Average Ratings 14 Ratings

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

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

Achieve greater success in acquiring clients with the most user-friendly sales software available. This platform provides all the essential tools for prospecting, scheduling meetings, and effective follow-ups, along with excellent customer support. Installation is completely free, and no credit card is needed to get started. Effortlessly engage with your potential clients through email, phone, and social media channels. Enhance your meeting scheduling with your ideal prospects and streamline your follow-up communications to ensure the right message is delivered at the perfect moment. Experience increased opportunities for new business, renewals, upsells, and cross-sells. We prioritize data security and adhere to regulatory compliance, investing significantly in cutting-edge technology and strong partnerships to safeguard our customers' information. By choosing our software, you not only gain essential tools but also peace of mind knowing your data is secure.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Google Calendar Yes 
Google Workspace Yes 
Microsoft 365 Yes 
Microsoft Outlook Yes 
3CX Yes 
Beam AI Yes 
DealHub Yes 
Easyflow Yes 
KrispCall Yes 
Martini Yes 
Nango Yes 
Nutshell No 
Onro Yes 
Personas No 
Raklet Yes 
Robly Yes 
Storylane Yes 
Visual Visitor Yes 

Integrations

Gmail Yes 
Google Calendar Yes 
Google Workspace Yes 
Microsoft 365 Yes 
Microsoft Outlook Yes 
3CX No 
Beam AI No 
DealHub No 
Easyflow No 
KrispCall No 
Martini No 
Nango No 
Nutshell Yes 
Onro No 
Personas Yes 
Raklet No 
Robly No 
Storylane No 
Visual Visitor 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 

Pricing Details

$12 per month per user
Free Trial Yes 
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 Yes 
Mac Yes 
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 Yes 

Vendor Details

Company Name

Freshworks

Founded

2011

Country

United States

Website

www.freshworks.com/crm/

Vendor Details

Company Name

Yesware

Founded

2010

Country

United States

Website

www.yesware.com

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

Email Tracking

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

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

Sales Intelligence

CRM Integration Yes 
Data Cleaning No 
Data Enrichment No 
Data Import/Export No 
Data Mining No 
Data Verification No 
Email Integration Yes 
Lead Scoring No 
List Building No 
Performance Management No 
Pipeline Management Yes 
Predictive Modeling/Analytics No 
Prospecting Tools No 
Reporting/Analytics Yes 
Sales Forecasting No 

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