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Freshsales CRM

Brand : Freshworks

Starting at ₹ 899

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Freshsales CRM is a cloud-based customer relationship management software that leverages a retail firm to see through the customers buying patterns to increase sales. It gives you a 360-degree view of individual customers and merges their experience within a unified platform. Freshsales CRM offers...Read more

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Freshsales CRM Software Pricing, Features & Reviews

What is Freshsales CRM?

Freshsales CRM is a cloud-based customer relationship management software that leverages a retail firm to see through the customers buying patterns to increase sales. It gives you a 360-degree view of individual customers and merges their experience within a unified platform. 
Freshsales CRM offers an intuitive module of its own that is known as Freshcaller, using which an enterprise can send targeted emails, make calls and reach out to relevant prospects in a single click. 

Admins can monitor individual deals across various pipelines and set goals for their sales team to achieve. Freshsales CRM offers customizable reports, making it more beneficial for companies in decision making. The software is completely safe to use and offers data protection in compliance with GDPR regulations. 

Pipeline Management and how it facilitates easy monitoring of deals?

  1. Pipeline Management: In most CRM systems, the term pipeline management designates the process of overseeing and directing future sales in various stages. Pipeline management enables CRM managers to accurately predict future revenues and make future strategies
  2. You can generate multiple pipelines within their sales CRM and monitor relevant deals in an accurate manner.
  3. Enterprises can set stage probabilities for individual deals. The weighted pipeline within the software will offer a detailed forecast of their sales stages. 
  4. Organizations can filter out deals and can take actions like sending bulk SMS, update the customer via email etc. They can also monitor the deals in a list view and configure individual columns to display the most important information. 
  5. Stagnant deals can be marked by assigning age mechanisms. Rotten deals get marked in red, enabling users to view which deals can still be revived.  

Pricing of Freshsales CRM

  1. Freshsales CRM is available as per the following pricing options: 
  2. Growth (₹ 749/user/month billed annually, ₹ 899/user, billed monthly): The plan is available for Rs.899 on a monthly basis for one user. 
  3. Pro (₹ 3239/user/month, billed annually, ₹ 3889/user, billed monthly): The plan is available at a price of Rs. 3889 on a monthly basis for one user. 
  4. Enterprise (₹ 4899/user/month, billed annually, ₹ 5879/user, billed monthly): The plan is available at a price of Rs. 5879 on a monthly basis for one user. 

 
Benefits of Freshsales CRM

  1. Better Communications: Freshsales CRM offers consistent communication between customers and employees, and leaves team members with no information gap.
  2. Better Collaboration: Freshsales CRM facilitates better collaboration between the sales, marketing, and support teams. It also reduces the response time for any ticket of complaint or request generated by a customer. 
  3. Push Notifications: With Freshsales CRM, employees get instantly notified when a new task or an individual lead is assigned to them. The software also offers relevant notifications about upcoming meetings. 

Comparison FreshSales CRM with other Sales CRM Software

  1. FreshSales CRM vs Pre Sales CRM
  2. FreshSales CRM vs Conduct Exam Sales CRM
  3. FreshSales CRM vs Bytepaper Sales CRM

Freshsales CRM Pricing & Plans

Growth
  • Contact Lifecycle Stages
  • Built-in Chat, Email, & Phone
  • Email Templates
  • Custom Fields
  • Basic Workflows
  • Contextual Collaboration with Slack
  • Product Catalog
  • Curated Reports
  • Freshworks Marketplace
  • 1 CPQ license
    • Users
    • Monthly
Starting at ₹ 899
Pro
  • Contact Scoring by Freddy AI
  • Custom Sales Activities
  • Advanced custom fields
  • Auto-assignment Rules
  • Territory Management
  • Sales Sequences
  • Rephrase, Expand, and Enhance text by Freddy AI
  • Bring Your Own Carrier (B.Y.O.C)
  • Multiple Sales Pipelines
  • Account Hierarchy
    • Users
    • Monthly
Starting at ₹ 3889
Enterprise
  • Field-level Permissions
  • Custom Modules
  • Forecasting Insights by Freddy AI
  • Workflows for Custom Modules
  • Sandbox
  • Audit Logs
    • Users
    • Monthly
Starting at ₹ 5879

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Freshsales CRM Features

Customer Data Management (CDM)

  • icon_check Contact Management Store, organize, and access customer contact details for easy retrieval and updates.
  • icon_check Account Management Track and manage business relationships with key accounts and clients.
  • icon_check Customer Profiles Build comprehensive profiles with data on preferences, interactions, and purchase history.
  • icon_check Contact Segmentation Group contacts based on behavior, demographics, or interests for personalized engagement.
  • icon_check Activity History Record and review all past customer interactions, including calls, emails, and meetings.

Lead Management

  • icon_check Lead Generation Capture and create leads through multiple channels for sales growth.
  • icon_check Lead Nurturing Engage with leads over time through automated follow-ups and relevant content.
  • icon_check Lead Tracking Track lead activity and behavior across multiple channels and touchpoints.
  • icon_check Lead Qualification Assess lead quality based on criteria to focus on high-potential prospects.
  • icon_check Lead Assignment Assign & distribute leads to specific reps or teams based on predefined rules.
  • icon_check Lead Prioritization Rank leads by their potential to close, ensuring focus on the most promising.

Sales Pipeline Management

  • icon_check Opportunity Management Manage and track sales opportunities from prospect to closed deal.
  • icon_check Deal Management Manage the entire deal lifecycle, from negotiation to final agreement.
  • icon_check Territory Management Organize and assign sales territories to optimize coverage and performance.
  • icon_check Task Management Assign, track, and manage tasks and activities to ensure team productivity and accountability.
  • icon_check Deal Rotting Flag and manage deals that are stalling or not progressing as expected.
  • icon_check Quote & Proposal Management Create and send tailored quotes and proposals for potential clients.
  • icon_check Order Management Handle order processing and ensure smooth transaction flow post-sale.

Collaboration and Communication

  • icon_check Document Sharing & File Storage Store and share important files, documents, and customer resources easily.
  • icon_check Activity Logging Recording all customer interactions like calls, emails, meetings, and text messages within the CRM system
  • icon_check Bulk Email and SMS Send emails & SMS in bulk to leads or clients for promotions or updates.
  • icon_check Call Tracking and Recording Track and record sales calls for better analysis and performance review.
  • icon_check Internal Communication Enable real-time internal communication between teams with built-in messaging or chat features.
  • icon_check Built-in Dialer Call prospects directly from CRM in just one click to ensure high compliance and productivity.

Integrations

  • icon_check API Access Customizable API for integrating with other business applications or extending CRM capabilities.
  • icon_check Calendar Integration Sync CRM with calendars to schedule and manage appointments and follow-ups.
  • icon_check Third Party Integrations Connect CRM with a variety of third-party tools and services to enhance functionality.
  • icon_check Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.
  • icon_check Email Marketing Tools Connect CRM with email tracking tools like Mailsuite or LeadSquared for measuring open rates.

Workflow Automation and Management

  • icon_check Workflow Automation Automate repetitive tasks and workflows to improve sales team efficiency.
  • icon_check Task Automation  Automate tasks like follow-up emails, lead assignment, and reminder notifications.
  • icon_check Lead Capture Automation Automatically capture leads from forms, websites, and social media.
  • icon_check Customizable Workflows Create, modify, and automate sequences of tasks, actions, or processes within the CRM.
  • icon_check Auto Qualify Leads Automatically evaluate leads for sales readiness using predefined criteria.

Security & Compliance

  • icon_check Audit Logs Maintain a log of all user actions for accountability and security auditing.
  • icon_check Data Encryption Encrypt data both at rest and in transit to safeguard customer information.
  • icon_check IP Whitelisting Prevents unauthorized access from unknown or unsecure locations.
  • icon_check Role-Based Access Control (RBAC) Control user access based on their roles, limiting access to sensitive data.
  • icon_check Audit Trails Used for auditing and compliance purposes to ensure transparency and traceability.
  • icon_check GDPR and CCPA Compliance Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy.
  • icon_check Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans.

AI Capabilities

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Lead and Deal Scoring Score leads and deals to prioritize efforts based on engagement or value.
  • icon_check Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Analytics and Reporting

  • icon_check Sales Forecasting Predict future sales revenue based on trends, historical data, and leads.
  • icon_check Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
  • icon_check Sales Funnel Analysis Monitor and analyze real-time data to make timely, informed decisions.
  • icon_check Conversion Reports Track individual and team sales metrics, including revenue, win rates, and pipeline health.
  • icon_check Activity Overview Reports Analyze customer behavior and interactions to gain actionable insights for better engagement.
  • icon_check Sales Performance Tracking Monitor team performance across sales activities, tracking progress against KPIs.
  • icon_check Customizable Pipeline Views Create customized views of sales pipeline stages for better oversight.
  • icon_check Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.

Alerts & Notifications

  • icon_check Event-Triggered Notifications Automatically notify users of key events, such as new leads, meetings, or customer actions.
  • icon_check Custom Workflow Alerts Create custom alerts for specific workflows or actions, ensuring nothing gets missed.
  • icon_check Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met.
  • icon_check System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution.
  • icon_check Customer Interaction Alerts Get notified when customers engage with emails, forms, or other touchpoints.
  • icon_check SLA Violations Receive notifications when service level agreements are breached or approaching deadlines.
  • icon_check Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase).

Others

  • icon_check Offline Mode
  • icon_check Geolocation
  • icon_check Customization Options
  • icon_check Campaign Management
  • icon_check Data Import/Export

Freshsales CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • AI Features:
  • Ubuntu Windows iOS Android MacOS Linux
  • DesktopMobileTabletiPad
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises, SMBs, SMEs, MSMBs, MSMEs
  • Email, Communities
  • Documentation, Videos
  • English
  • AI Integrated

Freshsales CRM Reviews

87%

Have recommended this product

Overall Score

4.0/5
Based on 4 Reviews

Review this product

Your valuable feedback helps others like you make a better decision.

SB

Sumit Bohre

Verified reviewer:linkedin_verify

Product Manager, SAAS

101-500 Employees

Software user since: 6-12 months

Reviewed on: Feb 13, 2025

4.1/5

“All-in-One CRM for Streamlined Sales and Marketing”

Freshsales excels as an all-in-one CRM for small to mid-sized businesses seeking simplicity and automation. Its AI-powered tools (e.g., Freddy AI) streamline lead prioritization, while the free plan offers a risk-free entry point. However, scaling teams may face costs for essential features like territory management or custom reports.

Pros :

Cons :

Switched from : Hubspot CRM

Reason to switch : We switched from HubSpot due to its steep learning curve. Freshsales’ unified interface and built-in telephony simplified our workflows without sacrificing core automation!

Features

4/5

Value for Money

5/5

Customer Support

3.5/5

Ease of Use

4/5

Likely to Recommend

9/10
NG

Neena Gupta

Verified reviewer:linkedin_verify

Project Manager, Food & Beverages

2-100 Employees

Software user since: < 6 months

Reviewed on: Feb 4, 2025

3.3/5

“AI-Powered Automation with Room for Growth”

Freshsales’ AI-driven insights and automation save hours on repetitive tasks, making it ideal for startups and SaaS companies. However, enterprises may find scalability limited without costly upgrades. The mobile app’s voice-note feature is a standout, though offline functionality needs improvement.

Pros :

Cons :

Switched from : Zoho CRM

Reason to switch : Zoho CRM lacked built-in communication tools. Freshsales’ integrated phone and email tracking let us centralize customer interactions without juggling apps.

Features

3.5/5

Value for Money

3/5

Customer Support

4/5

Ease of Use

3/5

Likely to Recommend

7/10
JC

Jennifer Chotiner

Verified reviewer:linkedin_verify

Content Marketer, Automotive

1000+ Employees

Software user since: 2+ years

Reviewed on: Feb 13, 2025

4.5/5

“Affordable Starter Plan, Hidden Costs for Scaling!”

Freshsales is a budget-friendly entry for small businesses, but hidden add-ons (e.g., bot sessions, storage) can strain budgets. Its shared inbox and multilingual dashboards are perfect for remote teams, though enterprises may outgrow its capabilities quickly.

Pros :

Cons :

Switched from : Salesforce CRM

Reason to switch : We migrated from Salesforce due to its high costs. Freshsales’ free plan lets us test CRM basics, and upgrade to Pro unlocked AI forecasting without breaking the bank.

Features

4.5/5

Value for Money

4.5/5

Customer Support

5/5

Ease of Use

4/5

Likely to Recommend

9/10

Freshworks Company Details

Brand Name Freshworks
Information Freshworks provides businesses with SaaS customer engagement solutions.
Founded Year 2010
Director/Founders Girish Mathrubootham, Shan Krishnasamy, Vijay Shankar
Company Size 1000+ Employees
Other Products Freshservice, Freshdesk, Freshchat, Freshdesk Contact Center, Freshteam

Freshsales CRM FAQ

A When you sign up, you instantly get access to our fully-loaded Estate plan for 30 days. We will email you when your trial expires. You can then select a plan and pay by credit card to continue using the product. If you choose not to continue, your account will be suspended.
A At Freshworks, we take data security seriously. Our servers are hosted in a world-class data center that is protected by 24-hour surveillance and we ensure that our application is always up-to-date with the latest security patches.
A Make and receive calls in Freshsales by purchasing local and toll-free numbers starting at $1/month. Once you enable the phone feature, you’ll receive an email along with a credit worth $5 to buy and make phone calls. You can always top up your credits from “Plans & Billing” in your Freshsales account
A Yes, you can. Freshsales is a pay-as-you-go service so you can upgrade, downgrade or cancel at any time. We do not have cancellation fees. But if you cancel, you’ll be billed for the current month.

Freshsales CRM Questions

A:

Freshsales CRM implements industry-standard data security measures to ensure that customer information is safeguarded. This includes data encryption, regular backups, and compliance with data protection regulations.

gomathi sree Elumalai . Jan 14, 2025

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