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Freshsales CRM

Brand : Freshworks

Starting at $ 11.00

An outstanding cloud-based asset for retail enterprises, it simplifies customer analysis, offers a complete customer view, and boosts sales by integrating their experiences. ...Read more

Freshsales CRM Software Pricing, Features & Reviews

What is Freshsales CRM Software?

Empower your retail business with Freshsales CRM, a cloud-based customer relationship management software. This versatile tool unlocks customer buying patterns, creating a unified platform that offers a 360-degree view of individual customers, seamlessly merging their experiences. Freshcaller, an intuitive module, facilitates easy communication, allowing you to send targeted emails, make calls, and connect with prospects effortlessly.

Administrators can efficiently monitor deals, set sales goals, and access customizable reports across various pipelines, enhancing decision-making. Rest assured, your data remains secure with GDPR-compliant protection.

Key Functionalities of Freshsales CRM

  • Pipeline Management: Freshsales CRM lets you organize your sales process into different stages, making it easy to track and manage deals. This means you can see where each potential sale stands in the sales journey, helping you plan for future revenues and strategies effectively.
  • Stage Probabilities: With this feature, you can assign the likelihood of each deal advancing to the next stage in your sales pipeline. It's like making educated guesses about which deals are more likely to turn into sales. The software uses this information to provide you with a detailed forecast of your sales progress.
  • Deal Filtering: Freshsales CRM allows you to sort and filter your deals based on various criteria. For example, you can filter deals by their current status, type, or any other relevant information. This makes it easy to take actions like sending bulk messages or email updates to specific groups of customers.
  • Customizable Views: You can tailor the way you view your deals. For instance, you can choose which columns of information are most important to you and display them in your preferred order. This means you can quickly see the details that matter most to your sales process.
  • Deal Age Marking: The CRM software helps you identify deals that have been inactive for too long. These inactive or 'stagnant' deals are marked in red, making it clear which deals might still have potential and which may need reevaluation. This feature assists you in focusing your efforts where they're most likely to yield results.

Why Choose Freshsales CRM?

  • User-Friendly Interface: Freshsales CRM offers an easy-to-navigate interface, ensuring that even beginners can quickly adapt to using it.
  • Seamless Communication: It provides tools like Freshcaller for streamlined communication, making it effortless to send targeted emails, make calls, and connect with prospects.
  • Effective Sales Monitoring: Users can efficiently monitor individual deals, set sales goals, and access customizable reports, which is essential for informed decision-making.
  • Data Security: Freshsales CRM prioritizes data security, adhering to GDPR regulations, and ensuring your data remains protected.
  • Multiple Pipelines: The software allows you to generate and manage multiple sales pipelines, facilitating accurate deal tracking across various sales processes.

Benefits of Freshsales CRM

  • Improved Customer Insights: Freshsales CRM provides a deeper understanding of customer behavior, enabling businesses to tailor their offerings and interactions to individual preferences.
  • Efficient Lead Tracking: The software simplifies lead tracking and management, making it easier to follow up on potential opportunities.
  • Enhanced Task Management: Freshsales CRM offers effective task management features, ensuring that employees are notified of new tasks and lead assignments in real time.
  • Streamlined Collaboration: It fosters collaboration among sales, marketing, and support teams, leading to quicker response times for customer requests and complaints.
  • Enhanced Customer Engagement: The software improves customer engagement by offering insights and tools for more personalized interactions.

Freshsales CRM Pricing

Freshsales CRM pricing starts from $9 per user per month for Growth Plan. For Pro plan it costs $39 per user per month & for Enterprise Plan it costs $59 per user per month at techjockey.com.

The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

Freshsales CRM Pricing & Plans

Growth
  • Contact Lifecycle Stages
  • Built-in Chat, Email, & Phone
  • Email Templates
  • Custom Fields
  • Basic Workflows
    • Monthly
    • Quantity
Starting at $ 11
Pro
  • Contact Scoring by Freddy AI
  • Custom Sales Activities
  • Advanced custom fields
  • Auto-assignment Rules
  • Territory Management
    • Monthly
    • Quantity
Starting at $ 47
Enterprise
  • Field-level Permissions
  • Custom Modules
  • Forecasting Insights by Freddy AI
  • Workflows for Custom Modules
  • Sandbox
    • Monthly
    • Quantity
Starting at $ 71

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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 Territory Management Organize and assign sales territories to optimize coverage and performance.
  • icon_check Opportunity Management Manage and track sales opportunities from prospect to closed deal.
  • icon_check Task Management Assign, track, and manage tasks and activities to ensure team productivity and accountability.
  • icon_check Deal Management Manage the entire deal lifecycle, from negotiation to final agreement.
  • 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 Audit Trails Used for auditing and compliance purposes to ensure transparency and traceability.
  • 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 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 Customisable 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).

Freshsales CRM Specifications

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

Freshsales CRM Reviews

82%

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 Freshmarketer

Freshsales CRM FAQ

A Freshsales CRM software is compatible with Windows, iOS, and Android systems.
A No, there is no mobile app available for Freshsales CRM at present.
A Freshsales CRM supports web-based deployment.
A Freshsales Pricing starts from $9/user/month for Growth Plan. For the Pro plan, it costs $39/user/month & for the Enterprise Plan it costs $59/user/month at techjockey.com.
A Freshsales CRM Software is typically used in All businesses including Hospitality, E-Commerce, Real Estate.
A Yes, Freshsales CRM free demo is available at techjockey.com.
A Freshsales CRM Software offers a free demo. However, the premium plan with advanced features is available at techjockey.com with exciting deals.
A Freshsales CRM software installation is not required, as it is web-based. Just open the Setup Wizard to get started.
A The versatile tool unlocks customer buying patterns, creating a unified platform that offers a 360-degree view of individual customers, seamlessly merging their experiences. Freshcaller, an intuitive module, facilitates easy communication, allowing you to send targeted emails, make calls, and connect with prospects effortlessly.

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