite well in Freshwork CRM.
Reports from our Sales team was generated with just One Click
Immanuel Chiplin Sam S | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
It has all a Tech sales company would need. I did run into some issues with the setup and importing initially but the response time and help from the support team were unbelievable and accurate. I was able to solve most of the issues that made me switch from basic Excel and Zoho CRM.
Score 9 out of 10
Vetted Review
Verified User
Review Source
I'm only trained in one portion of it, and I find that easy enough to maneuver. It's not an everyday must use product for me, so the fact that I can come back after days off and still find my way very easily speaks to the UI of the product