Freshworks CRM Review – CRM for Sales and Marketing teams

In this Freshworks CRM review, you'll find more information about its features, pricing, pros and cons and why you should consider using it.
9/10 (Expert Score)
Product is rated as #15 in category Customer Relationship Management
9Expert Score
One of the most popular CRM

Freshworks is a cloud-based customer relationship management (CRM) system that helps small and medium businesses to organize and automate their sales, marketing, and customer service workflows. The CRM software can be accessed online or on mobile devices.

Customer support
Value for money
Ease of use
  • Easy to use and affordable
  • AI automation
  • 21 days free trial
  • Visual sales funnel
  • Other platforms has more integrations
  • Other CRMs better suite for large businesses

Here is what we will talk about in the rest of this article:

What is Freshworks CRM?

Freshworks CRM is the next generation customer interaction software that combines the greatest aspects of a sales CRM with robust marketing automation capabilities.

Freshworks CRM: Overview

This aids companies in cultivating a better connection with their consumers, which boosts retention and sales. It’s ideal for companies who want their marketing teams to work together to generate leads, manage them, and complete transactions using just one piece of software.

Salespeople will also have access to data and tools that will assist them better understand who they are advertising to, while marketing personnel will get a better understanding of their target market.

Freshworks CRM Features

What can you do with Freshworks CRM?

Freshworks CRM is divided into three modules that each target a different aspect of your company.

Freshworks CRM Sales Cloud

Freshworks CRM Sales Cloud is a good option if you need to concentrate on sales. When it comes to generating leads, automating marketing activities, getting insights into the best opportunities to pursue, and completing transactions, it’s a top solution for sales teams.

Sales professionals can cultivate client connections in one location with built-in communication options like email, online chatting, and phone, making them more structured and effective in their everyday operations. Client calls, for example, may be done by just clicking contact numbers on the site. Furthermore, the auto-profile enrichment function adds publically available data about your leads and contacts automatically, saving you time looking for and updating data manually. Details about a customer’s profile show on a particular column to enable you respond to customers with greater context.

Freshworks CRM Marketing Cloud

Freshworks CRM Marketing Cloud

Freshworks CRM Marketing Cloud, on the other hand, may assist you improve your marketing outcomes. You may learn more about your consumers’ activity by using its reporting dashboard and analytics tools. This data may be used to create new goods and services, as well as provide more customized customer experiences. Furthermore, email communication automation solutions may make a marketer’s job easier by sending targeted and personalized content to cultivate prospects and convert them into loyal customers.

Freshworks CRM Customer-for-Life Cloud

Freshworks CRM Customer-for-Life Cloud

Finally, Freshworks CRM Customer-for-Life Cloud is a platform that may help you improve the relationship between your sales and marketing teams. It eliminates silos by combining Sales Cloud with Marketing Cloud functionality, allowing your sales and marketing teams to have a 360 ° view of your clients.

For instance, if your marketing team conducts a focused campaign, they may look into sales representatives’ and customers’ interactions to see what pain areas need to be addressed. Meanwhile, since marketing can submit sales-ready prospects straight into the CRM, salespeople can receive real-time updates on them. You can connect sales and marketing operations with Freshworks CRM Customer-for-Life Cloud so that each department gets the appropriate customer data at the right time across all touchpoints.

Freshworks CRM integrations

Freshworks CRM integrations

Hubspot, Mailchimp, Quickbooks, and Slack are just a few of the well-known business applications that Freshworks CRM connects with. This makes it simple to integrate with any program that your team may already be using. It also includes API access for individuals who need to create custom integrations and mobile customer support, such as offline capability.

Strongly link your marketing department

Sales team put in a lot of effort to execute lead generation efforts and maintain interaction with prospects to keep them warm. By sending emails, following up, or scheduling product demonstrations, salespeople are also responsible for turning leads into paying clients. If your marketing teams utilize various business tools to accomplish their job, all of these actions result in a lot of dispersed client information and insights.

Freshworks CRM bridges the gap between sales and marketing by providing insight throughout the whole customer lifecycle. It tightly combines sales CRM capabilities with marketing automation, allowing you to access all of the data and information you need to understand better your clients from a single software package. Sales and marketing are tightly linked on the platform, allowing your teams to build meaningful and customized client experiences.

Have meaningful interactions with consumers 

When data is dispersed, it’s difficult to connect with clients and provide great service. The contact landing page in Freshworks CRM contains all customer data and interactions on a single page, giving salespeople a consolidated view of all events connected to a single client. The Activities Dashboard and Activities Timeline keep it short to monitor the buyer’s journey by displaying assigned agents working on a job or the customer’s current stage in the purchasing process.

Marketing, on the other side, may utilize interaction history to learn more about a customer’s degree of involvement. They may examine the circumstances of the encounters, extract context from it, and then tailor their consumer message appropriately.

Improve sales pipeline management 

Freshwork Improve sales pipeline management

When things become hectic at work, it’s easy for important files, information, and tasks to get buried beneath other issues. Freshworks CRM utilizes a visual sales funnel so that your marketing and sales teams can see how each transaction or campaign is progressing.

Users can easily view the progress of each transaction on the Freshworks Deals page, for reference, which is displayed in a Kanban board style. Deal categories may be customized depending on your company’s pipeline. You may create categories for new transactions, deals in negotiation, scheduled client meetings, and accepted deals, for example.

Aside from monitoring deals, the visual funnel lets you add tasks, schedule meetings, dial numbers using the built-in telephone dialer, and send emails to any deal card. It’s also feasible to filter transactions depending on the agents who are working on them, that comes in useful when creating reports or evaluating your team’s performance.

Increase customer engagement and loyalty

Freshworks Increase customer engagement and loyalty

Customers that are highly involved are ready to spend more money on your goods and are much more likely to stick with your brand. However, when your company develops, it may be tough for marketers to stay up and offer each buyer with a high-quality client experience.

Freshworks CRM can help you in this situation. Its strong capabilities, including as email marketing, marketing automation, and customer segmentation, work together to provide your marketing team the tools they need to fulfill consumers’ ever-changing expectations.

For example, email marketing solutions may help you develop client connections by sending attractively designed emails with targeted, customized content. Meanwhile, email automation may help you avoid the time-consuming aspect of email marketing by enabling you to create pre-defined procedures for sending emails. You may use demographics, past interaction with your business, behavior, and other factors to target recipients. You’ll never pass up a chance to connect and convert your consumers.

Pick the ideal sales lead with Freddy AI

Freddy AI

Freddy AI is an artificial intelligence-powered feature in Freshworks CRM that offers lead scoring and insights into the top prospects based on sales-ready purchasing signals and behaviors. Your salespeople may spend more time taking steps to close a deal and less time guessing thanks to AI-driven insights. They can identify which leads need follow-up and nurturing and which are ready to purchase using lead scoring.

Freshworks CRM pricing

Freshworks CRM pricing: How much does Freshworks CRM cost?

You’ll have three Freshworks price options to select from after you’ve chosen to become a full-paying client. The great news is that Freshworks price is very competitive when compared to other CRMs, making it a viable choice. However, the CRM pricing you spend on Freshworks will be completely dependent on your company’s particular requirements.


Why you should use Freshworks CRM?

Freshworks CRM is a one-stop solution for customer relationship management that meets the needs of today’s sales teams. Freshworks’ comprehensive collection of accessible features is what makes it such an appealing proposition for businesses. While you might hire separate services to perform a pretty good job, Freshworks CRM brings all of these technologies together in one place. It also comes with access to a variety of integrations.

If you’re looking for a way to generate new leads, Freshworks CRM might not be the best option. It’s also worth mentioning that Salesforce is still the gorilla in the room if it comes to CRM solutions. Freshworks CRM, on the other hand, may be a better option than Salesforce for small and medium companies seeking for functionality and cost.


Freshworks CRM Alternatives

Before subscribing to Freshworks CRM, 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 Freshworks CRM alternatives here.

Here are some versus to compare Freshworks CRM with its competitors:

Freshworks CRM Review – CRM for Sales and Marketing teams
Freshworks CRM Review – CRM for Sales and Marketing teams

Freshworks CRM logo
Why not giving it a try?
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