Freshsales

Overview
Alternatives
Integrations

Freshsales Overview

What is Freshsales?

Freshsales CRM is all-in-one project software, that is free and can enhance team collaboration and communication and streamlines the entire project management journey. This CRM brings context, collaboration, and productivity that helps you sell better. With Freshsales CRM you can convert visitors into leads, increase your customer base and nurture customers to keep them coming back for more. Do not forget that Freshsales CRM is able to grow and scale other people’s businesses. The main benefits of Freshsales CRM Platform are that it can grab leads from emails automatically, sort out your lead scoring criteria and keep better track of your potential leads. A built-in phone module is the additional benefit of Freshsales CRM.

Freshsales CRM is a relatively simple, effective tool for running your small business. This Platform is built to streamline your business process, monitor deals, simplify regular tasks, run email campaigns, boost sales and productivity, and create better business efficiency achieved through data centralization. A cool feature of Freshsales CRM is that you can switch between the sales and marketing service and live chat dashboard, meaning that everything is organized in a way that doesn’t overwhelm an individual.

Freshsales Support

Top 10 Freshsales Alternatives & competitors

Going to implement marketing automation and thinking about Freshsales? We recommend to investigate resembling platforms to find a solution.

When users choose marketing automation software, most often they are looking for functionality for omni-channel communication, marketing lead database, landing page builder, lead scoring, B tests etc.

Comparing Freshsales with competitors customers pay attention to the automation builder, marketing lead database, online chats, conversations, survey builder, segmentation, number of triggers and actions and so on.

We’ve made a list of top 10 competitors that are very resembling in price and functionality to Freshsales. The list is based on user reviews, so if Freshsales isn’t appropriate for you in any way, here you can easily find the best variant for you.

Efficy CRM

Efficy CRM

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Efficy CRM adapts to your needs and not the other way around. Efficy CRM enables you to grow and develop your business activity in a very structured way.

Salesmate

Salesmate

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Salesmate CRM is designed for modern sales teams. SalesmateCRM automates lead assignment by any criterion. Everything your sales team needs to sell more and to be more productive like building a sales line and tracking the progress of your leads is built in this software.

Streak

Streak

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Streak CRM has gathered more than 750K+ happy customers. Small businesses use this platform primarily for their hiring purposes. In 2018 Steak platform was recognized by Google as their Top Technology partner of the year.

Zoho CRM

Zoho CRM

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Zoho CRM is the name of an on-demand, SaaS-based customer relationship management (CRM) software solution designed to manage sales, marketing, contacts, customer support and other business functions.

Wealthbox

Wealthbox

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Wealthbox is a web-and-mobile CRM application for financial professionals. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that results in a powerful yet simple user-experience for RIA firms of all sizes.

FULL FABRIC

FULL FABRIC

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FULL FABRIC is an all-in-one recruitment, admissions and CRM platform built for higher education institutions to manage the entire student lifecycle from initial enquiry to alumni relations.

Roboeyelabs

Roboeyelabs

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Roboeyelabs is crm platform that helps grwing businesses in meaningful way with connecting their all customer and records in singe platform and manage them. It is used to automate you daily work routines and save your work and effort.

Equisoft

Equisoft

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Equisoft is another CRM solution specifically designed for financial advisors. It is the only CRM that aggregates client and product data from gateways with insurance and investment platforms—giving advisors a full view of all client data at a glance.

Microsoft Dynamics CRM

Microsoft Dynamics CRM

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Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft focused on enhancing the customer relationship for any organization. Out of the box, the product focuses mainly on Sales, Marketing, and Customer Service sectors, though Microsoft has been marketing Dynamics CRM as an XRM platform and has been encouraging partners to use its proprietary (.NET based) framework to customize it. In recent years, it has also grown as an Analytics platform driven by CRM.

Nimble

Nimble

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Nimble can significantly simplify your operations across social media by allowing you to get aggregated posts from top social media networks like Facebook, LinkedIn, and Twitter. This CRM software is ideal for tracking the level of human interaction with your brand.

How to choose Freshsales substitute

Many marketing automation tools are similar to each other. Tools with the same features can differ in cost by 5 times. The first thing you should pay attention to is the availability of funnel builder. This is a basic feature of marketing automation software and if it doesn’t include this thing, most likely this tool isn’t ready yet. All automation builders look almost the same. It's important not to look at the design, but pay attention to the features.

In a few days, you'll get used to the UI, but the lack of functionality will always spite you. Changing marketing automation platforms is very expensive. If you have the usual email set up, it's not that difficult to change software. But if you've already set up integrations, business processes, and have complex funnels, it can take years to replace the tool. That's why you should be careful to choosing an alternative.

What to pay attention to when analyzing the funnel builder? It has 4 essential features categories.

  1. Triggers. For instance, "Form submit" is a trigger that starts a business process. The most popular triggers are: opening an email, clicking a link in an email, reaching a goal, adding or removing a tag, closing a deal, visiting a page, etc. In each system for marketing automation this set may differ. The more, the better.
  2. Action. For example, "Send email". This is the most standard action you can have. The most often used actions are: add or remove a tag, send a text message, send a messenger message, set a salesperson task, update a transaction, notify someone by email, move a transaction to another stage, etc.
  3. Delay. For instance, "Wait 5 hours. Lead submit the form on the website and get in the marketing automation software (Trigger), the software sends a Welcome email (Action). Then the system waits 3 hours (delay) and sends a second email. This is the most simple automation. But there are other parameters. For example, "Wait until something happens". Or wait until January 30th, or wait until 7 PM in the lead’s time zone.
  4. If/else. For instance, "If a subscriber, has the tag "Bought product #1", send the email, if the contact doesn't have the tag "Bought product #1", wait 3 days and send the email. The most popular if/else parameters are: visited the site page, bought certain items, opened certain emails, user field the client card matches some requirements. This is data according to which you can segment the lead base.

Studying the automation builder, you need to pay attention to all four categories of functions. The more, the better. Usually it appears that good-working marketing automation software with the biggest number of features look ugly. New tools look attractive, but they have few functions. You should investigate the platform you want to use very deeply. Otherwise, it will be very painful to change it in the future.

After you've analyzed the automation builder, you understand whether there are integrations with the tools you need. Luckily, Apiway can help you. Most often, tools like Freshsales are the core of business IT infrastructure. It's kind of digital hub for all your information. This kind of software is like an octopus, which is putting its tentacles into other platform. System like Freshsales has to integrate with most other ones. Or you’ll have to waste a lot of money and time developing custom integrations.

Also people who are trying to find alternatives to Freshsales use software from other categories like chatbot software, chat on website software, CRM system, lead management software

All Freshsales alternatives

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