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About Freshsales

Freshsales Review: CRM Software for Lawyers

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Lawyerist Rating for Freshsales

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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.

4/5

Overview
Featured Rating

What is Freshsales?

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.

Starting Cost: $18/user/month (billed annually)

Pros
  • Marketing Add-on
  • Affordable
  • Automations
Cons
  • Limited LPMS Integrations
  • Not Legal Specific
  • Not Turn-key
Overview
Featured Ratings

Freshsales Review: CRM Software for Lawyers Features

Customer Experience & Support

/5

Price & Value

/5

Security

/5

Innovation & Future-Proofing

/5

Overview
Featured Rating
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Freshsales Review: CRM Software for Lawyers Video

Compare with Other Intake CRM Products Download the Field Guide

Product Details

Apps
  • Android
  • iOS
  • iPadOS
  • Web
Software Integrations
  • Microsoft Office 365
  • G Suite
  • Mailchimp
  • Segment
  • HubSpot
  • Zapier
  • PieSync
  • QuickBooks Online
  • Xero
  • Slack
  • DocuSign

Core Features

For Intake CRM, the following are essential features, and you should therefore expect to see a check in every box in this section.

Yes
No

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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.

Client Portal

Communicate with clients, exchange documents, and provide clients with secure, real-time information on the status of their case. Client portals can set the tone with clients from the beginning.

Compare Freshsales Similar Products

Select another product to compare:

Freshsales

4/5

freshsales logo
Pros
  • Marketing Add-on
  • Affordable
  • Automations
Cons
  • Limited LPMS Integrations
  • Not Legal Specific
  • Not Turn-key

Lawmatics

4.6/5

Lawmatics CRM logo
Pros
  • Automations
  • Integrations
  • Marketing Tracking
Cons
  • Not Turn-key
  • Lacks PI Integrations
  • Expensive
Read Lawmatics Review

Clio Grow

4.3/5

Clio Logo
Pros
  • Integrates with Clio Manage
  • Broad Appeal
  • Great for Solos
Cons
  • Not for PI Intake
  • Limited LPMS Integrations
  • Lacks Marketing Tracking
Read Clio Grow Review

Law Ruler

4.4/5

Law Ruler Logo
Pros
  • Broad Appeal
  • Great for Solos
  • Marketing Add-on
Cons
  • Limited LPMS Integrations
  • No Appointment Scheduling
  • Not Turn-key
Read Law Ruler Review

Frequently Asked Questions

Where can I use Freshsales?

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.

What is the price of Freshsales?

As of this review, Freshsales has four pricing tiers of Free, 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.

Does Freshsales integrate with my Law Practice Management Software?

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.

Does Freshsales have client forms for my website?

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

Does Freshsales have project or task management?

Freshsales has built in workflows, sales sequences, and other project management functionality directly into the platform. While the Growth tier offers some workflow tools, users may need to subscribe to the Pro tier or above in order to access all workflow features.

Can Freshsales track my marketing efforts?

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.

Can I accept online payments with Freshsales?

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.

Does Freshsales integrate with Calendly?

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. Additionally, the Freshworks Marketplace offers a Calendly Portal app compatible with Freshsales Suite. The app offers a 21-day free trial, after which, it’s priced at $5/user/month.

Is Freshsales good for solos?

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.

Can I send engagement letters through Freshsales?

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

Additional Details about Freshsales

Everything Sold Separately

Freshworks offers a suite of 10 (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.

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.

Not sure where to begin? Download our Field Guide

Take the guesswork out of researching, purchasing, and implementing the right legal tech products and services for your law firm. Our Field Guide answers your essential questions and breaks down the features most important to your business, so you can buy with confidence.

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