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 start, 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 out there. If you're looking for an all-in-one CRM that combines sales and marketing, we recommend Freshsales Suite instead.

国外网站加速神器十大

Get Freshworks CRM solutions from $15 per user/mo
Freshsales is just one of a suite of CRM solutions offered by Freshworks, which combine phone, email, and messaging. Each solution is intuitive, user-friendly interface and boasts strong sales features; all reasons why our editors recommend Freshworks for small businesses.

View Deal

国外网站加速神器十大

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

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

Built-in phone and email capabilities enable you to communicate directly with contacts from the CRM, while the mobile app allows you to capture data on the go.

Freshsales does require 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 choice.

Overall, Freshsales is an affordable and comprehensive CRM that offers all of the standard functionality you need to drive your sales team forwards.

Score: 4.5/5

Read on for the full review.

国外网站加速神器十大

国外网站加速神器十大

国外网站加速神器手机

Freshsales is an affordable CRM that makes contact management simple. With its beginner-friendly interface and powerful AI system, it makes for a great starter CRM for small businesses, though it also boasts enough advanced features to appeal to small- and mid-sized enterprises.

To start with, we were impressed by 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 over 10 languages, as well as create custom fields, modules, sales activities, and more. So, the software can be molded to suit the needs of virtually any business. 

国外网站加速神器下载

Image 1 of 4

Freshsales offers comprehensive contact and account management tools. You can view an activity timeline of a contact's engagement with your brand, enabling you to target them more strategically with sales calls and follow-ups. The AI-powered contact scoring system prioritizes top leads based on a prospect's engagement, helping you close deals faster.

Freshsales also offers you tools you need to communicate with contacts, with in-built phone and email functionality and a mobile app. You can even set up live chat on your website schedule, and join Zoom meetings from the CRM software.

In addition, Freshsales enables you to 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 cut down on the manual work involved in nurturing leads, and streamline sales processes so that you can focus on closing deals. 

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

国外网站加速神器十大

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

Freshworks has also added the capability to group users into ‘teams’ to improve collaboration and introduced weighted sales pipelines. These display a sales forecast that’s weighted by the likelihood that deals will close. 

The company has also added new features to the Freshsales app, helping sales reps close deals on the go. You can now record voice notes on the app and attach them to a record, make calls directly from the app, and check in at your location on the app. 

国外网站加速神器手机

Freshsales offers four pricing plans, including an Enterprise plan that offers advanced AI features, more storage data, and a higher limit for 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 scales with the number of end-user licenses you need.

Freshsales is notable for offering a free plan, which many of its competitors, such as Salesforce, do not. The free plan offers a basic level of contact management, but it doesn’t include access to reporting - an important feature for any CRM.

国外网站加速神器十大

In order to better review Freshsales' CRM offering, we ran through a series of its main features and tools, testing them and establishing how each can be used.

国外网站加速神器免费

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

The CRM enables you to see a comprehensive timeline of a prospect's engagements with your brand through website, email, and other channels, helping you gain greater visibility into your customers and build relationships in more strategic ways. 

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

This feature is particularly useful for sales teams collaborating across different geographies and time zones. 

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

There’s a built-in phone with call recording as well as an email client integration that enables you to email contacts in bulk. Freshsales also includes email templates so you can launch basic campaigns without ever leaving the CRM.

While Freshsales does offer some lead generation tools, these are only available with costly upgrades. For example, a feature that populates records with publicly listed information about contacts is only available on the Enterprise plan, even though this is a standard feature on Insightly’s CRM software.

国外网站加速神器十大

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

You can set up rules that will automatically assign leads to sales reps according to criteria like region, language, area of expertise, and more.

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

Once you've set the conditional actions and triggers, these sequences run in the background. As a result, it takes minimal ongoing effort to keep contacts engaged with your company.

To expand existing functionality, Freshsales also offers integrations with project management apps including Zapier, QuickBooks, and Xero, among others. Freshsales has announced plans to add more integrations in the future. 

However, it currently falls short on integrations when compared to Insightly, which boasts a library of more than 500 business apps.

国外网站加速神器手机

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 that sales reps are making educated decisions based on existing data and helps them decide how to move a lead further down the path to conversion. 

Freddy AI also helps forecast sales by predicting how likely deals are to go through and displaying a sales pipeline that’s weighted by deal likelihood. Deal likelihood and weighted forecasts are visible on a single dashboard, giving managers a better overview of how the whole sales team is performing and what kind of numbers they can expect to achieve.&nb