
FreshSales
Drive sales w/ FreshSales. CRM software with AI-based lead scoring, phone, email, and activity tracking.
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Top 3 Features
CRM software for sales teams, with lead and contact management.
Sales pipeline tracking, email tracking, and activity capture.
Customizable workflows, reporting, and integrations with popular platforms.


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Software Description
The software description may have been generated by L2Business during the initial deployment of our directory and may not reflect the provider’s input. L2Business is transitioning to provider-written descriptions; however, we make no representations or warranties regarding the accuracy, completeness, or reliability of this description.
Introduction
FreshSales is a powerful customer relationship management (CRM) platform designed to help businesses streamline their sales processes, manage leads, and build lasting customer relationships. With its extensive range of features, including contact management, lead scoring, email tracking, and sales analytics, FreshSales enables businesses to optimize their sales efforts and drive growth. In this review, we will explore the key features and benefits of FreshSales and how it can help businesses enhance their sales performance.
Contact and Lead Management
Contact Management
FreshSales offers comprehensive contact management features that allow businesses to efficiently organize and manage their customer and prospect data. Users can create and maintain detailed contact profiles, track interactions, and access a timeline view of each contact's history. This centralized database ensures that all team members have access to the same information, facilitating better collaboration and customer service.
Lead Scoring and Tracking
With FreshSales' lead scoring feature, businesses can automatically rank leads based on their likelihood to convert. This helps sales teams prioritize their efforts and focus on high-quality leads. Additionally, FreshSales provides lead tracking capabilities that enable users to monitor the progress of leads through the sales funnel, helping businesses identify potential bottlenecks and improve their sales processes.
Sales Productivity and Automation
Email Tracking and Templates
FreshSales allows users to track email opens, clicks, and replies directly within the platform, providing insights into the effectiveness of their email communication. Additionally, users can create and save email templates to streamline their outreach efforts and maintain consistent messaging across the team.
Task and Appointment Management
With FreshSales, businesses can efficiently manage tasks, appointments, and follow-ups. Users can create tasks, set reminders, and associate tasks with specific contacts or deals. This ensures that no important tasks fall through the cracks and sales teams stay organized and productive.
Sales Analytics and Reporting
Sales Performance Reports
FreshSales offers a variety of sales performance reports that provide insights into sales team activities, deal progress, and overall sales performance. These reports help businesses identify trends, monitor key metrics, and make data-driven decisions to improve their sales strategies.
Forecasting and Goal Tracking
With FreshSales, businesses can set sales targets, track progress towards goals, and generate sales forecasts. This helps sales teams stay focused on their objectives and enables businesses to make informed decisions about resource allocation and future planning.
Conclusion
FreshSales is an intuitive and feature-rich CRM platform that helps businesses streamline their sales processes, manage leads, and build strong customer relationships. With its comprehensive set of features, including contact management, lead scoring, email tracking, and sales analytics, FreshSales is an excellent choice for businesses looking to optimize their sales efforts and drive growth.
Product Video
Product Screenshots
Active Pricing Plans
Free
Perfect for sales teams to start organizing data and engaging with leads with built-in chat, email, and phone.
Includes:
Kanban View for Contacts, Accounts, and Deals
Contact Lifecycle Stages
Built-in Chat, Email, & Phone
Email Templates
Custom Fields
Sales Dashboard
Mobile App
24x5 Support
Available for free up to 3 users.
$0
Growth
Tailored for startups and SMBs seeking efficient pipeline management and engagement across channels.
Includes everything in Free, plus
Web Forms
SMS & WhatsApp
Basic Workflows
Contextual Collaboration with Slack
Product Catalog
Curated Reports
Freshworks Marketplace
1 CPQ license
$11/month per user
Pro
Ideal for growing & mid-sized businesses requiring advanced capabilities and AI assistance.
Includes everything in Growth, plus
Contact Scoring by Freddy AI
Custom Sales Activities
Auto-assignment Rules
Sales Sequences
Account Hierarchy
Multiple Sales Pipelines
Sales Emails by Freddy AI
Deal Insights by Freddy AI
Advanced Workflows
Custom Reports
Billed per user, per month.
$47/month per user
Enterprise
Designed for mid to large-sized businesses needing advanced customization and governance capabilities.
Includes everything in Pro, plus
Field-level Permissions
Custom Modules
Forecasting Insights by Freddy AI
Workflows for Custom Modules
Sandbox
Audit Logs
Dedicated Account Manager
Billed per user, per month.
$71/month per user
Main Features
Contact Management
Lead Management
Deal Management
Email Tracking
Sales Pipeline Management
Sales Forecasting
Activity Tracking
Territory Management
Mobile App
Integrations With Other Software
Reporting & Analytics
Reporting & Analytics
Contact Management
Provider Feature Description
The Contact management feature in FreshSales software helps users efficiently organize and manage their contacts. It allows users to store and track all relevant information about their contacts in a centralized database. Users can easily create, update, and search for contacts, as well as view a comprehensive history of interactions and engagements with each contact. The feature also enables users to segment contacts based on specific criteria, helping them target and personalize their communication effectively.
Lead Management
Provider Feature Description
The lead management feature in FreshSales allows users to effectively track and manage their leads throughout the sales process. This feature enables users to capture leads from various sources, such as websites or email campaigns, and organize them into a centralized database. Users can then prioritize and qualify leads based on specific criteria, assign them to team members, and track their progress through various stages. Additionally, the lead management feature provides insightful analytics and reports to help optimize lead generation and conversion.
Deal Management
Provider Feature Description
The deal management feature in FreshSales simplifies the process of managing and tracking sales deals. With FreshSales, users can easily create and organize deals, assign them to team members, and set important milestones and deadlines. This feature also allows users to track the progress of each deal, monitor deal activities and communication, and generate reports to gain insights into their sales pipeline and performance. Overall, FreshSales' deal management feature helps streamline the sales process and improve efficiency in managing and closing deals.
Email Tracking
Provider Feature Description
The email tracking feature in FreshSales software allows users to monitor the status of their emails. It notifies users when an email is opened or a link within the email is clicked, providing valuable insights into recipient engagement. With this feature, users can track the effectiveness of their email campaigns, prioritize follow-ups, and gauge client interest based on email interactions.
Sales Pipeline Management
Provider Feature Description
The sales pipeline management feature in FreshSales software helps users track and manage their sales process from start to finish. It enables users to visually map out their sales pipeline, add leads and deals, and move them through different stages such as prospecting, qualification, negotiation, and closure. This feature allows users to track the progress of deals, set reminders and notifications for follow-ups, and forecast sales based on the current pipeline. It is a valuable tool for sales teams to stay organized and manage their opportunities effectively.
Sales Forecasting
Provider Feature Description
The sales forecasting feature in FreshSales provides users with valuable insights into future revenue potential. It utilizes data analysis and predictive algorithms to forecast sales figures based on historical data, deal progress, and pipeline activities. This feature helps businesses make informed decisions about resource allocation, goal setting, and budgeting by providing accurate predictions on sales performance.
Activity Tracking
Provider Feature Description
The activity tracking feature in FreshSales allows users to keep track of all client interactions and engagements in one place. It automatically records and logs all activities such as phone calls, meetings, emails, and website visits. This feature provides valuable insights into the history and progress of each client relationship, allowing users to better understand their clients and make informed decisions. It also helps in tracking and analyzing sales team performance and customer communication.
Territory Management
Provider Feature Description
The territory management feature in FreshSales simplifies the process of assigning and managing territories for sales teams. It allows users to define geographic or account-based territories and assign them to specific sales reps. This feature helps optimize sales efforts by ensuring that leads, accounts, and opportunities are appropriately assigned and distributed among team members based on predefined criteria. It also provides visibility into the performance of different territories, enabling sales managers to make data-driven decisions to drive revenue growth.
Mobile App
Provider Feature Description
The mobile app feature in FreshSales enables users to access their CRM data and tools on the go. With the app, users can view and update contact information, manage leads and deals, track customer interactions, and access sales analytics, all from their mobile devices. The mobile app ensures that users can stay connected and efficiently handle their sales tasks, even when they are not at their desk.
Integrations With Other Software
Provider Feature Description
The integrations feature in FreshSales allows seamless connectivity with various other software and tools. With this feature, users can integrate FreshSales with popular applications such as Gmail, Outlook, and Google Calendar, ensuring smooth synchronization of contacts, emails, and meeting schedules. It also enables integration with other essential tools like Slack, Mailchimp, and Zapier, allowing users to streamline their customer relationship management and automation processes. Overall, this feature offers enhanced productivity and efficiency by ensuring all relevant data is synchronized across different software platforms.
Reporting & Analytics
Provider Feature Description
The reporting and analytics feature in FreshSales provides users with valuable insights into their sales performance. It enables users to generate a wide range of reports and analyze key metrics such as deal velocity, win rate, and sales revenue. Additionally, the feature allows users to track team performance, customer segmentation, and pipeline forecasting. With these reports and analytics, users can make data-driven decisions and identify areas for improvement in their sales processes.
Reporting & Analytics
Provider Feature Description
The reporting and analytics feature in FreshSales provides users with valuable insights into their sales performance. It enables users to generate a wide range of reports and analyze key metrics such as deal velocity, win rate, and sales revenue. Additionally, the feature allows users to track team performance, customer segmentation, and pipeline forecasting. With these reports and analytics, users can make data-driven decisions and identify areas for improvement in their sales processes.
How These Features Solve Your Problems
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Customer Ratings
Usability
Usability assesses how user-friendly and intuitive the software is. It includes factors like ease of navigation, interface design, and overall user experience. A high rating in this category indicates that users find the software easy to learn and use.
Functionality
and Features
Functionality and Features evaluates the effectiveness of the software's features and its ability to perform its intended functions. It considers the richness of features, their relevance to the users' needs, and how well they integrate to provide a solution.
Performance
and Reliability
Performance and Reliability focuses on the software's speed, responsiveness, and stability. High ratings here would mean the software operates smoothly, with minimal bugs or crashes, and delivers consistent performance.
Customer Support
and Service
Customer Support and Service rates the quality of the customer support provided by the software company. It includes aspects like the responsiveness of customer service, the availability of resources (like tutorials and FAQs), and the overall satisfaction with the support received.
Value for Money
Value for Money assesses whether the software provides good value for its cost. It considers the software's pricing in relation to its features, performance, and the benefits it offers to the user. A high rating here indicates that users feel the software is priced fairly for the value it provides.
Customer Reviews
Software Security Features
Software Integrations
Seamless Connections: Unleash the Power of Integrations
Do you love your current software, but wish it could talk to the others in your tech stack? We hear you! That's where integrations come in.
Here, you can find a comprehensive list of software that integrates with this software, allowing you to:
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Streamline workflows: Effortlessly transfer data between applications, eliminating manual entry and errors.
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Boost productivity: Automate tasks and save valuable time by letting your software work together.
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Gain deeper insights: Combine data from different sources for a unified view of your operations and customers.
Find Your Perfect Match:
Simply browse the software listings below. Each listing will indicate if it integrates with our solution, making it easy to build a powerful, connected ecosystem for your business needs.
Not listed here? No problem! We're constantly expanding our integration network. Feel free to reach out to us to discuss potential integrations with your favorite software.
Customer Support & Implementation
Software Deployment
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Deployment options:
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On-premises: This means that the software is installed on the customer's own hardware and software. This option can be more secure and give the customer more control over the software, but it can also be more expensive and time-consuming to maintain.
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Cloud-based: This means that the software is hosted on a third-party server. This option can be more scalable and cost-effective than on-premises deployment, but it can also be less secure and give the customer less control over the software.
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SaaS (Software as a Service): This is a type of cloud-based deployment where the customer accesses the software over the internet. SaaS is a good option for businesses that need a quick and easy way to deploy software, but it can also be more expensive than other deployment options.
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Web-based: This means that the software is accessed through a web browser. Web-based software is typically easy to use and deploy, but it may not have the same features as other types of software.
Device Compatibility
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Device Compatability:
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Desktop: This means that the software is compatible with desktop computers running Windows, macOS, or Linux.
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Mobile: This means that the software is compatible with mobile devices running iOS or Android.
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Tablet: This means that the software is compatible with tablet devices running iOS or Android.
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Web: This means that the software can be accessed through a web browser.
Customer Support Options
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Self-service support
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Knowledge Base: A comprehensive collection of articles, FAQs, and troubleshooting guides that customers can access to resolve issues on their own.
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Online Forums: A platform for customers to discuss issues, share solutions, and connect with other users.
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Tutorials and Videos: Step-by-step guides and visual demonstrations that help customers learn how to use the software.
Reactive support
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Email Support: Customers can send email inquiries to the support team, who will typically respond within 24 hours.
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Phone Support: Customers can call a toll-free number to speak directly with a support representative.
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Live Chat: Customers can chat with a support representative in real time through a web-based chat interface.
Proactive support
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In-app Help: Contextual help and support options embedded directly within the software application.
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Predictive Support: AI-powered systems that anticipate potential issues and proactively offer solutions to customers.
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Account Management: Dedicated support representatives assigned to specific customers to provide personalized assistance.
Escalated support
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Ticket Escalation: For complex or unresolved issues, customer support tickets can be escalated to higher levels of expertise.
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On-site Support: For critical issues, technical support personnel can be dispatched to the customer's location to provide in-person assistance.
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SLAs (Service Level Agreements): Customers can pay for premium support services with guaranteed response times and resolution times.
Manuals & Resources
Awards & Achievements
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Testimonials & Case Studies
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Blog Integration
The provider has not yet listed their blog for integration with the L2Business Platform.