Freshsales Review
OUR SCORE 97%
- What is Freshsales
- Product Quality Score
- Main Features
- List of Benefits
- Technical Specifications
- Available Integrations
- Customer Support
- Pricing Plans
- Other Popular Software Reviews
What is Freshsales ?
Freshsales is one of the latest additions to the growing lineup of products from Freshworks. The CRM is intended for teams who want to keep tabs of their contacts and resolve any issues/inquiries at the same time. Its core performance is to showcase the main source of leads -- a handy feature essential to small and medium businesses today. The program is a contact management hub that gives users full control of their leads via their simple user interface. The product helps you deal with different issues in the sales process. It helps eradicate going through different programs just to accomplish a certain task. Its core functionality includes prioritizing pipeline opportunities, and efficiently optimizing sales. Freshsales is a robust analytic contributor that gives insights into sales and allowing businesses to capitalize on them. Freshsales doesn't utilize overwhelming and complex procedures. Likewise, it offers a number of integrations for different apps. All operations are carried out and housed in the cloud.Product Quality Score
Freshsales features
Main features of Freshsales are:
- Visual Sales Reports
- Revenue Analytics
- Deeper Analytics
- Preview Reports
- Sales Activity Reports
- Trendline Reports
- Territories and Territory Reports
- Sales First Inbox
- Open & Click Notifications
- Email Scheduling
- Calendar Sync
- 2 – way Email Sync
- Email-to-Lead, Forward Emails
- Click to Call
- Entire Conversation History
- Assign Phone Numbers
- Automated and manual Log Calls
- Personalized Messages
- Forward Call
- Record Calls
- Tasks & Appointments
- Call History
- Phone Activity reports
- Caller Display
- Email Tracking
- Sales Campaigns
- Personalize Templates
- Insightful Email Metrics
- Team Inbox
- Website and in-app Tracking
- Activity Timeline
- Behavior-based Segmentation
- Web-to-Lead
- Smart Fields, 360° Customer View
- Lead Scoring
- Auto Profile Enrichment
- Team Segmentation
- Auto Lead Assignment
- Mobile Integration
- Deal Funnel View
- Filter and Sort Deals
- Customize Sales Process
- Pipeline Dashboard
- Lost Deal Analysis
- Appointments
- Tasks and Notes
- Jot down notes
- Change stage with ease
- Track deals on the move
- Fix meeting, find location
- Custom Views
- Automation
- Bulk Actions
- Role-based Access
- Visual Sales Pipeline
- Deal Status, at a glance
- Simple drag and drop Navigation
- Action-oriented Follow Ups
- Track deals on the go
- Deal age
- Customized Reports
- In-depth Customer
- Insights
- Advanced Lead Scoring
- Interactive Pipeline Management
- Integrated Phone & Email.
Freshsales Benefits
The main benefits of Freshsales are its customizations, functionalities and flexibility. Here are the details:
Freshsales allows teams to send out bulks emails using a customized layout or template. The emails can be scheduled and synced with the user’s calendar. They are also associated with contact records so your message can be personalized or contextualized.
Likewise, the software can display important email metrics to help you take the appropriate next step or set rules that automate a response.
Furthermore, the software is capable of allowing calls to be directly integrated without having to add hardware. What’s more, users can utilize the auto-dialer, come up with customized welcome messages, route calls, ID new callers, and keep track of performance from reps receiving calls.
Freshsales keeps things easy in helping marketers see a contact’s past transactions, conversations and other engagement with the company. This ability greatly helps companies personalize messages and campaigns.
Likewise, the program is excellent in managing contacts, thanks to its full 360-degree view of contacts, conversations made, essential details, and sorting deals by various metrics such as lost, won, and pending. The platform contains notifiers that ensure users will not lose out on a certain task/meeting. It also lets them jot down important notes and make comments.
Freshsales Reviews can help filter and sort dates, spot bestsellers, and trigger changes in all actions. The system can also be utilized in keeping track of deals while on the go through a mobile device. It can spot locations in real-time, repair customized customer/collaborator meetings, keep track of a deal’s age, and making stage changes to a deal.
As for reporting, the software can help users come up with customized reports for each opportunity/deal/contact. In addition, reports can be made regardless of time, to let users run a summary of a particular information whenever changes need to be made in a campaign.
Developers recently included trendline reports and sales activity to the platform. This lets users gain a clear insight into the progress of their sales strategies. The phone activity reports is a functionality that looks into and compares the current performance of sales reps.
Freshsales offers integration to Segment and Google Calendar. This helps users gain complete control of events to avoid missing out on client meetings. As a matter of fact, all scheduled demos and events can be synced and tracked via a mobile device regardless of location.
Technical Specifications
Devices Supported
- Web-based
- iOS
- Android
- Desktop
Customer types
- Small business
- Medium business
- Enterprise
Support Types
- Phone
- Online
Freshsales Integrations
The following Freshsales integrations are currently offered by the vendor:
- Segment
- Freshdesk
- Google Calendar
Video
Customer Support
Pricing Plans
Freshsales pricing is available in the following plans:
