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Freshsales- All-In-One CRM Software for Your Business

Last Updated : 10 Apr, 2024
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A robust sales funnel is necessary for revenue growth and sustainable expansion in the current fiercely competitive market. But managing leads, nurturing prospects, and closing agreements can be daunting and time-consuming because of the various human tasks and data silos involved. Here comes Freshsales, the newest client relationship management program. It offers a complete set of tools that cover each stage of the sales funnel– right from capturing high-quality leads to efficiently nurturing prospects into customers. Now, let us understand about Freshsales in detail.

Freshsales--All-In-One-CRM-Software-for-Your-Business

What is Freshsales?

Freshsales, developed by Freshworks as a cloud-based CRM platform aims at assisting all sorts of companies to streamline their sales procedures, increase team productivity, and achieve outstanding sales returns. It includes an extensive toolbox that supports every stage of the funnel starting from acquiring good quality business leads through efficient prospects’ development before finalizing customer deals.

Freshsales

Key Features of the Freshsales Platform

Freshsales-2

1. Context

Gain a holistic view of customer information with a unified platform, empowering sales teams to deliver personalized experiences that delight. Here is what you get under Context.

  • Table and Kanban View
  • Activity Timeline
  • Details Section
  • Highlight Cards

2. Channels

Engage with customers across their preferred channels all directly within Freshsales with the channels like:

  • Email
  • Chat Campaigns
  • Phone (Holiday Routing)
  • Messenger 
  • SMS integration
  • Zoom

3. Automation

It enables you to free up your team to concentrate on high-impact tasks by automating repetitive ones like data entry, email follow-ups, and lead routing. Here are a few features that come with it.

  • Workflows
  • Sales Sequences
  • Territory Management 
  • Auto-profile Enrichment
  • IntelliAssign 

4. Deal Management

This lets you build and track fully customized sales pipelines that align with your unique sales process. As a result, you can drive faster conversions and increased revenue. Features associated with deal management are

  • Multiple Sales Pipelines
  • Weighted Pipeline
  • Configure Price Quote
  • Activity Goals
  • Product Catalog
  • Connect with Slack

5. Sales Intelligence

Gain actionable insights with in-depth analytics and AI-powered predictions with Freshsales’ Sales Intelligence. It empowers you to make informed decisions and optimize your sales strategy with: 

  • Contact Scoring
  • Deal Insights
  • Next Best Action 
  • Sales Forecasting
  • Reports and Dashboards 
  • Sales Reports

6. Customization

Personalize your Freshsales experience to match your workflow preferences and brand identity. You can change multiple things with customizable features like:

  • Custom Sales Activities
  • Contact Lifecycle Stages
  • Layout Customization
  • Multi-Currency and Multi-Language

7. Governance

Define roles and permission levels to ensure data security and accountability by protecting sensitive information and maintaining compliance with Freshsales Governance. In this, you get

  • Role-based Access
  • Record Types
  • Scope and permissions 
  • Audit Logs

8. Mobile

Close deals faster and work on your business while away from the office using the Freshsales mobile app. It lets you view customer’s information, manage leads, and even track deals from your smartphone.

  • Call Logs and Voice Notes
  • Offline Mode
  • Quick Links and Notifications 
  • Google Maps & Uber
  • SMS
  • Zoom Meetings

9. Integrations

Freshsales is integrated with many different popular business apps which means you can link your CRM with some of these applications. This way you can streamline your workflow making it efficient at the same time.

  • API Access
  • Marketplace

These are just some of the features that Freshsales offers. For a more comprehensive list, you can visit their features page.

Benefits of Using Freshsales

  • Increased Sales Productivity: Freshsales is known for boosting sales productivity by automating mundane tasks, helping gain actionable insights, and streamlining sales processes. The effect is that it enables your team to sell more productively while concentrating on high-impact tasks.
  • Improved Sales Win Rates: Freshsales equips you with tools like advanced lead scoring, opportunity management, and real-time deal tracking. By applying this holistic visibility and data-driven approach, you’ll be capable of targeting the right leads, nurturing them, and conducting sales more efficiently.
  • Enhanced Sales Visibility: It enables you to get a holistic view of your sales performance with Freshsales’s comprehensive reporting and analytics dashboards.
  • Reduced Sales Costs: By automating tasks, streamlining workflows, and eliminating data silos, you can minimize administrative overhead and optimize resource allocation. This means lesser sales costs alongside increased operational efficiency.
  • Improved Customer Relationships: It lets you manage all your customer interactions in one central location with Freshsales.

You can even personalized suggestions and pick the right Freshsales plan for your enterprise from here.

Seamless Integration

There is no silo thinking for Freshsales which effortlessly integrates with a whole range of popular business tools and platforms to provide a single workflow. Here are some of the integrations that Freshsales provides.

  • Marketing tools: These allow you to streamline lead generation and marketing campaigns by integrating with tools like Mailchimp, HubSpot, and Marketo.
  • Productivity tools: Enhance team collaboration and efficiency by connecting with Google Suite, Microsoft Office 365, Slack, TeamViewer, Asana, and Atlassian Jira (for streamlined project management and issue tracking).
  • Finance tools: Get a clear view of your business finances by integrating with QuickBooks, Xero, and Stripe.
  • Support tools: Offer exceptional customer service by integrating with Freshdesk, Help Scout, and Zendesk.
  • Industry-specific tools: Leverage industry-specific integrations to cater to your unique needs, whether you’re in healthcare, finance, or another sector.

Click here to check all the Integrations of Freshsales.

Pricing Plans of Freshsales

Growth: ₹749/user/month, billed annually

Pro: ₹3,239/user/month, billed annually

Enterprise: ₹4,899/user/month, billed annually

Freshsales Beyond CRM

Freshsales is the best solution for traditional CRM limits as it provides an inclusive platform where clients can be engaged. Freshsales enables you to do your marketing, support, and provide customer service all under one roof.

Why You’ll Love Freshsales?

  • Effortless Onboarding and Use: Freshsales has an intuitive interface and straightforward, no-code setup.
  • Affordable Pricing: Freshsales offers a range of flexible pricing plans to fit different business needs and budgets.
  • Award-Winning Customer Support: They provide dedicated support, a valuable resource base, plus user communities so that you make the most from the software.

If this interests you, you can connect with other Freshsales users, share best practices, and get expert advice by joining their community from here.

Conclusion

In summary, Freshsales is not just a typical CRM but a powerful AI/Automation-backed selling machine. It allows you to streamline operations, improve team efficiency, and access valuable sales insights. Simply put, this can mean closing more deals, achieving outstanding results, and making seamless customer experiences – all at your fingertips. You can check out more features and pricing plans from their official website and make your decision.



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