Ratings and Reviews 14 Ratings

Total
ease
features
design
support

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Creatio Reviews & Ratings
    589 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    12,537 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    136 Ratings
    Company Website
  • Coevera Reviews & Ratings
    753 Ratings
    Company Website
  • Act! Reviews & Ratings
    555 Ratings
    Company Website
  • D&B Hoovers Reviews & Ratings
    1,201 Ratings
    Company Website
  • Clazar Reviews & Ratings
    102 Ratings
    Company Website
  • CrankWheel Reviews & Ratings
    240 Ratings
    Company Website
  • ShareCRM Reviews & Ratings
    68 Ratings
    Company Website
  • Bigly Sales Reviews & Ratings
    9 Ratings
    Company Website

What is Freshsales?

Stop juggling various tools and start using Freshworks CRM, which has evolved from Freshsales and Freshmarketer to incorporate AI technology. This platform provides a comprehensive view of your prospects and clients, integrating marketing automation, salesforce automation, chat, and telephony into one efficient solution. With the assistance of Freddy AI, Freshworks CRM enables you to identify top leads, enhance customer interactions, finalize deals, and effectively nurture your existing clientele through an intelligent and all-encompassing system. By utilizing Freshworks CRM, your sales team gains enhanced access and oversight of a superior CRM experience. This robust platform serves as a powerful CRM and lead management solution, designed to help dynamic sales teams seize more opportunities while eliminating guesswork from the sales process. It offers a variety of features, including integrated phone and email capabilities, task management, appointment scheduling, note-taking, user behavior tracking, and comprehensive reporting tools. Through this system, you can engage in contextual conversations that significantly boost your chances of capturing more business. By attracting visitors and converting them into qualified leads, you can drive your sales success to new heights.

What is Behavia?

As consumer expectations continue to grow, it becomes essential for banks to quickly recognize and respond to customer needs while ensuring these align with the institution's business objectives, all the while managing increasing acquisition costs and maximizing profitability from existing clients. This method not only boosts overall business efficiency through informed decision-making but also fosters stronger customer relationships. To effectively manage these relationships, banks must implement strategies that involve careful design, execution, and monitoring. Moreover, leveraging data-driven insights can open up avenues for personalized cross-selling and up-selling opportunities that resonate with individual customer behaviors. The adaptability of these strategies is further strengthened by the capacity for unlimited user access and streamlined decision-making workflows. In a rapidly changing market, maintaining a proactive approach to understanding and addressing customer demands is vital for the long-term competitiveness of banks. Hence, integrating innovative technologies and practices will be crucial for evolving alongside customer expectations.

Media

Media

Integrations Supported

AppointmentCore
Autymate
BI Book
Bigly Sales
Core Commissions
Cratoflow
Fleece AI
Freshdesk
Glances
Klenty
Mailshake
Martini
NXTPulse
ReturnPro
Segment
SquadStack
Truto
Vinna AI
Workers by Delos

Integrations Supported

API Availability

API Availability

Pricing Information

$9 per user per month
Growth - $9 per user per month
Pro - $39 per user per month
Enterprise - $59 per user per month

All prices are billed annually
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Not specified

Company Facts

Organization Name

Freshworks

Date Founded

2011

Company Location

United States

Company Website

www.freshworks.com/crm/

Company Facts

Organization Name

Scorto

Date Founded

2001

Company Location

United States

Company Website

www.scorto.com

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Territory Management

Email Tracking

Audience Segmentation
Campaign Management
Event-Based Notifications
Team Management

Financial CRM

Lead Management
Relationship Tracking
Territory Management

Inside Sales

Call List Management
Call Recording
Campaign Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Insurance CRM

Not specified

Lead Management

Activity Tracking
Lead Capture
Lead Distribution
Lead Scoring
Lead Segmentation
Pipeline Management
Source Tracking

Sales Acceleration

Not specified

Sales Analytics

Not specified

Sales Engagement

CRM Integration
Email Sequences
Email Tracking / Automation
Reporting / Analytics
Sales Automation
Task Management
Workflow Management

Sales Force Automation

Call Management
Contact Management
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Referral Tracking
Territory Management

Sales Prospecting

Not specified

Sales Tracking

Not specified

Categories and Features

Financial CRM

Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments

Popular Alternatives

Popular Alternatives

NexJ CRM Reviews & Ratings

NexJ CRM

NexJ Systems Inc.
C2CRM Reviews & Ratings

C2CRM

Clear C2
VeriTouch Reviews & Ratings

VeriTouch

VeriPark
HubSpot CRM Reviews & Ratings

HubSpot CRM

HubSpot
monday CRM Reviews & Ratings

monday CRM

monday.com
360 View CRM Reviews & Ratings

360 View CRM

inBusiness Services