Home > CRM Software > Freshsales > Freshsales vs PipelineDeals

Freshsales vs PipelineDeals

Last Updated: November 18th, 2024

Our analysts compared Freshsales vs PipelineDeals based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots

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Product Basics

Freshsales is a cloud solution suitable for small and medium businesses across different industry verticals. Being one of the sales management and customer engagement offerings from Freshworks, it provides comprehensive features for managing leads and deals. Capabilities include a chronological timeline view of customer journey, AI-based lead scoring, built-in one-click phone, and native mobile apps for Android and iOS devices.

Designed to serve small and midsize businesses, PipelineDeals is equipped with sales-focused features, enabling sales teams to automate redundant tasks and nurture relationships with customers. With an intuitive user interface, it helps set up scalable processes, resulting in improved productivity and increased profitability.

Deal management and sales acceleration tools expedite the sales cycle, and help set and track targets. A sales dashboard offers a 360-degree view of performance status, while lead management capabilities help streamline lead generation and nurturing. Customizations ensure enhanced experience and expanded functionality.

$9/User, Monthly, Freemium

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$29 Annual, monthly, quote-based

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Tailored to your specific needs

Small

Medium

Large

Small

Medium

Large

Windows

Mac

Linux

Android

Chromebook

Windows

Mac

Linux

Android

Chromebook

Cloud

On-Premise

Mobile

Cloud

On-Premise

Mobile

Product Assistance

Documentation

In Person

Live Online

Videos

Webinars

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Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Product Insights

Detailed Pipeline Data: Access detailed sales pipeline information by tracking multiple deals where different products are sold. Create up to ten custom pipelines, with the option to import pipelines from other CRMs.
Personalized Responses: Establish a personal connection with customers with customized voicemail messages. Either type messages that are converted to audio or record and upload the voicemail messages directly to the platform.
Free Version: Includes 24x5 email, chat, and phone support, and access to deals, accounts, leads, mobile apps and contacts. Available forever for unlimited users, and especially beneficial for small businesses.
Part of the Freshworks Product Suite: Enhance capabilities and promote seamless data flow across multiple apps by integrating Freshsales with other Freshworks products. Tools include marketing automation, help desk, chat, project management, phone system and collaboration to achieve a fully unified software suite.
Accurate Phone Activity Reports: Track the actual number of outgoing calls made by each sales rep across a specific period by generating shareable charts and tables.
Real-Time Visitor Activities: Monitor website visitors’ activities in real time by using Javascript, PHP, Ruby, Java and Python libraries.
Multi-Language Support: Offers 34 languages, including Arabic, Latvian, Romanian, Indonesian, English, Vietnamese and more.

Improves Business Outcomes: Get detailed visibility into customer accounts to nurture relationships, recognize upsell opportunities and grow business. Also, manage project details, key deliverables, deadlines and milestones.
Supports Collaboration: Team-centric accounts enable knowledge transfer across teams, ensuring collaborative strategizing.
Grants Full Pipeline Control: Track multiple sales workflows accurately, gain control of pipelines with visual reporting, track each deal's progress and view activities in real time using a visual sales pipeline. Map, record and see every stage of a sale using these details.
Streamlines Lead Management: Gain efficiency by having all the information required to track the progress of each lead. Facilitate better communication, faster responses, sharing of real-time updates with team members and customizable status tracking.
Optimizes Selling: Maximize pipeline opportunities with the ability to see when leads are at risk and know which items are most important to prioritize. Make informed business decisions with this visibility.
Enables Efficient Sales Processes: Guide sales reps and set objectives for them using team management tools. Eliminate delays, confusion and redundancy by designing a framework for collaborative sales efforts and organizing the collective knowledge of the team.

Smartforms: Automatically create new leads after visitors sign up on a web form, providing data from social media profiles, photos and activities on the website.
360-Degree Customer View: Access customers’ social profiles, products bought, website, interactions and appointments from a single screen.
Velocity Reports: View the time required to convert qualified leads into customers and understand the stages in which sales reps are stuck.
Revenue Analytics: Identify star performers, successful campaigns and leading territories using detailed revenue metrics.
Push Notifications: Push notifications are sent whenever a new lead, task or deal is assigned to users and also offer reminders of upcoming meetings.
Custom Reports: Track sales managers’ performance and sales figures using custom reports with tables and charts. Schedule reports to be delivered on a given date.
Auto Profile Enrichment: Automatically enriches leads, contacts and accounts with their social and publicly listed information such as photos, company details and social profiles.
Email Tracking: Real-time notifications on email opens and clicks facilitate prompt responses and optimize marketing efforts.
Deal Status: Understand deal status in a better way by tracking deal value and the number of deals under review.
Visual Sales Pipeline: Locate deals across stages and get a better view of the pipeline by sorting and filtering.
Third-Party Integrations: The Marketplace provides third-party apps that can be integrated with Freshsales. Connect with Google Sheets, MailChimp and more via Zapier.
Mobile App: With Android and iOS apps, record voice notes, move leads through pipeline stages, check in to meetings, view calendar, log calls and receive notifications.

Automation: Sales reps can free up time to engage leads across multiple channels and increase sales by adding efficient workflows. With suggested next steps and activity reminders, they can focus on the most valuable tasks. It’s also possible to share progress reports across teams as leads move through the pipeline leading to closed deals.
Reporting: Actively measure business health through data-driven reports that are shareable across teams. Comparison charts show which team members and lead types bring in the most revenue, as well as the success of business deals over the lifecycle. Track team performance, types of deals acquired and custom data points.
Email Sync: Save time and streamline workflows by managing emails in the sales pipeline. A complete history of sales communication is viewable in an easy-to-filter place so that fewer deals are missed out on.
Mobile App: Manage sales pipeline while on the go using Android and iOS apps. Sales-focused features include:

Smart search
Talk-to-text records
Real-time notifications
Tasks and calendars
One-click activity notes
A mobile business card scanner
Nearby geolocation

SuperShare: Enhance productivity and enable faster deal closing by letting users collaborate from the dashboard in real time and add activities to deals. Grant access and share deals with outside partners.
Customization: Boost the sales process by customizing details based on unique business needs. Customize field names, choose which data to see first, assign permissions to team members, prioritize important customer details and use templates. The system color and theme can also be changed to match company branding.
Integrations: Integrates with popular software including Mailchimp, Google apps, Outlook, Excel, QuickBooks, Zapier, Paycove, Help Scout, ActiveDemand and more.

Product Ranking

#8

among all
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#36

among all
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Analyst Rating Summary

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User Sentiment Summary

93%

of users recommend this product

Freshsales has a 'excellent' User Satisfaction Rating of 93% when considering 1954 user reviews from 6 recognized software review sites.

87%

of users recommend this product

PipelineDeals has a 'great' User Satisfaction Rating of 87% when considering 1475 user reviews from 5 recognized software review sites.

5.0 (19)

5.0 (14)

4.7 (792)

4.3 (842)

4.55 (535)

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4.7 (448)

4.4 (605)

4.7 (102)

4.0 (1)

4.1 (58)

3.5 (13)

Awards

Synopsis of User Ratings and Reviews

Ease of Use: 97% of reviews talking about usability noted the system is user-friendly.

Interface: The user interface is simple, fast and can be navigated easily, as observed by 96% of reviewers who mention this feature.

Lead Management: According to 90% of users who talk about this feature, it helps generate, track, upload, convert, research and organize leads effectively.

Contact Management: The system helps store client information efficiently and find data quickly, as reported by 94% of users who reference this feature.

Configuration: 80% of reviewers who mention configuration asserted the system is easy and quick to set up.

Ease of Use: The system is simple to navigate and user-friendly, as observed by 97% of reviewers who mention usability.

Organized Data: According to 95% of reviewers who talk about this feature, it’s easy to look for information about deals, companies, clients and more very quickly in a centralized place.

Deal Management: This feature helps organize deals, track clients, make notes, manage priorities, and offers immediate view of deal status and reminders for timely follow-up, as observed by every user referencing it.

Customization: It’s easy to customize, according to more than 85% of reviewers who talk about this feature.

Customer Support: The support team is helpful and responds quickly, according to 92% of reviewers mentioning the aspect.

Price: Although a free plan is available, it doesn’t include a lot of options, and adding advanced features gets expensive, according to 65% of reviews referencing cost.

Technical Glitches: Every user who talks about this aspect observed there are quite a few technical issues with APIs, migration and more.

Technical Glitches: Every user mentioning this aspect noted the platform has issues with contact deletion, sifting through older notes and more.

Interface: The interface is unappealing and needs improvement, as noted by 75% of reviewers.

Search: Every user referencing search felt the process isn’t effective, as accurate results aren’t displayed even when using exact titles.

Slow Loading: Every user talking about this aspect noted the system becomes slow or tends to hang at times, such as when switching pages.

Suitable for SMBs, Freshsales provides easy-to-use tools for sales management, customer engagement and lead management. Its hassle-free configurations and intuitive interface are some standout features noted by reviews. Users also appreciate its ability to manage customer information efficiently and its broad lead management capabilities. However, the free plan doesn’t include useful features, adding advanced features gets costly and there are some technical issues that hinder usability. While integrations with other Freshworks products and Zapier are helpful, important third-party integrations such as LinkedIn and Hubspot are missing. Overall, it has a lot to offer and can be a good choice for smaller operations.

Equipped with sales-focused features, PipelineDeals enables sales teams to automate redundant tasks and nurture relationships with customers. The system is easy to navigate and customize, and the support team is very responsive, as noted by most reviewers. It also helps manage deals and client information efficiently. However, it suffers from technical glitches, and tends to hang at times. Reviews also observed that the search process isn’t accurate and that the interface needs improvement. Overall, the system is a good fit for small and mid-sized businesses looking for efficient deal management.

Screenshots

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FAQ

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