Do you want to avoid juggling various tools and spreadsheets to keep your sales process afloat?
Imagine a world where your sales team can effortlessly manage contacts, track deals, and automate tasks, all within a single platform.
That’s the promise of Freshsales CRM.
In this review, we’ll dive deep into Freshsales CRM Review and its features, pricing, and benefits to see if it truly lives up to the hype.
Is Freshsales the key to unlocking a smoother, more efficient workflow for your business?
Let’s find out!
Start your free Freshsales CRM trial and see results in a few seconds! Explore the platform and revolutionize your customer relationship management (CRM). Visit their site properly now.
What is Freshsales CRM?
Freshsales CRM is like a super-organized digital address book for businesses.
But it’s much more than just names and phone numbers!
This CRM software helps sales teams keep track of all their customer data in one place.
Imagine a notebook where you can jot down everything about your customers – who they are, what they like, and even when you last spoke to them.
Freshsales does all that and more! It helps you manage deals, send emails, and even make calls, all while keeping your information safe with a special “ray ID.
Basically, Freshsales helps businesses build strong relationships with their customers and sell more effectively.
Who Created Freshsales CRM?
Freshsales CRM was created by Girish Mathrubootham, founder of Freshworks.
He started the company in 2010 with a vision to make customer engagement software that was both powerful and easy to use.
Freshworks focuses on providing solutions for businesses of all sizes.
Freshsales is specifically designed to help small and medium-sized businesses manage their sales activities.
You can easily test it out with their free trial and create a new account in minutes.
Top Benefits of Freshsales CRM
- Boost your sales: Freshsales helps you organize your sales process and track deals so everything runs smoothly. This means you can close more deals and make more money.
- Happy customers: With Freshsales, you can give your customers the attention they deserve. Please keep track of their preferences and past interactions to provide personalized service. Happy customers are more likely to stick in around!
- Work smarter, not harder: Freshsales automates repetitive tasks like sending emails and updating contact information. This frees up your time to focus on building relationships with customers.
- Excellent value: Freshsales offers a range of plans to fit different budgets, making it an exceptional value for businesses of all sizes. You can even try it out for free without requiring a credit card.
- One big happy family: Freshsales plays well with other Freshworks products. This means you can connect your sales, marketing, and customer support tools for a seamless workflow.
- Easy to use: Freshsales is designed with users in mind. Its intuitive interface makes it so easy to navigate and find the information you need. You’ll be up and running in no time!
- Always improving: The Freshsales team is constantly adding new features & improvements based on feedback from customers like you. Check their site for the latest updates.
Best Features of Freshsales CRM
Freshsales CRM is packed with features designed to make your sales process smoother and more efficient.
From contact management to automation, it offers a comprehensive suite of tools to help you close more deals and build stronger customer relationships.
Let’s take a closer look at some of its standout features:
1. Emails
Freshsales allows you to connect your email account and manage all your communication within the platform.
You can send personalized emails, track opens and clicks, and schedule follow-ups, all in one place.
No more switching between your CRM and your inbox!
2. Workflow Automation
Say goodbye to repetitive tasks! Freshsales lets you automate your workflow with ease.
You can set up triggers & actions to automate tasks like assigning leads, sending follow-up emails, and updating deal stages.
This frees up your time to focus on what matters most – closing deals.
3. Deals
Freshsales provides a clear and organized view of all your deals.
You can track progress, add notes, and collaborate with your team, all within the deal record.
This ensures everyone is on the same page and everything runs smoothly.
4. Sales Sequences
Nurture your leads with personalized email sequences.
Freshsales allows you to create automated email sequences that deliver the right message at the right time.
This helps you stay top-of-mind with your prospects and move them through the sales funnel.
5. Web Forms
Capture leads directly from the website with customizable web forms.
Freshsales makes it easy to create and embed forms on your site.
This allows you to collect valuable information from potential customers and add them directly to your CRM.
Pricing
| Plan | Price (per user/month) | Features |
|---|---|---|
| Growth | $11 | Kanban View for Contacts, Accounts, and Deals, Built-in Chat, Email, & Phone, Email Templates. |
| Pro | $39 | Contacts Scoring by Freddy AI, Custom Sales Activities, Advanced custom fields, Territory Management. |
| Enterprise | $59 | Field-level Permissions, Custom Modules, Forecasting Insights by Freddy AI, Sandbox, Audit Logs. |
Pros and Cons
Understanding the strengths & weaknesses of a CRM is crucial before investing in it.
Here’s a comprehensive look at what makes Freshsales shine and where it might fall short.
Pros
Cons
Alternatives of Freshsales CRM
While Freshsales is a strong contender in the CRM space, there are other options.
Here are a few alternatives worth considering:
- HubSpot CRM: A popular choice known for its comprehensive free plan and strong inbound marketing features. It’s a good option for businesses focused on content marketing and attracting leads organically.
- Salesforce: A giant in the CRM world, Salesforce offers you a wide range of products and features for businesses of all sizes. It’s known for its customization options and scalability, but it can be more expensive than Freshsales.
- Zoho CRM: Another popular CRM with a robust feature set and competitive pricing. Zoho offers you a suite of business applications that integrate well with its CRM, making it a good choice for the businesses looking for an all-in-one solution.
- Pipedrive: A sales-focused CRM known for its visual pipeline management and ease of use. It’s a good option for businesses that prioritize deal tracking and sales forecasting.
Ultimately, the best CRM for your business will depend on your specific needs and budget.
It’s worth exploring different options and comparing features to find the right fit.
Personal Experience with Freshsales CRM
My team recently adopted Freshsales CRM to streamline our sales process and improve customer engagement.
We were looking for a solution that would help us organize our contacts, track deals effectively, and automate some of our routine tasks.
Freshsales delivered on all fronts!
Here’s how Freshsales helped us achieve our goals:
- Organized chaos: We were able to consolidate all our customer data into Freshsales, eliminating the need for multiple spreadsheets and documents. This centralized system made it much easier to find the information we needed when we needed it.
- Boosted productivity: Workflow automation features allowed us to automate tasks like lead assignments and follow-up emails. This freed up our team to focused on more strategic activities, like building relationships and closing deals.
- Improved communication: Freshsales facilitated better communication within our team. We could easily collaborate on deals, share notes, and track progress, ensuring everyone was on the same page.
- Enhanced customer experience: By having a complete view of our customers’ interactions and preferences, we were able to personalize our communication and provide better support. This led to increased customer satisfaction & loyalty.
- Closed more deals: With a clear view of our sales pipeline and automated follow-ups, we were able to track deals more effectively and identify opportunities for improvement. This resulted in a noticeable increase in our closed deals.
- Contact management: Easily organize and segment contacts for targeted outreach.
- Deal tracking: Visualize and manage your sales pipeline with ease.
- Workflow automation: Automate repetitive tasks & save time.
- Email integration: Connect your email and manage communication within the platform.
- Reporting and analytics: Track key metrics and gain insights into your sales performance.
- Mobile app: Access your CRM data and manage your sales activities on the go.
Final Thoughts
Freshsales CRM is a great tool to help you sell smarter, not harder.
It’s easy to use, has tons of helpful features, and won’t break the bank.
We used it to get organized, talk to customers better, and close more deals.
While it might not be perfect for everyone, Freshsales is a solid choice for businesses who want a user-friendly and affordable CRM to boost their sales.
Ready to give it a try? Sign up for a free trial and see the difference Freshsales can make for your business!
Be sure to improve your sales process and delight your customers.
Start your Freshsales journey today!
Frequently Asked Questions
What is Freddy AI, and how does it work in Freshsales?
Freddy AI is Freshsales’ built-in artificial intelligence. It helps automate tasks, like suggesting the best time to contact a lead and provides insights to improve your sales process.
Can I use Freshsales CRM on my phone?
Yes! Freshsales has mobile apps for both Android and iOS devices. This means you can access your customer data and manage your sales activities from anywhere.
Does Freshsales CRM integrate with my other business tools?
Freshsales integrates with a variety of popular business applications, including Gmail, Outlook, and Mailchimp. This allows for seamless workflows and data synchronization across different platforms.
What if I need help using Freshsales CRM?
Freshsales offers excellent customer support through various channels like email, phone, and chat. You can also find helpful resources & tutorials on their website.
Is Freshsales CRM secure?
Yes, Freshsales takes security seriously. They use industry-standard security measures to protect your data, including encryption and “verification successful waiting” protocols. You can access it securely through your browser.
