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HIPAA Compliance Software vs Freshsales Comparison

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Overview

The Guard, by Compliancy Group, is a cloud-based HIPAA compliance software that helps compliance officers with security risk...

Category Leaders

Freshsales is a cloud-based salesforce automation software designed to help businesses manage leads, customer engagement,...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$

15

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.8

5

4

3

2

1

10

2

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

5

4

3

2

1

342

107

20

4

7

  • Value for money
  • Ease of use
  • Features
  • Customer support
96%
would recommend this app

Pros

I now have a better understanding of HIPAA as well as my staff and have the confidence I have been looking for.

BS

Beth S.

I found it to be very organized. It is time efficient and I appreciate that when it comes to things like this.

AR

Anonymous Reviewer

What I like most about this software was the ease of use and how fast we were able to implement this program into our medical practice.

JD

Jenny D.

Pros

With freshsales the user will know more tools to evaluate potential customers. Freshsales has an excellent communication, which we highly recommend to handle sales opportunities.

Brendan T.

The best thing we like is the interoperability of freshsales with our helpdesk (freshdesk). The synchronization of activity helps us keep track of the issues our customers have had with our products.

FQ

Farhan Q.

Freshsales does an excellent job giving you a tool to manage your sales pipeline, and what makes it better is that it connects right in and seamlessly works with your help desk.

James C.

Cons

Any issues that others had were due to user error.

AR

Anonymous Reviewer

There were only a few set backs that were due to user error, not the program.

AR

Anonymous Reviewer

Cons

Error logs were nearly impossible to find and though the log is supposed to be included on the email showing the errors it wasn't. Support couldn't figure it out either.

Shaun D S.

Horrible at talking to people and trying to fix problems.

CF

Craig F.

Th reporting system is really bad. You cannot rely on if it is giving you the right report.

AR

Anonymous Reviewer

  • Vendor responds to reviews
  • Last review3 years ago
  • Vendor responds to reviews
  • Last review14 days ago

Key features

  • Total features30
  • AB Testing
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Management
  • Appointment Scheduling
  • Archiving & Retention
  • Audience Targeting
  • Audit Management
  • Auto-Responders
  • Automated Routing
  • Behavior Tracking
  • Behavioral Analytics
  • CAN SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call List Management
  • Call Management
  • Call Recording
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Case Notes
  • Cataloging/Categorization
  • Chat/Messaging
  • Claims Management
  • Client Management
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Management
  • Data Security
  • Data Visualization
  • Docket Management
  • Document Management
  • Document Storage
  • Documentation Management
  • Drag & Drop
  • Drip Campaigns
  • Duplicate Detection
  • Dynamic Content
  • EMR/EHR
  • Element Analytics
  • Email Campaign Management
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Calendar
  • Event Logs
  • Event Triggered Actions
  • FAQ
  • Field Sales Management
  • For Healthcare
  • For Sales Teams/Organizations
  • Forecasting
  • Funnel Analysis
  • HIPAA Compliant
  • Heatmaps
  • Historical Reporting
  • Image Library
  • Inbox Management
  • Incident Management
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • List Management
  • Live Chat
  • Location Tracking
  • Marketing Automation
  • Marketing Calendar
  • Mobile Access
  • Mobile Optimized Emails
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Location
  • Multi-Physician
  • Multivariate Testing
  • OSHA Compliance
  • Opportunity Management
  • Patient Intake
  • Patient Portal
  • Patient Records Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Policy Training
  • Process/Workflow Automation
  • Project Management
  • Project Tracking
  • Prospecting Tools
  • Real Time Notifications
  • Referral Tracking
  • Relationship Tracking
  • Remediation Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Assessment
  • Risk Management
  • Role-Based Permissions
  • Routing
  • Sales Analytics
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sarbanes-Oxley Compliance
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Source Tracking
  • Spam Blocker
  • Split Testing
  • Statistical Analysis
  • Status Tracking
  • Summary Reports
  • Task Management
  • Team Assignments
  • Team Management
  • Template Management
  • Templates
  • Territory Management
  • Test Scheduling
  • Third Party Integrations
  • Time Tracking
  • Vendor Management
  • Version Control
  • Visual Analytics
  • Visual Editor
  • WYSIWYG Editor
  • Web Forms
  • Website Analytics
  • Website Integration
  • Website Visitor Tracking
  • Workflow Management
  • Total features144
  • AB Testing
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Management
  • Appointment Scheduling
  • Archiving & Retention
  • Audience Targeting
  • Audit Management
  • Auto-Responders
  • Automated Routing
  • Behavior Tracking
  • Behavioral Analytics
  • CAN SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call List Management
  • Call Management
  • Call Recording
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Case Notes
  • Cataloging/Categorization
  • Chat/Messaging
  • Claims Management
  • Client Management
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Management
  • Data Security
  • Data Visualization
  • Docket Management
  • Document Management
  • Document Storage
  • Documentation Management
  • Drag & Drop
  • Drip Campaigns
  • Duplicate Detection
  • Dynamic Content
  • EMR/EHR
  • Element Analytics
  • Email Campaign Management
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Calendar
  • Event Logs
  • Event Triggered Actions
  • FAQ
  • Field Sales Management
  • For Healthcare
  • For Sales Teams/Organizations
  • Forecasting
  • Funnel Analysis
  • HIPAA Compliant
  • Heatmaps
  • Historical Reporting
  • Image Library
  • Inbox Management
  • Incident Management
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • List Management
  • Live Chat
  • Location Tracking
  • Marketing Automation
  • Marketing Calendar
  • Mobile Access
  • Mobile Optimized Emails
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Location
  • Multi-Physician
  • Multivariate Testing
  • OSHA Compliance
  • Opportunity Management
  • Patient Intake
  • Patient Portal
  • Patient Records Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Policy Training
  • Process/Workflow Automation
  • Project Management
  • Project Tracking
  • Prospecting Tools
  • Real Time Notifications
  • Referral Tracking
  • Relationship Tracking
  • Remediation Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Assessment
  • Risk Management
  • Role-Based Permissions
  • Routing
  • Sales Analytics
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sarbanes-Oxley Compliance
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Source Tracking
  • Spam Blocker
  • Split Testing
  • Statistical Analysis
  • Status Tracking
  • Summary Reports
  • Task Management
  • Team Assignments
  • Team Management
  • Template Management
  • Templates
  • Territory Management
  • Test Scheduling
  • Third Party Integrations
  • Time Tracking
  • Vendor Management
  • Version Control
  • Visual Analytics
  • Visual Editor
  • WYSIWYG Editor
  • Web Forms
  • Website Analytics
  • Website Integration
  • Website Visitor Tracking
  • Workflow Management

Integrations

  • Total integrationsN/A
  • Authorize.net
  • FreshBooks
  • Magento Commerce
  • Mailchimp
  • Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations85
  • Authorize.net
  • FreshBooks
  • Magento Commerce
  • Mailchimp
  • Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier