Freshsales
About Freshsales
Freshsales is a cloud-based salesforce automation software designed to help businesses manage leads, customer engagement, client relationships, and more via a unified portal. The platform enables organizations to create and monitor sales activities, add custom fields to capture and store customer information, and synchronize data across the entire customer journey, from prospecting to contact and conversion.
Freshsales enables enterprises to define custom rules to automate leads assignment and create and handle marketing campaigns to engage with the target audience. Administrators can categorize contacts’ data using custom criteria, assign leads to teams based on skills or tasks, and update holidays to automatically transfer calls. It also offers other features such as customizable email templates, activity timelines, a built-in phone dialer, product catalog management, and more.
Freshsales lets teams establish custom workflows to automate recurring tasks using event-based triggers and run chat campaigns to interact with the customers. It also supports integration with various third-party applications like QuickBooks, PandaDoc, DocuSign, Xero, and more.
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- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Look at this, and I promise you, you'll forget about SalesForce
Reviewed on 2018/10/11
Before Fresh sales, my team and I were using SalesForce. It was far too messy, complex, and I had...
Before Fresh sales, my team and I were using SalesForce. It was far too messy, complex, and I had more meetings with my team to try and figure out the details in a month than I've had in a quarter!
We decided to take a look at Freshsales when it came out (end of 2016 I believe), mainly because we've been using Fresh Desk for years and wanted to give them a shot. After the demo, it was a no-brainer. Once we got our account, it took me maybe a week to set everything up and we were ready to go. The interface was just so sleek and stripped down of all those unnecessary fields and options. I could see what was happening, when, and finally what to expect (the latter being very important for any sales manager).
Overall, it works just so well for us (small family owned business) and we won't be looking to change anytime soon.
Pros
There's a number of features I like...reporting, email tracking, lead scoring...Sure, some CRMs out there have all these as well, but everything is so darn well packed and easy to use! If I had to choose one, I'd say email tracking. That had helped a lot with follow-ups and our sales funnel in general.
Cons
Can't say there is anything I dislike about the software at present time; it did lack certain features upon release, but the current version has everything we need to take our prospect from point A to point C(lose).
- Industry: Consumer Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Outstanding Sales CRM
Reviewed on 2023/08/24
Freshsales is helping our business grow and spread our product to new lucky customers
Freshsales is helping our business grow and spread our product to new lucky customers
Pros
The integration process was quick and seamless. This product has all the needed features of an outstanding Sales CRM such as Lead Capture, Contact Management, Omni channel support and much more.
Cons
If FreshSales can be integrated with AI tools such as Vonage AI and ChatGPT that would be the greatest software package one can dream of.
Alternatives Considered
HubSpot Sales HubReasons for Switching to Freshsales
Freshsales is easier to use has more features and it is cheaper- Industry: Machinery
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
Freshsales. Fresh start.
Reviewed on 2023/08/14
This was our company's first CRM. We still enjoy Freshsales, but often find quirks and areas for...
This was our company's first CRM. We still enjoy Freshsales, but often find quirks and areas for improvement that we sent to our representative. There have been advancements since we started with Fresh, but would love to know more insight on what's to come in the next year and three-year plan, so we can prepare and know how the system will improve over time.
Pros
Up front, nothing seems overcomplicated. It has the essentials we need to track business on the sales side. Those who tend to support tickets are quite helpful. Happy with the timely, honest support we receive!
Cons
As with any system, there are areas of improvement, wishes for changes, and improvements we would love to see implemented. I wish there were more transparent check-ins telling us upcoming changes that are being worked on in the background. I also wish we were notified when updates were going to run so that could better prepare when "Blackout" periods are going to take place during the workday.
- Industry: Computer Software
- Company size: 201–500 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Freshsales - CRM for the startup of tomorrow
Reviewed on 2024/08/09
Overall Freshsales is a great CRM tool for a new startup to base its sales department.
Overall Freshsales is a great CRM tool for a new startup to base its sales department.
Pros
It has a great feature list. Right from adding contacts/leads to the platform, managing lead lifecycle through tasks and creating deals to incentivise the cycle, its a very easy to use platform.
Cons
The pricing for Freshsales has to be revised as per Indian Geography. Also some basic features like Campaign Management for automated outreach is not present.
- Industry: Information Technology & Services
- Company size: 10,000+ Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
The CRM Freshsales is useful and adaptable
Reviewed on 2023/07/10
Managing your leads, prospects, deals, wins/losses, and clients is a breeze. It allows you to keep...
Managing your leads, prospects, deals, wins/losses, and clients is a breeze. It allows you to keep tabs on your emails and see when you were last in touch. When dealing with thousands of leads, this is a great way to keep everything straight and organized.
Pros
I like how simple it is to narrow down potential customers. I appreciate the convenience of being able to draft contracts for clients and have them sign them electronically. Having access to pre-made email templates, mass emailing, and detailed stats is also fantastic.
Cons
The strict structure of Freshsales sometimes gets on my nerves. It's both helpful and confusing that there are so many filters to choose from. It can be a lot to take in at once.
Freshsales FAQs
Below are some frequently asked questions for Freshsales.Q. What type of pricing plans does Freshsales offer?
Freshsales offers the following pricing plans:
- Pricing model: Free Version
- Free Trial: Available
Free Plan: Free for up to 3 users. Growth Plan: $9/user/month billed annually (or) $11/user/month Pro Plan: $39/user/month billed annually (or) $47/user/month Enterprise Plan: $59/user/month - billed annually (or) $71/user/month
Q. Who are the typical users of Freshsales?
Freshsales has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Freshsales support?
Freshsales supports the following languages:
Dutch, English, French, German, Italian, Polish, Portuguese, Russian, Spanish, Traditional Chinese
Q. Does Freshsales support mobile devices?
Freshsales supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Freshsales integrate with?
Freshsales integrates with the following applications:
Asana, Calendly, Docusign, Freshchat, Freshdesk, Gmail, Google Calendar, Google Workspace, HubSpot CRM, Mailchimp, Meta for Business, Microsoft 365, PandaDoc, QuickBooks Online, QuickBooks Online Advanced, Segment, Slack, Trello, Xero, Zapier
Q. What level of support does Freshsales offer?
Freshsales offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep)
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