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G2 Crowd CRM Software Leader 2021
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Software Advice CRM Front Runners 2021
CRITERIA |
|
PIPEDRIVE CRM |
|---|---|---|
| G2 rating | ||
| Trial period |
21 days |
14 days |
| Payback period |
7 months |
9 months |
| Average months to go-live |
0.7 months |
0.8 months |
| NPS score |
83 |
50 |
| Leads, contacts, accounts and deal management | ||
| Custom sales activities | ||
| Sales sequences | ||
| Built-in phone | ||
| Lead scoring | ||
| Website, in-app and lead tracking | ||
| Custom reports & dashboards | ||
| Free email and chat support | ||
| Free phone support across all plans |
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 Freshsales and Pipedrive hit the mark. Additionally, Freshsales 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.
Freshsales lets you rearrange the contact and account details page, offering the flexibility to highlight information that matters to your business the most.
COMPARISON |
|
| Manage leads, contacts, accounts and deals | ||
| Auto profile enrichment | ||
| Sales territory management | ||
| Auto lead assignment | ||
| Custom sales activities |
Both Freshsales and Pipedrive have a robust email management system. Additionally, Freshsales allows you to create campaigns based on the recipient’s behavior and provides email engagement metrics for the same.
COMPARISON |
|
| 2-way email sync | ||
| Email templates | ||
| Send bulk emails | ||
| Schedule emails | ||
| Send sales campaigns | ||
| Bulk email metrics |
Both Freshsales and Pipedrive have built-in phone functionality. Freshsales 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.
COMPARISON |
|
| Built-in phone system | ||
| Manual and auto log call | ||
| Call record | ||
| Buy local numbers | ||
| Record voicemails | ||
| Call mask, transfer, and forward |
Freshsales' 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 email. Give your sales reps the means to focus their time and efforts to pursue the right leads using predictive contact scoring.
COMPARISON |
|
| Score by lead property | ||
| Score by website, in-app, and email behavior |
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.
Freshsales 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.
COMPARISON |
|
| Track website visitors | ||
| Track web application events |
Both Freshsales and Pipedrive have standard reports and dashboards, allowing you to create your own reports from scratch and export them.
COMPARISON |
|
| Standard reports | ||
| Customize standard reports | ||
| Export reports | ||
| Export dashboard | ||
| Standard & custom dashboard | ||
| Schedule reports & dashboard |
Email, phone, and chat support are available across all the plans in Freshsales. On the other hand, the Pipedrive customer service offers phone support only in the highest plan.
COMPARISON |
|
| Email support across all plans | ||
| Chat support across all plans | ||
| Phone support across all plans |
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.
Freshsales provides a 360𝆩 view and tracks lead behavior on your website, in-app, and email, and also set lead scores based on these insights. It gives a quick summary of all lead information in one screen, that allows your salespeople to engage in contextual selling and close deals faster.
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 Freshsales, 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.
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 Freshsales 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 them 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 Freshsales, 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.
Freshsales 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 Freshsales 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 Freshsales with the Freshworks suite of products, you can keep all your customer data in one ecosystem.
“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 Freshsales (formerly Freshworks CRM), the first thing I remember saying is, okay, the interface is clean and simple.”
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