---
title: Freshsales Reviews
meta_title: 'Freshsales Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 1236 reviews by the users' company size, role or industry
  to find out how Freshsales works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 1236
  scale: '5'
date_modified: '2026-08-09'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# Freshsales Reviews
**Vendor:** Freshworks  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 1,236
## About Freshsales
Freshsales is an easy-to-use, AI-powered sales CRM software. Trusted by 65,000+ businesses worldwide, Freshsales CRM helps sales teams attract quality leads, engage in contextual conversations, grow sales pipeline, boost conversions, and power productivity. Freshsales CRM provides a 360-degree view of contacts and accounts to empower sales teams with context to sell better. Sellers can manage sales pipelines to visualize deal progress and define and track sales targets. Sales teams can effortlessly engage with prospects and customers with the built-in phone, email, and chat capabilities. Advanced automation features like workflows and sales sequences boost sales productivity and ensure better prospecting. Freddy AI in Freshsales helps sellers draft contextual sales emails, receive actionable deal insights, and never miss out on revenue opportunities.



## Freshsales Pros & Cons
**What users like:**

- Users appreciate the **ease of use** of Freshsales, finding it user-friendly and intuitive for managing tasks. (103 reviews)
- Users love the **user-friendly interface and extensive features** of Freshsales, enhancing their overall experience and efficiency. (70 reviews)
- Users find Freshsales to be a **helpful CRM tool** that effectively tracks business development leads and deals. (55 reviews)
- Users appreciate the **responsive customer support** of Freshsales, enhancing their experience with seamless onboarding and guidance. (50 reviews)
- Users appreciate the **intuitive design** of Freshsales, finding it easy to learn and navigate across devices. (41 reviews)
- Users value the **easy-to-use interface** of Freshsales, appreciating its intuitive design and customization options. (41 reviews)
- Integrations (35 reviews)
- Feature Richness (33 reviews)
- Easy Setup (32 reviews)
- Customization (30 reviews)

**What users dislike:**

- Users find **missing features** in Freshsales, leading to frustration with reporting, automation, and configuration inconsistencies. (47 reviews)
- Users find Freshsales to have **limited features** that hinder workflow management and overall user experience, prompting consideration of alternatives. (32 reviews)
- Users find **configuration complexities** and limited reporting capabilities in Freshsales, impacting their overall CRM experience. (28 reviews)
- Users find the **learning curve steep** , particularly with reporting and automated workflows in Freshsales. (25 reviews)
- Users find the **limited customization** options frustrating, particularly with reporting and adding custom fields. (21 reviews)
- Users experience **poor customer support** with Freshsales, facing frustrating interactions and lack of personalized assistance. (20 reviews)
- Users find **integration issues** frustrating, as connections can be finicky and require constant vigilance for proper syncing. (19 reviews)
- Not Intuitive (19 reviews)
- Limited Options (18 reviews)
- Slow Performance (18 reviews)

## Freshsales Reviews
  ### 1. of Freshsales include lead and deal management, contact management.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 06, 2023

**What do you like best about Freshsales?**

With its numerous features, Freshsales allows users to learn more about their customers and make their sales processes more efficient. It also has a mobile app so users can stay in touch with their customers anytime and anywhere.

**What do you dislike about Freshsales?**

Some users have reported that Freshsales can be slow and sluggish at times, especially when working with large datasets or running complex reports. Others have pointed out that some of the features in Freshsales, such as the email campaigns and lead scoring, may not be as robust or customizable as they would like.

**What problems is Freshsales solving and how is that benefiting you?**

Disorganized sales process: Freshsales provides a centralized platform for managing customer interactions, which can help businesses streamline their sales process and ensure that no leads slip through the cracks.

  ### 2. Freshsales Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** José Manuel S. | Country Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 10, 2023

**What do you like best about Freshsales?**

Their ease to use and friendly interface

**What do you dislike about Freshsales?**

Some important functions needs technical skills

**What problems is Freshsales solving and how is that benefiting you?**

Allow to hace an order and noot miss any business opportunity

  ### 3. Easy to use, intuitive interfacing, excellent CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 10, 2023

**What do you like best about Freshsales?**

Ease of use; intuitive user interfacing; integration features

**What do you dislike about Freshsales?**

I wish the cost per user was less so that we could utilize more agents on a better budget.

**What problems is Freshsales solving and how is that benefiting you?**

The biggest problem that Freshsales solves is allowing all of our Customer Support and Sales Performance management being integrated in one space since we have multiple agents crossing into both fields.

  ### 4. One of the best CRM tools

**Rating:** 4.0/5.0 stars

**Reviewed by:** Priya Rajkiran S. | Operations Specialist, Enterprise (> 1000 emp.)

**Reviewed Date:** August 10, 2023

**What do you like best about Freshsales?**

User friendly,easy to adopt,Customer support

**What do you dislike about Freshsales?**

Reporting limitations.Row limit in reports is a bottleneck.

**What problems is Freshsales solving and how is that benefiting you?**

Integration between objects, sales sequence, worflows.

  ### 5. Freshsales for

**Rating:** 5.0/5.0 stars

**Reviewed by:** Hamed A. | Senior Project Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 06, 2023

**What do you like best about Freshsales?**

Freshsales CRM is an exceptional customer relationship management (CRM) software that has proven to be a game-changer for businesses of all sizes. From startups to enterprises, Freshsales CRM provides a comprehensive suite of tools that streamline sales and marketing activities, leading to increased productivity, better customer engagement, and ultimately, higher revenue.

**What do you dislike about Freshsales?**

Freshsales CRM's pricing can be a bit expensive compared to other CRM solutions in the market. 

The software's customization options could be more flexible, and certain features could be more intuitive.

**What problems is Freshsales solving and how is that benefiting you?**

We have smooth integration between our website besides the ability to manage our sales processes, we have full integration for marketing purposes, and the marketing campaigns, and the integration with CRM is a game changer.

  ### 6. Great CRM for Sales Users

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shubham G. | Senior Sales Development, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 25, 2023

**What do you like best about Freshsales?**

Implementation ,UI UX, Support - 
The UI UX and its support is good, plus our implementation partner helped us through everything.

**What do you dislike about Freshsales?**

Freshsales SMTP does not work well - I have to stop and change SMTP every now and then

**What problems is Freshsales solving and how is that benefiting you?**

It is solving the problem for lead management, sales engagement , etc and all

  ### 7. Easy to navigate, ease of use was excellent

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 01, 2023

**What do you like best about Freshsales?**

Having everything organized in one place was a great help. This was a solid alternative to Salesforce. Customer support was only needed once after onboarding and they were quick to respond.

**What do you dislike about Freshsales?**

Nothing at all, it was excellent and everything we needed.

**What problems is Freshsales solving and how is that benefiting you?**

Automating sales engagement and organizing prospects data.

  ### 8. It does the job, but with some flaws

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 16, 2023

**What do you like best about Freshsales?**

The team is very responsive and it fits the budget of a start-up.

**What do you dislike about Freshsales?**

The actual infrastructure of the product is frustrating at times. I work mostly in the analytics section, and there are some problems that I have to create work arounds for whereas other CRMs are more intuitive.

**What problems is Freshsales solving and how is that benefiting you?**

It creates weekly reports for us to analyze our sales analytics as our team goes through clients. We use it to go through campaigns of multiple clients at a time and have no issues as the export is exactly right and always on time.

  ### 9. Freshsales has helped our organization manage & convert Sales to Leads

**Rating:** 3.5/5.0 stars

**Reviewed by:** Jayanth R. | Project Manager, Insurance, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 06, 2023

**What do you like best about Freshsales?**

- Good support team
- Cost-effective solution
- Integrates well with other Freshworks Products
- Easier implementation while starting out compared to other CRM's

**What do you dislike about Freshsales?**

- Lesser features
- Product needs to be more stable
- Wait time on requested features is long
- Can prioritize on core features over UI updates

**What problems is Freshsales solving and how is that benefiting you?**

Freshsales helped our Insurance agents assist leads & convert them to paid customers. Existing customers have also benefitted from a better customer experience.

  ### 10. Freshsales feedback

**Rating:** 4.0/5.0 stars

**Reviewed by:** Swati S. | BDE, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 04, 2023

**What do you like best about Freshsales?**

Freshsales is a  user-friendly interface, seamless lead managementand achieving better customer relationship management.

**What do you dislike about Freshsales?**

Freshsales could improve if it's offering more customization options.

**What problems is Freshsales solving and how is that benefiting you?**

Freshsales solves lead and contact management challenges, streamlines sales processes, and provides valuable analytics etc.

  ### 11. Not enough integration with Freshworks / needs more flashy email features

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 30, 2023

**What do you like best about Freshsales?**

I like the pipeline tracking of contacts. 
I like that it's easy to import contacts.
I like creating customer journeys, and being able to create timed messages. We have a bilingual audience so it's very easy to send language-specific communications.

**What do you dislike about Freshsales?**

Customer service - Took months and months to "fix" what was essentially a bug. And ultimately the fix was to create a custom customer journey, which we could have done in the first place. To this day we aren't able to see custom fields from our sign up form in an easy way in Freshsales, it comes in as code into a "notes" field. It was so much back and forth that we just gave up trying to fix it.

Emoji's don't get parsed correctly when we create email templates - emojis are a part of our brand voice and it diminishes the quality of our messaging to not be able to use them.

Integration with Freshdesk is really disappointing. We do a lot of customer service and contacts don't always get ported over, every time we create a ticket from the Freshsales interface it never shows up in Freshworks, and we can't see the sent journey communications (either emails or texts) easily enough, so we aren't able to actually get a full history of our communication with different users.

I do not recommend using these two solutions if you are a customer-service-heavy organization.

**What problems is Freshsales solving and how is that benefiting you?**

We wanted a way to send customers specific communications based on the step of the journey that they're on. Also wanted to easily track when we lost customers at specific stages.

  ### 12. Good CRM but lacks integrations

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 12, 2023

**What do you like best about Freshsales?**

It has an easy to use interface and it's not too costly

**What do you dislike about Freshsales?**

Integrations are weak. Not many cal recording softwares for example integrate with freshsales

**What problems is Freshsales solving and how is that benefiting you?**

Helps me tracks my leads and gives out team visibility into how the outbound process is working

  ### 13. Robust and potent CRM

**Rating:** 4.5/5.0 stars

**Reviewed by:** Esther M. | Assistant Store Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** October 07, 2022

**What do you like best about Freshsales?**

I like how easy it is to shorten the sales cycle; it has powerful technology that allows me to figure out the intentions that a prospect has while visiting our website and know how to proceed with our sales marketing tactics. One of the most potent tools that Freshsales has is its sales sequence automation; it allows me to schedule many emails and SMS in bulk to ensure that the marketing campaigns are sent in a timely manner so we can reach the most clients, it is highly advantageous and it allows me to customize all the campaigns so I can make it more personalized for different prospects that want or are looking for something different from one another.

**What do you dislike about Freshsales?**

The support help is very poor, I have reached out to them a few times about different questions that I had regarding the use of the software, and I received late responses from the support team. It is something that needs to be improved because a support team that works helps the software feel more reliable to me, and I will know that I can actually rely on them if something more serious happens with our data.

**What problems is Freshsales solving and how is that benefiting you?**

I think that Feshsales has helped a lot when it comes to providing an automation service that helps process all the sales and helps close deals efficiently without taking hours to do so. It has created an impactful workflow that helps us speed up the daily work when dealing with clients, as well as helping us keep in contact with them by automating welcome emails and reminders,  and it is a system that keeps everything in place for easy access. It organizes all the customers' basic information, and that comes in handy when trying to close a deal as we can easily access different details quickly

  ### 14. Freshsales Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Burak T. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 30, 2023

**What do you like best about Freshsales?**

It is very portable, easy to use, and having WhatsApp is an additional feature. I also love having a mobile application. In short, there is Freshsales.

**What do you dislike about Freshsales?**

The only thing I don't like is that custom modules are not included like other modules.

**What problems is Freshsales solving and how is that benefiting you?**

Freshsales allowed me to see various lead sources such as WhatsApp, Instagram, Facebook forms, and phone in one place with a single application.

  ### 15. FreshSales works for STAC

**Rating:** 5.0/5.0 stars

**Reviewed by:** Seelan R. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 11, 2023

**What do you like best about Freshsales?**

The seamless functionality between the integrated apps. The ease of use and customizability. The marketing and sales-driven approach to keeping our learners happy.

**What do you dislike about Freshsales?**

Restriction on monthly contacts for marketing

**What problems is Freshsales solving and how is that benefiting you?**

Freshsales is bridging the gap between our learners and us and making it possible to have and track meaningful conversations and engagements with our learners.

  ### 16. First database and positive experiences

**Rating:** 5.0/5.0 stars

**Reviewed by:** Behnam R. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 18, 2023

**What do you like best about Freshsales?**

Easy to navigate and enter information once you got training.

**What do you dislike about Freshsales?**

The report generating takes some time to get used to and remember the steps.

**What problems is Freshsales solving and how is that benefiting you?**

Putting customer information on system so its easier to pull information

  ### 17. Great product with amazing support

**Rating:** 3.5/5.0 stars

**Reviewed by:** Chukwuemeka N. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 30, 2023

**What do you like best about Freshsales?**

It's a very versatile product, useful for new business owners looking for a tool that can be used to build a relationship with their users and understand their needs.

**What do you dislike about Freshsales?**

It can be a very complicated tool to use sometimes and will require some knowledge of CRM before they can make full use of the tool. It would be great to have it a bit more accessible

**What problems is Freshsales solving and how is that benefiting you?**

Helping m,e to keep my contacts in one place and send them outreach emails including but not limited  to a weekly newsletter which can be scheduled many weeks in advance

  ### 18. Easiest website to maneuver

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jaylean  V. | Member support, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 08, 2022

**What do you like best about Freshsales?**

Freshsales allows me to find what I'm looking for quick and easy. I can get contact info, recorded calls, emails and texts. I love knowing how my day will go before it even starts. Freshsales gives me tasks reminders, pop up notifications, and more for me to track my day and week!

**What do you dislike about Freshsales?**

I can't say I've had many problems on freshsales. I would like to get notified when someone responds via sms. I seem to not be able to see that, unless I dig through each message I have sent.

**What problems is Freshsales solving and how is that benefiting you?**

Freshsales helps me maintain a track record of my outgoing calls, meetings, and sales. I am not apart of my sales dept however I do use FS for customer support and it has what I need. PROOF! (:

  ### 19. FreshSales is one of the most comprehensive CRM's in the market, at a great price

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kevin M. | Business Continuity Consultant - Specialize in Disaster preparedness for small healthcare providers, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 10, 2022

**What do you like best about Freshsales?**

I like the ability to create custom-made automation, allowing me to really get the marketing I need and well as manage all of my sales needs. A close second is their support, and they are all so great!

**What do you dislike about Freshsales?**

If anything, which is not much, I wish they had more integration with native apps instead of relying on Zapier.  I really don't want to pay for another tool to get things done.

**What problems is Freshsales solving and how is that benefiting you?**

WOW, they solve a lot. They are a one-stop shop for small business owners that need a complete marketing and sale engagement solution.  Benefits are cold emailing, sales engagement sending out emails with my own email account that is already verified to limit bounces, unsubscribes and more emails reaching the inboxes of my prospects and clients.

  ### 20. FreshSales is the most suitable platform for customizable reports for any project.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gerald L. | Talent Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 09, 2022

**What do you like best about Freshsales?**

In addition, it is very incredibly simple to operate because of its customization function. It has many features, and it is a bit difficult to be an expert because it has many very complicated functionalities, but it is an excellent plan for every type of business company. FreshSales is a handy programmer to plan and control our project because we can easily add all tasks, manage all types of projects, and maintain and manage our human resources.

**What do you dislike about Freshsales?**

One thing I don’t like about this software is that it does not allow us to share the file with others to establish a collaborative planning effort, and it is also missing quite a bit of feature compared to its competitors. It is good in project management implementation but cannot provide a communication channel between people because its chat windows lag a lot between communication and real-time forums, and it can take a lot of time to update.

**What problems is Freshsales solving and how is that benefiting you?**

FreshSales is one of the best cloud-based project management software, and it has been beneficial for us in managing and tracking all the progress for this project. It is excellent as all the work team under my charge because it is integrated to the use, and we can be synchronized under the same objectives of the institution.

  ### 21. Plus Sides

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ege . | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 10, 2023

**What do you like best about Freshsales?**

Best Crm beacuse it has own phone santral. It is user friendly.Do not need queries for reports.

**What do you dislike about Freshsales?**

just one currency field it can be use on deal and product module we need more.

**What problems is Freshsales solving and how is that benefiting you?**

I can track my leads for my sales and calculate with datas.Also Can amrketing emails and whatssapp email campaigns

  ### 22. Good but not great CRM

**Rating:** 3.0/5.0 stars

**Reviewed by:** Tim B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 18, 2023

**What do you like best about Freshsales?**

Ease to input data.  Predetermined fields make input easy.

**What do you dislike about Freshsales?**

Not enough flexibility.  Need to be able to design your fields

**What problems is Freshsales solving and how is that benefiting you?**

Keeping all of my customer related data in one place

  ### 23. Performance Review

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 26, 2023

**What do you like best about Freshsales?**

User friendly UI , Easy to use and creating reports is also easy.

**What do you dislike about Freshsales?**

It has few limitations on creating reports which can be improved

**What problems is Freshsales solving and how is that benefiting you?**

Setup is easy and configuration is also easy which saves a lot of time.

  ### 24. Great product with an amazing customer service.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Music | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 23, 2023

**What do you like best about Freshsales?**

I really like having our marketing and sales teams working on the same platform. The user experience is very good and after a while you navigate it quite easily.

**What do you dislike about Freshsales?**

Freshworks has a lot of different and powerful tools, but it's not unusual to run into a bug. I spend a lot of time talking to Freshsales customer service. On the flip side, they are very   fast at solving issues

**What problems is Freshsales solving and how is that benefiting you?**

I used Freshsales to build marketing and sales pipelines from the ground up. It's super useful to manage contacts, to autate emails and built have holistic view of your product.

  ### 25. Great CRM for tracking clients and deals won.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 21, 2023

**What do you like best about Freshsales?**

Managing and outreaching clients in different stages of the sale

**What do you dislike about Freshsales?**

New API update viewing multiple deals and stages in huge blocks.

**What problems is Freshsales solving and how is that benefiting you?**

Tracking clients through the sales proccess.

  ### 26. User friendly CRM tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Anne M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 09, 2023

**What do you like best about Freshsales?**

Freshsales is a helpful CRM tool especially for tracking your business development leads. It can show multiple deals pipeline per industry. It also helps to monitor which deals our hot, warm, and cold.

**What do you dislike about Freshsales?**

Freshsales is specifically designed for business development only. It does not show proper account management reports. It has limited reports option to analyze data of accounts.w

**What problems is Freshsales solving and how is that benefiting you?**

Freshsales has helped us build a better view of how to properly close our customer targets. It has helped the executives to execute the tasks in a more timely manner and all the details involved in closing the account was clear and complete on the notes section.

  ### 27. Extremely streamline experience

**Rating:** 4.5/5.0 stars

**Reviewed by:** Huan P. | Solution Consultant, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 10, 2022

**What do you like best about Freshsales?**

Freshsale is really to use from the begining. You can understand how to work with the system from the first time you log-in. Freshsales also provide you everything that could help you manage a CRM system. Especially, the workflow fumction that could help you you to automate your work and make it more efficiency.

**What do you dislike about Freshsales?**

The CPQ function is not polish yet. It make the experience not smooth. Also, Freshsales does not have the approval function so it could be challenge to the manage.

**What problems is Freshsales solving and how is that benefiting you?**

Freshsales help me to manage the data and make it clearer as well as more visable to work with. It also help to mamage the sale to.

  ### 28. Very helpful customer service

**Rating:** 4.0/5.0 stars

**Reviewed by:** Scott M. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 10, 2022

**What do you like best about Freshsales?**

Everything needed to run the business is all in one place. call centre, CRM, chat centre everything I need to run my business is here. They even reached out to me and delivered great customer service with a fantastic onboarding.

**What do you dislike about Freshsales?**

It is very intimidating to look at and has a steep learning curve to set up and adapt to our business needs but thankfully the customer service here is brilliant and they're always happy to assist.

**What problems is Freshsales solving and how is that benefiting you?**

Rather than having a softphone, chatplugins, customer management software all as seperate platforms with different pricing plans, everything is in one place under one pricing plan. So much more affordable and easier to manage.

  ### 29. Sales Automation and Lead Management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 18, 2023

**What do you like best about Freshsales?**

Freshsales provides the lead addition through email campaigns as well as addition of lead data through the forms.

**What do you dislike about Freshsales?**

Learning curve, it takes atleast a month just to experiment according to our usecases

**What problems is Freshsales solving and how is that benefiting you?**

Email campaigns and automation that enables to create leads and change the lead stage automatically.

  ### 30. great to use to maintain the sales pipeline

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chetna D. | Brand consultant , Small-Business (50 or fewer emp.)

**Reviewed Date:** May 22, 2023

**What do you like best about Freshsales?**

the CRM tool which helps to manage sales and build the pipeline to make the sales funnel

**What do you dislike about Freshsales?**

There is nothing I hate about Freshworks, I might expect that it should be a little simple to use

**What problems is Freshsales solving and how is that benefiting you?**

to maintain my clientsdatabase

  ### 31. Super easy to use!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Greg R. | Sales Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 20, 2022

**What do you like best about Freshsales?**

Freshsales has been very easy to use! It allows us to upload lists of clients to follow up with and makes our workflow so much easier. It has been a huge value add!

**What do you dislike about Freshsales?**

It has taken a few weeks for me to understand how to use Freshsales. There are a few idiosyncracies in how the software works that can limit functionality, such as the inability to search multiple contact owners in a filter.

**What problems is Freshsales solving and how is that benefiting you?**

Our Sales Development team was working out of a spreadsheet exclusively. FreshSales has helped us to move that to a streamlined process that is very visible and provides significant transparency.

  ### 32. Freshsales Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Tracy S. | Account Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 31, 2023

**What do you like best about Freshsales?**

That I can use it as a comprehensive CRM system that integrates into other functionalities that are needed.

**What do you dislike about Freshsales?**

At times the connection can be finicky, requiring some additional input and vigilance to ensure all synced items are correctly pulled from one account to another.

**What problems is Freshsales solving and how is that benefiting you?**

Allows us to keep track of all contractors that have signed up for the program.

  ### 33. Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Khurram Shahzad R. | Social Media Marketer, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 18, 2023

**What do you like best about Freshsales?**

Integration capabilities are best to connect their customers

**What do you dislike about Freshsales?**

Not big word of mouth generated yet. Need good marketing strategy

**What problems is Freshsales solving and how is that benefiting you?**

Overall it's functions are performing well specially integration

  ### 34. Overall good

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 30, 2023

**What do you like best about Freshsales?**

Like the analytics, customization, and many features.

**What do you dislike about Freshsales?**

I wish we can upload multiple files at the same time; a lot of our agents did not upload because this feature was lacking. Most importantly, I wish you were SCC compliant so our securities advisors can use this platform!!!!!

**What problems is Freshsales solving and how is that benefiting you?**

help send out requirements.

  ### 35. Easy to use and great customer support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Heather-Anne H. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 12, 2022

**What do you like best about Freshsales?**

We found FreshSales to be very intuitive - getting started is easy, and there are step-by-step instructions for importing data and setting up integrations.  The support material is very good, and the help desk team is very proactive.

**What do you dislike about Freshsales?**

I haven't found anything I dislike about the product yet.

**What problems is Freshsales solving and how is that benefiting you?**

We use Freshsales to track and manage our client interactions and pipeline.  Task reminders mean we get reminders on who to call or meet next, and we can track all client interactions.

  ### 36. Functionality ot Freshsales

**Rating:** 5.0/5.0 stars

**Reviewed by:** Henry K. | Marketing specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 09, 2022

**What do you like best about Freshsales?**

User friendly and easy to navigate without much effort. Easy to toggle between different tabs. Able to to keep track of sales records more effectively.

**What do you dislike about Freshsales?**

Nil. So far FS has been very user friendly. Technical assistance is within reach when required. Technical staff is friendly and technically trained.

**What problems is Freshsales solving and how is that benefiting you?**

At times there was some system glitch but were resolved quite quickly by the technical specialist from FS. With the ease of of use, Fs has helped to boast up the productivity.

  ### 37. Good value for money

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Media Production | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 12, 2022

**What do you like best about Freshsales?**

It is easy to use and has many features to support the daily workload.

**What do you dislike about Freshsales?**

Slow loading, limited sequence personalisation limited search options, not supported by many of the other sales tools

**What problems is Freshsales solving and how is that benefiting you?**

Good crm tool

  ### 38. Freshworks is great crm

**Rating:** 5.0/5.0 stars

**Reviewed by:** Osman Y. | project manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 31, 2023

**What do you like best about Freshsales?**

a great application call center chat and crm together

**What do you dislike about Freshsales?**

The custom modules are too bad. The cpq module does not allow html to be loaded for the template.

**What problems is Freshsales solving and how is that benefiting you?**

We do crm projects for our customers. It gathers all channels on a single platform.

  ### 39. The Freshsales product is great. It has the best features you can have in a CRM. Easy to use.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 12, 2023

**What do you like best about Freshsales?**

It is very good to have phone and chat channels within the CRM, and at the same time, marketing automation on the same screen.

**What do you dislike about Freshsales?**

I haven't had a bad experience so far, but some screens could be improved.

**What problems is Freshsales solving and how is that benefiting you?**

It solves my customer management problem. It helps me establish my relationship with customers.

  ### 40. Complete solution for CRM and Marketing automation

**Rating:** 4.5/5.0 stars

**Reviewed by:** Dyorgio N. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 10, 2022

**What do you like best about Freshsales?**

They have land pages and mail marketing platforms in one place.
I love the Journey feature, it brings all customer iteration and flows visually.
Gmail integration helped us to didn't lose one customer message too.

**What do you dislike about Freshsales?**

Freshsales is part of a major suite: freshworks.
They have serious problems with licensing and plans.
Some parts, like freshchat (the chat) and freshdesk use different servers/locations, and it is hard to make it works smoothly.

**What problems is Freshsales solving and how is that benefiting you?**

It centralizes my customer and marketing handling. 
Now I can create land pages and manage mail lists in one place.
I also liked IA score to my contacts (Freddy)

  ### 41. Great Tool for the Sales Engagement

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jyoti S. | Marketing, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 14, 2022

**What do you like best about Freshsales?**

Freshsales offers the best analytical and automate CRM for a sales person. It's so intuitive platform to get on user on different channels like SMS, whatsApp or email.

**What do you dislike about Freshsales?**

One thing I dislike is when i publish a customer journey i can't change in it. I can't add any node and extra field. If i want to do then i have to create a another journey for that. It's really frustrating.

**Recommendations to others considering Freshsales:**

Please add a edit after i launch a customer journey campaign. It's really needful for us and i'm sure it is needed by others as well.

**What problems is Freshsales solving and how is that benefiting you?**

We wanted to engage with our customer easily and see to which customer we having conversation so that we can target them accordingly. This problem resolve with Freshworks by having all the leads in one place.

  ### 42. With a better support team they'll be the full suite they are

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 05, 2023

**What do you like best about Freshsales?**

full suite of tools needed by a starting business

**What do you dislike about Freshsales?**

support team is weak, investigation takes time

**What problems is Freshsales solving and how is that benefiting you?**

automating emails and newsletters

  ### 43. Fresh Sales CRM Experience after one year

**Rating:** 2.5/5.0 stars

**Reviewed by:** Sushil Kumar S. | System Admin, Enterprise (> 1000 emp.)

**Reviewed Date:** July 21, 2022

**What do you like best about Freshsales?**

Its graphics and visual reports are attractive. Contact filtration is also good. User registration is a payment option that is easy with a credit card. The confidence and commitments of the sales team.

**What do you dislike about Freshsales?**

Difficult implementation, Worst support, unavailability of integration options with third-party tools. There is only one payment option which is a credit card. Non-informal and limited reports.

**What problems is Freshsales solving and how is that benefiting you?**

We were in the need of CRM to run our admission campaign. We evaluated a lot of CRMS but due to irresponsive approach of other CRM sales teams made us go with the fresh sales. It solved our one problem which is keeping all contacts and queries at one place. It helped us to track the communication done with the expected leads by different agents. Now we have a clear picture in one place so that we can get the report of our received queries and converted leads.

  ### 44. A Work In Progress

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 21, 2022

**What do you like best about Freshsales?**

The interface is nicely designed and fairly easy to navigate at a high level. And then things start to fall apart.

This software has a lot of potential, but it seems the development use cases were all created by engineers. Hire some UX people!!!

**What do you dislike about Freshsales?**

I'll keep adding to this list as I find more:

Export contacts - easy? Nope. You have to build a report and then export the contacts. Many steps.
See all of your tasks - easy? Nope. They have a permanent date filter field applied so you have to, that's right, build a report to see all of your tasks.
Create a marketing list - easy? Nope. You have to first create a list on one screen, then navigate to your contacts, filter those contacts, then add them to the list.
See who has clicked on what link in your email - not possible.
Landing pages - don't get me started. The structure of the implementation is confusing. If you have more than one slug, your home directory has to have content or none of the slugs will load.
Zoom integration - not really.
Activity list - not possible. There is no way to see a list of all your activities - tasks created, emails sent, etc.

**What problems is Freshsales solving and how is that benefiting you?**

It's doing it's best to make it hard for me to solve my problems. It should be at least an easy-to-use CRM with some marketing and sales features.

  ### 45. Freshsales risks sharing confidential data with others

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Building Materials | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 21, 2022

**What do you like best about Freshsales?**

Not sure yet. It has got some quite good dashboards but have query with the platform security

**What do you dislike about Freshsales?**

Freshsales risks sharing confidential data with others as once you sync your contacts everyone can see your email communications and if there is a contact that you need to communicate confidential information regarding a HR issue of another team member for example others in your team can see the communications.

**What problems is Freshsales solving and how is that benefiting you?**

It hasn't yet as i cant use it due to data security issues

**Official Response from Hitesh Patiyal:**

> We apologize for the issue you are facing. We take data security seriously, and you can read about this here- https://www.freshworks.com/security/. We are fixing the occurrence where attendees are created as contacts when calendar sync is enabled. Meanwhile, here is a fix to help you continue using Freshsales effectively— please disable the Auto-create contacts option by going to Personal Settings > Email Settings > Auto-create contacts and sync your calendar again. This will avoid creating new contacts from your calendar and syncing their emails. If you need more help, please write to us at crm-support@freshworks.com.

  ### 46. Brilliant CRM for a sales person to track all Outbound leads

**Rating:** 4.5/5.0 stars

**Reviewed by:** Abhijit B. | Customer success manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 14, 2022

**What do you like best about Freshsales?**

It's so easy to use. Automation of their Sales Sequence where we can send an emails to users when the contact is created or the status is changed. It automatically send the mail to contacts. It reduce manpower and is so easy to create.

**What do you dislike about Freshsales?**

Not as much but one thing that is when the email of a person is in cc their contact automatically created in the list. But i don't want their contact. So i have to manually delete the contacts.

**What problems is Freshsales solving and how is that benefiting you?**

It reduces the manpower and automates most of the work. I like sales sequences that send automated mails after the status is updated in the Freshworks. Don't have to send maually one by one to every contact.

  ### 47. It's okay but support could be better

**Rating:** 2.5/5.0 stars

**Reviewed by:** Cata1og Wholesale - Alejandra Q. | Sales Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 19, 2022

**What do you like best about Freshsales?**

What I like the best about FreshSales is how easily you can look at the information in the CRM and the fact you can customize a lot of things to make it exactly what you need.

**What do you dislike about Freshsales?**

The fact sometimes Customer Service/Tech Support doesn't even have answers for the issues that you can find when using FreshSales, it can be very frustrating at times because nobody can help you.

**Recommendations to others considering Freshsales:**

Sometimes customer service isn't the best so... Google can be your best friend!

**What problems is Freshsales solving and how is that benefiting you?**

Freshsales is very helpful for keeping our client portfolio updated and so we can keep track of the deals and everything else. I personally really like the fact you can set reminders and tasks related to one client in specific if needed.

  ### 48. Robust and easy to use

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 09, 2022

**What do you like best about Freshsales?**

Freshsales provides me with all the information for every customer involved in my sales cycle. With filters that are easy to use, it allows me to find just what im looking for and track my sales cycle

**What do you dislike about Freshsales?**

The customer service is slightly slow in getting in touch everytime i raise a request from the portal

**What problems is Freshsales solving and how is that benefiting you?**

Getting started can be a little tricky and might require some guidance. But once you're set up and get the hang of it Freshsales is super easy to understand and configure. We also use it to create email sequences for marketing and send bulk emails since it allows us to schedule them at a later time or day.

  ### 49. It is a perfect place to store all your data with clear notes and creating tasks make much easier.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Edwin E. | Lead IT Recruiter, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 15, 2022

**What do you like best about Freshsales?**

Storage of the contacts & creating tasks for the follow-ups with their exact information

**What do you dislike about Freshsales?**

Often change in the interface looks like its is new to adapt.

**What problems is Freshsales solving and how is that benefiting you?**

Following up with the contacts on time.

  ### 50. A fresh sales tool that makes it easy for your salespeople to sell from day one, Freshsales

**Rating:** 5.0/5.0 stars

**Reviewed by:** Leena K. | Business Development Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2022

**What do you like best about Freshsales?**

Freshsales unifies every aspect of your business process, from marketing to data management.

**What do you dislike about Freshsales?**

Sometimes there were some errors, but helps us a lot

**What problems is Freshsales solving and how is that benefiting you?**

With Freshsales, businesses can analyze clients and prospects in-depth. Lead management becomes more accessible, faster, and more efficient.


## Freshsales Discussions
  - [What is Freshsales used for?](https://www.g2.com/discussions/what-is-freshsales-used-for) - 2 comments, 1 upvote
  - [How to improve more on fresh sales](https://www.g2.com/discussions/how-to-improve-more-on-fresh-sales) - 1 comment, 1 upvote
  - [Is there a way to create personalized dashboards for sales management?](https://www.g2.com/discussions/is-there-a-way-to-create-personalized-dashboards-for-sales-management) - 1 comment, 1 upvote
  - [Can you help me with a personalised demo for better productivity with the product.](https://www.g2.com/discussions/14596-can-you-help-me-with-a-personalised-demo-for-better-productivity-with-the-product) - 1 comment, 1 upvote
  - [How can integrate FreshSales with MailChimp](https://www.g2.com/discussions/14470-how-can-integrate-freshsales-with-mailchimp) - 1 comment, 1 upvote

- [View Freshsales pricing details and edition comparison](https://www.g2.com/products/freshsales/reviews?page=5&section=pricing&secure%5Bexpires_at%5D=2026-08-10+03%3A32%3A37+-0500&secure%5Bsession_id%5D=8f66ce1b-8431-4e3f-99a4-26dfcb7a0f17&secure%5Btoken%5D=734ed8dcc5283007f9a3a99543b7919cfd62019e06c0c034178dd119220cd2c8&format=llm_user)
## Freshsales Integrations
  - [Aircall](https://www.g2.com/products/aircall/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)

## Freshsales Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Email Marketing**
- Building and Personalizing Emails
- Sending Outbound Emails
- Manage Email Deliverability
- Automated Email Responses

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Online Marketing**
- Landing Pages and Forms
- Dynamic Content
- A/B Testing
- Mobile Optimized
- Search Tracking and Optimization
- Conversion Rate Optimization
- Multivariate Testing
- Customizable Forms

**Lead Generation**
- Lead Builder
- CRM Integration
- Marketing Automation Integration
- Social Media Integration
- Data Import & Export Tools

**Lead Facilitation**
- Customer-facing Chatbot
- Lead Qualification
- Lead Follow-up
- Meeting Scheduling 

**Integrated Workflows**
- Task Management
- Email Tracking/Automation
- Calls and Voice
- Other Outreach Options 
- CRM Integration
- Calendar
- Shared Records
- Business Process Automation
- Performance Management
- Calendar Management
- Sales Pipeline Management
- Communication Management
- Campaign Management

**Customization**
- Custom Fields
- Conditional Logic
- Multi-page Forms
- Design
- Forms Creation & Design

**Agentic AI - Visitor Identification**
- Cross-system Integration
- Third-Party Integrations
- Social Media Integration

**Agentic AI - Lead Scoring**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Decision Making
- AI/Machine Learning
- Social Media Integration
- Third-Party Integrations

**Agentic AI - Sales Performance Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Email Tracking**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Sales Analytics**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Third-Party Integrations
- CRM Integration

**Agentic AI - Outbound Call Tracking**
- Autonomous Task Execution
- Natural Language Interaction

**Additional Functionality**
- Conversion Rate Optimization
- SEO Management
- Drag & Drop
- Visual Analytics
- API
- Surveys & Feedback
- Data Import/Export
- Reporting & Statistics
- Real-Time Reporting
- Customizable Templates
- Real-Time Data
- A/B Testing
- Screen Activity Recording
- Site Search Tracking
- Trend Analysis
- Visitor Tracking
- Customer Segmentation
- Engagement Tracking
- Activity Tracking
- Sales Trend Analysis
- Funnel Analysis
- Widgets
- Alerts/Escalation
- Real-Time Analytics
- Heatmaps
- Search/Filter
- Conversion Tracking
- Reporting/Analytics
- Referral Tracking
- Real-Time Monitoring
- Generative AI
- Data Visualization
- Behavior Tracking
- Keyword Tracking
- Pageview Tracking
- Customizable Reports
- Charting
- Visualization
- Activity Dashboard
- Real-Time Notifications
- Access Controls/Permissions
- Time on Site Tracking
- Web Traffic Reporting
- Monitoring
- Tagging
- Dashboard Creation
- Campaign Management
- Campaign Analytics
- Customizable Branding
- Alerts/Notifications
- User Interaction Tracking
- AI Copilot
- Customer Journey Mapping
- Goal Setting/Tracking
- Multiple Site Management
- Website Analytics

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Lead Management**
- Marketing Lead Database
- Data Quality Management
- Segmentation
- Lead Scoring and Grading
- Lead Nurturing
- Email Tracking
- Automated Alerts and Tasks
- CRM Lead Integration
- Third-Party Integrations
- Real-Time Data
- Social Marketing
- Email Marketing
- Multi-Channel Marketing
- Conversion Tracking
- ROI Tracking
- Activity Tracking
- Engagement Tracking
- Campaign Segmentation
- Search Marketing
- SMS Marketing
- Website Visitor Tracking

**Data Sourcing**
- Data Sourcing
- Exporting & Sharing Data
- Multi-Device Data Visualization
- Interactive Dashboards
- Data Segmentation

**Attribution**
- Lead Opportunity
- Lead Assignment
- Pipeline Acceleration

**Calling**
- Record Calls
- Generate Location
- Call Types
- Click-to-Call
- Auto Dialer

**Analytics**
- Open Rates
- Link Activity
- Attachment Activity

**Incentives**
- Badges
- Triggers
- Commission Calculator
- Leaderboards

**Organization**
- Opportunity and Pipeline Management 
- Data Entry
- Integrations / APIs
- Third-Party Integrations
- Meeting Management
- Calendar Management
- Call Management
- Document Management
- Contact Management
- Task Management
- Lead Management
- Content Management
- Notes Management
- Sales Activity Management
- Email Management

**Repeatability and Reportability**
- Content Management
- Workflow Management
- Workflow Performance
- Sales Coaching and Insights
- Gamification

**Additional Functionality**
- Embedded Forms
- Offline Capability
- Notifications
- Payments
- Mobile Forms
- Customizable Forms
- Real-Time Notifications
- Alerts/Notifications

**Additional Functionality**
- Search/Filter
- AI Copilot
- Commenting/Notes
- Content Publishing Options
- Reporting & Statistics
- Content Library
- Document Classification
- Drag & Drop
- Customizable Branding
- SSL Security
- API
- Document Management
- Document Storage
- Collaboration Tools
- Data Capture and Transfer
- Autofill
- Multi-Channel Distribution
- Convert to PDF
- Customizable Templates
- Media Library
- Generative AI
- Full Text Search
- Surveys & Feedback
- Data Import/Export
- Forms Management
- Electronic Signature
- Third-Party Integrations
- Reporting/Analytics
- Workflow Management
- Template Management
- Mobile Access

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Campaign Management**
- Program Management
- Event / Webinar Marketing
- Calendaring
- Budgeting
- Campaign Management
- Workflow Management
- Template Management

**Predictive Analytics**
- Lead Scoring
- Opportunity Scoring
- Risk Analysis
- Live Forecasting
- Budgeting/Forecasting
- Correlation Analysis
- Competitive Analysis
- Sales Trend Analysis
- Statistical Analysis

**Discovery**
- Lead Management
- Scoring/Ranking
- Lead Context
- Pipeline Management
- Workflow Management
- Opportunity Management
- Task Management
- Contact Management
- Calendar Management
- Email Management
- Campaign Management

**Contacts**
- Personalization
- Information Locater
- Record Prospect Data
- Contact Management

**Customizations**
- Email Platform Integration
- Email Scheduling
- Real-Time Notifications
- Email Categorization
- Templates
- Third-Party Integrations

**Personalization**
- Profiles
- Custom Reports
- Dashboards
- Goal Setting/Tracking
- Sales Reports
- Incentive Management

**Performance Analysis**
- Coaching 
- Peformance Tracking
- Email Tracking
- Call Tracking

**AI and Automation**
- Lead Prioritization
- Lead Scoring
- Best Time of Day Scheduling
- Buyer Intelligence
- Machine Learning

**Generative AI**
- AI Text Generation
- Generative AI

**Additional Functionality**
- Contact Management
- Email Marketing
- Drag & Drop
- Drip Campaigns
- Workflow Management
- Customizable Fields
- Monitoring
- CRM
- Team Management
- Click Tracking
- Subscription Management
- Activity Dashboard
- API
- Location Tracking
- Customer Segmentation
- Geolocation
- Customizable Branding
- Activity Tracking
- Data Import/Export
- Mailing List Management
- Campaign Management
- Email Management
- Audience Targeting
- Reporting/Analytics
- AI Copilot
- Email Distribution
- Email Reminders
- Autoresponders
- Engagement Tracking
- Event Triggered Actions

**Mobile & Social**
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Social**
- Social Listening
- Social Sharing
- Social Campaigns
- Social Media Engagement
- Social Media Advertising
- Drip Campaigns
- Multi-Campaign

**Sales Management**
- Live Pipeline Management
- Sales Gamification
- Account-Based Analytics
- Activity Tracking
- Predictive Analytics
- Visual Analytics
- Task Management
- Contact Management
- Lead Management
- Opportunity Management
- Workflow Management

**Management**
- Conversion Viability
- Workflow

**Insights**
- Notes
- Daily Summary
- Automated Voicemails
- Automated Emails
- Sorts Prospects
- Automated Note Taking
- AI/Machine Learning

**Administrative**
- Third-Party Integrations
- Employee Structure
- Behavior Monitoring

**Sales Analysis**
- ROI Forecasting 
- Sales Forecasting 

**Generative AI**
- AI Text Generation
- Generative AI
- Lead Generation

**Additional Functionality**
- Dynamic Modeling
- Lead Qualification
- Lead Capture
- Real-Time Reporting
- Contact Database
- API
- Reporting & Statistics
- Role-Based Permissions
- Collaboration Tools
- Dashboard Creation
- Modeling & Simulation
- Exception Reporting
- Generative AI
- Sales Reports
- Performance Metrics
- "What If" Scenarios
- Customizable Reports
- Data Import/Export
- AI Copilot
- Graphical Data Presentation
- Drag & Drop
- Access Controls/Permissions
- Alerts/Notifications
- Business Process Control
- Multi-Currency
- Pipeline Reports

**Additional Functionality**
- Generative AI
- Gamification
- Real-Time Updates
- Employee Reward Programs
- Employee Management
- Ongoing Performance Tracking
- Benchmarking
- Commission Management
- For Sales Teams/Organizations
- Performance Metrics
- Sales Planning
- Single Sign On
- Performance Management
- Forecasting
- Quota Planning
- Accounting
- Workflow Management
- Compliance Management
- User Management
- Rewards Points
- Organizational Charting
- AI Copilot
- Access Controls/Permissions
- Customizable Branding
- Milestone Tracking
- Territory Management
- Performance Appraisal
- Calendar Management
- Alerts/Notifications
- Sales Onboarding & Training
- Employee Recognition
- Reporting/Analytics
- Ratings/Reviews
- API
- Feedback Management
- Training Management
- Goal Management
- Assignment Management
- Lead Scoring
- Search/Filter
- Electronic Signature
- Collaboration Tools
- Kanban Board
- Email Management
- Commenting/Notes
- Data Import/Export
- Prospecting Tools
- Interaction Tracking
- Product Catalog
- Live Chat
- Sales Pipeline Management
- Appointment Scheduling
- Email Templates
- Event Triggered Actions
- Transfers/Routing
- Activity/News Feed
- Lead Management
- Revenue Management
- Document Management
- Task Management
- File Sharing
- Mobile Access
- Reminders
- Mobile App
- Call Logging
- Workflow Automation

**Additional Functionality**
- Meeting Management
- AI Copilot
- Reminders
- Recommendations
- Lead Distribution
- Workflow Management
- Performance Management
- Dashboard
- Email Management
- Lead Management
- Activity Tracking
- Email Templates
- Third-Party Integrations
- Customizable Fields
- Sales Pipeline Management
- Generative AI
- Automatic Call Distribution
- Call Monitoring
- Lead Capture
- Deal Management
- Call List Management
- Multi-Channel Communication
- Call Recording
- For Contact Centers
- CRM
- Data Management
- Calendar Management
- Chat/Messaging
- Lead Qualification
- API
- Task Management
- Interaction Tracking
- Reporting & Statistics

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Reporting & Analytics**
- Basic Reporting
- Web Analytics
- ROI Analytics
- Revenue Analytics
- SEO / Keyword Analytics
- Behavior Analytics
- Real-Time Analytics
- Campaign Analytics
- Website Analytics
- Visual Analytics
- Sales Analytics

**Platform**
- Data Synchronization
- Analysis
- Sales Trend Analysis
- Demographic/Firmographic Data
- Real-Time Data

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Agentic AI - Sales Engagement**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Strategic Planning

**Additional Functionality**
- Prospecting Tools
- Reporting/Analytics
- AI Copilot
- Auto-Dialer
- For Sales Teams/Organizations

**Additional Functionality**
- Drag & Drop
- Interaction Tracking
- Customizable Fields
- Multiple Scoring Models
- CRM
- Customer Segmentation
- Predictive Analytics
- Prioritization
- Lead Qualification
- Contact Database
- Reporting & Statistics
- Alerts/Notifications
- Email Marketing
- Lead Nurturing
- Web Forms
- Document Storage
- Search/Filter
- Prospecting Tools
- Email Tracking
- Sales Forecasting
- Customizable Templates
- Lead Generation
- Sales Reports
- Lead Distribution
- Data Enrichment
- AI Copilot
- API
- Real-Time Notifications
- Lead Capture
- Reminders
- Generative AI
- Forecasting
- Email Templates
- Activity Dashboard
- Activity Tracking
- Workflow Automation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Platform**
- Customization 
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Performance and Reliability
- Output Document Generation
- Lead Generation
- Content Management
- Lead Management
- List Management
- Mobile Access

**Agentic AI - AI Sales Assistant**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- AI/Machine Learning

**Additional Functionality**
- Email Response Control
- Speech Recognition
- Customer Engagement
- Dashboard
- Chat/Messaging
- AI Writing Assistant
- For Sales Teams/Organizations
- Sales Automation
- Alerts/Notifications
- CRM
- Predictive Analytics
- Lead Scoring
- Templates
- Reminders
- Email Templates
- SMS Messaging
- Personalization
- Reporting/Analytics
- Conversation Intelligence
- Lead Engagement
- Customer Database
- AI Copilot
- Omnichannel Outreach
- Workflow Automation

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - Marketing Automation**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making
- Campaign Planning

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Social Media Integration

**Additional Functionality**
- Social Promotion
- Customizable Branding
- Monitoring
- CRM
- Reporting & Statistics
- Live Chat
- Customer Journey Mapping
- Generative AI
- Mass Texting
- Drag & Drop
- Email Templates
- Automated Scheduling
- Campaign Scheduling
- AI Copilot
- Social Media Monitoring
- Activity Dashboard
- Lead Capture
- Customizable Templates
- Marketing Automation
- Event Triggered Actions
- Marketing Calendar
- Customizable CTAs
- Multi-Channel Communication
- Data Import/Export
- Lead Qualification

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

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