Freshsales Review 2023: The Best CRM Tool for Sales Team?

Freshsales is a cloud-based, AI-supported, intuitive CRM software for sales tailored to help small, medium, and large businesses manage client connections and optimise sales processes for overall business growth.

As a comprehensive CRM tool, Freshsales offers sales managers a plethora of features, including lead generation and tracking tools, extensive customization options, superior customer service, and more.

In this article, we will delve right into all Freshsales has got to offer your business as regards closing sales. Let’s dive right in.

Freshsales Features

Freshsales is featured with some great and interesting features as follows:

• Sales Automation

Speaking of sales automation, this is one of the exciting things that makes Freshsales stand out amongst other CRM tools. Freshsales is incorporated with a one-of-a-kind AI called Freddy to assist sales teams with actionable tasks for closing sales.

Freshsales AI lead scoring feature helps sort leads by using raw and hidden information from emails, chats, and web forms, it deduplicates data, alongside prioritises contacts with higher conversion rates.

In addition to using data analysis to assess clients based on interaction, ideal customer profile, and collected data, Freddy also uses data analysis to predict when deals should be closed, assisting sales personnel and teams in creating more accurate monthly and quarterly sales forecasts.

Another sales automation feature that is worth mentioning is Freshsales’ workflow automation. Workflow automation allows sales managers to automate manual tasks that would ordinarily take time to complete. With this feature, businesses are provided with sales sequences that enable them to engage their customers and prospects with scheduled campaigns such as emails, SMS, phone calls, social media chats, and newsletters, all based on actions taken by customers along the sales pipeline.

What’s more interesting is that there are templates readily available for the sales sequence and can be customized according to your brand’s taste.

Let’s also talk about having personalized engagements with customers, Fresh sales provides an avenue for you to nurture customers’ relationships through personalized engagements.

• Apps Integration

Freshsales has integration support for a vast number of business and productivity apps used by sales teams such as Zoom, Google Calendar, Hubspot, Quickbooks, Mailchimp., Microsoft365, Typeform, Survicate, Box, etc. More interestingly, these apps are also available for use on the Freshsales mobile app for iOS and Android devices.

Freshsales can also be integrated with other Freshworks software such as Freshmarketer, Freshchat, etc.

• Mobile App Support

Aside from being available for use on desktop devices, Freshsales is available as a mobile app for iOS and Android devices, enabling sales teams to work on the go, not compulsorily using their computer every time.

An intuitive feature of the Freshsales mobile app is the offline usage mode that enables users to access necessary work data offline. Other features available on the mobile app include app integration, call recording, voice note feature, and Uber booking.

• Contact and Lead Management

With Freshsales, creation of new contact, deal, or account is an incredibly simple process as it requires just the submission of email addresses or website link.

The sales CRM tool also supports creation of up to 10 sales pipelines and users are provided with a couple of settings option such as stage ordering and expiration dates for nurturing leads according to actions taken along their sales process.

Sales personnel can also assign different priority levels to each sale pipeline phase to simplify chances of closing deals and forecasting revenue. Additionally, Freshsales incorporates a timeline view for enabling sales teams to restructure and categorize contracts according to their forecasted expiration dates.

For businesses willing to generate branded invoices, quotes, or contracts for their brands, Freshsales provides an add-on feature called CPQ (configure, price, quote) that can be purchased for this purpose. Interestingly, these branded invoices, quotes, or contracts can be automatically tagged to individual deal or contract entry.

• Extensive Communication Channels

To enable sales teams attend to customers without leaving the platform, Freshsales provides seamless integration with several communication channels such as email services and social media chat platforms.

Freshsales can be integrated with a vast number of email services and not just that alone, several email templates are provided to aid bulk outreach.

Sales agents can also conveniently communicate with clients in real-time on different social chat platforms such as WhatsApp, LINE, Facebook Messenger, and Apple Business Chat without exiting their Freshsales dashboard.

Freshsales has a built-in cloud telephony feature that allows making and receiving calls within the platform.

• Report Analytics

Reports are essential to businesses’ growth. As a tool tailored for businesses growth, Freshsales features a comprehensive report analytic system for users to be kept abreast of their lead generation and sales closing processes.

There are two customizable reports dashboard available on Freshsales. The first is centered around sales, deal conversions data presentation, sales velocity, closure rates, trends, etc. The second is focused on lead generation, territory, source, and filtrating information by time.

Through lead generation reports, Freshsales users are aware of the number of customers captured from various sources such as the company’s website or social media.

Other reports such as sales velocity and activity reports provides sales managers with information about the campaigns, sales persons,or territories that drive in more revenue.

For newly onboarded users on Freshsales, the platform provides them with 30 days sample reports. These sample reports contain vital data such as lead funnels, owners-based pipeline size, sales performance by individual sales representaive, and other essential data.

Freshsales Pricing

Freshsales offers a forever free plan and a 21-day no-card free trial on its premium plans. The available pricing plans are as follow:

Free plan

This costs $0 and its forever free. It has the following features:

• Up to 3 users support
• 1 sales pipeline
• 1 currency
• Up to 20 workflows
• Up to 5 sales sequence per user
• 250 personalized bulk emails daiky
• No sales forecasting
• 2 GB of file storage per user.

Growth plan

This costs $19/user monthly and $15/user per month (billed annually). It has the following features:

• Unlimited users
• 1 sales pipeline
• 1 currency
• Up to 20 workflows
• Up to 5 sales sequence per user
• 250 personalized bulk emails daiky
• No sales forecasting
• 2 GB of file storage per user.

Pro plan

This costs $47 and $39/user per month (billed annually). It encompasses the following features:

• Unlimited users
• 10 sales pipeline
• Multiple currencies
• Up to 50 time-based workflows
• Up to 10 sales sequence per user
• 1000 personalized bulk emails daiky
• AI supported sales forecasting
• 5 GB of file storage per user.

Enterprise plan

This costs $83 and $69/user per month (billed annually). It encompasses the following features:

• Unlimited users
• 10 sales pipeline
• Multiple currencies
• Up to 50 time-based workflows
• Up to 10 sales sequence per user
• 1000 personalized bulk emails daiky
• AI supported sales forecasting
• 5 GB of file storage per user.
• Custom modules
• Sandbox
• Audit logs
• Dedicated account manager

You can try Freshsales for 21 days free by clicking here