Customer relationship management (CRM) solutions such as Apptivo CRM and Freshsales help businesses boost sales by improving customer relationships.
Apptivo CRM is a cloud-based suite of applications aiding businesses in over 193 countries as they foster customer relationships. Freshsales is an all-in-one sales CRM software that enables sales teams to get a more holistic view of their sales pipelines.
In this article, we’ll compare the features of Apptivo CRM and Freshsales to give you insight into what each CRM software can contribute to your business. If you want to explore more CRM solutions, use our Product Selection Tool. You can get a free list of up to five recommended CRM software vendors.
Apptivo CRM vs. Freshsales: An overview
Apptivo CRM is a customizable business solution that aims to provide a simple and straightforward way for sales professionals to keep track of customer relationships. This CRM software is best for SMBs but is still a popular choice for large-scale enterprises. Apptivo CRM offers a free plan and affordable paid plans. Its features include the following:
- contact management
- lead and opportunity management
- sales planning
- customer service ticket management
- campaign management
- project management
- mobile access
Freshsales, now called Freshworks, provides a lightweight and simple CRM solution for SMBs to attract, engage, close, and nurture their leads. Freshsales is best for small-to-medium businesses. This CRM has a free plan and offers mid-range prices. Freshsales has the following features:
- contact and account management
- email marketing
- opportunity and pipeline management
- marketing automation
- task and activity management
- territory management
- reporting and dashboards
- customer contract management
- campaign management
- lead management
- customer support
Apptivo CRM vs. Freshsales: Feature comparison
Apptivo CRM and Freshsales both have features for contact management, email campaign management, and mobile access.
Apptivo CRM’s contact management feature provides a centralized database where sales teams can access all contacts, eliminating time-consuming manual processes. This CRM feature allows users to store contacts, reminders, files, and communication history. The CRM software lets users upload contacts in bulk from any source through CSV files. Sales teams can also upload mass spreadsheets of customer data at once directly into the CRM system.
Freshsales’s contact management feature tracks all contacts’ communication, unifies data, and improves customer engagement. This CRM software has an Activity Timeline feature that provides a chronological view of the customer’s engagement with the business. Sales teams can view audience interactions such as website activities and email activities and gain complete visibility into their engagement with the brand. Users can set Lifecycle Stages based on where contacts are in their journey — a prospect, marketing/sales qualified lead, and customer. Users can also customize sub-stages based on the business process to map sales and marketing activities.
Email campaign management
With Apptivo CRM’s email campaign management feature, users can utilize drag-and-drop widgets to customize campaigns. Sales teams can create different lists for different campaigns that they want to run and perform targeted marketing. They can also relaunch a campaign that they’ve already run so they don’t waste time creating the same campaigns again and again. Users can schedule a campaign to be automatically launched at the optimal time.
The email campaign management feature from Freshsales allows businesses to create, design, and deliver email campaigns to build better customer relationships and improve conversions. Users can build emails from scratch easily with the CRM’s drag-and-drop editor. They can experiment with different styles and layouts to create emails that communicate better. Freshsales has a vast collection of templates that sales teams can use to create design-rich emails that complement messaging. Users can test emails on different devices before sending them out to their audience. They can preview their campaigns on desktop, mobile, or tablet modes to deliver attractive and responsive emails.
Apptivo CRM provides mobile access to users through the Apptivo All-In-One app. This mobile app brings the tools needed for customer management, project management, and invoicing into one customizable and integrated mobile solution. Users can manage their sales pipeline and track their projects from their Android or iOS devices on-the-go. The mobile app allows users to manage their customers and sales pipeline, send invoices and manage payments online, and dispatch resources to customer problems on-site and track the time and resources used.
Freshsales also has a native mobile application available to Android and iOS users. The Freshworks CRM mobile app enables users to be more productive by running the business from their phones. Users can view important notifications and overdue tasks and perform the best action right from the notification card. They can also engage with leads and customers through email or call and have it auto-logged to the right record. Users can get notified before each meeting and add a voice note to quickly and easily record meeting notes. They can track sales deals, update records, and manage their tasks and appointments, right from the mobile app.
Apptivo CRM has built-in integrations with tools for productivity, collaboration, eCommerce, file sharing, and website creation:
- Office 365
- Dropbox Business
Freshsales integrates with applications for collaboration, project management, file sharing, marketing automation, and accounting:
- Microsoft 365
- QuickBooks Online
The better CRM between Apptivo CRM and Freshsales
Apptivo CRM and Freshsales are two of the most widely-used CRM solutions around the world. Each CRM software has its own pros and cons that you might want to know before choosing the better CRM for your business.
Apptivo CRM’s built-in chat feature is one of its strengths as it facilitates immediate collaboration between users. The software is also user friendly and feature rich. On the downside, Apptivo CRM has limited integration possibilities. Additionally, since the CRM software has a lot of features, it can be overwhelming to learn at first.
Freshsales is easy-to-use, customizable, and intuitive. This CRM software also offers a broad range of integrations with useful apps. However, Freshsales offers limited reporting capabilities. The error logs from the CRM system can also be difficult to find.
If you are still uncertain, you can explore more CRM options using our Product Selection Tool.