FreshSales CRM offers a solution that helps businesses manage interactions, automate tasks, and drive sales growth. In the digital age, businesses are faced with the challenge of maintaining effective relationships with their customers. Let’s delve deeper into what FreshSales CRM is all about and why it has become a game-changer in the CRM software market. In this article, we will explore the features and benefits of FreshSales CRM, helping you understand why it’s the right choice for your business.
What is Freshsales?
Freshsales is an all-in-one solution that provides unified sales, marketing, chat and phone capabilities. Freshsales CRM runs on a browser or mobile app, making it easy to reference or add to your contacts wherever you are. It’s also a fully customizable app, so you can change your dashboards to suit the way you view your contacts or data. For these reasons and more, it made our list of the best CRM software for small businesses.
How Does FreshSales Work?
Freshsales helps you manage your sales process more effectively by organizing, tracking and tracking leads while building customer relationships. The interface is clean and simple, and all important features and functions are easily accessible. With all-in-one viewing, users can see all leads, current customer touchpoints, and past interactions.
One of the main differences compared to other platforms is the way Freshsales handles lead tracking and management. Freshsales places a strong emphasis on AI-based lead scoring built into your CRM software. Lead scoring helps you prioritize leads based on their engagement level and conversion likelihood. It ranks your business’s sales leads using explicit and implicit lead data. These leads are automatically fed into the CRM system from web forms, emails, and chat.
Overall, the user experience with Freshsales is generally positive, as most users find the system effective and easy to use. However, there are some nuances in the program; Because businesses may need to spend some time on the recruitment process to benefit from all the advantages. Some users report up to three days of training and customization required, and it may take some time to learn how to use the features. Businesses with more complex IT structures may face additional hurdles when it comes to more challenging integrations.
But for sales teams looking for a simple, all-in-one CRM platform, Freshsales is a strong contender.
Is Fresh Sales Right for Me?
Freshsales is an easy-to-use CRM tool priced low enough for small startups that need to budget wisely. The free plan is a great entry-level tool, and as your business grows, you can upgrade to one of the paid plans for greater usability. For greater cross-team collaboration, you’ll need to integrate with other Freshworks products or consider a more robust CRM solution.
FreshSales is Best For:
- Businesses needing an all-in-one CRM solution to streamline workflows and reduce the need to switch between different systems
- Businesses that are new to CRM software and need a user-friendly CRM solution
- Businesses that want to save time and streamline sales processes with advanced sales automation
- Businesses that want to create custom reports and dashboards based on specific business needs to gain insights into sales performance
- Businesses that want to make data-driven decisions
Freshsales Is Not Recommended For:
- Businesses that require advanced customization with very specific requirements as they can be limiting
- Businesses with larger sales teams that need to manage and customize the system for each user
- Businesses with complex integrations as they can be difficult to set up.
What Makes Freshsales Different?
The key difference with Freshsales is that it is an all-in-one CRM tool that combines sales and marketing capabilities, chat, and built-in phone. It has a solid free plan that lets you add unlimited users and support. Best for high-functioning and fast-growing sales teams.
So, if you’re a startup looking to grow your business, Freshsales’ free plan gives you access to features like contact scoring, integration with Freshdesk, and more. The good thing is, as your business scales, you can switch to a paid plan with Freshsales without losing your data.
Compared to competitors, some do not offer a free plan, while others may have limited capabilities with the plan. In this case, you’ll want to make sure you can upgrade seamlessly without losing any data.
Fresh Sale Features
Ease of Use
The most important advantage of using Freshsales is ease of use. The platform is designed to be user-friendly and intuitive. The interface design is clean and simple; Provides easy access to features and functions. It’s also great for anyone new to working with CRM systems. Freshsales can be implemented quickly by your sales and marketing team. The implementation time is said to take approximately 18 days compared to other CRM systems that can take up to 72 days.
Another advantage of Freshsales is its customization options that allow you to modify your CRM to meet your business needs. The system can be adapted to meet the specific needs of individual users; This is especially useful for large sales teams. Users can add and track custom fields, define workflows, and set specific rules for data entry and management. You can create activities specific to your sales process, track your potential customer throughout their purchasing journey, create custom fields, groups and modules, and even view data in your preferred language.
Features and Abilities
Freshsales offers many functionalities to make your business successful. With Freshsales, you can access important information about your contacts, accounts and deals. It allows you to capture website visitors as leads and get ideas on how to engage more potential customers. Freshsales also offers powerful reporting, analytics capabilities, and the ability to track deals, allowing you to forecast revenue. Users can create detailed reports on sales activity, track key metrics including conversion rates and deal stages, and get real-time insights into how well they’re performing. This allows businesses to make data-driven decisions, increase productivity and optimize sales processes.
Workflows and Automations
Freshsales offers a range of workflow and automation features specifically designed to increase the efficiency of businesses’ sales processes. By leveraging these tools, businesses can create customized and automated workflows that are triggered under certain conditions. For example, workflows can be set up to automatically send follow-up emails to prospects, update lead status, assign leads to different team members, and alert the team when certain events occur.
Additionally, Freshsales offers advanced automation capabilities through the Freshworks automation platform, allowing you to create complex workflows that integrate multiple applications and systems. These advanced workflows automatically update customer profiles in various systems during the purchasing process, reducing errors and streamlining the sales process.
Third Party Integrations
Freshsales offers a variety of integrations with popular third-party tools and platforms. This allows you to collect all your customer information in one place. Integrations include email synchronization features with Gmail, Outlook and other email clients, as well as integration with marketing automation software such as HubSpot and Marketo. You can also scale with the Freshworks platform by integrating Slack, Gong, Google Workspace, and more. This makes connecting Freshsales seamless to other tools and systems you already use.
FreshSales Pricing and Plans
You can use the Freshsales Growth plan at zero cost for up to three users. It’s an all-in-one place to jump-start your small and growing business for free. Free sales and marketing tools allow you to send emails, manage deals, track and track business performance, and much more.
The free version is available to new accounts signing up for Freshsales and Freshsales Suite, no credit card required. Existing users can sign up for a new account to use the free version. The free version only allows three users along with 1,000 marketing contacts, but you can purchase any add-on with more users and contacts at any time.
A growth plan is perfect for growing sales teams that want to avoid repetitive work and spend more time on sales. Includes built-in email, phone and chat; so you can engage with your customers and track and manage deals in Kanban, timeline or funnel view. You can automate tasks, update records, and trigger automated campaigns.
The growth plan includes:
Workflows – (20) Automate repetitive tasks like updating records, emails, invoicing and more
File Arrays Storage – Manage documents with 2 GB (per user)
Sales Queues – Five automated steps (per user)
Sales Strings Email Limit – 500 per day (per user)
Personalized Bulk Emails – 250 per day (per user)
Free Bot Sessions – 2,000
API Access – 1,000 per hour (per account)
The Professional plan includes everything you need to manage multiple sales teams and increase your revenue.
The Pro plan includes everything in the Growth plan plus multiple sales pipelines, more workflow automation, AI-powered sales insights, and integration with WhatsApp. All these features make it easy to nurture leads at the right time without manual effort, manage multiple sales pipelines, and know which of your products or services are trending so you can vary your efforts.
Professional Plan includes:
Workflows – (50) Automate repetitive tasks
Automatic Assignment Rules for Contacts, Accounts, Agreements – 50 (per module)
Multiple Sales Pipelines – Create up to 10
Sales Teams: Limit 50
File Storage: 5 GB (per user)
Sales Ranks – 10 (per user)
Sales Strings Email Limit – 1,000 per day (per user)
Personalized Bulk Emails – 1,000 per day (per user)
Free Bot Sessions – 3,000
Special Roles: 50
API Access – 2,000 per hour (per account)
The Enterprise plan is Freshsales’ top-tier plan and is designed for larger businesses with more complex sales processes and higher sales volumes. This plan comes with advanced features, customization, management, and controls like advanced lead scoring, custom reports, dashboards, multiple sales pipelines, territory management, and team-based selling.
You’ll get all the features in CRM that will help your sales team predict, respond, and set up automated tasks. Freshsales Enterprise plan provides dedicated account management, priority support and onboarding assistance. This can be useful for businesses that are new to CRM or have complex sales processes.
The Enterprise plan also includes:
Workflows – (100) Automate repetitive tasks
Automatic Assignment Rules for Contacts, Accounts, Agreements – 100 (per module)
Special Modules: 10 special modules
Multiple Sales Pipelines – Create up to 10
Sales Teams: Limit 100
File Storage: 100 GB (per user)
Sales Ranks – 25 (per user)
Sales Strings Email Limit – 2,000 per day (per user)
Personalized Bulk Emails – 5,000 per day (per user)
Free Bot Sessions – 5,000
Special Roles: 100
API Access – 5,000 per hour (per account)
Freshsales also includes additional add-on options. You can create branded documents like invoices, quotes, engagements, and contracts for an additional $19 per month, and purchase additional bot sessions and automate chat flows for $75, which includes 1,000 bot sessions per month. You can also purchase additional workflows to automate repetitive tasks, starting at $5 for 10 workflows and additional phone credits starting at $5 for making and receiving calls.
Customer Service and Support
Freshsales customer support can be reached via email, phone and chat. You can find Freshsales chat support in the bottom right corner of your web page, your account, or in the Freshsales support portal. Freshsales phone, chat and email support responds very quickly.
We contacted customer support via email regarding integration capabilities and received an automated response from Freshsales stating that a new account had been created for us in the Freshdesk Portal. The response stated that we needed to activate the account and use the support portal to view and reply to our email. Freshsales has provided a link to register and activate the account.
We also received an additional email response a few hours later from the Freshsales product specialist regarding the question regarding integrations. The response stated that there are no limitations or restrictions on user integrations.
Some users also claim that it is almost impossible to get help from the support team on the free plan, but the support received as a paying customer is improved. Other users report that customer support is often delayed and needs improvement regarding the use of the software.
Freshworks supports toll-free number: 1-866-832-3090
Support email: firstname.lastname@example.org
Additional Features to Consider
Get a single 360-degree detailed view of your customers’ information with grid and Kanban views, activity timeline, details section, and featured cards.
Freshsales offers endless ways to engage customers from CRM, including email, chat campaigns, phone and call forwarding, messaging, SMS integration, and Zoom.
Automate repetitive and complex tasks through workflows, sales sequences, territory management, automatic profile enrichment, and IntelliAssign.
Close deals and increase revenue by creating and tracking customized sales processes with multiple sales pipelines, weighted sales pipelines, structuring quotes, defining and tracking event goals, maintaining your product inventory, and connecting with Slack.
Boost your productivity with AI-powered forecasts, contact scoring, deal insights, next best action, sales forecasts, reports, dashboard, and sales reports.
Personalize your CRM to fit your needs. Create custom sales events, track contact lifecycle stages, perform layout customization, and view and manage data in multi-currency and multi-languages.
Identify users and add them to roles and permission levels to ensure data security. Manage and orchestrate role-based access, define and classify data in modules, configure permission, manage data access and audit logs.
Conduct your sales from your mobile phone with call recordings, voice notes and data access in offline mode.
Fresh Sale Alternatives and How They Compare
Freshsales and Zoho CRM
Both Freshsales and Zoho CRM have email management, chat, and artificial intelligence features. Zoho, on the other hand, lacks the ability to reduce manual data entry compared to Freshsales with its automatic profile enrichment feature. Freshsales also has a built-in phone, but it can only be integrated with a third-party tool in Zoho. Pricing plans are very similar, but businesses looking to grow can opt for Zoho CRM, a full-featured, scalable CRM solution.
Freshsales and HubSpot
Both Freshsales and HubSpot are excellent CRM options for small and medium-sized businesses. HubSpot is definitely in the higher price range but is better designed for growing teams. Freshsales has extensive AI capabilities that help you reduce manual efforts and suggest next best actions; HubSpot’s AI capabilities, however, are limited to customer enrichment and scoring.
HubSpot’s customer support is limited when it comes to users using the free plan versus Freshsales, which provides 24-hour phone, email, and chat support to all users, Monday through Friday.
Freshsales vs Pipedrive
Both Freshsales and Pipedrive hit the mark when it comes to managing contacts, accounts, and deals, and both have a strong email management system. Freshsales, on the other hand, allows you to create and send sales campaigns and provides email engagement metrics. Freshsales and Pipedrive both have built-in phone functionality as well as standard reports and dashboards; But Freshsales goes a step further by allowing you to purchase phone numbers, set up voicemail messages, transfer calls, mask calls, and more. Pipedrive offers 24/7 live chat support on all plans, while Freshsales offers 24/5 phone, email and chat support on all plans.
Final Verdict On FreshSales
CRM software provides important tools to help your business grow. If you’re struggling to maintain your business or want to increase sales, investing in a CRM solution may be one of the best decisions you can make. It is also important that you choose the right one for you.
Overall, Freshsales is a feature-rich CRM, and its unique features and integrations make it a strong choice for businesses looking to increase sales and increase revenue.
If you’re still unsure if Freshsales is right for you, scheduling a Freshsales product demo can help. You can do this by requesting a demo here. A Freshsales product consultant will guide you through a one-hour session showing you how to increase your sales and marketing productivity. You can also learn all the ways to succeed in your career by enrolling in Freshworks Academy. Here you can explore courses, train in skills, become a certified product expert, and join a worldwide community of like-minded professionals.
Frequently Asked Questions about FreshSales
1. What is FreshSales and how can it benefit my business?
FreshSales is a robust customer relationship management (CRM) software designed to streamline and enhance your sales processes. This platform offers a range of features that can significantly benefit your business:
- Key Information:
- FreshSales helps you centralize customer information, providing a 360-degree view of your interactions with clients.
- It automates routine tasks, saving time and enabling your team to focus on building meaningful relationships.
- The software’s analytics tools offer valuable insights, empowering data-driven decision-making.
2. How does FreshSales handle lead management, and what makes it effective?
FreshSales excels in lead management, offering a seamless process for capturing, nurturing, and converting leads into customers. Here’s how:
- Key Information:
- The software allows you to capture leads from various sources, including web forms and emails.
- It facilitates lead scoring, helping you prioritize high-potential leads and focus your efforts efficiently.
- With automated follow-up emails and personalized communication, FreshSales ensures a consistent and effective lead nurturing process.
3. Can FreshSales integrate with other tools our team is already using?
Yes, FreshSales is designed to integrate seamlessly with a variety of third-party tools, enhancing its functionality and fitting seamlessly into your existing workflow.
- Key Information:
- The software integrates with popular email platforms, streamlining communication and ensuring no information is lost.
- It offers API access, allowing you to connect FreshSales with your preferred applications or custom solutions.
- Integration with marketing automation tools ensures a cohesive sales and marketing strategy.
4. How secure is the data stored in FreshSales, and what measures are in place to protect sensitive information?
Security is a top priority for FreshSales, and the platform employs robust measures to safeguard your data and maintain confidentiality.
- Key Information:
- FreshSales uses encryption protocols to secure data during transit and at rest, ensuring protection against unauthorized access.
- Role-based access controls allow you to manage permissions, ensuring that only authorized personnel can access sensitive information.
- Regular security audits and updates are conducted to stay ahead of potential threats and vulnerabilities.
5. What kind of customer support does FreshSales provide, and how can I reach them in case of issues?
FreshSales is committed to providing excellent customer support to address any queries or concerns you may have. Here’s how you can reach them:
- Key Information:
- FreshSales offers 24/7 customer support through various channels, including email and live chat.
- A comprehensive knowledge base and online resources are available for self-help and quick issue resolution.
- For more complex problems, FreshSales provides ticketing systems to ensure prompt and thorough assistance.
In conclusion, FreshSales is a powerful CRM solution that can significantly enhance your business operations, from lead management to data security. With its user-friendly interface and versatile features, it stands as a valuable asset for organizations aiming to streamline their sales processes and foster lasting customer relationships.