Freshsales is a customer relationship management (CRM) software developed by Freshworks. Designed for businesses of all sizes, it streamlines lead, contact, account, and deal management processes, enabling teams to sell more effectively and efficiently.
Key Features
- Context Features: A combination of Table and Kanban view, Activity Timeline, Details Section, and Highlight Cards help in visualizing data and understanding customer engagement.
- Channels: Engage with customers across a multitude of platforms including Email, Chat Campaigns, Phone (with special holiday routing), Messenger, SMS integration, and Zoom.
- Automation: Features such as Workflows, Sales Sequences, Territory Management, Auto-profile Enrichment, and IntelliAssign aid in automating sales processes and tasks.
- Deal Management: Customize sales processes with Multiple Sales Pipelines, Weighted Pipeline, Configure Price Quote, Activity Goals, Product Catalog, and Slack integration.
- Sales Intelligence: Use AI-powered insights with features like Contact Scoring, Deal Insights, Next Best Action, Sales Forecasting, Reports, and Dashboards, and Sales Reports.
- Customization: Adapt Freshsales to fit business-specific needs using Custom Sales Activities, Contact Lifecycle Stages, Layout Customization, and Multi-Currency and Multi-Language functionalities.
- Governance: Ensure data security with Role-based Access, Record Types, Scope and permissions, and Audit Logs.
- Mobile Features: Manage sales on the go with Call Logs, Offline Mode, Quick Links, Google Maps & Uber integration, SMS, and Zoom on mobile.
Use Cases
- E-commerce businesses aiming for a holistic view of customer interactions.
- SaaS companies wanting to optimize sales processes and customer touchpoints.
- Enterprises that require comprehensive channel engagement options.
Pros and Cons
Pros
- Rich feature set that provides deep insights into customer behavior.
- Seamless integrations with popular third-party applications.
- User-friendly mobile app to manage sales on the go.
Cons
- Limited customization options compared to some other robust CRMs.
- Advanced features might require a steeper learning curve for beginners.
Pricing
Freshworks CRM offers four pricing plans for its customers, each designed to meet the needs of different stages of a business journey. Here are the details of each plan:
- Free: This plan costs $0 per user/month. It is designed for small teams and includes features such as contact and account management, built-in chat, email, and phone, 24×5 support, and mobile app access.
- Growth: This plan costs $15 per user/month when billed annually. It is designed for growing sales teams and includes everything in the Free plan, plus visual sales pipeline, sales sequences, AI-powered contact scoring, 500 Freshbot sessions, 1 CPQ license, and workflows.
- Pro: This plan costs $39 per user/month. It is designed for managing multiple sales teams and includes everything in the Growth plan, plus multiple sales pipelines, time-based workflows, auto-assignment rules for contacts, accounts, deals, sales teams and territory management, and AI-powered deal insights & next best action.
- Enterprise: This plan costs $69 per user/month. It is designed for advanced customization, governance, and controls and includes everything in the Pro plan, plus custom modules, AI-based forecasting insights, audit logs, field-level permissions, dedicated account manager, and sandbox.
You can check out their pricing page for more information about each plan to make the best decision for your business.
User Experience
Freshsales boasts a clean and modern user interface, making it relatively easy for new users to get accustomed to the platform. It’s drag-and-drop navigation and customizable views help users personalize their experience.
Customer Support
Freshsales provides a variety of support channels. They offer live chat support, email, and phone support. Additionally, they have an extensive knowledge base where users can find articles, tutorials, and FAQs.
Community and Learning Resources
Freshsales boasts an extensive resource platform with a community, blog, and Freshworks Academy. Users can benefit from improving skills, getting certified, and connecting with a global network of professionals through these resources.
Integration
Apart from the in-built integrations, Freshsales is designed to seamlessly integrate with popular apps like Gmail, Paypal, Quickbooks, Xero, Zapier, Slack, and Outlook. Freshsales also offers API Access and a marketplace to connect to other applications that businesses use daily.
