Freshsales CRM Review 2024: Features, Pricing & More
Freshworks CRM’s features
Like all CRMs, Freshworks CRM offers lead management, contacts, deals, a visual pipeline — the basics. But three other features make this platform a little more unique.
Lead scoring
All sales leads are not created equal. Some are just not interested in what you have to offer, while others are just a couple conversations away from being a customer.
Figuring out how close you are to a sale is vital in determining how you interact with that lead and what your strategy is going to be, so Freshworks CRM’s lead scoring feature — which allows you to rank leads based on their level of engagement — is a nice prospecting tool that will make you feel more in control of your sales pipeline.
Freshworks CRM’s software makes it easy to access your list of leads. Image source: Author
Visually, it’s easy to see which leads score the highest and therefore who you should give the most attention to.
Team management
If you manage a sales team and are not just a one-person band, Freshworks CRM has features that can help you. You can group your team by a number of categories, from geography to deal size to product division, and the software will auto-assign prospects to the right salespeople.
And while the basic version doesn’t deal a lot with team management, the higher-priced versions offer workflow automations, lead assignment, advanced reporting, event tracking, sales goals, audit logs, and other powerful features that can help boost a team’s sales.
Reports
At the heart of any decent CRM software are the reports. You can’t be a good salesperson if you don’t have access to strong reporting features that can show you how well you’re doing when it comes to lead generation, conversion rate, and other important metrics.
Freshworks CRM’s reporting options offer a lot of variety. Image source: Author
And Freshworks CRM does a good job, offering 32 different types of reports, from manual call logs to leads generated this month to email activity reports. And they’re generated instantly using the information you enter through the software, so there’s no effort to produce them.
