Freshsales

Introduction

Building a strong customer base is the first step is customer relationship management (CRM). Having a holistic relationship with your customers means addressing their needs quickly, sending targeted marketing promotions and resolving any issues they have effectively.

For small to medium-sized enterprises (SMEs), maintaining the relationship with customers was quite expensive because it required an extra person. However, thanks to advanced technologies, CRM systems are now being leveraged for relationship management.

What is a CRM System?

A CRM system is a software platform that helps businesses manage, track, and analyse all interactions with current and potential customers. It acts as a centralised digital hub, tracking contact details, sales pipelines, marketing campaigns, and support tickets in one place.

An ideal CRM platform for SMEs is Freshsales CRM.

What is Freshsales CRM?

Freshsales CRM is a comprehensive sales automation and customer relationship management (CRM) platform developed by Freshworks. It is designed to help businesses manage leads, track deals, and streamline communication by providing a unified, 360-degree view of every customer interaction across email, phone, and messaging apps.

What Does Freshsales Offer SMEs?

Freshsales CRM offers SMEs an intuitive, all-in-one sales platform designed to boost productivity without enterprise-level complexity. Key benefits include AI-powered lead scoring, built-in omnichannel communication (email, phone, and chat), pipeline management, and robust automation, all at an affordable price point.

Main Features

Omnichannel AI Customer Service: Freshsales enables you to support your customers on any channel – email, chat, voice. Resolve with AI, bring human experts when needed, and personalise service with a context-rich inbox.

Agentic AI: Freshsales’ AI agent Freddy, helps you resolve repetitive yet complex queries and hand over to you only when needed, and with full context.

Ticketing and Case Management: Freshsales enables your team to see all interactions in one place, prioritise tickets based on customer sentiment and SLAs, and use AI assistance that suggests similar tickets from the past so you’re ready to resolve.

AI Assistance: Freddy AI Copilot gives your team everything they need to resolve faster and better with real-time sentiment, context from similar tickets, live translations, and more.

Live Chat Messaging: Through Freshsales CRM, you can chat to your customers on the channel of their choice at any time. You can also automate live chats with AI.

Contact Centre: Freshsales’ CRM includes a built-in cloud phone and contact centre feature that lets sales and support teams buy toll-free or local numbers, make outbound calls, and receive inbound calls directly from the browser without juggling external devices.

Pricing

Freshsales has three pricing plans and a free plan designed for small teams of up to 3 users. All plans can be tried for free for 21 days.

Free Plan – $0 per month for 3 users. The Free plan features:

  • Kaban View for contacts
  • Email templates
  • Built-in phone and live chat

Growth Plan – $11 per user, billed monthly or $9 per user, billed annually. The Growth plan features everything on the free plan plus:

  • Kanban View for contacts, accounts and deals
  • Contact lifecycle stages
  • Built-in chat, email and phone
  • Email templates
  • Custom fields
  • Basic workflows
  • Contextual collaboration with Slack
  • Product catalogue
  • Curated reports
  • Access to Freshworks Marketplace
  • 1 Configure, Price, Quote (CPQ) licence
  • Mobile app
  • 24/5 support

Pro Plan – $47 per user, billed monthly or $39 per user, billed annually. The Pro plan features everything on the growth plan plus:

  • Contact scoring by Freddy AI
  • Custom sales activities
  • Advanced custom fields
  • Auto-assignment rules
  • Territory management
  • Sales sequences
  • Sales emails by Freddy AI
  • Rephrase, expand, and enhance text by Freddy AI
  • Bring your own carrier (B.Y.O.C)
  • Multiple sales pipeline
  • Account hierarchy
  • Deal insights by Freddy AI
  • Advanced workflows
  • Custom reports

Enterprise Plan – $71 per user, billed monthly or $59 per user, billed annually. The Enterprise plan features everything on the pro plan plus:

  • Field-level permissions
  • Custom modules
  • Forecasting insights by Freddy AI
  • Workflows for custom modules
  • Sandbox
  • Audit logs
Pros and Cons

Pros

Has a free plan
AI integration for seamless relationship management
Affordable and beginner friendly

Cons

No local pricing
Free plan has limited features
FAQs

Freshsales caters to a wide range of industries, from tech startups to marketing agencies and professional services firms. Their flexible platform can be customized to suit most sales workflows.

Freshsales offers various plans to accommodate businesses of all sizes. They boast a scalable architecture that can grow with your needs.

Freshsales offers 500 sessions with all paid plans to try out chatbots. This is limited to once per account. Once exhausted, you can purchase additional sessions bases on your requirements.

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