By Matt D'Angelo, business.com Writer | Updated Jun 20, 2019
With a comprehensive dashboard that combines all the important information and metrics, Freshsales is a good, modern CRM. It's one of the few CRMs we reviewed that has more than three pricing tiers to choose from. It packs different features into each plan so you can choose the one that works best for your business. The pricing is reasonable, ranging from $12 per user per month to $79. Freshsales also provides an account manager to help you with training at no extra charge. Based on Freshsales' pricing and support plans, as well as its versatility as a CRM solution, it's a good CRM for small business.
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Freshsales is one of the few CRMs we reviewed that provides a 30-day free trial to its customers. Some companies we reviewed offer 14-day trials, while others offer no trial at all. There are four plans to choose from with Freshsales: Blossom, Garden, Estate and Forest. Freshsales provides a good variety in plans and features for its customers.
- The Blossom plan is $12 per user per month if billed annually. For month-to-month service, you'll have to pay $19 per user per month. This plan comes with a sales pipeline, 250 bulk emails per user per day and five intelligent workflows.
- The Garden plan is $25 per user per month if billed annually and $35 per month if you decide to pay month to month. It offers 500 bulk emails per user per day, 15 intelligent workflows and multiple-pipeline management.
- The Estate plan is $49 per user per month if billed annually. For month-to-month service, you pay $65 per user. This plan has 1,000 bulk emails per user per day, 40 intelligent workflows and a separate reports dashboard.
- The most expensive plan is the Forest plan, which costs $79 per user per month. Unlike the other three plans, this plan is only billed annually – there is no month-to-month payment option. With this plan, your business can send 2,000 bulk emails per user per day, manage 75 intelligent workflows and analyze audit logs.
Freshsales has several features that are ideal for SMBs. All four plans include contact and pipeline management, several intelligent workflows, basic reporting features, Gmail add-ons, and multiple sales campaigns per user. Here are some other standout features Freshsales offers:
- Click-to-call and SMS integration: Freshsales provides both these features to all of its tier options. These features are usually reserved for higher-tier plans among competitors. Some only provide third-party click-to-call support, while others don't provide any SMS integrations. Including these features in all of its plans shows Freshsales' commitment to giving all its customers the tools they need.
- Other integrations: Freshsales integrates with a host of small business tools, including Freshcaller, Mailchimp, Office 365 Calendar, HubSpot, Zapier, QuickBooks, Xero, Facebook and Trello. You can view a full list of integrations here.
- Customer service: We had good interactions with the Freshsales customer service team. They gave us a live demo and answered all our questions. While we had to follow up a few times to get on the phone for a demo, the company provided us with the info we needed.
According to the plan breakdown, Freshsales' report dashboard is not available until the Estate plan, the second most expensive plan. It's not clear if users who have other subscriptions are able to view pertinent dashboards, but the reporting dashboard is an important aspect of CRM software. Withholding this feature until the Estate plan means many small businesses will miss out on this functionality.
Another minor limitation comes during the customer service process. We struggled to get a customer service representative on the phone, despite calling in the middle of the afternoon. While this shouldn't be a deal-breaker for any company, it's something you may encounter if you pursue Freshsales' services.
Mona Bushnell contributed to the researching, reporting and writing of this article.