Freshsales
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Loan Servicing
- Text and Email Marketing
- Document Signing
- Client Portal
- Contact and Deal Management
- Affiliate Management
Pricing Info
Pricing Info
Centrex Software offers a quote-based enterprise pricing package. Contact the vendor for more information.
Integrations
Integrations
Centrex Software integrates with the following platforms and systems:
- Actum Processing
- ACH Works
- Ytel
- Bluerock
- UCS
- Decision Logic
- Twilio
- Nason Consulting
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Centrex Software is an all-in-one business finance CRM that enables you to manage your finances, affiliates, and customer relationships.
Company Email
sales@centrexsoftware.com
Contact No.
Company's Address
Centrex Software
3090 Pullman St, Suite F, Costa Mesa, CA 92626
USA
Centrex Software Comparisons
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Contact and account management
- Lead management
- Marketing lists
- Basic segmentation
- Behavioral segmentation
- Custom filter views
- Activity timeline
- Follow-up tasks and appointments
- Upcoming task dashboard
- To-do lists
- Custom fields and modules
- Merge and clone records
- Auto-assignment rules
- Auto-enrichment for profiles
- Time-based workflows
- Product catalog
- Visual sales pipeline
- Multiple pipeline management
- Weighted pipeline
- Multiple currencies
- Sales goals
- Sales forecasting
- Sales and deal teams
- Two-way email sync
- Team Inbox
- Sales sequences
- Freddy AI Insights
- Smart Matches
- Answer bot
- Predictive contact scoring
- Lead generation bot
- Next Best Action insights
- Email subscriptions
- Email scheduling
- Email templates
- Email tracking and metrics
- Built-in phone and chat
- Inbound caller ID
- Custom greetings
- Call masking
- Team and external number routing
- Call queues
- Call recording and opt-out
- IVR trees
- Smart escalation
- Holiday and non-business hours routing
- Callback request
- Chat history
- Read receipts
- Canned responses
- Chat assignment rules
- Chat Auto-resolve Rules
- IntelliAssign for incoming chat queries
- FAQ articles
- Chat Auto-resolve Rules
- Smartforms for contact capture
- Website activity tracking
- Custom and curated reports
- Document creation
- Document templates
- Android and iOS mobile apps
- API Access
- Zapier integration
Pricing Info
Freshsales is available with three paid plans: Growth, Pro, and Enterprise.
Growth – $9/user/month
- Free for up to 3 users
- Activity Home Dashboard
- Basic custom fields
- Profile avatars for contacts and accounts
- Merge records
- Clone records
- Record tags
- Email template tags
- Up to 20 custom workflows
- Visual sales pipeline
- Rotten deals
- Weighted pipeline
- Contextual collaboration with Slack
- In-app notifications
- Email notifications
- Mobile push notifications
- Desktop notifications
- Unlimited file storage
- Recycle bin
- Conversations view, including awaiting response
- Two-way Email Sync
- Team Inbox
- Email forwarding
- Personalized bulk emails
- 5 sales sequences per user
- Email Subscriptions
- Bulk email metrics
- Email scheduling
- Email templates
- Email tracking
- Real-time email alerts
- Number porting
- Call masking
- Ringtone customization
- Forward to phone
- Hold music customization
- Basic wait queues
- Team routing
- External number routing
- Voicemails and voicemail drop
- Call recording
- Business hours
- Basic call queues
- Chat history beyond 30 days
- Read receipts
- Typing indicator
- Canned response
- Custom views for Team Inbox
- Default business hours for chat
- Chat assignment rules
- Conversation labels
- FAQ articles
- Unread email notifications
- Up to 10 Quick Access files
- Offline experience
- Private Notes
- SMS integration
- Facebook Messenger integration
- Predictive Contact Scoring
- Classic Forms
- US, EU, IN, ANZ Data Centers
- User hierarchy
- Curated reports
- Custom reports
- API Access (1000/account/hour)
- Zapier integration
- Google Apps integration
- Gmail add-on
- Google Calendar integration
- Office 365 calendar integration
- Google Contact sync
- Outlook contact sync
- Outlook add-in
- Freshdesk integration
- Marketplace integration
- Automatic call logging for mobile
- Check-in capabilities for meetings and appointments
- Send bulk emails from mobile app
- File uploads
Pro – $39/user/month billed annually or $47/user/month billed monthly
- All Growth features
- Offline events
- Custom sales activities
- Advanced CRM customization
- Up to 50 auto-assignment rules for contacts, accounts, and deals
- Up to 50 custom workflows
- Time-based workflows
- Product catalog
- Multiple sales pipelines
- Sales goals
- Multiple currencies for deals
- Up to 50 sales teams
- 10 sales sequences per user
- Warm transfer for calls
- Bring Your Own Carrier feature
- After Call Work
- Pause call recordings
- IVR/phone trees
- Advanced call queues
- Agent extensions
- Smart escalations
- Non-business hours routing
- SIP connections
- Real-time queue visibility
- Real-time agent activity
- Conference calling
- IntelliAssign capabilities for incoming chat queries
- Up to 25 Quick Access files
- Chat auto-resolve rules
- Chat campaigns
- WhatsApp integration
- Apple Business Chat Integration
- Smart Matches
- Lead Generation Bot
- Answer Bot
- Deal Insights
- Next Best Action insights
- Out-of-office detection
- Smartforms
- Up to 50 custom user roles
- Territory management
- API access (2000/account/hour)
- Offline access to records through mobile app
Enterprise – $69/user/month billed annually or $83/user/month billed monthly
- All Pro features
- Up to 10 custom modules for CRM
- Auto-profile enrichment
- Sales forecasting
- Up to 100 sales teams
- Deal teams
- Audit logs
- Up to 25 sales sequences per user
- Holiday calendar
- Holiday routing
- Call recording opt-out
- Call center agent statuses
- Queue callback (virtual hold)
- Up to 50 Quick Access files
- Commit to Deals insights
- Website activity tracking
- Web application event tracking
- Field-level permissions
- Advanced metrics
- Dedicated account manager
Freshsales’ Growth, Pro and Enterprise plans can also enhance their accounts with the following CPQ add-ons:
- Document creation
- Document types
- Document templates
- Document cloning
- Document sharing
- Document Activity Timeline
- Sync documents with deals
Integrations
Freshsales integrates with the following apps:
- Slack
- Zapier
- Google Apps
- Freshdesk
The platform also supports syncing of calendars and contacts from Google Calendar, Office 365, Google contacts, and Outlook contacts.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Dyson, Garda World, Flyrobe
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A sales solution that integrates CRM, marketing, and communication features to help sales agents nurture customer relationships and close more deals. AI-powered deal insights also empower agents in hitting performance goals and sales quotas.
Company Email
crm-support@freshworks.com
Contact No.
Company's Address
1250, Bayhill Drive Suite 315
San Bruno, CA 94066
USA
Freshsales Comparisons
Popular Freshsales Alternatives
Almost as essential as functionalities and client support quality are pricing options offered by Centrex Software and Freshsales. Even though pricing should not be the only element it’s without a doubt an important thing to consider. You should expect a flexible pricing plan that can be adjusted to your team size and easily scaled up when your team expands. Make sure you don’t pick packages that include additional features that you won’t use and always make an effort to contact with the vendor directly as big companies can frequently benefit from more affordable prices. You should also check out a free trial or demo of each service to spend at least some time using it. It’s a valuable experience that doesn’t need you to pay any money and provides you with a reliable overview of what it’s like to work with Centrex Software and Freshsales.
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