When you’re building a successful sales team, you don’t just need customer relationship management (CRM) software to get the job done. You need a method of tracking and analyzing your entire sales process.
Sales tracking helps reps develop better processes and workflows while letting them act faster, says Matej Kukucka, cofounder and CMO at streaming analytics and business intelligence provider StreamBee. It also helps managers. “By tracking the process your team takes to close deals and find new leads, you can pinpoint exactly where in the process your team is crushing it and where you can improve,” Kukucka writes.
Sales managers know there’s no shortage of tools to help them in this regard, and many people tout Freshworks as one of the best. Its CRM acts as your team’s hub, while sales tracking software helps you shorten your sales cycle.
But Freshworks isn’t suitable for everyone. If you’re looking for a cheaper or easier-to-use solution, try one of these five Freshworks alternatives.
In addition to helping you develop professional, easy-to-use forms, Jotform is also a great alternative to Freshworks. With Jotform Apps, you can create a sales-tracking app that integrates with your CRM whether you use Jotform Tables or another leading CRM. We’ve set up a sales tracking app template so you can start using it to streamline your workflow, create leads, and log tasks instantly.
Jotform Apps is accessible on any smartphone, tablet, and desktop computer, making it perfect for use on the go or in the office. Best of all, you can start using it — and all of Jotform’s features — for free. Paid plans start from just $29 per month if you need additional storage.
Like Freshworks, Zoho offers a suite of products for all areas of your business. One of the most popular apps is Zoho CRM — over 250,000 businesses trust it to engage and convert leads.
Zoho CRM makes it easy to track leads, manage accounts, and streamline your sales workflows. Its comprehensive offering means you can keep all of your business data in one place. Zoho CRM also integrates with a suite of third-party apps, making it easy to fit the tool into your tech stack.
That being said, it’s so comprehensive that it can be confusing for first-time users. The need for expert help or in-depth training is a common customer complaint.
Zoho starts at $20 per month for their Standard plan, but most businesses will need the $35 per month Professional plan.
Pipedrive offers an all-in-one sales platform that it claims was made by salespeople, for salespeople. At the center of the platform is a comprehensive CRM tool, but there are plenty of other features, like sales automation, lead management, and built-in messaging.
Pipedrive puts you in complete control of your sales pipeline, allowing you to customize many aspects of the CRM. However, its data and analytics tools may not be up to scratch for large enterprises that require in-depth analysis.
There’s no free option, so users will have to pay for either an Essential plan (at $18 per month), an Advanced plan (at $33 per month), or a Professional plan (at $59 per month).
Keap is another all-in-one sales platform that positions itself as a quality Freshworks alternative. Unlike some of the other tools on this list, Keap offers something for both sales and marketing professionals. Features including CRM, landing pages, text messaging, and automation keep everyone happy.
Keap will also fit neatly into most businesses’ existing tool stacks since it can integrate with over 2,500 applications through Zapier. It even offers free data migration from other sales tools to help you get started.
It’s important to note that bigger isn’t always better. While the size of Keap’s offering may be a boon to some, it can leave other users confused and overwhelmed. Keap is also more expensive than other Freshworks alternatives, starting at $79 per month.
Insightly aims to be a single source of customer information for sales and marketing teams alike. Everything businesses need to build a holistic view of their customer across their organization is available within the platform, including a CRM tool, sales automation software, personalized marketing and communication tools, and customer service functionality.
While Insightly offers a lot, you’ll need to open your wallet to get access to everything. Pricing for the CRM alone starts at $29 per month (billed annually). If you want all of the other features, you’re looking at several hundred dollars a month.
The right Freshworks alternative
CRM and sales tracking tools like Freshworks come in all sizes — and at a variety of price points. The easiest way to find the right solution for your team is to assess your budget and how you’ll use the tool. And if you already have a Jotform account, you can try Jotform Apps as a free Freshworks alternative.