FreshSales: An indepth review

Integrations

Updated at Oct 7, 2024

10 min to read

BotPenguin AI Chatbot maker

BotPenguin

Content Writer, BotPenguin

BotPenguin AI Chatbot maker

Every business aims to get more leads to sell their products and to get more leads. Today choosing a CRM software is quite a huge decision for any company.  

Marketing teams today struggle to personalize campaigns and connect with the audience. Simultaneously, sales teams are pushed to have meaningless conversations with no contacts. 

FreshSales is a beginner-level Customer Relationship Management solution CRM with over 40,000 customers. But is FreshSales right for you?

 FreshSales is the 4th most popular in the CRM category. This article seeks to answer that question, covering the most important things you should consider before purchasing a CRM, including advantages and drawbacks, pricing, and features.

What is FreshSales? 

FreshSales is a cloud-based customer relationship management (CRM) solution that provides businesses and companies across different industries to manage their interactivity with existing and budding customers.

It offers Accounting, Contact Manager, CRM & Sales Dashboards, CRM & Sales Reports, CRM Analytics, Customer Support, Developer API, Document Management, Email Integration, Email Marketing / SMS Marketing, etc. 

Features of FreshSales:

  1. FreshSales allows you with a native live chat feature that helps you to embed code on your site or integrate with various chat platforms like WhatsApp, Facebook, and Apple Business Chat.
  2. FreshSales also has a feature that creates leads from emails that you receive. It captures the email senders automatically who are not already labeled as sales-qualified leads within your system. 
  3. Freddy AI is FreshSales' artificial intelligence system that provides insights into whether or not a contact would be a good fit for your business. It uses your CRM data to predict a contact's score. 
  4. You can train Freddy AI by data, including contact properties, engagement, or web or in-app activities. 
  5. FreshSales allows you to send basic mass emails and organize email campaigns. Overall, these features are easy to use and more advanced than the email tools found in competitors like Pipedrive and Copper. You can use the merge fields option to pull data from your CRM. You can extract data like contact and deal information and automatically answer them in your emails. 
  6. It also lets you send drip campaigns and trigger emails based on a user's actions. You can choose different email design templates and add various elements, including text, images, buttons, social handles, and videos. 
  7. FreshSales offers an in-platform chat feature that lets you engage your contacts in real-time. This feature in fresh sales is easy to use and robust. With this, you can create chat campaigns based on users' activity.
  8. Unlike other CRM solutions, FreshSales access you to send SMS messages to your contacts through integration with Twilio. The benefit of SMS messaging is that they work faster than emails and is less intrusive than phone calls. FreshSales allows you to send SMS messages individually or in bulk. 
  9. Pipelines allow you to visually track the progress of prospective customers through each deal stage. FreshSales works for businesses with less than 50 simultaneous deals. You can create a custom pipeline that aligns with your sales funnel. It includes remaining, reordering, and creating unique stages. 
  10. FreshSales also allows you to insert a " "percentage for each stage. You can set a " rotting age" for a certain number of days. It lets you know which deals need more effort or should be abandoned. You can use different filters to organize your deals- including deal status, campaigns, dates, and probability percentage. 
  11. FreshSales helps you to organize automatic workflows where events trigger a certain action. This feature of FreshSales is easy to navigate but best used for simple automation. It lets you create workflows related to contacts, accounts, deals, tasks, meetings, and call logs. You can also create multiple actions for a single trigger. 
  12. The reporting feature is easy to navigate. Navigate It also allows you to create a dashboard containing multiple reports that are presented side by side. 
  13. It also offers multiple types of data visualization styles. It includes Heat maps, summaries, and matrix tables.

Pricing of FreshSales:

Free

₹0

/user/month, billed annually

This includes:

  1. Contact & Account Management 
  2.  Contact Lifecycle Stages 
  3.  Built-in Chat, Email, & Phone 
  4.  24x5 Support 
  5.  Mobile App 

Growth

  1. ₹999 Per User, monthly, billed annually
  2. ₹1,199 Per User, monthly, billed annually

This includes:

  1. Visual Sales Pipeline 
  2. AI-powered Predictive Contact Scoring 
  3. Sales Sequences 
  4. Up to 2,000 Bot Sessions/Month FREDDY
  5. WhatsApp Business
  6. Contact & Account Management 
  7.  Contact Lifecycle Stages 
  8.  Built-in Chat, Email, & Phone 
  9.  24x5 Support 
  10.  Mobile App 

Pro (POPULAR) 

  1. ₹2,799 Per User, monthly, billed annually
  2. ₹3,399 Per User, monthly, billed annually

This includes:

  1. Multiple Sales Pipelines 
  2. Time-based Workflows 
  3. AI-powered Deal Insights & Next Best Action 
  4. Up to 3,000 Bot Sessions/Month FREDDY
  5. Sales Teams & Territory Management 
  6. Visual Sales Pipeline 
  7. AI-powered Predictive Contact Scoring 
  8. Sales Sequences 
  9. Up to 2,000 Bot Sessions/Month FREDDY
  10. WhatsApp Business

Enterprise

₹4,999

/user/month, billed annually

₹5,999

/user/month, billed monthly

This includes:

  1. Custom Modules 
  2. AI-based Forecasting Insights 
  3. Audit Logs 
  4. Up to 5,000 Bot Sessions/Month FREDDY
  5. Dedicated Account Manager
  6. Multiple Sales Pipelines 
  7. Time-based Workflows 
  8. AI-powered Deal Insights & Next Best Action 
  9. Up to 3,000 Bot Sessions/Month FREDDY
  10. Sales Teams & Territory Management 

Benefits of FreshSales:

  1. Ease of use. 
  2. Value for money 
  3. Customer support
  4. Language support
  5. Improves conversation rate. 
  6. Boost up customer satisfaction. 
  7. Manages contacts excellently. 
  8. It helps to view the contact’s past transactions, conversations, and other engagements with the company. 
  9. Spot locations in real-time. 
  10. Keep track of a deal’s age
  11. Making stage changes to a deal.
  12. Forward Call
  13. Record Calls
  14. Caller display
  15. Email tracking. 
  16. Custom Views
  17. Automation
  18. Bulk Actions. 
  19. In-depth Customer
  20. Insights
  21. Advanced Lead Scoring. 
  22. Personalized Responses
  23. Extensive customization options.
  24. Proactive AI assistant
  25. Various integrations to extend functionality.

Drawbacks of FreshSales:

  1. Price: a free plan is available. However, it doesn’t include many options.
  2.  If you add advanced features, it gets expensive. According to 65% of reviews referencing cost.
  3. Technical Glitches
  4. Few integrations
  5. Customer support only available on weekdays
  6. No reports for free plan

Alternatives to FreshSales: 

The topmost alternative to FreshSales is:

  1. Hubspot CRM
  2. ActiveCampaign
  3. HubSpot Sales Hub
  4. Zoho CRM
  5. Nutshell
  6. Salesflare
  7. Salesforce Sales Cloud
  8. Insightly CRM
  9. Zendesk Sell
  10. Pipedrive. 

Integration of FreshSales:

The renowned companies with which FreshSales integrates are:

  1. Google Sheets
  2. Gmail
  3. Google Drive
  4. Airtable
  5. Slack
  6. Telegram Bot
  7. Google Calendar
  8. Facebook Lead Ads
  9. Google Docs
  10. Mailchimp
  11. HubSpot CRM
  12. Trello 
  13. Discord
  14. Shopify
  15. ClickUp
  16. Google Forms
  17. Twitter
  18. Pipedrive 

 The Bottom line. 

Ultimately, you got your answer well. FreshSales can be a great CRM for your company and worth it! If we talk about the pricing, you got a free subscription. Also, you can accommodate according to your needs which are justified. However, you can also research the alternatives of FreshSales. It helps small businesses grow by keeping the free plan so they can access it without a second thought. And also an all-in-one product with loads of features and advantages. It improves seller effectiveness by streamlining your sales process. Also reduces IT complexity & cost with a comprehensive solution.

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Table of Contents

BotPenguin AI Chatbot maker
  • What is FreshSales? 
  • Features of FreshSales:
  • BotPenguin AI Chatbot maker
  • Pricing of FreshSales:
  • Benefits of FreshSales:
  • Drawbacks of FreshSales:
  • Alternatives to FreshSales: 
  • BotPenguin AI Chatbot maker
  • Integration of FreshSales: