Freshsales CRM is a customer relationship management (CRM) solution that lets users scout for business prospects, track leads, and run sales campaigns. Its features include email accounts, user behavior tracking, and deal management. Its pricing ranges from $0-$79 per month and is best for solo entrepreneurs and businesses that need a built-in phone system within their CRM.
Freshsales CRM Pros and Cons
Easy to setup and use
No built-in calendar for appointments and scheduling
Offers a free plan and paid subscriptions with affordable price points
Lacks pre-built templates used by small businesses like invoices, contracts, etc.
Has a built-in phone system
Who Freshsales CRM is Best For
- Solo entrepreneurs and small businesses: It offers a free plan that has basic features that micro-businesses don’t need to pay for.
- Businesses that use other Freshworks products: Freshsales CRM is a part of the Freshworks ecosystem, which provides users with the option to house all their marketing and customer management activities in an integrated environment. These include Freshchat (live chat), Freshdesk (customer support), Freshmarketer (conversion and optimization), Freshteam (recruitment), and Freshconnect (team collaboration). It also allows users to connect their Freshcaller accounts and start making calls directly on the platform.
Freshsales CRM Pricing
Freshsales CRM pricing includes a free option and four subscription plans: Blossom ($19/month), Garden ($35/month), Estate ($65/month), and Forest ($79/month). The main differences between the plans are the number of daily emails and intelligent workflows, as well as access to premium features such as auto profile enrichment and lead assignment.
Looking for a consultative sales process? Check out Pipedrive.
*Annual plans are paid in full at the beginning of the billing cycle.
Freshsales CRM’s five subscription plans are designed to cater to various kinds of users—giving them the option to choose which one best fits the requirements of their business. They can also opt to subscribe to the free plan or a 21-day free trial to evaluate the performance of the software before paying for a subscription.
The Free plan is a forever-free solution for users who only need the basics. This plan is quite limited, though, and only features simple tools for leads, contacts, deals, and email management. Limitations aside, it offers users unlimited allocation for users, contacts, and technical support.
The Blossom plan includes essential tools like lead scoring, workflow automation, pipeline management, and advanced reporting. It also offers the ability to send mass emails. There’s a built-in phone that allows users to forward and transfer calls as well as record the calls they’re making. This plan is great for sales professionals looking to increase efficiency and productivity.
The Garden plan builds on the Blossom plan’s features. It offers sales forecasting and rule-based lead assignment, as well as sales team segmentation and pipeline customization.
This plan is great for sales teams that are territory-based and need to focus on sales in geographic areas or specialize in a particular product type.
The Estate plan builds on the Garden plan and includes additional premium features like expanded bulk email functionality, more advanced lead scoring, and expanded number of sales campaigns. This plan is great for business owners wanting to scale their marketing efforts.
The Forest Plan is an enterprise level plan and is only available as an annual commitment, whereas the other tiers give users the option for month-to-month billing. Forest is a good plan for enterprise level companies willing to make a long-term commitment to their CRM.
It’s also great if a user requires a European Union (EU)-compliant data center and security features like system whitelisting that allows them to add Internet Protocol (IP) addresses to a safelist. This limits who can access their data.
Freshsales CRM Alternatives 2020
Best CRM for Small Business
B2B businesses that need a customizable, robust, and competitively priced CRM with built-in phone
Small businesses that want a CRM with enterprise-class sales and support features
Businesses that want a free, no-frills CRM with basic features and unlimited users
Teams that want a user-friendly and visual pipeline to manage sales
Organizations seeking free lead & management software with integrated reporting
Businesses looking for a robust CRM with a top-notch mobile app
Freshsales CRM Features
Freshsales CRM provides users with an extensive set of tools to help them manage their customer relationships better and continuously grow their business. Below are its key features.
Lead Scoring & Management
Freshsales CRM has features that allow users to effectively manage leads. These tools include lead scoring which lets them prioritize their most important leads.
Other lead management features include profile enrichment which lets them enhance their contacts’ profile automatically with data pulled from online sources like social media profiles. There are also tools that allow users to assign leads to the most appropriate sales reps.
One of the features that makes Freshsales CRM a full-featured CRM is their built-in phone. Users can make phone calls from within Freshsales CRM and even record calls and link them to contacts.
Other features include call routing where they can have certain calls routed to their team based on identified criteria like their expertise, product line, or territory. There’s also an area to document call notes that sales reps can refer to before making their next calls.
Visual Pipeline Management
Users can set-up their pipeline in a dashboard layout that lets them easily get a status of their deals at a glance. Users can move deals along their pipeline with drag and drop features. They can also prioritize deals and activities with a few clicks as well create multiple sales pipelines to accommodate a variety of deal types.
Workflow automation tools in Freshsales CRM allow sales professionals to automate repetitive tasks. This allows them to reduce errors and ensure that critical tasks that must be done with each sale are complete. Tasks that they can automate with Freshsales CRM workflows include sending emails and updating records.
Users can also use “if, then” rules to trigger tasks to be completed when certain actions take place like generating invoices when deals have closed.
Which CRM Provider is Best for You?
Most Helpful Freshsales CRM Reviews
Freshsales CRM reviews found online are mostly positive. Users highlighted its simplicity and ease of use. They also commended its seamless integration with the Freshworks ecosystem. On the other hand, while some users found its simplicity to be a benefit, others considered it as a limitation, saying that the interface looks too basic and lacks functionalities.
Easy to learn and intuitive CRM tool from the Freshworks family
“Freshsales CRM is an easy and intuitive software with simple but efficient functions that can also customize existing interfaces and templates to your best taste. Its integration with different tools is very good, especially with other Freshworks software like Freshdesk, and Freshchat, which is practical to have. The customer support is also very responsible and friendly.”
Lacks social media integration; interface is very basic
“We noticed that sometimes it works very slow. In addition, our customers are asking to establish an integration with Facebook and social networks. The interface is very simple—it lacks many functions such as configuring notifications and alarms. These small inconveniences may be solved easily in the next system update.”
Freshsales CRM Frequently Asked Questions (FAQs)
How does Freshsales CRM help users manage their customers better?
Freshsales CRM offers users with a 360 customer view of their clients, including social media accounts and profiles, online activities and purchasing behavior, interaction history, and appointments to provide them with all the pertinent data each time they get in touch with their customers.
Can Freshsales CRM automate the company’s phone calling system?
Yes. Freshsales CRM has a built-in phone that automatically logs the incoming and outgoing calls. Users can also manually log their calls should they receive calls on their personal number.
Is it safe to use Freshsales CRM in terms of data privacy?
Yes. Freshsales CRM’s servers are hosted in a world-class data center protected by 24-hour surveillance. It is also always up-to-date with the latest security patches.
Our Top CRM Provider Picks
If you aren’t sure if Freshsales CRM is right for you, this article on the 10 Best CRMs for Small Business is a review of our top choices. Our team looked at a variety of solutions and narrowed down our recommendations based on price, features, and ease of use.