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Freshsales

Freshsales Rating:
4/5

Features

  • Customer Experience & Support - 8/10
    8/10
  • Pricing & Value - 8/10
    8/10
  • Security - 8/10
    8/10
  • Innovation & Future-Proofing - 8/10
    8/10
8/10
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Details

Rating Breakdown

Our Rating: 4/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

Freshsales is part of the Freshworks suite of products for customer (client) engagement, designed to work together. The different apps include CRM, marketing automation, and more.

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Who Freshsales is For

Freshsales should be a good fit for systems-oriented small law firms that are able to take advantage of its rich-but-easy-to-use feature set. And the extra modules available a la carte as part of Freshworks may be especially attractive to firms that only want to pay for features they actually need, with the flexibility to add more later on.

Freshsales Features & Pricing

Website
 www.freshworks.com
Apps
  • Android
  • iOS
  • iPadOS
  • Web
Starting Price
 $12/user/month.
Free Trial
✓
Automated Workflows
A core feature of marketing automation software and many intake and CRM tools is the ability to automate workflows like follow-up emails after a potential client inquiry, pre-consult questionnaires, new client onboarding, and more.
✓
Appointment Scheduling
With appointment scheduling, you can connect your calendar and let potential clients pick consultation slots right from your website.
✓
Calendar Sync
Sync up your calendar so you can see associated appointments when viewing a potential client's record.
✓
Email Templates
Building out your marketing workflows is quicker and easier if you have templates to work from.
✓
Email Sync
Sync up your email account so you can see emails sent or received when viewing a potential client's record.
✓
Text Messaging
While email is a fairly standard part of most software, your clients may prefer text messaging. If so, you'll want to keep track of them in your software so you can see your conversations associated with potential clients.
✗
Document Templates
When it comes to intake questionnaires or engagement letters, a template can help get you up and running with your software more easily.
✗
eSignatures
Allow clients to sign and return documents quickly, using their computer or phone—but not a printer.
✗
Analytics
See reports like the number of clients in each stage of your marketing or intake process, or the return on investment from your various marketing investments.
✓
Software Integrations
  • G Suite
  • HubSpot
  • Mailchimp
  • Microsoft Office 365
  • PieSync
  • QuickBooks Online
  • Segment
  • Xero
  • Zapier

Additional Details about Freshsales

Everything sold separately. Freshworks offers a suite of 12 (as of this writing) products, all of which are sold separately. So while the individual prices are quite reasonable and you can get just what you need, the cost can escalate quickly if you need multiple products.

Freddy AI. Freshsales has an AI tool, called Freddy, that can help you with interactive tools like chatbots, but Freddy will also help you gain insight into your data in Freshsales, automate repetitive tasks, and even identify opportunities.

Page edited by the Lawyerist editorial team. Last updated May 19th, 2020.

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