CRM Tools Product Review- Freshsales - ToOLOwl
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CRM Tools Product Review- Freshsales

CRM-Tools-Product-review-FreshsalesFreshsales is a CRM and sales system built for online businesses. Freshsales offers a platform that is an expert in lead generation, communication, and collaboration and looks after their management efficiently. Along with that, it focuses on deal management too; associated with each lead and helps in closing the deals faster. The impressive tool is made for high-velocity sales teams to conduct their every task.

Freshsales effortlessly manage leads, tasks, schedules, and deals. It sends relevant emails to any number of clients in bulk and tracks them instantly. Freshsales takes better decisions with smart features for a seamless workflow.

Editions and Pricing

Sprout Free Up to 10 users Leads, Contacts, Accounts & Deals Customizable Sales Process Phone & Email Basic Lead Scoring
Blossom $12/user/month All Sprout features Deal Funnel View Real-time Email Tracking Templates & Notifications
Garden $25/user/month All Blossom features Custom Reports Auto Profile Enrichment Lead Assignment Rules
Estate $49/user/month All Garden features In-App Event Tracking Website Events Tracking Advanced Lead Scoring

Capabilities and Supporting Set of Features

Freshsales_email_trackingEmail tracking
Fluently track every email activity like the bounced emails, who opened the emails and how many times, and if the sent email had any further link who clicked it. It helps in engaging with the potential leads.

 

 

Freshsales_templatesTemplates
For repetitive email content, the app allows creating personalized email templates. Save it and use it for faster emails. The tool offers insight metrics including open and click rates to track the performance of different models. Also, send bulk emails to more than one recipients with a single click.

 

 

Freshsales_phonePhone
Make and record calls directly through the interface on one click over the number. Freshsales does not need any additional software or hardware for making phone calls. Then see your entire call history at a single place and use those details for further work.

 

 

Report
Modify or create your custom reports in seconds. Based on categories – Leads, Contacts, Accounts and Deals generate easy-to-use standard reports. Edit a wide variety of information including filters, period, charts reports’ and more fields. Through these reports track your sales growth easily with graphical representations for better understanding. At last preview reports to verify data.

 

Freshsales_Activity_TimelineActivity Timeline
Get the insights about a contact by his Activity Timeline, which shows all the activity performed by him in chronological order. It also contains a lead score based on characteristics and behavior of the contact. The higher the lead score, the more potential it holds. You can fetch relevant and precise information using filters present in Freshsales.

 

 

Freshsales_Appointments_tasks_and_notesAppointments, Tasks, and Notes
Freshsales allows a user to add appointments, tasks, and notes related to any lead. Easily schedule meetings, accomplish tasks, make appointments with the tool and collaborate effectively with your team.

 

 

Freshsales_Deal_OverviewDeal Overview
View all the deals under their associated stage, all at one place. Sort and filter deals data using their expected close date. Understand issues related to any deal, make smart decisions for actions and take them towards the closure. Also, it lets you identify per day deal and its status.

 

Mobile Accessibility

You can access the mobile apps of freshsales to operate it from a mobile device.

Integration

Freshsales offers integration with Freshdesk, Segment, and Google Calendar.

Support

Freshsales provides 24 x 7 email support and 24 x 5 phone support. Also, a sophisticated categorized Knowledgebase is present for support.

Pros and Cons of Freshsales

Pros

  • Bulk email option lets the user send same mail to multiple leads.
  • Automatic incoming and outgoing calls.
  • Easily spot leads based on Lead scoring.
  • 360-degree customer view.
  • Upload CSV file of leads.

Cons

  • Lacks in backup or security feature.
  • The app does not let the user export any data or report.

Differentiator

With numerous of smart features, Freshdesk is a complete all-in-one package serving from lead management to report generation. Accomplish tasks quicker and close deals faster making valuable profits through Freshsales.

For more details, please visit Freshsales website.

About ToOLOwl

I am ToOLOwl. I have few friends in my nest; whenever someone requests a tool’s review or I pick a one out of my interest, someone in the nest does research on the tool, someone takes a tool’s walkthrough and some of them share their experiences and expert advice. Based on all; I give it a  stereoscopic vision and present important insights for you to go through and ease your selection process for tools. Wish you Happy reading, Easy choosing.

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