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Freshsales Review: The Ultimate Game-Changer for Your Sales Team! (September 2024)

Norman Dwemer

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Freshsales Review: Freshsales is a sales customer relationship management (CRM) software from Freshworks that helps sales teams streamline their processes, close deals faster, and gain greater insight into their customers.

Before we get started, it’s worth noting that Freshsales is designed specifically for the needs of sales teams, and is one of a series of Freshworks CRMs with different focuses – including Freshmarketer for marketing, Freshservice for IT support, and Freshdesk for customer engagement.

In this Freshsales review, we’ll evaluate its pros and cons, and see how it compares to the best CRM software on the market. If you are looking for an all-in-one CRM that combines sales and marketing, we recommend Freshsales Suite.

Freshsales Overview

Freshsales is a capable CRM that offers advanced contact management, workflow automation, and AI insights.

It is ideal for ambitious sales teams in small and medium-sized businesses looking to reach their prospects more strategically. Freshsales’ intuitive and customizable interface makes it a good choice for those new to CRM software and means it doesn’t require extensive team training to set up.

The integrated phone & email features allow you to communicate directly with contacts from within the CRM, while the mobile app lets you capture data on the go.

Freshsales requires an upgrade to access its lead generation tools, and the range of third-party integrations is limited. If you’re looking for a CRM with more integrations available, Insightly may be a better option.

Freshsales is an affordable, comprehensive CRM that offers all the standard functionality you need to boost your sales team.

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Freshsales: Key Features

Freshsales is an affordable CRM that simplifies contact management. With its beginner-friendly interface and powerful AI system, it’s an ideal CRM for small businesses, although it also has enough advanced features to appeal to small and medium-sized businesses.

For starters, we were impressed with Freshsales’ level of customization. Every aspect of the interface, including the main navigation menu, can be customized to your needs. You have the option to choose from hundreds of different currencies and more than 10 languages, as well as create custom fields, modules, sales activities, and more. Thus, the software can be molded to fit the needs of virtually any company.

Freshsales offers comprehensive contact and account management tools. You can view a chronology of a contact’s activity with your brand, allowing you to target them more strategically with sales calls and follow-ups. AI-based lead scoring prioritizes the best leads based on a lead’s engagement, helping you close deals faster.

Freshsales also gives you the tools you need to communicate with your contacts, with integrated phone and email features and a mobile app. You can even set up a live chat on your website calendar and join Zoom meetings from within the CRM software.

Plus, Freshsales lets you automatically assign leads to sales reps based on specific criteria, as well as customize appointments, alerts, reminders, and activities to keep your team organized. Automated workflows help you reduce the manual work involved in nurturing leads and streamline sales processes so you can focus on closing deals.

Additional integrations with third-party project management applications are also available, although the range of integrations offered is quite limited.

Freshworks is continually improving the features of the Freshsales software. Since 2019, the company has added the option to customize its main navigation sidebar, complete with custom fields, and enhanced workflow automation so that it can now automate an action based on a defined trigger.

Freshworks has also added the ability to group users into “teams” for improved collaboration and has introduced weighted sales pipelines. These show a sales forecast weighted by the likelihood of deals closing.

The company has also added new features to the Freshsales application that help sales reps close deals on the fly. You can now record voice memos in the app and attach them to a record, make calls directly from the app, and check in to your location in the app.

Freshsales: Pricing

Freshsales offers pricing plans, including an Enterprise plan that offers advanced AI features, more storage data, and an upper limit to the number of sales teams, workflows, and sequences you can create. Plans are billed monthly or annually, with discounts for annual billing, and the cost varies based on the number of end-user licenses you need.

Freshsales is notable for offering a free plan, something that many of its competitors, such as Salesforce, do not do. The free plan offers a basic level of contact management but does not include access to reporting, an important feature for any CRM.

Testing Freshsales

To better review Freshsales’ CRM offering, we walked through a series of its main features and tools, testing them and establishing how each can be used.

How Does Freshsales’ Contact Management Work?

Contact & account management is a key area where Freshsales excels.

The CRM allows you to view a complete timeline of a prospect’s engagements with your brand across the website, email, and other channels, helping you gain greater visibility into your customers and build relationships in more strategic ways.

The AI-based lead scoring system ranks leads based on their engagement, helping you prioritize the leads most likely to convert. Freshsales also offers a wealth of workflow management features, allowing you to set up tasks, appointments, activities, reminders, and alerts for your entire team to help you stay on track.

This feature is especially useful for sales teams collaborating in different geographic and time zones.

In addition, to contact management, Freshsales offers several methods for communicating with potential customers.

There is an integrated phone with call recording, as well as an email client integration that allows you to send emails to contacts in bulk. Freshsales also includes email templates so you can launch basic campaigns without leaving the CRM.

Although Freshsales offers some lead generation tools, these are only available with expensive upgrades. For example, a feature that populates records with public information about contacts is only available in the Enterprise plan, although it is a standard feature in Insightly’s CRM software.

How Does Freshsales’ Workflow Automation Work?

Freshsales improves the efficiency of sales reps by automating time-consuming tasks, freeing them up to close more business.

You can set up rules that will automatically assign leads to sales reps based on criteria such as region, language, area of expertise, etc.

You can also design sales sequences that automate repetitive, manual tasks such as following up on leads, sending welcome emails, or sending contract renewal reminders.

Once the conditional actions and triggers are set up, these sequences run in the background. As a result, minimal effort is required to keep contacts engaged with your company.

To extend the existing functionality, Freshsales also offers integrations with project management applications such as Zapier, QuickBooks, and Xero, among others. Freshsales has announced plans to add more integrations in the future.

However, it currently falls short in integrations compared to Insightly, which has a library of more than 500 enterprise applications.

What is Freshsales’ Freddy Ai?

Freddy AI is Freshsales’ advanced AI system that operates behind the scenes, learning from historical data to deliver personalized insights, predictions, and recommendations.

This AI ensures sales reps make informed decisions based on existing data and helps them decide how to move a lead toward conversion.

Freddy AI also helps forecast sales by predicting the likelihood of deals going through and visualizing a sales pipeline weighted by deal probability. The probability of closing deals and weighted forecasts are visible in a single dashboard, giving managers a better overview of the performance of the entire sales team and the kind of numbers they can expect to achieve.

Full Freddy AI functionality is only available with an Enterprise plan.

How Does Freshsales’ Mobile App Work?

Along with the online software, Freshsales offers a mobile application that allows you to stay connected to the CRM on the go.

Whether you’re traveling for work or meeting a prospect for lunch, the app allows you to access your contact’s data from anywhere. You can even download and store information for offline access.

The application offers an impressive level of functionality. You can record voice memos, send emails, make calls, book Ubers and even scan documents with the phone’s camera. You can also attach tasks, notes & activities to contact records, making it easy to keep your database up to date.

Finally, the app lets you check in at a location so that other members of your team know where you are.

Freshsales’ Competitors

Alternatives to Freshsales

Freshsales with a Basic plan is an affordable CRM solution with all the features a small business sales team might need. You get contact management tools, predictive lead scoring, 20 workflow automation, deal management tools, visual sales funnels, and much more.

In comparison, its competitor Insightly offers less workflow automation with its basic plan. However, it automatically imports publicly available data about contacts, a feature Freshsales only offers with its Enterprise plan.

HubSpot, another Freshsales competitor, is more limited with its basic plan than Freshsales. You’ll have to upgrade to access the same level of functionality that Freshsales offers, although the stated price covers two paying users instead of one.

When comparing more advanced plans, it’s clear that HubSpot is better suited for larger enterprises and the pricing reflects this.

While Freshsales offers a maximum of 10 deal pipelines, 100 automated workflows, 25 sales streams per user, and 100 GB of storage per user with its Enterprise plan, HubSpot offers up to 100 deal pipelines and 1,000 workflows.

Is Freshsales Right for Your Business?

Freshsales is ideal for small and medium-sized businesses looking for an affordable CRM that covers all the basic needs of sales teams, as well as includes some advanced features such as workflow automation and artificial intelligence.

For those working collaboratively on the go, the Freshsales application offers live data synchronization and note-taking options.

Freshsales’ phone and email integrations are also valuable tools that allow you to get in touch with your contacts without leaving the CRM while ensuring that all your communication records are in one place.

Although Freshsales offers a free plan with basic contact and account management functionality, the free plan does not include reports, which hampers its usefulness. Freshsales also does not offer lead generation tools in its basic plan, so you need to upgrade to access these features.

While Freshsales offers good native integrations with other Freshworks applications, its range of third-party integrations is limited. If the integrations you are looking for are not available for Freshsales, it may not be the right CRM for your company.

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Norman Dwemer

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Norman Dwemer is a tech blogger who focuses on the future of technology. his blog delves into emerging technologies such as artificial intelligence, blockchain, and quantum computing, as well as their potential impact on our lives and society. Rachel’s writings provide a sneak peek into the future of tech, examining the possibilities and risks of these cutting-edge technologies. he also shares the most recent developments and research in these fields, delivering the latest news and insights to his readers. Norman’s visionary outlook on the world of tech has established him as an authoritative figure for anyone interested in the forefront of technology.