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Full Freshsales CRM review – all you need to know about Freshsales CRM

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What is Freshsales?

Since from the development of Freshsales products, Freshsales is the fourth product that came onto the market. It is an enhanced quality CRM product which is designed to suit the needs of high-velocity teams that follow up with their team contacts that help in solving their inquiries. This application has won 2017 Great User Experience Award. Many experienced salespersons have shown this application as a unified hub for managing thousands of leads and providing seamless and easy navigation dashboards.

Freshsales stands as the answer to the organization’s own necessity to administer various scenarios of sales process thus reduces the complexity for users in searching multiple websites in order to have their requirement to be done. Freshsales has integrated all the capabilities of traditional CRM systems and also found its path in optimizing sales and prioritize required opportunities.

Freshsales holds one of the biggest advantage that helps to grad most of the user’s attention is its low-price availability. Embedded with the features of lead capturing, Freshsales can allocate, score, divide, nurture and check up with the leads that will be done through various communication channels. This is a collaborated suite of CRM platform that engages in handling the tasks and capabilities of call recording, call routing, auto-dialers, and organized management. The thing that has to be considered for Freshsales is that it is different from its competitors in the scenario of reporting.

Benefits

Standing away from the regular strategies of reporting, and small businesses reporting tools, Freshsales has a unique way of reporting your data and delivers to the groups in a more organized and structured way. If you wish, you can customize summaries, develop various charts and tables or master the art of matrix that outputs in a very fast method.

So, let’s find what are the benefits that made Freshsales stand at the leading position.

Email Tracking

With the assistance of Freshsales, many sales representatives and sales agents have responded that this software has the availability of showing who has answered to their emails and who have ignored their emails. In a more simple way, this is one of the fine product in discovering who has more in the product and based on this, one can prioritize them for nurturing.

Another exclusive feature that is in Freshsales is that it allows your team and team members in drafting multiple emails which were written on personalized templates, schedule those emails and synchronize them automatically with the calendar. These kinds of scenarios helps them in delivering exact and relevant data to their clients. Moreover, it has the capability of finding particular details in the mail without searching for a single action.

Availability for direct calls

Freshsales is one of the unique product that allows calls to be directly forwarded to it without the involvement of any third party software or hardware installations or requirements. Users can save their time and money that they spend on the migration of data, finding call conversations and assign notes or numbers to their contacts or call them automatically. Even more, users can use the option of auto-dialing, call routing and set up personalized welcome messages, and track their representatives’ performance who will be receiving their calls.

Event Tracking

Many of the CRM systems are suffering from a problem of tracking past conversations that support for the users in planning their communication based on the call conversation. But, with the help of Freshsales, one can easily find out their contacts history while you are having a discussion with them and can know what is their requirement and how they can have interaction with your product. One more thing is that this software shows an easy way of closing deals with important leads and related contacts.

Once you start using this system, you can automatically find an organized timeline sheet where it shows filtered contacts based on their behavior, based on the emails thus allowing to score easily.

Lead Management

We are already aware that the implementation of a good CRM system not only gain more leads but also find out where the leads came from, how they got engaged with the product. So, managing the leads properly leads to converting them as your permanent users. Freshsales holds a very good support in the scenarios of contact management as because it is designed with a 360-degree view of the contact discussions and their corresponding details. It also has notifiers where it helps you to be in aligned with any planned meetings and conferences so that you won’t miss any kind of important conversations.

Sales Management

As the name Freshsales itself shows it is a sales CRM, the software offers complete visibility on all the levels of the sales process. When you move furthermore, Freshsales shows you easy methodologies in sorting and filtering initiation and close dates, finding best sellers and make appropriate modifications that help to have more success. Also, the drag and drop functionality in this software helps to have easy navigation within few seconds few clicks, customize your follow-ups and find out your wins and losses, discover latest trends and find any complexities which make your performance down.

Detailed reporting and analysis

The vital thing that has to be noted in freshsales is not only it receives the data from its users but also shows multiple options of organizing the data that is available with them. Freshsales also holds capability in preparing custom reports for each and every contact, opportunity or for the deal. In addition, all the generated reports can be summarized at once so that this helps for users in finalizing the relevant information when modifying the course of the campaigns.

To be in line with the recent technologies and trends, Freshsales got updated with sales activities and trendline reports that allows having even more clear picture of how their sales are developing.

Besides these, Freshsales also have many more advantages that include enhanced customer support, and reliable integrations

Features

So, Freshsales also has many extended and unique features which allow for the software success. Those are

  • Insight knowledge of customer data
  • Website and in-application tracking capabilities
  • More detailed analytics
  • Trendline reportings
  • Own customized templates and reports
  • Pipelined dashboards
  • Reports on various sales activities
  • Smart fields and a complete customer visibility
  • Reports on mobile activities
  • Lead scoring
  • Tracking the entire call history
  • Manual and automated call logs
  • A quick glance on deal statuses
  • Deal with funnel views
  • Seamless drag and drop functionality
  • Email to lead and forward emails
  • Synchronization in two-way
  • Email plannings and schedulings
  • Insightful email metrics
  • Modify stages in an easy scenarios
  • Team segmentation
  • Auto lead assignment
  • Notified appointments
  • Notes and tasks
  • Collaborated emails and phone
  • Customized templates
  • Enrichment in auto profile
  • Jot down notes
  • Follow up with the deals in a  single move
  • Schedule a meeting and find appropriate locations
  • Sales campaigns

Also, many more features will be an update for Freshsales

Pricing

Freshsales provides five plans for all the SMB’s and business enterprises. Also, a 30-day free plan is also in availability for the new bees where they can try with the available features. Here are the detailed features of which plans suits you the most.

Sprout –  free forever

It is available with the features of:

  • Contacts
  • Leads
  • Mobile applications
  • Built-in phone
  • Deals and accounts
  • Email
  • Integrations

Blossom –  This plan is billed at $12 per user per month when subscribed annually. The accessible features are

  • Integrations
  • iPhone and Android applications
  • Pipeline administration
  • Contact management
  • lead scoring
  • Can send up to 250 per day per each user
  • 2 Intelligent workflow scenarios

Garden – This plan is billed at $25 per user per month when subscribed annually. The accessible features are

  • Integrations
  • iPhone and Android applications
  • Multiple pipeline administration
  • Contact management
  • lead scoring
  • Can send up to 500 emails per each user per day
  • 10 Intelligent workflow scenarios
  • Modernized CRM customization
  • Territories and lead assignment
  • 5 sales campaigns per each user

Estate – This plan is billed at $49 per user per month when subscribed annually. The accessible features are

  • Integrations
  • iPhone and Android applications
  • Multiple pipeline administration
  • Contact management
  • lead scoring
  • Can send up to 1000 emails per each user per day
  • 25 Intelligent workflow scenarios
  • Modernized CRM customization
  • Territories and lead assignment
  • 10 sales campaigns per each user
  • auto profile enrichment

Forest – This plan is billed at $49 per user per month when subscribed annually. The accessible features are

  • Integrations
  • iPhone and Android applications
  • Multiple pipeline administration
  • Contact management
  • lead scoring
  • Can send up to 2000 emails per each user per day
  • 50 Intelligent workflow scenarios
  • Modernized CRM customization
  • Territories and lead assignment
  • 25 sales campaigns per each use

Technical details

Supported devices

  • Windows
  • Mac
  • Linux
  • Android
  • Web-based
  • iPhone and iPad

Supported Language

  • English
  • Dutch

Pricing options

  • Monthly and annual subscriptions
  • Free plans

Customer types

  • Large-scale businesses
  • Small-scale enterprises
  • Medium scale organizations

Deployed environment

  • cloud hosted
  • Open API

Support Details

Freshsales provides support to its users through email, phone, live support, conducting training sessions and even through tickets.

Conclusion

So, Freshsales is a comprehensive platform that is fully integrated with all the functionalities and capabilities that are required for sales representatives and sales agents. Also embedded with Google Calendar and Segment that permits to be in full visibility for your systems and have total control over your events. Also shows even fewer possibilities for you to not miss a meeting with the help of notified emails and messages. In general, you can synchronize all the campaigns and scheduled conferences and follow up with them form your mobile devices any location you are.