Enterprise

Freshworks – Best Features, Pricing, Pros, And Cons: Let’s Discuss

Soumava Goswami

Enterprise July, 07 2023

Freshworks offers you a CRM that helps to streamline your sales and customer service management. The best part is that you will not need to break the bank to do so. The CRM system comes with a variety of useful features as well as other software systems from the brand, which can be integrated easily with the system. Furthermore, it is one of the such CRM options that come with a variety of customization options as well.

In this article, you will learn about the major products of Freshworks, along with a brief overview of Freshworks’ services. Then we will provide you with the pricing of the Freshworks CRM. Next, we will discuss the major features of the CRM system from which you can benefit.

Finally, you will learn why the Freshworks CRM is a great option for your business, followed by some pros and cons of the software system. Hence, to learn more about this software system, read on through to the end of the article.

Freshworks Products – A Brief Overview

Freshworks is a brand that comes with three different categories of products – Customer Service Products, IT Service Products, and CRM Products. The major CRM software from Freshworks is Freshsales.

According to Forbes.com,

“Freshsales is an all-in-one solution providing unified sales, marketing, chat and telephone capabilities. The Freshsales CRM works on a browser or mobile app, making it easy to reference or add to your contacts wherever you are. It’s also a fully customizable app, so you can change your dashboards to suit how you view your contacts or data.”

Customer Service Products include Freshchat, Freshdesk Support Desk, Freshdesk Omnichannel, Freshdesk Contact Center, and Freshdesk Customer Success.

IT Services Products include Freshservice for IT and service management, and Freshservice for Business Teams, for better-streamlining business processes.

CRM Services include Freshsales and Freshsales Suite for the management of sales services and Freshmarketer for marketing and lead management. All the customer services products and the IT services products are included with the CRM services.

Freshworks – What Is The Pricing?

One of the best things about the Freshworks CRM (Freshsales) is that there are three different plans based on the type of user that needs to work on the CRM. Here are the plans and their respective pricing:

Plans	Pricing
Free Plan	No payment (for up to three users only)
Growth	$15 per user per month (annual billing)
Pro	$39 per user per month (annual billing)

Furthermore, there is an ‘Enterprise’ plan that is designed for larger businesses, having complex sales processes and lead management needs. This plan is for businesses that deal with higher volumes of sales. The features, customization options, control, and governance are many. There are other controls as well, which are extremely helpful for businesses. Moreover, you can also include many add-ons with Enterprise as well.

Freshworks CRM – What Are The Major Features Of Freshsales?

According to the official website,

“Freshsales leverages customer data in ways that help you personalize engagement, shorten the sales cycle, and focus on the leads most likely to sign on the dotted line. All automated, and powered by brilliant AI-driven insights.”

Once you do Freshworks login into Freshsales, you will be greeted with an extremely useful and customizable dashboard. However, one of the best features about it is the fact that it is easy to use and simple at the same time. Here are the major features of Freshsales that you need to know about:

There are an ample number of customization features that helps the Freshsales CRM fit your business in the right manner.
The automation system can help in enhancing the productivity of the organization.
With its multichannel communication systems, Freshsales can help better manage your customer relationships.
With various sections that give you the view of customers, you can bring all the internal teams of your business along a single and shared view of the data associated with customers.
With automated workflows, end-to-end personalization, behavioral segmentation, and more, you will be able to automate your marketing processes.
The introduction of AI also makes things easier for you by providing you with helpful reports and insights.

Why Can Freshworks Be A Great Addition To Your Business?

Being one of the best lead management software options, Freshsales is a great option for growing your business.

Forbes.com, in its review of Freshsales, rightly puts it,

“Freshsales is an easy-to-use CRM tool that’s priced low enough for small startups that need to budget wisely. The free plan is a great entry-level tool and as your business grows, you can upgrade to one of the paid plans for more usability.”

Apart from that, if you want to do more collaboration, you can also integrate Freshsales with all the other software systems present in Freshworks.

What Are The Pros And Cons Of Freshworks CRM Freshsales?

The following are some of the most essential pros and cons about Freshsales that you need to know before you make a purchase:

Pros Of Freshsales

Here are the major pros of Freshsales:

There is a free plan which you can use perpetually.
The paid plans of Freshsales are affordable as well.
You will get to use the chat, email, and phone features on all the plans.
All the paid plans contain an AI-powered lead-scoring feature.
There are many automation options available with Freshsales as well.
There are customization options in the dashboards and reports as well.

Cons Of Freshsales

The following are the Freshsales cons that you must consider before you make a purchase:

Customer support is lacking and needs to be upgraded.
In some cases, Freshsales customer support only works on weekdays.
The free plan does not contain any reports.

Final Thoughts

Hope this article was helpful for you in getting a better idea of Freshsales CRM, which is one of the major software systems produced by Freshworks. The best thing about this software system is the fact that many features are available for free. However, if you are looking for advanced features, you must consider subscribing to the paid plans. What do you think about Freshsales? Share your reviews about the software in the comments section below.

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Soumava Goswami

Inspired by The Social Network, Soumava loves to find ways to make small businesses successful – he spends most of his time analyzing case studies of successful small businesses. With 5+ years of experience in flourishing with a small MarTech company, he knows countless tricks that work in favor of small businesses. His keen interest in finance is what fuels his passion for giving the best advice for small business operations. He loves to invest his time familiarizing himself with the latest business trends and brainstorming ways to apply them. From handling customer feedback to making the right business decisions, you’ll find all the answers with him!

Pipedrive Review 2023: Features, Pros & Cons, And Alternatives

The Pipedrive CRM is one of the best customer relationship management and lead management software available for small businesses. When it comes to general features and ease of usage, the customer reviews on Pipedrive seem to be among the best. So, after looking at customer reviews and checking out the software system by ourselves, we have decided to review Pipedrive. In this article, you will learn in general about Pipedrive, which is one of the best CRMs for small businesses. Furthermore, we will also discuss the pricing plans of Pipedrive, along with the features that it brings to the table. Next up, you will also find out whether this CRM software is a good option for your business or not. Finally, we have discussed some of the major pros and cons of Pipedrive. Hence, to learn more about this CRM software, read through to the end of the article. Pipedrive CRM – A General Review Of The Software Once you do a Pipedrive Login, you will feel that the CRM is simple and easy to use. There is no need for a learning curve before you start using the app. According to PCMag.com, “Pipedrive's straightforward user interface (UI) is simple to pick up quickly, which is worth a lot compared to the time and expense some tools require for training and onboarding. Smaller SMBs and entrepreneurs charged with CRM tasks will welcome its ease of use.” The primary function of the CRM is to make the sales pipeline more visual. However, you will need to customize the software beforehand based on the needs and demands of your business. The customization options are many, as you will be able to customize the API as well. What Are The Pricing Plans Of Pipedrive? As per the views in an article on Forbes.com, "Standout features that Pipedrive offers include an intuitive layout designed for productivity, optional field completion so you can expedite new leads. The platform is fully customizable, so you can adapt it to your team’s unique processes. There is a 14-day free trial available for those who want to test it out, and no credit card is required.” The following are the plans available on Pipedrive that you need to check out: PlansPriceEssential$9.90 per user per month (annual billing)Advanced$19.90 per user per month (annual billing)Professional$39.90 per user per month (annual billing)Power$49.90 per user per month (annual billing)Enterprise$59.90 per user per month (annual billing) What Are The Major Features Of Pipedrive? One of the major aspects of Pipedrive is that, along with CRM tools, it comes with lead management options as well. The following are the major features that Pipedrive CRM offers you: The minimalistic interface helps you with ease of usage. There are plenty of customization options that allow you to use the platform based on your needs. You can also customize the chatbots, which you can place on the website, to capture new leads automatically. The number of automation features helps in ensuring no leads fall through the cracks. The software easily integrates with third-party software applications, as you can enhance your productivity. Why Pipedrive Is A Good Software Option For Your Business? As the name suggests, the focus of the software is the streamline the process of the sales pipeline. According to Forbers.com, “Pipedrive is a cloud-based customer relationship management (CRM) tool designed by and for sales teams. The focus of this CRM is, as the name suggests, sales pipelines. Although there’s no free plan available, Pipedrive is affordable and easy to use, which is why it’s a solid choice for small businesses.” The CRM guides your sales teams through the sales process. In addition to that, there are many options for you to record key contacts and offer feedback to teams as well. The CRM acts as a centralized platform for various sales and lead management processes. There are many integration options available on Pipedrive as well. You can not only connect with the other software tools of Pipedrive but can also connect with other third-party software systems as well. This can help you to make the most of your productivity. Furthermore, if you get problems with the software, the Pipedrive Support is also great, which can help you deal with complicacies on the software better. The Major Pros And Cons Of Pipedrive The following are some of the essential pros and cons of Pipedrive that you need to know before you make a purchase: Pros Of Pipedrive Here are the major pros of Pipedrive, which are sure to help your business: The paid plans are quite affordable, and they start at only $9.90 per month. The sales pipeline on lead management is unlimited. Furthermore, there are many customization options as well. The sales assistant is powered by AI and machine learning. This one is available on all plans. To customize the software based on your business needs, you will have access to API as well. Most of the plans come with workflow automation. This helps you automate mundane jobs. Synchronization of calls and emails. For plans in the higher tier, contact info has the autofill feature as well. Most of the plans have built-in telephony features. The interface is extremely intuitive, and the workflow is based on the data. Comes with a mobile app for remote access. Cons Of Pipedrive The following are the cons that we have found with Pipedrive, and you need to be aware of them, too, before you buy a subscription: There are no free plans associated with Pipedrive. You cannot separate your contacts and new leads, which is important for lead management. The custom fields and reports on the software are limited in number on the lower-tier plans. You will get phone support only on the highest tier. Summing Up Hope this article was helpful for you in getting a better idea of the Pipedrive CRM software. If you are looking for software with a simple interface, high customization features, and enhanced automation functions, then Pipedrive is the best option for you. What are your reviews of the software system? Share your reviews of the same in the comments section below. Read Also: Pipeliner CRM Costs, Features, Applicability, And More 2023 – Let’s Discuss Less Annoying CRM – Pricing, Features, Pros And Cons, And More Pardot – Best Features, Pricing, Pros, And Cons: Let’s Discuss

How Does The Procurement Process Work? Essential Things To Know About It

The procurement process has been an essential part of the business since its existence. The process of buying the products and services for running the business smoothly forms an essential part of the organization. You need to get the supplies at the lowest cost procurement while maintaining the bottom line in the business. The procurement team works in coordination with the other departments of the organization. To get the necessary pieces of equipment essential for day-to-day work. If you want to grow your business smoothly, you cannot ignore the importance of the procurement process. It forms an integral part of the business that can help your organization to grow. Seek the help of a strategy consultant if you face any difficulty in the process. What Is A Procurement Process? The procurement process refers to the series of steps an organization follows to acquire goods, services, resources from external sources. It involves everything from identifying the need for a product or service to the final payment. You need to be well aware of your organization's needs. How Does The Procurement Process Work? There are several ways the procurement process works in an organization. You need to be well aware of it while meeting your organizational goals with ease. Some of the key processes which you can employ are as follows:- 1. Identifying The Needs With Procurement Process Departments or individuals within an organization identify the goods or services required. This might involve assessing inventory levels, forecasting future needs, or responding to specific project requirements. Here the seller's concessions also form an important part. It can reduce your cost significantly. 2. Specification Development Clear specifications or requirements and draft the details of quality, quantity, timelines, and any other specific criteria. It will help you to keep accurate records of the products that you are purchasing from the market. Furthermore, it will guide you in times of crisis if you face any legal complications. 3. Supplier Identification Potential suppliers or vendors you need to identify through databases, market research, or by issuing requests for information (RFI). It is the third most important step in the procurement process that you cannot ignore from your end. Once you follow this step, things are going to be easier for you. 4. Request For Proposal Or Quotation A formal document is sent to potential suppliers outlining the requirements and soliciting their proposals or quotes. This document includes information about the organization, its specific needs, evaluation criteria, timelines, and terms and conditions. It is one of the vital steps in the procurement process that you cannot ignore from your end. Follow the correct process that can make things easier for you. 5. Proposal Evaluation Received proposals reviewed and evaluated based on various criteria such as cost, quality, delivery time, supplier reputation, and compliance. You need to be well aware of this step at the time of proposal evaluation of the procurement process. Even a single small aspect is not left out in this process. Try to know the complete process to have a better insight into it. Consider the capital expenditure in this regard seriously. 6. Negotiation With Procurement Process Discussions take place with selected suppliers to finalize terms, prices, delivery schedules, and other conditions. This stage aims to reach a mutually beneficial agreement. The process of negotiation in the procurement process aims to offer a win-win solution to both parties. You cannot make your selection on the wrong end. 7. Contract Creation With Procurement Process A formal contract is drafted detailing the agreed-upon terms, responsibilities, timelines, and any other pertinent information. Both parties review and sign the contract. The agreement signifies the fact that both parties agree on the terms and conditions of the procurement process. Once you follow the correct method, things are going to be easier for you in the long run. 8. Purchase Order After the contract is signed, a purchase order is issued to the chosen supplier. The PO specifies the details of the purchase, including quantities, prices, delivery dates, and any other relevant terms. The PO is proof that both parties agree with the terms of the contract and that they can proceed with the procurement process. You need to know the complete process to make the process feasible for your business. 9. Goods & Service Receipts Upon delivery, the organization receives the goods or services and checks them against the agreed specifications. Any discrepancies or issues are addressed with the supplier. Once you get the receipts of the goods and services, it will become easier for you to complete the process of procurement. Types Of Procurement Process There are several types of procurement processes that you must be well aware of. You must not make your choices in grey. However, when you follow the correct process, things will become easier for you at the time of procurement. Some of the key types of procurement process are as follows:- 1. Direct Procurement This involves the acquisition of goods or services directly used in the production of a company's offerings. For example, raw materials, machinery, or components for manufacturing. 2. Indirect Procurement Indirect procurement involves acquiring goods or services that are directly not involve in the production process but are essential for business operations. This might include office supplies, IT services, marketing services, etc. 3. Service Procurement This focuses specifically on acquiring various types of services rather than physical goods. It could involve hiring contractors or consultants or outsourcing specific tasks like cleaning, security, or legal services. 4. Strategic Procurement This approach involves a more long-term and strategic view of procurement. It considers factors beyond immediate cost savings, such as supplier relationships, risk management, innovation, and overall value creation. 5. Sustainable Procurement Also known as green procurement or responsible procurement, this type emphasizes the environmental, social, and ethical impacts of procurement decisions. Final Take Away Hence, if you want to develop the perfect procurement process in your organization, then you cannot ignore the facts mentioned. You should follow the right process in this matter. It will help you to make a perfect deal for your business. Share your experiences with us in our comment box. It will help us to know your feedback in this matter. Your feedback forms a valuable part of our content strategy. So, you must not ignore this fact from your end. Read More Business Related News By Clicking Below!! What Is A Distribution Channel? Essential Things To Know About It Supply Chain Risk Management: Effective Strategies To Reduce It Equity Theory: A Balancing Act for Modern Workplaces

Maximizing Lead Conversion: Best Lead Management Software To Generate More Sales

Lead management comprises a variety of methods, processes, and practices, with the help of which businesses acquire new clients. This process is also called Customer Acquisition Management. There are many lead management software which are popular among both small and large businesses. These software systems come with tools that are created to fulfill the needs related to lead management processes. In this article, you will get a lead management software list, along with a description of the lead management software features. Furthermore, you will get some general details about each of these software systems. Hence, to learn more, read on through to the end of the article. What Is A Lead Management Software? Lead management is one of the most important processes of a business in today's day and age, especially if your business is based on the Internet. To manage leads, you will also need to get access to simple software-based tools that help you to maintain the client database and sales lead. According to an article on ActiveCampaign.com, “At its core, lead management software is a digital hub that consolidates and organizes all lead-related information. The software collects and stores valuable data about leads, including contact details, demographics, and interaction history.” Lead management software allows your business to find and get leads from different sources, including landing pages, website forms, social media platforms, and other platforms where marketing is possible. With such software, you will also be able to score leads and increase your prospects. Lead Management Software Vs CRM: What Is The Difference? While lead management software allows you to collect data, identify prospects, and close deals on sales, CRM software is helpful when you already have an existing customer base. In the latter system, you can consider the sales approach only if you have a database of customers. However, there are many new Lead management CRM software options available that allow you to do both jobs, including lead management and customer relationship management. According to SoftwareTestingHelp.com, “Certain software tools combine the services of lead management and CRM as the former leads to later, but CRM can never be a part of lead management. Lead Management vs. CRM is similar to Prospective Customers vs. Existing Customers.” Lead management software, as well as CRM software, provides you with a lot of benefits. It empowers you to find, capture, convert, and track leads in the best way possible. You can make your lead management processes much more effective with the help of such software systems and hence increase the chances of converting your leads into purchasing customers. The Best Free Lead Management Software In 2023 If you are looking for the best lead management software systems, you must consider a variety of factors before you make the purchase. These will help you to ensure that the software you are choosing is catering to the needs of your business. The first thing you must try to find in lead management software is flexibility and scalability. The software must be able to handle higher volumes of data. Furthermore, the software must be easy to use as well. Additionally, the software must come with all the latest features that are required from top lead management software and enable faster work processes. The following are the top lead management software options that you must look for in 2023: 1. Monday.com Whether you have a small business or a large business, this platform is a great option for you. One of the best features of this platform is pipeline management. Furthermore, it comes with great flexibility and security. Apart from that, the software supports integration, and you can customize it as per your needs. 2. ActiveCampaign This software comes with numerous exceptional features and top-grade capabilities. One of the major aspects of this software is its ability to automate. As per the claims of its official website, “With its intuitive interface and powerful automation tools, ActiveCampaign enables businesses to nurture and convert leads into paying customers.” 3. Salesforce Pardot Although a great option for medium-sized businesses, large businesses can use the software too. Pardot is a standalone application and comes with a variety of branching software systems. If you need a lot of email campaigns as well as a large database, you must choose Salesforce Pardot over anything. 4. Zoho CRM One of the most popular CRM systems also offers beneficial lead management options. Furthermore, this platform has a lot of other apps with other individual features, and all of them are already integrated with one another. Furthermore, SoftwareTestingHelp.com reviews – “The Company provides great customer support. The product is value for money and includes good features that suit various businesses.” 5. Less Annoying CRM If you want a simple and all-encompassing lead management and CRM software, then you must go for Less Annoying CRM. One of the best things about the software is that the pricing is straightforward, and the usage does not need a learning curve. Furthermore, setting up the software is also really easy. 6. LeadSquared Although a useful lead management and CRM software, LeadSquared is a platform that comes with different software services as well. This is a great option for startups and small businesses. The pricing is also not very high, which can be a relief for small businesses looking for growth. 7. Hatchbuck Hatchbuck is a CRM software that also offers you lead management options. The great thing about this software is that it is easy to use and does not require any learning curve. According to MotleyFool.com, “The solution offers an abundance of marketing and sales automation at a relatively low price, which makes Hatchbuck a great first system for small business marketing professionals and more novice marketing technology users.” Final Thoughts If you are looking for useful and long-term lead management software, you must choose from the options above. Hope this article was helpful to you in giving you a better idea of which software systems to purchase. Do you know of other great software for lead management? Share your views with us in the comments section below.

Pipeliner CRM Costs, Features, Applicability, And More 2023 – Let’s Discuss

In the current business environment, your business needs a CRM, which can help you accomplish a lot of jobs like lead management, contact management, email, marketing, pipeline management, and providing reports and analytics on various aspects of your marketing processes. If you are hoping to work with a CRM and implement it in your business, then Pipeliner CRM can be a good option for you. In this article, we will provide you with a brief overview of Pipeliner CRM. We will also show you why it is a great addition to your business and marketing processes. Apart from that, you will come across the major features of this software system. Finally, we will share the essential pros and cons of Pipeliner CRM. Hence, to learn more about the software, read on through to the end of the article. Pipeliner CRM – A Brief Overview Of The Software Platform According to the official website of Pipeliner CRM, “Pipeliner allows salespeople to take control of their opportunities, remain consistent through every stage of the sales process, and always stay focused on important priorities. It's the CRM that salespeople actually enjoy using.” However, we feel that as compared to popular CRMs like Less Annoying CRM, and others, Pipeliner CRM seems more visual and appealing at first look. You will also get a graphical overview of the various pipelines of your business organization. This will, in turn, help to provide your marketing and sales teams with an updated and detailed view of current activities, and that too, in a visual manner. With the Pipeliner CRM revenue option, you can check the graphical representation of your revenue numbers as well. If you are better with graphs, charts, and visuals, as compared to data on tables, then Pipeliner CRM is probably the one you must go for. Apart from that, the pricing plans associated with Pipeliner CRM are also great and are not complicated at all. As you pay more, the features and the tools that you get grow in number. Read More: Hatchbuck – Pricing, Features, Pros And Cons, And More Pipeliner CRM Pricing The following table shows the plans and pricing of the Pipeliner CRM software platform: PlansPricingStarter$65 per user per month (yearly billing)Business$85 per user per month (yearly billing)Enterprise$115 per user per month (yearly billing)Unlimited$150 per user per month (yearly billing) On all these plans, there is a 30-day free trial available, which you can use, to find out whether you want to implement the app in your business processes or not. Why Can Pipeliner CRM Be A Great Option For Your Small Business? According to PCMag.com, “Pipeliner CRM is designed for businesses of up to 200 users, so it plays in a different market than our Editors' Choice for CRM Salesforce.com, which is best suited for larger organizations. It has a lot in common with our other CRM Editors' Choice, Zoho CRM, as it offers some customizations and integration with third-party tools.” Once you do a Pipeliner CRM login, you will be able to download a website application on your computer. The software platform is based on the cloud, where all the data is stored. However, you will have to access all the data using a local client. This helps you to have offline access, even when you do not have an internet connection with you. Hence, if you are looking for a low-priced option with the capability to visually represent data to you and your team, then Pipeliner CRM is the one you must choose. However, there are some security issues, which you must check by yourself while you are in the trial period. The Essential Pipeliner CRM Features You Need To Know The official website of Pipeliner claims - “Pipeliner was well aware that CRM was not assisting salespeople. As a result, they decided to approach CRM from the bottom up rather than the top down. To put it another way, Pipeliner designed an app that would empower salespeople while also making CRM completely worthwhile for them.” The following are the major features of Pipeliner CRM: Contact management and lead management. Visual reporting of data and essential information. Integration to third-party apps and software platforms. Ability to connect multiple payment systems. Top-grade sales forecasting. Ability to track commissions with the help of an automation feature. Unlimited storage space for files due to connection with the cloud. Pipeliner CRM – Major Pros And Cons Of The Software The following are the major pros and cons of Pipeliner CRM that might help you to decide whether you will implement the software in your business processes or not: Pros Of Pipeliner CRM Here are the major pros of Pipeliner CRM: The platform lets you work offline. Apart from letting you save your data, this software also allows you to work in emergency situations. You will be able to integrate social media platforms with this software system too. The visuals and graphics of this software system are really appealing. The pricing is low and quite simple. There are not many complicacies with the pricing system. You get a thirty-day trial before you decide whether to make a purchase or not. Cons Of Pipeliner CRM Here are the major cons of Pipeliner CRM: There are issues and lags related to security. The custom reports available through the software are limited, and hence the software is not a great option for growing businesses. The Android app seems outdated and needs to be updated regularly. Lack of advanced features on the applications. Read More: What Is LeadSquared? Features, Pricing, Pros, And Cons Summing Up One of the best things about Pipeliner CRM is that it has an attractive interface, which makes your customer relationship management processes more visual and appealing. Apart from that, the app is also priced quite reasonably, which can be helpful for small businesses or solopreneurs. However, there are some issues related to security, which can create problems for growing businesses. Hope this article was helpful for you in getting a better idea of whether the Pipeliner CRM software system is applicable to your business processes or not. What do you think of this software system? Share your reviews with us in the comments section below. Read Also: Pardot – Best Features, Pricing, Pros, And Cons: Let’s Discuss Fullerton India Review: Things To Know Before Taking A Loan! 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Freshworks – Best Features, Pricing, Pros, And Cons: Let’s Discuss