Back to Top

About

Freshsales

freshsales logo

Lawyerist Rating for Freshsales

i

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

Product Details

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

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

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.

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.

Freshsales Community Reviews

0

Based on 1 Rating

0
0
0
0
0
Write a Review

Leave a Review

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.

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.

Ipad featuring field guide pdf

Learn the Latest from Our Partners and Community