Freshsales

Freshsales

The all-in-one Sales CRM

4.7/5 (415 reviews)

Freshsales Overview

Freshsales is a sales CRM software by Freshworks that makes it easy for businesses of all sizes to attract, manage, close, and nurture their leads. With a highly intuitive UI and a powerful feature set including built-in phone and email, AI-based lead scoring, visual deal pipeline, intelligent workflow automations, and customisable visual reports and dashboards, Freshsales gives businesses everything they need to manage and scale their sales without having to juggle multiple tools. Freshsales is GDPR compliant and has several GDPR specific features and enhancements. The Freshsales marketplace currently hosts over 75 apps that can be seamlessly integrated with it to enhance productivity.

Some of the key features in Freshsales include:

* Built-in phone and email
* Two-way Email Sync
* AI-based lead scoring
* Workflow automation
* Visual sales pipeline
* iOS and Android Apps

The built-in email with two-way email sync ensures that sales reps never have to leave the CRM to access their email inbox. Email tracking features enable users to know when and how many times an email was opened, or a link was clicked on. Users can also create personalised sales campaigns using email templates. Insightful email metrics helps users understand which emails are performing well and which aren’t.

Freshsales comes with a built-in phone powered by Freshcaller which enables direct calling with a simple click on a contact’s phone number. Users can set up buy local numbers, enable call recording, and set up IVRs in a matter of minutes. Users can also add notes, schedule tasks, as well as make appointments.

The 360-degree view gives users in-depth customer insights on prospects allow users to plan relevant conversations and keep track of touchpoints using the activity timeline. Freshsales collects data and segments activities based on a contact’s behavior. Users can get perspective on leads with advanced lead scoring, and prioritize important follow-ups.

The visual sales pipeline provides complete visibility of deals across various stages. Users can sort and filter by close dates, helping to make more guided decisions for climbing up the sales ladder. The drag and drop navigation enables users to move deals across the sales pipeline into any stage.

Visual sales reports and revenue analytics monitor sales progress and identify successful campaigns by source, sales rep, territory, and more. Freshsales mobile apps for iOS and Android lets users access deals while on-the-move and stay up-to-date on prospects at all times.

Pricing

Starting from
$12/month
Pricing options
Free Trial
Free
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, Europe and 5 others, Germany, India, Latin America, Mexico, Middle-East and Africa

Supported Languages

Chinese (Traditional), Dutch, English, French, German and 5 others, Italian, Polish, Portuguese, Russian, Spanish

Freshsales Reviews

Overall rating
4.7/5
97% positive reviews
314
Excellent
87
Very good
11
Average
1
Poor
2
Terrible
Dominic C.

It's a great CRM!

Used Daily for 6-12 months
Reviewed on 2019/01/24
Review Source: Capterra

All-in-All it's a great software to use. I conclude with the fact that freshsales is ever changing and in my 6 months of usage I have seen anticipated improvements appear right before my eyes. It's perfect for users who are looking for a cost effective and flexible solution to customer relations. The kinks in its usage can be ironed out through support and further improvement of the software itself. It's a great CRM!

Pros

The BEST part about Freshale's is the endless capability for customizations and integrations. This allows users to create systems of follow up with multiple points of contact to the client. The new future to manage duplicates was a great addition. I also love the capability to attach documents to client files, really comes in handy.

Cons

The system is relatively easy to understand however when it comes to usage I find it's very clunky. I can see how the open set up and free customization may overwhelm even experienced users. I would even say that, the coders and web designers at freshsales had more of an influence on this product then the relation management professionals. It sort of like a "Droid" cell phone. The technology in the phone is superior and far more advanced, yet users are not acclimated to the application of it. I would like to make two suggestions to address such.

First, I'd like to point out that even though I'm bring this up in the 'con' section, I have NEVER had a problem with Freshsales support team. When in reference to the wieldiness of the software I think that Freshsales could benefit from a hand on approach and a thorough process in training the users. You see if the users understood Freshsales as much as you folks do I'm certain the above 'con' would be null.

Second, in relation to the same 'con' described above I believe this can be solved more directly. What I mean by that is creating an internal prioritization based on recent actions, recent stage changes, number of exchanges, lengths of conversation and what ever variables you guys think that can measure and use as info to prioritize leads. Then possibly a dashboard view, displaying these prioritized leads as well as up coming tasks and appointments, metrics on call volume and possible targets or goals.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Aatish R.

Just the push your sales team needs!

Used Daily for 6-12 months
Reviewed on 2019/01/15
Review Source: Capterra

FreshSales has helped me in -
1. Delegating tasks to the team
2. Tracking of team activity / performance
3. Increase accuracy of sales forecast
4. Identifying neglected contacts in the database

Pros

Comprehensive CRM tool which blends in with your e-mail box. Primary advantage is that it screens and displays e-mails only from the contacts listed in the CRM (no need to browse through internal / vendor communication, while searching for any e-mail). Further, it categorizes conversations corresponding to a particular person (contact), company or any deal. Also, including complete record of calls, e-mails, chat and other communication to one customer by various people in the organization

The ease of task delegation / collaboration with others in the team is a cakewalk with FreshSales. Another benefit is task, appointment reminders across time zones. In addition to this, it can also tag the location for the meeting accurately on google maps / Uber app.

Tracking of e-mails - it not only tracks if the e-mail is opened but records the number of times it has been opened with the respective time-stamp. One more highlight is the bulk e-mailing to the complete database at a single click. Importantly, the e-mails are recorded as individual emails to parties in your e-mail box with a metric analysis of opens, bounces, clicks of the shared hyperlink.

Second aspect to the CRM tool is the managerial feature of generating reports. It displays reports for all team members with respective sales activities, follow-ups, action items against every deal.

Access of complete database via the mobile App! This enables quick review and follow-up drastically reducing response time to customers.

Cons

A limitation observed is that the software takes longer time to load in case of heavily loaded database.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Wolfgang B.

Freshsales allows for a quick start

Used Daily for 1-5 months
Reviewed on 2018/10/05
Review Source: Capterra

To convince my companies boss to go with and acquire Freshsales was very easy. The daily joy and enthusiasm working with this programme showed in givng great results in a very short time. Upload data, create a mailing template, select clients, press the bulk e-mail button and wait. Shortly you can see who received and opened your mail and also if they clicked any links in e-mail provided. A perfect indicator to catch your clients just when they are also online viewing your information to follow up, if that's a strategy you desire. We are working less aggressively, so knowing that the e-mail was opened is enought to e.g. follow up with a second mail or whatever you have automated your workflow with. The opt-out option for mail receivers automatcally renders that client as unqualified and will not be disturbed by mistake anymore. Finally, I just like to say that I only use about 10% of Freshsales potential and get the desired results. Remember, keep it simple. I am really looking forward to optimize certain features and procedures in the future. And I know I can count on customer support again to guide me. Step by step. I try not to overload them, because I myself with a customer support background understand the work they do and they do a great job.

Pros

There is so much in Freshsales that it is impossible to list all the pro's. But only a few functions are needed to get started. Appart from easy accesible menus, logic selectable filters, customizable deal overviews, pipelines and workflow automatization, all you need to do is upload your client data from e.g. an Excel file and you are basically ready to roll. At every step getting to know Freshsales I was able to contact Customer Support via chat and was guided non-stop during my 30 day trial. You can even book sveral one on one remote sessions to have all your questions answered and shown on screen. The knowledge database also is very well organized with videos and FAQ's.

Cons

There is nothing bad I can say regards Freshsales. It's true, that there is a lot to take in. To get everything out of all the available features, there is a steep learning curve that leans towards a small portion of CRM administrational work. But if you wanna keep it simple, it lets you do that. Only if you start to work with more data, more clients, more workflows can it become a bit overbearing. But that's with every other CRM also.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Elisa P.

A great suite to improve marketing effectiveness

Used Daily for 1+ year
Reviewed on 2018/10/14
Review Source: Capterra

Using both Freshdesk and Freshsales to manage our relationships with users and the business opportunities that may arise is the most efficient way to improve our sales effectiveness.

Pros

We are using Freshsales together with Freshdesk and it is the perfect solution to help our customers and manage all our relationships with them in a quick and simple way through an effective streamline.

By adding the Freshasales API code in Freshdesk, the tools are automatically synchronized in order to keep track of the relationships that have occurred with all users.

Freshsales helps to reach specific goals by setting up a valuable deal for each lead imported inside it. The deal management is really intuitive, just like all the other features available. The contacts can be easily imported uploading your customer lists in csv or similar file format.

The CRM offers a built-in phone, an integrated email system, a user behavior, tracking, and a reporting system.

As already written, Freshsales is really intuitive and easy-to-use thanks to its accessible menus and filters. There is also the possibility to customize some overviews in order to keep all essential information at your fingertips. It is possible to automatize pipelines and workflows as needed.

Freshworks tool offers a great help desk, you can get support by email using the ticket system, by chat or telephone. The support team is always ready to help.

Cons

Some automatic reminders are missing. You can’t set specific alarms to be notified when a customer doesn’t get back to you or similar.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Paul W.

Easy On-boarding and setup, fast support.

Used Daily for 1-5 months
Reviewed on 2019/01/31
Review Source: Capterra

We are too big for no CRM, but not big enough to implement the HubSpot and Salesforce CRMs of the world. We tried those systems thinking we needed the features and analytics, but the spend and maintenance for those systems are too high. Freshsales, Freshchat, Freshmarketer, and Freshdesk make a seriously well priced and powerful system full of the features we need to produce the right results: a good relationship with customers.

Freshworks' customer support is spot on. It seems no matter when I need help, they are less than a few minutes away from a solution. Freshchat is king! We've even deployed the same support structure on our website (Freshchat) and lead conversion has gone way up. It's nice to see a company have a product good enough to use themselves. I also like being able to achieve the same results for my customers as Freshworks has produced for me without major customizations.

Pros

I was able to easily onboard to this system from HubSpot and Salesforce. The features in this system just work. You expect something to operate in a certain way, and it just does. Mail and calendar integration is super easy and really responsive (I used both Office 365 and Google Integrations). I love email templates and sales campaigns, they make working with leads and customers so easy and are not tucked away in a corner.

The UX is much better than other systems, which means my salespeople are more likely to use the CRM, which is a common problem among salespeople and CRM systems.

Cons

Freshsales is right-sized for us. It lacks some of the major enterprise features of bigger CRMs; but you also don't have too many features right in the way.

I'm not a huge fan of the field paging UI on leads, deals, accounts, and contacts. I get that it makes it so you can add as many fields as you want, but it's hard to navigate and organize my screen just the way I like it. I resorted to using the Edit screen though, even when I'm not necessarily editing and that works well enough. Definitely not a big deal compare to all the other awesome features.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Freshsales Pricing

Starting from
$12/month
Pricing options
Free Trial
Free
Subscription
Value for money

SPROUT: Free for Unlimited Users

BLOSSOM: $12/user/month billed annually, $19 month-to-month.

GARDEN: $25/user/month billed annually, $35 month-to-month.

ESTATE: $49/user/month - billed annually, $65 month-to-month.

FOREST: $79/user/month - billed annually, $99 month-to-month.

Freshsales Features

  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Automatic Reminders
  • CRM Integration
  • Calendar Management
  • Contact Database
  • Custom Fields
  • Customer Database
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Email Integration
  • Mobile Integration
  • Reporting & Statistics
  • Third Party Integration

  • Customizable Branding
  • Electronic Payments
  • Social Media Integration

Additional information for Freshsales

Key features of Freshsales

  • 360° customer view
  • Action-oriented follow ups
  • Activity timeline
  • Advanced lead scoring
  • Appointments, tasks and notes
  • Assign phone numbers
  • Auto lead assignment
  • Auto profile enrichment
  • Automatically log calls
  • Automation
  • Behavior-based segmentation
  • Bulk actions
  • Calendar sync
  • Call history
  • Caller display
  • Click to call
  • Custom views
  • Customize sales process
  • Customized reports
  • Deal funnel view
  • Deal status, at a glance
  • Deeper analytics
  • Email metrics
  • Email scheduling
  • Email tracking
  • Email-to-lead
  • Entire conversation history
  • Filter and sort deals
  • Forward call
  • Forward emails
  • In-depth customer insights
  • Insightful email metrics
  • Lead scoring
  • Lost deal analysis
  • Mobile integration
  • Open & click notifications
  • Personalize templates
  • Personalized welcome and voicemail messages
  • Pipeline dashboard
  • Preview reports
  • Record calls
  • Revenue analytics
  • Role-based access
  • Sales campaigns
  • Sales first inbox
  • Simple drag and drop navigation
  • Smart fields
  • Tasks & appointments
  • Team segmentation
  • Territory reports
  • Visual sales pipeline
  • Visual sales reports
  • Web-to-lead
  • Website and in-app tracking

Benefits

  • Built-in phone and email features enable users to make calls, send targeted emails, and keep in touch with prospects with a single click.

  • The 'email-to-lead' feature automatically links emails to the appropriate lead or contact’s record.

  • Users can auto-capture leads directly into Freshsales whenever a visitor completes a webform.

  • Freshsales' 'enrichment' feature automatically adds social information and photos to profiles.

  • The pipeline dashboard informs users on what needs to be done to move deals forward, identifies bottlenecks, and helps analyze lost deals.

  • 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:

    Starting from: $12/month

    Pricing model: Free, Subscription

    Free Trial: Available

    SPROUT: Free for Unlimited Users

    BLOSSOM: $12/user/month billed annually, $19 month-to-month.

    GARDEN: $25/user/month billed annually, $35 month-to-month.

    ESTATE: $49/user/month - billed annually, $65 month-to-month.

    FOREST: $79/user/month - billed annually, $99 month-to-month.

    Q. What are the main features of Freshsales?

    Freshsales offers the following features:

    • 360° customer view
    • Action-oriented follow ups
    • Activity timeline
    • Advanced lead scoring
    • Appointments, tasks and notes
    • Assign phone numbers
    • Auto lead assignment
    • Auto profile enrichment
    • Automatically log calls
    • Automation
    • Behavior-based segmentation
    • Bulk actions
    • Calendar sync
    • Call history
    • Caller display
    • Click to call
    • Custom views
    • Customize sales process
    • Customized reports
    • Deal funnel view
    • Deal status, at a glance
    • Deeper analytics
    • Email metrics
    • Email scheduling
    • Email tracking
    • Email-to-lead
    • Entire conversation history
    • Filter and sort deals
    • Forward call
    • Forward emails
    • In-depth customer insights
    • Insightful email metrics
    • Lead scoring
    • Lost deal analysis
    • Mobile integration
    • Open & click notifications
    • Personalize templates
    • Personalized welcome and voicemail messages
    • Pipeline dashboard
    • Preview reports
    • Record calls
    • Revenue analytics
    • Role-based access
    • Sales campaigns
    • Sales first inbox
    • Simple drag and drop navigation
    • Smart fields
    • Tasks & appointments
    • Team segmentation
    • Territory reports
    • Visual sales pipeline
    • Visual sales reports
    • Web-to-lead
    • Website and in-app tracking

    Q. Who are the typical users of Freshsales?

    Freshsales has the following typical customers:

    Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

    Q. What languages does Freshsales support?

    Freshsales supports the following languages:

    Chinese (Traditional), Dutch, English, French, German, Italian, Polish, Portuguese, Russian, Spanish

    Q. What type of pricing plans does Freshsales offer?

    Freshsales has the following pricing plans:

    Free, Subscription

    Q. Does Freshsales support mobile devices?

    Freshsales supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Freshsales integrate with?

    Freshsales integrates with the following applications:

    Freshchat, Freshdesk, Growlabs, LeadsBridge, Mailchimp, PieSync, Toky, Workato, Wrike, hubsell

    Q. What level of support does Freshsales offer?

    Freshsales offers the following support options:

    FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials