About Freshsales

Freshsales is a cloud-based salesforce automation software designed to help businesses manage leads, customer engagement, client relationships, and more via a unified portal. The platform enables organizations to create and monitor sales activities, add custom fields to capture and store customer information, and synchronize data across the entire customer journey, from prospecting to contact and conversion.

Freshsales enables enterprises to define custom rules to automate leads assignment and create and handle marketing campaigns to engage with the target audience. Administrators can categorize contacts’ data using custom criteria, assign leads to teams based on skills or tasks, and update holidays to automatically transfer calls. It also offers other features such as customizable email templates, activity timelines, a built-in phone dialer, product catalog management, and more.

Freshsales lets teams establish custom workflows to automate recurring tasks using event-based triggers and run chat campaigns to interact with the customers. It also supports integration with various third-party applications like QuickBooks, PandaDoc, DocuSign, Xero, and more.

Pricing starting from:

US$15.00/month

  • Free Version
  • Free Trial
  • Subscription

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

United Arab Emirates, Argentina, Austria, Australia, Belgium , Bolivia, Brazil, Canada, Switzerland, Chile, Colombia, Costa Rica, Germany, Ecuador, Spain, France, United Kingdom, Hong Kong SAR China, Indonesia, Ireland, Israel, India, Italy, Japan, Kuwait, Mexico, Netherlands, New Zealand, Oman, Panama, Peru, Philippines, Poland, Puerto Rico, Portugal, Romania, Sweden, Singapore, Thailand, United States, Uruguay, South Africa

Supported Languages

Dutch, English, French, German, Italian , Polish, Portuguese, Russian, Spanish, Traditional Chinese

Pricing starting from:

US$15.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Freshsales Software - Freshsales contacts landing page
Freshsales Software - Freshsales multi-channel engagement
Freshsales Software - Freshsales built-in phone dialer
Freshsales Software - Freshsales deals page
Freshsales Software - Freshsales Freddy AI next best action recommendations
Freshsales Software - Freshsales Freddy AI Deal Insights
Freshsales Software - Freshsales sales dashboard
Freshsales Software - Freshsales marketing dashboard
Freshsales Software - Freshsales sales forecast
Freshsales Software - Freshsales creating segment
Freshsales Software - Freshsales activities dashboard
Freshsales Software - Freshsales contacts list
Freshsales Software - Freshsales activity timeline
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Freshsales video
Freshsales Software - Freshsales contacts landing page
Freshsales Software - Freshsales multi-channel engagement
Freshsales Software - Freshsales built-in phone dialer
Freshsales Software - Freshsales deals page
Freshsales Software - Freshsales Freddy AI next best action recommendations
Freshsales Software - Freshsales Freddy AI Deal Insights
Freshsales Software - Freshsales sales dashboard
Freshsales Software - Freshsales marketing dashboard
Freshsales Software - Freshsales sales forecast
Freshsales Software - Freshsales creating segment
Freshsales Software - Freshsales activities dashboard
Freshsales Software - Freshsales contacts list
Freshsales Software - Freshsales activity timeline

Features

Total features of Freshsales: 158

  • AB Testing
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Audience Targeting
  • Auto-Responders
  • Behaviour Tracking
  • Behavioural Analytics
  • Budgeting/Forecasting
  • CAN SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call List Management
  • Call Logging
  • Call Management
  • Call Recording
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Campaign Tracking
  • Case Notes
  • Cataloguing/Categorisation
  • Chat/Messaging
  • Click Tracking
  • Client Management
  • Collaboration Tools
  • Communication Management
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Engagement
  • Customer Service Analytics
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customisable CTAs
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Dashboard
  • Data Import/Export
  • Data Management
  • Data Visualisation
  • Deal Management
  • Docket Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Electronic Signature
  • Element Analytics
  • Email Campaign Management
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • FAQ
  • Field Sales Management
  • For Financial Institutions
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Funnel Analysis
  • Heatmaps
  • Image Library
  • Interaction Tracking
  • Internal Chat Integration
  • Key Performance Indicators
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • Legal Case Management
  • List Management
  • Live Chat
  • Location Tracking
  • Marketing Automation
  • Marketing Calendar
  • Mobile Access
  • Mobile Optimised Emails
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multi-Currency
  • Multivariate Testing
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Product Catalogue
  • Prospecting Tools
  • ROI Tracking
  • Real Time Notifications
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Routing
  • Sales Activity Management
  • Sales Analytics
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Spam Blocker
  • Split Testing
  • Statistical Analysis
  • Subscriber Management
  • Task Management
  • Team Assignments
  • Team Management
  • Template Management
  • Templates
  • Territory Management
  • Third Party Integrations
  • Time Tracking
  • Visual Analytics
  • Visual Editor
  • WYSIWYG Editor
  • Web Forms
  • Web-based Deployment
  • Website Analytics
  • Website Visitor Tracking
  • Workflow Management

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Zoho Expense

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Reviews

Overall rating

4.6 /5
(549)
Value for Money
4.5/5
Features
4.4/5
Ease of Use
4.5/5
Customer Support
4.5/5

Already have Freshsales?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 549
Jose J
Overall rating
  • Industry: Market Research
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Great CRM Platform for Startups and Growing Businesses

Reviewed on 12/11/2022

Aside from the onboarding process, we enjoy using Freshsales and believe it's worth it to manage...

Aside from the onboarding process, we enjoy using Freshsales and believe it's worth it to manage your contacts and leads. Freshsales is a great platform to use with any sales pipeline.

Pros

When I started using Freshsales with my team, we get amazed with the simplicity of the CRM and the flexibility of features and options with each contact. Also, we enjoyed the integration with Freshdesk support and assistance platform.

Cons

The onboarding was a little bit long, it took around 3 days, even though we started with a few contacts by then. I hope they improve the onboarding time or change the methodology to enroll using Freshsales.

Alternatives Considered

Zoho CRM

Reasons for Choosing Freshsales

Bitrix24 interface was overwhelming for our team.

Switched From

Bitrix24
Gregor
Overall rating
  • Industry: Machinery
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Freshsales suite fulfills our needs

Reviewed on 11/10/2022

Overall experience is good. Now that we are on an enterprise plan, support is good. When we were...

Overall experience is good. Now that we are on an enterprise plan, support is good. When we were not enterprise client, the support was often slow.

Pros

This product offers a lot of features and does offer a multi-touchpoint approach. Email journeys, Whatsapp integration, Chatbots, SMS...

Cons

I miss if/than functionality in workflows. That would greatly reduce the manual work when setting up the workflows and adding new conditions.
Another thing that I do not like is the policy and the pricing related to the marketing contacts. All plans have the limitation of 1000 marketing emails per month. This can be quickly exceeded especially if you are sending newsletters to your contacts. There is an option to upgrade, but that is way too expensive and completely unscalable when a business grows. We have overcome that with integrating CRM with SMTP service that takes over this part and is calculated on the number of emails sent.

Alternatives Considered

HubSpot CRM

Reasons for Switching to Freshsales

We were using Freshsales for 2 years now. We searched for alternatives, but we saw that Freshsales serves all our needs.
Adam
Overall rating
  • Industry: Computer Hardware
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

Missing things rivals do well

Reviewed on 10/10/2022

Not great. Customer service is excellent, though!
Things I think should be basic (or I used in...

Not great. Customer service is excellent, though!
Things I think should be basic (or I used in Pipedrive) just don't exist or don't work in Freshsales.

Pros

What it has is pretty easy to use, and finally with the addition of timeline view, getting different views is good. Creating reports is not easy, although very powerful.

Cons

Mail integration is pointless for me. If set to 'auto', all emails from a client appear on all of their deals, rather than having intelligent algorithms that are deal-specific. Also, no search function on email page immediately makes have email sync pointless for me.
Sync is slow. I can add a deal, or a contact, but often won't appear in searches for a long time, so I can't start linking emails or creating new deals.

Nicholas
Overall rating
  • Industry: Human Resources
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Freshsales review by Nick Chambers

Reviewed on 11/10/2022

Managing email campgins in a personalised and professional way. Keeping track of and updating...

Managing email campgins in a personalised and professional way. Keeping track of and updating changes in circumstances to our correspondents in real time. Filtering contacts according to specific criteria.

Pros

The customer support - without it we could not have implemented and continue to find new ways of applying it to manage our relationships and grow our business

Cons

That you cannot create a list of contacts to email straight from your inbox. We often need to send semi standardises responses to several contacts awaiting a reply. At the moment it is not possibe to select and set them up for a bulk email. This would save us a lot of time if you created this very simple feature.

Alternatives Considered

Zoho CRM and Salesforce Sales Cloud

Reasons for Switching to Freshsales

Because the testing process was so efficient and userfriedly and we never felt alone though out and we made the right choice because customer support has continued to be so good since the purchase.
Lindsey
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best CRM for our small business

Reviewed on 6/10/2022

We've been very pleased overall, it has streamlined out business development processes, customer...

We've been very pleased overall, it has streamlined out business development processes, customer support is fantastic

Pros

The web based piece is so important, it's customizable, ease of use for new employees, crosses over for sales, marketing and recruiting

Cons

Search function, would like to search keyword

Alternatives Considered

Claritysoft CRM and HubSpot Marketing Hub

Reasons for Choosing Freshsales

Krap was not functional for our business, too many barriers

Switched From

Keap

Reasons for Switching to Freshsales

Price and functionality
Showing 5 reviews of 549 Read all reviews

Freshsales FAQs

Below are some frequently asked questions for Freshsales.

Freshsales offers the following pricing plans:

Free: Free for Unlimited Users Growth: $15/user/month billed annually (or) $18/user/month billed annually Pro: $39/user/month billed annually (or) $47/user/month billed annually Enterprise: $69/user/month - billed annually (or) $83/user/month billed annually

Freshsales has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

Freshsales supports the following languages:

Dutch, English, French, German, Italian, Polish, Portuguese, Russian, Spanish, Traditional Chinese

Freshsales supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Freshsales integrates with the following applications:

Alfresco Mobile, Asana, Calendly, DocuSign, Freshchat, Freshdesk, Gmail, Google Calendar, Google Workspace, HubSpot CRM, Mailchimp, Meta for Business, Microsoft 365, PandaDoc, QuickBooks Online Advanced, Quickbooks Online, Segment, Slack, Trello, Xero, Zapier

Freshsales offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep)

Related categories

See all software categories found for Freshsales.