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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 Capsule?

Experience a user-friendly online CRM designed to enhance customer relationships, boost sales, and optimize your time management. Consolidate all customer data in a single location for easy access. Monitor interactions, review historical data, and deliver individualized experiences to your clients. Customize your sales pipeline to align with your specific sales approach, allowing you to identify deals that require your focus or are nearing closure. With our comprehensive reports, you can pinpoint which activities most significantly influence your sales performance, enabling you to make informed business choices. Shape Capsule allows you to streamline team organization, ensuring each member views only the information relevant to their role. Track their progress and concentrate their efforts effectively. Additionally, Capsule integrates smoothly with well-known applications like G Suite and Mailchimp for enhanced functionality. Capsule Mobile enhances your experience with caller ID and prompts you to log notes in your CRM after each call. All features of Capsule are accessible on both Android and iPhone devices, ensuring you have the tools you need at your fingertips. This level of accessibility and integration makes managing customer relationships more efficient than ever before.

Media

Media

Integrations Supported

Business Card Reader
Configure One Cloud
Desktop.com
Facebook
Freshdesk
Gravity Forms
HubSpot Data Hub
HubSpot Marketing Hub
Kixie PowerCall & SMS
LeadsBridge
Microsoft 365
Minoa
Refold
Robly
Toky
Workato
Wufoo
Xero
Zapier

Integrations Supported

Business Card Reader
Configure One Cloud
Desktop.com
Facebook
Freshdesk
Gravity Forms
HubSpot Data Hub
HubSpot Marketing Hub
Kixie PowerCall & SMS
LeadsBridge
Microsoft 365
Minoa
Refold
Robly
Toky
Workato
Wufoo
Xero
Zapier

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

$18 per user per month
Professional Plan: $18 per user per month
Teams Plan: $36 per user per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

24 Hour Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Freshworks

Date Founded

2011

Company Location

United States

Company Website

www.freshworks.com/crm/

Company Facts

Organization Name

Zestia

Date Founded

2009

Company Location

United Kingdom

Company Website

www.capsulecrm.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

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Interaction Tracking
Lead Management
Sales Pipeline Management

Conversion Tracking

Not specified

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Forecasting

Dashboard
Graphical Data Presentation
Performance Metrics
Sales Trend Analysis

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