Sales and Marketing
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Use Freshworks CRM to get better context about your leads, improve your productivity, and scale your business
Gartner Magic Quadrant 2020 - Sales Force Automation
G2 Crowd CRM Software Leader 2020
GetApp Best Functionality & Features 2020
Capterra Top20 2020
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“As I was investigating the Freshworks suite of products, I noticed that I can have my entire sales and marketing team work with one software, and that I can integrate my CRM with their support software. That was an eye-opener! Today, the value that Freshworks CRM delivers has won the faith of every employee in the company.”
“Overall, with Freshworks CRM, we now have a repository of all our customers and prospects. We can access data on every single person who has ever done business with us, and generate reports on our overall business performance.”
“With the automation that Freshworks CRM offers, the sales process has been vastly sped. It was also easier to track progress than before when things were manual. Currently, it’s just click, drag, move. It’s amazing and makes it very, very easy to navigate and follow up on.”
Both Freshworks CRM and Insightly offer a freemium plan, but Freshworks CRM’s free CRM beats the competition. Here’s why: Freshworks CRM gives you unlimited users, unlimited records, and unlimited support. So if you’re a startup with more than two users, Insightly will limit your capabilities. With the Freshworks CRM free plan, you have access to features like lead scoring, integration with Freshdesk, Freshconnect and more features to grow your business. You have the option to switch to a higher plan as your business scales, and you can do this without losing your data.
Learn more about Freshworks CRM's free unlimited plan
Sales prospecting is one of the activities that eat up the majority of a sales rep’s time. And with Freshworks CRM, you can automate this outreach process. The CRM allows you to design sales cadences—email sequences, call reminders, and follow-up tasks—and execute drip or sales campaigns. Insightly requires integration with a third-party tool to achieve this. In fact, Freshworks CRM allows you to set up campaigns based on the recipient’s behavior. For example, you can setup onboarding email campaigns based on the prospect’s actions on your product or service. Or, create a campaign to set automatic call reminders for those who expressed interest. With Freshworks CRM sales campaigns, you can stay on top of your follow-ups, tasks and appointments.
Learn more about sales campaigns
Sales reps call and send emails to leads day in and day out. And a CRM with telephony and email capabilities is not only handy but also a powerful feature as it gives you context about past interactions. With Freshworks CRM's built-in phone, your calls are not only automatically logged into the CRM, but you can also record, mask, transfer, and send voicemails. With Email management, your sales reps can enjoy 2-way email sync between Freshworks CRM and their inbox, and vice versa. Real-time email open and click alerts helps your sales reps get in touch with prospects at the right time. Insightly does not have a built-in phone, nor does it have advanced email management features. To make calls, you need to integrate it with a third-party phone app, at an extra cost.
Learn more about Freshworks CRM built-in phone
One of the top challenges for most B2B sales reps is the quantity and quality of the leads. Why? Because they don’t have a lead scoring system. Freshworks CRM helps your sales reps identify your sales-ready leads with its built-in AI-powered lead scoring feature. This feature scores leads based on their property ( job title, location)and interactions with your company (pricing page visits, feature adoption, email replies, etc.). It also shows the activities that got them the score, which gives your sales reps context at every point in the prospect’s buying journey. Although Insightly ranks leads by property, it lacks the capability to score leads by their behavior and interactions.
Learn more about website and application tracking
When it comes to managing your leads, contacts, accounts, and deals, both Freshworks CRM and Insightly hit the mark. But, Freshworks CRM stands out by giving you unlimited users and unlimited record storage. Freshworks CRM also gives you the flexibility to customize your existing modules by renaming them to suit your business-specific terminology. You may refer to contacts as customers or accounts as company. This feature removes confusion among sales teams and helps you work more efficiently. Insightly lacks the ability to customize default modules, although it does have the capability to add new modules to the system.
Both Freshworks CRM and Insightly have an email management system. But, when it comes to seamless communication and feature capabilities, Insightly has limitations. Freshworks CRM, on the other hand, has everything you need to seamlessly send emails from within the CRM. Whether it’s Gmail integration (or integration with other email clients like Outlook), 2-way email sync, creating unlimited email templates, scheduling bulk emails, tracking email opens and clicks, real-time email alerts, creating sales campaigns—you name it, Freshworks CRM has it.
Although Freshworks CRM and Insightly have phone functionalities — Freshcaller and Insightly Voice respectively — Freshworks CRM stands out in two key features: buying local numbers and call masking.
In Insightly, your reps will have to connect with an existing number while Freshworks CRM allows you to choose and buy local and toll-free numbers from over 50 countries, helping you establish a local presence.
Freshworks CRM’s AI-based lead scoring allows you to categorize your leads into hot, warm, and cold. Assign scores by adding and subtracting points based on the lead’s interaction with your company—their behavior on your website, in-app, and email. Give your sales reps the means to focus their time and efforts to pursue the right leads using lead scoring in Freshworks CRM.
Insightly allows you to rate leads between 0-5 using the lead property and can be achieved through workflows. However, it does not have the capability to score leads by behavior and categorize leads into different buckets.
Context before conversation allows for a more meaningful engagement with prospects during their buying journey—what pages on your website interested them, how are they using your app, did they open your email, etc. Freshworks CRM tracks your user’s behavior starting from their first touchpoint. You can see the pages they visited, how many times they did so, and what content they downloaded. It also offers the option to track user activities in your web app. Insightly lacks the ability to give context on customer behavior.
While both Freshworks CRM and Insightly allow you to create reports and dashboards, Freshworks CRM gives you the flexibility to create reports using data across all modules and schedule it to be sent to your inbox at regular intervals.
Email, phone, and chat support are free in Freshworks CRM from day one, while they come with a price tag in Insightly.
Data as of 1st January, 2019
increase in revenue
increase in productivity
faster sales cycle
automation of tasks
faster in generating reports
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