Freshsales CRM Review: Streamline Your Workflow in 2025?

| 11 月 20, 2024

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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 客户关系管理.

In this review, we’ll dive deep into Freshsales 客户关系管理 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!

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新鲜销售

Start your free Freshsales 客户关系管理 trial and see results in a few seconds! Explore the platform and revolutionize your customer relationship management (客户关系管理). Visit their site properly now.

什么是 Freshsales CRM?

新鲜销售 客户关系管理 is like a super-organized digital address book for businesses.

But it’s much more than just names and phone numbers!

客户关系管理 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.

Freshsales 主页

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.
  • 便于使用: 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.
Freshsales Top Benefits

最佳功能

Freshsales CRM is packed with features designed to make your sales process smoother and more efficient.

From contact management to 自动化, 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 收件箱!

Freshsales Emails

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.

Freshsales Workflow

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.

Freshsales Deals

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.

Freshsales Sales Sequence

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.

Freshsales 网络表格

定价

计划名称价格(每年结算)主要特点
生长$9/user/monthKanban View for Contacts, Accounts, and Deals, Built-in Chat, Email, & Phone, Email Templates.
专业版$39/user/monthContacts Scoring by Freddy AI, Custom Sales Activities, Advanced custom fields, Territory Management.
企业$59/user/monthField-level Permissions, Custom Modules, Forecasting Insights by Freddy AI, Sandbox, 审计 Logs.
Freshsales crm 定价

优点和缺点

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.

优点

  • 直观的界面
  • 卓越的客户支持
  • Mobile Accessibility
  • 集成
  • AI-Powered Features

缺点

  • Customization Limitations
  • Occasional Performance Issues
  • 基本的 报告 功能性
  • Limited Offline Access

Alternatives to Freshsales CRM

以下是几个 Freshsales CRM 替代品 并简要介绍每项内容:

  • 晋升: 专为代理商和企业设计的一体化营销和销售平台,提供包括漏斗构建器、电子邮件营销、短信自动化和客户管理在内的全面工具。
  • Pipedrive: 这是一款以销售为中心的 CRM,以直观的可视化销售管道著称,帮助团队高效地管理交易和跟踪进度。
  • : 专门为小型企业提供自动化服务,将客户关系管理功能与电子邮件营销和销售管道管理相结合。
  • ActiveCampaign: 客户体验自动化平台集成了营销、销售和电子商务功能,可实现个性化沟通和自动化工作流程。
  • 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: 主要是销售漏斗和着陆页 建造者该职位需要具备一定的线索收集能力和基本的电子邮件营销能力,重点关注转化驱动型在线营销活动。
  • 民间 简单、集成、主动的 CRM,具有销售管道、电子邮件营销活动、联系人管理和工作流程自动化等功能。
  • 立即: 该公司专注于寻找和 冷电子邮件推广, offering customer relationship management, lead tracking, and sales process automation.
  • 点击: 多功能工作管理平台,可定制为 CRM,提供联系人管理、销售管道视图、电子邮件集成和可定制仪表板等功能。
  • 周一 CRM: 这是一个高度可定制的平台,结构类似电子表格,可进行全周期销售线索管理、销售预测、电子邮件同步和活动跟踪。
  • 胶囊 客户关系管理: 这是一款以增长为导向的 CRM,设计简单,可帮助企业管理联系人、跟踪销售交易,并利用多管道和任务管理等功能维护客户关系。
  • 真知灼见: 适用于中小型企业的客户关系管理软件,提供联系人和项目管理、工作流程自动化、强大的报告功能以及友好的用户界面。
  • Salesforce: 一个强大的、行业领先的 CRM 平台,为销售、营销和服务提供广泛的功能,以其高度的可定制性和可扩展性而闻名,适用于大型企业。
  • Zendesk: 主要是一个客户服务和支持平台,同时提供强大的客户关系管理功能,提供端到端的客户互动管理和分析。

Freshsales CRM Compared

Here’s a brief comparison of Freshsales CRM with these software solutions:

  • Freshsales CRM vs Gohighlevel: Freshsales CRM 专注于人工智能驱动的销售自动化和管道管理,而 GoHighLevel 则是一个更广泛的平台,提供广泛的营销、销售和代理自动化功能。
  • Freshsales CRM vs Pipedrive: Freshsales CRM 提供集成通信和人工智能的全面销售解决方案,而 Pipedrive 则擅长可视化销售管道组织和交易跟踪。
  • Freshsales CRM 与 Keap: Freshsales CRM 强调直观的销售管理和人工智能驱动的洞察力;Keap 提供功能强大的销售和营销自动化,侧重于联系人管理。
  • Freshsales CRM vs ActiveCampaign: Freshsales CRM 是一款专用的销售 CRM,内置电话和电子邮件功能;ActiveCampaign 在营销自动化、电子邮件营销活动和高级细分方面表现出色。
  • Freshsales CRM vs Hubspot: Freshsales CRM 提供人工智能驱动的销售工具和更快的设置;HubSpot 提供广泛的一体化套件,涵盖营销、销售和客户服务。
  • Freshsales CRM vs Clickfunnels: Freshsales CRM 是以销售为重点的 CRM,用于管理客户互动,而 ClickFunnels 则是构建销售漏斗和着陆页面的专用工具。
  • Freshsales CRM 与 Folk: Freshsales CRM 提供了一个具有人工智能和自动化功能的综合销售平台;Folk 专注于简单、协作的联系人管理和可视化管道组织。
  • Freshsales CRM 与 Instantly: Freshsales CRM 是一款功能全面的销售 CRM,具有强大的功能;Instantly 主要是一款电子邮件推广和销售 CRM。 冷电子邮件自动化 工具
  • Freshsales CRM vs ClickUp: Freshsales CRM 专为简化销售流程和管理管道而设计;ClickUp 是一款多功能工作操作系统,包含项目管理、任务和 CRM 功能。
  • Freshsales CRM vs Monday CRM: Freshsales CRM 提供具有智能洞察力的专用销售解决方案,而 Monday CRM 则提供高度可定制的板块,用于管理包括 CRM 在内的工作流程。
  • Freshsales CRM vs Capsule CRM: Freshsales CRM 是一款功能更强大的销售 CRM,具有人工智能功能;Capsule CRM 则侧重于直接的联系人管理和销售机会跟踪。
  • Freshsales CRM vs Insightly: Freshsales CRM 是一款专门的销售工具,具有人工智能和全面的销售自动化功能;Insightly 提供更广泛的 CRM 体验,包括强大的项目管理功能。
  • Freshsales CRM 与 Salesforce: Freshsales CRM 提供直观的人工智能销售平台,价格极具竞争力;Salesforce 是高度可定制的企业级 CRM,拥有广泛的生态系统和高级功能。
  • Freshsales CRM vs Zendesk: Freshsales CRM 专注于销售自动化和管道管理,而 Zendesk 主要是一个客户服务平台,具有强大的票单和支持功能。

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:

Freshsales Personal Experience
  • Organized chaos: We were able to consolidate all our customer 数据 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.
  • 报告和分析: Track key metrics and gain insights into your sales performance.
  • 移动应用程序: Access your CRM data and manage your sales activities on the go.

最后的想法

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!

常见问题

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.

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