Freshworks – Best Features, Pricing, Pros, And Cons: Let’s Discuss
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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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? 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What Is Salesforce Sales Cloud? – Let’s Find Out In Details
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Maximizing Lead Conversion: Best Lead Management Software To Generate More Sales
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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. 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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.
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Apptivo CRM Review: The Most Versatile All-In-One CRM Tool
Apptivo is cloud-based software consisting of a series of apps designed to help businesses thrive, including a customer relationship management (CRM) platform. This is a solid choice for small- to medium-sized organizations wanting to expand because to its user-friendly design and scalable capabilities. It also has enough complex features to entice bigger corporations. In this Apptivo review, I will assess how this CRM stacks up against some of the top CRM solutions available. Apptivo CRM Key Features Some of the main Apptivo features are: 1. Contact Management CRM is also known by the name "contact management." With the help of Apptivo, you can maintain your contacts and add new ones by capturing leads from emails or website forms. A customer-facing app may be customized in a number of ways to arrange your contact list based on your chosen information. Additionally, you receive contact conversion when they are prepared to become leads or customers who pay and redundancy rules to clean up your data. 2. Campaign Management Apptivo is fantastic for advertising efforts and makes it simple for you to quickly generate stunning advertisements. Campaigns may be built using templates and themes that provide great visuals. Additionally, target lists assist you in determining the ideal demographic for marketing. 3. Email Marketing Campaign management includes email marketing. Once your campaigns have been created using Apptivo email templates. You may set up the auto-scheduling feature to send them out at the appropriate time. Campaign trackers are also available to view statistics on click-through rates, email open rates, bounces, along with various other metrics. This is a fantastic tool to utilize in conjunction with the bulk emailing capability to ensure that you don't go over your allotted limitations is the email quota tracker. 4. Project Management Individual task management kicks off a project, which may then be aggregated and categorized by the project or task assignee. You receive task-specific timesheet tracking, which also helps with invoice conversions. While most projects are shown as Gantt charts, certain project templates additionally include rapid automation actions that may be customized. The tools for project billing and reporting are the last two. 5. Lead management Before they are opportunities, leads are contacts. This indicates that these leads have not yet fully started the sales process. A smart workflow planner will ensure that you communicate with leads at the appropriate times. Lead scoring by Apptivo provides information on the likelihood that a lead will become a transaction and enter the sales funnel. You may even create as many personalized fields as you like to keep organized. 6. Opportunities & Deals To effectively remain on top of every single deal in the process, Apptivo enables you to integrate deal management with opportunity management. Directly from emails, you may gather information and develop new prospects. Sales force automation that follows leads along the sales funnel and automatically initiates actions like follow-ups helps simplify opportunities. Opportunities are frequently displayed in Kanban dashboard views, and along with that, pipeline reports are provided. 7. Invoicing Several applications on Apptivo are classified as invoicing apps. These comprise ledgers, credit notes, estimation calculators, expenditure reports, tools for managing licenses and insurance, sales receipts, property management, and more. One of Apptivo's key selling factors is this feature set. 8. Supply Chains & Shipment Management Apptivo's distribution management offers reliable supply chain solutions. Direct customer-distributor connections are possible. 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Every time a new question is submitted, immediate alerts may be set up. 12. API Integrations A vast collection of Apptivo login integrations is available for browsing. These may be broken into subcategories and sorted for API/Webhook usage, or they can stay in broad categories such as billing or productivity. According to investigated sources, the most well-known and significant connections are G Suite and Office 365, which both include Outlook. 13. Mobile apps The Google Play and Apple App Store provide specialized mobile Apptivo applications for iPhones and iPads. You may manage contacts, financial matters, assignments, initiatives, and even customer service via mobile applications, all from a straightforward yet intuitive user interface. Work orders, projections, timesheets, and expenditure reports are all included. The mobile applications sync data automatically and in real-time. Apptivo CRM Pricing Regarding Apptivo pricing plans, this CRM currently has three different subscription plans to choose from. They are as follows: 1. Apptivo Free This is the free, basic plan of Apptivo. The only use this plan will provide you with is its access to lead and contact management features. 2. Apptivo Lite Price: $10 (per month) / $96 (annual) Along with the Apptivo basic plan, this plan provides you with two other features: Opportunity Management Custom Dashboards 3. Apptivo Premium Price: $15 (per month) / $144 (annual) Along with all the features of Apptivo Lite, this plan gives you access to the Mass emailing feature. Apptivo CRM Customer Service Apptivo provides live chat, email, and 24/7 customer service on all paid plans in addition to a comprehensive knowledge library. On weekdays, it furthermore provides live phone help. I used the live chat feature of Apptivo and posed a few straightforward inquiries on the user interface to gauge the customer service team's responsiveness. I received prompt responses from a helpful and competent support representative, who provided clear responses and pointed us toward additional assets on the information hub. Apptivo CRM Alternatives Value-wise, Apptivo's premium plans are difficult to match. Insightly, a rival has excellent project management capabilities and a wide variety of third-party connectors, but it is expensive and has fewer CRM functions on the base subscription. Having said that, Apptivo is renowned for its great reporting and offers better opportunity and pipeline management. This makes it ideal for bigger pipelines, where insights from sophisticated analytics might be useful. Zoho CRM is another strong rival that may compete with Apptivo in terms of customization. However, it costs more than Apptivo and has fewer project management options than both Insightly and Apptivo. The beginning plan of Zoho distinguishes it from Apptivo. While Zoho includes deal management, reporting, workflow management, and more, Apptivo's free solution is restricted to lead and contact management. Final Verdict: Should Your Business Use Apptivo CRM? Ultimately, Apptivo is a formidable competitor in the SMB and enterprise CRM markets. Bulk emailing, workflow automation, numerous sales funnels, and customized dashboards are just a few of the powerful features it offers for a wide range of affordable prices when compared to its rivals. While starting out may be difficult owing to the variety of customization choices, it also delivers an excellent user experience through an easy and flexible interface. The platform is scalable and configurable for larger enterprises thanks to Apptivo's distinctive app structure, which lets you create a CRM that precisely meets your company's requirements. An Apptivo app may be used to provide project management tools, billing facilities, and marketing capabilities. Despite the fact that it would be wonderful to see Apptivo provide additional third-party connectors, it appears that the firm is quite proactive about upgrades, so they are probably in the works. Finally, when contrasted with many of its rivals, Apptivo provides some of the greatest customer care we've come across, including a live chat feature that lets you communicate with a support agent around the clock. For each of these factors, I suggest Apptivo as a flexible all-in-one CRM system that will expand your company and encourage teamwork to close transactions more successfully. 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