Freshsales Detailed Feature Comparison : Freshsales Classic

CATEGORY

FEATURE

DESCRIPTION

FRESHSALES

FRESHWORKS CRM SALES CLOUD

FRESHWORKS CRM MARKETING CLOUD

FRESHWORKS CRM CUSTOMER-FOR-LIFE CLOUD

Sprout (Free)

Blossom

Garden

Estate

Forest

Free

Growth

Pro

Enterprise

Free

Growth

Pro

Enterprise

Free

Growth

Pro

Enterprise

Pricing

Annual (per user, per month)

$12

$25

$49

$79

$29

$59

$99

$19

$59

$99

$29

$69

$125

Monthly (per user, per month)

$19

$35

$65

$35

$69

$119

$25

$69

$119

$35

$85

$149

Number of base contacts

Not Applicable

100

500

100

1000

3000

5000

Number of users

Unlimited

Billed based on number of 'Marketing Contacts'. Not per user.

Unlimited

Contact and Account Management

Marketing Contacts

Subset of uploaded contacts that are actively being used as a part of the marketing modules - segmentation, journeys, and emails

100

500

100

1,000

3,000

5,000

Contact Management

Create and manage list of qualified contacts. Get complete context with Activity Timeline and 360°profile view. Create tasks, appointment, and notes for each contact

Yes

Account Management

Manage the information of companies that you are doing business with it. Build account hierarchy, manage and get 360° view of the related contacts and associated deals of a company

Yes

Contact Lifecycle Stages

Include standard or custom stages to represent how far a contact has moved through the buying journey

Yes

Marketing Lists

Consolidated set of mailable contacts that can be included in marketing campaigns

Yes

Basic Segmentation

Create segments based on contact fields and email activity

Yes

Behavioral Segmentation

Create segments based on audience behavior and their activities like page visits, form submissions, or set up custom events like cart abandonment

Yes

Filters Custom Views

Create filters to view a select set of data based on any field values. Save them as custom views for instant access

Yes

Activity Timeline

Get a chronological view of all customer engagement with your business, including email activities, subscriptions, page views, form actions, unsubscribe, etc., and filter contacts based on them

Yes

Offline Events

Add leads collected from offline events like trade shows and conferences to the contact database. Further, segment and nurture these leads using Behavioral Segmentation, Journey Builder, and other marketing automation capabilities

Yes

Sales and Marketing Activities

Tasks, Appointments, and Notes

Create follow-up tasks, schedule and track appointments, and record notes for every lead, contact, account, and deal in the CRM

Yes

Custom Sales Activities

Create new sales activities that are specific to your sales process

Yes

Activity Home Dashboard

View all your upcoming appointments and to-do lists right on logging-in

Yes

Sales and Marketing Home Dashboard

View all tasks and to-do lists for sales and marketing teams

Yes

CRM Customization

Custom Fields: Basic

Create new fields and modify existing fields, bucket them into different groups / sub-groups to suit every business

Yes(10)

Yes(100)

Yes(300)

Yes

Advanced CRM Customization

Create, rearrange, delete groups/sub-groups; rename default fields; mark fields as read-only or unique and hide or re-order fields

Yes

Profile avatar for Contact/Account

Upload an image for your records to make it easy to identify them in the CRM

Yes

Custom Modules

Create additional modules relevant to your business

Yes

Yes (Limit 10)

Rename Modules

Change the name of the default modules in Freshworks CRM to suit the commonly used terms in your business

Yes

Merge Records

Merge multiple records into one record to eliminate duplicate information

Yes

Clone Records

Duplicate records by creating clones of an existing record

Yes

Text-based search that can index data based on input

Yes

Record Tags

Create unique identifiers to label one or many records and access them instantly

Yes

Email Template Tags

Tag sales Emails Templates for easy access

Yes

Auto-assignment Rules for Contacts, Accounts, Deals

Specific conditions that need to be satisfied for an entity to be assigned to a user

Yes

Yes (Limit 50)

Yes (Limit 100)

Yes (Limit 50)

Yes (Limit 100)

Auto-profile Enrichment

Automatically update lead, contact, and account with a social profile and generic information publicly available on the internet

Yes

Workflows

Define actions that are automatically triggered when predefined conditions are met

Yes (10)

Yes (25)

Yes(100)

Yes (Limit 20)

Yes (Limit 50)

Yes (Limit 100)

Yes (Limit 20)

Yes (Limit 50)

Yes (Limit 100)

Time-based Workflows

Execute Workflows on a daily, weekly, monthly basis at a specified time for all records

Yes

Product Catalog

Create a list of products or services, set your pricing scheme, and add them automatically to your deals

Yes

Sales Pipeline Management

Deal Management

Create, manage, and track the progress of deals using a Visual Sales Pipeline

Yes

Visual Sales Pipeline

A visual sales pipeline to manage and track the progress of deals with a timeline view

Yes

Multiple Sales Pipelines

Create multiple custom pipelines to suit your sales processes. Visualize, track, and manage deals specific to each pipeline separately

Yes

Rotten deals

Set an age for the deal pipeline to surface deals when the chances of winning diminish, i.e., when the deal rots

Yes

Weighted pipeline

Assign weights/values to every stage in the deal pipeline to determine the chances of deal closure and forecast revenue

Yes

Sales Goals

Assign goals to your account users and track their performance on each goal

Yes

Sales Forecasting

Forecast revenue and future sales for specific time periods

Yes

Multi-currency

Create and handle deals in multiple currencies

Yes

Sales Teams

Define teams with multiple users and perform actions like assigning territories, sending reports, or scheduling appointments

Yes

Yes (Limit 50)

Yes (Limit 100)

Yes (Limit 50)

Yes (Limit 100)

Deal Teams

Include multiple users to work on the same deal

Yes

Contextual Collaboration with Slack

Use Slack right from the CRM to collaborate with different stakeholders on a deal

Yes

Email Marketing Campaigns

Create email campaigns from scratch with the drag-and-drop email builder/choose from 150+ templates/upload your own HTML email template file

Yes

Drag-and-drop Email Editor

WYSIWYG Email Editor to design email campaigns from scratch

Yes

Remove 'Freshworks' from Footer

To remove the line "Powered by Freshworks" from the footer in your emails

Yes

Email Limits

Build your email lists and organize them in one place

200

10x

200

10x

Email Templates

A repository of 150+ email templates that can be tweaked and sent as part of marketing campaigns

Limited (20)

100

500

Limited (20)

100

500

Upload your Own Template

Upload HTML/CSS email templates into FW CRM

Yes

Email Personalisation (Merge Tags)

Personalize messages with your recipients’ name, address, and other details using Merge Tags. Merge Tags are smart tags that pull data directly from your mailing list into your email message

Yes

Timezone-based Delivery

Schedule email campaigns for the time zone at which you wish to send to your contacts

Yes

Multiple Footers in Campaign

More than one Footer address can be configured using Freshworks CRM. Any one of the addresses can be set as Primary address at a time

Unlimited

Email Personalisation (send for Diff Segments/lists in One Campaign)

Design and send multiple variations of the same Email Campaign to different lists or segments in one go

Yes

Reply Tracking

Forward replies to the 'Reply-to address' specified on the email config tab for Email Campaigns and Journey Emails

Yes

Email Campaign Scheduling

After creating your campaign, you can send it immediately, or you can schedule sending for a future date and time

Noo

Yes

Noo

Yes

Subscription Center

An organized list of subscription types for your subscribers (contacts) to manage their email preferences

Folders

Organize your List, Journeys, Journey Emails, and Bulk Campaigns into folders for easy access

Yes

Transactional Emails

Transactional email is a type of email that’s triggered by user action on a website. Some common examples of transactional emails include order shipment confirmations, account activation emails, password resets, invoices and receipts, and welcome emails

Yes

Email Deliverability

Custom Domains

Enable a private/white-labeled login URL for your account

Marketing Journey Builder

Popups

Easily create engaging lead capture popup forms to attract new leads

2 (Have FW branding)

Unlimited

2 (Have FW branding)

Unlimited

Webhooks

Call an external API via webhooks. Technical support may be needed

Basic

Adv

Basic

Adv

Active Journeys

Journeys that have been activated, display "ACTIVE" under journey status

100

Journey Templates

Set up the Journey by selecting one of the many pre-built workflow templates available

Yes

Journey Emails

Emails included in various journeys can be found under "Journey Emails" under "Campaigns" on the left nav

Yes

Timezone-based Delivery

Schedule marketing journeys for the time zone at which you wish to send to your contacts

Yes

Behavioral Targeting (Custom Event-based Trigger)

Custom events have to be pre-defined. On their occurrence, segment users based on their actions, run personalized campaigns or automate drip campaigns

Yes

Internal Notification

Set up internal notifications to notify stakeholders about pre-set conditions like "new lead", etc.

Yes

Sales Blocks in Journeys

Type of action blocks in Journeys to add/update contacts directly from the Marketing Journeys

Yes

Adding Delays

Add delay blocks based on your contacts data, wherever necessary in the journey, to avoid overwhelming customers with too many emails.

Adv

Split Traffic

Split traffic into multiple routes to track which route performs better in a journey

Yes

Scheduling a Journey

Set the exact time for customer journeys to set off. The status of the journey will display "Scheduled"

Yes

Multiple Journey Entry

Multiple journey trigger blocks can be used in the Journey Builder

Yes

Journey Config Checker

A complete review of every block of the journey before it is published (Activated)

Yes

Live Tracking

View the number of contacts that have entered, exited, or are active at each step of the Journey

Yes

Notification Center

In-app Notifications

Recieve notifications related to lead assignment, emails, pending or upcoming tasks, new feature update in the CRM, and more in-app

Yes

Email Notifications

Recieve notifications related to lead assignment, emails, pending or upcoming tasks, new feature update in the CRM, and more via email

Yes

Mobile Push Notifications

Recieve notifications related to lead assignment, emails, pending or upcoming tasks, new feature update in the CRM, and more in the Mobile App

Yes

Desktop Notifications

Recieve notifications related to lead assignment, emails, pending or upcoming tasks, new feature update in the CRM, and more in desktop

Yes

Data Administration

File Storage

Storage of all documents or attachments stored in Freshworks CRM

1 GB/user

2 GB/user

5 GB/user

100 GB/user

2GB (per user)

5GB (per user)

100GB (per user)

2GB (per user)

5GB (per user)

100GB (per user)

Data Import and Export

Import/export contacts, accounts, deals, tasks, appointments, notes, and others

Yes

Migration from other CRMs

Transfer data from other CRMs into Freshworks CRM

Yes

Audit Logs

A chronological sequence of entries that capture configuration changes made in the Freshworks CRM by all users

Yes

Recycle Bin

Restore deleted files or records from the recycle bin

Yes

Sales Emails

Conversations View including Awaiting Response

The Conversations tab lists all the email and phone conversations users have had with their prospects and customers

Yes

Two-way Email Sync

Enable the sync between Inbox and Sent folders of your mail client with Freshworks CRM

Yes

Team Inbox

Redirect incoming emails from the Sales address (sales@yourcompany.io) to Freshworks CRM with an auto-forward option, which will create New Contacts. These emails can be accessed by all users in your account

Yes

Email Forwarding

Auto-forward all emails that are sent to your work email address to the Freshworks CRM Team inbox and create them as contacts in the CRM if required

Yes

Personalized Bulk Emails (Manual)

Send personalized bulk emails from within the CRM that can be tracked and scheduled to be sent later. Customize individual emails that are part of the Bulk Email campaign and send personalized emails to recipients

Yes

Sales Sequences (per user)

Setup automated campaigns to send personalized emails, add follow-ups, and call reminders. Track the effectiveness of the campaign and follow up with prospects based on their behavior

Email Subscriptions

Give contacts an option to unsubscribe themselves from your mailing list, which will automatically mark these contacts as DND and stop further emails to them

Yes

Bulk Email Metrics

Track open, click, bounce, response, and unsubscription rates for the Bulk Emails sent from Freshworks CRM

Yes

Email Scheduling

Schedule emails for the date, time, and time zone at which you wish to send it to your contacts

Yes

Email Templates

Create pre-formatted templates to send the most common emails, personalize it using placeholders, and include attachments. Templates can also be shared with other users in your Freshworks CRM account

Yes

Freshsales Detailed Feature Comparison

Modified on: Thu, 17 Jun, 2021 at 5:29 PM