TL;DR - Freshworks CRM
- Freshworks CRM is an AI-powered sales platform designed to streamline sales processes, enhance productivity, and accelerate deal closures.
- It offers features like lead management, sales automation, 360-degree customer views, and AI-driven insights for smarter decision-making.
- The platform provides various pricing tiers, including a free plan for small teams and a 21-day free trial, with options for add-ons like CPQ and additional AI agent sessions.
Pricing: Free plan available
Best for: Growing teams
4.6/5 across review platforms
Pros & Cons
Pros
- AI-powered features (Freddy AI) for lead qualification, deal insights, forecasting, and email assistance.
- Comprehensive sales CRM with tools for pipeline management, lead generation, tracking, and conversion.
- Automation of repetitive tasks to improve productivity and reduce manual effort.
- Offers a 360-degree customer view and supports engagement across multiple channels.
- Flexible pricing plans including a free tier for small teams and a 21-day free trial for all paid plans.
Cons
- Some advanced AI features and customization options are only available in higher-priced plans.
- Bot sessions for customer-facing AI features are limited and require additional purchases once exhausted.
- Check payments are only accepted for US and Canada customers in USD currency.
Ratings Across the Web
4.6(27,327 reviews)
Ratings aggregated from independent review platforms. Learn more
Key Features
Contact managementAI lead scoringBuilt-in phoneEmail trackingWorkflows
Pricing Plans
Free
Free
- Contact management
- Built-in phone
Growth
$15/monthly
- Visual sales pipeline
- AI scoring
Pro
$39/monthly
- Multiple pipelines
- Time-based workflows
What is Freshworks CRM?
Freshworks CRM (formerly Freshsales) is an AI-powered CRM that helps sales teams attract, engage, and close deals faster with built-in email, phone, and chat.
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Freshworks CRM FAQ
How does Freshsales leverage AI to enhance sales processes?
Freshsales utilizes Freddy AI to power various sales functions, including lead capture, qualification, routing, and tracking. Freddy AI also provides intent scores for leads, deal recommendations, and forecasting insights to help streamline sales and improve conversions.
What specific features are included in the Growth plan for Freshsales?
The Growth plan includes Kanban views for contacts, accounts, and deals, contact lifecycle stages, built-in chat, email, and phone capabilities, email templates, custom fields, basic workflows, and contextual collaboration with Slack. It also offers a product catalog, curated reports, Freshworks Marketplace access, one CPQ license, a mobile app, and 24x5 support.
Can Freshsales help with managing multiple sales pipelines?
Yes, the Pro plan for Freshsales includes the ability to manage multiple sales pipelines. This feature allows businesses to organize and track different sales processes concurrently, providing flexibility for various sales strategies.
What is the purpose of the 'Bring Your Own Carrier (B.Y.O.C)' feature in Freshsales?
The 'Bring Your Own Carrier (B.Y.O.C)' feature, available in the Pro plan, allows users to integrate their existing phone carriers with Freshsales. This enables seamless communication within the CRM using their preferred telecommunication services.
How does Freshsales support advanced customization for larger businesses?
The Enterprise plan for Freshsales offers advanced customization and governance capabilities, including field-level permissions, custom modules, and workflows for custom modules. It also provides a sandbox environment and audit logs for enhanced control and security.
Are there any limitations on the free plan for Freshsales?
The free plan for Freshsales is designed for small teams and is limited to a maximum of 3 users. It includes features like Kanban views, email templates, built-in phone, and live chat to help manage customer data efficiently.
Source: freshworks.com