Both Freshsales and Outreach allow you to manage leads, contacts, accounts, and deals. But, Freshsales is a step ahead as it gives you the flexibility to customize your CRM as you expand your business across geographies, business sizes, or product lines by creating sales territories. You can create a systematic sales territory management plan to organize your team, auto-assign leads in a round-robin, assign phone numbers to territories, transfer calls to territories, limit territory access, and more. Freshsales also allows you to upload files from the computer or link files from Google Drive, Dropbox or any publicly available source, and share them with your team.
Outreach, on the other hand, has an option to auto-assign leads, but it lacks the functionality to upload and manage files.
|Manage leads, contacts, accounts, deals|
|Auto enrich profiles|
|Create sales territories|
|Upload and manage files|
Both Freshsales and Outreach have a robust email management system. But, when it comes to feature capabilities, Outreach 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.
|Send sales campaigns|
|Create behavior-based sales campaigns|
|View into emails awaiting a response|
|Track and schedule emails|
|Email integration via IMAP|
|Personalized email templates|
|View shared inbox for sales emails|
Pipeline Management in Freshsales gives you a visual representation of the deals across stages. The CRM also allows you to create multiple sales pipelines, each with a different set of deal stages. So your inside sales reps, AEs, and customer success teams can use one platform for selling, and yet manage separate pipelines for their sales operations. Freshsales also has the flexibility to call and email prospects right from the pipeline view, and track tasks and appointments using color-coded icons.
Outreach allows you to manage deals, but it lacks the capability to create multiple sales pipelines for different teams.
|Visual sales pipeline|
|Create multiple sales pipelines|
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.
Outreach lacks the functionality to score leads by property and behavior on your website, in-app and email.
|Score leads by property|
|Score leads by website, in-app, and email activities|
While both Freshsales and Outreach have standard reports and dashboards, Freshsales gives you the flexibility to create custom reports by using data across all modules. The CRM not only gives you the flexibility to create reports based on sales activities—email, phone, tasks, and appointments—but also advanced reports like sales velocity reports, sales cycle reports, etc.
|Cross module reporting|
Note data as on Jan 01, 2019
“The welcome emails never existed before Freshsales. You can sign up on our website and you wouldn’t receive a single thing from us. This went on for 10 years. Freshsales turned things around.”
“Overall, with Freshsales (formerly 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 Freshsales (formerly 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.”
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