Freshsales CRM (which begins at $12 per user per month, with a free plan available) is an affordable customer relationship managegment (CRM) platform that lets sales professionals better understand their customers. Its entry level free plan is a great choice for small businesses new to the concept of CRM, and it also acts as a long-term free trial for companies deciding which product to choose.
The software is very easy to use and takes care of many manual tasks, such as logging phone calls, tracking emails, and customer research. It doesn’t quite rise to the level of our three Editors’ Choice products—Apptivo, Salesforce Sales Cloud Lightning Professional, and Zoho CRM—all of which offer more third-party integrations.
Freshsales CRM Pricing
Freshsales has four pricing tiers: Sprout, Blossom, Garden, and Estate. The Sprout plan is free and includes built-in phone, email integration, basic reporting, mobile apps, and integration with Freshdesk, Google G Suite, and Zapier. The Blossom plan ($12 per user per month) adds to that pipeline management, workflows, email sync, templates, MailChimp integration, and more. Next up, the Garden plan ($25 per user per month) adds advanced reporting and forecasting, territories, and more. Finally, the Estate plan ($49 per user per month) includes reports dashboards, multiple pipelines, lead scoring, and other advanced features. All plans include 24/7 email support and 24-hour phone support on weekdays.
Users can take advantage of the 30-day free trial (no credit card information required) by clicking on the sign-up button on the top right of the screen or the “sign up for free” button in the middle. Input your name, email, company, and phone number, and create a custom domain (name.freshsales.io). That field auto-fills as your company name, but you can change it to whatever you want. Once you submit that information, Freshsales opens with a tour of the software that outlines the main features. After the tour, you’re prompted to invite your team. Finally, you need to activate your account via email and then create a password. Remember your domain name, as that’s how you’ll have to log in to your account.
Contacts, Leads, Deals, and Reports
After you log in, you see your list of leads, which includes a sample record. Along the top of the screen, you can see how many days remain in your free trial, click to upgrade to a paid account, create a new record (lead, contact, account, etc.), compose an email, view notifications, and manage account settings. Along the left side of the screen, you can access other parts of the CRM. Underneath leads are contacts, accounts, deals, conversations, calendar, reports, dashboard, and settings. You’ll also find sample data in contacts and accounts, and sample tasks in the calendar. The tasks reminders were sent to my email, seemingly to encourage me to play around with the software.
Freshsales uses the lead as the entry point. Once a lead is converted to a contact, the associated company information populates into an account record; add the website URL and Freshsales automatically adds public information about the company, including its website, logo, social media, company size, address, and other details, just as it does with contacts and leads. When we added PC Magazine as account, it pulled in the correct street address, phone number, and social media accounts.
When you add or update a new record, a panel opens on the right side of your screen so you can input the information without navigating away from whatever you were working on. You can also upload leads from a CSV file, but you can’t connect it directly to another CRM. Users can also capture leads by embedding a form on their website.
When you add a new lead or contact and include their email address, Freshsales auto-enriches the profile by pulling in associated Facebook, Twitter, and LinkedIn profiles. This way you can see what your leads and contacts are interested in and what they’re talking about, so you have a starting point.
You can filter leads, contacts, and accounts by any field, as well as by lead score, and based on when they were last contacted. Users can also conduct bulk actions, including sending an email and assigning records to different sales reps.
The Deals section of Freshsales is set up in a Kanban-style view, and deals can be dragged and dropped to different stages along the pipeline. You can customize the stages in the pipeline and change the order to your liking.
Freshsales offers several communication tools, including email templates, campaigns, and integrated phone and voicemail, and call recording. The idea is to be able to conduct all of your outreach without leaving the software or having to input updates manually. You can save files (up to 20MB) from your computer or cloud storage, such as Google Drive and Dropbox, in the software too and add them as email attachments. Users can track email open- and click-rates for any messages sent through the software or via connected email accounts; there are also metrics available for email templates so you can gauge which are the most successful. A team inbox feature syncs with generic company email addresses, such as email@example.com, so that those emails can be tracked, and new leads are automatically added to the system.
You can connect any IMAP-compatible email account to Freshsales, including Gmail, Office 365, and Zoho Mail. This will sync the inbox and sent folder. On the Conversation tab, you can view an “Awaiting Response” folder so you can see where you need to follow up. Freshsales has a built-in calendar and task manager and can also sync with Google Calendar.
Automating manual tasks is a big part of Freshsales, and that includes the ability to set up workflows. You can set up triggers and conditions for any record in Freshsales. For example, you can have it create a task when a lead sends an email. Or you can set it up so that an email is sent to a contact after a certain amount of time passes without communication.
Freshsales also has a full-featured mobile app for Android and iOS that sales reps can use in the field to access information and update records after meetings and phone calls. Once a contact becomes a customer, all relevant information can be shared with customer service agents if you’re also using Freshdesk support. This way, agents have the most up to date information.
Reports are available for conversations, tasks, appointments, and leads, contacts, and accounts. There are several built into the software, but you can also customize your own. The reports can be viewed in chart form and exported as a CSV or a PDF file. You can even schedule reports to be emailed monthly, weekly, or daily.
Freshsales has some third-party integrations, including the email and calendar programs mentioned above, as well as with , , one of our Editors’ Choice products in this category, which is also affordable. Or you should consider Salesforce Sales Cloud Lightning Professional, which is more expensive but highly customizable.