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Freshsales Reviews
Freshsales CRM is a light and easy CRM solution for small businesses who need to get up and running quickly.
PROS
+ For small enterprises, Freshsales streamlines the CRM process.
+ Customization opportunities abound.
+ AI helper that is proactive
+ Various integrations are available to enhance functionality.
CONS
- The free plan does not include any reports.
- It can take a long time to figure out which plan is the best.
Freshsales CRM, a standard package intended at small to midsize businesses (SMBs), combines a reasonable price with an easy-to-learn UI, and companies seeking to get into customer relationship management (CRM) for the first time could do a lot worse. It doesn't end there, though. If your firm has previous CRM experience, Freshsales also integrates with other types of business software and provides a more comprehensive feature set. All of this places it just behind our current Editors' Choice winners, Apptivo CRM and Zoho CRM, which both provide greater third-party integrations. Still, if the product you need to integrate is on Freshsales' list and you want to get started right away, go for it.
Freshsales has been working on creating a unified platform so that the CRM tool can work with other business systems since our last look. More integrations, workflow automation, and sales intelligence features have been added. The software is accessible in over 30 languages, including Hebrew and Arabic, which read from right to left. It also accepts a variety of currencies. Companies who use Freshworks' other products, such as Freshcaller and Freshdesk, can easily integrate Freshsales with them.
Freshsuccess was created in September 2019 for customers that want to increase the possibilities of Freshsales. This is Freshworks' first foray into customer success management, which focuses on analytics to track overall customer satisfaction, team organisation tools for workflow and task management, and account health alerts and notifications.
Freshsales has been working on creating a unified platform so that the CRM tool can work with other business systems since our last look. More integrations, workflow automation, and sales intelligence features have been added. The softwar
e is accessible in over 30 languages, including Hebrew and Arabic, which read from right to left. It also accepts a variety of currencies. Companies who use Freshworks' other products, such as Freshcaller and Freshdesk, can easily integrate Freshsales with them.
e is accessible in over 30 languages, including Hebrew and Arabic, which read from right to left. It also accepts a variety of currencies. Companies who use Freshworks' other products, such as Freshcaller and Freshdesk, can easily integrate Freshsales with them.
Contacts, Leads, Deals, and Reports
Managing data such as contacts and leads takes time. Freshsales has included data deduplication (driven by machine learning) and a variety of alerts, such as auto-renew and contract-renewal reminders, to help with this. It also warns of the possibility of a contract decaying (very stale deals that need attention).
You'll see your list of leads, which includes a sample record, once you log in. You may see how many days are left on your free trial, upgrade to a paid account, create a new record (lead, contact, account, and so on), send an email, monitor notifications, and manage account settings along the top of the page. Other areas of the CRM can be accessed from the left side of the screen.
Contacts, accounts, deals, discussions, calendar, reports, dashboard, and settings are all found beneath leads. Sample data can also be found in contacts and sample tasks can be found in the calendar. The assignment reminders were sent to my email in an apparent attempt to entice me to experiment with the software.
The lead is the entry point for Freshsales. When a lead becomes a contact, the corporate information linked with it is entered into an account record. Freshsales adds public information about the company, such as its website, logo, social media, company size, address, and other characteristics, automatically, much like it does with contacts and leads. The right street address, phone number, and social network accounts were pulled in when we added PCMag.com as an account.
When you add or amend a new record, a panel appears on the right side of your screen, allowing you to enter data without leaving your current job. You can import leads from a CSV file as well, but you won't be able to connect to another CRM directly.Users can also collect leads by placing a form on their website.
Freshsales auto-enrichs a lead or contact's profile by bringing in connected Facebook, Twitter, and LinkedIn profiles when you input their email address. You'll be able to observe what your leads and contacts are interested in and talking about, giving you a starting point.
Any field, as well as lead score and when you last contacted them, can be used to filter leads, contacts, and accounts. Users can also do mass activities such as sending emails and allocating records to various sales representatives.
Deals are dragged and dropped to different stages of the pipeline in Freshsales' Deals section, which is set up in a Kanban-style layout. You can adjust the sequence of the phases in the pipeline and adapt them to your taste.
Freshsales also introduced Freddy, an artificial intelligence (AI)-based sales assistant that can evaluate and learn from historical sales data, interaction, and transaction activity to deliver insights and predictions. These facts can help you make better judgments and close more business. Freddy can help firms focuses on high-probability interactions if they have a lot of deals in the pipeline. Freddy can point out deals that have witnessed a dramatic uptick or downtick in activity and explain why.
Some small businesses may benefit from Freddy's proactive support, which may detect halting activities and add a 'At risk' tag to your deal pipeline, suggesting a drop in activity in the previous week. With a 'likely to close' designation, Freddy can greenlight agreements that have been actively engaged on. Deal tags are helpful identifiers that allow SMBs to quickly assess the state of deals and decide which ones are worth their time.
Keep in Touch
Freshsales provides email templates, campaigns, integrated voice over IP (VoIP) phone and voicemail, and call recording, among other communication options. The goal is to be able to do all of your outreach without having to leave the software or manually enter updates. You may also save files (up to 20 megabytes [MB] each) from your PC or cloud storage, such as Google Drive and DropBox Business, and attach them to emails using the software.
Email open and click rates for any messages sent through the software or via associated email accounts can be tracked by users. There are stats for email templates as well, so you can see which ones are the most successful. The team's inbox is synced with company-wide email addresses like info@company.com. Freshsales then keeps track of those emails and adds fresh leads for you automatically.
Any IMAP-compatible email account, such as Gmail, Microsoft Office 365, or Zoho Mail, can be connected to Freshsales, and the inbox and sent folders will be synced. You can see an Awaiting Response folder on the Conversation tab, which displays where you need to follow up. Freshsales has a calendar and task organiser, as well as the ability to sync with Google Calendar. There's also a Gmail add-on that adds a right rail with pertinent data from Freshsales to the email platform.
Freshsales focuses on automating manual operations, which includes the ability to create workflows. You may use triggers and conditions to create tasks for any record, such as when a lead sends an email. You can also set it up such that Freshsales sends an email if there has been no communication for a particular amount of time.
Sales reps can utilise a full-featured mobile app for Android and Apple iOS to access information and update records in the field following meetings and phone conversations. If you use Freshdesk support, you may exchange all essential information with customer service professionals once a contact becomes a customer. Agents will have the most up-to-date information this way.
Conversations, tasks, appointments, leads, deals, contacts, and accounts all have reports available. There are a few included with the software, but you can also create your own. The reports are available in chart format and can be downloaded as CSV or PDF files. You can also have reports delivered to you on a daily, weekly, or monthly basis.
Freshsales connects with other corporate products such as Freshchat (webchat for sales reps), Freshconnect (collaboration), and Freshcaller in addition to the Freshdesk helpdesk (built-in calling). The email and calendar apps mentioned above, as well as Calendly, Facebook, HubSpot, QuickBooks, Trello, and Zapier, are among its many third-party connectors. Magento, Shopify, and DocuSign are among the others in the works.
Freshales Makes It Simple
Freshsales is a good solution if you're searching for a simple, lightweight CRM. Businesses that are new to CRM will not encounter a steep learning curve, and their sales teams will appreciate the time and tedium spared. The free plan is ideal for small businesses that require a straightforward solution. Consider the inexpensive Zoho CRM, one of our Editors' Choice options in this category, if you need a platform with more third-party programme compatibility or an open API. Alternatively, Salesforce Sales Cloud Lightning Professional, which is more expensive but more customisable, is a good option.
THE final word:
Freshsales CRM is a lightweight and easy-to-use solution for small businesses who need to get up and running quickly. It's even more tempting to people who prioritise ease of use thanks to reasonable pricing tiers, an AI assistant, and customization possibilities.
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