Freshsales is a perfect choice if looking for a simple yet effective CRM solution. Even if you are a startup, you have nothing to worry about a steep learning curve. Plus, your sales teams will appreciate the amount of time they can save while avoiding potential issues.
- Smooth Customer Experience
- Better Customer Engagement
- Advanced AI Capabilities
- Email Open – and Click Rates Tracking
- IMAP – Compatible Email Account Connectivity
- Easy Workflow Setup
- Customizable Reports
- The Free Plan lacks reports
- Determining the best plan for your business needs can be time consuming
- The software has fewer integrations compared to other options
- The lead generation tools are only accessible with Enterprise Plan
Freshsales is an intuitive and flexible CRM solution dedicated to ambitious sales teams. It also offers a simple and lightweight solution for small to midsize businesses (SMBs).
Made by Freshworks, Freshsales is a reliable sales customers relationship management (CRM), helping the sales team simplify their processes, gain better customer insights, and close deals as quickly as possible.
This software comes with packages designed for SMBs looking for an easy-to-learn interface at a reasonable price. What’s more, it works well with other business software types and provides a set of more in-depth features for companies with CRM experience.
Its built-in phone features, customization, deal scoring features, and AI-powered contact set Freshsales apart from other CRM software options. If you believe that Freshsales is what your business needs, keep reading this comprehensive Freshsales review!
Click on “open” if you want to see exactly what we will talk about in the rest of this article.
What is Freshsales?
Freshsales is top-notch salesforce automation enabling businesses to streamline customer relationship management, marketing insights, client interaction, lead management, and other operations. It allows you to design custom workflows to automate repetitive tasks with event-based triggers.
This software allows the sales team to create custom sales pipelines according to processes, team, geographies, and other criteria. It also effectively maintains a product catalog with tax information, discount, and pricing.
With Freshsales, you can take advantage of an impressive set of features, such as role-based access, audit logs, sales forecasting, predictive contact scoring, sales goals management, customizable email templates, and more. Using the analytics dashboard, you can also view and track client communication, sales, team performance, KPIs, and other data.
The CRM software supports integration with different third-party apps, including Xero, PandaDoc, MS Outlook, and more. If you are looking for sales and marketing solutions for your teams to find the right opportunities, automate email campaigns, and organize customer information, then Freshsales is perfect for you.
|Features||Analytics / CRM Marketing / Chatbot / Email marketing / Lead generation / Live chat / Mobile app|
|Best suited for||Small businesses, Mid size businesses, Large enterprises|
|Website URL||Visit official website|
|Support link||Support page|
|Support email||[email protected]|
|Company address||2950 S. Delaware Street, Suite 201, San Mateo CA, 94403|
Freshsales pricing: How much does Freshsales cost?
Freshsales subscription costs from $18 to $83 per month (yes it’s written really small on their pricing plan). By paying yearly you can get a discount. The packages price mainly differ depending on the features they provide.
|Pricing range||From $18 to $83 per month|
|Pricing types||Annual subscription / Monthly subscription|
|Free trial||Yes, 21 days|
|Money back guarantee||No|
|Pricing page link||See plans|
Freshsales pricing plans
You can choose from Freshsales’ four pricing plans: Growth, Pro, Enterprise, and Insightly – Plus. If you choose the Enterprise plan, you can enjoy more storage data and advanced AI features. The plan also offers a higher limit for sequences, workflows, and the number of sales teams you can create. All plans offered are billed monthly or annually, depending on your preference. If you prefer the annual billing, you can take advantage of some discounts. It also comes with costs scales alongside the end-user licenses number you require. This CRM software is also known for offering a free plan with basic contact management features. However, it does not provide access to reporting, which is a critical CRM feature.
Freshsales features: What can you do with it?
Now that you have a few ideas of what this software is all about, let’s dive deeper. In this Freshsales section, you will learn what the software can offer to you. So, let’s start!
Powerful AI System (Freddy AI) and Beginner-Friendly Interface
Freshsales is not only an affordable CRM solution but also effective at making contact management straightforward. With its powerful AI system and beginner-friendly interface, this software is an excellent CRM starter for small businesses. However, it is also ideal for SMBs because of its advanced features.
Impressive Level of Customization
The software’s level of customization is impressive. Every aspect of its interface can be easily customized according to your needs, including the main navigation menu. You can choose from hundreds of currencies as well as more than 10 languages. You can also create custom fields, sales activities, modules, and more. In short, you can customize the software based on your business needs.
Comprehensive Account and Contact Management Tools
When it comes to account and contact management tools, Freshsales lets you choose from a variety of options.
The AI-powered contact scoring system lets you see top leads according to the prospect’s engagement. As a result, you can close deals as quickly as possible. You can also view the contact’s engagement activity timeline with your brand, helping your team target them with follow-ups or sales calls more strategically.
This software offers tools necessary for communicating with a mobile app, email functionality, and a built-in phone. It also allows you to join Zoom meetings or set up live chat on the website schedule.
Automatic Lead Assignment
Another impressive thing about Freshsales is that it lets you assign leads to sales reps automatically according to particular criteria. You can also customize activities, reminders, alerts, and appointments with ease to keep teams organized.
You can cut down the manual work in nurturing leads with automated workflows. It also simplifies the sales process. In return, your team can concentrate on closing deals. Although the integrations available are limited, third-party project management apps integrations are still helpful.
Reports, Deals, Leads, and Contacts
Data management involving leads and contacts can be time-consuming. Fortunately, Freshsales offers data deduplication functionality coupled with a vast array of alerts like contract-renewal renewals and auto-renew. Plus, you will also receive notifications in the case of deal rotting.
Once you log into your account, you can view the list of leads, including a sample record. When you look at the top of the screen, you will find the remaining days in your free trial. That is also the area where you can manage account settings, view notifications, compose emails, create a new record for an account, contact, or lead, and upgrade to a paid account.
When you navigate the screen’s left side, you will access other features. Under the leads are settings, dashboards, reports, calendars, conversations, deals, accounts, and contacts. You can also access the sample tasks in the calendar and sample data in contacts.
This CRM software utilizes leads as an entry point. After leads are converted to a contact, any related business information will populate into the account record. Once you add a website URL, the software will automatically add its public information, such as an address, company size, social media, logo, website, and other details, the same way it does with leads and contacts.
Adding a new contact or lead and including their email addresses makes the software auto enrich the profile. This is possible by pulling in associated LinkedIn, Twitter, and Facebook profiles. In return, you can view what the contacts and leads are interested in or even what they are talking about.
This software lets you filter accounts, contacts, and leads by any field, lead score, as well as the last time you contacted them. You can even contact bulk actions, such as assigning records to various reps and sending emails.
Freshsales’ Deals section is designed to be in a Kanban-style view. That way, you can drag and drop deals to various phases of the pipeline. Not only that, but you can also customize the pipeline’s stages and change the order based on your preference.
Freshsales review: Why you should use it?
Freshsales comes with interesting communication tools, such as call recording, integrated VoIP phone and voicemail, campaigns, and email templates. It serves as a simple CRM solution for SMBs to keep running smoothly. You can also appreciate its customization options, powerful AI assistant, and sensible pricing tiers.
Advantages of using Freshsales
Smooth Customer Experience
With a single software, you do not have to deal with silos. The software will help you gain greater alignment between your marketing and sales teams. In return, you can provide customers with a smooth experience at every stage of their lifecycles.
Better Customer Engagement
With Freshsales, you can communicate on preferred channels and surface the best leads. It also enables you to engage in behavioral-based and personalized conversations. As a result, you can enjoy better customer engagement.
Advanced AI Capabilities
Freshsales offers an artificial intelligence sales assistant known as Freddy. The AI’s powerful automation capabilities of Freddy will help you make smarter decisions and understand customers through recommendations, predictions, and insights from the CRM data.
If your company has different deals in the pipeline, Freddy is helpful for refocusing on high-probability engagements. This AI sales assistant is also useful in highlighting deals with sudden decreases or increases in activities while delivering insights into why.
Email Open – and Click Rates Tracking
This software allows you to track emails’ open – and click rates for messages sent via connected email accounts or the software itself. You can also the available email templates for gauging the most successful ones.
Interestingly, team inboxes can sync with general business email addresses. Then, the software will track those emails and add new leads automatically.
IMAP-Compatible Email Account Connectivity
Freshsales lets you connect IMAP-compatible email accounts to it, such as Zoho Mail, MS Office 365, and Gmail. These email accounts will sync the sent folder and inbox. You can view the Awaiting Response folder on the Conversation tab, showing where you need to follow up.
Easy Workflow Setup
One of the significant functionalities of Freshsales is automating manual tasks, and part of it is enabling you to set up workflows with ease. For example, you can set up conditions and triggers for any record to create tasks when leads send emails. You can also set up those conditions and triggers where the software will send emails after a specific time passes without communications.
Reports are available for accounts, contacts, deals, leads, appointments, tasks, and conversations. Although there are some built-in reports, you can still customize your own. They can be exported as PDF or CSV files and viewed chart form. The software also allows you to schedule reports you want to email daily, weekly, or even monthly.
Before subscribing to Freshsales, it’s always a good idea to check out the competition and find the Best Customer Relationship Management (CRM) Software for your needs. You can find the Freshsales alternatives here.
Here are some versus to compare Freshsales with its competitors: