Freshsales CRM Review: The Ultimate Solution for Managing Customer Relationships and Boosting Sales

With advanced contact management, data insights, and workflow automations, Freshsales CRM equips sales teams with the tools they need to cultivate and close deals in a more time and resource-effective manner.

The user-friendly and adjustable interface that Freshsales CRM provides makes it simple for users to navigate and tailor the platform to their individual needs. The mobile app also has voice note capabilities, which are a handy method to record and collect vital information while on the road. One of the most notable aspects of Freshsales CRM is its sophisticated artificial intelligence forecasts and insights, which may offer firms useful information and predictions.

Lead generation tools, however, are only included with the Enterprise subscription, which may not be appropriate for all firms. Additionally, compared to some of its rivals, Freshsales CRM features less third-party integrations.

Freshsales is a customer relationship management (CRM) software for sales teams that is offered by Freshworks. This software assists sales teams in streamlining their processes, enabling them to close deals more quickly, and gaining a deeper understanding of their customers.

Before we begin, it is important to note that Freshsales is one of a series of Freshworks CRMs with different focuses, such as Freshmarketer for marketing, Freshservice for IT support, and Freshdesk for customer engagement. Freshsales is designed specifically for the needs of sales teams.

In this review of Freshsales, we will examine both its positive and negative aspects, as well as how it stacks up against the most effective customer relationship management (CRM) software currently available. Instead of looking for a CRM that combines sales and marketing, we suggest that you take a look at Freshsales Suite, which is an all-in-one solution.

Brief Summary of the Freshsales review

Freshsales is an effective customer relationship management (CRM) platform that provides superior contact management, workflow automation, and AI insights.

It is ideally suited for sales teams in small and medium-sized companies that are ambitious and want to reach their prospects in a more strategic manner. Because of its user-friendly and adaptable interface, Freshsales is an excellent option for individuals who are new to customer relationship management software, and its implementation does not call for extensive training of the team.

While the mobile app makes it possible for you to collect data while you’re on the go, the CRM’s built-in phone and email capabilities let you communicate directly with contacts from within the system.

It is necessary to purchase an upgrade in order to access Freshsales lead generation tools, and there is a restricted selection of third-party integrations available. If you are looking for a CRM that provides access to a greater number of integrations, Insightly might be a better option for you.

In general, Freshsales is a customer relationship management system that is both affordable and all-encompassing. It provides all of the standard functionality that you require to propel your sales team forward.

Freshsales: Key Features

The Freshsales CRM is a user-friendly and low-cost customer relationship management system. It is a great starter CRM for small businesses thanks to its user interface that is friendly to beginners and its powerful artificial intelligence system; however, it also boasts enough advanced features to appeal to small and medium-sized businesses.

To begin, the degree of customization offered by Freshsales left us with a positive impression. Your preferences can be applied to every facet of the user interface, including the primary menu for navigating the application. You have the ability to select from over ten different languages and create custom fields, modules, sales activities, and other features. In addition, you can select from hundreds of different currencies. This means that the software can be adapted to meet the requirements of virtually any company.

Freshsales: Highlights and key features

Freshsales CRM Review: The Ultimate Solution for Managing Customer Relationships and Boosting Sales — 1

Freshsales provides users with advanced tools for managing their contacts and accounts. You are able to view an activity timeline of a contact’s engagement with your brand, which enables you to target them with sales calls and follow-ups in a more strategic manner. The contact scoring system, which is powered by artificial intelligence, prioritizes top leads based on a prospect’s engagement, which enables you to close deals more quickly.

In addition, Freshsales provides you with the tools you need to communicate with contacts, including an integrated mobile app, phone and email functionality, and more. Even a live chat can be set up on the schedule of your website, and you can join Zoom meetings directly from the CRM software.

In addition, Freshsales gives you the ability to organize your team by personalizing appointments, alerts, and reminders, as well as activities. Leads can be automatically assigned to sales reps based on the criteria you set, and Freshsales can do this for you. Workflow automation helps reduce the amount of manual labor required for nurturing leads and streamlines sales processes, freeing up more of your time to concentrate on closing deals.

Even though additional integrations with third-party project management apps are offered, the selection of available integrations is quite restricted.

What’s new in Freshsales features?

The functionality of the Freshsales software is being continuously developed and enhanced by Freshworks. Since 2019, the company has introduced several new features, including the ability to personalize the sidebar of your primary navigation, the creation of custom fields, and an improvement to the workflow automation system that enables users to now automate an action in response to a predetermined trigger.

Freshworks has also introduced weighted sales pipelines and the capability to group users into ‘teams’ in order to improve collaboration. This new capability was added in response to customer demand. These show a sales forecast that is weighted by the probability that deals will be finalized.

Additionally, the company has added new features to the Freshsales app, which will assist sales representatives in closing deals while they are on the move. You can now make calls directly from the app, record voice notes on the app, and check in at your location using the app. Additionally, you can now record voice notes on the app and attach them to a record.

Freshsales: Pricing

Freshsales CRM Review: The Ultimate Solution for Managing Customer Relationships and Boosting Sales — 3

There are four different pricing plans available for purchase through Freshsales, one of which is an Enterprise plan that provides access to advanced AI features, an increased amount of data storage, and a higher limit on the number of sales teams, workflows, and sequences that can be created. The cost of the plan is proportional to the number of end-user licenses that you require, and you can choose to have it billed either monthly or annually.

It is noteworthy that Freshsales provides a free plan, in contrast to many of its competitors, such as Salesforce, which do not do so. The free plan provides a fundamental level of contact management, but users do not have access to reporting, which is an essential component of any customer relationship management system (CRM).

Freshsales’ pricing plans

Free

  • Cost per user Month: $0.
  • Cost per user per year: $0.
  • Contact and account management: Yes.
  • Custom reports and dashboards: No.
  • Multiple sales pipelines: No.
  • AI forecasting insights: No.

Growth

  • Cost per user Month: $18.
  • Cost per user per year: $180.
  • Contact and account management: Yes.
  • Custom reports and dashboards: Yes.
  • Multiple sales pipelines: No.
  • AI forecasting insights: No.

Pro

  • Cost per user Month: $47.
  • Cost per user per year: $468.
  • Contact and account management: Yes.
  • Custom reports and dashboards: Yes.
  • Multiple sales pipelines: Yes.
  • AI forecasting insights: No.

Enterprise

  • Cost per user Month: $83.
  • Cost per user per year: $828.
  • Contact and account management: Yes.
  • Custom reports and dashboards: Yes.
  • Multiple sales pipelines: Yes.
  • AI forecasting insights: Yes.

Insightly — Plus

  • Cost per user Month: $29.
  • Cost per user per year: $348.
  • Contact and account management: Yes.
  • Custom reports and dashboards: Yes.
  • Multiple sales pipelines: Yes.
  • AI forecasting insights: No.

Freshsales Testing

In order to provide a more thorough evaluation of the CRM solution that Freshsales provides, our team put the platform’s most important features and tools through a series of tests in order to determine how each one should be implemented.

How does Freshsales handle contact management?

Freshsales CRM Review: The Ultimate Solution for Managing Customer Relationships and Boosting Sales — 5

Freshsales excels in a number of areas, one of which is contact and account management.

The customer relationship management system gives you the ability to view an all-encompassing timeline of a prospect’s engagements with your brand across various channels, such as your website, email, and others. This provides you with increased visibility into your customers and allows you to build relationships in a more strategic manner.

You will be able to prioritize the leads that are most likely to convert with the assistance of the contact scoring system that is powered by AI and ranks prospects based on the engagement they have shown. Freshsales also provides a variety of workflow management features, such as the ability to schedule tasks, appointments, activities, reminders, and alerts for your entire team. These features are intended to assist you in maintaining your forward momentum.

This feature is especially helpful for sales teams that collaborate across different time zones and geographical locations.

Freshsales provides a number of different channels of communication with prospects, in addition to its contact management features.

In addition, there is an integrated email client that enables you to email multiple contacts at once, as well as a built-in phone that can record your phone calls. Additionally, Freshsales provides email templates, allowing you to launch fundamental campaigns without ever having to leave the CRM.

Although Freshsales does provide some tools for lead generation, users must pay for access to these tools in order to access them. Even though this is a standard feature on Insightly’s CRM software, some of its features, such as the one that populates records with publicly listed information about contacts, are only available on the Enterprise plan. For instance, this feature is only available on the Enterprise plan.

Freshsales CRM Review: The Ultimate Solution for Managing Customer Relationships and Boosting Sales — 7

Freshsales increases the productivity of sales representatives by automating time-consuming tasks, which frees up the representatives to pursue additional business opportunities.

You have the ability to set up rules that will automatically assign leads to sales reps based on criteria such as region, language, area of expertise, and a variety of other factors.

You can also design sales sequences that automate repetitive and manual tasks such as following up with leads, sending welcome emails, or sending reminders to renew contracts. This can save you a lot of time.

When you have finished configuring the conditional actions and triggers, these sequences will begin to run in the background. As a consequence of this, maintaining contacts’ interest in your business requires only a minimal amount of ongoing effort.

Integrations with other project management apps, such as Zapier, QuickBooks, and Xero, are available through the Freshsales platform. These integrations allow existing functionality to be expanded. Freshsales recently made the announcement that the company intends to expand their integrations in the near future.

On the other hand, when compared to Insightly, which has a library of more than 500 different business apps, it presently lacks the integration capabilities of its competitor.

What exactly is Freshsales’ Freddy AI?

Freshsales CRM Review: The Ultimate Solution for Managing Customer Relationships and Boosting Sales — 9

Freddy AI is an advanced artificial intelligence system developed by Freshsales. It works in the background, gaining knowledge from previous data in order to provide personalized insights, predictions, and recommendations.

This artificial intelligence ensures that sales reps are making educated decisions based on existing data and helps them decide how to move a lead further along the path to conversion in order to increase the likelihood of the lead being converted.

Additionally, Freddy AI assists in sales forecasting by estimating the percentage of deals that are likely to be closed and presenting a sales pipeline that is weighted according to the likelihood of a deal being closed. The likelihood of a deal and weighted forecasts are both displayed on a single dashboard, which provides managers with a better overall picture of how well the entire sales team is performing and the kinds of numbers they can anticipate achieving.

Only those who subscribe to Freddy AI’s Enterprise plan will have access to the platform’s comprehensive feature set.

How does the Freshsales mobile app function?

Freshsales CRM Review: The Ultimate Solution for Managing Customer Relationships and Boosting Sales — 11

In addition to the online software, Freshsales also provides a mobile app that can be used to maintain a connection to the CRM even when the user is not in front of their computer.

The application enables you to access data about your contact from any location, regardless of whether you are traveling for work or meeting a potential client for lunch. You can even download and save information for later use when you are not connected to the internet.

An impressive amount of functionality can be found within the app. Using the camera on your phone, you can not only take voice memos, but also send emails, make calls, schedule Uber rides, and even scan documents. You can also attach notes, activities, and tasks to contact records, which will make it much simpler for you to keep your database up to date.

Last but not least, the app enables you to “check in” to a location, which notifies the other members of your team of your current location.

Freshsales alternatives

Freshsales Basic plan is a cost-effective CRM option that provides all of the features that a sales team representing a small business might find useful. You will receive tools for contact management, predictive contact scoring, 20 workflow automations, tools for deal management, visual sales pipelines, and more besides.

In comparison, the basic plan of its rival Insightly includes fewer workflow automations than what we get with ours. The Enterprise plan of Freshsales is the only one that includes this feature, but it does automatically import data about contacts that is publicly available.

HubSpot, another company that competes with Freshsales, offers a more restricted basic plan than Freshsales does. In order to access the same level of functionality that Freshsales provides, you will be required to upgrade; however, the price that was quoted covers two paid users rather than just one.

When more advanced plans are compared, it becomes apparent that HubSpot is better suited for large enterprises, and the price reflects that fact.

HubSpot’s Enterprise plan allows for up to 100 deal pipelines, 100 automated workflows, 25 sales sequences per user, and 100 GB of storage per user, whereas Freshsales Enterprise plan only allows for 10. HubSpot’s Enterprise plan allows for up to 100 deal pipelines and 1,000 workflows.

Is Freshsales right for your company?

Freshsales CRM Review: The Ultimate Solution for Managing Customer Relationships and Boosting Sales — 13

Freshsales is an affordable customer relationship management (CRM) system that provides not only the fundamental tools that sales teams require but also a number of more advanced features, such as workflow automation and artificial intelligence insights. It is ideally suited for use by small and medium-sized businesses.

The Freshsales app provides real-time data syncing and the ability to take notes, making it ideal for mobile workers who collaborate on projects.

The phone and email integrations provided by Freshsales are also useful tools that enable you to reach out to contacts without ever having to leave the CRM. This not only ensures that all of your communication records are stored in a single location, but also allows you to reach out to contacts without ever having to leave the CRM.

Freshsales does provide a free plan with basic functionality for contact and account management; however, the free plan does not include reports, which significantly reduces the usefulness of the free plan. Additionally, the Basic plan of Freshsales does not include any tools for lead generation. If you want access to these features, you will need to upgrade to a higher plan.

Freshsales has a limited number of third-party integrations available, despite the fact that it has strong native integrations with the other Freshworks apps. If Freshsales does not offer the integrations that your company requires, then it is possible that this customer relationship management system is not the best fit for your company.

Techexplains Team

Techexplains Team

We are a team of digital marketing experts with years of experience in website builders. CRM tools, project management software helping businesses of all sizes achieve their marketing goals. We are writing about benefits of using SaaS for businesses, and sharing our top picks for the best tools currently available on the market. Whether you are a small business owner looking to streamline your marketing efforts or a larger enterprise seeking to improve your marketing efficiency, we hope that you will find this useful and informative.