Freshsales Review: Pros, Cons, Features, and Pricing
Freshsales is an accounting customer relationship management (CRM) software from Freshworks that helps sales teams manage customer interactions and financial data. It's ideal for finance teams in mid-sized businesses, startups, and SaaS sectors such as retail and services. Freshsales offers intuitive CRM tools, automation functionality, and AI-powered features tailored for sales forecasting, financial planning, and analysis.
Freshsales addresses issues including data integration, workflows, and reporting for finance departments while streamlining the sales process with sales sequences, notifications, and follow-up automation. In this article, I'll cover Freshsales features, pros and cons, use cases, pricing, etc., so you can decide whether this software aligns with your financial planning and analysis needs and goals.
Freshsales Evaluation Summary
- From $9/user/month (billed annually)
- 21-day free trial available
Why Trust Our Software Reviews
Freshsales Overview
In my opinion, Freshsales is a solid choice for teams seeking a reliable, user-friendly accounting CRM software. It stands out with its dashboard, custom fields and modules, and efficient customer support, making it a good fit for finance teams and small to mid-sized businesses. While it excels in onboarding and support, it may not be the best CRM for highly specialized needs due to limited third-party integrations compared to Salesforce or HubSpot. However, Freshsales pricing offers good value with flexible plan options. If your team values ease of use, automation, and robust support, Freshsales is among the best CRM tools to consider.
pros
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Customer support is responsive, ensuring your issues are resolved fast.
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Onboarding is smooth, so your team can get started quickly.
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The user interface is intuitive and user-friendly.
cons
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Customization options might not meet all specific business requirements.
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The mobile app can be less reliable compared to the desktop version.
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Some users find the reporting features limited for complex needs.
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How We Test & Score Tools
We’ve spent years building, refining, and improving our software testing and scoring system. The rubric is designed to capture the nuances of software selection and what makes a tool effective, focusing on critical aspects of the decision-making process.
Below, you can see exactly how our testing and scoring works across seven criteria. It allows us to provide an unbiased evaluation of the software based on core functionality, standout features, ease of use, onboarding, customer support, integrations, customer reviews, and value for money.
Core Functionality (25% of final scoring)
The starting point of our evaluation is always the core functionality of the tool. Does it have the basic features and functions that a user would expect to see? Are any of those core features locked to higher-tiered pricing plans? At its core, we expect a tool to stand up against the baseline capabilities of its competitors.
Standout Features (25% of final scoring)
Next, we evaluate uncommon standout features that go above and beyond the core functionality typically found in tools of its kind. A high score reflects specialized or unique features that make the product faster, more efficient, or offer additional value to the user.
We also evaluate how easy it is to integrate with other tools typically found in the tech stack to expand the functionality and utility of the software. Tools offering plentiful native integrations, 3rd party connections, and API access to build custom integrations score best.
Ease of Use (10% of final scoring)
We consider how quick and easy it is to execute the tasks defined in the core functionality using the tool. High scoring software is well designed, intuitive to use, offers mobile apps, provides templates, and makes relatively complex tasks seem simple.
Onboarding (10% of final scoring)
We know how important rapid team adoption is for a new platform, so we evaluate how easy it is to learn and use a tool with minimal training. We evaluate how quickly a team member can get set up and start using the tool with no experience. High scoring solutions indicate little or no support is required.
Customer Support (10% of final scoring)
We review how quick and easy it is to get unstuck and find help by phone, live chat, or knowledge base. Tools and companies that provide real-time support score best, while chatbots score worst.
Customer Reviews (10% of final scoring)
Beyond our own testing and evaluation, we consider the net promoter score from current and past customers. We review their likelihood, given the option, to choose the tool again for the core functionality. A high scoring software reflects a high net promoter score from current or past customers.
Value for Money (10% of final scoring)
Lastly, in consideration of all the other criteria, we review the average price of entry level plans against the core features and consider the value of the other evaluation criteria. Software that delivers more, for less, will score higher.
Core Features
Contact Management: Email sync with Gmail and Outlook allows you to easily store and organize customer data, ensuring your team always has up-to-date information. This helps you track interactions and build better relationships.
Lead Scoring: This feature helps you prioritize leads based on their potential value. Your team can focus on those most likely to convert into sales.
Email Tracking: Email marketing and tracking features notify you when emails are opened, supporting timely follow-up.
Deal Management: You can manage your sales pipeline with ease, tracking each stage of the process. This helps your team close deals more efficiently.
Reporting and Analytics: Freshsales provides basic reports to help you understand your sales performance. Your team can make data-driven decisions with these insights.
Task Management: You can assign tasks and set reminders, keeping your team organized and on schedule.
Ease of Use
Freshsales is known for strong usability, with a clean dashboard, intuitive modules, and a minimal learning curve, making it easy for your team to navigate without much training. Sales teams can quickly access features such as contact management and email tracking. Many users appreciate how straightforward it is to set up and use, even if you're not tech-savvy. The built-in phone and task management tools save time, allowing your team to focus on what's important. Overall, its ease of use makes Freshsales a reliable choice for your accounting CRM needs.
Integrations
Freshsales integrates with Gmail, Google Calendar, Microsoft Outlook, Mailchimp, WhatsApp, QuickBooks, and other third-party integrations. It also supports APIs for extended functionality.
Freshsales Specs
- 2-Factor Authentication
- API
- Calendar Management
- Call Tracking
- Campaign Management
- Click-to-Dial
- Contact Management
- Contact Sharing
- Custom Data Forms
- Customer Management
- Dashboard
- Data Export
- Data Import
- Data Visualization
- Email Integration
- External Integrations
- File Sharing
- File Transfer
- Google Apps Integration
- Lead Management
- Lead Scoring
- Marketing Automation
- Mobile App
- Multi-User
- Notifications
- Pipeline Management
- Sales Automation
- Scheduling
- Social-Media Integration
- Task Scheduling/Tracking
- Third-Party Plugins/Add-Ons
