Freshsales: in summary

Freshsales is a customer relationship management (CRM) software that helps businesses of all sizes manage their sales process, leads and customer interactions. It provides a comprehensive set of tools to help businesses automate and streamline their sales process, manage leads, track customer interactions, and gain insights through reporting and analytics.

Freshsales includes various features such as contact and account management, sales pipeline management, lead scoring, email tracking, and more. Additionally, it can be integrated with other tools such as email, phone and messaging apps, making it a useful and powerful tool for businesses of all sizes.

Freshsales is web- and mobile-accessible cloud software. Collect and track your connections and leads in one spot. It also tracks email and call campaigns, including open and click-through rates, and schedules and logs calls.

Deal management lets users track deals and anticipate sales. The advanced reporting feature includes customisable reports and analytics to analyse sales success and make data-driven decisions. Freshsales' automation function lets customers automate processes like sending follow-up emails or advancing deals to save time and optimise the sales process.

It also integrates with other popular tools such as Google Suite, Slack and Zapier.

Its benefits

Automates email tracking, lead assignment, and data entry

Simplifies lead management

Tracks pipeline, conversion rates and revenue

Its disadvantages

Steep learning curve: take time to master all the feature

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Appvizer's opinion

Freshsales is simple to set up and operate, particularly for users like us who are doing so for the first time. It provides a wide variety of fundamental CRM operations, and its user interface is neatly arranged and generously spaced out, which makes it simple to search for and locate data. 

The deals pipeline feature is very efficient to have visibility on the transactions that are in the process of being finalised on a monthly basis. 

The integration with other tools such as Freshchat is especially welcomed because it enables simple communication and follow ups on conversations.

Another strength in Freshsales is their support team - quick to respond and really helpful. Because the product is simple to comprehend and quite intuitive, as well as because the onboarding procedure and making use of the technology are straightforward, it is an excellent option for smaller teams who are just getting started.

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Freshsales: its rates

Freshsales offers a variety of pricing plans to meet the needs of different businesses. The pricing plans generally include different levels of access to features and support, and are based on the number of users and contacts.

  • Free: This plan is free of charge and includes features such as contact and account management, contact lifecycle stages, built-in chat, email, and phone, 24x5 support, and mobile app.
  • Growth: This plan includes everything in the Free plan, as well as additional features such as visual sales pipeline, AI-powered contact scoring, sales sequences, bot sessions per month and WhatsApp business.
  • Pro: This plan includes everything in the Growth plan, as well as additional features such as multiple sales pipelines, time-based workflows, AI-powered deal insights and next best action, bot sessions per month, and sales teams and territory management.
  • Enterprise: This plan includes everything in the Pro plan, as well as additional features such as custom modules, AI-based forecasting insights, audit logs, bot sessions per month and a dedicated account manager.

All the plans offer a variety of add-ons and integrations and the pricing can be adjusted based on the number of users, contacts and feature requirements.

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Clients alternatives to Freshsales

Freshsales: the complete test

Freshsales is a software that streamlines the sales process and improves efficiency. It organises contacts and leads in one place, allows for deal management and sales pipeline tracking, tracks email and call campaigns, offers advanced reporting and automation, integrates with other platforms, has a mobile app, and can be accessed from anywhere with internet connection. 

Freshsales provides a good number of capabilities for managing tasks and projects, along with effective time tracking, collaboration tools, and Gantt chart visualisation. Before committing to a plan, it is important to determine if it meets the unique demands of the company.

Let's focus on three features to see how Freshsales can help you daily.

Contact and Lead Management

Freshsales allows users to store and organize all of their contacts and leads in one place. Users can add new contacts and leads manually or import them from other sources. They can also categorize and segment contacts and leads based on different criteria, such as location, industry, or stage in the sales funnel.

Sales Pipeline Management

Freshsales allows users to manage deals and track their progress through the sales pipeline. Users can create custom pipelines and stages, and move deals from one stage to the next as they progress through the sales process.

Advanced Reporting

Freshsales provides a range of customizable reports and analytics to help users understand their sales performance and make data-driven decisions. We get real-time insights into the performance of the sales team, deals, leads and contacts, which helps to take data-driven decisions, identify trends and areas for improvement, and make informed decisions about their sales strategy.

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