What is Freshworks CRM?
Freshworks CRM (formerly "Freshsales") is a cloud-based customer relationship management (CRM) software solution that helps companies manage interactions with customers, prospects, partners, and employees.
Freshworks CRM is a next-generation customer relationship platform that blends efficient marketing automation capabilities with the best features of a sales CRM. This aids company in cultivating a closer relationship with their clients, which boosts engagement and revenue. It's ideal for companies who want their sales and marketing teams to work together to generate leads, handle them, and close deals using only one piece of software. Salespeople will have access to data and resources that will help them better understand who they are selling to, while marketing personnel will gain a better understanding of their target customers.
The immediate advantage of this tool is the integration of all things marketing and sales with a strong dose of AI.
Sales Cloud, Marketing Cloud, and Customer-for-Life Cloud are the three main cloud packages available, with the Customer-for-Life Cloud providing the best of all CRM resources. It involves strategies for generating new leads, such as effective email marketing. This incorporates live chat and telephony functions for contact. To transfer leads down the funnel, you get full contact lifecycle management and other sales tools.
Freshworks CRM features
Like all CRM solutions, Freshworks CRM has standard features that businesses need to track and manage their leads. It is unique though with three additional features that make it stand out from the rest.
All leads are not created equal. Some will never become customers, while others are only a couple of conversations away.
It's important to know how close you are to making a sale and this is a feature that can help with that. Freshworks CRM's lead scoring feature allows you to rank leads based on the degree of engagement and this is an invaluable sales prospecting tool. You can be more confident in your sales pipeline knowing that you are always reaching out to the right people.
If you manage a sales team and want to be more efficient, Freshworks CRM can help. The software tracks salespeople by divisions, products, and geography, and automatically assigns prospects to the right salespeople based on their needs.
And while the basic version does not handle team management, the higher-priced versions can help a sales team by automating processes and providing powerful tools for lead management, workflow, team expansion, event tracking, goals, reporting, audit logs, and other important features.
At the core of a successful sales, CRM application is the ability to access and utilize powerful reporting features. Without a strong reporting layer, you won't be able to see how well you're performing in key sales metrics like lead generation, conversion rate, and other important data.
And Freshworks CRM does a great job, offering 30 different types of reports. From manual call logs to leads generated this month to email activity reports. All of them are instantly available and require no effort from the user.
Freshworks CRM pricing
There is a Free Forever Startup plan
Customer-for-Life Growth plan is $29 per user/month billed annually
Customer-for-Life Pro plan is $69 per user/month billed annually
Customer-for-Life Enterprise plan is $125 per user/month billed annually
Checkout detailed pricing plans here
Freshworks CRM integrations:
- Mailchimp: Update Freshworks CRM contacts from new Mailchimp subscribers
- WooCommerce: Add new WooCommerce orders to Freshworks CRM as contacts
- Slack: Send Slack channel messages for new deals in Freshworks CRM
- Google Contacts: Add new Freshworks CRM contacts to Google Contacts
- Zoom: Create Freshworks CRM contacts and accounts for new registrants in Zoom
- Microsoft Outlook: Add new contacts in Microsoft Outlook to Freshworks CRM
Freshworks is an easy-to-use customer relationship management (CRM) solution that helps small and medium-sized businesses lead their customers through the sales process. With the industry's lowest price point, a sales rep can try the platform out for free or even pay a low monthly licensing fee.
Some of the more useful features, like those offered by many other vendors, are only available in premium packages. Time-based workflows, chatbot software, and advanced metrics reporting are among the features available in Freshworks CRM. The free and simple plans, however, are a good place to start, and you can always upgrade.