Freshsales Review Summary 2023

About Freshsales

Category: CRM

Freshsales CRM combines an easy-to-use interface, great features, and a reasonable price point. Freshsales CRM is highly capable and suitable for any-size business – it’s a complete solution that can help you attract, engage, close, and nurture leads.

Company: Freshworks

Freshworks, founded in 2010, offers affordable, quick-to-implement, end-user-friendly software-as-a-service. With Freshworks, you get a platform that works for everyone, from IT to customer service, sales to marketing. More than 50,000 companies use Freshworks’ SaaS to enable a better customer experience and employee experience. The company features a suite of products focused on business communications. Some popular offers by the organization include Freshdesk, Freshchat, and Freshteam.

In-Depth Analysis

Overall

Price 3.5

Ease Of Use 5.0

Features 4.5

Support 5.0

Pros

Offers a rich feature set
Platform is easy to use
Automation tools help you avoid repetitive tasks
Offers a visual sales pipeline

Cons

Supports fewer integrations than other CRM apps in its class
Some businesses will need to upgrade to store more contacts
You’re billed per user; so the investment can add up fast for a large team

Freshsales Comparisons

Plans & Pricing

There are three packages offered for Freshsales CRM. These are the Growth, Pro, and Enterprise plans. Freshsales bills monthly and annually for its product and offers a 21-day free trial.

Overall, the pricing structure of Freshsales CRM is competitive, considering the sheer number of features included. Many CRM applications on the market charge more for those features.

Free

/mo/user

Billed Annually

Get Started

Contact & Account Management
Contact Lifecycle Stages
Built-in Chat, Email, & Phone
24x5 Support
Mobile App

Growth

$15

/mo/user

Billed Annually

Get Started

Everything in Free, plus
Visual Sales Pipeline
AI-powered Contact Scoring
Sales Sequences
Up to 2,000 Bot Sessions/Mo
WhatsApp Business

Pro

$39

/mo/user

Billed Annually

Get Started

Everything in Growth, plus
Multiple Sales Pipelines
Time-based Workflows
AI-powered Deal Insights & Next Best Action
Up to 3,000 Bot Sessions/Mo
Sales Teams & Territory Management

Enterprise

$69

/mo/user

Billed Annually

Get Started

Everything in Pro, plus
Custom Modules
AI-based Forecasting Insights
Audit Logs
Up to 5,000 Bot Sessions/Month
Dedicated Account Manager

Growth

The Growth plan is $15/user/mo and includes a 1,000 contacts limit, which is upgradable. This plan also consists of 20 workflows and five sales sequences for nurturing contacts.

Pro

The Pro package is $39/user/mo and includes all growth plan features plus extras. You’ll receive 3,000 contacts, 50 workflow automation, and ten sales sequences.

Enterprise

This package is $69/user/mo and includes everything in the previous plans plus extras. You get 5,000 contacts, 25 sales sequences, and 100 workflow automation.

Featured prices can be updated and free offers may include additional terms.

Ease of Use

Freshsales CRM is user-friendly – the interface is clean and intuitive, making it easy to find what you need. Most things can be accessed via the super-uncluttered left navigation menu. The platform doesn’t have a steep learning curve. It wouldn’t take much time for someone to get set up and start engaging prospects or customers. However, there’s a quick start guide for helping users set up the CRM, and several hints appear as you browse the platform.

Customer Support

When it comes to customer support, Freshsales works offers several methods for reaching the team. And according to many customers, the company is very responsive to support requests.

Additional customer support:
Community Forum
The company’s support portal also serves as an online community for customers. You can start topic discussions and create support tickets from one place.

Blog
You’ll find many useful articles on the company’s official blog.

24/7 Help & Support

Sales team and customer support are available 24/5

Phone Support

Available 24/5, main lines available Mon-Fri 9 am - 5 pm

Live Online Chat

Live chat is available 24/7 to all users

You can reach the company by email

Video Tutorials

Explainer videos in support center and YouTube tutorials

FAQ

Freshsales maintains a comprehensive FAQ section

Features & Functionality

General Features

Freshsales CRM is a unified platform with many sales, marketing, and customer service features. Some interesting features include workflows, sales sequences, SMS, and deduplication, among others.

Workflows enable the automation of simple and complex processes or tasks, so you’re more efficient, including productive. The sales sequences feature helps you manage outreach campaigns with automation. You can engage prospects and existing customers using various touchpoints – email, phone, or text messages.

SMS integration is available for virtually any provider. Use that feature to reach contacts with personalized messages, which can be managed within Freshsales CRM. Plus, it’s 2-way sync, meaning all updates are reflected on the platform and your SMS provider.

The deduplication feature is powered by Freddy, Freshsales official AI (artificial intelligence). It automatically scans, detects, and displays duplicate contacts in the CRM by matching key identifiers (e.g., email, name, and phone number).

You’ll find many more advanced features when using Freshsales CRM. And best of all, it’s cloud-based, so no company-wide software installation is necessary. The platform is simple to use and does everything you’d expect from a CRM in its class, such as capturing leads via web forms or activity tracking. It can be accessed using any web browser and the official Android or iOS mobile app.

Freshsales deals

Features

Workflow Capability
Document Management
Social Network Integration
Integration API's

Customization
Data Import & Export
Test Environments
Project Management

Marketing Automation

Contacts and Users

Many marketers and salespeople will tell you that managing leads or contacts is time-consuming. Thankfully, Freshsales CRM has features that simplify the activity, such as automatic deduplication and task reminders.

You can view your list of prospects by selecting ‘Contacts’ located under ‘Contacts and Accounts’ from the dashboard. There’s also a filtering option (looks like a hamburger icon) on the left (near the top), next to ‘Contacts.’ You can use that to filter your list. Also, you can import contacts to your list by CSV or Excel.

If you want to add additional users to your account, visit the ‘Admin Settings’ located on the left navigation menu. But keep in mind that billing is per user per month.

Furthermore, getting started with and navigating sales pipelines (called ‘Journeys’ in Freshsales CRM) is easy. The system features drag-and-drop functionality, so adding, removing, or tweaking steps doesn’t take time.

Features

Lead Management
Email Marketing

Campaign Management

Sales Automation

Features

Opportunity & Pipeline Management
Desktop Integration
Contact Management
Product & Price Management

Customer Contract Management
Call Management
Channel Management

Analytics & Reports

Reporting and Integrations

Freshsales CRM reporting and analytics are fantastic. There are many built-in or curated reports available, but you can create or customize one – something that focuses on what your business needs to know most. You can build reports to track almost anything.

When it comes to integrations, Freshsales CRM has an API (application programming interface) for integrating custom or third-party apps. Popular platforms like MailChimp, HubSpot, Zappier, Facebook, QuickBooks, and others can work with Freshsales CRM, expanding its capabilities.

Features

Reporting
Forecasting

Marketing Analytics

Verdict

If you want an affordable, lightweight CRM with many advanced features, Freshsales may be the right choice. The platform has a decent number of third-party app integrations, and the REST (representational state transfer) API support is great. You can connect Freshsales CRM with many popular apps.

The developers of Freshsales CRM have done a fine job making the software easy to use. Even for absolute CRM beginners, there’s no steep learning curve. Navigation is straightforward, and if you ever get stuck, there’s plenty of helpful resources to use. The pricing tiers are sensible, and having an AI assistant is a nice bonus. All in all, Freshsales CRM is worth checking out.

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