Freshsales CRM Review For 2025
Freshsales CRM Plans & Pricing
Freshsales Comparison
Expert Review
Pros
Cons
Freshsales CRM's Offerings
Freshsales offers access the full CRM tool with a free trial that lasts for 21 days. Afterward, you’ll have to subscribe to a premium plan to consistently use the more advanced features.
The premium plans include AI-powered contact scoring, and AI-powered deal and forecasting insights. Leveraging these features will help you produce faster results without performing monotonous tasks that take time. However, Freshsales bills clients individually. This means you’ll incur extra costs if you want more than one person using the app. Also, you can choose whether your payment should be billed annually or monthly, depending on what suits you best.
Generally, Freshsales is an affordable tool that helps users streamline their sales process to create greater customer pleasure.
Customer Support
Freshsales offers customers numerous support options that provide swift responses to questions and the accurate resources required to implement. This company guides users from their fast step until the end when they become more familiar with using the software. There’s a live chat feature, phone support, email support, and a knowledge base center that includes how-to guides to help you use different products on the platform to your benefit. There are different content types, including videos, guides, blogs, and solutions that will help you accelerate faster.
Live Chat
I accessed the live chat feature easily once I set up my account. Within 5 minutes, I got a direct response from a team member who offered the necessary resources and tools required for me to solve my problems. The team member was keen on understanding the peculiarity of my challenge before proferring actionable solutions that’ll guide me through the process. The entire conversation lasted for about 15 minutes.
Email Support
After opening a ticket lodging my complaint using the software, I got a response in less than one hour asking me to deliver a screen recording showing the challenges I encountered so the team member could understand better since the question was vague. I also got a direct calendly link from two different team members encouraging me to get on a call to access better solutions to my problem. Although requesting a screen recording seemed stressful, it was quite thoughtful for the team members to offer other options to help solve my problems.
Phone Support
Speaking with the call handler in Freshsales provided greater clarity that helped me navigate the platform better and gain better results. The handler was friendly, concerned, and ready to help me solve all my problems.
Blog
Freshsales features a helpful blog that covers building a solid sales strategy, automation, lead generation, marketing, e-commerce challenges, and other similar subjects that can help you increase your business output.
Features & Functionality
General Features
Customizable Dashboards
Freshsales has a sales dashboard that’s editable. It shows the contacts you’ve created over time, the contacts by the owner, and an open pipeline that shows deal stages, including the value, expected close date, sales owner, and other essential details that help you track your business activities. You can change the metrics you want to be visible; then, you can decide to change the grouping of either owner email, territory, and other metrics.
On the other hand, the activities dashboard allows you to add tasks and meetings you can easily track seamlessly. This feature works with the calendar that helps you keep close tabs on all your activities. You can link it with your video conferencing apps such as Zoom, Google Calendar, and Office 365.
Reporting and Analytics
Freshsales covers chat analytics that shows the team’s performance to increase productivity. This feature also shows analytics from Freddy AI, which helps you save time, energy, and money. You get hourly reports, automated reports, and historical reports.
Collaborative Data
Streamline communication with integrated email tools.
Sales
Deal Tracking
The deal management feature of Freshsales shows stage details, including forecasted revenue, total revenue, and the No. of deals, you’re managing. This section covers lost deals, won deals, and hot deals. It shows the quota and forecasting metrics that you should track. The deal stages include new deals, follow-up deals, under review, demos, and negotiation.
Sales Conversations
Freshsales CRM helps you track conversations across different communication channels, including phone, email, SMS, and voicemail drop. You can manage your work email by connecting your Gmail, Microsoft Outlook, Zoho, and create templates to send bulk emails. You also have to buy a business phone number or add your call log to make it accessible. This tool also helps you send recorded voicemail messages to your contacts when the call goes to voicemail.
Contact Management
The contact management feature on Freshsales offers two different options for displaying customer details, a table and Kanban. It offers greater flexibility and functionality depending on the feature that suits you best in interpreting customer data and automating monotonous tasks. You can view lead scores, the number of open deals, and every customer’s contact information.
This feature also enables you to take bulk actions like SMS and emails to be distributed to the selected people on the board. The contact management system on Freshsales allows you to create sales sequences that show different steps to nurture leads using the CRM tool.
Automation
Automate workflows to improve operational efficiency.
Performance:
Freshsales provides impressive performance since it allows users to easily upload and share customer data without any glitches. After analyzing the different features on Freshsales, I came up with these conclusions.
Speed
Freshsales allows you to set up and import customer data without any hassle. Within less than a minute, you can conclude the setup process on Freshsales without including unnecessary data that fails to impact your business. However, you require high internet speed after setting up to access its features fully.
Although most tools require a long process to pull up reports and analytics, that’s not the case with Freshsales. Once you upload the necessary data, you can access the reports in a matter of seconds.
Automation
Instead of performing repetitive tasks, Freshsales helps you automate your sales process, reports, and forecasts. Although Freshsales offers an impressively easy automation setup, it jas lapses in certain needed CRM automation, including:
- Email marketing automation
- Automated quote management
Ease Of Use:
Freshsales helps you achieve better results without going through complex processes. This CRM software provides powerful features to help you organize your sales activities better without breaking a sweat.
Setup
Freshsales is one of the fastest CRM tools to set up because it allows you to complete the entire process in only a few clicks. You can sign up directly using your Google account without including your details manually. Afterward, you include your company name, phone number and choose your industry. You’ll have to choose from business services, SaaS, financial services, manufacturing, e-commerce, and others. However, accessing the tool took almost 10 minutes because it kept loading.
Managing contacts and accounts
Freshsales allows you to effectively manage contacts and accounts with ease. You can customize the table of your contact management system to include up to 50 fields including name, display picture, open deals amount, emails, work and many more. All you have to do is click on the different fields to include your most preferred options to the table.
Managing accounts on Freshsales helps you track a business or organization’s deals and interactions using a single platform. You can also customize the fields to determine the information you want to be visible to all. There are also custom fields on Freshsales including a text field, multiselect feature and others that you can easily manage.
Audience building and segmenting
Using Freshsales to build your audience is a clear process. There is a manual process you can use to include customer data; this is only ideal when the details are small. However, if you’re dealing with bulk data, importing details from an external file is best. Freshsales supports CSV/excel files, Google contacts, and outlook contacts. Fortunately, the process is seamless. You must connect your Google or Outlook account to this CRM to make the process easy.
Freshsales also allows you to import details from other CRM software such as Hubspot, Pipedrive, Salesforce, Zoho, and Insightly. This way, you can leverage existing data and avoid building from scratch.
Automation
Automating tasks and creating workflows using Freshsales is no rocket science. This platform already has 30 prebuilt templates you can use to create workflows. These templates cover deals, leads, tasks, and LinkedIn interactions. This CRM tool also allows users to edit every one of these workflows, so it is suitable. The entire workflow is editable, including the description, triggers, conditions, and the final action. This feature helps you create a process you can easily remember. Also, if none of the templates works effectively, you can create your own workflow from scratch.
Uniqueness:
Freshsales CRM software provides salespeople with a comprehensive solution that fosters effective management of customers across different stages in their buyer’s journey. A separate section helps you track all sales conversations to close deals faster and reach your customers without hitches.
Verdict:
Having a 360-degree view of your customer interactions helps you close deals faster and provides precise data to boost revenue. Freshsales allows businesses to narrow their sales process and automate tasks to create more time for other important business activities. This software has a free version to leverage to access basic tools that’ll help you track customer data. However, to fully maximize the benefits of this tool, you might have to upgrade to premium, especially after getting a feel of its potential during the 21-day free trial.
Setting up a Freshsales account is seamless. However, some essential features are difficult to find, like the automation feature, the AI-powered insights, and the Kanban software. If you’re unfamiliar with CRM tools, you can miss this aspect. Generally, Freshsales provides an impressive user experience and makes using CRM tools fun, especially with the interesting copy that greets you as you open every page.
User Review
Write a Review- The email feature is amazing. I'm also able to prioritize deals that are soon to close. This segmentation/automation option saves me lots of time sorting and tracking.
- I wish the Sales Activities report feature was offered with all plans, can be costly
- Very helpful customer support team. Smooth UX as well, which is good for my staff since they are more inclined to use it now
- Lacks some features that larger companies may need
- Syncs with Outlook, give you reminders, and overall is an easy to use task manager
- Nothing bad to report, I'm very pleased and would recommend!
- Synchronizes with Freshdesk which makes post-sales communication and customer success straightforward and hassle-free.
- Complicated to gain a grasp on everything this crm is capable of.
- Love the VOIP feature. Competitive fair pricing. Easy to use the software.
