Average Ratings 14 Ratings
Average Ratings 0 Ratings
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.
Description
Uncover, secure, and implement new business opportunities through an integrated deal and relationship management system. Harness and consolidate the shared intelligence within your organization using a comprehensive platform dedicated to deal and relationship management. More than just a CRM, Intapp DealCloud serves as a reliable single source of truth that aids teams in enhancing relationships, accurately monitoring and forecasting their pipelines, and speeding up execution processes. Designed with AI capabilities and a specific focus, DealCloud fosters improved performance, driving stronger growth. Cultivate and maintain network connections to pinpoint high-quality opportunities while building a robust pipeline informed by unified insights from both the firm and the market. Amplify the impact of your team's efforts and reduce frustration through automated workflows and AI-driven solutions. Equip your team with the essential tools required to effectively execute and win more business at a faster pace. With Intapp DealCloud, you can empower your firm's growth and unlock its full potential. This platform not only enhances operational efficiency but also cultivates a culture of collaboration and innovation within your organization.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft 365
Yes
Microsoft Outlook
Yes
Workers by Delos
Yes
AnswerForce
Yes
AppointmentCore
Yes
COZYROC SSIS+ Suite
Yes
FactSet
No
Freshmarketer
Yes
GetProspect
Yes
HubSpot Customer Platform
Yes
Integrations
Microsoft 365
Yes
Microsoft Outlook
Yes
Workers by Delos
Yes
AnswerForce
No
AppointmentCore
No
COZYROC SSIS+ Suite
No
FactSet
Yes
Freshmarketer
No
GetProspect
No
HubSpot Customer Platform
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
Pro - $39 per user per month
Enterprise - $59 per user per month
All prices are billed annually
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
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
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)
Yes
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Freshworks
Founded
2011
Country
United States
Website
www.freshworks.com/crm/
Vendor Details
Company Name
Intapp
Founded
2000
Country
United States
Website
www.intapp.com/dealcloud/
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
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No