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Business Plan Pro vs Freshworks CRM Comparison

Overview

Business Plan Pro is the fastest, easiest way to create a business plan. It is used by over 50% of Fortune 500 companies....

A complete CRM for high-velocity sales teams with integrated phone and email, user behavior tracking and lead scoring

  • 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

Screenshots

Pricing

Starting from
$159.95
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$29.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5.0

(1)

5

4

3

2

1

1

0

0

0

0

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

5

4

3

2

1

348

107

17

4

7

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

Pros

Not enoughreviews yet

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.
Freshsales has been a great tool to gain visibility into my lead flow and deal pipeline. The software is easy to learn, has excellent deal visibility and a great reports module.
We have amazing customer service and FreshSales helps us do so. The notes, the deals, the appointments we can set, is all helpful tools to keep our business on track.

Cons

Not enoughreviews yet

Cons

The opt-out option for mail receivers automatcally renders that client as unqualified and will not be disturbed by mistake anymore.
Worst still, I have to follow up on the ticket since the support never proactively tells you the status of your ticket. Never opt for Freshsales! what a rip off and time waste.
I got someone to pay for a year and they only pay me for a month at a time. I was told because they could cancel but the subscription is nonrefundable.
  • Vendor responds to reviews
  • Last reviewN/A
  • Vendor responds to reviews
  • Last review18 days ago

Key features

  • Total features2
  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Appointment Management
  • Automated Sales
  • Automatic Notifications
  • Behavior Tracking
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Call Recording
  • Campaign Planning
  • Charting
  • Chat
  • Collaboration Tools
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Custom Fields
  • Custom Forms
  • Customer Database
  • Customizable Reporting
  • Customizable Templates
  • Data Import
  • Data Import/Export
  • Data Visualization
  • Drag & Drop Interface
  • Duplicate Detection
  • Email Distribution
  • Email Integration
  • Email Marketing Management
  • Email Templates
  • Email Tracking
  • Event Calendar
  • Event Logs
  • Filtered Views
  • Follow-up Scheduling
  • Forecasting
  • History Tracking
  • Inbox Management
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Scoring
  • Mobile Integration
  • Multi-Channel Communication
  • Multi-Currency
  • Opportunity Management
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Project Notes
  • Project Tracking
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Sales Analytics
  • Sales Forecasting
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Status Tracking
  • Summary Reports
  • Third Party Integration
  • Visual Analytics
  • Web Forms
  • Website Integration
  • Workflow Management
  • Total features70
  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Appointment Management
  • Automated Sales
  • Automatic Notifications
  • Behavior Tracking
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Call Recording
  • Campaign Planning
  • Charting
  • Chat
  • Collaboration Tools
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Custom Fields
  • Custom Forms
  • Customer Database
  • Customizable Reporting
  • Customizable Templates
  • Data Import
  • Data Import/Export
  • Data Visualization
  • Drag & Drop Interface
  • Duplicate Detection
  • Email Distribution
  • Email Integration
  • Email Marketing Management
  • Email Templates
  • Email Tracking
  • Event Calendar
  • Event Logs
  • Filtered Views
  • Follow-up Scheduling
  • Forecasting
  • History Tracking
  • Inbox Management
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Scoring
  • Mobile Integration
  • Multi-Channel Communication
  • Multi-Currency
  • Opportunity Management
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Project Notes
  • Project Tracking
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Sales Analytics
  • Sales Forecasting
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Status Tracking
  • Summary Reports
  • Third Party Integration
  • Visual Analytics
  • Web Forms
  • Website Integration
  • Workflow Management

Integrations

  • Total integrationsN/A
  • Facebook
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • LinkedIn
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM
  • Total integrations69
  • Facebook
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • LinkedIn
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

Business Plan Pro vs. Freshworks CRM

See how Business Plan Pro and Freshworks CRM stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.

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