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: Banking
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Best high end software for sales manager and their team working in startups
Reviewed on 2022-03-28
There are many alternative sales tools out there but freshsales helped me in my initial days of...
There are many alternative sales tools out there but freshsales helped me in my initial days of lead generation, hence I will recommend this tool to those who have just started into marketing & sales department.
Pros
I was using this software for 1 and half year, I started with just live real-time chat service and now I have started using its premium features to manage my leads and sending them sales pitch and updates with easy campaign manager.
I loved the user interface which takes no brains to understand the features that you need to solve your purpose. I have used their reporting tools that helps me make decisions based on results I have got from campaigns.
Cons
I would love this tool if they provide integration with social networks too like Instagram and Facebook messages along with LinkedIn. Currently they have limited integration modules.
Also importing files takes much time then managing and sending them sometimes it got stuck and I need to reiterate everything again.
Reasons for Choosing Freshsales
tawk.to is much easier tool but its not beneficial for lead generation, its mostly useful for customer support or after sales service. Freshasales is all round tool that made me choose this software.Switched From
tawk.to
- Industry: Research
- Company size: 51–200 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Best Features of Freshsales CRM
Reviewed on 2022-10-10
Global Compliance requirement as such that of GDPR & Other relevant regulation with regards to DATA...
Global Compliance requirement as such that of GDPR & Other relevant regulation with regards to DATA Management & security.
Pros
Phone system & O365 Email Integration & reporting features.
Cons
Unable to configure Phone system in other VOIP Devices like IP Phone & Polycom Conference Devices. Linking of Deals with Emails
Reasons for Choosing Freshsales
Integration & cost optimizingReasons for Switching to Freshsales
Out of box setup, unlimited tech chat/email support, phone system & email click setup.- Industry: Consumer Goods
- Company size: 201–500 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 5.0 /10
Mixed feelings
Reviewed on 2023-08-08
I am actually struggling with use of the system, it lacks basic customization features such as...
I am actually struggling with use of the system, it lacks basic customization features such as fields for activities.
Pros
I like the fact, that if offers you some basic features of customization
Cons
I hate that when you have custom sales activity you can only have one field set for all of these. Also the scope of access is not so much customizable, of course it offers some basic things but nothing more that that. Also come on, why can't I report those custom sales activities?
- Industry: Market Research Software
- Company size: 2–10 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 8.0 /10
Great CRM Platform for Startups and Growing Businesses
Reviewed on 2022-11-12
Aside from the onboarding process, we enjoy using Freshsales and believe it's worth it to manage...
Aside from the onboarding process, we enjoy using Freshsales and believe it's worth it to manage your contacts and leads. Freshsales is a great platform to use with any sales pipeline.
Pros
When I started using Freshsales with my team, we get amazed with the simplicity of the CRM and the flexibility of features and options with each contact. Also, we enjoyed the integration with Freshdesk support and assistance platform.
Cons
The onboarding was a little bit long, it took around 3 days, even though we started with a few contacts by then. I hope they improve the onboarding time or change the methodology to enroll using Freshsales.
Alternatives Considered
Zoho CRMReasons for Choosing Freshsales
Bitrix24 interface was overwhelming for our team.Switched From
Bitrix24- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 8.0 /10
Great CRM for Start Ups
Reviewed on 2024-02-24
Pros
It was very easy to implement. We setup email sequences quickly and starting automating sales tasks in just a few minutes.
Cons
The only issue I have had is I like to export our contacts and conduct my own reporting in Excel. It’s difficult to export contacts and you are limited to the amount of times you can export a day and you don’t have the ability to filter who is exported.
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 Software, Phone Support, 24/7 (Live rep)
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