Freshsales Review

Freshsales Review

flag Affordable plans for all business sizes
  • AI-based sales features & visual pipeline
  • One of the easiest CRMs to use
  • Generate powerful reports
  • Built-in email & phone functions
Support
9 /10
Good For
Visualize Your Pipeline
Trial/Demo
21-day free trial
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  • author: Darren Gordon
  • 19.08.18
  • Comments

Rating

  • "Price"
    8 /10
  • "Features"
    9 /10
  • "Ease of Use"
    9 /10
  • "Help and Support"
    9 /10

Overview

Freshsales is the third product released by Freshworks, known for their full suite of business tools. Freshsales is a state-of-the-art CRM software that is best suited for businesses that want to handle customer queries swiftly. It’s known for its ease of use and its rich features. It has different product packages which make it a perfect fit for businesses of all sizes.

Plans & Pricing

Freshsales offers a free trial for 21 days that you can try out without even using a credit card. The paid Freshsales packages are:

Blossom

This plan is $12 per user/month if you choose to be billed annually. The blossom package is suitable for small teams. Month to month billing is $19 per user/month. With the blossom package, you can send 250 bulk emails per user per day, have all contact management and integrations features along with Android and iOS applications.

Garden

This plan costs $25/user per month for annual billing. This package is ideal for teams that expect to grow in the near future. If you prefer monthly payments, it will cost you $35 per user every month. You get all the blossom features along with lead assignment and territories and advanced CRM customization.

Estate

The Estate plan is $49/user per month for annual billing. This package offers the best value for large teams. For monthly billing: $65 per user. It has all the garden features along with reports dashboard, smart forms, and event tracking as well as automatic profile enrichment

Forest

The Forest plan is $79/user per month. The forest package is a viable investment for large enterprises. Annual commitment only. In the forest package, all the estate features are present along with EUC data center and IP whitelisting.

All things considered, Freshsales offers fairly reasonable plans.

Blossom
$12/month
Garden
$25/month
Estate
$49/month
Forest
$79/month

Features and Functionality

One of the best features offered by Freshsales is the rich leads management tool. This intuitive lead management feature that allows you to eliminate the junk and focus on the leads that matter. Depending on the engagement, leads can be grouped and then assigned to specific people present in your team. This allows you to contact leads with specific calls-to-action in mind.

With easy deal closing with Freshsales, you can reshape and revitalize your sales pipeline into a revenue-generating machine. You can visualize your sales pipeline, organize, scrutinize, prioritize and eventually close deals a lot faster. You can create reports depending on the age of deals and can view the status of a deal just with a simple click.

Ease of Use

To say that Freshsales is one of the easiest CRM software to use is not an overstatement. There is no real learning curve associated with the software and getting acquainted doesn’t take long. The interface is intuitive, aesthetically pleasing and very well designed.

Contacts & Users

Managing contacts on Freshsales is very easy and you can group leads as you want before assigning them to the pertinent people. Navigating through your sales pipelines is also very easy with intuitive drag-and-drop features allowing you to move deals along the pipeline.

Reporting & Integrations

Freshsales offers users in-depth reporting and seamless integrations. All default sales reports are constructed to fit the needs of most businesses by displaying crucial information like leads by stage, lead count for a specified period, revenue analytics filtered by source, sales representative, territory, etc. All reports are fully customizable, which allows any user to access the required information easily, directly through the reports dashboard.

Also, Freshsales seamlessly integrates with most commonly used tools that are important for any business including all other Freshdesk products, Google Calendar, Segment, MailChimp, HubSpot Marketing tool, QuickBooks, Google apps for work and Zapier. In case you can’t find the required apps you’d like to integrate Freshsales with, you can always contact the vendor and ask for assistance.

Pros & Cons

  • Incredibly easy to use
  • Free 21-day trial
  • Has intuitive deal and lead management features
  • Limited number of third-party integrations

Customer support

Customer support is highly responsive. It takes, on average, a couple of hours to respond to any request regardless of channel or package, by a professional and qualified representative. Freshsales offers support via email, phone number, live chat, ticketing and training services.

  • 24/7 Help & Support
    There is 24/5 world-class support available to all users.
  • Phone Support
    There is a toll-free phone number to contact the support team.
  • Live Online Chat
    There is live chat support.
  • Email
    There is an option for all users to email the support team.
  • Video Tutorials
    There are a number of high quality videos available on YouTube.
  • FAQ
    There is a detailed FAQ section answering a huge amount of basic and advanced software-related questions.
  • Community Forum
    There is an active community forum.
  • Blog
    The blog is updated daily and features tons of useful information on a high variety of topics about how to improve your sales processes

Final Word

Freshsales is a sophisticated modern CRM that offers rich lead management, sales pipeline optimization and reporting features in an intuitive, user-friendly interface. It might not have the breadth of third party integrations as some of the other CRM software out there, but what it lacks in integrations, it more than makes up in feature-richness and usability.

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darren
Darren Gordon
author

Darren has been working in online marketing and sales for over 11 years. Based in NYC, Darren manages a sales development team and uses applications like CRM systems and email marketing tools every day to help his team succeed. With extensive digital marketing experience he understands how to measure user needs and behavior, and he uses this knowledge to bring in leads and nurture prospects.

This review is based on the writer's personal opinion.

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Questions & Answers

Guest
Michael S.

Our company already uses another CRM, but want to switch. Will we be able to migrate all of our customers to Freshsales?

Answer
Freshsales offers one-click data migration from Salesforce, Pipedrive, Insightly, Zoho CRM, and SalesforceIQ. If you don’t use one of these CRMs there is the option of CSV import. Customer support can assist you with this.
Guest
Hayley Johnson

As my team grows I need to onboard new employees quickly. How easy is this system to learn and use?

Answer
Many users report that Freshsales is one of the easiest CRMs to use.There is no real learning curve associated with the software and getting acquainted doesn’t take long. The interface is intuitive, aesthetically pleasing and very well designed.
Guest
Jordan H

My team travels a lot and need mobile access to the CRM. Does Freshsales have this?

Answer
Yes, Freshsales has a fully functional mobile app for both iOS.

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