freshworks Logo

Freshsales CRM Review 2020: Top Features, Pros & Cons

A 360 degree customer relationship management platform by Freshworks

5/5

One of the top CRM solutions, Freshsales offers a 360-degree solution to generate and manage your lead. It is a handy platform to increase your sales and nurture your prospects for overall growth.

When it comes to customer relationship management solutions, Freshsales is one of the popular names. It offers you a number of different communication channels to make sure that none of your prospective customers goes unnoticed.

If you wish to migrate from other popular CRMs, Freshsales offers you a quick and simple solution to get it done instantly without losing any data.

Freshsales Review

Key Features of Freshsales CRM

360 Degree Customer Management

Complete Employee Management

Lead Generation & Management

Sales Pipeline Management

Complete Communication Management

Multiple Products

Product Intro Video

Product Video

Play Video

ADVERTISEMENT

Share on facebook
Share on twitter
Share on linkedin

CRMs have been around in the market for a while now. And nowadays, the digital market is packed with a ton of different CRM options. A name that has made quite a buzz around in the digital market for a while now is Freshsales CRM

Freshsales CRM

Freshsales CRM is a product developed by the team at Freshworks software to help companies better manage their customer relationships and overall sales.

Freshsales CRM has been making it quite easy for businesses of all kinds to manage and nurture their leads. 

With a lot of market-centric and high productive features packed inside, Freshsales is quite popular for its intuitive and easy to use user interface. 

From pipeline workflows to customizable visual reports, Freshsales CRM offers pretty much all that a small and medium-sized business can ask for.  

Major Features

Freshworks has packed a ton of different features in this easy to use CRM. Each and every feature offered here helps in improving the overall productivity of the system. 

Leads Management 

Freshsales Lead Management

Lead management is one of the important and core functionality of good quality CRM. With Freshsales, you can manage everything about your customer, the complete cycle from a single interface.

It actually automates a lot of contacts and leads related works for the user. The display of contacts and leads is pretty simple and is very informative. 

You can actually see the recent chat conversations, social media posts and other contacts specific information at a glance. 

Support 

Support

This CRM offers one of the best and quick customer support. You also get video documentation and helpful webinars in Freshsales CRM.  

Interface and Use

Freshsales CRM

Freshsales CRM is considered to be offering one of the most user-friendly interface in the competition. The software has a very resourceful and productive appeal to it. 

One of the striking things here is that the most used things like email, phone, contact search, and similar other tools are always on the top of your screen, which gives it a very modern and easy to use feel. 

Chats and Communications 

Another major advantage of this CRM is the set of communication tools and resources it offers. Almost all kinds of communication can be done without leaving the software. 

Freshsales CRM incorporates almost all kinds of communication tools in the software.

You also get to do phone calls through the software, which also allows you to do automatic call recordings. You also get to do manual call logging, call transferring, and custom number calling through the software. 

Email Management 

Email Management

A must-have feature in all CRMs, the software integrates almost all kinds of major email clients, such as Gmail.

You can sync all the incoming and outgoing emails in the system, as well as you can link the appropriate email with the right contact.

Additionally, you can also send out bulk emails, monitor your email results and campaign performance.  

How to use Freshsales CRM? 

Getting started and using Freshsales CRM is quite easy. Actually one of the easiest in the market.

To begin with Freshsales, follow the steps below. 

01. Setup and Package 

Signup for Freshsale CRM

Freshsale CRM is actually available in a lot of different options, such as CRM for B2B sales, CRM for startups, CRM for sales productivity, and so on. 

The first and foremost thing you need to do is to setup your Freshsales account. This signing up includes a selection of a CRM package. 

Freshsales offers a bunch of different pricing offers for the CRM, which makes it equally flexible for small as well as large companies.

The packages start from $12 and go up to $79, depending upon the different features offered. 

02. Customize Your Settings

Customize Your Settings

Now, you have to customize your settings as per your sales process. This means that your CRM pipeline should match your overall selling process. 

This process includes setting up of fields and properties for data, staging the sales process and setting up of dates, time and currencies.  

03. Import Data

Import Data

Here you have to import all your data into the CRM, such as contacts and deals. Also, in case you are using another CRM, you have to shift your required data from that CRM to this one. 

This is a pretty simple step and all you have to do is to create a CSV file of your data with appropriate corresponding fields and upload that onto the CRM. 

04. Integrate Third-Party Tools

Freshsales CRM allows you to integrate a ton of different tools into your CRM. These third-party tools can be used to increase the overall productivity of your CRM drastically. 

For example, you can use form builders to better manage your data inputs, use chatbots to help increase the productivity of your customer support, and so on. 

05. Set up your Freshsales CRM Dashboard

Freshsales CRM Dashboard

Now here comes the subjective part. Freshsales CRM allows you to set up your dashboard as per your requirements and convenience. You can customize it as per your specific needs. 

You can choose the required statistics and features to be displayed on your front dashboard panel.

You get a ton of customization options in this CRM and make this CRM even more flexible and easy to use for your team. 

06. Enable Reports and Add Users

Add Users

Finally, add your sales team, as well as other team members into the system. Freshsales CRM makes it quite easy and compared to other CRM, the overall procedure takes very little time. 

Also, enable reports of your CRM. This feature helps you analyze and manage your progress better. You can get a visual representation of your overall workflow, which is a must these days. 

Pros and Cons of Freshsales CRM


Pros 

  • Built-in phone with call recordings
  • Easy and friendly user interface
  • Two way email sync and bulk email management

Cons

  • No tools for lead generation
  • Not a great option for complex business processes
  • Not many integrations available for project management 

Pricing

Pricing

Freshsales CRM offers a five-tier pricing plan, each with a different set of features. The plans, namely Blossom, Garden, Estate, and Forest, are priced at $12, $25, $49 and $79 respectively. 

Freshsales CRM also offers a free plan, which also offers unlimited user integration and contact management. Also, you can get a free trial of all the plans offered by Freshsales.

ADVERTISEMENT

ADVERTISEMENT

Product FAQs

01. What is CRM Freshsales?

Freshsales CRM is a leading customer relationship management platform that offers you multiple tools and services for 360-degree management of your business. Generate and manage your leads with modern communication management tools to grow your business with Freshsales.

02. How Much Freshsales Cost?

The Freshsales plans start at $12 per month and go upto $79 depending on the features and options you get.

03. Does Freashsales offer any Trial?

Yes, there is a 21 days trial period that offers you access to the platform for free. Once your trial period gets over, you can select any of the plans and continue using the CRM platform.

04. Is My Data Safe on Freashsales?

Completely. Freshsales offers you a tightly secured environment to manage your business making sure that your data is safe at any point in time.

Leave your rating

Loved This Article?

Why Not Add Your Own Product on BeginDot and Help Small Business, Digital Marketers, bloggers and other online entrepreneurs to Grow Their Businesses? Let the World Know About Your Product.

product Reviews
Scroll to Top

This website uses cookies to ensure you get the best experience on our website.