Freshdesk CRM

What’s Freshdesk?

Freshdesk is a cloud buyer relationship administration (CRM) software program that’s developed for all enterprise sizes. Freshdesk’s USP primarily lies in the truth that it’s free for a vast variety of customers. Freshdesk is extraordinarily versatile, customizable, and configurable. With Freshdesk, customers can select from a spread of themes, handle escalations, and automate their workflows effectively.

Freshdesk leverages the built-in recreation mechanics for ticket help which permits customers to attain factors. Freshdesk comes with a spread of distinctive options which embrace an AI-powered chatbot, area service administration, and predictive help capabilities. Greater than 150,000 prospects amongst which worldwide firms reminiscent of Honda, Toshiba, and Hugo Boss use Freshdesk to create a seamless buyer help expertise for his or her prospects.

Vendor particulars

• Firm: Freshdesk
• Based in 2010
• Web site: https://freshdesk.com
• Nation of origin: India

Freshdesk CRM Options

Customization

Freshdesk’s CRM platform adapts to the best way a corporation or groups function. It’s a well-rounded CRM that completely matches into a corporation’s operational mannequin.

Customization options embrace:

• Custom-made gross sales actions

Customers can create personalized gross sales, check-in to conferences, monitor interactions, maintain a tab of calls, make notes, and extra.

• Customized fields

This characteristic permits customers to create customized fields reminiscent of checklists, system fields, date pickers, and extra to retailer essential info.

• Contact lifecycle levels

We’re all conscious that each contact goes by way of totally different levels of their lifecycle. This characteristic allows customers to outline their lifecycle levels consistent with the enterprise course of.

• Customized modules

Customized modules could be seamlessly created to seize knowledge that’s distinctive to a selected enterprise course of.

Productiveness

Freshdesk CRM features a vary of options that enhance workforce effectivity with automation. Customers can save precious time and increase productiveness by automating guide duties.

Productiveness options embrace:

• Gross sales sequences

With Freshdesk CRM,  customers can automate sequences of their gross sales actions reminiscent of sending SMSes, emails, calls and personalize shopper interactions.

• Workflows

With clever workflows, customers can automate essential duties and enterprise processes. It helps reduce guide dependency, improve gross sales, and save time.

• Process administration 

This characteristic permits customers to set reminders, create duties, and make appointments. It provides an outline of the upcoming duties on the dashboard and assists to capitalize on each alternative.

• Auto-assignment guidelines

Primarily based on the lead-routing rule, the CRM assigns results in gross sales brokers or representatives throughout totally different territories.

Communication

Customers can strengthen their relationship with prospects with multichannel communication.

Communication options embrace:

• E mail

Customers can synchronize their e mail inboxes with the Freshdesk CRM to handle, monitor, and ship emails.

• Cellphone

The CRM permits customers to make calls and in addition add context to them with recordings and name logs. Transferring calls to different members of the workforce with full context is simple.

• WhatsApp Enterprise

The Whatsapp integration permits customers to learn and reply to Whatsapp conversations from the CRM itself.

• Chat

The chat characteristic allows customers to interact with web site guests and forge relationships.

Advertising automation

Advertising automation is an absolute should in right now’s aggressive panorama. Automating advertising efforts helps customers interact their viewers with behavioral segmentation, end-to-end personalization, and automatic workflows.

Advertising automation options:

• Internet types

Customers can flawlessly seize and retailer customer info utilizing net types. Even somebody with a non-technical background can create new net types as no coding data is required.

• Advertising lists

Customers can curate new lists, import lists which were created, and section contacts on the premise of sorts of campaigns.

• Advertising journey builder

Freshdesk CRM makes it straightforward to create buyer journeys, automate e mail sequences, and implement autoresponders.

Freddy AI

The AI-powered CRM improves productiveness and performs an essential function in enabling smarter decision-making.

Options embrace:

• Predictive contact scoring

The cutting-edge AI know-how helps customers prioritize contacts as a rating is assigned to every contact on the premise of previous data and knowledge.

• Lead era bot

Customized bots could be arrange on the web site together with chat message automation to seize customer info from totally different periods, present precious content material and knowledge.

• Out-of-office detection

Freddy, an AI engine evaluates incoming alerts and messages when a consumer is just not out there. Rescheduling calls, emails, duties, and appointments have been simplified like by no means earlier than.

• Deduplication 

The AI engine actively searches, detects, and highlights duplicate leads saved within the CRM by matching knowledge reminiscent of cellular numbers, e mail addresses, or names.

Pipeline administration

Provides a 360-degree view of the offers within the pipeline by monitoring the variety of offers at every stage. Helps customers determine the essential offers and do away with rotten offers.

Pipeline administration options:

• Gross sales forecasting

Helps customers decide to a deal and set-up best-case estimates to make correct gross sales forecasts.

• Gross sales objectives

Gross sales objectives could be set on the premise of income and offers closed. Customers can set a time vary, monitor progress, and attain targets.

Analytics

Visible reviews present actionable insights with which groups can determine areas for enchancment.

Analytics options:

• Win-loss evaluation

This characteristic permits customers to achieve a good understanding of the gross sales efficiency. Gross sales traits and win-loss charges could be analyzed to make higher choices.

• Customized reviews

Customized reviews could be created in tune with the consumer’s necessities. Customers can outline the parameters which must be tracked, add widgets and charts, and create code-free reviews.

Freshdesk CRM Pricing

Freshdesk offers a spread of pricing plans to its prospects.

Sprout

Worth: Free for limitless customers

Contains:

• E mail ticketing
• Computerized ticket routing
• Workforce collaboration
• Data base
• Ticket pattern report

Blossom

Worth: $15/agent per 30 days

Contains the whole lot in Sprout plus

• Automation
• Collision detection
• Market apps
• Helpdesk in-depth report
• SLA administration
• Enterprise hours

Backyard

Worth: $35/agent per 30 days

Contains the whole lot in Blossom plus

• Time monitoring
• Multilingual data base
• Efficiency reviews
• CSAT surveys
• Session replay

Property

Worth: $49/agent per 30 days

Contains the whole lot in Backyard plus

• Computerized ticket task
• Customized roles
• Portal customization
• Enterprise reporting
• A number of SLAs and timezones
• Shared possession

Forest

Worth: $99/agent per 30 days

Contains the whole lot in Property plus

• IP whitelisting
• Talent-based ticket task
• Sandbox
• Datacenter location
• HIPAA compliance
• Extendable API charge limits

Property Omnichannel

Worth: $79/agent per 30 days

Forest Omnichannel

Worth: $139/month

Freshdesk CRM Execs and Cons

Freshdesk Integrations

Freshdesk could be built-in with a plethora of instruments and platforms.

• Agent productiveness: Google Analytics, Google Calendar, Microsoft Groups, and so forth.
• Bots and workflows: Slack, Workplace 365, Flock, and so forth.
• CRM, gross sales, and advertising: Salesforce, Zoho CRM, Hubspot CRM, and so forth.
• Chat and telephony: Google Hangouts, Whatsapp, Zoom V2, and so forth.
• E-commerce: Shopify, Paypal, Bigcommerce, and so forth.
• File sharing: Google Drive, Dropbox, OneDrive, and so forth.
• Reporting and analytics: Agent Ticket Tracker, AHT Plus, Google Analytics, and so forth.

Freshdesk Specs

Free trial: Sure

Deployment

• Internet-based, SaaS, Cloud
• Android
• iPhone/iPad

Gadgets supported

• Android
• Apple iOS
• Home windows

Coaching

• Academy
• Fundamentals coaching
• On-line
• Webinars
• Video tutorials
• FAQ

Typical prospects

Ticketing brokers working in companies of all sizes.

Freshdesk CRM Pricing

• Sprout: Free for limitless customers
• Blossom: $15/agent per 30 days
• Backyard: $35/agent per 30 days
• Property: $49/agent per 30 days
• Forest: $99/agent per 30 days
• Property Omnichannel: $79/agent per 30 days
• Forest Omnichannel: $139/month

Languages supported

Freshdesk CRM Assist

• Video library
• Data base
• Reside chat
• Buyer portal setup

Freshdesk CRM Options

What’s Freshdesk?

Freshdesk is a cloud buyer relationship administration (CRM) software program that’s developed for all enterprise sizes. Freshdesk’s USP primarily lies in the truth that it’s free for a vast variety of customers. Freshdesk is extraordinarily versatile, customizable, and configurable. With Freshdesk, customers can select from a spread of themes, handle escalations, and automate their workflows effectively.

Freshdesk leverages the built-in recreation mechanics for ticket help which permits customers to attain factors. Freshdesk comes with a spread of distinctive options which embrace an AI-powered chatbot, area service administration, and predictive help capabilities. Greater than 150,000 prospects amongst which worldwide firms reminiscent of Honda, Toshiba, and Hugo Boss use Freshdesk to create a seamless buyer help expertise for his or her prospects.

Vendor particulars

• Firm: Freshdesk
• Based in 2010
• Web site: https://freshdesk.com
• Nation of origin: India

Freshdesk CRM Options

Customization

Freshdesk’s CRM platform adapts to the best way a corporation or groups function. It’s a well-rounded CRM that completely matches into a corporation’s operational mannequin.

Customization options embrace:

• Custom-made gross sales actions

Customers can create personalized gross sales, check-in to conferences, monitor interactions, maintain a tab of calls, make notes, and extra.

• Customized fields

This characteristic permits customers to create customized fields reminiscent of checklists, system fields, date pickers, and extra to retailer essential info.

• Contact lifecycle levels

We’re all conscious that each contact goes by way of totally different levels of their lifecycle. This characteristic allows customers to outline their lifecycle levels consistent with the enterprise course of.

• Customized modules

Customized modules could be seamlessly created to seize knowledge that’s distinctive to a selected enterprise course of.

Productiveness

Freshdesk CRM features a vary of options that enhance workforce effectivity with automation. Customers can save precious time and increase productiveness by automating guide duties.

Productiveness options embrace:

• Gross sales sequences

With Freshdesk CRM,  customers can automate sequences of their gross sales actions reminiscent of sending SMSes, emails, calls and personalize shopper interactions.

• Workflows

With clever workflows, customers can automate essential duties and enterprise processes. It helps reduce guide dependency, improve gross sales, and save time.

• Process administration 

This characteristic permits customers to set reminders, create duties, and make appointments. It provides an outline of the upcoming duties on the dashboard and assists to capitalize on each alternative.

• Auto-assignment guidelines

Primarily based on the lead-routing rule, the CRM assigns results in gross sales brokers or representatives throughout totally different territories.

Communication

Customers can strengthen their relationship with prospects with multichannel communication.

Communication options embrace:

• E mail

Customers can synchronize their e mail inboxes with the Freshdesk CRM to handle, monitor, and ship emails.

• Cellphone

The CRM permits customers to make calls and in addition add context to them with recordings and name logs. Transferring calls to different members of the workforce with full context is simple.

• WhatsApp Enterprise

The Whatsapp integration permits customers to learn and reply to Whatsapp conversations from the CRM itself.

• Chat

The chat characteristic allows customers to interact with web site guests and forge relationships.

Advertising automation

Advertising automation is an absolute should in right now’s aggressive panorama. Automating advertising efforts helps customers interact their viewers with behavioral segmentation, end-to-end personalization, and automatic workflows.

Advertising automation options:

• Internet types

Customers can flawlessly seize and retailer customer info utilizing net types. Even somebody with a non-technical background can create new net types as no coding data is required.

• Advertising lists

Customers can curate new lists, import lists which were created, and section contacts on the premise of sorts of campaigns.

• Advertising journey builder

Freshdesk CRM makes it straightforward to create buyer journeys, automate e mail sequences, and implement autoresponders.

Freddy AI

The AI-powered CRM improves productiveness and performs an essential function in enabling smarter decision-making.

Options embrace:

• Predictive contact scoring

The cutting-edge AI know-how helps customers prioritize contacts as a rating is assigned to every contact on the premise of previous data and knowledge.

• Lead era bot

Customized bots could be arrange on the web site together with chat message automation to seize customer info from totally different periods, present precious content material and knowledge.

• Out-of-office detection

Freddy, an AI engine evaluates incoming alerts and messages when a consumer is just not out there. Rescheduling calls, emails, duties, and appointments have been simplified like by no means earlier than.

• Deduplication 

The AI engine actively searches, detects, and highlights duplicate leads saved within the CRM by matching knowledge reminiscent of cellular numbers, e mail addresses, or names.

Pipeline administration

Provides a 360-degree view of the offers within the pipeline by monitoring the variety of offers at every stage. Helps customers determine the essential offers and do away with rotten offers.

Pipeline administration options:

• Gross sales forecasting

Helps customers decide to a deal and set-up best-case estimates to make correct gross sales forecasts.

• Gross sales objectives

Gross sales objectives could be set on the premise of income and offers closed. Customers can set a time vary, monitor progress, and attain targets.

Analytics

Visible reviews present actionable insights with which groups can determine areas for enchancment.

Analytics options:

• Win-loss evaluation

This characteristic permits customers to achieve a good understanding of the gross sales efficiency. Gross sales traits and win-loss charges could be analyzed to make higher choices.

• Customized reviews

Customized reviews could be created in tune with the consumer’s necessities. Customers can outline the parameters which must be tracked, add widgets and charts, and create code-free reviews.

Freshdesk CRM Pricing

Freshdesk offers a spread of pricing plans to its prospects.

Sprout

Worth: Free for limitless customers

Contains:

• E mail ticketing
• Computerized ticket routing
• Workforce collaboration
• Data base
• Ticket pattern report

Blossom

Worth: $15/agent per 30 days

Contains the whole lot in Sprout plus

• Automation
• Collision detection
• Market apps
• Helpdesk in-depth report
• SLA administration
• Enterprise hours

Backyard

Worth: $35/agent per 30 days

Contains the whole lot in Blossom plus

• Time monitoring
• Multilingual data base
• Efficiency reviews
• CSAT surveys
• Session replay

Property

Worth: $49/agent per 30 days

Contains the whole lot in Backyard plus

• Computerized ticket task
• Customized roles
• Portal customization
• Enterprise reporting
• A number of SLAs and timezones
• Shared possession

Forest

Worth: $99/agent per 30 days

Contains the whole lot in Property plus

• IP whitelisting
• Talent-based ticket task
• Sandbox
• Datacenter location
• HIPAA compliance
• Extendable API charge limits

Property Omnichannel

Worth: $79/agent per 30 days

Forest Omnichannel

Worth: $139/month

Freshdesk CRM Execs and Cons

Freshdesk Integrations

Freshdesk could be built-in with a plethora of instruments and platforms.

• Agent productiveness: Google Analytics, Google Calendar, Microsoft Groups, and so forth.
• Bots and workflows: Slack, Workplace 365, Flock, and so forth.
• CRM, gross sales, and advertising: Salesforce, Zoho CRM, Hubspot CRM, and so forth.
• Chat and telephony: Google Hangouts, Whatsapp, Zoom V2, and so forth.
• E-commerce: Shopify, Paypal, Bigcommerce, and so forth.
• File sharing: Google Drive, Dropbox, OneDrive, and so forth.
• Reporting and analytics: Agent Ticket Tracker, AHT Plus, Google Analytics, and so forth.

Freshdesk Specs

Free trial: Sure

Deployment

• Internet-based, SaaS, Cloud
• Android
• iPhone/iPad

Gadgets supported

• Android
• Apple iOS
• Home windows

Coaching

• Academy
• Fundamentals coaching
• On-line
• Webinars
• Video tutorials
• FAQ

Typical prospects

Ticketing brokers working in companies of all sizes.

Freshdesk CRM Pricing

• Sprout: Free for limitless customers
• Blossom: $15/agent per 30 days
• Backyard: $35/agent per 30 days
• Property: $49/agent per 30 days
• Forest: $99/agent per 30 days
• Property Omnichannel: $79/agent per 30 days
• Forest Omnichannel: $139/month

Languages supported

• English
• Spanish
• French
• German
• Chinese language
• Japanese
• Dutch
• Greek
• Russian
• Italian
• Spanish
• Arabic

Freshdesk CRM Assist

• Video library
• Data base
• Reside chat
• Buyer portal setup

Freshdesk CRM Options

• Salesforce Sales Cloud
• Keap
• Zoho CRM
• Quickbase CRM
• Salesdash CRM
• Funraise
• vcita
• kvCORE
• OmnipriseCRM
• Gazelle
• SanityOS
• Magentrix
• IBM SmartCloud Management Desk
• Hubspot Marketing Hub
• Ontraport