Agile CRM vs. Freshsales

Comparing two CRMs: Agile CRM vs. Freshsales

When choosing between two fully-featured CRMs, you need to know which one has the features that work for you. We compare Agile and Freshsales to help you find the perfect fit.

Agile CRM and Freshsales are two well-known CRM systems widely used by different businesses all around the world.

Agile CRM is designed to help small to mid-sized companies improve their customer relationships. Freshsales can take care of CRM needs for both small and enterprise-sized organizations.

We compare the features of Agile CRM and Freshsales to help you reach a decision in choosing the better CRM for your business. Short on time? Use our Product Selection Tool to get a free shortlist of CRM software recommendations, fast.

A quick overview of Agile CRM vs. Freshsales

Agile CRM can cater to the needs of any small to mid-sized organization. It has features for contact management, mobile access, leads management, reporting, communication, email management, appointment scheduling, deals management, dashboards, and telephony. Agile CRM offers a free plan for small teams of up to ten members and has low-end pricing plans.

Freshsales is a CRM software from Freshworks and was launched in 2011. This CRM has features for lead management, deal management, email management, event tracking, telephony, sales reports, workflow management, and mobile access. Freshsales also has affordable pricing plans and offers a free trial for 21 days.

Read also: The 11 Best CRM Software Vendors of 2020

Comparing features

Both Agile CRM and Freshsales have features for contact management and telephony as well as mobile applications. Here’s how each CRM software handles these features:

Contact management

With the contact management feature in Agile CRM, you can store all contacts in a centralized system accessible to all users. Keep track of all your customers and prospects, including their interests, behaviors, and interactions with your product. You can also access communication history, interests, social media profiles, lead scores, points of engagement, and tasks related to a contact. The contact management feature lets you view complete histories of contact activity including emails, web content viewed, and social media activity. You can sync up to three email accounts to your Agile CRM account.

Freshsales contact management lets you access your contacts’ social media profiles and identify customer interactions including website visits, product interactions, and scheduled appointments. This feature saves time in manually researching relevant contact data because once a contact is added into the CRM, social profile information and pictures are automatically updated into their  profile. Freshsales also has SmartForms, which lets you add contacts as new leads whenever they fill out a web form. You can monitor and record the visitors on your website as sales leads, and you can group them according to their engagement with your brand or site.

Telephony

Agile CRM has a built-in telephony feature that allows users to make and receive calls from the CRM. This CRM also has call automation capabilities like automatic follow-up emails and call forwarding. You can also create personalized greetings for incoming callers and store detailed call histories for each of your contacts with call information. The system keeps call recordings and call logs, sending regular email reports about team calls to managers.

The telephony feature in Freshsales lets you make calls from within your sales CRM. This Freshcaller-powered feature purchases local and toll-free numbers for any country and state. You can assign the numbers to your sales reps or territories, so they can start talking to prospects with a local number. This telephony feature shows you recent activities, call logs, call notes, and call recordings. You may also view all your phone conversations, add notes, schedule tasks, make appointments, and add phone numbers as a new lead or contact enters the system. Freshsales telephony feature lets you personalize welcome and voicemail messages, too.

Mobile application

Agile CRM offers a mobile application for Android and iOS devices. The mobile app lets you stay connected with your team and business on-the-go. The Agile CRM mobile app has the same important features as the computer-based software version of Agile CRM such as contact management, deal management, telephony, appointment scheduling, project management, gamification, marketing automation, email tracking, email marketing, and feedback management.

Freshsales also has a mobile application that comes with telephony and email capabilities, event tracking, and lead scoring. You can access your customer data and track your sales pipeline from your device. The mobile app lets you track the location of your meeting from your calendar, add leads, contacts, accounts and deals, and modify deal stages. The Freshsales mobile app is available for both iOS and Android devices.

Integrations

Agile CRM can integrate with numerous apps and solutions for website creation, marketing automation, accounting, online payment, integration, and eCommerce. Some of the integrations for Agile CRM are:

  • WordPress
  • Mailchimp
  • Shopify
  • FreshBooks
  • Stripe
  • Zapier

Freshsales has integrations for helpful tools and platforms for collaboration, file sharing, marketing, customer service, integration, appointment scheduling, and accounting. Here are some of the integrations Freshsales supports:

  • HubSpot marketing
  • Xero
  • Zapier
  • Calendly
  • Freshdesk
  • Office 365
  • G Suite

Agile CRM or Freshsales?

Agile CRM and Freshsales are both excellent solutions, which can make it hard to choose one over the other.

If you have a small team with 10 or fewer people, Agile CRM might be the better choice because of its free version. Agile also offers gamification features that encourage friendly competition among your team members. On the other hand, Freshsales lets you purchase local and toll-free numbers for any country and state and assign them your sales reps, which can potentially broaden your audience and increase sales.

Want to explore more options? Use our Product Selection Tool to get a free shortlist of CRM software recommendations for your needs.

Further Reading

Not seeing the features you need from your next CRM? Let TechnologyAdvice recommend software that fits your needs.

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