What is Freshsales?

Freshsales is a Customer Relationship Management(CRM) tool designed for small and medium-sized businesses to enhance sales and marketing capabilities, including inbuilt chat and phone functionalities.

A CRM software helps businesses offer their customers a personalized and seamless experience. Moreover, it helps business owners build cordial relationships with their customers by keeping a record of all customer interactions, keeping track of your sales, arranging and prioritizing business opportunities, and enhancing collaborations between various teams. For instance, with Freshsales, you can collect and analyze details of your leads, customers, and sales. Also, you can create and send marketing emails according to the buying journeys of your leads and make calls. Therefore, while you focus on growing your business, Freshsales’s sole business is to help you manage your sales, marketing, and customer relationships, thereby enhancing all your business operations.

Freshsales has positioned itself as the choicest small business CRM. The user base limit offered by this company is unlimited on the free plan. For starters, it provides 24 hours support on five business days over the phone, email, and chat. You are also granted access to demos and user guides to understand the business CRM better. It also allows you to restrict your CRM’s access based on the access-category of your employees using their role-based access design.

Freshsales is geared towards providing an effective system that helps small and medium-scale businesses with customer management by providing one CRM platform that unifies all your business processes, from sales and marketing to data management. It saves you the hassle of managing your customer base and allows you to focus more on growing your business. Moreover, it helps you engage with prospects across various platforms, build valuable relationships with customers and prospects, get insight into your business, improve your team’s productivity, and ramp up your sales.

What popular features do you get with Freshsales?


  • Multiple Pipeline Management
  • 2000 bulk emails/users/day
  • Ten sales campaigns/user
  • 50 intelligent workflow
  • Advanced Reporting

  • Advanced CRM Customization
  • Territories and lead assignment
  • Advanced lead scoring
  • Auto profile enrichment
  • Reports dashboards

  • Smart forms and event tracking
  • EUC data center
  • IP safe listing
  • iPhone and Android Apps
  • Third-party app integration

Customer Support is available at Freshsales

Freshsales CRM features offer services that can enhance your sales and marketing activities through:

1. Email Marketing and Tracking
Freshsales has tools that allow sales reps to send bulk emails drafted on customized templates, including scheduling, and calendar-syncing features. It helps them identify who is interested in their product, i.e., who opens their email, and helps them nurture these prospects.

2. Direct Calls
Freshsales allows calls to be transferred directly without installing another hardware or software.

3. Event Tracking
Freshsales allows you to dig into your contact’s history while you speak with them to identify their interests and inclinations toward your solution. It guarantees an efficient deal closing process with hot prospects and leads.

4. Lead Management
Freshsales helps you manage your contact effectively by offering a comprehensive view of all relevant information and conversations. This enables you to distinguish between pending, won, and lost deals. In addition to the AI-based lead scoring system that boosts the lead capturing process, the platform provides prompt notifications to remind you of appointments and tasks.

5. Sales Management
Freshsales stands among all sales CRM, offering total visibility and insights into every stage of the sales process. With the drop and drag navigation on the its platform, you can follow-up with your leads, spot trends, analyze wins and losses, and spot challenges that deter your performance.

6. Reporting, Dashboards, and Analytics
Freshsales offers a suite of reports by default, which includes but is not restricted to email reports and sales pipelines, and presents them in neat dashboards. With its intuitive report tool, you can generate reports at any time and obtain a summary of the information you need to run a more fine-tuned campaign.

 

What kind of business is Freshsales ideal for?

Freshsales is best suited for small businesses. It is easy to set-up and has a simple layout that is easy to learn. It offers tailored functions to help small businesses boost sales and run effective marketing campaigns. With Freshsales, small companies can:

  • Have access to vital information about contacts, accounts, and deals.
  • Generate leads in the CRM by capturing website visitors.
  • Get insights on how to follow-up with prospects.
  • Track deals and predict revenues.
  • Identify and follow-up with prospects through customized marketing journeys.
  • Automate sales activities to boost productivity.

Pros and Cons

  • Freshsales has robust features, yet it is clean, simple, and easy to use.
  • It provides tracking tools that give sales reps insight into how customers interact with their brands.
  • Freshsales makes it possible for businesses to track user engagement with websites.
  • Its sales process is flexible.
  • Customers enjoy prompt customer support services.
  • The system features a wide range of integrations to widen the scope of its function.


  • The Freshsales free plan does not make any report available.
  • Cannot export data to a third-party solution.
  • The lead generation tool is not available on every plan.

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How much does Freshsales cost?

*based on information provided by the vendor. Actual cost may vary.

Freshsales pricing strategy is straightforward as they operate on a no-hidden fee policy. So the labeled price is the exact thing that you get. The Freshsales system offers four pricing plans: Free, Growth, Pro, and Enterprise. The details of each of these plans are explained below:

1. Free Plan
This plan does not cost anything.
Features

  • Contact and account management
  • Contact cycle stages
  • Built-in chat
  • Email
  • Phone features
  • Mobile App support
  • 24/5 customer support

2. Growth Plan
The growth plan goes for $15 for each user per month and $18 for each user per year. It has all the features of the free program and more.
Other Features

  • Sales pipeline view
  • Contact scoring
  • Sales sequences
  • Product Catalogue
  • Customer Reports and dashboards

3. Pro Plan
The Pro Plan goes for $39 for a month and $47 for a user per year. It includes all the features of the Growth plan and more.
Other Features

  • Multiple sales pipelines
  • Time-based Workflows
  • Deal insights
  • Next best action suggestion
  • Chat Campaigns
  • WhatsApp business

4. Enterprise Plan
The Enterprise plan goes for $69 for each user per month and $83 for each user annually. It has all the features in the Pro plan and more.
Other Features

  • Custom modules
  • Auto-profile enrichment
  • Forecasting insights
  • Audit logs
  • Dedicated account manager

Final thoughts...

Freshsales is best suited for small and medium-scale businesses. Its free plan is even feature-packed and sufficient for some brands. So what are you waiting for? We recommend using its 30-day free trial to decide if you want this CRM or not. For further information, visit the Freshsales site to know more.