Freshsales

Freshsales

Freshworks
+
+

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About

Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill.

About

Get notified the moment a lead opens your email, track every interaction automatically, and organize all your activities in one place with HubSpot's sales software. Start for free, and upgrade as you grow. HubSpot's sales tools save time at every stage of the funnel. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically at the right time. Turn repetitive emails into templates, measure their performance, and share the best ones with your entire team. Get notified the instant prospects open an email, click a link, or open an attachment for timely, relevant follow-up with the hottest leads. Connect with prospects through live chat on your website, and eliminate back and forth emails and missed calls by sending a link that lets leads pick a meeting time that works for both of you. Eliminate manual entry as every lead’s contact info, email opens, and clicks get logged automatically. Automate time-consuming tasks like lead rotation.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies of all sizes: Technology, Professional Service Providers, Education, Real Estate, Hospitality, Health Care, E-Commerce, Retail, Consumer Electronics, Telecom, Finance & Accounting, Insurance

Audience

Companies all over the world

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$9 per user per month
Growth - $9 per user per month
Pro - $39 per user per month
Enterprise - $59 per user per month

All prices are billed annually
Free Version Not Supported
Free Trial Supported

Pricing

Free
Starter plan is $20/month, Professional plan is $100/month, Enterprise plan is $150/month
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.3 / 5
ease 4.5 / 5
features 4.4 / 5
design 4.4 / 5
support 4.4 / 5

Reviews/Ratings

Overall 4.7 / 5
ease 4.7 / 5
features 4.3 / 5
design 4.7 / 5
support 4.4 / 5

Pros & Cons from Real Users

Pros

  • Freshsales is easy to set up and onboarding was seamless. Its AI chatbot also helps to bring leads. It can be integrated into different email marketing programs. You can communicate with potential leads directly using email and chat. Easy to visualize sales pipeline.
  • Freshsales is a helpful tool to increment sales and have a direct tool to track communication with current clients, as well as attracting more clients through many strategies that the software studies and analyzes with its amazing technology. I am able to analyze all prospects and interact with them in different ways, through the website, through social media, and find out quick information about the client, knowing how they interact with our website, what do they find more interesting and what were they confused about when visiting our site, if this is a potential lead and more interesting things that this software allows me to analyze through their backed-up technology. It is very easy to track visitors and understand the context in which each individual is visiting, and based on that, proceed with the right strategy to turn the lead into an actual client. The process of converting prospects into actual active clients of our business is hugely shortened thanks to the automation that Freshsales provides, the sales sequences are automatically made easier by providing a great timeline of all the stages of the sale process, and having the ability to sort out the contacts based on the quality of them based on interactions to ensure that we finish a sale in a successful manner. It also allows us to organize contact information in order to facilitate the communication between different channels, and it enables multi-channel communication once the information has been submitted, making this part of the sales funnel more automated and great to work with as it becomes more agile. Its artificial intelligence system is like no other, allowing us to have a sort of virtual assistance that is always there to support us throughout all the process, giving us suggestions and studying data when we do not have time to, it analyzes everything in-depth and helps us make the right choice, and choose whether a the sales process of a potential customer will be successful based on data from the past, giving us a potential answer to the final result of the process, and it has been very insightful at providing us with thoughtful answers that we highly appreciate in order to make a final decision on how to proceed or improve our strategies. It not only has helped us in that aspect, but it constantly does many of the tasks that we considered were manual, but now the assistance of the AI does things like maintaining accurate data and maintaining data up to date, deleting duplicates or wrong information and it updates us constantly about our contacts, providing us helpful insight on when are the right times to communicate with each contact based on its detections.
  • The Freshsales platform makes my job very easy. It allows me to connect with leads and attract potential clients. Its user interface is very refreshing and easy to understand. Its automation and analytics features I liked the best. It gives every aspect of data to analyze performance.
  • The UI is very well designed. Works well for basic and important stuff, like creating leads, converting to companies/contacts, adding deals, tracking deal progress. Webforms work well. Pages are very flexible and easy to customize.
  • I like this app, everything is clear in it, user-friendly interface and responsive support. I highly recommend it.

Cons

  • I had a very smooth experience with this product. No cons.
  • I have had a difficult time every time I need to reach out to support about the function of tools or a bug happening that will affect my work, I have contacted support a couple of times through their support chat but it does take a long time for a person to actually reach out to you to take your case and solve it, the customer support lacks persistence and organization when it comes to solving customers’ doubts quickly or even in a moderate amount of time, and I feel like even though there is an attempt, they still have not solved this issue fully. I also find the software to be quite pricey, it certainly is a lot compared to other alternatives that we considered when looking for a CRM software, I feel like this is not a very accessible software to many businesses.
  • The contact import process is not seamless. Take some extra time to import.
  • The company seems to focus on all these fancy things like mobile apps, bots, chat, etc without doing the easy stuff. Like there is no good integration with a 3rd party IP phone service. You have to use Freshcaller - which is terrible. There is no easy way to merge companies or leads. You have to click an multiple tabs and filters to get a decent task list. And the integration with its own product Freshdesk is poor. You would think that you would be able to share records btw Freshsales and Freshdesk - but you cannot. They also have two versions of Freshsales - classic version and Freshsales CRM, We were left behind on Freshdesk Classic and no body told us.
  • I don't see any disadvantages, because for such a price both support and the application itself with a user-friendly interface.

Pros & Cons from Real Users

Pros

  • -HubSpot Sales Hub is a robust platform that helps us to track and approach leads systematically. -Easy to use, with a little training team can onboard. -Allows to automate the sales processes. -Also, you can build a pipeline from scratch. -The user interface is visually appealing.
  • It has better control over the sales of this platform since it automates the records of income without having to make manual entries, it is enough to integrate the different means of payment to keep track without having to manually record who has paid and how much you get entering my company in every certain period of time. With this I was able to mark a point of before and after within my company since good results have been seen when it comes to managing income automatically. Virtually anyone can start this platform without any problem, it is very customizable and easy to use. In addition to the fact that it does not stop there, if people want to deepen its use, it is possible since more features can be added depending on the plan that is chosen to be able to use this sales management platform. So I can say that it is very scalable when it comes to adding new features that allow you to improve the sales flow of your company. You can easily organize contacts and add any important data, as well as follow up on that contact to generate a more personalized sale when you need some help. It does not matter if the client is a person or a company, all possible details can be added, they can even be tagged to be able to schedule it in groups in the case of similar clients, this with the aim of having a better workflow. It is possible to integrate the marketing team with sales, it is very excellent to be able to do this since I can unify different departments within a platform which can share information such as contacts and reports. So it is very useful to have the management of sales and marketing data in one space making everything easier and leading to better sales. In addition, thanks to the fact that I can share the reports, I have been able to observe the impact of my marketing in relation to the sales that have achieved that impact that it has caused.
  • I would say, Hubspot SalesHub is made for boosting up the sales and gathering leads. It helps you to intelligently approach leads. As we checked in reports our sales and leads are increased from the first most of adding this in our business. Its real-time tracks every leads from email and other marketing.
  • This software helps to turn lead into your customers. Hubspot is a highly scalable sales CRM that controls all of the sales and marketing structure. Setting up this solution is not very complex. The user reports and behavior helped us to reach the right user at right time.
  • It integrates with Hubspot CRM, which makes it more robust for sales processes. It has the best reporting capability. It gets connected with emails to track activity and capture leads for better conversions. You can also automate the sales processes, which saves lots of time.

Cons

  • The plan pricing is on the higher side. No other cons.
  • It is difficult to configure customer payments when they are going to pay in different deposits, for me it would not be a problem if customers have different payment methods, so this platform should allow you to add different payment records into one. This would save me time in being able to automate everything within this platform without having to do everything manually and having the billing details elsewhere where the different payment methods that a client has used are clearly visible. The email integration does not do it well at all, even with Gmail when you want to keep track of customer conversations, this is annoying because sometimes the conversations do not synchronize well, it is as if the client sent me different emails , however, in Gmail it comes out as if it were a thread of a conversation. You can get around this problem by adding a plugin for HubSpot, but it's a bit risky because it's not safe for an extension to read email messages when it comes to maintaining customer privacy. The function of being able to add the call record when a customer returns the call is missing, this would be recorded in order to have better control in terms of customer service, since if any of my sales team calls a customer and the conversation continues on a call that the customer made this will not be recorded and it will be seen as the staff never continued the call with the customer as the call made by the customer cannot be recorded anywhere. I hope that in the near future WhatsApp can be integrated without any problem, just as it happens in Gmail, this would make it easier to have better control in conversations with customers and also to know who served a certain customer by having a system in which Record each chat sent by the different agents that are registered within the company account, thus improving response time performance and also seeing how each company staff responds when it comes to sales.
  • Never any serious problem ever encountered. Good CRM.
  • Customer contact information and direct call need improvement.
  • Its "account-based marketing" is not really effective.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Freshworks
Founded: 2011
United States
www.freshworks.com/crm/

Company Information

HubSpot
Founded: 2006
United States
www.hubspot.com/products/sales

Alternatives

Alternatives

C2CRM

C2CRM

Clear C2
HubSpot CRM

HubSpot CRM

HubSpot
monday CRM

monday CRM

monday.com
HubSpot CRM

HubSpot CRM

HubSpot

Categories

Contact Management Supported
CRM Supported
Email Tracking Supported
Financial CRM Supported
Inside Sales Supported
Insurance CRM Supported
Lead Management Supported
Sales Acceleration Supported
Sales Analytics Supported
Sales Engagement Supported
Sales Tracking Supported

Categories

Email Tracking Features

A/B Testing Not Supported
Audience Segmentation Supported
Campaign Management Supported
Event-Based Notifications Supported
Location Tracking Not Supported
Team Management Supported

Sales Engagement Features

Call Scripts / Call Steps Not Supported
CRM Integration Supported
Email Sequences Supported
Email Tracking / Automation Supported
Lead Management Not Supported
Reporting / Analytics Supported
Sales / Voice Dialer Not Supported
Sales Automation Supported
Search Not Supported
Task Management Supported
Templates Not Supported
Workflow Management Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Not Supported
Channel Management Not Supported
Commission Management Not Supported
Contact Management Supported
Contract Management Not Supported
Customer Database Not Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Not Supported
Referral Tracking Supported
Sales Forecasting Not Supported
Territory Management Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Not Supported

Financial CRM Features

Account Alerts Not Supported
Asset Management Not Supported
Expense Tracking Not Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Lead Management Supported
Marketing Management Not Supported
Relationship Tracking Supported
Team Assignments Not Supported
Territory Management Supported

Inside Sales Features

Auto-Dialing Not Supported
Call List Management Supported
Call Recording Supported
Campaign Management Supported
Dashboard Not Supported
Data Management Not Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Supported
Performance Management Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Not Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Not Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Not Supported
Source Tracking Supported

Sales Engagement Features

Call Scripts / Call Steps Supported
CRM Integration Supported
Email Sequences Supported
Email Tracking / Automation Supported
Lead Management Supported
Reporting / Analytics Supported
Sales / Voice Dialer Supported
Sales Automation Supported
Search Supported
Task Management Supported
Templates Supported
Workflow Management Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Not Supported
Channel Management Not Supported
Commission Management Not Supported
Contact Management Supported
Contract Management Not Supported
Customer Database Not Supported
Email Marketing Supported
Field Sales Management Not Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Not Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported

Sales Intelligence Features

CRM Integration Supported
Data Cleaning Supported
Data Enrichment Supported
Data Import/Export Supported
Data Mining Supported
Data Verification Supported
Email Integration Supported
Lead Scoring Supported
List Building Supported
Performance Management Supported
Pipeline Management Supported
Predictive Modeling/Analytics Supported
Prospecting Tools Not Supported
Reporting/Analytics Supported
Sales Forecasting Supported

Integrations

AnswerForce Supported
Beam AI Supported
CloudTalk Supported
Contractbook Supported
Fireflies.ai Supported
GetAccept Supported
Gmail Supported
Google Workspace Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
HubSpot Marketing Hub Supported
Kixie PowerCall & SMS Supported
Microsoft 365 Supported
Microsoft Outlook Supported
NeverBounce Supported
Zapier Supported
Desktop.com Supported
MyFormData Supported
PeakCommerce Not Supported
Superjoin Supported

Integrations

AnswerForce Supported
Beam AI Supported
CloudTalk Supported
Contractbook Supported
Fireflies.ai Supported
GetAccept Supported
Gmail Supported
Google Workspace Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
HubSpot Marketing Hub Supported
Kixie PowerCall & SMS Supported
Microsoft 365 Supported
Microsoft Outlook Supported
NeverBounce Supported
Zapier Supported
Desktop.com Not Supported
MyFormData Not Supported
PeakCommerce Supported
Superjoin Not Supported
Claim Freshsales and update features and information
Claim Freshsales and update features and information
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Claim HubSpot Sales Hub and update features and information