With operations and intelligence from Marketing to Renewals, PlayBook is designed as a centralised revenue lifecycle management system for all the revenue generating teams in the organisation.
The old school "switching between multiple platforms" to figure out your company's growth is a thing of the past. PlayBook brings in a rad approach to the traditional Sales and Customer Success processes by introducing a view where reps no longer haggle between tasks but focus on objectives to ensure productivity and output.
Coming soon - Create your own playbook for CXOs and VPs can define plays for their reps - from SDRs to CSMs to minimise dependencies on operational support while they focus on growth.
PlayBook works exceptionally well for Startups and SMEs.
Our Support - Phone/Email/Chat and FAQs (coming soon)
About Freshsales
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals with AI-powered insights and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empower sales teams with more time for selling by automating the sales process and increasing efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards Powerful pipeline management with Freshsales. Also, the option to use native CPQ makes generating and sharing quotes and other vital sales assets hassle-free.
If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill. It is an all-in-one solution for sales and marketing teams. It provides sales force automation, marketing automation, chat, and telephony to meet your goals in one solution.
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Summary
SaaS Revenue Lifecycle Management
Toggling between multiple platforms is a thing of the past
Inbox View to maintain objectivity and productivity across tasks and deaks
Coming Soon - Create your own playbook for CXOs and VPs to guide their reps through operational work
Support - Call/Email/Chat and FAQs (coming soon)
PlayBook works exceptional well for Startups and SMEs
Summary
Built-in phone and email features enable users to make calls, send targeted emails, and keep in touch with prospects with a single click
The 'email-to-lead' feature automatically links emails to the appropriate lead or contact’s record.
Users can auto-capture leads directly into Freshworks CRM whenever a visitor completes a webform
Freshworks CRM's 'enrichment' feature automatically adds social information and photos to profiles
The pipeline dashboard informs users on what needs to be done to move deals forward, identifies bottlenecks, and helps analyse lost deals
Pricing
Tribe
$100.00
upto 5 users/month
Included in plan:
CRM
Team Targets
User Targets
Dashboards
Email Support
Kingdom
$150.00
upto 10 users/month
Included in plan:
All Tribe Features
Setup Guidance
Email Support
Empire
$250.00
upto 25 users/month
Included in plan:
All Kingdom Features
Assisted Setup
Email/Call/Chat Support
Pricing
Forest
$79.00
1 user(s) / month
Included in plan:
Everything in Estate and...
EUC Data Center
IP Whitelisting
Audit Logs
BLOSSOM
$12.00
1 user(s) / month
Included in plan:
Deal Funnel View
Templates & Notifications
Real-time Email Tracking
Everything in Sprout and...
Contact Management
Pipeline Management
250 Bulk emails/user/day
Built-in Phone powered by Freshcaller
SMS Integration
2 Sales Campaigns/user
Lead Scoring
5 Intelligent Workflows
Basic Reporting
Marketplace
iPhone and Android Apps
Gmail Add-on
SPROUT
Free
Included in plan:
Leads, Contacts, Accounts & Deals
Customisable Sales Process
Phone & Email
Basic Lead Scoring
Freshdesk & Freshchat Integration
GARDEN
$25.00
1 user(s) / month
Included in plan:
Everything in Blossom and...
Custom Reports
Auto Profile Enrichment
Lead Assignment Rules
Territories
Advanced CRM customization
ESTATE
$49.00
1 user(s) / month
Included in plan:
Everything in Garden and...
Auto profile enrichment
Reports Dashboard
Smartforms and event tracking
Multi-currency
FAQs
What are some applications this service is commonly used in tandem with?
The output from PlayBook CRM can be used in accounting. Our CRM can help maintain customer management information in Tandem with Customer Success/Engagement Softwares.
Does this service integrate with any other apps?
GSuite
Who are the main user groups of this service?
SaaS companies <100 employees and <30 users
What is this service generally used for?
It can be used as a CRM for revenue generating/contributing teams - Marketing/Inside Sales/Sales/Customer Success/Renewals.
Revenue Management and Target Setting for CXOs and VPs
Company Health check for CEOs
Does this service offer an API?
Yes, we can build APIs on demand
What platforms does this service support?
It's a cloud based software and works on multiple browsers such as Chrome, Firefox, Safari etc.
Coming soon - iOs and Android mobile apps
Does this service offer guides, tutorials and or customer support?
Yes, both video and infographics coming soon
Does this service offer multi-user capability (e.g. teams)?
Yes. We have 5 teams - Marketing, Inside Sales, Sales, Customer Success, Renewals
view 3 more
view 5 more
