About Freshsales

Freshsales is a cloud-based salesforce automation software designed to help businesses manage leads, customer engagement, client relationships, and more via a unified portal. The platform enables organizations to create and monitor sales activities, add custom fields to capture and store customer information, and synchronize data across the entire customer journey, from prospecting to contact and conversion.

Freshsales enables enterprises to define custom rules to automate leads assignment and create and handle marketing campaigns to engage with the target audience. Administrators can categorize contacts’ data using custom criteria, assign leads to teams based on skills or tasks, and update holidays to automatically transfer calls. It also offers other features such as customizable email templates, activity timelines, a built-in phone dialer, product catalog management, and more.

Freshsales lets teams establish custom workflows to automate recurring tasks using event-based triggers and run chat campaigns to interact with the customers. It also supports integration with various third-party applications like QuickBooks, PandaDoc, DocuSign, Xero, and more.

Pricing starting from:

USD 15.00/month

  • Free Version
  • Free Trial
  • Subscription

Devices

Business size

S M L

Markets

United Arab Emirates, Argentina, Austria, Australia, Belgium, Bolivia, Brazil, Canada, Switzerland, Chile, Colombia, Costa Rica, Germany, Ecuador, Spain, France, United Kingdom, Hong Kong SAR China, Indonesia, Ireland, Israel, India, Italy, Japan, Kuwait, Mexico, Netherlands, New Zealand, Oman, Panama, Peru, Philippines, Poland, Puerto Rico, Portugal, Romania, Sweden, Singapore, Thailand, United States, Uruguay, South Africa

Supported Languages

Dutch, English, French, German, Italian, Polish, Portuguese, Russian, Spanish, zh-hant

Pricing starting from:

USD 15.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Freshsales Software - Freshsales activities dashboard
Freshsales Software - Freshsales contacts list
Freshsales Software - Freshsales contacts landing page
Freshsales Software - Freshsales activity timeline
Freshsales Software - Freshsales built-in phone dialer
Freshsales Software - Freshsales deals page
Freshsales Software - Freshsales Freddy AI next best action recommendations
Freshsales Software - Freshsales Freddy AI Deal Insights
Freshsales Software - Freshsales sales dashboard
Freshsales Software - Freshsales marketing dashboard
Freshsales Software - Freshsales sales forecast
Freshsales Software - Freshsales multi-channel engagement
Freshsales Software - Freshsales creating segment
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Freshsales video
Freshsales Software - Freshsales activities dashboard Freshsales Software - Freshsales contacts list Freshsales Software - Freshsales contacts landing page Freshsales Software - Freshsales activity timeline Freshsales Software - Freshsales built-in phone dialer Freshsales Software - Freshsales deals page Freshsales Software - Freshsales Freddy AI next best action recommendations Freshsales Software - Freshsales Freddy AI Deal Insights Freshsales Software - Freshsales sales dashboard Freshsales Software - Freshsales marketing dashboard Freshsales Software - Freshsales sales forecast Freshsales Software - Freshsales multi-channel engagement Freshsales Software - Freshsales creating segment

Features

Total features of Freshsales: 144

  • AB Testing
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Management
  • Appointment Scheduling
  • Audience Targeting
  • Auto-Responders
  • Behavior Tracking
  • Behavioral Analytics
  • CAN SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call List Management
  • Call Logging
  • Call Management
  • Call Recording
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Case Notes
  • Cataloguing/Categorisation
  • Chat/Messaging
  • Client Management
  • Collaboration Tools
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customisable CTAs
  • Customisable Forms
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Management
  • Data Visualization
  • Docket Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Electronic Signature
  • Element Analytics
  • Email Campaign Management
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • FAQ
  • Field Sales Management
  • For Financial Institutions
  • For Sales Teams/Organizations
  • For Startups
  • For iPad Devices
  • Forecasting
  • Funnel Analysis
  • Heatmaps
  • Image Library
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • List Management
  • Live Chat
  • Location Tracking
  • Marketing Automation
  • Marketing Calendar
  • Mobile Access
  • Mobile Optimized Emails
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Currency
  • Multivariate Testing
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Product Catalog
  • Prospecting Tools
  • Real Time Notifications
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Routing
  • Sales Analytics
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Source Tracking
  • Spam Blocker
  • Split Testing
  • Statistical Analysis
  • Subscriber Management
  • Task Management
  • Team Assignments
  • Team Management
  • Template Management
  • Templates
  • Territory Management
  • Test Scheduling
  • Third Party Integrations
  • Time Tracking
  • Visual Analytics
  • Visual Editor
  • WYSIWYG Editor
  • Web Forms
  • Website Analytics
  • Website Visitor Tracking
  • Workflow Management

Alternatives

HubSpot CRM

4.5
#1 Alternative to Freshsales
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging...

Zoho CRM

4.2
#2 Alternative to Freshsales
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

Insightly

3.9
#3 Alternative to Freshsales
Grow your business faster than ever before by building stronger customer relationships, managing sales opportunities...

Zendesk

4.4
#4 Alternative to Freshsales
Zendesk's fully customizable help desk solution makes things easy on your customers, sets your teams up for success,...

Reviews

Overall rating

4.6 /5
(481)
Value for Money
4.5/5
Features
4.5/5
Ease of Use
4.5/5
Customer Support
4.5/5

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Showing 5 reviews of 481
Paul W. Paul W.
Overall rating
  • Industry: Computer Software
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Easy On-boarding and setup, fast support.

Reviewed on 31/01/2019

We are too big for no CRM, but not big enough to implement the HubSpot and Salesforce CRMs of the...

We are too big for no CRM, but not big enough to implement the HubSpot and Salesforce CRMs of the world. We tried those systems thinking we needed the features and analytics, but the spend and maintenance for those systems are too high. Freshsales, Freshchat, Freshmarketer, and Freshdesk make a seriously well priced and powerful system full of the features we need to produce the right results: a good relationship with customers.

Freshworks' customer support is spot on. It seems no matter when I need help, they are less than a few minutes away from a solution. Freshchat is king! We've even deployed the same support structure on our website (Freshchat) and lead conversion has gone way up. It's nice to see a company have a product good enough to use themselves. I also like being able to achieve the same results for my customers as Freshworks has produced for me without major customizations.

Pros

I was able to easily onboard to this system from HubSpot and Salesforce. The features in this system just work. You expect something to operate in a certain way, and it just does. Mail and calendar integration is super easy and really responsive (I used both Office 365 and Google Integrations). I love email templates and sales campaigns, they make working with leads and customers so easy and are not tucked away in a corner.

The UX is much better than other systems, which means my salespeople are more likely to use the CRM, which is a common problem among salespeople and CRM systems.

Cons

Freshsales is right-sized for us. It lacks some of the major enterprise features of bigger CRMs; but you also don't have too many features right in the way.

I'm not a huge fan of the field paging UI on leads, deals, accounts, and contacts. I get that it makes it so you can add as many fields as you want, but it's hard to navigate and organize my screen just the way I like it. I resorted to using the Edit screen though, even when I'm not necessarily editing and that works well enough. Definitely not a big deal compare to all the other awesome features.

Humberto C. Humberto C.
Overall rating
  • Industry: Cosmetics
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

If you need support, look elsewhere

Reviewed on 17/03/2021

In short, great app, downright awful support

In short, great app, downright awful support

Pros

Very easy to implement. Currently using FreshDesk, FreshCaller and FreshSales. Great integration, everything works quite well.

Cons

As long as you do not need help from support, you will be fine. Every time that I have contacted support it has unfortunately been very disappointing. Even the most basic question takes an inordinate amount of time to get a response. Specific issue on FreshSales that really was upsetting is the fact that under the blossom program you get absolutely no reports, zero. In order to get reports, you have to upgrade to the next plan, garden. The cost per user goes from 12 to 25 if you are on the annual plan or 19 to 35 on the monthly. It is really hard to understand why some basic reports were not provided under blossom. Yes, the app is very useable without reports, however, if you are managing a team and want to see data across users, forget about it. You need reports and will have to migrate to the next plan up. I cannot stress the fact that the support is just simply not a priority for them, for many folks this could be the one thing that will force them to look somewhere else.

Alternatives Considered

Salesforce Platform and Zendesk

Reasons for Switching to Freshsales

The decision to choose freshworks was for most part driving by cost.
Verified Reviewer
Overall rating
  • Industry: Renewables & Environment
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 2.0 /10

Lots of issues w/ CRM migration + bugs

Reviewed on 08/03/2019

Overall very disappointed - we have had expensive downtime for our sales team, actual downtime from...

Overall very disappointed - we have had expensive downtime for our sales team, actual downtime from our customers not being able to use our software due to their tracking snippet and hours spent going back and forth with their support team not getting to a resolution. Amazing they have raised so much money and have not been able to address these issues. Doesn't feel like a production ready software product.

Pros

Liked the featureset and price and the fact that they promised full migration support from our previous CRM. Unfortunately it did not turn out as advertised.

Cons

During the sales process I was told that they would provide full service assistance with migrating us from a previous CRM and this was a big reason why we picked Freshsales after a through search across the options in the market. They told us it would be completed by a certain date and then missed the deadline - my sales team had no CRM for over a week and was logging all their notes in spreadsheets! Then when the incomplete data showed up, we were missing the dates of actions along with whole categories of actions. I'm writing this 5mo later and after working with multiple support personnel from Freshsales this is still not resolved. We've also had issues with bugs in the software including their snippet which tracks website actions blocking folks from being able to login to our software 2x. Twice we've had slow performance on our web app reported (we run a software company) and our engineering team has troubleshot and pinpointed the Freshsales snippet as the source of the problem. The call feature with call recording is not usable with customers reporting choppy connection / poor connection on over 50% of calls. Numerous small bugs found in the software that affect usabiilty. We build software and it's very clear that they need improvements to their software testing process and less overpromising from their support team.

Julio L. Julio L.
Overall rating
  • Industry: Construction
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Great CRM for your company.

Reviewed on 05/08/2021

In overall we are really happy with this CRM, we have been using it for years now, we honestly...

In overall we are really happy with this CRM, we have been using it for years now, we honestly think that there is room for improvement but so far we like it, and is what you need to keep your business going.

Pros

I really like the fact that this CRM allows me and my company to keep track of the prospects we are working with, we can keep track of the last contacts, if we made a phone call or an email and save tasks to continue working in the future. Is also a great tool to keep track of the pipeline process with financial information and pending tasks.

Cons

Keep all the prospects updated is one of the topics they can improve, is not easy to always have all the team to work on a lead and add the information, and is better to work on a computer than on a phone app, in the construction field you are always traveling and is really hard to have a laptop with you so I think a mobile version with better options and more user friendly is better.

Maciej N. Maciej N.
Overall rating
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great CRM for consultants

Reviewed on 12/02/2020

I work alone. The software meets my needs in helping me track my interactions with clients. What I...

I work alone. The software meets my needs in helping me track my interactions with clients. What I like in CRM system is it's easily accessible and quick to use, so it does not slow down my activities, but instead helps me be more productive. And Freshsales does that well.

Pros

Pros are numerous - some of them are:
- integration with Exchange/Gmail for incoming mail,
- many plans to choose from,
- intuitive and easy to use,
- good mobile app

Cons

Not many cons. What I would like to see are more integrations. Especially with Todoist for task management (I've been using Todoist for years and it is just the most accessible and streamlined task management app).

I am not fully happy with the quality of customer support, but maybe I was just a bad luck (I do not require much of support).

Alternatives Considered

Capsule and Insightly

Reasons for Choosing Freshsales

Accelo radically raised ther prices.

Switched From

Accelo

Reasons for Switching to Freshsales

It integrates fully with MS Exchange, while the other ones don't.
Showing 5 reviews of 481 Read all reviews

Freshsales FAQs

Below are some frequently asked questions for Freshsales.

Freshsales offers the following pricing plans:

Free: Free for Unlimited Users Growth: $15/user/month billed annually (or) $18/user/month billed annually Pro: $39/user/month billed annually (or) $47/user/month billed annually Enterprise: $69/user/month - billed annually (or) $83/user/month billed annually

Freshsales has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

Freshsales supports the following languages:

Dutch, English, French, German, Italian, Polish, Portuguese, Russian, Spanish, zh-hant

Freshsales supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Freshsales integrates with the following applications:

Alfresco Mobile, Asana, Calendly, DocuSign, Facebook for Business, Freshdesk, Freshdesk Messaging, Gmail, Google Calendar, Google Workspace, HubSpot CRM, Mailchimp, Microsoft 365, PandaDoc, QuickBooks Online Advanced, Quickbooks Online, Segment, Slack, Trello, Xero, Zapier

Freshsales offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep)

Related categories

See all software categories found for Freshsales.