Freshsales REVIEW

CRM Software

9 user reviews
USER SATISFACTION 95%
OUR SCORE 9.5

What is Freshsales?

Freshsales is the fourth addition in the Freshdesk product lineup, and a quality CRM designed for high-velocity teams to keep track of contacts while solving their inquiries. It won our 2016 Supreme Software Award as well as the Expert’s Choice Award for 2016. Satisfied sales teams describe it as the single contact management hub that helps them stay in control of thousands of leads, but provides at the same time a simple and easy-to-navigate interface.

Freshsales was a response to the company’s own necessity to handle multiple aspects of the sales process, and eliminate the need for users to wander around programs to get the job done. At its core, Freshsales has collated all functions of legacy CRM systems, but found its own way to optimize sales and prioritize pipeline opportunities. As president Dilawar Syed explains, Freshsales was even intended to be a dynamic analytic contributor, which doesn’t only reveal magnificent sales insights, but gives companies hints on how to use those to their advantage. That’s how Freshsales came to have all important sales performance capabilities, and is used worldwide, in particular by active Freshdesk users.

But why would someone choose a pioneer CRM on such a competitive market? The truth is most customers rely on Freshdesk’s impeccable reputation, and only then discover the genuine power of this system. With Freshsales, there are no bulky and complex set up procedures, multiple integrations are up and functioning, and all operations are performed and stored in cloud. The core of its performance is depicting where leads are coming from, and that’s something no small or midmarket business would refuse on a fraction of the price.

Nevertheless, one needs to look deeper inside this system to understand what it can really do. Together with lead capturing, Freshsales can distribute, nurture, score, divide, and verify leads, and does so via multiple channels of communication. Users get into their hands an advanced suite of features, including auto-dialers, call recording, call routing and affiliate management, but the thing that certainly distinguishes Freshsales from similar programs is reporting. The reason why this relatively new sales hub is a reporting leader are first and foremost its revenue analytics features, where all relevant source and rep metrics are pulled out and collated into an appealing and accurate report. Unlike most small-biz report tools, Freshsales applies a variety of filters when summarizing your data, and makes it possible to group and organize results in your own way. If you prefer, you can make summaries, create charts and tables, or master the craft of matrix reporting very fast.

One of the biggest advantages of this system is its affordable price. Small teams can get use the service for free, and midmarket businesses and corporations can transit to a paid package in a relatively painless way. The Blossom package costs only $12 per month, followed by the Garden plan ($25/month) and the highest Estate plan ($49/month). What is also good to know is that there are no recurrent costs and unexpected feed – with Freshsales, you get what you paid for, and nothing else.

Overview of Freshsales Benefits

Many good words were told on Freshsales behalf, but which are the things that really distinguish this CRM? For the purpose of answering this question, we have examined the benefits it has provided to its current users. These are the positive cues you can expect:

Email Tracking

Sales reps and agents certainly appreciate the possibility to see who has opened their emails, and who has ignored them. As simple as it sounds, this is still the best practice of discovering who is interested in a product, and should therefore be prioritized for nurturing. Another catchy feature is that Freshsales allows your team to send bulk emails drafted on personalized templates, schedule those and sync them with your calendars, and relate them automatically to your contact records to export all relevant information. The system is particularly selective when it comes to depicting metrics, which means it will spot all relevant details in the email without you triggering a single action for the purpose.

Direct Calls

Freshsales is one of the rare systems which allow calls to be directly transferred to it, and doesn’t involve any hardware or software installations for the purpose. Users won’t waste money or time migrating data to this system in order to follow the history of their conversations, assign numbers or notes to their contacts, or call them automatically. What is even better, they get to use an auto-dialer, route calls, create personalized welcoming messages, ID their callers, and track the performance of the reps who are receiving those calls.

Event Tracking

What is critical for a CRM system, and yet often neglected, is the capacity to track previous conversations on dot and use them to plan communication. With Freshsales, it is considerably easy to peak within the contact’s history while you’re communicating with them, discover what has indeed piqued their interest, and how they interact with your product. Needless to say, this is the easiest way to close deals with hot leads and relevant contacts. You will probably love how this feature looks: once you run the system, you will discover a neat timeline where contacts are segmented on the basis of their behavior, and listed with all emails and engagement information to let you score them easily.

Lead Management

As we already mentioned, a good CRM is not only supposed to attract leads and discover where they come from, but to manage them appropriately so that they can become loyal users. Freshsales  does a very good job in terms of contact management, mostly due to the 360 degrees-view on all conversations and relevant details, and the advanced differentiation between pending, won, and lost deals. The system is packed with notifiers that make sure you will never forget an appointed meeting/task, among which the brand new jot down notes and comments.

Sales Management

Freshsales is foremost a sales CRM, so it is worth noting that it offers full visibility on all stages of the sales process. As you move up the deal ladder, Freshsales will make it easy to sort and filter close dates, distinguish bestsellers, and make sudden changes for all actions. It is where the system’s handy drag-and-drop navigation is most useful: in few seconds and with few moves, you can customize follow ups, analyze wins and losses, identify trends, or spot bottlenecks that have been slowing your performance down. The very same system can be used to track deals on the go and from mobile devices, find locations and fix personalized meetings with customers and collaborators, and track the age of the deal to change its stage with ease.

Analytics & Reporting

The important highlight of Freshsales is not only how it receives information, but also the array of possibilities it provides for users to manage this data once they have it available. Along with the suite of default reports (pipeline, territory, email reports, and much more), Freshsales makes it possible to build custom reports for every contact, deal, or opportunity. Plus, all reports can be generated at any point in time, so that the user can summarize information when changing the course of his campaigns. Recently, developers expanded their modern analytic suite with sales activity and trendline reports, which give users an even clearer picture of how their sales strategies are progressing. An interesting new feature are also phone activity reports, used predominantly to monitor and compare the performance of sales reps.

Outstanding customer support

As experienced Freshdesk users we are already familiar with the fact that we can rely on this company, and count on a knowledgeable technical team to answer all of our questions. The same customer care logic applies for Freshsales, where support is not limited to a particular plan. Instead, all users get access to a rich knowledge base, where they can learn how the system works, or capture tips related to lead management, tasks, appointments, deals, and a variety of technical admin settings. A large portion of their experts’ articles are devoted to reporting, and make it possible for users to learn how to perform complex matrix analytics, and import/export data in and from the system. In case the solution you need is not already in the database (doesn’t happen often), you can contact professionals 24/7 using the live chat feature, phone call, or email.

Seamless integrations

Freshsales will obviously support your Freshdesk tickets with all details and relevant rep conversations displayed on comprehensive lists. It is thanks to this integration that you can understand how customers feel about your product, and make accurate predictions about renewal and eventual purchases. Furthermore, you get to resolve your CRM tickets using the same platform, as you can easily update any field property, and keep everyone in the team on the same page.

Freshsales is also flawlessly integrated with Google Calendar and Segment, which allows you to be in full control of your events, making you less likely to miss a meeting or a client’s appointment. In fact, you can sync all events and scheduled demos, and track them from your mobile device, wherever you are.

Overview of Freshsales Features

  • Advanced Lead Scoring
  • Interactive Pipeline Management
  • Integrated Phone & Email.
  • Email Tracking
  • Sales Campaigns
  • Personalize Templates
  • Insightful Email Metrics
  • Team Inbox
  • Sales First Inbox
  • Open & Click Notifications
  • Email Scheduling
  • Calendar Sync
  • 2 – way Email Sync
  • Email-to-Lead, Forward Emails
  • Click to Call
  • Entire Conversation History
  • Assign Phone Numbers
  • Automated and manual Log Calls
  • Personalized Welcome and Voicemail Messages
  • Forward Call
  • Record Calls
  • Tasks & Appointments
  • Call History
  • Phone Activity reports
  • Caller Display
  • In-depth Customer
  • Insights
  • Website and in-app Tracking
  • Activity Timeline
  • Behavior-based Segmentation
  • Web-to-Lead
  • Smart Fields, 360° Customer View
  • Lead Scoring
  • Auto Profile Enrichment
  • Team Segmentation
  • Auto Lead Assignment
  • Appointments
  • Tasks and Notes
  • Jot down notes
  • Change stage with ease
  • Track deals on the move
  • Fix meeting, find location
  • Custom Views
  • Automation
  • Bulk Actions
  • Role-based Access
  • Visual Sales Pipeline
  • Deal Status, at a glance
  • Simple drag and drop Navigation
  • Action-oriented Follow Ups
  • Track deals on the go
  • Deal age
  • Mobile Integration
  • Deal Funnel View
  • Filter and Sort Deals
  • Customize Sales Process
  • Pipeline Dashboard
  • Lost Deal Analysis
  • Customized Reports
  • Visual Sales Reports
  • Revenue Analytics
  • Deeper Analytics
  • Preview Reports
  • Sales Activity Reports
  • Trendline Reports
  • Territories and Territory Reports

What Problems Will Freshsales Solve?

  1. Sales teams are often forced to use three different tools for their everyday work, namely a marketing automation tool for email campaigns, a phone system to make calls, and an email inbox to contact customers. Freshsales integrates these three core tools in one system thus saving teams money & time.
  2. As the number of leads grows, companies find it difficult to distinguish hot leads who intend to buy from cold ones. Freshsales’ automated lead scoring, and helps sales team contact the right leads at the right time.
  3. Sales teams often rely on Google and LinkedIn search to find more information about a lead. Freshsales’ Auto-profile Enrichment automatically maps the social accounts of the leads in the system.

Awards & Quality Certificates

Freshsales Position In Our Categories

Position of Freshsales in our main categories:

10

Freshsales is one of the top 10 CRM Software products

3

Freshsales is one of the top 3 Sales Software products

10

Freshsales is one of the top 10
CRM Software products

3

Freshsales is one of the top 3
Sales Software products


Freshsales is also listed in the following subcategories:

Category:Position:Category:Position:
Contact Management Software#2 Lead Management Software#3
Online CRM Software#6 Sales Management Software#1
Social CRM Software#6
Category:Position:
Contact Management Software#2
Lead Management Software#3
Online CRM Software#6
Sales Management Software#1
Social CRM Software#6

Each enterprise has different needs and requires a system that can be customized for their size, kind of staff members and clients, and the specific industry they are in. For these reasons, no software can offer perfect functionality out-of-the-box. When you try to find a software product, first be sure what you need it for. Read some Freshsales reviews and ask yourself do you want basic functionality or do you need sophisticated tools? Are there any industry-specific features that you are seeking? Obtain the answers to these queries to assist your search. There are plenty of elements that you need to consider and these include your budget, particular business needs, your company size, integration needs etc. Take your time, check out a few free trials, and finally choose the system that provides all that you want to enhance your organization competence and productivity.

How Much Does Freshsales Cost?

Freshsales Pricing Plans:

Freshsales offers three SMB and enterprise pricing plans, but also a completely free one for startups and small companies. A 30-day free trial plan is also available so you can easily try out all key features of the software. You can sign up for Freshsales free trial here.

Here is what you get in each of the plans. You can also find more information on Freshsales pricing here.

Sprout – Free

  • Leads, Contacts, Accounts & Deals
  • Customizable Sales Process
  • Phone & Email
  • Basic Lead Scoring
  • Freshdesk Integration

Blossom – $12/user/month (billed annually)

  • All Sprout Plan Features
  • Deal Funnel View
  • Real-time Email Tracking
  • Templates & Notifications
  • Google Calendar Integration

Garden – $25/user/month (billed annually)

  • All Blossom Plan Features
  • Custom Reports
  • Auto Profile Enrichment
  • Lead Assignment Rules
  • Territories

Estate – $49/user/month (billed annually)

  • All Garden Plan Features
  • In-App Event Tracking
  • Website Events Tracking
  • Segment Integration
  • Advanced Lead Scoring

User Satisfaction

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Freshsales reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Freshsales. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

18

NEGATIVE SOCIAL MENTIONS

1

Video

Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • USA
  • UK
  • Canada
  • International
  • Germany
  • Spain
  • France
  • Italy
  • Dutch
Pricing Model
  • Free
  • Monthly payment
  • Annual Subscription
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted
  • Open API

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE NO.
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

What are Freshsales pricing details?

Freshsales Pricing Plans:

Freshsales offers three SMB and enterprise pricing plans, but also a completely free one for startups and small companies. A 30-day free trial plan is also available so you can easily try out all key features of the software. You can sign up for Freshsales free trial here.

Here is what you get in each of the plans. You can also find more information on Freshsales pricing here.

Sprout – Free

  • Leads, Contacts, Accounts & Deals
  • Customizable Sales Process
  • Phone & Email
  • Basic Lead Scoring
  • Freshdesk Integration

Blossom – $12/user/month (billed annually)

  • All Sprout Plan Features
  • Deal Funnel View
  • Real-time Email Tracking
  • Templates & Notifications
  • Google Calendar Integration

Garden – $25/user/month (billed annually)

  • All Blossom Plan Features
  • Custom Reports
  • Auto Profile Enrichment
  • Lead Assignment Rules
  • Territories

Estate – $49/user/month (billed annually)

  • All Garden Plan Features
  • In-App Event Tracking
  • Website Events Tracking
  • Segment Integration
  • Advanced Lead Scoring

What integrations are available for Freshsales?

Freshsales is an open API system, meaning that you can easily integrate it with every business system or application you are using. At the moment, the system functions flawlessly with Freshdesk, Google Calendar, and Segment. Visit their official website, or contact an agent for detailed instructions.

User reviews


User reviews in total: 9

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The most favorable review

Roger

2 months ago


Pros:
I really like Freshsales and everything about this solution. I can easily set up account by using its features. The UI is seamless and intuitive onel. It offers great set of features that provide us with neccessary insights that are helpful for closing deals. I personally like the in-app email notifications, website visitor analytics and segmentation and automatic profile enrichment.

Cons:
They could make follow-up emails automated based on prospect’s behavior.

The least favorable review

Lila

2 months ago


Pros:
You can quickly and easily use Freshsales, all you have to do is to sign up for an account, change some email options and get started. It doesn’t require too much tweaking because everything is simple and the tool is self-explanatory. I like the integration with Zapier, and I like that sign up request means that you have lead into Freshsales and then you can convert them to contacts as soon as their account is setup.

Cons:
The email text box is small and this means that I have to scroll on longer messages in order to find what I’m looking for.

Published 2 months ago
Verified
user
I really like Freshsales and everything about this solution. I can easily set up account by using its features. The UI is seamless and intuitive onel. It offers great set...



What do you think about this review? Great Poor
Published 2 months ago
Verified
user
You can quickly and easily use Freshsales, all you have to do is to sign up for an account, change some email options and get started. It doesn’t require too much...



What do you think about this review? Great Poor
Published 3 months ago
Verified
user
I have great experience with Freshsales, I tried Salesforce, Sugar and Nimble and as far as I can tell Freshsales offers huge amount of features that are great for...



What do you think about this review? Great Poor
Published 3 months ago
Verified
user
What I like most about this tool is the fact that I can easily manage leads from one place. I cans end emails, track pipelines, winnig deals and managiong calendar in...



What do you think about this review? Great Poor
Published 6 months ago
Verified
user
I was searching for a solution that could help me to manage the CRM. Freshsales offers great tools that are great and valuable for following our leads, converting them...



What do you think about this review? Great Poor
Published 6 months ago
Verified
user
I like that we can manage leads easily and put all data on each client. This is great solution for team work because I can assign tasks to my co-workers. I get email...



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Published 6 months ago
Verified
user
Thanks to 2-way email tracking and bulk email functions we can save lot of times and we are able to connect and interact with customers in real time. We are now more...



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
I have tried lot of similar CRM products but Freshsales is something different. It integrates perfectly with other products and it has built-in phone, it has bulk email...



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
As data analyst I need a solution so I can manage CRM without wasting too much time on it. Freshsales does the job because it provides me full set of functionality for...



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