Freshsales
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
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
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
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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Flexible Calendaring and Events
- Automatic Address Book
- Insightly Notes, Evernotes and Comments
- Fast Search
- Custom Fields and Filters
- File Sharing to keep related records together and accessible
- Web to Contact forms
- Tags by keywords, contacts, projects
- Notification and Follow System
- Linking
- Mass Email Contacts with MailChimp Integration
- Create Milestones, Pipelines and Tasks for Projects
- Get Automatic Email Reminders
- Specify Roles for Contacts
- Track All Email Correspondence
- View Completed Tasks and Events by Project
- Include Any Files Associated with the Project
- View Task and Event Reports
- Easy file uploads
- Google Apps & Gmail
- Google Drive
- Evernote
- Other applications via the Insightly API
- Dashboard for quick lookups
- Tasks and Milestones
- Pipeline Activity Sets
- Opportunity Reports
- Easy to invite new users
- Set up teams
- Create user permissions
- Set up relationships, pipelines, and activity sets
- Add custom fields
- 128bit SSL security (military grade AES-256 encryption)
- Automatic backups
- Mobile site
- iOS app
- Android app
- Auto detection of email address, Twitter, and LinkedIn profiles
- Single click to see contact’s public online information
- REST-based Application Programming Interface (API)
- JSON and XML support
- Limited OData support
- HTTP Basic authentication to monitor calls to API
- Partnership with Logical Operations
- Simple, clear training course materials
- Unlimited customer support
Pricing Info
Insightly has a good selection of pricing tiers to cater just what your organization and system requires. A free 14-day trial is available so you can try all the advanced features in the Professional Plans. After the trial is over, you may choose to cancel, upgrade, or downgrade to a completely free plan.
Here are the details of Insightly’s available subscription plans:
Free Plan
- Up to 2 users
- 10 Mass Emails per day
- 2 Custom Fields per record type
- 2,500 Record Limit
- Self-Service support
- Lead and sales management
- Task and project management
- Mass email and custom email templates
- Custom reports and charts
- Accounting integrations
- OAuth Single Sign-On (SSO)
Plus Plan – $29/month per user billed annually or $35/month per user billed monthly
- 100,000 record limit
- 2,500 mass emails per day
- 50 custom fields per record type
- Email support
- MailChimp integrations
- Calendar and contact sync
- Scheduled reports and Smart alerts
- Custom branding
- Slack integration
- Email scheduling
- OAuth Single Sign-On (SSO)
- Lead and sales management
- Task and project management
- Mass email and custom email templates
- Custom reports and charts
- Accounting integrations
Professional Plan – $49/month per user billed annually or $59/month per user billed monthly
- 250,000 record limit
- 5,000 mass emails per day
- 100 custom fields per record type
- Priority email support
- Role-based permissions
- Lead assignment rules
- Workflow automation
- MailChimp integrations
- Calendar and contact sync
- Scheduled reports and Smart alerts
- Custom branding
- Slack integration
- Email scheduling
- OAuth Single Sign-On (SSO)
- Lead and sales management
- Task and project management
- Mass email and custom email templates
- Custom reports and charts
- Accounting integrations
Enterprise Plan – $99/month per user billed annually or $129/month per user billed monthly
- Unlimited records
- 10,000 mass emails per day
- 200 custom fields per record type
- Priority email support
- SAML-based Single Sign-ON (SSO)
- Role-based permissions
- Lead assignment rules
- Workflow automation
- MailChimp integrations
- Calendar and contact sync
- Scheduled reports and Smart alerts
- Custom branding
- Slack integration
- Email scheduling
- OAuth Single Sign-On (SSO)
- Lead and sales management
- Task and project management
- Mass email and custom email templates
- Custom reports and charts
- Accounting integrations
Integrations
Insightly integrates with the following business systems and applications:
- Google Apps
- Gmail
- Google Calendar
- Google Drive
- Evernote
- INinbox
- MailChimp
- Outlook 2013
- Quote Roller
- Torpio
- Zapier
- API access
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
InMotion, Moose Country Gear, Phillips Financial Planning, Reddit, ShuttleCloud
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
Insightly is a service that integrates customer relationship with project management in mobile and social platforms. Built for small businesses, Insightly offers enterprise-grade CRM features to help you get a complete overview of your business, track deliverables, and improve communication with your customers,
Company Email
email@insight.ly
Contact No.
Company's Address
434 Brannan Street, 2nd Floor
San Francisco, CA 94107
USA
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Every time you choose a service that you are sure will be an actual asset for your business you shouldn’t only pay attention to what reviewers have to say about it. In many cases individual experience with the product may be different, depending on your own goals and needs. This is why in our reviews we also provide our User Satisfaction Rating for every service to give you a reliable impression of how actual users of Freshsales and Insightly evaluate their contact with the app. Our system is built around detailed analysis of product mentions on other websites, social networks and blogs, so you are going to receive a comprehensive and credible landscape of what other people think about every app. In this case Freshsales got a total satisfaction rating at 95% while for Insightly 95% of people say they had an enjoyable experience with it.
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