Freshsales CRM (Best for automation and AI-based insights)

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via Freshworks Freshsales CRM focuses on providing tools that simplify lead management and communication.

The lead scoring system helps sales teams prioritize leads, while integrated email and phone support features make it easy to communicate with customers directly from the platform. This means you don’t have to switch through multiple internal and external communication tools.

Best Features of Fresh Sales CRM
View customer interactions, including social profiles, website engagement, customer touchpoints, and more, in one place
Use Freddy, your AI assistant, to analyze and learn from historical data and customer activities and gain insights
Gain actionable insights with in-depth analytics tools, create custom reports, and schedule them to be delivered to your inbox
Limitations of Fresh Sales CRM
It lacks advanced automation features such as arithmetic operations and relative field comparisons.
The task management system does not provide an overview for managers to australia accountant email list keep track of team members' tasks
Fresh Sales CRM Pricing
Free
Growth: $11/month per user
Pro: $47/month per user
Enterprise: $71/month per user
Freshsales CRM Reviews & Ratings
G2: 4.5/5 (1,200+ reviews)
Capterra: 4.5/5 (600+ reviews)
8. Insightly (Best for easy-to-read analysis and reporting)
Insightly combines customer relationship tools with project tracking features

via Insightly Insightly combines customer relationship tools with project tracking features. This makes it a good choice for teams that want to manage customer relationships and associated tasks in a single platform.

Plus, it helps you break down silos by making data available to all stakeholders.

The best features
Direct, assign, and route leads while customizing project management objects, fields, and phases
Design a convenient customer support dashboard with Insightly Service, which offers knowledge management, ticketing, and reporting capabilities
Create and track sales pipelines, empowering remote teams with your mobile CRM app
Small limitations
Lacks advanced search options, leading to confusion
The integration window may fall short for companies using specialized tools