Customer relationship is a crucial aspect of business, and more so today in spite of movement restrictions for health precautions. Work still needs to be done and teams need to continue to collaborate. For businesses, it means opportunities, sales, and issues still need to be pursued.
Customer relationship management (CRM) systems like
HubSpot CRM and Freshworks CRM allow businesses to continue on so that sales are pursued and customers are served.
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Common CRM goals
CRM software is a modern system with automated features. Sales, marketing, and support teams are able to work less on repetitive, manual tasks and more on converting prospects into customers, serving their needs with the right products, and keeping them happy. This Hubspot CRM vs. Freshworks CRM comparison looks at common features as well as different approaches in providing teams smart ways to attract new customers and keep them interested enough to purchase products or services repeatedly.
CRM platforms provide several benefits, which includes providing:
- Centralized storage of extensive customer data
- History of communications and purchases by customers
- Automated data entry and task management
- Contact information organization and grouping
- Smart alerts and notifications regarding appointments, important dates, opportunities or issues
- Reports and forecasts
- Team communication
Different approaches
The HubSpot CRM approach
HubSpot CRM is an easy-to-use software that aims to help businesses thrive. It has regularly added new features to enable sales leaders, salespeople, marketers, customer service teams, operations managers, and business owners perform their jobs easier. The software includes automation and integration tools to help users be more efficient in their tasks and effective in their campaigns. It provides up-to-date information so they can track their performance and exert effort at the right occasion.
Contact management and other free tools
HubSpot CRM has a free contact management tool that lets users build views and run automated actions to manage contacts and data easily. The software also offers other free CRM tools that allows viewing of website activity data and organizing company details and communications in a single page. Users can store, track, manage and report on deals as well as tasks and activities that make up customer relationship. Other CRM features include prospects and company insights, Gmail and Outlook integration, issues ticketing, and customizable support form fields.
Sales team management
HubSpot CRM software allows users to organize their accounts by teams. They can rotate leads, sort through content, and report on each team’s performance. Automated workflows help streamline the sales process so teams can spend less effort on operational tasks. Sales analytics reports provide managers insight into the overall health of the sales pipeline so they can coach the team and improve outcomes. Other features include ready-to use and customizable reports, custom record layouts, and required fields.
Advanced enterprise features
The software can be used by a wide range of companies, from two-person startups to enterprises with thousands of employees. Workflows can be set to require approval for quotes. Users can manage and track recurring revenue and renewals. They can view detailed metrics on sales activity and performance on dashboards and create custom reports on sales activities to help make informed decisions. Other features include single sign-on, user roles, field level permissions, predictive lead scoring, call transcription, and playbooks.
The Freshworks CRM approach
Freshworks CRM, formerly
Freshsales, is a sales CRM that provides the central space for storing customer data and experience. It is highly customizable to adapt to how different teams work. The CRM software also includes several productivity tools to boost team efficiency, allowing them to sell more. One of its strengths is the built-in communication tools that enable them to engage the customer in different channels. It also offers automation, artificial intelligence, visual analytics, and pipeline management.
Contact and account management
Freshworks CRM allows users to easily view, add, update, and delete contacts and accounts. They can create custom lifecycle stages or the various stages that a contact goes through based on a company’s business process. They can also create marketing lists to group contacts for quick outreach. Contacts can be segmented based on demographic details and other attributes. An activity timeline records every engagement between the contact and the company. Other features include behavioral segmentation, the ability to bring offline events into the CRM, and automatic profile enrichment.
Built-in phone and other communication tools
Freshworks CRM includes a built-in cloud telephony tool so users can make calls directly from the CRM with a single click. The call logs, call notes, and other recordings can help communicate with prospects, follow up on previous conversations, and add context to conversations. Calls can also be transferred to colleagues with full context. Sales calls can be analyzed and improved, too. Other phone features include inbound caller ID, voicemails, call queues, conference calling, and holiday routing. In addition, it also has chat, mobile apps, and integration with SMS, Facebook Messenger, WhatsApp, and Apple Business Chat.
Freddy AI
The CRM software has a built-in artificial intelligence called Freddy AI that enhances productivity. It can help create lead generation bots to automate website chat messages as it collects visitor information. It can automatically enrich profiles of contacts from available social and public information. Predictive contact scoring helps users to prioritize contacts while detecting duplicate information. Other capabilities include out-of-office detection that reschedules tasks, appointments, and other activities automatically, as well as historical data analysis to provide deal insights.
HubSpot CRM vs. Freshworks CRM Summary
Both
HubSpot CRM and Freshworks CRM are highly rated and user-friendly CRM systems.
HubSpot CRM works best for businesses of all sizes, offering basic free tools that can be sufficient to small businesses, but also enterprise plans for large organizations. It is a modular software, with different plans for sales teams, marketing, customer service, and a new content management system plan, allowing users to purchase only the tools they need. Prices begin at $45 per month for a 2-user seat billed annually.
Freshworks CRM is a scalable solution that offers per user pricing. It has editions for sales teams, marketing teams, and an all-in-one solution, with different plans for each edition. The Growth plan is at $29 per user per month billed annually, which may be enough for startups. The software provides a feature-rich integrated telephony tool and other communication tools. The software is also highly customizable for a wide range of users, with a 14-day free trial period.
