Freshsales

Freshsales

Freshworks
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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.

About

QuotaPath automates the commission process, building accountability and ownership for revenue teams as they manage and track variable pay. Teams that use QuotaPath gain visibility into commissions and forecasted earnings and see an increase in revenue and quota attainment, as a result. Sync your deal data and immediately feed accurate earnings calculations in the tool. QuotaPath is the only commission tracking software built for all of Sales, Finance, and RevOps. We’re automating commissions and increasing understanding of complex comp plans to fuel a more efficient and accurate sales process for teams. With CRM and invoicing data syncs and personalized dashboards, reps and leaders gain a deeper understanding of their earnings and more efficient end-of-month process. Forecasting makes it easy to see potential earnings from pipeline deals so reps know where to focus efforts.

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

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

Audience

RevOps, sales leaders and finance teams looking for a software solution to track and manage their sales commissions

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

$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

Pricing

$15 per user per month
Sales compensation should be transparent and so should pricing. That’s why we’re the only sales compensation management system with pricing listed on our website and no minimum contract value. For smaller teams, our Essential package starts at $180 per seat for the year and includes custom plan building and payouts. For $480 per seat per year, QuotaPath Growth unlocks ASC-606 compliant accounting of commissions, leadership attainment boards, in-app collaboration for commission discrepancies and compensation plan sign-offs. With QuotaPath Premium, starting at $840 per seat per year, multi-source payouts eligibility and Okta SSO becomes available.
Free Version
Free Trial

Reviews/Ratings

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

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

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

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

Company Information

QuotaPath
Founded: 2018
United States
www.quotapath.com/

Alternatives

Alternatives

C2CRM

C2CRM

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Commissionly Tracker

Commissionly Tracker

Commissionly
HubSpot CRM

HubSpot CRM

HubSpot
monday CRM

monday CRM

monday.com

Categories

Categories

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

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

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 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

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 Tracking Features

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Commission Features

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

Compensation Management Features

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Performance Management Features

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Integrations

AccessOwl
HubSpot CRM
HubSpot Customer Platform
QuickBooks Online
Aleph
BI Book
Calendly
Constant Contact
Cool Tabs
CustomerLabs 1PD Ops Platform
Easyflow
Flatly
Fleece AI
HostBill
Konnectify
Mailshake
Peaka
Robly
Stripe
Zapier

Integrations

AccessOwl
HubSpot CRM
HubSpot Customer Platform
QuickBooks Online
Aleph
BI Book
Calendly
Constant Contact
Cool Tabs
CustomerLabs 1PD Ops Platform
Easyflow
Flatly
Fleece AI
HostBill
Konnectify
Mailshake
Peaka
Robly
Stripe
Zapier
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