Freshsales

Freshsales

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9.1/10 (Expert Score)
Product is rated as #3 in category Business Software
Freshsales is an AI based CRM software by Freshworks that is mainly useful for acquiring prospective customers.
Design
9
Easy to use
8.5
Price
9.5
Features
9.5
Feedback
9
PROS:
  • Well designed easy to use simple tool with lots of features.
  • As it is AI driven application there are many automated features.
  • User engagement tracking.
  • Higly flexible with the whole sales process.
  • Free Trial.
  • Well Integrated with other applications.
CONS:
  • For beginners there is a need of learning.
  • The email usage limit is a bit less. Though it might be sufficient but this will pose a challenge if we go for big campaigns.
  • More options needed in exporting information.
  • Doesn’t have features like proposal templates
  • Colloboration required for more tools.

About Freshsales


Freshsales is an AI based CRM software by Freshworks that is mainly useful for acquiring prospective customers. It has features like email capturing, lead scoring and total customer management solutions. Freshsales has all the required features that is required for getting sales and managing them rather than having multiple software to do different  functions. Freshsales has been the one of the best software that has been used by many small, medium and large businesses extensively for managing their customers. Fresh sales GDPR compliant and has many features and enhancement.

With Freshsales, the total sales is automated right from lead generation to closing of the deal with the customer. It is  a highly intuitive UI and a powerful feature rich application that  includes built-in phone and email, AI-based lead scoring, visual deal pipeline, intelligent workflow automations, and customisable visual reports and dashboards, Freshsales gives businesses everything they need to manage and scale their sales without having to juggle multiple tools. Freshsales is GDPR compliant and has several GDPR specific features and enhancements. The Freshsales marketplace currently hosts over 75 apps that can be seamlessly integrated with it to enhance productivity.

Some of the key features in Freshsales include:

* Built-in phone and email
* Two-way Email Sync
* AI-based lead scoring
* Workflow automation
* Visual sales pipeline
* iOS and Android Apps

The built-in email with two-way email sync enables  the sales reps never have to leave the CRM to access their email inbox. Email tracking features will let sales persons know  when and how many times an email was opened, or a link was clicked on. Personalized email templates enables sales to customize their email per their requirement.

Freshsales comes with a built-in phone powered by Freshcaller which enables direct calling with a simple click on a contact’s phone number. Users can set up buy local numbers, enable call recording, and set up IVRs in a matter of minutes. Users can also add notes, schedule tasks, as well as make appointments.

The 360-degree view gives users in-depth customer insights on prospects allow users to plan relevant conversations and keep track of touchpoints using the activity timeline. Freshsales collects data and segments activities based on a contact’s behavior. Users can get perspective on leads with advanced lead scoring, and prioritize important follow-ups.

The visual sales pipeline provides complete visibility of deals across various stages. Users can sort and filter by close dates, helping to make more guided decisions for climbing up the sales ladder. The drag and drop navigation enables users to move deals across the sales pipeline into any stage.

Visual sales reports and revenue analytics monitor sales progress and identify successful campaigns by source, sales rep, territory, and more. Freshsales mobile apps for iOS and Android lets users access deals while on-the-move and stay up-to-date on prospects at all times.

Pricing

Starting from: $12.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)
Pricing Plans
SPROUT
Free
BLOSSOM
$12/user/month billed annually, $19 month-to-month.
GARDEN
$25/user/month billed annually, $35 month-to-month.
ESTATE
$49/user/month – billed annually, $65 month-to-month
FOREST
$79/user/month – billed annually, $99 month-to-month.
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Features

360° Customer View
API
Design Managment: Drag & Drop Interface,Custom Fields, Custom Forms,Visual diagram Analytics,Template Management,Search Functionality
Task Management – Task Planning,Task Scheduling,Task Tracking,
Integration –Third Party Integrtion, website integrtaion,Social Media Integration,Microsoft Outlook Integration, Mobile Integration
Contact management:contact history, contact database
Sales Mangement – Sales Analytics, Sales Forecasting ,Sales Reporting,Sales Tracking
User Role Management: Role based access
Status Tracking
Multi-Currency
Notification Mangement
Lead Management: Lead Assignment,Lead Capture,Lead Distribution,Lead Nurturing,Lead Scoring
Reporting/analytics
Pipeline Management:Pipeline Reports
Meeting Management
Email Management: Email Distribution,Email Integration,Email Templates,Email Tracking
Quotes/proposal management
Document Managment
Reporting/analytics: Sales Analytics
Opportunity Management
Forecasting/Predictive analytics
Workflow automation
Customer Support:

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Pros and cons


PROS:
  • Well designed easy to use simple tool with lots of features.
  • As it is AI driven application there are many automated features.
  • User engagement tracking.
  • Higly flexible with the whole sales process.
  • Free Trial.
  • Well Integrated with other applications.

CONS:
  • For beginners there is a bit of learning curve required.
  • The email usage limit is a bit less. Though it might be sufficient but this will pose a challenge if we go for big campaigns.
  • More options needed in exporting information.
  • Doesn’t have features like proposal templates
  • Colloboration required for more tools.

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Benefits

  • Lean CRM application designed for sales teams.
  • Helps salespeople follow up with leads in a timely manner.
  • Forecasting tools provide managers with a birds-eye view of group performance.
  • Mobile applications allow users to search through contacts and deals 24/7.
  • Sales pipelines keep prospects and contacts organized.

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Integration

Constant Contact,HubSpot Marketing,Mailchimp, Quick Books, Salesforce Sales Cloud, Xero, Zapier, Zendesk, Slack.
Gmail,Microsoft Outlook,Office 365
Paypal and Stripe.
Wordpress CMS
Google Analytics

 

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FAQ

What is CRM Applictions?

CRM application is a software developed for the purpose of automating the whole sales process from lead generation to closing the deal.

What is Freshsales CRM Applictions?

Freshsales is a cloud based customer relationship management application that helps businesses in management of sales of new customers as well as already existing customers across all industry domains.

What type of industries use CRM Application

Any industry big or small which deals with customers for selling a product or service require CRM application. That means almost all industries use CRM applications.

What languages does App support?

English, Chinese (Traditional), Dutch, French, German, Italian, Polish, Portuguese, Russian, Spanish

Does App offer an API?

Yes, Freshsales has an API available for use.

Specification: Freshsales

Free trial

Yes

Starting Price

$12.00/month

customer-type

Large enterprises, Medium business, Small business

Deployment Type

Cloud Hosted, On Premise, Open API, SaaS

Device Supported

Android, IOS

Customer support

Email, Phone, Chat

Training

Personalized, Live online, Documents, Webinars

Design Managment

Drag & Drop Interface,Custom Fields, Custom Forms,Visual diagram Analytics,Template Management,Search Functionality, 360 degree customer view

User Role Management

Yes

Email Management

Email Distribution,Email Integration,Email Templates,Email Tracking

Contact management

No

Lead Management

Lead Assignment,Lead Capture,Lead Distribution,Lead Scoring

Sales Mangement

Sales Analytics, Sales Forecasting ,Sales Reporting,Sales Tracking

Quotes/proposal management

Yes

Reporting/analytics

Sales Analytics

Forecasting

Yes

Meeting Management

Yes

Document Management

Yes

Workflow Automation

Yes

Multicurrency

Yes

Status Tracking

Yes

Calendar Management

Yes

Pipeline Management

Pipeline Reports

Integration

Third Party Integration, website integration,Social Media Integration,Microsoft Outlook Integration, Mobile Integration

Territory Management

Yes

Platforms Supported

Macintosh, Web, Windows

Task Management

Yes

Third Party Integration

Yes

Videos: Freshsales

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