Leader badge

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.

Pricing

Price Starts At:
$9 per user per month
Price Overview:
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?:
Yes

Screenshots and Video

Company Facts

Company Name:
Freshworks
Date Founded:
2011
Company Location:
United States
Company Website:
www.freshworks.com/crm/
Edit This Page

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Webinars
Support
24 Hour Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Freshsales Categories and Features

Sales Tracking Software

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Sales Force Automation Software

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Engagement Software

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Analytics Software

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Acceleration Software

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Lead Management Software

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

Inside Sales Software

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Email Tracking Software

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

Contact Management Software

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
Social Media Integration

CRM Software

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

More Freshsales Categories

  • Reviewer Name: Carolina C.
    Position: Chief Executive Officer
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Freshsales provides support throughout all sales sequences

    Date: Sep 24 2022
    Summary

    Freshsales is very easy to use and comes with many tools that help improve and shorten the sales process, I have been able to organize all the contacts and provide them with information that will help them understand our different insurance plans and decide which one is the best for them, it has been a great way to communicate with all the potential leads and close many deals successfully; Freshsales is a software that has saved us a lot of energy because it automates the entirety of sales sequences and it guides us through every step in order to make things right and offer the client the best experience when deciding to purchase, it is able to organize current leads to know which ones are the highest-quality with the contact scoring tool, and it saves us much time because we do not have to sort leads on our own but we have a ton of tools that will help us achieve a perfect deal.

    Positive

    Freshsales is a helpful tool to increment sales and have a direct tool to track communication with current clients, as well as attracting more clients through many strategies that the software studies and analyzes with its amazing technology. I am able to analyze all prospects and interact with them in different ways, through the website, through social media, and find out quick information about the client, knowing how they interact with our website, what do they find more interesting and what were they confused about when visiting our site, if this is a potential lead and more interesting things that this software allows me to analyze through their backed-up technology. It is very easy to track visitors and understand the context in which each individual is visiting, and based on that, proceed with the right strategy to turn the lead into an actual client.
    The process of converting prospects into actual active clients of our business is hugely shortened thanks to the automation that Freshsales provides, the sales sequences are automatically made easier by providing a great timeline of all the stages of the sale process, and having the ability to sort out the contacts based on the quality of them based on interactions to ensure that we finish a sale in a successful manner. It also allows us to organize contact information in order to facilitate the communication between different channels, and it enables multi-channel communication once the information has been submitted, making this part of the sales funnel more automated and great to work with as it becomes more agile.
    Its artificial intelligence system is like no other, allowing us to have a sort of virtual assistance that is always there to support us throughout all the process, giving us suggestions and studying data when we do not have time to, it analyzes everything in-depth and helps us make the right choice, and choose whether a the sales process of a potential customer will be successful based on data from the past, giving us a potential answer to the final result of the process, and it has been very insightful at providing us with thoughtful answers that we highly appreciate in order to make a final decision on how to proceed or improve our strategies. It not only has helped us in that aspect, but it constantly does many of the tasks that we considered were manual, but now the assistance of the AI does things like maintaining accurate data and maintaining data up to date, deleting duplicates or wrong information and it updates us constantly about our contacts, providing us helpful insight on when are the right times to communicate with each contact based on its detections.

    Negative

    I have had a difficult time every time I need to reach out to support about the function of tools or a bug happening that will affect my work, I have contacted support a couple of times through their support chat but it does take a long time for a person to actually reach out to you to take your case and solve it, the customer support lacks persistence and organization when it comes to solving customers’ doubts quickly or even in a moderate amount of time, and I feel like even though there is an attempt, they still have not solved this issue fully. I also find the software to be quite pricey, it certainly is a lot compared to other alternatives that we considered when looking for a CRM software, I feel like this is not a very accessible software to many businesses.

    Read More...
  • Reviewer Name: Dan H.
    Position: Manager
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Flashy but Frustrating

    Date: Apr 01 2022
    Summary

    Good if you like flashy software with all sorts of slide outs and pretty icons. Good if you use mobile apps. Bad if you want to integrate with other Freshdesk products. Bad if you want a good task manager or like to have clean data that is shared with a CRM system.

    Positive

    The UI is very well designed. Works well for basic and important stuff, like creating leads, converting to companies/contacts, adding deals, tracking deal progress. Webforms work well. Pages are very flexible and easy to customize.

    Negative

    The company seems to focus on all these fancy things like mobile apps, bots, chat, etc without doing the easy stuff. Like there is no good integration with a 3rd party IP phone service. You have to use Freshcaller - which is terrible. There is no easy way to merge companies or leads. You have to click an multiple tabs and filters to get a decent task list. And the integration with its own product Freshdesk is poor. You would think that you would be able to share records btw Freshsales and Freshdesk - but you cannot. They also have two versions of Freshsales - classic version and Freshsales CRM, We were left behind on Freshdesk Classic and no body told us.

    Read More...
  • Reviewer Name: Jen S.
    Position: Manager
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    We have been working for a long time

    Date: Mar 11 2022
    Summary

    If you want to automate your sales, then feel free to choose this application. You will not regret that you chose it.

    Positive

    I like this app, everything is clear in it, user-friendly interface and responsive support. I highly recommend it.

    Negative

    I don't see any disadvantages, because for such a price both support and the application itself with a user-friendly interface.

    Read More...
  • Reviewer Name: Nikyle J.
    Position: Sales and Marketing Associate
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Freshsales makes my Job easy

    Updated: Jul 10 2022
    Summary

    Overall, Freshsales is an incredible product. It helps to automate and reduce manual efforts. Its training team is great, they train you in a very short duration.

    Positive

    The Freshsales platform makes my job very easy. It allows me to connect with leads and attract potential clients. Its user interface is very refreshing and easy to understand. Its automation and analytics features I liked the best. It gives every aspect of data to analyze performance.

    Negative

    The contact import process is not seamless. Take some extra time to import.

    Read More...
  • Reviewer Name: Milan G.
    Position: Senior Technical Product Manager
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Well Integrated CRM and Sales Product

    Date: Nov 02 2022
    Summary

    One of the most interesting elements about Freshsales is email integration into its CRM. It enables a robust place to gather leads and contact potential users from the same dashboard. Its AI chatbot is very smart and responds to clients accurately.

    Positive

    Freshsales is easy to set up and onboarding was seamless. Its AI chatbot also helps to bring leads. It can be integrated into different email marketing programs. You can communicate with potential leads directly using email and chat. Easy to visualize sales pipeline.

    Negative

    I had a very smooth experience with this product. No cons.

    Read More...
  • Reviewer Name: Jeremy Z.
    Position: Human Resources Leader
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 5,000 - 9,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Freshworks favors constant communication with our customers

    Updated: Mar 20 2021
    Summary

    The platform is great for those people or companies that deal with a large number of customers and accounts, it allows us to automate the process by establishing rules, facilitating productivity and efficiency in sales management. We adopted the Freshworks platform and we obtained a satisfactory experience with our customers in an automated and personalized way. We further improved our customer services, adapting and meeting their specific needs.

    Positive

    The platform offers an automated chat with artificial intelligence bots which facilitates the communication with our clients in a way that responds to all their doubts and questions immediately, without having to reject any of their queries.

    Negative

    It does not have a version for servers, only for mobile devices, the email templates at the time of making any of our campaigns is usually stuck on the platform, making us lose some time.

    Read More...
  • Reviewer Name: Jason K.
    Position: Social Media Manager
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Freshworks has enabled us to move all of our data to the cloud efficiently and quickly

    Date: Mar 21 2021
    Summary

    Freshworks is suitable for maintaining an e-commerce, a digital commerce and also a physical services company, which has not been any inconvenience to own these types of businesses. Although it needs improvement, it is a program that we can highly recommend. We were able to improve the area of commercial prospects and the area of relationships, solving in an adequate way several problems of potential customers again from the implementation of adequate information. We were also able to acquire a live database to do strategic data management and strategic leads management in Administration with each customer thus improving sales velocity and customer quality.

    Positive

    This software has advanced integration and great organization when it comes to Leads. We have been able to organize the sales department thanks to the intelligent data metrics that Freshworks offers us, forecasting is also essential. We hardly needed any tutorials or training to understand the use of this software, either in the use of the mobile application or in the use of the web version. It has several integrations and the APIs are very easy to manipulate.

    Negative

    We have already asked support for an update to improve the proposal generator since the functions that this option shows us are quite limited even if we have the Premium version active. We also need a better visual composer for each display board as this allows us to have a list of potential customers in an organized way. We can also improve the CML and CRL contracts option.

    Read More...
  • Reviewer Name: Marlio B.
    Position: Organizational Development People Chief
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 10,000 - 19,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Freshworks: The best advanced CRM to manage our company

    Date: Jul 30 2021
    Summary

    Freshworks is the best CRM on the market right now. You can easily and quickly configure all the workflow diagrams and at the same time automate it almost immediately, as well as let us also configure the sequences of campaigns via email.

    Positive

    Freshworks handles in a spectacular way a fairly complete and clean sequence of sales in order. When importing contacts and accounts, it presents a quick way to do it. We can also synchronize the calendar and have a better management and order of the planned tasks. Finally, it shows us the facility of the module of offers to be able to place all the pending objectives.

    Negative

    The learning curve is not suitable for everyone as it requires a minimum learning resource to be able to manipulate Freshworks. Sometimes when we import a file it comes with errors in the main interface and not directly in the email where it is displayed well.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Head Accountant
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Powerful CRM and what we just needed with customer relations.

    Date: Feb 18 2021
    Summary

    Helps a lot in boosting customer relationship.
    Chat support is impressive with their friendly responses.
    Great mobile app to use.

    Positive

    Great with keeping customer relations.
    Chat support is very convenient and very helpful.
    Very phenomenal with lead management.

    Negative

    Great and most superb CRM with maintaining good relationship with customers.

    Read More...
  • Reviewer Name: Mohit V.
    Position: Operations Manager
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Freshsales, excellent CRM

    Date: Aug 13 2020
    Summary

    Freshsales is easy to operate customer relationship management software. The most noticeable advantage of Freshsales CRM is it provides advanced and intelligent lead scoring. It makes it easy and saves time in email marketing.

    Positive

    Easy to interact with customers.
    Live chat and email support options to contact and interact with customers.
    Helps to manage sales.

    Negative

    I never encountered any problem with this tool.

    Read More...
  • Reviewer Name: Kunal R.
    Position: Manager
    Has used product for: Free Trial
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Best for Email Marketing

    Date: Jun 27 2020
    Summary

    I used many marketing tools in the past. Freshmarketer is also a great email marketing platform. It offers me very user-friendly automation marketing. My favorite feature is its custom templates and personalized emailing.

    Positive

    Freshmarketer is an automated marketing platform. It delivers the best customer service. Offers many email marketing customization. You can send a personalized email for specific users makes it best to greet on their birthday.

    Negative

    Freshmarketer is a great marketing tool. I had no bad experience.

    Read More...
  • Reviewer Name: Sarah G.
    Position: Manager
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Pretty but Requires Too Many Clicks

    Date: Sep 20 2020
    Summary

    I think the experience is satisfactory. It manages what we want to do, but sometimes I feel Freshsales spends more time creating fancy edge features (mobile apps, integrations with 3rd party apps) than optimizing the workflow for the typical user.
    For example, you still cannot merge companies, and the sync with Freshdesk is so limited that we turned it off.

    Positive

    Does all the basics. Captures leads, manages customers and companies, track deals, emails and communications. Relatively simple to use.

    Negative

    It takes too many clicks to gather call the information needed to get make follow-up calls. Does not do a good job of organizing contact info and information on prior communications in one place. I find myself constantly clicking back and forth btw different slide outs and linked pages to get this info

    Read More...
  • Reviewer Name: Shruti K.
    Position: SMM Manager
    Has used product for: Free Trial
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Perfect 'CRM manager'

    Date: Jul 20 2020
    Summary

    Some of its features are email management, event tracking, phone, lead scoring, activity capture, account management, lead management, sales sequences and many more. Real time alerts on email. Progress of the deals can be easily tracked. Clean and simple interface.

    Positive

    Freshsales is best CRM software for our sales team. Highly intuitive user interface. Powerful features. AI based software. Nurture, manage, attract and close the lead. Easily customisable dashboard. Intelligent workflow automation. Both IOS and Android apps are available. User friendly software. It enables call recordings. Allow us to direct contact with just simple click. Reliable and secure app. 21 days free trial available.

    Negative

    Customer support are very supportive. Easy to use software. No cons.

    Read More...
  • Reviewer Name: Kevin K.
    Position: Sales Manager
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    OK but Not Great

    Updated: Sep 03 2020
    Summary

    We have used for a couple years primarily because its cheap. Initially purchased because of the integration with Freshdesk, but we turned that off because it never worked. The company seems to be more focused on having a slick UX instead of making things easy to use. It's a hassle to navigate between contacts, companies, deals and leads. There is way too much info hidden that can only be accessed by going into edit mode. There are lots of capabilities - such as mobile apps - but I rather have them focused on improving the core functions rather than adding all these new edge features that I will never use.

    Positive

    Affordable.
    Modern Design.
    Manages basic needs (leads, contacts, companies, deals, reporting).
    Has some useful features (convert leads to contacts/deals).

    Negative

    Cannot merge companies.
    Many integrations are so limited that they are worthless.
    Difficult to switch btw contacts and deals and companies.
    Too much information hidden and only accessible via slide outs and when editing.

    Read More...
  • Previous
  • You're on page 1
  • Next