Freshsales ReviewOne of the easiest CRM to use
Take action with real-time tracking
Easy built-in communication tools
Visual pipeline and analytics
Identify lead sources to focus marketing efforts
Pros & Cons
- Visual sales pipeline
- Advanced reporting
- Powerful automation features
- Intuitive contact management
- No 24/7 customer support
Plans & Pricing
The pricing strategy is straightforward. Freshsales offers 4 different pricing plans – Free, Growth, Pro, and Enterprise. Here are the details of each plan:
Free – The Free plan never costs you anything, and includes contact and account management, contact lifecycle stages, built-in chat, email, and phone features, as well as mobile app support and 24/5 customer support.
Growth – The Growth plan is $18 per user/monthly (or $15 per user/annually), and includes all of the Free plan features plus sales pipeline view, contact scoring, sales sequences, product catalog, and customer reports and dashboards.
Pro– The Pro plan is $47 per user/monthly (or $39 per user/annually), and includes all of the Growth plan features plus multiple sales pipelines, time-based workflows, deal insights, next best action suggestions, chat campaigns, and WhatsApp business.
Enterprise– The Enterprise plan is $83 per user/monthly (or $69 per user/annually), and includes all of the Pro plan features plus custom modules, auto-profile enrichment, forecasting insights, audit logs, and a dedicated account manager.
Overall, Freshsales’s pricing is on the high-end compared to the rest of the CRM brands. If you’re considering Pro and Enterprise plans, annual billing is to be preferred. The brand also offers a 21-day, fully unlocked free trial.
Freshsales, formerly Freshworks, is a cloud-based CRM solution. Founded in 2016, Freshsales currently services over 40,000 clients worldwide and is suitable for small, medium, and large businesses alike. The tool is designed to streamline customer interactions and communication, as well as improve the productivity of sales teams.
Features and Functionality
Regarding “expected” functionality like task collaboration, notes, records, file management and sharing, lead profiles, etc. Freshsales does it all. Also, the tool offers a wide array of robust features designed to streamline operations, improve productivity, optimize processes, and automate routine tasks. Here are some of the most notable features.
Cloud telephony allows your sales team to handle calls, messages, and voicemails directly from their laptops or mobile devices. You can easily purchase virtual phone numbers across over 90 countries. The recent activity widget allows you to instantly gain full context about contacts via accessing call logs, notes, comments, and recordings, even those done by a different person. Also, you can filter calls by sales members and contacts, mask calls to add personalization, segment contacts based on contact fields, and schedule follow-up tasks or appointments after every call. All sales calls are automatically logged into the CRM, eliminating redundancy.
CPQ stands for configure, price, and quote. This feature allows sales teams to automatically generate numerous documents like invoices, quotes, onboarding papers, contracts, etc. in a few clicks, and reduce the chance of errors. Also, you can send all these documents to corresponding contacts right through the CRM and keep track of updates in the activity timeline.
The deal management feature can be regarded as an upgrade to the sales pipeline. Backed with an AI-powered assistant, it allows users to predict a deal’s performance, engage with prospects, forecast revenue, and make more informed decisions regarding each contact. Also, you can create deals automatically when converting leads, add different products to deals, and move deals between pipeline stages via drag and drop functionality.
Freddy AI is the AI assistant of Freshsales. Freddy AI learns from your CRM data and delivers insights, predictions, and recommendations based on individual scenarios, and tailored to your business processes. The AI is modeled to continuously learn and evolve based on your needs, propose the next best action throughout the customer’s journey, and identify sales patterns that would be hard to spot otherwise.
Freshsales allows you to access and manage third-party email accounts directly through the CRM. The 2-way email sync makes it easy to connect calendars and existing conversations across multiple email accounts. All incoming messages are automatically mapped to the respective contact and deal. Also, you can send emails in bulk, run outbound email campaigns, as well as automate redundant emails via templates and scheduling services.
Ease of Use
Freshsales is incredibly easy to use. It is available on Windows, MAC, iOS, and Android, and features absolutely no learning curve. Your team will be able to utilize 90% of the functionality from day one. The dashboards present all the important information at a glance, allowing you to quickly identify updates, changes, emergencies, hot deals, and more.
Contacts & Users
Auto-profile enrichment and lead scoring features make contact management a breeze. Thanks to Freddy AI, you can rank and prioritize contacts based on their profile to identify hot leads, group teams by geography, and deal sizes, and automatically assign leads to the right person with the territory management tool. Furthermore, sales reps can instantly scan through the contacts’ personal data and custom notes to find the information they need, even when out of the office.
As for pipeline management, it’s hands-down incredible. Thanks to the clean UI, you can visualize all the deals and stages in your pipeline at a glance. The drag and drop feature allows you to easily move deals between stages. Various filters and views allow you to drill down into specifics and identify the deals you need to focus on each day. Moreover, the deal stage probabilities can show you the sales forecast by stage. Finally, you can quickly identify stagnant deals by assigning a deal age to your pipeline and have multiple salespeople work on the same deal simultaneously.
Reporting & Integrations
The robust reporting features allow you to drill down into sales numbers, measure your team’s productivity, analyze sales and marketing campaigns, monitor lead’s website behavior, deal insights, etc. There are dozens of customizable and visual reports available with easy-to-understand graphs and charts, as well as revenue analytics and sales activity reports.
As for the integrations, Freshsales is easily integrated with the most popular business apps. Freshsales has native integrations with all the other Freshworks apps, as well as MailChimp, HubSpot, Zapier, Piesync, QuickBooks, Xero, Google Calendar, Contacts, and Google business apps. Other integrations include Calendly, Facebook, JustCall, 24Sessions, Retently, Survicate, Trello, Magento, Revv, etc.
When it comes to customer support, Freshsales is on top of its game. The team is very knowledgeable and can be reached via multiple channels. The response time for live chat is under one minute. Here are some more details:
24/7 Help & SupportFreshsales offers 24/5 customer support via phone, email, and live chat regardless of your pricing plan.
Phone SupportThe brand can be reached via the dedicated hotline: +1-866-832-3090.
Live Online ChatLive chat can be accessed directly from the brand’s website. The response time is under one minute.
Video TutorialsMultiple comprehensive video guides available on the company’s official support webpage explaining general settings, workflows, sales sequences, web forms, and more.
FAQThe comprehensive, well-structured FAQ section can be found on the official support page. It features answers related to leads, contacts, deals, email, workflows, sales sequences, integrations, modules, fields, etc.
Community ForumThe company’s support portal also serves as an online community for customers. You can start topic discussions and create support tickets from one place.
BlogThe blog is updated rather seldom, yet consistently (on average, 1 article per week), and features topics like sales goals, sales, and marketing collaboration, product news and updates, etc.
Overall, Freshsales is an incredible CRM software. The tool offers everything to optimize sales operations, manage teams, contacts, and deals, and get a visual view of the pipeline. The detailed reports and analytics features allow you to drill down into specific matters of your projects to quickly identify weaknesses and enhance your strengths. That being said, the software is costly compared to similar products on the market, so be prepared to spend some cash.
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