Do you want to avoid juggling various tools and spreadsheets to keep your sales process afloat?
Imagine a world where your sales team can effortlessly manage contacts, track deals, and automate tasks, all within a single platform.
That’s the promise of Freshsales CRM.
In this review, we’ll dive deep into Freshsales CRM Review and its features, pricing, and benefits to see if it truly lives up to the hype.
Is Freshsales the key to unlocking a smoother, more efficient workflow for your business?
Let’s find out!
What is Freshsales CRM?
Freshsales CRM is like a super-organized digital address book for businesses.
But it’s much more than just names and phone numbers!
This CRM software helps sales teams keep track of all their customer data in one place.
Imagine a notebook where you can jot down everything about your customers – who they are, what they like, and even when you last spoke to them.
Freshsales does all that and more! It helps you manage deals, send emails, and even make calls, all while keeping your information safe with a special “ray ID.
Basically, Freshsales helps businesses build strong relationships with their customers and sell more effectively.
Who Created Freshsales CRM?
Freshsales CRM was created by Girish Mathrubootham, founder of Freshworks.
He started the company in 2010 with a vision to make customer engagement software that was both powerful and easy to use.
Freshworks focuses on providing solutions for businesses of all sizes.
Freshsales is specifically designed to help small and medium-sized businesses manage their sales activities.
You can easily test it out with their free trial and create a new account in minutes.
Top Benefits of Freshsales CRM
- Boost your sales: Freshsales helps you organize your sales process and track deals so everything runs smoothly. This means you can close more deals and make more money.
- Happy customers: With Freshsales, you can give your customers the attention they deserve. Please keep track of their preferences and past interactions to provide personalized service. Happy customers are more likely to stick in around!
- Work smarter, not harder: Freshsales automates repetitive tasks like sending emails and updating contact information. This frees up your time to focus on building relationships with customers.
- Excellent value: Freshsales offers a range of plans to fit different budgets, making it an exceptional value for businesses of all sizes. You can even try it out for free without requiring a credit card.
- One big happy family: Freshsales plays well with other Freshworks products. This means you can connect your sales, marketing, and customer support tools for a seamless workflow.
- Easy to use: Freshsales is designed with users in mind. Its intuitive interface makes it so easy to navigate and find the information you need. You’ll be up and running in no time!
- Always improving: The Freshsales team is constantly adding new features & improvements based on feedback from customers like you. Check their site for the latest updates.
Best Features
Freshsales CRM is packed with features designed to make your sales process smoother and more efficient.
From contact management to automation, it offers a comprehensive suite of tools to help you close more deals and build stronger customer relationships.
Let’s take a closer look at some of its standout features:
1. Emails
Freshsales allows you to connect your email account and manage all your communication within the platform.
You can send personalized emails, track opens and clicks, and schedule follow-ups, all in one place.
No more switching between your CRM and your inbox!
2. Workflow Automation
Say goodbye to repetitive tasks! Freshsales lets you automate your workflow with ease.
You can set up triggers & actions to automate tasks like assigning leads, sending follow-up emails, and updating deal stages.
This frees up your time to focus on what matters most – closing deals.
3. Deals
Freshsales provides a clear and organized view of all your deals.
You can track progress, add notes, and collaborate with your team, all within the deal record.
This ensures everyone is on the same page and everything runs smoothly.
4. Sales Sequences
Nurture your leads with personalized email sequences.
Freshsales allows you to create automated email sequences that deliver the right message at the right time.
This helps you stay top-of-mind with your prospects and move them through the sales funnel.
5. Web Forms
Capture leads directly from the website with customizable web forms.
Freshsales makes it easy to create and embed forms on your site.
This allows you to collect valuable information from potential customers and add them directly to your CRM.
Pricing
| Plan Name | Price (Billed Annually) | Key Features |
|---|---|---|
| Growth | $9/user/month | Kanban View for Contacts, Accounts, and Deals, Built-in Chat, Email, & Phone, Email Templates. |
| Pro | $39/user/month | Contacts Scoring by Freddy AI, Custom Sales Activities, Advanced custom fields, Territory Management. |
| Enterprise | $59/user/month | Field-level Permissions, Custom Modules, Forecasting Insights by Freddy AI, Sandbox, Audit Logs. |
Pros and Cons
Understanding the strengths & weaknesses of a CRM is crucial before investing in it.
Here’s a comprehensive look at what makes Freshsales shine and where it might fall short.
Pros
Cons
Alternatives to Freshsales CRM
Here are several Freshsales CRM alternatives with a brief overview of each:
- GoHighLevel: An all-in-one marketing and sales platform designed for agencies and businesses, offering comprehensive tools including funnel builders, email marketing, SMS automation, and client management.
- Pipedrive: A sales-focused CRM known for its intuitive visual sales pipelines, helping teams manage deals and track progress efficiently.
- Keap: Specializes in automation for small businesses, combining CRM functionalities with email marketing and sales pipeline management.
- ActiveCampaign: A customer experience automation platform that integrates marketing, sales, and e-commerce functionalities, allowing for personalized communication and automated workflows.
- HubSpot: A widely recognized platform offering a suite of “hubs” for sales, marketing, customer service, content management, and operations, ideal for businesses seeking integrated solutions.
- ClickFunnels: Primarily a sales funnel and landing page builder, with some lead collection and basic email marketing capabilities, focusing on conversion-driven online campaigns.
- Folk: A simple, integrated, and proactive CRM with features like sales pipelines, email campaigns, contact management, and workflow automation.
- Instantly: This company focuses on lead finding and cold email outreach, offering customer relationship management, lead tracking, and sales process automation.
- ClickUp: A versatile work management platform that can be customized to function as a CRM, offering features like contact management, sales pipeline views, email integration, and customizable dashboards.
- Monday CRM: A highly customizable platform structured like a spreadsheet, allowing for full-cycle lead management, sales forecasting, email synchronization, and activity tracking.
- Capsule CRM: A growth-oriented CRM designed for simplicity, helping businesses manage contacts, track sales deals, and maintain client relationships with features like multiple pipelines and task management.
- Insightly: A CRM suitable for small to mid-sized businesses, offering contact and project management, workflow automation, and robust reporting, along with a user-friendly interface.
- Salesforce: A robust, industry-leading CRM platform offering extensive features for sales, marketing, and service, known for its high customizability and scalability for larger enterprises.
- Zendesk: Primarily a customer service and support platform that also offers robust CRM capabilities, providing end-to-end customer interaction management and analytics.
Freshsales CRM Compared
Here’s a brief comparison of Freshsales CRM with these software solutions:
- Freshsales CRM vs Gohighlevel: Freshsales CRM focuses on AI-driven sales automation and pipeline management, while GoHighLevel is a broader platform offering extensive marketing, sales, and agency automation features.
- Freshsales CRM vs Pipedrive: Freshsales CRM provides a comprehensive sales solution with integrated communication and AI, whereas Pipedrive excels in visual sales pipeline organization and deal tracking.
- Freshsales CRM vs Keap: Freshsales CRM emphasizes intuitive sales management and AI-powered insights; Keap offers powerful sales and marketing automation with a focus on contact management.
- Freshsales CRM vs ActiveCampaign: Freshsales CRM is a dedicated sales CRM with built-in phone and email; ActiveCampaign is strong in marketing automation, email campaigns, and advanced segmentation.
- Freshsales CRM vs Hubspot: Freshsales CRM offers AI-powered sales tools and a quicker setup; HubSpot provides an extensive all-in-one suite covering marketing, sales, and customer service.
- Freshsales CRM vs Clickfunnels: Freshsales CRM is a sales-focused CRM for managing customer interactions, whereas ClickFunnels is a specialized tool for building sales funnels and landing pages.
- Freshsales CRM vs Folk: Freshsales CRM offers a comprehensive sales platform with AI and automation; Folk focuses on simple, collaborative contact management and visual pipeline organization.
- Freshsales CRM vs Instantly: Freshsales CRM is a full-fledged sales CRM with robust features; Instantly is primarily an email outreach and cold email automation tool.
- Freshsales CRM vs ClickUp: Freshsales CRM is designed for streamlining sales processes and managing pipelines; ClickUp is a versatile work OS that encompasses project management, tasks, and CRM functionalities.
- Freshsales CRM vs Monday CRM: Freshsales CRM provides a dedicated sales solution with intelligent insights, while Monday CRM offers highly customizable boards for managing workflows, including CRM.
- Freshsales CRM vs Capsule CRM: Freshsales CRM offers a more robust sales CRM with AI features; Capsule CRM focuses on straightforward contact management and sales opportunity tracking.
- Freshsales CRM vs Insightly: Freshsales CRM is a dedicated sales tool with AI and comprehensive sales automation; Insightly provides a broader CRM experience, including strong project management capabilities.
- Freshsales CRM vs Salesforce: Freshsales CRM offers an intuitive, AI-powered sales platform with competitive pricing; Salesforce is a highly customizable, enterprise-grade CRM with an extensive ecosystem and advanced features.
- Freshsales CRM vs Zendesk: Freshsales CRM focuses on sales automation and pipeline management, while Zendesk is primarily a customer service platform with robust ticketing and support features.
Personal Experience with Freshsales CRM
My team recently adopted Freshsales CRM to streamline our sales process and improve customer engagement.
We were looking for a solution that would help us organize our contacts, track deals effectively, and automate some of our routine tasks.
Freshsales delivered on all fronts!
Here’s how Freshsales helped us achieve our goals:
- Organized chaos: We were able to consolidate all our customer data into Freshsales, eliminating the need for multiple spreadsheets and documents. This centralized system made it much easier to find the information we needed when we needed it.
- Boosted productivity: Workflow automation features allowed us to automate tasks like lead assignments and follow-up emails. This freed up our team to focused on more strategic activities, like building relationships and closing deals.
- Improved communication: Freshsales facilitated better communication within our team. We could easily collaborate on deals, share notes, and track progress, ensuring everyone was on the same page.
- Enhanced customer experience: By having a complete view of our customers’ interactions and preferences, we were able to personalize our communication and provide better support. This led to increased customer satisfaction & loyalty.
- Closed more deals: With a clear view of our sales pipeline and automated follow-ups, we were able to track deals more effectively and identify opportunities for improvement. This resulted in a noticeable increase in our closed deals.
- Contact management: Easily organize and segment contacts for targeted outreach.
- Deal tracking: Visualize and manage your sales pipeline with ease.
- Workflow automation: Automate repetitive tasks & save time.
- Email integration: Connect your email and manage communication within the platform.
- Reporting and analytics: Track key metrics and gain insights into your sales performance.
- Mobile app: Access your CRM data and manage your sales activities on the go.
Final Thoughts
Freshsales CRM is a great tool to help you sell smarter, not harder.
It’s easy to use, has tons of helpful features, and won’t break the bank.
We used it to get organized, talk to customers better, and close more deals.
While it might not be perfect for everyone, Freshsales is a solid choice for businesses who want a user-friendly and affordable CRM to boost their sales.
Ready to give it a try? Sign up for a free trial and see the difference Freshsales can make for your business!
Be sure to improve your sales process and delight your customers.
Start your Freshsales journey today!
Frequently Asked Questions
What is Freddy AI, and how does it work in Freshsales?
Freddy AI is Freshsales’ built-in artificial intelligence. It helps automate tasks, like suggesting the best time to contact a lead and provides insights to improve your sales process.
Can I use Freshsales CRM on my phone?
Yes! Freshsales has mobile apps for both Android and iOS devices. This means you can access your customer data and manage your sales activities from anywhere.
Does Freshsales CRM integrate with my other business tools?
Freshsales integrates with a variety of popular business applications, including Gmail, Outlook, and Mailchimp. This allows for seamless workflows and data synchronization across different platforms.
What if I need help using Freshsales CRM?
Freshsales offers excellent customer support through various channels like email, phone, and chat. You can also find helpful resources & tutorials on their website.
Is Freshsales CRM secure?
Yes, Freshsales takes security seriously. They use industry-standard security measures to protect your data, including encryption and “verification successful waiting” protocols. You can access it securely through your browser.
