Freshsales

Freshsales

Freshworks
+
+

Related Products

  • Pipedrive
    7,906 Ratings
    Visit Website
  • Shape Software
    126 Ratings
    Visit Website
  • InfoFlo
    188 Ratings
    Visit Website
  • HubSpot CRM
    23,380 Ratings
    Visit Website
  • Act!
    40 Ratings
    Visit Website
  •  monday sales CRM
    1,353 Ratings
    Visit Website
  • monday.com
    22,328 Ratings
    Visit Website
  • Sage Intacct
    7,014 Ratings
    Visit Website
  • HR Partner
    146 Ratings
    Visit Website
  • FileInvite
    113 Ratings
    Visit Website

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Any business that is need of finance technology to build and/or maintain their finance business and/or products.

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

No information available.
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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.3 / 5
ease 4.5 / 5
features 4.4 / 5
design 4.4 / 5
support 4.4 / 5
Read all reviews

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Centrex Software
Founded: 2015
United States
www.centrexsoftware.com

Company Information

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

Alternatives

Alternatives

Unify CRM

Unify CRM

Unify
HubSpot CRM

HubSpot CRM

HubSpot
Wealthbox

Wealthbox

Starburst Labs
SalesNOW

SalesNOW

Interchange Solutions
Sticky Advisor

Sticky Advisor

stickypages
CoreTrac

CoreTrac

Ignitech

Categories

Categories

Financial CRM Features

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

Financial CRM Features

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

Email Tracking Features

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

Gmail
Microsoft 365
3CX
Acefone
AppointmentCore
Boss Insights
BotStar
DataChannel
Email Signature Rescue
Konnectify
Leverly
MSB Docs
ReachEngine
StoryXpress
Success4
SyncSpider
Truto
Whale
ZIWO

Integrations

Gmail
Microsoft 365
3CX
Acefone
AppointmentCore
Boss Insights
BotStar
DataChannel
Email Signature Rescue
Konnectify
Leverly
MSB Docs
ReachEngine
StoryXpress
Success4
SyncSpider
Truto
Whale
ZIWO
Claim Centrex Software and update features and information
Claim Centrex Software and update features and information
Claim Freshsales and update features and information
Claim Freshsales and update features and information