Freshsales Reviews & Ratings

Freshsales

4.3 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Ratings and Reviews 14 Ratings

Total 4.5 out of 5 stars
ease 4.5 out of 5 stars
features 4.5 out of 5 stars
design 4.5 out of 5 stars
support 4.5 out of 5 stars

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What is SugarCRM?

Gain an all-encompassing understanding of customer interactions, histories, and records through a unified interface. Reduce the number of clicks required while boosting efficiency with a comprehensive view of customer data. Dive deep into customer insights utilizing advanced drill-down capabilities. Leverage integrated AI to pinpoint the best opportunities and accelerate deal closures. Receive personalized recommendations for the most impactful actions to undertake in diverse sales situations. Focus on high-potential leads with predictive analytics that evaluate the likelihood of deal success. Replicate successful methodologies by using sophisticated forecasting techniques and timely analytics. Track sales performance through real-time metrics and reporting, removing the necessity for manual spreadsheets. Anticipate changes in the sales pipeline and quota achievements using role-specific dashboards. Simplify and automate your sales processes with intuitive drag-and-drop functionalities and in-built instructional resources. Utilize Smart Guides to navigate complex sales tasks effortlessly. Collaborate seamlessly by taking advantage of native integrations with external document management systems, ensuring a smooth workflow across different platforms. This thorough approach not only boosts efficiency but also equips sales teams to operate more effectively and with greater strategic insight. By enhancing collaboration and data accessibility, teams can make informed decisions that lead to improved sales outcomes.

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.

Media

Media

Integrations Supported

Aleph
BI Book
Mailchimp
QuickBooks Online
ReturnPro
Smart Apartment Data
Supaboard
Workers by Delos
Xero
Xoxoday
Priority Software
SYSPRO ERP

Integrations Supported

Aleph
BI Book
Mailchimp
QuickBooks Online
ReturnPro
Smart Apartment Data
Supaboard
Workers by Delos
Xero
Xoxoday
Aislelabs
CalendarHero
CoPilot.Live
Cratoflow
Microsoft 365
Paperflite
zipForm Plus

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

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?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

24 Hour Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

SugarCRM

Date Founded

2004

Company Location

United States

Company Website

www.sugarcrm.com

Company Facts

Organization Name

Freshworks

Date Founded

2011

Company Location

United States

Company Website

www.freshworks.com/crm/

Categories and Features

CRM

Not specified

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

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