When Freshworks launched its first product—Freshdesk in 2011 and customer count began to grow, we decided to purchase a cloud-based CRM. Our requirements were straightforward—a place for our small sales team to store 5000+ contacts and integrate our sign up form into the CRM to automatically add new leads. After some research, we purchased one of the leading CRM systems in the market.
In addition to the expensive plan, we endured a complex and bulky setup to get it to work the way we wanted it to. From email tracking to automation, our sales team was juggling between 4-5 different tools. This was a hassle and a waste of our time. Soon we learned there had to be a better way.
So we set out to build our CRM.
The goal was to create a user-friendly, full-fledged CRM and remove the need for sales reps to wander around applications to get their work done. Since we launched, the reviews have been pouring in. Here’s a quick look into what some of our customers have to say about using Freshsales for their business.
The user interface is one of the essential elements of a good CRM system. Freshsales is easy to learn and use, and puts the emphasis on selling. We strongly believe that simplicity is genius. So when you choose Freshsales, you choose an easy and intuitive interface that drives adoption and improves productivity.
What good is a CRM to you if you can’t customize it to suit your business? With Freshsales CRM, you can customize customize the contact and accounts details page, giving you the flexibility to highlight and summarize the fields that are important for your business.
You can also customize form fields and layout across modules, create custom views and filters, and even customize multiple sales pipelines. That’s just the gist; there’s more you can do to make the CRM yours.
“Freshsales (formerly Freshworks CRM) helps us prioritize and focus on our opportunities. We’re able to customize our pipeline, from deal stages to filters, unique to our business process. Other CRMs did not allow us to do this as intuitively and flexibly as Freshsales (formerly Freshworks CRM) does.”
For startups and small businesses, the cost of implementing CRM can put a strain on budgets during the early stages. Freshsales' free forever plan hosts a wide array of features to help kick start your new business. And, as your business scales, move to a higher plan that suits you; and your CRM can scale along with you.
Routine work can take up a lot of your time. For sales teams, getting more done in less time is a serious need. Automations in Freshsales do just that for you. From lead assignment to email campaigns, automate tasks in every step of your sales process.
“Being a startup, we wanted to use the best tool and not an old cumbersome one. Freshsales (formerly Freshworks CRM) automated multiple business interactions through integrations and helped organize our sales process. A next-gen CRM like Freshsales (formerly Freshworks CRM) was the one for our team.”
A quick summary of all the basic information such as name, social media profiles, recent conversations, recent activities, appointments, and more.
With Freshsales' visual pipeline, identify deals you need to focus on for each day. Just drag and drop deals to change their status. Spot bottlenecks and work towards closing the deal.
Get in-depth sales analytics via reports. Identify your star performers, find out potential sales areas, understand and analyze lost deals from within the CRM.
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