Freddy AI for CX
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By Use Case
Use Freshsales to get better context about your leads, improve your productivity, and scale your business
Gartner Magic Quadrant 2019 - Sales Force Automation
G2 Crowd CRM Software Leader 2019
GetApp CRM Software Leaders 2019
Software Advice CRM Front Runners 2019
Start with a small plan and move up seamlessly as your business grows.
Get access to the right features that suit your business at an economical price.
Get free, 24/5 support over phone, chat, and email, regardless of the plan.
“Over time, Insightly seemed like a basic contact management system, and it didn’t offer much to improve our sales practice. After a while, we practically used it as nothing more than a database. We didn’t really know all the features we needed until we discovered Freshsales. So many new and beneficial features, like email tracking and lead scoring (which was entirely new and fascinating). The bulk editing within the application is a huge time-saver for our campaigns.”
“For a business like ours with an anticipated high-velocity sales, you only want to make a sales CRM decision once. We explored multiple CRMs before choosing Freshsales. Pipedrive had limited capabilities; we weren’t able to easily track our customer journey end-to-end and spot our best leads. Salesforce was way too complex in addition to being expensive. With Freshsales, the interface is straightforward, we get deeper visibility into our sales pipeline and we’re able to generate powerful reports — in one hassle-free package.”
“With Freshsales reporting features, we’ve cut down the time taken to generate reports by 60%. Using the sales CRM, we’re able to generate reports anytime and summarize information 10X faster than before. This has immensely improved our productivity. The deal pipeline in Freshsales is also extremely advantageous. Its quick access features—sort, filter, drag and drop, phone, email, tasks—are helping us close deals faster.”
Both Freshsales and Insightly offer a freemium plan, but Freshsales’ free CRM beats the competition. Here’s why: Freshsales 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 Freshsales 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 Freshsales free unlimited plan
Sales prospecting is one of the activities that eat up the majority of a sales rep’s time. And with Freshsales, you can automate this outreach process. Freshsales 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, Freshsales 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 Freshsales 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 Freshsales 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 Freshsales 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 Freshsales 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. Freshsales 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 Freshsales and Insightly hit the mark. But, Freshsales stands out by giving you unlimited users and unlimited record storage. Freshsales 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 Freshsales and Insightly have an email management system. But, when it comes to seamless communication and feature capabilities, Insightly has limitations. Freshsales, 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, Freshsales has it.
Although Freshsales and Insightly have phone functionalities — Freshcaller and Insightly Voice respectively — Freshsales 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 Freshsales allows you to choose and buy local and toll-free numbers from over 50 countries, helping you establish a local presence.
Freshsales’ 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 Freshsales.
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. Freshsales 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 Freshsales and Insightly allow you to create reports and dashboards, Freshsales 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 Freshsales 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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