Attach

Attach

Cirrus Insight
Freshsales

Freshsales

Freshworks
+
+

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About

Know what happens to your sales collateral after you hit send. Manage collateral usage, track how prospects engage with it and understand which collateral helps close deals. Know who opens your documents, what pages they read and who they forward it to so you can gauge their interest. Be smarter with your time, focus on prospects in your pipeline who engage with your content and nudge the ones who don’t. Know when to reach out and what to talk about, so you can take the right action and keep your deals moving forward. Send the wrong file? Don’t worry, make changes or swap it with another one even after you’ve hit send. Password protection, set an expiry date or revoke access to make sure your documents don’t fall into the wrong hands. Attach helps you understand how your customers interact with your content so you know how to time and tailor your follow-up for maximum impact. Align your sales & marketing department with a library of approved content.

About

Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales teams seeking a solution to manage collateral usage and track how prospects engage

Audience

Companies of all sizes: Technology, Professional Service Providers, Education, Real Estate, Hospitality, Health Care, E-Commerce, Retail, Consumer Electronics, Telecom, Finance & Accounting, Insurance

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$10 per month
Free Version
Free Trial

Pricing

$9 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.3 / 5
ease 4.5 / 5
features 4.4 / 5
design 4.4 / 5
support 4.4 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Cirrus Insight
Founded: 2011
United States
attach.io

Company Information

Freshworks
Founded: 2011
United States
www.freshworks.com/crm/

Alternatives

Alternatives

C2CRM

C2CRM

Clear C2
HubSpot CRM

HubSpot CRM

HubSpot
monday sales CRM

monday sales CRM

monday.com

Categories

Categories

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Email Tracking Features

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Inside Sales Features

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Engagement Features

Call Scripts / Call Steps
CRM Integration
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Integrations

Wufoo
Zapier
Autymate
Cognito Forms
Contractbook
Integrately
Konnectify
LeadsBridge
Livestorm
Magento
Membrane
Microsoft Outlook
Peaka
ReturnPro
Sales Robots
Scispot
Success4
Voiceowl
Xoxoday

Integrations

Wufoo
Zapier
Autymate
Cognito Forms
Contractbook
Integrately
Konnectify
LeadsBridge
Livestorm
Magento
Membrane
Microsoft Outlook
Peaka
ReturnPro
Sales Robots
Scispot
Success4
Voiceowl
Xoxoday
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