Freshsales CRM Review

Freshsales' customer relationship management (CRM) software proves that you can have feature-rich software that's uncomplicated -- and get it for a reasonable price. The CRM's design makes it easy to learn, and its ample customer support rivals more expensive competitors.

Freshsales is for companies of all sizes that want great customer relationship management software that isn't too expensive. Small businesses will appreciate Freshsales' low-cost plan, which provides plenty of features. Mid-sized and larger businesses will like Freshsales' long list of features without having to spend as much as some other leading CRMs.

Companies that have outgrown a more basic CRM will likely benefit from using Freshsales, though large companies that want optimum customization may feel a little restricted. If you're looking for a feature-rich CRM that can grow with your business and will stay within the budget, Freshsales is it.

Freshsales has impressive features that are easy to use. The CRM provides lots of customization options but doesn't feel as overwhelming as some leading platforms. Here are some of Freshsales' key features and why they're impressive.

Contact management

Like other CRMs, contact management is a core feature of Freshsales. But the difference between Freshsales and many of its competitors is that this CRM blends an easy-to-use layout with robust features.

In the main overview section of each contact, you can see where they are in the sales pipeline (new, qualified, won, etc.) and other details, such as if they're part of a current deal, when they were last contacted by your company, and any notes that have been added about the contact. On the left-hand navigation, you can easily view recent conversations, files associated with the client, and other details.

One thing you'll notice right away is that Freshsales provides helpful icons to visualize the content you're looking at. This can be especially useful if your team is just starting with a CRM and needs a well-designed product.

Contact scoring

Freshsales includes a helpful feature that assigns a score and a star rating to assess leads and whether they may be a good customer fit. For example, a contact might receive a higher score based on their job title, past contact with people in your company, and overall engagement.

You can also add positive and negative signals to make the scores more accurate and customize scoring fields based on your company's needs. For example, your company may see a significant sales uptick from people attending an annual conference. In that case, you could add a scoring signal that gives a higher score to contacts that attend that event.

Sales automation

Another great Freshsales feature is that you can set up automated sequences to help you and your team follow up with leads or keep up with current customers.

Freshsales provides pre-made sales automation templates you can choose from based on your objectives. For example, you can create a sales automation workflow that creates a timeline for following up with a new lead with an email, then a request to connect on social media, and a scheduled call for 10 days later.

You can also quickly create your own sequences, ensuring that you keep track of new leads and existing customers in your company's preferred cadence.

Analytics

Freshsales has robust analytics and reporting features that allow for fantastic data visualization. Selecting the analytics tab will take you to a page that gives you a snapshot of how your company is doing with its sales conversions, current deals in your company's sales funnel, win/loss percentages, and revenue forecasts.

You can then click through to get more details about each metric and view the underlying data from the charts. You can also choose to view reports on categories, including deals, contacts, the effectiveness of sales activities, and revenue breakdowns.

While all CRMs have reporting and analytics, Freshsales' data visualizations exceed those of many competitors.

Deal management

One of Freshsales' core CRM features is its deal management tool, which displays the current state of deals in easy-to-read cards. The cards can easily be dragged and dropped into different categories based on their position in the sales pipeline.

For example, if one of your contacts is no longer a new contact and is now a qualified lead, you can drag the contact card into the qualified section. As with many of Freshsales' dashboards, the deal management section is easy to understand, and editing information feels intuitive.

Freshsales offers extensive customer support, including email, phone, and chat support 24 hours a day, five days a week. The chat feature is especially helpful, and Freshsales says it responds to questions within a few hours during business days.

You can access Freshsales' resource center for articles and additional information on CRM features. There are also interactive walk-throughs for core features to help you understand how to use the CRM.