Freshsales Review: CRM Software for Lawyers

Freshsales is a cloud based CRM that works on any modern browser. As such, it can be reached from virtually anywhere a user has an internet connection.

As of this review, Freshsales has three pricing tiers of Growth, Pro, and Enterprise that range from $15/user/month to $69/user/month (billed annually). It would appear, however, that the functions most law firms would need are only included in the Pro tier and above.

No, Freshsales does not directly integrate with any Law Practice Management Software. However, some savvy users may be able to sync their information using a third party application like Zapier.

Yes. Freshsales connects users with clients through multiple platforms including a website form, WhatsApp, Facebook Messenger, and even text messages.

Freshsales has built in workflows, sales sequences, and other project management functionality directly into the platform, although users may need to subscribe to the Pro tier or above in order to access it.

Yes. As a somewhat robust CRM, the app has relatively strong data insights. Most law firms will find that it can easily track their marketing efforts.

As of this review, Freshsales does not have a native credit card processor. However, they have integrations with Quickbooks, Xero, and PayPal. Additionally, most users would be able to set up LawPay payment links to accept payments from their clients.

As of this review, Freshsales does not integrate directly with Calendly. However, users could likely build a Zapier Zap to handle the sync of their information.

Freshsales would be good for solo attorneys who are looking to scale their practices soon. For most solos, however, it’s likely a bit much.

Yes. Users can set up automations that will send engagement letters to clients for their signature through the DocuSign integration.