Freshsales Overview

What is Freshsales?

Freshsales is a sales CRM software by Freshworks that makes it easy for businesses of all sizes to attract, manage, close, and nurture their leads. With a highly intuitive UI and a powerful feature set including built-in phone and email, AI-based lead scoring, visual deal pipeline, intelligent workflow automations, and customisable visual reports and dashboards, Freshsales gives businesses everything they need to manage and scale their sales without having to juggle multiple tools. Freshsales is GDPR compliant and has several GDPR specific features and enhancements. The Freshsales marketplace currently hosts over 75 apps that can be seamlessly integrated with it to enhance productivity.

Some of the key features in Freshsales include:

* Built-in phone and email
* Two-way Email Sync
* AI-based lead scoring
* Workflow automation
* Visual sales pipeline
* iOS and Android Apps

The built-in email with two-way email sync ensures that sales reps never have to leave the CRM to access their email inbox. Email tracking features enable users to know when and how many times an email was opened, or a link was clicked on. Users can also create personalised sales campaigns using email templates. Insightful email metrics helps users understand which emails are performing well and which aren’t.

Freshsales comes with a built-in phone powered by Freshcaller which enables direct calling with a simple click on a contact’s phone number. Users can set up buy local numbers, enable call recording, and set up IVRs in a matter of minutes. Users can also add notes, schedule tasks, as well as make appointments.

The 360-degree view gives users in-depth customer insights on prospects allow users to plan relevant conversations and keep track of touchpoints using the activity timeline. Freshsales collects data and segments activities based on a contact’s behavior. Users can get perspective on leads with advanced lead scoring, and prioritize important follow-ups.

The visual sales pipeline provides complete visibility of deals across various stages. Users can sort and filter by close dates, helping to make more guided decisions for climbing up the sales ladder. The drag and drop navigation enables users to move deals across the sales pipeline into any stage.

Visual sales reports and revenue analytics monitor sales progress and identify successful campaigns by source, sales rep, territory, and more. Freshsales mobile apps for iOS and Android lets users access deals while on-the-move and stay up-to-date on prospects at all times.

Freshsales Overview

Pricing

Starting from
US$12.00/month

Pricing options

Free Trial
Free
Subscription
Value for money

SPROUT: Free for Unlimited Users

BLOSSOM: $12/user/month billed annually, $19 month-to-month.

GARDEN: $25/user/month billed annually, $35 month-to-month.

ESTATE: $49/user/month - billed annually, $65 month-to-month.

FOREST: $79/user/month - billed annually, $99 month-to-month.


Freshsales Features

Devices
Business size
S M L
Markets
Asia, Australia, Brazil, Canada, Europe and 5 others, Germany, India, Latin America, Mexico, Middle-East and Africa
Supported Languages
Chinese (Traditional), Dutch, English, French, German and 5 others, Italian, Polish, Portuguese, Russian, Spanish

Screenshots

Freshsales screenshot: Get complete visibility of deals across each stage,
Freshsales screenshot: Get complete visibility of deals across each stage, Freshsales screenshot: Just click the phone number to place calls directly from Freshsales Freshsales screenshot: A 360° customer view provides complete details about customers including conversations, deals, tasks, appointments, and more Freshsales screenshot: Reach out to prospects within seconds by sending personalized bulk emails right from Freshsales Freshsales screenshot: Prioritize follow-ups by those who are sales-ready and those who require nurturing Freshsales screenshot: Understand sales results instantly with elegant, graphical tables and charts Freshsales screenshot: Pull out revenue metrics from the Freshsales database by source, sales rep, territory, and more Freshsales screenshot: Collaborate with the team on tasks and schedule meetings or demo appointments with prospects and customers Freshsales screenshot: 360° customer view, on the go Freshsales screenshot: Move leads up the sales ladder in a tap

Freshsales Reviews

Freshsales Reviews

Overall rating
4.7
/
5 440 reviews
Excellent
325

Very good
93

Average
15

Poor
3

Terrible
4

Value for Money
4.6
Features
4.5
Ease of Use
4.6
Customer Support
4.6
95% recommended this app
Wolfgang B.

Freshsales allows for a quick start

To convince my companies boss to go with and acquire Freshsales was very easy. The daily joy and enthusiasm working with this programme showed in givng great results in a very short time. Upload data, create a mailing template, select clients, press the bulk e-mail button and wait. Shortly you can see who received and opened your mail and also if they clicked any links in e-mail provided. A perfect indicator to catch your clients just when they are also online viewing your information to follow up, if that's a strategy you desire. We are working less aggressively, so knowing that the e-mail was opened is enought to e.g. follow up with a second mail or whatever you have automated your workflow with. The opt-out option for mail receivers automatcally renders that client as unqualified and will not be disturbed by mistake anymore. Finally, I just like to say that I only use about 10% of Freshsales potential and get the desired results. Remember, keep it simple. I am really looking forward to optimize certain features and procedures in the future. And I know I can count on customer support again to guide me. Step by step. I try not to overload them, because I myself with a customer support background understand the work they do and they do a great job.


Aatish R.

Just the push your sales team needs!

FreshSales has helped me in -
1. Delegating tasks to the team
2. Tracking of team activity / performance
3. Increase accuracy of sales forecast
4. Identifying neglected contacts in the database


Maciej N.

Great CRM for consultants

I work alone. The software meets my needs in helping me track my interactions with clients. What I like in CRM system is it's easily accessible and quick to use, so it does not slow down my activities, but instead helps me be more productive. And Freshsales does that well.


Travis S.

Who is salesforce?

Slow to start but now there is no looking back. In this day of age it's all about tracking and setting up your future business for success. After a few years the system builds out pretty much every contact with every company that we will ever need besides new companies.


Verified Reviewer

Lots of issues w/ CRM migration + bugs

Overall very disappointed - we have had expensive downtime for our sales team, actual downtime from our customers not being able to use our software due to their tracking snippet and hours spent going back and forth with their support team not getting to a resolution. Amazing they have raised so much money and have not been able to address these issues. Doesn't feel like a production ready software product.


Wolfgang B.
Industry: Marketing & Advertising
Company size: 13-50 Employees

Freshsales allows for a quick start

Used Daily for 1-5 months
Reviewed on 05/10/2018
Review Source: Capterra

To convince my companies boss to go with and acquire Freshsales was very easy. The daily joy and enthusiasm working with this programme showed in givng great results in a very short time. Upload data, create a mailing template, select clients, press the bulk e-mail button and wait. Shortly you can see who received and opened your mail and also if they clicked any links in e-mail provided. A perfect indicator to catch your clients just when they are also online viewing your information to follow up, if that's a strategy you desire. We are working less aggressively, so knowing that the e-mail was opened is enought to e.g. follow up with a second mail or whatever you have automated your workflow with. The opt-out option for mail receivers automatcally renders that client as unqualified and will not be disturbed by mistake anymore. Finally, I just like to say that I only use about 10% of Freshsales potential and get the desired results. Remember, keep it simple. I am really looking forward to optimize certain features and procedures in the future. And I know I can count on customer support again to guide me. Step by step. I try not to overload them, because I myself with a customer support background understand the work they do and they do a great job.

Pros

There is so much in Freshsales that it is impossible to list all the pro's. But only a few functions are needed to get started. Appart from easy accesible menus, logic selectable filters, customizable deal overviews, pipelines and workflow automatization, all you need to do is upload your client data from e.g. an Excel file and you are basically ready to roll. At every step getting to know Freshsales I was able to contact Customer Support via chat and was guided non-stop during my 30 day trial. You can even book sveral one on one remote sessions to have all your questions answered and shown on screen. The knowledge database also is very well organized with videos and FAQ's.

Cons

There is nothing bad I can say regards Freshsales. It's true, that there is a lot to take in. To get everything out of all the available features, there is a steep learning curve that leans towards a small portion of CRM administrational work. But if you wanna keep it simple, it lets you do that. Only if you start to work with more data, more clients, more workflows can it become a bit overbearing. But that's with every other CRM also.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Aatish R.
Industry: Mechanical or Industrial Engineering
Company size: 501-1,000 Employees

Just the push your sales team needs!

Used Daily for 6-12 months
Reviewed on 15/01/2019
Review Source: Capterra

FreshSales has helped me in -
1. Delegating tasks to the team
2. Tracking of team activity / performance
3. Increase accuracy of sales forecast
4. Identifying neglected contacts in the database

Pros

Comprehensive CRM tool which blends in with your e-mail box. Primary advantage is that it screens and displays e-mails only from the contacts listed in the CRM (no need to browse through internal / vendor communication, while searching for any e-mail). Further, it categorizes conversations corresponding to a particular person (contact), company or any deal. Also, including complete record of calls, e-mails, chat and other communication to one customer by various people in the organization

The ease of task delegation / collaboration with others in the team is a cakewalk with FreshSales. Another benefit is task, appointment reminders across time zones. In addition to this, it can also tag the location for the meeting accurately on google maps / Uber app.

Tracking of e-mails - it not only tracks if the e-mail is opened but records the number of times it has been opened with the respective time-stamp. One more highlight is the bulk e-mailing to the complete database at a single click. Importantly, the e-mails are recorded as individual emails to parties in your e-mail box with a metric analysis of opens, bounces, clicks of the shared hyperlink.

Second aspect to the CRM tool is the managerial feature of generating reports. It displays reports for all team members with respective sales activities, follow-ups, action items against every deal.

Access of complete database via the mobile App! This enables quick review and follow-up drastically reducing response time to customers.

Cons

A limitation observed is that the software takes longer time to load in case of heavily loaded database.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Maciej N.
Industry: Financial Services
Company size: Self Employed

Great CRM for consultants

Used Daily for 6-12 months
Reviewed on 12/02/2020
Review Source: Capterra

I work alone. The software meets my needs in helping me track my interactions with clients. What I like in CRM system is it's easily accessible and quick to use, so it does not slow down my activities, but instead helps me be more productive. And Freshsales does that well.

Pros

Pros are numerous - some of them are:
- integration with Exchange/Gmail for incoming mail,
- many plans to choose from,
- intuitive and easy to use,
- good mobile app

Cons

Not many cons. What I would like to see are more integrations. Especially with Todoist for task management (I've been using Todoist for years and it is just the most accessible and streamlined task management app).

I am not fully happy with the quality of customer support, but maybe I was just a bad luck (I do not require much of support).

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Travis S.
Industry: Electrical/Electronic Manufacturing
Company size: 501-1,000 Employees

Who is salesforce?

Used Daily for 1+ year
Reviewed on 11/12/2019
Review Source: Capterra

Slow to start but now there is no looking back. In this day of age it's all about tracking and setting up your future business for success. After a few years the system builds out pretty much every contact with every company that we will ever need besides new companies.

Pros

It's basically an easier, more functional, cheaper Salesforce. The nice thing about the Freshworks stuff is it all can be tied together. So your freshcaller can be push a case to Freshdesk or Freshsales.

Cons

I think the one thing about software and especially this type of software is that it's always frightening for other uses to get acquainted with it. I wish it had a nice little intro for our new sales people when they get started for the first time.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Verified Reviewer
Industry: Renewables & Environment
Company size: 2-10 Employees

Lots of issues w/ CRM migration + bugs

Used Daily for 1-5 months
Reviewed on 08/03/2019
Review Source: Capterra

Overall very disappointed - we have had expensive downtime for our sales team, actual downtime from our customers not being able to use our software due to their tracking snippet and hours spent going back and forth with their support team not getting to a resolution. Amazing they have raised so much money and have not been able to address these issues. Doesn't feel like a production ready software product.

Pros

Liked the featureset and price and the fact that they promised full migration support from our previous CRM. Unfortunately it did not turn out as advertised.

Cons

During the sales process I was told that they would provide full service assistance with migrating us from a previous CRM and this was a big reason why we picked Freshsales after a through search across the options in the market. They told us it would be completed by a certain date and then missed the deadline - my sales team had no CRM for over a week and was logging all their notes in spreadsheets! Then when the incomplete data showed up, we were missing the dates of actions along with whole categories of actions. I'm writing this 5mo later and after working with multiple support personnel from Freshsales this is still not resolved. We've also had issues with bugs in the software including their snippet which tracks website actions blocking folks from being able to login to our software 2x. Twice we've had slow performance on our web app reported (we run a software company) and our engineering team has troubleshot and pinpointed the Freshsales snippet as the source of the problem. The call feature with call recording is not usable with customers reporting choppy connection / poor connection on over 50% of calls. Numerous small bugs found in the software that affect usabiilty. We build software and it's very clear that they need improvements to their software testing process and less overpromising from their support team.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 2.0/10

User recommendation
9.2/10
Based on 440 user ratings
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Freshsales Pricing

Freshsales Pricing

Starting from
US$12.00/month
Free Trial
Free
Subscription
Value for money

SPROUT: Free for Unlimited Users

BLOSSOM: $12/user/month billed annually, $19 month-to-month.

GARDEN: $25/user/month billed annually, $35 month-to-month.

ESTATE: $49/user/month - billed annually, $65 month-to-month.

FOREST: $79/user/month - billed annually, $99 month-to-month.

SPROUT: Free for Unlimited Users

BLOSSOM: $12/user/month billed annually, $19 month-to-month.

GARDEN: $25/user/month billed annually, $35 month-to-month.

ESTATE: $49/user/month - billed annually, $65 month-to-month.

FOREST: $79/user/month - billed annually, $99 month-to-month.

Value for Money
4.6/5
Based on 440 user ratings
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Freshsales Features

Freshsales Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Calendar Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4.5/5
Based on 440 user ratings
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Categories

Videos and Tutorials

Videos and Tutorials

Additional information for Freshsales

Additional information for Freshsales

Key features of Freshsales

  • 360° customer view
  • Action-oriented follow ups
  • Activity timeline
  • Advanced lead scoring
  • Appointments, tasks and notes
  • Assign phone numbers
  • Auto lead assignment
  • Auto profile enrichment
  • Automatically log calls
  • Automation
  • Behavior-based segmentation
  • Bulk actions
  • Calendar sync
  • Call history
  • Caller display
  • Click to call
  • Custom views
  • Customize sales process
  • Customized reports
  • Deal funnel view
  • Deal status, at a glance
  • Deeper analytics
  • Email metrics
  • Email scheduling
  • Email tracking
  • Email-to-lead
  • Entire conversation history
  • Filter and sort deals
  • Forward call
  • Forward emails
  • In-depth customer insights
  • Insightful email metrics
  • Lead scoring
  • Lost deal analysis
  • Mobile integration
  • Open & click notifications
  • Personalize templates
  • Personalized welcome and voicemail messages
  • Pipeline dashboard
  • Preview reports
  • Record calls
  • Revenue analytics
  • Role-based access
  • Sales campaigns
  • Sales first inbox
  • Simple drag and drop navigation
  • Smart fields
  • Tasks & appointments
  • Team segmentation
  • Territory reports
  • Visual sales pipeline
  • Visual sales reports
  • Web-to-lead
  • Website and in-app tracking

Benefits

  • Built-in phone and email features enable users to make calls, send targeted emails, and keep in touch with prospects with a single click.

  • The 'email-to-lead' feature automatically links emails to the appropriate lead or contact’s record.

  • Users can auto-capture leads directly into Freshsales whenever a visitor completes a webform.

  • Freshsales' 'enrichment' feature automatically adds social information and photos to profiles.

  • The pipeline dashboard informs users on what needs to be done to move deals forward, identifies bottlenecks, and helps analyze lost deals.

  • Freshsales FAQs

    Freshsales FAQs

    Below are some frequently asked questions for Freshsales.

    Q. What type of pricing plans does Freshsales offer?

    Freshsales offers the following pricing plans:

    Starting from: US$12.00/month

    Pricing model: Free, Subscription

    Free Trial: Available

    SPROUT: Free for Unlimited Users BLOSSOM: $12/user/month billed annually, $19 month-to-month. GARDEN: $25/user/month billed annually, $35 month-to-month. ESTATE: $49/user/month - billed annually, $65 month-to-month. FOREST: $79/user/month - billed annually, $99 month-to-month.

    Q. What are the main features of Freshsales?

    Freshsales offers the following features:

    • 360° customer view
    • Action-oriented follow ups
    • Activity timeline
    • Advanced lead scoring
    • Appointments, tasks and notes
    • Assign phone numbers
    • Auto lead assignment
    • Auto profile enrichment
    • Automatically log calls
    • Automation
    • Behavior-based segmentation
    • Bulk actions
    • Calendar sync
    • Call history
    • Caller display
    • Click to call
    • Custom views
    • Customize sales process
    • Customized reports
    • Deal funnel view
    • Deal status, at a glance
    • Deeper analytics
    • Email metrics
    • Email scheduling
    • Email tracking
    • Email-to-lead
    • Entire conversation history
    • Filter and sort deals
    • Forward call
    • Forward emails
    • In-depth customer insights
    • Insightful email metrics
    • Lead scoring
    • Lost deal analysis
    • Mobile integration
    • Open & click notifications
    • Personalize templates
    • Personalized welcome and voicemail messages
    • Pipeline dashboard
    • Preview reports
    • Record calls
    • Revenue analytics
    • Role-based access
    • Sales campaigns
    • Sales first inbox
    • Simple drag and drop navigation
    • Smart fields
    • Tasks & appointments
    • Team segmentation
    • Territory reports
    • Visual sales pipeline
    • Visual sales reports
    • Web-to-lead
    • Website and in-app tracking

    Q. Who are the typical users of Freshsales?

    Freshsales has the following typical customers:

    Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

    Q. What languages does Freshsales support?

    Freshsales supports the following languages:

    Chinese (Traditional), Dutch, English, French, German, Italian, Polish, Portuguese, Russian, Spanish

    Q. What type of pricing plans does Freshsales offer?

    Freshsales has the following pricing plans:

    Free, Subscription

    Q. Does Freshsales support mobile devices?

    Freshsales supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Freshsales integrate with?

    Freshsales integrates with the following applications:

    Freshchat, Freshdesk, LeadsBridge, Mailchimp, Paperflite, PieSync, Toky, Workato, Wrike, hubsell

    Q. What level of support does Freshsales offer?

    Freshsales offers the following support options:

    FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials