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I will share my analysis and evaluation of the softwares features, benefits, and drawbacks.
What is Freshsales CRM?
Freshsales is an AI-powered sales CRM software that helps you streamline, manage, and automate sales operations.
But theres more to it.
Lets take a closer look at the features of Freshsales.
360 Customer Information
Freshsales provides a consolidated view of your contacts.
However, I expect Freshsales to make it available for lower tiers, too.
With every contact profile, you might:
2. you could also integrate social channels like Facebook, WhatsApp, LinkedIn, and more from the Freshsales marketplace.
However, Email and voice capabilities are core to Freshsales.
I say that because these two are well-built into the interface.
I genuinely like the Shared Inbox setting.
Of course, the latter makes more sense and thus counts as more productive.
Freshsales removes the tedium of repetitive tasks with automation.
Using the automation builder, I can either customize these templates or create sophisticated automations from scratch.
Frankly, the builder is easy to use with point-and-click functions.
I can use AND/OR conditions, create If-Then rules, and trigger workflows for any action.
I also love how we can test workflows before implementing them into the system.
It opens room for experimentation, works like a sandbox environment, and helps learn from a trial-and-error process.
A sales sequence is a series of steps you could set up to nurture contacts from time to time.
A step can be an email, task, call reminder, or SMS.
Basically, you could trigger automated sales campaigns across channels based on specific events or days.
Deal Management
Deal management helps you visualize and track deal progress and status across your sales pipeline.
It is possible to create multiple sales pipelines with custom stages, weights, and goals.
Note:With the Pro tier, you’re able to create up to 10 custom deal pipelines.
Sales Intelligence is one of them.
It integrates Freddy AI to help you make smarter decisions with AI-powered predictions.
And no, predictions are not out of thin air!
Take, for example, AI-powered scoring and customer fit ratios.
Whats more, Freddy AI is not limited to sales predictions.
Mobile-Ready
Freshsales is accessible on the go via a dedicated CRM app for Android or iOS devices.
With Freshsales Mobile CRM, you might:
However, its not all sunshine and rainbows.
Below is a users feedback on Freshsales.
Combining calls, emails, and chats helps keep everything organized and less confusing.
Integrations
Freshsales is built to integrate with apps you use regularly.
Using the Freshsales API library, you might create custom integrations to connect third-party applications and data sources.
Use Case #1.
Client Management
Freshsales is a valuable sales CRM for whom every customer or lead matters.
In retail, one missed follow-up can mean losing a high-value client.
Use Case #2.
Sales Pipeline
Theres no definite way to close a deal with your customer.
With Freshsales, you’re able to create multiple sales pipelines to accommodate these variations.
Colorful Socks, a fashion-focused e-commerce brand, needed a better way to track and manage leads.
And the lead management solution was Freshsales!
In e-commerce, not every lead is worth chasing, and Freshsales helps separate serious buyers from window shoppers.
That means your team isnt wasting time on low-intent leads but focusing on the interested ones.
Use Case #4.
It has several benefits and use cases, such as:
Use Case #5.
Suppose you sell luxury items like premium cars, wine, watches, etc.
Use Case #6.
For instance, Michael Nemeroff uses Freshsales workflow automation to revive abandoned carts at RushOrderTees.
That single automation boosted conversion rates by 12%.
Heres a sneak peak:
1.
Salesforce
Salesforceis an enterprise-grade CRM software.
Its most suitable if you deal with a global clientele with a longer and complex sale process.
It has advanced analytics, multiple pipeline management, Einstein AI, and deep integration capabilities.
While powerful, I feel Salesforce tends to be pricier and complex, often requiring a considerable investment upfront.
HubSpot CRM
HubSpot CRMis suitable for teams focusing on inbound marketing strategies.
It integrates well with marketing tools, but may lack some sales-specific features found in Freshsales or Salesforce.
Pipedrive
Pipedriveis a sales CRM targeting small to medium-sized businesses.
I like the visual clarity of Pipedrive, which is just how I feel about Freshsales.
Its easy to use and implement.
However, you will find limited customization options.
To learn more, check out ourPipedrive CRM review.
Zoho CRM
Zoho CRMis especially designed for startups and small businesses.
Its easy to use, secure, and demonstrates a300% improvementin lead conversion rate.
If youre already part of the Zoho app ecosystem, this is the best alternative to Freshsales.
Zoho CRM integrates well with other Zoho apps, making data importation quick and easy.
Freshsales is for you if you have a:
Who Shouldnt Use Freshsales?
Its built-in phone and omnichannel capabilities also make it stand out.
More on CRM
Check out the below articles for more information on CRM tools.
Pipedrive CRM Review
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