Freshsales

Freshsales

Freshworks
+
+

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About

CallShaper is a call center software and Predictive dialer designed to help reduce costs and increase ROI for Call Centers. CallShaper partners with businesses to maximize contacts, track the performance of agents, manage leads, and sales processes. The drag-and-drop interactive voice response (IVR) editor allows managers to transfer calls to third-party stakeholders and other recipients based on agents' availability, time, or type. CallShaper lets call centers analyze databases to determine landline or wireless leads, Do Not Call list numbers, and call abandonment rates whilst helping customers to maintain compliance with Telephone Consumer Protection Act (TCPA) regulations. Supervisors can import leads by uploading files in bulk and agents can utilize call scripts to communicate and resolve clients' queries. Using predictive and preview dialers, marketing agents can automate call handling processes and review lead information before client interactions.

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

Call Centers, Telephone Answering Services, Sales, Customer Service, Inbound and outbound call centers

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

$75 per month
Pricing is based on per concurrent user per month plus telco costs. CallShaper also includes all modules, support, training, updates and new versions. There are never any add on costs with CallShaper!
Free Version
Free Trial

Pricing

$9 per user per month
Growth - $9 per user per month
Pro - $39 per user per month
Enterprise - $59 per user per month

All prices are billed annually
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.7 / 5
design 4.7 / 5
support 5.0 / 5

Reviews/Ratings

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

Pros & Cons from Real Users

Pros

  • Performance and compliance pieces that are built in. Comprehensive dashboards and reporting capabilities.
  • We use CallShaper for work and it's very easy to navigate not only for us but for our agents that make phone calls. I really like the fact that there is a help center and you can email, chat, and even call them! They always have the answers to all your questions!
  • The scripting, IVR, and webhook features are all very robust and I have been completely satisfied. The reporting is great for recurring exports. Their customer service is fast to respond and have never failed to help fix an issue including even working on software updates.

Cons

  • More "for hire" support to assist with script overhauls, IVRs, enhancements, etc would be very helpful. On the supervisor chat I would like to see an icon pop up or alert sound when someone sends a message to the supervisor. More tools for training would also be helpful.
  • So far, I like everything about it the platform. Hasn't seen something that I didn't like.
  • Cannot create reports based on custom data fields for past calls that are not part of a recurring export.

Pros & Cons from Real Users

Pros

  • Freshsales is easy to set up and onboarding was seamless. Its AI chatbot also helps to bring leads. It can be integrated into different email marketing programs. You can communicate with potential leads directly using email and chat. Easy to visualize sales pipeline.
  • Freshsales is a helpful tool to increment sales and have a direct tool to track communication with current clients, as well as attracting more clients through many strategies that the software studies and analyzes with its amazing technology. I am able to analyze all prospects and interact with them in different ways, through the website, through social media, and find out quick information about the client, knowing how they interact with our website, what do they find more interesting and what were they confused about when visiting our site, if this is a potential lead and more interesting things that this software allows me to analyze through their backed-up technology. It is very easy to track visitors and understand the context in which each individual is visiting, and based on that, proceed with the right strategy to turn the lead into an actual client. The process of converting prospects into actual active clients of our business is hugely shortened thanks to the automation that Freshsales provides, the sales sequences are automatically made easier by providing a great timeline of all the stages of the sale process, and having the ability to sort out the contacts based on the quality of them based on interactions to ensure that we finish a sale in a successful manner. It also allows us to organize contact information in order to facilitate the communication between different channels, and it enables multi-channel communication once the information has been submitted, making this part of the sales funnel more automated and great to work with as it becomes more agile. Its artificial intelligence system is like no other, allowing us to have a sort of virtual assistance that is always there to support us throughout all the process, giving us suggestions and studying data when we do not have time to, it analyzes everything in-depth and helps us make the right choice, and choose whether a the sales process of a potential customer will be successful based on data from the past, giving us a potential answer to the final result of the process, and it has been very insightful at providing us with thoughtful answers that we highly appreciate in order to make a final decision on how to proceed or improve our strategies. It not only has helped us in that aspect, but it constantly does many of the tasks that we considered were manual, but now the assistance of the AI does things like maintaining accurate data and maintaining data up to date, deleting duplicates or wrong information and it updates us constantly about our contacts, providing us helpful insight on when are the right times to communicate with each contact based on its detections.
  • The Freshsales platform makes my job very easy. It allows me to connect with leads and attract potential clients. Its user interface is very refreshing and easy to understand. Its automation and analytics features I liked the best. It gives every aspect of data to analyze performance.
  • The UI is very well designed. Works well for basic and important stuff, like creating leads, converting to companies/contacts, adding deals, tracking deal progress. Webforms work well. Pages are very flexible and easy to customize.
  • I like this app, everything is clear in it, user-friendly interface and responsive support. I highly recommend it.

Cons

  • I had a very smooth experience with this product. No cons.
  • I have had a difficult time every time I need to reach out to support about the function of tools or a bug happening that will affect my work, I have contacted support a couple of times through their support chat but it does take a long time for a person to actually reach out to you to take your case and solve it, the customer support lacks persistence and organization when it comes to solving customers’ doubts quickly or even in a moderate amount of time, and I feel like even though there is an attempt, they still have not solved this issue fully. I also find the software to be quite pricey, it certainly is a lot compared to other alternatives that we considered when looking for a CRM software, I feel like this is not a very accessible software to many businesses.
  • The contact import process is not seamless. Take some extra time to import.
  • The company seems to focus on all these fancy things like mobile apps, bots, chat, etc without doing the easy stuff. Like there is no good integration with a 3rd party IP phone service. You have to use Freshcaller - which is terrible. There is no easy way to merge companies or leads. You have to click an multiple tabs and filters to get a decent task list. And the integration with its own product Freshdesk is poor. You would think that you would be able to share records btw Freshsales and Freshdesk - but you cannot. They also have two versions of Freshsales - classic version and Freshsales CRM, We were left behind on Freshdesk Classic and no body told us.
  • I don't see any disadvantages, because for such a price both support and the application itself with a user-friendly interface.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CallShaper
Founded: 2012
United States
www.callshaper.com

Company Information

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

Alternatives

Alternatives

C2CRM

C2CRM

Clear C2
HubSpot CRM

HubSpot CRM

HubSpot
monday CRM

monday CRM

monday.com
T-Max Predictive Dialer

T-Max Predictive Dialer

T-Max Dialer & Communications

Categories

Categories

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

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

Auto Dialer Features

Call Center Management
Call Recording
Call Reporting
Call Scripting
Lead Management
Power Dialer
Predictive Dialer
Preview Dialer
Progressive Dialer
Surveys

Call Center Features

Blended Call Center
Call Logging
Call Recording
Call Scripting
Campaign Management
Database
Escalation Management
Inbound Call Center
IVR / Voice Recognition
Manual Dialer
Outbound Call Center
Predictive Dialer
Progressive Dialer
Queue Management
Real-time Chat
Reporting/Analytics

Call Recording Features

Archiving
Call Sharing
Distributed Call Recording
Event Triggered Recording
File Transfer
Instant Retrieval
On-Demand Recording
Recording Bookmarking
Scheduled Recording
Screen Activity Recording
Video Call Recording

Call Tracking Features

Call Log
Call Recording
Call Routing
Caller Identification
Campaign Management
Conversion Tracking
CRM
IVR / Voice Recognition
Keyword Tracking

Customer Advocacy Features

Advocate Management
Campaign Management
Communication Management
Community Management
Gamification
Referral Tracking
Reporting/Analytics
Rewards Program
Social Engagement

Customer Success Features

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Predictive Dialer Features

Call Monitoring
Call Recording
Call Results
Call Transfer
Callback Scheduling
Campaign Specific Caller ID
Contact Management
FCC Compliance
FTC Compliance
Lead Capture
Lead Management

Telemarketing Features

Auto Dialer
Call Logging
Call Recording
Call Routing
Call Scripting
CRM
Inbound Call Center
IVR / Voice Recognition
Lead Distribution
Outbound Call Center

Telephony Features

Auto-Dialer
Call Center Management
Call Monitoring
Contact Management
Inbound Reporting
IVR / Voice Recognition
Outbound Reporting
Predictive Dialer
Telemarketing Management
Voice & Data Integration
VoIP

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

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

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

Email Tracking Features

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

Financial CRM Features

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

Zapier
Acefone
Churn360
Fireflies.ai
Freshchat
Gigasheet
Integrately
Leverly
Martini
Microsoft 365
Paperflite
Raklet
Reptrics
Robly
RoloCRM
Voiceowl
Workato
Wrike
Wufoo
zipForm Plus

Integrations

Zapier
Acefone
Churn360
Fireflies.ai
Freshchat
Gigasheet
Integrately
Leverly
Martini
Microsoft 365
Paperflite
Raklet
Reptrics
Robly
RoloCRM
Voiceowl
Workato
Wrike
Wufoo
zipForm Plus
Claim CallShaper and update features and information
Claim CallShaper and update features and information
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Claim Freshsales and update features and information