Average Ratings 3 Ratings

Total
ease
features
design
support

Average Ratings 14 Ratings

Total
ease
features
design
support

Description

Sales enablement that effectively drives deal closures is crucial. This comprehensive platform for sales engagement encompasses essential elements such as content management, communication tools, and sales intelligence to optimize every interaction with potential buyers. It systematically organizes curated content and team collections, ensuring that resources are easily discoverable and can be personalized to remain current. Each customer engagement becomes significant, with seamless interactions facilitated across various channels, including online, email, mobile, screen sharing, and face-to-face meetings. The platform offers unparalleled insight into every customer touchpoint, equipping sales representatives, leaders, and marketers with the necessary engagement analytics to enhance their decision-making. It intelligently directs sellers to the most relevant content tailored to each stage of the CRM process, utilizing a unique set of rules-based recommendations that bolster the sales experience and boost productivity. Additionally, it accelerates onboarding processes and promotes effective practices, as ClearSlide Replay recordings alongside performance dashboards provide valuable coaching tools and visibility into meetings, presentations, and slide usage, thereby enhancing overall sales effectiveness. By integrating these features, organizations can achieve higher levels of sales proficiency and responsiveness.

Description

Stop trying to manage multiple tools. Freshworks CRM, formerly Freshsales and Freshmarketer, is now AI-powered. It gives you a 360-degree view of your prospects and customers, with the combined power and efficiency of marketing automation, salesforce automation, chat and telephony. Freshworks CRM powered by Freddy AI helps you discover the best leads, increase customer engagement, close deals, and nurture your existing customers with a smart, comprehensive system. Freshworks CRM gives your sales team access and control over a better CRM. Freshworks CRM is a feature-rich CRM and lead management tool that empowers high-velocity sales team members to win more sales opportunities and take the guesswork and work out of sales. The platform includes built-in phone, email, task management and appointments, notes, user behavior tracking and reporting, as well as reporting and deal management. You can have conversations that are contextual. Increase your chances of securing more business opportunities. Attract visitors and convert them into leads.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AccessOwl No 
Basecamp No 
BotStar No 
Campaign Monitor No 
Cratoflow No 
Easyflow No 
Gong Yes 
Google Workspace No 
Integrately No 
JustCall No 
Kaily No 
Lead411 No 
Potion No 
ReachEngine No 
Saay No 
Slack Yes 
SquadStack No 
Squaretalk No 
Visdum No 
ZIWO No 

Integrations

AccessOwl Yes 
Basecamp Yes 
BotStar Yes 
Campaign Monitor Yes 
Cratoflow Yes 
Easyflow Yes 
Gong No 
Google Workspace Yes 
Integrately Yes 
JustCall Yes 
Kaily Yes 
Lead411 Yes 
Potion Yes 
ReachEngine Yes 
Saay Yes 
Slack No 
SquadStack Yes 
Squaretalk Yes 
Visdum Yes 
ZIWO Yes 

Pricing Details

$35.00 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

$9 per user per month
Growth - $9 per user per month
Pro - $39 per user per month
Enterprise - $59 per user per month

All prices are billed annually
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Bigtincan

Founded

2010

Country

United States

Website

www.clearslide.com

Vendor Details

Company Name

Freshworks

Founded

2011

Country

United States

Website

www.freshworks.com/crm/

Product Features

Email Tracking

A/B Testing No 
Audience Segmentation No 
Campaign Management Yes 
Event-Based Notifications No 
Location Tracking No 
Team Management No 

Sales Coaching

Assessments No 
Audio / Video Conferencing No 
Built-In Course Authoring No 
Call Recording No 
Gamification No 
Goal Setting / Tracking No 
Learning Plans No 
Onboarding No 
Performance Metrics No 

Sales Content Management

Audio / Video Recording No 
Audio File Management No 
Branded Sales Content No 
Centralized Sales Content Repository No 
Collaboration Tools No 
Content Recommendations No 
Email Management No 
Engagement Analytics No 
Interaction Tracking No 
Personalization No 
Sales Partner Management No 
Sales Training / Onboarding No 
Video File Management No 

Sales Enablement

Collaboration Yes 
Contact Management No 
Content Management Yes 
Document Management Yes 
Goals / Quota Management No 
Lead Management No 
Meeting Management Yes 
Performance Management Yes 
Presentation Management Yes 
Proposal Management No 
Territory Management No 
Training Management Yes 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps No 
Email Sequences Yes 
Email Tracking / Automation Yes 
Lead Management No 
Reporting / Analytics Yes 
Sales / Voice Dialer No 
Sales Automation No 
Search No 
Task Management No 
Templates No 
Workflow Management No 

Sales Force Automation

Call Management No 
Campaign Management Yes 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing Yes 
Field Sales Management No 
Lead Management No 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Video Conferencing

Electronic Hand Raising No 
Mobile Access No 
On-Demand Webcasting No 
Presentation Streaming No 
Presentation Tools No 
Private Chat No 
Real-Time Chat No 
Record & Playback Ability No 
Screen Sharing No 
Two-Way Audio & Video No 
Video Conferencing No 
Whiteboard No 

Web Conferencing

Electronic Hand Raising No 
Mobile Access No 
On-Demand Webcasting No 
Presentation Streaming No 
Presentation Tools No 
Private Chat No 
Real-Time Chat No 
Record & Playback Ability No 
Screen Sharing No 
Two-Way Audio & Video No 
Video Conferencing No 
Whiteboard No 

Product Features

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Email Tracking

A/B Testing No 
Audience Segmentation Yes 
Campaign Management Yes 
Event-Based Notifications Yes 
Location Tracking No 
Team Management Yes 

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management No 
Relationship Tracking Yes 
Team Assignments No 
Territory Management Yes 

Inside Sales

Auto-Dialing No 
Call List Management Yes 
Call Recording Yes 
Campaign Management Yes 
Dashboard No 
Data Management No 
Lead Capture Yes 
Lead Distribution Yes 
Lead Scoring Yes 
Performance Management Yes 

Lead Management

Activity Tracking Yes 
Campaign Management No 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing No 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking Yes 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps No 
Email Sequences Yes 
Email Tracking / Automation Yes 
Lead Management No 
Reporting / Analytics Yes 
Sales / Voice Dialer No 
Sales Automation Yes 
Search No 
Task Management Yes 
Templates No 
Workflow Management Yes 

Sales Force Automation

Call Management Yes 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database No 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking Yes 
Sales Forecasting No 
Territory Management Yes 

Sales Tracking

Activity Dashboard No 
Alerts / Notifications No 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports No 
Document Management No 
Email Templates No 
Interaction Tracking No 
Lead Management No 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics No 
Task Management No 

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