Freshsales

Freshsales

The all-in-one Sales CRM

4.7/5 (434 avaliações)

Resumo do Freshsales

Freshsales is a sales CRM software by Freshworks that makes it easy for businesses of all sizes to attract, manage, close, and nurture their leads. With a highly intuitive UI and a powerful feature set including built-in phone and email, AI-based lead scoring, visual deal pipeline, intelligent workflow automations, and customisable visual reports and dashboards, Freshsales gives businesses everything they need to manage and scale their sales without having to juggle multiple tools. Freshsales is GDPR compliant and has several GDPR specific features and enhancements. The Freshsales marketplace currently hosts over 75 apps that can be seamlessly integrated with it to enhance productivity.

Some of the key features in Freshsales include:

* Built-in phone and email
* Two-way Email Sync
* AI-based lead scoring
* Workflow automation
* Visual sales pipeline
* iOS and Android Apps

The built-in email with two-way email sync ensures that sales reps never have to leave the CRM to access their email inbox. Email tracking features enable users to know when and how many times an email was opened, or a link was clicked on. Users can also create personalised sales campaigns using email templates. Insightful email metrics helps users understand which emails are performing well and which aren’t.

Freshsales comes with a built-in phone powered by Freshcaller which enables direct calling with a simple click on a contact’s phone number. Users can set up buy local numbers, enable call recording, and set up IVRs in a matter of minutes. Users can also add notes, schedule tasks, as well as make appointments.

The 360-degree view gives users in-depth customer insights on prospects allow users to plan relevant conversations and keep track of touchpoints using the activity timeline. Freshsales collects data and segments activities based on a contact’s behavior. Users can get perspective on leads with advanced lead scoring, and prioritize important follow-ups.

The visual sales pipeline provides complete visibility of deals across various stages. Users can sort and filter by close dates, helping to make more guided decisions for climbing up the sales ladder. The drag and drop navigation enables users to move deals across the sales pipeline into any stage.

Visual sales reports and revenue analytics monitor sales progress and identify successful campaigns by source, sales rep, territory, and more. Freshsales mobile apps for iOS and Android lets users access deals while on-the-move and stay up-to-date on prospects at all times.

Preços

A partir de
US$ 12,00/mês
Opções de preços
Avaliação gratuita
Gratuito
Assinatura
Relação qualidade/preço

Dispositivos

Porte da empresa

P
M
G

Mercados

Ásia, Austrália, Brasil, Canadá, Europa e outros 5, Alemanha, Índia, América Latina, México, África e Oriente Médio

Idiomas

Chinês (tradicional), Holandês, Inglês, Francês, Alemão e outros 5, Italiano, Polonês, Português, Russo, Espanhol

Freshsales - Avaliações

Classificação geral
4.7/5
95% avaliações positivas
322
Excelente
92
Muito bom
14
Regular
2
Ruim
4
Péssimo
Dominic C.
Traduzir com Google

It's a great CRM!

Usado Diariamente durante 6 a 12 meses
Avaliado em 24/01/2019
Fonte da avaliação: Capterra

All-in-All it's a great software to use. I conclude with the fact that freshsales is ever changing and in my 6 months of usage I have seen anticipated improvements appear right before my eyes. It's perfect for users who are looking for a cost effective and flexible solution to customer relations. The kinks in its usage can be ironed out through support and further improvement of the software itself. It's a great CRM!

Vantagens

The BEST part about Freshale's is the endless capability for customizations and integrations. This allows users to create systems of follow up with multiple points of contact to the client. The new future to manage duplicates was a great addition. I also love the capability to attach documents to client files, really comes in handy.

Desvantagens

The system is relatively easy to understand however when it comes to usage I find it's very clunky. I can see how the open set up and free customization may overwhelm even experienced users. I would even say that, the coders and web designers at freshsales had more of an influence on this product then the relation management professionals. It sort of like a "Droid" cell phone. The technology in the phone is superior and far more advanced, yet users are not acclimated to the application of it. I would like to make two suggestions to address such.

First, I'd like to point out that even though I'm bring this up in the 'con' section, I have NEVER had a problem with Freshsales support team. When in reference to the wieldiness of the software I think that Freshsales could benefit from a hand on approach and a thorough process in training the users. You see if the users understood Freshsales as much as you folks do I'm certain the above 'con' would be null.

Second, in relation to the same 'con' described above I believe this can be solved more directly. What I mean by that is creating an internal prioritization based on recent actions, recent stage changes, number of exchanges, lengths of conversation and what ever variables you guys think that can measure and use as info to prioritize leads. Then possibly a dashboard view, displaying these prioritized leads as well as up coming tasks and appointments, metrics on call volume and possible targets or goals.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Aatish R.
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Just the push your sales team needs!

Usado Diariamente durante 6 a 12 meses
Avaliado em 15/01/2019
Fonte da avaliação: Capterra

FreshSales has helped me in -
1. Delegating tasks to the team
2. Tracking of team activity / performance
3. Increase accuracy of sales forecast
4. Identifying neglected contacts in the database

Vantagens

Comprehensive CRM tool which blends in with your e-mail box. Primary advantage is that it screens and displays e-mails only from the contacts listed in the CRM (no need to browse through internal / vendor communication, while searching for any e-mail). Further, it categorizes conversations corresponding to a particular person (contact), company or any deal. Also, including complete record of calls, e-mails, chat and other communication to one customer by various people in the organization

The ease of task delegation / collaboration with others in the team is a cakewalk with FreshSales. Another benefit is task, appointment reminders across time zones. In addition to this, it can also tag the location for the meeting accurately on google maps / Uber app.

Tracking of e-mails - it not only tracks if the e-mail is opened but records the number of times it has been opened with the respective time-stamp. One more highlight is the bulk e-mailing to the complete database at a single click. Importantly, the e-mails are recorded as individual emails to parties in your e-mail box with a metric analysis of opens, bounces, clicks of the shared hyperlink.

Second aspect to the CRM tool is the managerial feature of generating reports. It displays reports for all team members with respective sales activities, follow-ups, action items against every deal.

Access of complete database via the mobile App! This enables quick review and follow-up drastically reducing response time to customers.

Desvantagens

A limitation observed is that the software takes longer time to load in case of heavily loaded database.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

9.0/10
Wolfgang B.
Traduzir com Google

Freshsales allows for a quick start

Usado Diariamente durante 1 a 5 meses
Avaliado em 05/10/2018
Fonte da avaliação: Capterra

To convince my companies boss to go with and acquire Freshsales was very easy. The daily joy and enthusiasm working with this programme showed in givng great results in a very short time. Upload data, create a mailing template, select clients, press the bulk e-mail button and wait. Shortly you can see who received and opened your mail and also if they clicked any links in e-mail provided. A perfect indicator to catch your clients just when they are also online viewing your information to follow up, if that's a strategy you desire. We are working less aggressively, so knowing that the e-mail was opened is enought to e.g. follow up with a second mail or whatever you have automated your workflow with. The opt-out option for mail receivers automatcally renders that client as unqualified and will not be disturbed by mistake anymore. Finally, I just like to say that I only use about 10% of Freshsales potential and get the desired results. Remember, keep it simple. I am really looking forward to optimize certain features and procedures in the future. And I know I can count on customer support again to guide me. Step by step. I try not to overload them, because I myself with a customer support background understand the work they do and they do a great job.

Vantagens

There is so much in Freshsales that it is impossible to list all the pro's. But only a few functions are needed to get started. Appart from easy accesible menus, logic selectable filters, customizable deal overviews, pipelines and workflow automatization, all you need to do is upload your client data from e.g. an Excel file and you are basically ready to roll. At every step getting to know Freshsales I was able to contact Customer Support via chat and was guided non-stop during my 30 day trial. You can even book sveral one on one remote sessions to have all your questions answered and shown on screen. The knowledge database also is very well organized with videos and FAQ's.

Desvantagens

There is nothing bad I can say regards Freshsales. It's true, that there is a lot to take in. To get everything out of all the available features, there is a steep learning curve that leans towards a small portion of CRM administrational work. But if you wanna keep it simple, it lets you do that. Only if you start to work with more data, more clients, more workflows can it become a bit overbearing. But that's with every other CRM also.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Kreasan M.
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Waking up to FreshSales

Usado Diariamente durante 6 a 12 meses
Avaliado em 30/08/2019
Fonte da avaliação: Capterra

Managing clients per product and account management teams increase overall and all-round efficiency for our brand. We are able to deliver to our clients in the shortest times due to this tool being so thorough and granule in a clients profile and notes and tasks sub-sections.

Vantagens

After a busy weekend, one of the most inspirational and motivational things to look forward to on a Monday morning is the fact that I can pick up where I had left off using Fresh Sales as a guided in-depth CRM platform. This product has become like my business or team partner. The ongoing enhancement and functional upscaling of this software make for comfortable selling, tracking planning, and auditing processes. It also allows for sales teams and management to share accurate real-time information. The “On the Go” mobile app features are a huge delight for teams that are mobile and need information or need to input the same “On the Go” The task reminders that synchronize with my calendar and phone reminders allows me to stay on top of all my tasks within the system and manage customer expectations efficiently.

My sales teams are happier and more productive because of this effective tool. Built-in accounting features make it a "dream" to integrate into large financial system as well

Thank you FreshSales for brightening my day.

Desvantagens

I would like more personalization for TABS in the stages of the sales pipeline. Due to our massive product offerings, we often find that we have to keep editing TABS, but it isn't a train smash. We will look at workarounds till the ever-innovative team at FreshSales provides more functional enhancements.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Elisa P.
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A great suite to improve marketing effectiveness

Usado Diariamente durante Mais de um ano
Avaliado em 14/10/2018
Fonte da avaliação: Capterra

Using both Freshdesk and Freshsales to manage our relationships with users and the business opportunities that may arise is the most efficient way to improve our sales effectiveness.

Vantagens

We are using Freshsales together with Freshdesk and it is the perfect solution to help our customers and manage all our relationships with them in a quick and simple way through an effective streamline.

By adding the Freshasales API code in Freshdesk, the tools are automatically synchronized in order to keep track of the relationships that have occurred with all users.

Freshsales helps to reach specific goals by setting up a valuable deal for each lead imported inside it. The deal management is really intuitive, just like all the other features available. The contacts can be easily imported uploading your customer lists in csv or similar file format.

The CRM offers a built-in phone, an integrated email system, a user behavior, tracking, and a reporting system.

As already written, Freshsales is really intuitive and easy-to-use thanks to its accessible menus and filters. There is also the possibility to customize some overviews in order to keep all essential information at your fingertips. It is possible to automatize pipelines and workflows as needed.

Freshworks tool offers a great help desk, you can get support by email using the ticket system, by chat or telephone. The support team is always ready to help.

Desvantagens

Some automatic reminders are missing. You can’t set specific alarms to be notified when a customer doesn’t get back to you or similar.

Detalhamento da qualificação

Praticidade
Suporte ao cliente

Probabilidade de recomendação

9.0/10

Preço do Freshsales

A partir de
US$ 12,00/mês
Opções de preços
Avaliação gratuita
Gratuito
Assinatura
Relação qualidade/preço

SPROUT: Free for Unlimited Users

BLOSSOM: $12/user/month billed annually, $19 month-to-month.

GARDEN: $25/user/month billed annually, $35 month-to-month.

ESTATE: $49/user/month - billed annually, $65 month-to-month.

FOREST: $79/user/month - billed annually, $99 month-to-month.

Recursos do Freshsales

  • API
  • Acompanhamento de atividades
  • Banco de dados do cliente
  • Campos personalizados
  • Criação de relatórios personalizável
  • Gestão de calendários
  • Importação/exportação de dados
  • Integração de CRM
  • Integração de e-mail
  • Integração de terceiros
  • Integração do celular
  • Lembretes
  • Modelos personalizáveis
  • Notificações automáticas
  • Painel de atividades
  • Relatórios e estatística

  • Dados em tempo real
  • Imagem de marca personalizável
  • Integração de redes sociais
  • Pagamentos eletrônicos

Mais informações sobre Freshsales

Principais recursos do Freshsales

  • 360° customer view
  • Action-oriented follow ups
  • Activity timeline
  • Advanced lead scoring
  • Appointments, tasks and notes
  • Assign phone numbers
  • Auto lead assignment
  • Auto profile enrichment
  • Automatically log calls
  • Automation
  • Behavior-based segmentation
  • Bulk actions
  • Calendar sync
  • Call history
  • Caller display
  • Click to call
  • Custom views
  • Customize sales process
  • Customized reports
  • Deal funnel view
  • Deal status, at a glance
  • Deeper analytics
  • Email metrics
  • Email scheduling
  • Email tracking
  • Email-to-lead
  • Entire conversation history
  • Filter and sort deals
  • Forward call
  • Forward emails
  • In-depth customer insights
  • Insightful email metrics
  • Lead scoring
  • Lost deal analysis
  • Mobile integration
  • Open & click notifications
  • Personalize templates
  • Personalized welcome and voicemail messages
  • Pipeline dashboard
  • Preview reports
  • Record calls
  • Revenue analytics
  • Role-based access
  • Sales campaigns
  • Sales first inbox
  • Simple drag and drop navigation
  • Smart fields
  • Tasks & appointments
  • Team segmentation
  • Territory reports
  • Visual sales pipeline
  • Visual sales reports
  • Web-to-lead
  • Website and in-app tracking

Vantagens

  • Built-in phone and email features enable users to make calls, send targeted emails, and keep in touch with prospects with a single click.

  • The 'email-to-lead' feature automatically links emails to the appropriate lead or contact’s record.

  • Users can auto-capture leads directly into Freshsales whenever a visitor completes a webform.

  • Freshsales' 'enrichment' feature automatically adds social information and photos to profiles.

  • The pipeline dashboard informs users on what needs to be done to move deals forward, identifies bottlenecks, and helps analyze lost deals.

  • Perguntas frequentes sobre o Freshsales

    Abaixo estão algumas perguntas frequentes sobre o Freshsales.

    P: Que tipo de planos o Freshsales oferece?

    O Freshsales oferece os seguintes planos de pagamento:

    A partir de: US$ 12,00/mês

    Modelo de preços: Gratuito, Assinatura

    Avaliação gratuita: Disponível

    SPROUT: Free for Unlimited Users

    BLOSSOM: $12/user/month billed annually, $19 month-to-month.

    GARDEN: $25/user/month billed annually, $35 month-to-month.

    ESTATE: $49/user/month - billed annually, $65 month-to-month.

    FOREST: $79/user/month - billed annually, $99 month-to-month.

    P: Quais são os principais recursos do Freshsales?

    O Freshsales oferece os seguintes recursos:

    • 360° customer view
    • Action-oriented follow ups
    • Activity timeline
    • Advanced lead scoring
    • Appointments, tasks and notes
    • Assign phone numbers
    • Auto lead assignment
    • Auto profile enrichment
    • Automatically log calls
    • Automation
    • Behavior-based segmentation
    • Bulk actions
    • Calendar sync
    • Call history
    • Caller display
    • Click to call
    • Custom views
    • Customize sales process
    • Customized reports
    • Deal funnel view
    • Deal status, at a glance
    • Deeper analytics
    • Email metrics
    • Email scheduling
    • Email tracking
    • Email-to-lead
    • Entire conversation history
    • Filter and sort deals
    • Forward call
    • Forward emails
    • In-depth customer insights
    • Insightful email metrics
    • Lead scoring
    • Lost deal analysis
    • Mobile integration
    • Open & click notifications
    • Personalize templates
    • Personalized welcome and voicemail messages
    • Pipeline dashboard
    • Preview reports
    • Record calls
    • Revenue analytics
    • Role-based access
    • Sales campaigns
    • Sales first inbox
    • Simple drag and drop navigation
    • Smart fields
    • Tasks & appointments
    • Team segmentation
    • Territory reports
    • Visual sales pipeline
    • Visual sales reports
    • Web-to-lead
    • Website and in-app tracking

    P: Quem costuma usar o Freshsales?

    Os clientes habituais do Freshsales são:

    Autônomos, Grandes empresas, Empresas de médio porte, Sem fins lucrativos, Administrações públicas, Pequenas empresas

    P: Em que idioma o Freshsales está?

    O Freshsales está nos seguintes idiomas:

    Chinês (tradicional), Holandês, Inglês, Francês, Alemão, Italiano, Polonês, Português, Russo, Espanhol

    P: Que tipo de planos o Freshsales oferece?

    O Freshsales tem os seguintes planos de preços:

    Gratuito, Assinatura

    P: O Freshsales é compatível com disponíveis móveis?

    O Freshsales é compatível com os seguintes dispositivos:

    Android, iPhone, iPad

    P: O Freshsales se integra com quais outros aplicativos?

    O Freshsales se integra com os seguintes aplicativos:

    Freshchat, Freshdesk, LeadsBridge, Mailchimp, Paperflite, PieSync, Toky, Workato, Wrike, hubsell

    P: Que nível de suporte o Freshsales oferece?

    O Freshsales oferece as seguintes opções de suporte:

    FAQs, Fórum, Base de conhecimento, Suporte online, Suporte por telefone, Tutoriais em vídeo