Top 10 Freshworks alternatives

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.

1. Jotform

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 $34 per month if you need additional storage. 

Pro Tip

Collect leads online and expertly manage them with Jotform Apps.

2. Zoho

screenshot of zoho

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 $14 per month for their Standard plan, but most businesses will need the $52 per month Professional plan.

3. Pipedrive

screenshot of pipedrive

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 $15 per month), an Advanced plan (at $29 per month), a Professional plan (at $59 per month), a Power plan (at $69 per month), or an Enterprise plan (at $99 per month).

4. Keap

screenshot of keap

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 $159 per month, billed annually.

5. Insightly

screenshot of unsightly

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.

6. HubSpot

screenshot of hubspot

HubSpot offers a robust, user-friendly platform that helps with lead and contact organization and delivers high-quality digital marketing tools. The free plan comes with standard CRM tools, such as lead capture, contact and deal management, sales quotes, and email tracking. Reviewers have found that while Freshworks offers less expensive paid plans, HubSpot has a more robust and user-friendly platform.

HubSpot’s CRM tools are great for solid marketing and sales management across organizations of all sizes, but they’re most efficient for medium to large organizations interested in a comprehensive CRM and high-quality digital marketing tools for workflow and communication. Paid plans begin at $20 per month and can scale up to accommodate higher contact volume and deliver more complex marketing tools and analytics. 

7. monday.com

screenshot of monday

monday.com is ranked across the board as one of the best tools for project management, sales and CRM, software development, and more. The platform includes highly customizable features for team workflow, marketing automation, and tracking features, and it integrates with your team’s current tools like Gmail, Slack, Outlook, and Microsoft Teams. 

Reviewer’s praise the platform’s organization and automation features that facilitate productivity and efficiency across teams and their workflows. Teams can view their workflows according to their preference, including Gantt charts and kanban boards, and they can customize project boards with automated status updates and file management.

Because of the high customization capabilities, a common pain point for users is the learning curve when first working with the platform. The CRM is free for individuals or duos, providing access to unlimited boards and documents, 200-plus templates, and apps for iOS and Android; the paid plans begin at $10 per user, per month and scale up based on storage and functions.

8. Zendesk Sell

screenshot of zendesk

Zendesk Sell is an intuitive and user-friendly platform for organizations looking for simple but effective CRM tools. The platform allows sales and marketing teams to collaborate on a single dashboard for tracking and managing communications, automating tasks and triggers, maintaining quotes and targets, and viewing and organizing team projects. Users point to the platform’s fluidity and ease of use as two of the highlights of their experience, streamlining their processes for higher productivity and greater visibility on KPIs and progress.

Zendesk Sell is best for organizations that want a simple but powerful CRM tool that’s affordable and easy to learn. However, the platform may not be as customizable or scalable for evolving companies that need flexibility and higher functionality. Zendesk Sell begins at $25 per user, per month, with scalability all the way to enterprise-level features that start at $125 per agent, per month.

9. Streak CRM for Gmail

screenshot streak crm for gmail

For individuals and organizations looking for a seamless transition, Streak is the only CRM that integrates completely with Gmail and Google Workspace apps. As a Chrome extension, Streak’s CRM is built into your inbox and provides a powerful set of marketing and management tools like email tracking, mail merge, and automated follow-ups.

The platform is incredibly easy to learn and manage, and it allows you and your team to keep all communications, collaboration, and project management in one place. This eliminates the need to navigate and manage files across different sites and systems.

Streak offers a free basic CRM that includes mail merge and email tracking. Paid plans start at $15 per user, per month and can scale up to offer more functionality and data capacity, shared pipelines, data validation, and custom permissions for teams. While reviewers praise the ease of use and increased productivity that come with the CRM, they also mention that at times the CRM can be clunky and visually cluttered for those who prefer clean inboxes.

10. ClickUp

screenshot of clickup

ClickUp is a trusted project management platform that offers a buildable CRM. Organizations like Samsung, Booking.com, and IBM depend on it. Users can organize, view, and manage customer relationships from one dashboard that offers tracking, data visualization, email tracking, and automated project and sales pipelines, among other features.

With ClickUp CRM, sales and marketing teams have access to a library of powerful tools and templates they can use to build the perfect platform for their organization. Users enjoy the platform’s functionality and integrations with favorite tools like Outlook, Zoom, and Salesforce.

ClickUp offers a Free Forever plan for individuals. Paid plans start at $5 per member, per month for small teams and offer unlimited storage, integrations, dashboards, resource management, and more; medium to enterprise-sized plans scale up for more customizable features and higher functionality with increased automation and API.

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.

Send Comment:

Jotform Avatar
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Comment:

Podo Comment Be the first to comment.