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Freshworks CRM

by : Freshworks


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Freshworks CRM logo
freshsales logo
freshsales logo
freshsales logo

Freshworks CRM

by : Freshworks

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Brand: Freshworks

Type: Software

Operating System: Windows, IOS, Android

Free Trial Available: No

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Freshworks CRM Software Overview

What is Freshsales CRM?

Freshsales CRM is a cloud-based customer relationship management software that leverages a retail firm to see through the customers buying patterns to increase sales. It gives you a 360-degree view of individual customers and merges their experience within a unified platform. 
Freshsales CRM offers an intuitive module of its own that is known as Freshcaller, using which an enterprise can send targeted emails, make calls and reach out to relevant prospects in a single click. 

Admins can monitor individual deals across various pipelines and set goals for their sales team to achieve. Freshsales CRM offers customizable reports, making it more beneficial for companies in decision making. The software is completely safe to use and offers data protection in compliance with GDPR regulations. 

Pipeline Management and how it facilitates easy monitoring of deals?

  1. Pipeline Management: In most CRM systems, the term pipeline management designates the process of overseeing and directing future sales in various stages. Pipeline management enables CRM managers to accurately predict future revenues and make future strategies
  2. You can generate multiple pipelines within their sales CRM and monitor relevant deals in an accurate manner.
  3. Enterprises can set stage probabilities for individual deals. The weighted pipeline within the software will offer a detailed forecast of their sales stages. 
  4. Organizations can filter out deals and can take actions like sending bulk SMS, update the customer via email etc. They can also monitor the deals in a list view and configure individual columns to display the most important information. 
  5. Stagnant deals can be marked by assigning age mechanisms. Rotten deals get marked in red, enabling users to view which deals can still be revived.  

Pricing of Freshsales CRM

  1. Freshsales CRM is available as per the following pricing options: 
  2. Blossom (₹ 799/user/month billed annually, ₹ 1399/user, billed monthly): The plan is available for Rs.1399 on a monthly basis for one user. 
  3. Garden (₹ 1799/user/month, billed annually, ₹ 2599/user, billed annually): The plan is available at a price of Rs. 2599 on a monthly basis for one user.
  4. Estate (₹ 3199/user/month, billed annually, ₹ 4699/user, billed monthly): The plan is available at a price of Rs. 4699 on a monthly basis for one user. 
  5. Forest (₹ 5799/user/month, billed annually): The plan is available at a price of Rs.69,588 on a yearly basis for one user.  

Benefits of Freshsales CRM

  1. Better Communications: Freshsales CRM offers consistent communication between customers and employees, and leaves team members with no information gap.
  2. Better Collaboration: Freshsales CRM facilitates better collaboration between the sales, marketing, and support teams. It also reduces the response time for any ticket of complaint or request generated by a customer. 
  3. Push Notifications: With Freshsales CRM, employees get instantly notified when a new task or an individual lead is assigned to them. The software also offers relevant notifications about upcoming meetings. 

Comparison FreshSales CRM with other Sales CRM Software

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  3. FreshSales CRM vs Bytepaper Sales CRM
  4. FreshSales CRM vs WTM Sales CRM Software

Freshworks CRM Features

  • checkbox Lead, Contact ,Account, and Deal Management Freshsales offers a unified information management procedure. It helps you make a better deal with various metrics and
  • checkbox Visual Sales Pipeline Enterprises can locate individual deals within each stage of their pipeline. They can filter out and sort the deals to get a
  • checkbox 2-way Email Sync Seamlessly sync 2-way emails and organize them in proper folders. The feature also lets you track and schedule individual emails
  • checkbox Lead Scoring  Enterprises can score multiple leads by calculating their individual characteristics and behavior. They can easily sort out
  • checkbox Phone powered by Freshcaller With Freshsales CRM, users get access to Freshcaller that enables you to make calls in a single click. They can log calls to
  • checkbox SMS Integration SMS integration with preferred SMS-provider is available. You can send personalized messages to owners, customers and leads. With
  • checkbox Freshworks Integrations You can Integrate the software with Freshchat, Freshcaller, Freshdesk and Freshconnect.
  • checkbox Marketplace Apps Freshsales CRM can be integrated with marketplace apps like Hubspot, Zapier, Quickbooks, Mailchimp, Segment and more.
  • checkbox API Access The APIs of Freshsales CRM belongs to the REST category. You can perform operations like adding, modifying, reading and data
  • checkbox Territories and Lead Assignment The software uses a round-robin mechanism to assign relevant leads to individual representatives. It also assigns contact deals
  • checkbox Smart Matches The Freddy tool detects and displays duplicate leads and contracts by employing smart matching techniques.
  • checkbox Custom roles Admins can generate multiple custom roles, schedule their access levels, and grant permissions using the software.
  • checkbox Advanced Reports The software offers a wide variety of reports related to visual sales, trendline, sales activity, velocity and more. You can also
  • checkbox 250 Bulk Emails/User/Day With Freshsales CRM, you can generate email templates for their clients and forward the particulars in bulk on a daily basis.
  • checkbox 5 Sales Sequences/User  Sales sequences eliminate dependency over other tools for any other email campaigns. You can leverage Freshsales CRM to
  • checkbox 10 Workflow Automations Freshsales CRM allows for easy workflow automation. You can perform procedures like organize, record updates, task generation,
  • checkbox 10 Teams  Enterprises can group their employees into teams and share tasks, reports, appointments, campaigns and territories with
  • checkbox 1000 Bulk Emails/User/Day  With the Bulk email sending feature, an authorized user can send up to 1000 emails per day, facilitating improved campaign
  • checkbox 10 Sales Sequences/User You no longer have to depend on external platforms to facilitate  email campaigns.
  • checkbox 25 Workflow Automations The workflow automation feature offered by Freshsales CRM increases the efficiency and accuracy levels of an individual business
  • checkbox 25 Teams It facilitates enhanced management of campaigns, appointments, tasks and reports.
  • checkbox 5000 Bulk Emails/User/Day The bulk email sending feature facilitates better lead generation and customer interaction procedures.
  • checkbox 25 Sales Sequences/User You can sequence their sales campaigns in an efficient manner with Freshsales CRM, without having to depend on external
  • checkbox 100 Workflow Automations You can automate their entire CRM workflow and offer the best services to capture leads and pre-existing clients.
  • checkbox 50 Teams Concurrent deployment of 50 teams can greatly impact the business and increase profits.
  • checkbox Advanced CRM Customization You can customize their Freshsales account to reflect their business values. You can generate multiple fields, add custom roles,
  • checkbox Auto Profile Enrichment The software extracts the profile details of a particular lead from their social accounts and updates it within its database in
  • checkbox Reports & Dashboard Freshsales CRM’s intuitive dashboard offers access to crucial information at a glance.  
  • checkbox Smartforms and Event Tracking Organisations can track the journey of their individual leads, the web-pages visited by them, along with their interaction
  • checkbox Multi Currency Freshsales can be used globally. The software supports more than 150 currencies to seal the deal.
  • checkbox Sales Goals Enterprises can define goals and track their progress levels. Managers can assign goals to teams based on their territory,
  • checkbox EEA Data Center Freshsales CRM is compliant with GDPR. Business owners can store their data with the EU Data Center.  
  • checkbox IP Whitelisting Enterprises can generate a list of trusted IP addresses and monitor access rights from the particulars for safety reasons.
  • checkbox Audit Logs Audit logs offer a detailed list of recent changes in a chronological manner, including the changes made in sales campaigns,
  • checkbox Dedicated Account Manager Account managers are offered a close view of crucial elements, including fields like account hierarchy, contacts, communication,

Freshworks CRM Plans & Pricing

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Freshworks CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Language:
  • Windows, IOS, Android
  • Desktop, Mobile
  • Web-Based
  • Hospitality, E-Commerce, Real Estate
  • All Businesses
  • English

Freshworks CRM Reviews

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We love to hear from our buyers! If you have used the solution already, why not share your thoughts and help others make the right purchase.
12, Sep 2016
star star star star star
This company was very helpful! I was looking for a Software. They asked a few questions in a 5-10 minute phone call and then provided 4 useful and appropriate recommendations. They did not bombard me with any unwanted information. They did provide me with other useful tools such as links to demos and pricing, and a scorecard for rating the software. They worked quickly and did not waste any of my time. I highly recommend using Techjockey to help you find a solution to your needs!
Rashmi Kasera
05, Sep 2016
star star star star star
Initially, I had thought I would regret buying from here... But I couldn't have been more wrong.

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Freshworks CRM FAQ

Q. How does the 30-day free trial work? arrow

A. When you sign up, you instantly get access to our fully-loaded Estate plan for 30 days. We will email you when your trial expires. You can then select a plan and pay by credit card to continue using the product. If you choose not to continue, your account will be suspended.

Q. Is my data safe? arrow

A. At Freshworks, we take data security seriously. Our servers are hosted in a world-class data center that is protected by 24-hour surveillance and we ensure that our application is always up-to-date with the latest security patches.

Q. How does the built-in phone work? arrow

A. Make and receive calls in Freshsales by purchasing local and toll-free numbers starting at $1/month. Once you enable the phone feature, you’ll receive an email along with a credit worth $5 to buy and make phone calls. You can always top up your credits from “Plans & Billing” in your Freshsales account

Q. Can I upgrade or downgrade anytime? arrow

A. Yes, you can. Freshsales is a pay-as-you-go service so you can upgrade, downgrade or cancel at any time. We do not have cancellation fees. But if you cancel, you’ll be billed for the current month.

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