Freshsales Review 2024: Is It The Best CRM Software?

In today’s business world, having the right customer relationship management (CRM) software can make all the difference in achieving sales success.

The competition in the CRM software market is brutal than ever before. This year, Freshsales CRM has emerged as one of the leading contenders, capturing the attention of businesses of all sizes.

With over 60,000 companies worldwide already onboard, Freshsales has been making waves in the CRM arena. 

But is it truly the best CRM software for your needs? That’s the burning question we’re here to answer.

In this in-depth Freshsales Review for 2024, we’ll explore its key features, user-friendliness, and more. We’ll cut through the marketing noise and present you with the facts and figures you need to make an informed decision. 

Whether you’re a sales professional, business owner, or CRM enthusiast, this review will help you determine if Freshsales is the CRM solution you’ve been searching for. 

Stay tuned for the inside scoop!

Key Features Of Freshsales

1. Complete customer data view

Imagine you’re managing your contacts, deals, and tasks, but you want to visualize your data in a way that’s easy to understand and manage. Freshsales offers fantastic Modern Views to help you achieve just that!

1. Table View: Organize your data like a pro with the Table View. It’s perfect for those who love structure and precision. Seamlessly display your information in rows and columns, making it easy to scan, edit, and analyze.

2. Kanban View: Get creative and visually organize your work with the Kanban View. Move cards from one column to another, just like you would on a physical Kanban board. It’s a fantastic way to track progress and stay on top of your tasks.

Activity Timeline:

Ever wanted a time-traveler’s insight into your customer’s journey? The Activity Timeline is here to make that possible! Gain a chronological view of your customers’ interactions across your website, app, and other touchpoints. Understand their engagement like never before and tailor your approach accordingly.

Details Section:

Sometimes, it’s all in the details! Freshsales provides an in-depth understanding of your contacts, modules, apps, and touchpoints. Dive deep into your data to make informed decisions and provide a personalized experience that your customers will love.

Highlight Cards:

When it comes to CRM, actionable insights are pure gold. Freshsales brings the bling with Highlight Cards! These nifty cards spotlight key modules, activities, meetings, sales sequences, and the last time you contacted someone. It’s like having a spotlight on your most critical data, so you can make informed decisions and take swift action.

2. Reach out to your customers in their preferred channels.

Email Integration:

A seamless connection between your inbox and Freshsales. With their two-way email sync, you can effortlessly manage your emails while ensuring they’re mapped to the right contacts. Plus, crafting customized campaigns is a breeze with our collection of ready-to-use email templates.

Chat Campaigns:

When it comes to chat campaigns, Freshsales takes the crown. Deliver personalized messages using trigger-based campaigns that generate and qualify leads. Wave goodbye to chat drop-offs as our custom chatbots keep the conversation alive and engaging.

Phone:

In the world of voice interactions, Freshsales is your guiding star. Handle calls with crystal-clear quality, automatically log and record them, and monitor essential metrics. What’s more, during holidays, plan and manage call routing, greetings, and voicemails like a pro.

Messenger:

The way customers interact with your business is evolving, and Freshsales is right there with you. Engage your customers in real-time support across popular channels like WhatsApp, Apple Business Chat, Facebook Messenger, and LINE. Stay connected, no matter where your customers are!

SMS Integration:

For real-time updates and turbocharged team productivity, Freshsales connects seamlessly with your SMS provider. Automate workflows and harness the power of chatbots to streamline your messaging process.

Zoom Integration:

Meetings just got a whole lot smarter with Freshsales. Their integration with Zoom allows you to effortlessly schedule, host, and join virtual meetings directly from your CRM. No more fussing with external tools – it’s all right there in Freshsales.

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3. Boost sales efficiency through automation.

Workflows:

Let’s face it, manual tasks can be a drain on your team’s productivity. Freshsales lets you automate sales processes like a pro. With conditions and event-based triggers, you can say goodbye to repetitive tasks and hello to streamlined efficiency. Workflows ensure that your sales team can focus on what they do best – selling.

Sales Sequences:

Creating and managing outreach campaigns has never been this easy. Freshsales lets you set up campaigns triggered by time or prospect behavior. Stay on top of follow-ups and reminders effortlessly, ensuring that your sales communication is not just efficient, but engaging and personalized.

Territory Management:

No more guesswork when it comes to prospect segmentation and prioritization. Freshsales empowers you with the tools to define rules and identify key territories. Metrics are built right in, giving you the insights needed to make informed decisions and boost your sales game.

Auto-profile Enrichment:

You don’t need a crystal ball to understand your prospects better. Freshsales provides accurate, auto-filled data on your prospects’ social and publicly available information. Get the context you need to tailor your outreach and make meaningful connections.

IntelliAssign:

Why manually route conversations when you can do it intelligently? Freshsales’ IntelliAssign feature takes care of it for you. It automatically routes conversations to the right customer expert or team based on skill level, conversation limits, and other factors. This means quicker, more precise responses and happier customers.

4. Seal the deal and boost your earnings.

Multiple Sales Pipelines:

Imagine being able to tailor your sales pipelines to match your business’s ever-evolving needs. Freshsales lets you create custom pipelines that not only visualize deal progress but also define sales stages in a way that aligns perfectly with your business strategy. It’s like having a sales crystal ball in your hands!

Weighted Pipeline:

Savvy sales professionals understand the power of forecasting. With Freshsales’ Weighted Pipeline, you can assign probabilities across stages, effortlessly track deal conversions, and forecast revenue like a seasoned pro. It’s your secret weapon for precise sales predictions.

Configure Price Quote (CPQ):

Simplify the often complex world of invoices, quotes, and documents. Freshsales allows you to generate and track these crucial documents with custom templates and auto-sync them with your deals. Say goodbye to the hassle of manual paperwork and hello to streamlined efficiency.

Activity Goals:

Every successful sales team needs clear objectives. With Freshsales, you can define and track your sales team’s goals based on the number of closed deals and revenue, whether it’s on a daily, weekly, or quarterly basis. Stay motivated, focused, and on target.

Product Catalog:

Your products are at the heart of your sales operation. Freshsales enables you to maintain your product inventory with ease. Configure pricing models, tax brackets, and discounts in multiple currencies, ensuring that your sales process is not just smooth but also highly profitable.

Connect with Slack:

Collaboration is key to a well-oiled sales machine. Freshsales seamlessly integrates with Slack, ensuring that conversations about deals are auto-synced. Connect and collaborate across your teams with ease, whether you’re in the office or on the go.

5. Boost your decision-making with AI-driven insights and thorough analytics

Contact Scoring:

Freshsales, with the help of Freddy AI, assigns scores based on a myriad of positive and negative signals. This means you’re always in the know when it comes to your sales-ready prospects. It’s like having a personal sales fortune teller!

Deal Insights:

Ever wished for a crystal ball to predict deal closure? With Freshsales, you don’t need one. Freddy AI takes historical sales data, engagement, and activities to provide you with invaluable insights. Say yes to predictive deal closure and make your sales process smoother than ever.

Next Best Action:

The world of sales moves at lightning speed, and Freshsales ensures you keep up. Freddy AI offers intelligent suggestions for detecting out-of-office replies, calendar management, appointment rescheduling, and task setup. It’s like having a personal assistant, but better!

Sales Forecasting:

Relying on educated guesses for sales performance is a thing of the past. Freshsales leverages past sales data to predict your future sales performance and revenue. Target high-intent deals with confidence and make your sales strategy more accurate than ever.

Reports and Dashboards:

Knowledge is power, and Freshsales ensures you have it at your fingertips. Stay on top of crucial metrics and make data-led decisions with pre-built or custom reports and visually striking dashboards. It’s like having your own data command center!

Sales Reports:

Tracking team performance and identifying bottlenecks is a breeze with Freshsales. Sales cycle, velocity, and activity reports keep you informed and in control. It’s the ultimate tool for keeping your team on the path to success.

6. Customize your CRM to suit your requirements

Custom Sales Activities:

Your sales process is as unique as your business. Freshsales understands this and allows you to create activities that are specific to your sales journey. Define your desired outcomes and effortlessly track their progress. It’s like having a personal sales assistant who knows exactly what you need.

Contact Lifecycle Stages:

Customers evolve, and so should your CRM. Freshsales lets you track your prospects through their buying journey with custom contact lifecycle stages and sub-stages. This feature provides you with a roadmap to success, helping you cater to each prospect’s unique needs.

Layout Customization:

Your business is unlike any other, and your CRM should reflect that. Freshsales allows you to take charge and customize layouts with ease. Create custom fields, groups, and modules to perfectly align with your business processes and capture all the relevant information you need. Your CRM becomes a mirror image of your business, not the other way around.

Multi-Currency and Multi-Language:

Sales have no borders, and neither should your CRM. Freshsales supports transactions in over 150 currencies and lets you view and manage data in your preferred language. It’s like having a universal translator for your CRM, ensuring you’re ready to conquer the global market.

7. Design roles and permission layers for data protection

Role-based Access:

Freshsales allows you to manage and regulate data access with precision by crafting roles and setting permissions at a record level. You have the keys to the kingdom, and you decide who gets in.

Record Types:

Freshsales lets you define data types across modules to ensure that users can update and consume information according to their roles. It’s like having a personalized data experience for each team member.

Scope and Permissions:

Data access is not one-size-fits-all. With Freshsales, you can configure permissions for individual fields and control data access at different levels – global, restricted, or territory-based. It’s a security detail worthy of a top-secret mission.

Audit Logs:

Transparency is vital in data management. Freshsales provides you with a clear trail to follow. Track and filter all actions, from edits to deletions and even configuration changes, in a chronological order. It’s like having a data detective at your service.

8. Manage your sales on the go from your smartphone

Call Logs and Voice Notes:

Logging calls and keeping track of conversations has never been more effortless. Freshsales automatically records your calls, associates them with the right contacts, and lets you take voice notes for future context. It’s like having a personal assistant who has a photographic memory.

Offline Mode:

Don’t let connectivity issues slow you down. Freshsales allows you to access your data even when you’re offline or have poor connectivity. Work seamlessly, and once you’re back online, your data syncs effortlessly. It’s like having a portable office right in your pocket.

Quick Links and Notifications:

Time is of the essence in sales, and Freshsales gets that. With quick links, you can instantly access documents, and real-time push notifications keep you on top of meetings and upcoming tasks. It’s like having a sales radar alerting you to opportunities.

Google Maps & Uber:

Locating your contacts has never been easier. Freshsales integrates with Google Maps to help you find your way. Plus, for on-site meetings, you can even hail an Uber right from the mobile app. It’s like having a navigation and transportation service at your fingertips.

SMS:

Staying in touch with your clients is a breeze with Freshsales. Send personalized SMS messages, whether it’s to individuals or in bulk. Receive responses via Twilio, Zipwhip, and ClickSend, ensuring you never miss a beat.

Zoom Meetings:

Virtual meetings are a way of life, and Freshsales makes it seamless. Schedule or join Zoom meetings right from your mobile device. It’s like having a conference room in your pocket.

9. Integrate your CRM with your preferred apps

API Access:

Why limit yourself to a closed ecosystem when the world is full of tools waiting to be harnessed? Freshsales provides you with API access, enabling you to integrate your CRM with third-party applications effortlessly. It’s like having a universal translator for your data, allowing you to communicate with any system seamlessly.

Marketplace:

In a world where collaboration and partnership are the keys to success, Freshsales introduces you to a world of opportunities through our Marketplace. Scale your CRM by bringing in apps like Slack, Gong, G Suite, Xero, Outlook, and many more. It’s like having a toolbox filled with every tool you could possibly need for your unique business requirements.

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FAQs – Freshsales Review

Conclusion

Freshsales is the all-in-one solution you’ve been searching for. With its user-friendly interface, customizable features, and seamless integrations, it empowers businesses to streamline their sales processes and supercharge productivity. 

Its powerful AI-driven tools, intuitive mobile access, and advanced reporting capabilities make it a game-changer in the CRM world. 

Freshsales is not just a tool; it’s a strategic partner that can elevate your sales game to new heights.