Freshsales

Freshsales helps us track leads and deals and automate outreach in one CRM. It includes chat campaigns, sales sequences across email, phone and SMS, and contact scoring. Its Freddy AI assistant helps score leads and suggest next actions.

It looks well suited to small teams. A free plan for up to 3 users is reported, and there is a 21-day free trial. Reviewers like the built-in phone, chat and SMS features.

TechRepublic lists Growth at about $9, Pro at $39 and Enterprise at $59 per user per month billed annually, with a free plan for up to 3 users. Prices change, so please confirm on the vendor pricing page. Some features, such as workflows, are not in the free plan.

We could run sales sequences, website chat campaigns, contact scoring, quotes with e-signing through Dropbox Sign, and use phone, chat and SMS. Freddy AI helps segment contacts and recommend engagement actions. We could not confirm which AI features are in each plan.

It helps rather than replaces. Sequences, scoring and AI suggestions save time, but people still hold the conversations and close deals.

A review notes an integration with Dropbox Sign for quoting and flags limited integration with Google's suite as a drawback. We could not confirm the wider list, so check the vendor site for the tools we use.

Reviewers flag limits such as only six reports per dashboard and capped Google integration. We should check reporting needs and which features sit behind higher plans. Use the trial to test it with our real data.