Sales and Marketing
IT Service Management
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Try Freshworks CRM (formerly Freshsales), one of the best Pipedrive competitors that gives context into your leads, improves team productivity, and scales your business.
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Gartner Magic Quadrant 2019 - Sales Force Automation
G2 Crowd CRM Software Leader 2020
GetApp CRM Software Leaders 2019
Software Advice CRM Front Runners 2019
Disclaimer: Data as of 8th September 2020
© 2020 G2, Inc. All rights reserved. This data is based on their Grid® Report for CRM | Summer 2020. No part of this publication may be reproduced or distributed in any form without G2 Crowd’s prior written permission. While the information in this report has been obtained from sources believed to be reliable, G2 Crowd disclaims all warranties as to the accuracy, completeness, or adequacy of such information and shall have no liability for errors, omissions, or inadequacies in such information.
When it comes to managing contacts, accounts, and deals, both Freshworks CRM and Pipedrive hit the mark. Additionally, Freshworks CRM gives you the flexibility to manage leads and auto-assign them in a round-robin manner to your sales reps. It also allows you to customize your sales activities and use them to filter records, create reports, and automate actions using workflows.
Both Freshworks CRM and Pipedrive have a robust email management system. Additionally, Freshworks CRM allows you to create campaigns based on the recipient’s behavior and provides email engagement metrics for the same.
Both Freshworks CRM and Pipedrive have built-in phone functionality. Freshworks CRM goes one step further by allowing you to buy local and toll-free phone numbers, set welcome and voicemail messages, transfer calls, mask calls, and more making it one of the best Pipedrive alternatives.
Freshworks CRM’s AI-based lead scoring allows you to categorize your leads into hot, warm, and cold. You can assign scores by adding and subtracting points based on the prospect’s profile and their interaction with your company—their behavior on your website, in-app, and on email. Give your sales reps the means to focus their time and efforts to pursue the right leads using predictive contact scoring.
For effective sales engagement with prospects, you need context such as the pages they visited on your website and how they are using your app to strike the right chords and make meaningful conversations.
Freshworks CRM tracks your user’s behavior starting from their first touchpoint. You can not only see the pages they visited, but also how many times they did so, and what content they downloaded. It also offers the option to track user activities in your web app.
Both Freshworks CRM and Pipedrive have standard reports and dashboards, allowing you to create your own reports from scratch and export them.
Email, phone, and chat support are available across all the plans in Freshworks CRM. On the other hand, the Pipedrive customer service offers phone support only in the highest plan.
Note: Data as of 8th September, 2020
While talking to potential customers, your salespeople need context such as pages they visited, features adopted, emails opened and clicked, etc.
Freshworks CRM allows you to track a lead’s behavior on your website, in-app, and email, and also set lead scores based on these insights. This information gives your salespeople the context to make meaningful conversations with prospects and close deals faster.
Learn how your sales reps can sell better with context
When you scale your business by geography, business size, or product lines, you’d want to assign leads to the right territories. Moreover, you also want your salespeople to attend to the leads faster when they are warm and have a high intent to buy.
With Freshworks CRM, you can create a systematic sales territory management plan to organize your team and have leads automatically assigned to them in a round-robin manner, increasing the lead response time and also the chance of a conversion.
Learn more about lead assignment rules ->
When you’re looking for data points unique to your business, you want the freedom to deep dive and create insightful custom reports. The reporting feature in Freshworks CRM offers the flexibility to choose from more than 25 out-of-the-box reports to get started. Or, create your own advanced reports using data across different modules like the industry you are closing the most or the number of accounts you closed in a particular month. You can export reports as a CSV or PDF file, and even schedule it to be sent to your inbox at regular intervals.
Learn more about generating custom sales reports
Sales prospecting is one of the activities that eat up the majority of a sales rep’s time. And with Freshworks CRM, you can empower sales teams to accelerate productivity and automate this outreach process. The CRM software allows your sales teams to stay on top of follow-ups by setting up sales cadences—email sequences, call reminders, and follow-up tasks based on the recipient’s behavior.
Freshworks CRM also shares the performance of each email sequence - open, click, reply, bounce; an indicator; an indicator to check if your email subject line and copy resonated with your prospects, and improve your message where required.
Learn more about Sales Sequence
The biggest advantage of Freshworks CRM is that it is a part of the Freshworks suite of business software. So you get native integrations with customer support software (Freshdesk), modern messaging software (Freshchat), collaboration software (Freshconnect), and built-in phone software (Freshcaller). By integrating Freshworks CRM with the Freshworks suite of products, you can keep all your customer data in one ecosystem.
Learn more about Freshworks CRM's native integration
“We initially had Salesforce CRM but didn’t really use it. The instance was incredibly
complicated because it allows for so much customization that you end up doing nothing.
When we explored Freshworks CRM, the first thing I remember saying is,
okay, the interface is clean and simple.”
“Our team got up and running with Freshworks CRM unbelievably quickly. Using Smartforms, we’re able to generate over a thousand website leads a month without any manual intervention, which is a huge benefit.”
“We are now able to keep track of all our deals. We don’t lose track of them, or lose many deals because we haven’t paid attention to it.”
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