Freshsales Review

Freshsales Review
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  • Features
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Summary

Freshworks has introduced products that enable applicant tracking, marketing software, live chat, and cloud-based call center solutions. Currently, over 15.000 customers use Freshsales CRM.

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ABOUT

It is no secret that Sales plays an integral role in any business. CRM software plays a crucial role in tracking and scoring leads. Freshsales is an AI-driven software that will help you score, phone, email, and track your leads on one integrated platform.

Freshdesk germinated from a bad customer experience with a TV in 2010 and launched publicly in 2011. Moving through a series of funding, Freshsales acquired 1click.io and Frilp to enhance support channels in 2015. Successive acquisitions include Konotor, Framebench, Airwoot, and Chatimity. Freshsales was launched in 2016 for dynamic sales teams, and Freshdesk became Freshworks. Since 2017, Freshworks has introduced products that enable applicant tracking, marketing software, live chat, and cloud-based call center solutions. Currently, over 15.000 customers use Freshsales CRM.

What Is Freshsales?

Freshsales CRM leverages AI technology to help track your leads from end-to-end combined with in-depth analytics and ability. Freshsales also offers:

  • Built-in phone and email powered by Freshcaller
  • Determine the best sales leads
  • Conduct relevant conversations
  • Manage sales pipeline

Sales is a universal business operation. Some of the industries that utilize Freshsales effectively are real estate, e-commerce, small business, manufacturing, SaaS business, hospitality, insurance, logistics, agency, and retail. First and foremost, the software lets you keep your clients engaged. You can understand their requirements, follow up, and acquire new leads more effectively. Secondly, the program cuts down on inefficient data search, because all the information is stored in one place. Thirdly, because all the information is readily available and organized, you can utilize it to build great client relationships. Finally, you can track all the information and use it to build targeted campaigns, analyze sales trends, and generate detailed visual dashboards.

PRICING

Any business needs an affordable solution. Not only should it be economical, but it should also fit your business. We all know that each company has its unique needs. Therefore, you have to try the solution in a sandbox scenario before deciding to invest in it. So as a bonus, you could use their 21-day free trial with no strings attached.

Pricing Plans

Here are four options for you to consider once you decide on paid subscriptions:

  • Blossom – $12/user/month, perfect for small teams
  • Garden – $25/user/month, great for growing teams
  • Estate – $49/user/month, best value for large teams
  • Forest – $79/user/month, ideal for enterprises

Here is a snapshot of the different pricing plans and the features that come with them.

Plan

Features

Blossom

Garden

Estate

Forest

Pricing

$19/user/month

$35/user/month

$65/user/month

Custom price

Team

Small

Medium

Large

Enterprises

Lead, Contact, Account and Deal Management

Available

Available

Available

Available

Sales Pipeline

Visual

Multiple

Multiple

Multiple

Lead Scoring

Normal

Normal

Advanced

Advanced

Freshwork Integration

Available

Available

Available

Available

Bulk Emails

Sales Sequences

250 Bulk Emails/user/day

1000 Bulk Emails/user/day

5000 Bulk Emails/user/day

Workflow Automation

Basic

5 Sales Sequences/user

10 Sales Sequences/user

25 Sales Sequences/user

Teams

Basic

10 Workflow Automations

25 Workflow Automations

100 Workflow Automations

Advanced Reports

Available

Available

Available

Available

Custom Roles

Available

Available

Available

Available

Advanced CRM Customization

Available

Available

Available

Available

Auto Profile Enrichment

Available

Available

Available

Available

Reports Dashboard

Available

Available

Available

Available

Smartforms and Event Tracking

Available

Available

Available

Available

Multi-Currency

Available

Available

Available

Available

Sales Goals

Available

Available

Available

Available

EEA Data Center

Available

Available

Available

Available

IP Whitelisting

Available

Available

Available

Available

Audit Logs

Available

Available

Available

Available

Dedicated Account Manager

Available

Available

Available

Available

2 Way Email Sync

Available

Available

Available

Available

Freshcaller

Available

Available

Available

Available

The four plans differ in:

  • Marketplace apps
  • API access
  • Number of bulk emails/user/day
  • Workflow automation and sequence users
  • Team assignments and
  • Report generation

All these plans come with a free trial that you can convert into a paid subscription. Some of the below features come in all the plans, while some of them are in the higher plans.

FEATURES​

Now that we have got you interested in the product, let us dive deeper into the features that set it apart from other CRM software.

Complete Lead Visibility

Freshsales aims to bring you complete visibility, excluding all the noise that is associated with lead capture. After you generate leads from your website, Freshsales lets you group them based on their engagement, assign to the right lead, and actionable information for a follow-up. What this means is that you have a 360-degree customer view of a customer and their touchpoint. Use methods backed by data to score your leads and prioritize follow-up. Manual entry of information is a thing of the past – automatically sync your lead profiles when they are added into the CRM.

The CRM lets you focus your effort on areas that have the best lead-to-customer conversion rate. Also, when you are talking to your lead and are taking notes, Freshsales let you collate all that information. Lastly, their Smartforms capture all the essential information from a lead, and in the CRM, you can auto-enrich with the lead score, social media information, and photo.

Transform Your Sales Pipeline

You can locate each lead in the pipeline, and all these can be filtered. You can also analyze what the deal status is for each lead, and moving them across the pipeline is just a simple drag and drop. If you are on the go, you need a solution that is too – and that is where Freshsales comes in. All the information is available on your mobile device – android and iOS. Generate reports for deals based on product, stage, revenue, and market.

Track Visitors Real-Time

Where are your leads coming in before you put it into your CRM? Which page garners the most visits? How do visitors interact with your product? Segment a lead and learn more about their engagement. After this, you can track their entire timeline and use advanced lead scoring to nurture a lead and close the deal.

Quality Communication

Make one-click calls to your leads. You can assign numbers to your sales reps, and personalize welcome and voicemail messages. In addition to all this, you can view the phone activity, call logs, conversation history, and even phone activity reports. In case you run into another team member’s contact, you can transfer calls to them without breaking the connection. Customer satisfaction guaranteed.

Maximize Email Campaigns

Create email campaigns that will target the right audience and communicate the message about your product effectively. Freshsales email system syncs with your email system and creates one flow of information. After you send the mail, you can track the opens and clicks, that helps you plan your communication strategy. It is tricky sending out one email to all customers – personalize your emails with pre-existing templates.

Forecast Sales

Reports! Reports! It is not enough to do great work; reports help you strategize and hit your targets. You can gain insight into your leads, sales figures, and sales reps. There are a variety of reports you can choose from, and those visual charts provide greater value. Comb through your CRM and pull metrics by source, territory, campaigns, and even identify top performers on your team. Not only can you see revenue analytics, but also sales cycle, sales activity, and trendline reports. Sometimes you forget to generate these reports on time – fear not – you can schedule these reports to run at a specific time.

Make Intelligent Workflows

Automate your workflows so that you can concentrate on the most important thing – running your business. Events will automatically trigger updates to the fields in Freshsales so that you can make changes to your leads. Follow-ups can be scheduled around a customer’s subscription renewal and email them automatically.

As you can see, the line up of features is extensive. Using Freshsales will help you automate your tasks, generate insightful reports, and increase customer satisfaction. Another useful feature with the Freshsales system is the integration into the Freshworks ecosystem. Here is a quick look at all the integration you can make with the app.

INTEGRATIONS

You can integrate Freshsales into any of the apps in the Freshworks and helps you run your business more efficiently. These products together help make all departments work together. Of course, there are other integrations, but we have chosen a few that are highly recommended by current users. Below are some of the applications Freshsales can integrate with:

  • Freshdesk – Unified view of the customer for sales and support teams
  • Freshmarketer – Convert your leads leveraging marketing and sales
  • Freshchat – Engage website visitors from your CRM
  • Freshconnect – Communicate and collaborate across teams
  • Freshcaller – Built-in cloud-powered phone solution
  • Google Calendar – For your appointments, and events
  • Mailchimp – Connect your sales and marketing for customer outreach
  • Segment – Customer insights from your sales CRM
  • Zapier – Connect web apps and move information
  • Hubspot – Marketing automation software
  • Quickbooks – Generate invoices, make payments and be in charge of your financial health

More About Freshsales

A Little More Perspective

While the advantages and disadvantages are different with each business, you should know, the tool is only as good as the user. Small and medium enterprises tend to have a smaller database, and larger ones, bulkier databases. The size of the database causes a slowdown of the functions of the program. Every software gets continuous updates. Customized features are also available at a premium if you want to get them. These feature upgrades make it more efficient and useful to your business. If you are a large organization that leverages multiple pipelines, then you might want to look at options that can scale up.

Another caveat is that the software pulls information from social media platforms. While there are certain types of information that you can use, you have to be very careful about how you take that information. Since you are dealing with sensitive information, you have to have proper cybersecurity protocols in place. Freshworks servers are hosted in a world-class data center protected by 24-hour surveillance. All the applications are always up-to-date with the latest security patches.

Review

First of all, the no strings attached, free 21-day trial is a great way to test your business needs for the CRM. The different pricing plans come handy when it is time to move to a paid subscription. Here are some of the areas that Freshsales can help in :

  • Delegate tasks to the team
  • Track team performance in detail
  • Forecast and analyze sales trends
  • Segment your leads and organize your pipeline

The feature that lets you identify a mail has been opened also lets you know when your customer is online for immediate contact. Add in details and attachments to your case and build your customer’s information. Finally, you can rely on expert customer support to help with the application if you have any questions. Customer information is readily available, you know where the leads are in the sales cycle, and your reports indicate the trend and help you perform your analysis.

PROS AND CONS

PROS

Clean and simple app with dynamic integrations. You can tailor it to your business needs. Quickbooks lets you take care of the financial side of your business, so you always have the money to run your business. The Zapier integration helps process your leads within your app and move it across various platforms effectively. The two-way email sync enables you to run your business seamlessly. However, if the contact is not on CRM, you are not going to see any emails from them. Marketing automation with Hubspot and MailChimp helps target the right audience and get your message across. You can upload your data, create a template, select multiple client lists across different segments, and mail your customers. Most of my team is on the go, which means the mobile application is productive.

CONS

Although it is a sales tool, Freshsales is still an automated platform. This level of automation means, to use this, you would need to train your users. To realize its maximum potential, you will have to spend a lot of time studying the tool and its features. Another disadvantage is that this is primarily a sales CRM solution. There is no task or project management integration. All the solutions focus on sales, lead tracking, scoring, nurturing, and closing deals. Which brings us to another point – although leads are a part of the CRM, lead generation is not a feature of the solution. You have to spend your resources for a generation while the solution takes over post customer contact.

CONCLUSION

You do need to spend some time initially setting up Freshsales. Nevertheless, once it is set up, you can quickly train your sales team and watch them turn into stars. Use the third-party programs to build your workflow and automate your routine tasks. After you do that, you will see an immediate increase in productivity and efficiency. All these may seem like there is an overload of information. Still, the main things you need to know are that this tool, with its multiple integrations, helps your business automate your workflows, manage your leads, and engage with your customers with highly satisfactory results. After all, Freshworks keeps the customer in mind while designing elegant CRM solutions for your business.

We hope our brief guide has been of help in understanding what Freshsales has to offer. Do let us know what you think by leaving a comment.

Check out our list of the best Contact Management (CRM) Software companies

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