Freshworks CRM is a next-generation customer engagement platform that combines the best features of a sales CRM with powerful marketing automation features. This helps businesses foster a stronger relationship with their customers, which in turn increases retention and improves sales. It’s perfect for businesses that want their sales and marketing teams to attract and manage leads and close deals using only one, cohesive software. Salespeople will have access to information and tools to help them know who they are selling to, while marketing people can better understand their target customers.
Freshworks CRM is made up of three modules to address your specific business requirements. If you need to focus on sales, Freshworks CRM Sales Cloud can be an excellent choice. It’s an end-to-end solution for sales teams when it comes to attracting leads, automating sales processes, gaining insights on the best deals to go after, and closing deals.
With built-in communication tools like email, instant messaging, and telephony, sales professionals can nurture customer relationships in one place, making them more organized and efficient in performing their daily activities. For instance, client calls can be made by simply clicking contact numbers directly on the platform. Plus, the auto-profile enrichment feature automatically adds publicly listed information about your leads and contacts so you don’t have to waste time searching and updating information manually. Details on a customer’s profile appear on a single page to help you reply with more context when conversing with clients.
On the other hand, if you want to boost your marketing results, Freshworks CRM Marketing Cloud can help. Using its reports dashboard and analytics tools, you can gain insights about your customers’ behavior. You can use this information to develop new products and services or deliver more personalized buyer experiences. Moreover, automation tools for email communication can help make a marketer’s life easy as it sends targeted and relevant content to nurture prospects and turn them into qualified leads.
Finally, if you need a platform that can strengthen the partnership between your marketing and sales teams, consider Freshworks CRM Customer-for-Life Cloud. It breaks down silos by integrating Sales Cloud and Marketing Cloud functionalities, which makes it possible for your sales and marketing people to have a 360-degree view of customers.
For example, if your marketing team wants to run a targeted campaign, they can refer to the conversations between sales reps and customers to identify what pain points need to be addressed. Salespeople, meanwhile, can get real-time updates on sales-ready leads since marketing can upload them directly into the CRM. With Freshworks CRM Customer-for-Life Cloud, you can align sales and marketing activities so each department receives the right customer insights at the right time across all touchpoints.
Freshworks CRM integrates with well-known business apps like Hubspot, Mailchimp, Quickbooks, and Slack. This makes it easy to use with software your team might already be using. It also has API access for those who need to develop custom integrations and mobile support features, including offline capabilities.
Show MoreStrongly connect your sales and marketing teams
Marketing people do a lot of work in running campaigns for lead generation and maintaining engagement with leads to keep them warm. Salespeople are also equally responsible for converting leads into paying customers by sending them emails, follow-ups, or setting product demos. All these activities produce a lot of scattered customer information and insights if your sales and marketing teams use different business tools to complete their work.
Freshworks CRM breaks sales and marketing silos and provides visibility throughout the customer journey. It deeply integrates sales CRM features with marketing automation so all the data and tools you need to better understand your customers can be easily accessed in one location using just one software solution. The platform strongly connects sales and marketing to help your teams create meaningful and personalized customer journeys.
Have relevant conversations with customers
It’s hard to connect with customers and deliver excellent service when data is scattered all over the place. Freshworks CRM’s contact landing page stores all customer information and interaction on a single page so salespeople get a unified view of all activities related to a specific client. The Activities Dashboard and Activities Timeline make it easy to track the buyer’s journey by showing assigned agents handling a task or what stage the customer is at in the buying process.
Marketing, on the other hand, can also use interaction history to dive deep into a customer’s engagement level. They can review the context of the interactions, get context from those, and then plan their customer messaging accordingly.
Improve sales pipeline management
Important files, data, and tasks can easily get buried under other matters when things get busy in the workplace. Freshworks CRM uses a visual sales pipeline so that your sales and marketing team can have an overview of the progress of each deal or campaign.
The Freshworks Deals page, for example, is presented in a Kanban board layout where users can quickly see the status of each deal. You can customize deal categories based on your company’s pipeline. For example, you can make categories for new deals, deals under negotiation, upcoming meetings with clients, and admitted deals.
Aside from tracking deals, the visual pipeline allows you to add tasks, set up meetings, make calls using the built-in phone dialer, and send emails on any deal card. It’s also possible to filter deals based on the agents handling them, which comes in handy when doing reports or checking the performance of your team members.
Increase engagement and retention
Highly engaged customers are willing to spend more on your products and are more likely to remain loyal to your brand. But as your organization grows, it can be difficult for marketers to keep up and provide a high-quality customer experience for every buyer.
This is where Freshworks CRM can make a difference. Its powerful features such as email marketing, marketing automation, and customer segmentation work together to empower your marketing team to meet the ever-evolving expectations of customers.
Email marketing tools, for example, can help you nurture customer relationships via beautifully designed emails with targeted, personalized content. Email automation, meanwhile, can help counter the time-consuming nature of email marketing by allowing you to set predefined rules for sending out emails. You can target recipients based on demographics, previous engagement with your company, behavior, etc. You’ll never miss an opportunity to engage with your customers and convert them.
Find the best sales lead
Leads are important to sales, but how can you know which ones are promising and will lead to a close?
Freshworks CRM has Freddy AI. Powered by artificial intelligence, Freddy AI provides lead scoring and insights into the best leads based on sales-ready buying signals and behaviors. AI-driven insights allow your salespeople to spend more time on taking actions to make a sale and less on guesswork. Through lead scoring, they can see which leads need follow-ups and nurturing and which ones are ready to buy.
Show MoreFreshworks CRM Pricing Plans:
$0
$29
$69
$125
$0
$29
$59
$99
$0
$19
$59
$99
Freshworks CRM Pricing Plans:
$0
$29
$69
$125
$0
$29
$59
$99
$0
$19
$59
$99
Freshworks CRM offers free plans and three types of paid plans for each of its products.
I. Customer For Life Cloud Pricing
Free Plan
Growth – $29/user/month, billed annually (or) $35/user/month, billed monthly
Pro – $69/user/month, billed annually (or) $85/user/month, billed monthly
Enterprise – $125/user/month, billed annually (or) $149/user/month, billed monthly
II. Sales Cloud Pricing
Free Plan
Growth – $29/user/month, billed annually (or) $35/user/month, billed monthly
Pro – $59/user/month, billed annually (or) $69/user/month, billed monthly
Enterprise – $99/user/month, billed annually (or) $119/user/month, billed monthly
III. Marketing Cloud Pricing
Free Plan
Growth – $19/user/month, billed annually (or) $25/user/month, billed monthly
Pro – $59/user/month, billed annually (or) $69/user/month, billed monthly
Enterprise – $99/user/month, billed annually (or) $119/user/month, billed monthly
We realize that when you decide to buy a CRM Software it’s crucial not only to see how experts evaluate it in their reviews, but also to discover whether the actual clients and enterprises that use these solutions are actually satisfied with the service. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Freshworks CRM reviews across a vast range of social media sites. The data is then presented in an easy to digest form indicating how many users had positive and negative experience with Freshworks CRM. With that information available you will be equipped to make an informed business choice that you won’t regret.
Devices Supported
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Freshworks CRM integrates with many popular business applications. It also offers API access so you can develop new integration for your organization.
Freshworks CRM average rating:
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ADD A REVIEWThe most favorable review
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
PROS: Easy to set up and use, lots of features, integrates with Freshdesk ticket system and Freshchat.
CONS: If you customers don't speak english forget about using this CRM as you cannot create a fully internationalized experience for your customers and Freshsales literally don't care. After subscribing as a lead to the CRM there is a ugly non customizable page that customers arrive on which says you subscribed successfully in english and this cannot be changed or styled. When you talk to support they claim this is not a problem and that it is not a priority apparently because not enough customers have requested the change (obviously they have more english speaking customers than non english speaking hence there will never be enough requests to make it a prio over english speaking customers requests). They cannot even say when they will fix this issue, not even say within a year, they literally told us it is not on their agenda and they can do nothing about it. In general any bug or problem you have will never get fixed by support and I don't think they ever even bring it up with there dev team, they will only refer you to documentation and then make excuses for months and months and months until you give up asking. Its a real shame as the CRM has a lot of great features, is easy to us, but is let down by vital missing features and their terrible support, and the dev team who release features and removes them without notifying any customers and don't care that it caused you problems in the process.
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CRM is not suitable for Non English Speaking Customers
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PROS: Easy to set up and use, lots of features, integrates with Freshdesk ticket system and Freshchat.
CONS: If you customers don't speak english forget about using this CRM as you cannot create a fully internationalized experience for your customers and Freshsales literally don't care. After subscribing as a lead to the CRM there is a ugly non customizable page that customers arrive on which says you subscribed successfully in english and this cannot be changed or styled. When you talk to support they claim this is not a problem and that it is not a priority apparently because not enough customers have requested the change (obviously they have more english speaking customers than non english speaking hence there will never be enough requests to make it a prio over english speaking customers requests). They cannot even say when they will fix this issue, not even say within a year, they literally told us it is not on their agenda and they can do nothing about it. In general any bug or problem you have will never get fixed by support and I don't think they ever even bring it up with there dev team, they will only refer you to documentation and then make excuses for months and months and months until you give up asking. Its a real shame as the CRM has a lot of great features, is easy to us, but is let down by vital missing features and their terrible support, and the dev team who release features and removes them without notifying any customers and don't care that it caused you problems in the process.
You can manage all your work from single platform
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PROS: 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 real time from dashboard. I personally like the email tracking feature because It provides me with full information about those who viewed the email.
CONS: I haven’t run into some issues or something that I might dislike about this tool.
I find this to be an exceptional CRM.
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PROS: We run a unique business. We have a differen approach of generating leads and organizing accounts. Freshsales assisted us in every step to create a CRM that functions with the needs of our company. We've scheduled a lot of calls from their team. Their support team is professional, helpful, and very polite in answering all our inquiries.
CONS: There's nothing really wrong with the platform that I hate. Our company had to deal with challenges in landing a CRM that caters to our specific needs. We test most CRMs in the market. Turn out, Freshsales has met a majority of our needs compared to other platforms.
An excellent system with responsive support.
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PROS: We like how easy it is to make customizations. We also like how the Freshsales team is constantly available for phone calls for any tech problems. The flow of the pipeline is clear and prompts that are purposely set up for every deal are on the same page. It also encourages us to push the deal forward.
CONS: The only difficulty that we faced is that there have been times when redundant fields are displayed. Certain glitches can be seen in the Quickbooks integration. It'd be nice if there's a colour cue in case a deal gets stalled at a specific stage.
Freshsales offers great set of features and it has one of the best customer services
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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.
Smooth as butter and simple to use.
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PROS: I like the Kanban function with deals. I love filtering out my customers/deals or leads filtered according to my preferences. I get to keep my leads/contacts/companies separated while showcasing relationships of all parties. When it comes to online support, Freshsales is fantastic since you get answers almost immediately.
CONS: There's currently no dashboard available in their Garden plan. There are issues connecting customers between this tool and Freshdesk. Training requires further attention regarding content being covered during webinars and taking part in the test. If training is a lot more interactive webinars, then dealing with situations imposed by questions in a test can be answered.
Sales is what we’re about.
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PROS: It gives my team and I the freedom to send out drafted emails with on a customized pattern then setting a timetable for those, and synchonizing them with calendars. I can automatically get them to our contact records to have all the pertinent details exported. I love using it!
CONS: I didn't run into any issues with this tool. As for my team, they're totally happy using it. The best thing with this is that it can help us be more productive.
Samuel Guimaraes
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PROS: The good thing with this is that you can monitor all activities you've made with the customer. It's a big help especiall when trying to meet the goals that our boss has proposed for us. In addition, it lets us know on how we can close a deal. It has loads of information. Plus it has tutorials that are easy to understand.
CONS: It's hard working with its especially when the internet starts to slow down. That means it would entail one to have a very fast internet connection to run this platform. It gets crazy at times when trying to get to the database. We can't export the .CSV information from our own data feed sheet.
It offers lot of features and functionality and it is extremely simple and easy to use
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PROS: 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 sales leads, and it shows me ways to interact with my current customers. I like that I can track potential customers and leads. Its interface is clean and straightforward and it is highly customizable. Thanks to its mobile apps I can keep track of records and track numbers and emails in less than no time.
CONS: It can be really frustrating when I need to delete huge amount of records manually.
Easy to handle and accessible.
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PROS: It gave lots of opportunities to help me concentrate on my sales. When I use it, I saved a ton of resources and time. The app does a tremendous job assigning potential customers. I create my own meetings and tasks while receiving email alerts. I feel like are robust featuers that can help you succeed in business.
CONS: At times, it runs really slow. I'd like it if it runs a little faster. What's more, our customers want to create an integration with social media channels like Facebook, Twitter, and etc... I'm also in need of increasing the comments section while being given the freedom to make font customizations.
A great platform to have for prospecting as well as closing deals.
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PROS: There are a ton of reasons to love this platform. It can actually help in prospecting and closing deals. It comes with a fantastic UI. It's a lot better than other CRMs in today's market. It comes with a great points system to have good leads qualification. It also has an integrated phone number that can be activated for logging and recording calls straight to the CRM platform.
CONS: It'd be nice if you're given the ability to manage system scores for leads qualifications. In addition, customer support could respond a bit quicker when dealing with issues. For instance, we were close to a week with an issue. Answers for every question that we had came every couple or so days when there was something important.
It has wonderful feature and simple set up process
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PROS: 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 focused on our core business. The set up is easy and straightforward and if you run into some issues or misunderstanding you can always rely on product’ support service.
CONS: I’d like to have options to disable or at least hide some standard fields and elements so I can make the workflow even more easier, because there are some functionality that do not serve our business needs so we’d like to hide them.
You can make this excellent tool your own.
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PROS: I like everything it has to offer. I like how you can customize things. The support team has been nothing short of fantastic. Pleasant user interface experience. Functionality is excellent. This is a system that takes a bit of time to develop. I gets better with time. The implementation was helpful for our development.
CONS: One of the biggest difficulties that I had to face was creating everything from scratch. Implementation appears to be a bit slow. The great thing with HubSpot or Salesforce is that they've done those things a million times. As a result, they've got templates for it.
This is wonderful lead solution
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PROS: 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 notifications whenever client checks on an email.
CONS: I don’t like that ranking points of a lead stop rise when changing some information that wasn’t accurate or when I need to add new camps and info. It would be great if the points rise up whenever client shows some interest such as feedback. Also, they could add option to clean data.
Valuable solution with affordable price
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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.
Affordable, simple and perfect CRM solution
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PROS: 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 functionality, gmail integration, provides notifications. You can have lot of options, capabilities and functionalities by paying for one product like Freshsales. The other good thing is that it doesn’t require managing everytime when we have orders and this saves us lot of time and energy.
CONS: They could add more features for reports. Also, I’d like to see the phone interface changed. Before Freshsales we had used other similar solution and as far as I can say that we won’t go back to the previous one or trying to search for new one.
Know your customers thoroughly.
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PROS: It appears to have rapidly improved. You'll realize that it offers a combination of just about every Sales CRM there is. Anything that appears relevant to a contact can be see in the comprehensive page. Interactions with other people that can't be spotted in your contact list can automatically receive additional leads.
CONS: It appears the contact sync isn't available. We wanted to depend on Zapier to synchonize directly with Google. Pricing will be more expensive as you move up to higher tier plans. Its iOS app isn't formatted for the iPhone X and it doesn't look polished.
One of the best CRM solutions
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PROS: 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 running our services. The system is intuitive, easy to use and its UI is simple and straightforward. There are lot of things that I like about this tool, like email tracking, read receipts, reply notifications. I can respond to emails and keep in touch with our customers in real time.
CONS: They could enlarge the size od the data entry box when replying to an email, I believe they will work on this issue.
Freshsales does the job
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PROS: 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 and keeping in touch with the existing ones. It is great tool for converting leads into customers and thanks to its score system we are able to highlight those who are interested in our services and products. The UI is fresh, everything in perfect order and seamless.
CONS: They could make the dashboard more powerful when controling data.
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CRM is not suitable for Non English Speaking Customers
Read full review >Overall impression
Customer Support
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You can manage all your work from single platform
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Customer Support
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I find this to be an exceptional CRM.
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Customer Support
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An excellent system with responsive support.
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Freshsales offers great set of features and it has one of the best customer services
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