close up laptop with dashboard of freshworks crm

It’s no secret that big data is revolutionizing the way businesses do work. And the same is true whether you operate in the B2C or the B2B model. But how can you keep all that information in an organized and valuable manner?

What you need is a customer relationship management (CRM) software program. And if you’re confused about where to start, don’t worry, we’ve got you covered.

Keep reading to see our complete and honest review of the Freshworks CRM company and how their software can fill your needs.

[Considering a Virtual Assistant?]

notebook showing "crm" on desk enefits of zoho crm with virtual assistants

Why You Need a B2C CRM

The role of B2C CRMs is distinctly different from their B2B counterparts. That’s why it’s essential to have a tool that works for your business rather than trying to MacGyver a solution. Your customer journey and lifecycle are different and shorter than the B2B model, and you need a program that can work for you and your needs.

As you grow your customer relationships, you might find that you have notes and reminders in several locations. Keeping them all straight can be a nightmare. But with the right program, you can keep all your customer information in one central location.

Some other great benefits of using a customer management tool include:

  • Understand your customers better
  • Increase efficiency in your workflow
  • Customize and personalize your marketing campaigns
  • Make better decisions based on sound customer data and behavior analytics

As you can see, there are many critical benefits to using a customer relationship management software program for your B2C business. Now let’s dive into one great program that can revolutionize the way you interact with, and sell to, your customers.

What Is Freshworks CRM?

The Freshworks platform offers several different programs to help businesses grow. Their CRM program rates are incredibly high amongst business owners for several reasons. First, they provide a powerful program that gives you a unique birdseye view of your entire customer database that helps your sales and marketing departments nurture better leads and thus leading to more sales conversions.

The Freshworks solution offers large and small businesses alike a valuable platform to build your sales pipeline and increase your revenue and bottom line. Freshworks allows your marketing team to score your leads, so your sales team knows who to focus on when they nurture those leads.

Freshworks is an easy-to-use program while still offering robust features and reports to help your business run smoothly and efficiently.

How Much Is Freshworks CRM?

Like many cloud-based SaaS programs, the Freshworks CRM pricing tier is based on a per-user and per month basis. So, as a smaller company, you won’t have to pay as much to utilize this fantastic program. And as you grow, you know that your platform will grow with you, so you don’t have to worry about switching later.

At the time of this writing, there are currently three pricing tiers for you to choose from. These include:

1. Growth at $29/User/Month When Billed Annually

Some of the great features offered at this price level include:

  • Up to 1,000 marketing contacts
  • Up to 20 workflows
  • Five sales sequences to nurture your leads and contacts
  • Built-in phone and email
  • Custom reports and dashboards

This great starter package still allows you many premium features such as creating list segments and sending bulk emails.

2. Pro at $69/User/Month When Billed Annually

The features at this price level include the same as Growth along with increased customer and workflow capacity.

  • Up to 3,000 marketing contacts
  • Up to 50 workflows
  • Ten sales sequences
  • Set up sales teams and goals

As the size of your team grows, Freshworks will grow alongside you and your business. Your ability to expand your sales teams and develop sales goals for your team will ensure continued growth at the Pro level.

3. Enterprise at $125/User/Month When Billed Annually

This level will allow you to take your marketing and customer service to the next level with robust reports and data forecasting. Again, you get all the same features as the above levels, along with increased customer database volumes.

  • 5,000 marketing contacts and above
  • 100 workflows
  • 25 sales sequences
  • Advanced metrics and forecasting insights

For heavy users and fast-growing teams, this premium level gives you all the bells and whistles. Additionally, you will be assigned a dedicated account manager at the Enterprise level to assist you when needed.

[Considering a Virtual Assistant?]

can a virtual assistant help me with my crm


Get the Most From Your CRM

The Freshworks CRM program is an excellent choice for many businesses. However, to truly get the most from any customer management tool, you need to use it. And if you and your team don’t have the time to add one more thing to your plate, even the best program won’t do you any good.

That’s why you should work with a professional who offers a Freshworks CRM service to help you. Then, when you bring on a virtual assistant, you can double your team’s capacity without adding to your overhead. And when you work with a Freshworks expert, you won’t have to worry about learning the program before you train your assistant.

So, to get the most from your Freshworks CRM program and to scale your business to the next level, you need to work with an expert to help you get the job done right.

Our Honest Freshworks CRM Review

The Freshworks CRM is popular for many reasons. And businesses are jumping at the chance to use it to scale their businesses. However, if you’re not sure the best way to implement it for your team, then you should consider working with an outside expert.

Don’t go it alone any longer. Give us a call today to see how we can help you get the most from this tool so you can nurture your leads and improve your sales for your business.


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