Detailed Features
Feature list |
SILVER
$150 / brokerincludes Freshsales Garden tier |
GOLD
$175 / brokerincludes Freshsales Estate tier |
PLATINUM
Talk to your BDMincludes Freshsales Forest tier |
| Chief Broker Lodgement Platform | |||
| Real Time Fact Find | |||
| Loan Validation and Serviceability | |||
| Lender Policy Matrix | |||
| Fast Product Search | |||
| Pre-lodgement validation | |||
| Aesthetic | |||
| Chief Marketing Tool | |||
| Fully API Driven | |||
| Freshsales Sales Force Automation | |||
| Lead management | |||
| Contact management | |||
| Accounts | |||
| Deal management | |||
| Tasks, appointments and notes | |||
| Filters | |||
| Custom views | |||
| Merge records | |||
| Clone records | |||
| Search | |||
| Adding and sharing files | |||
| Sales pipeline | |||
| Conversations view | |||
| Notifications | |||
| Custom fields |
150
|
300
|
300
|
| Workflows |
10
|
25
|
50
|
| Time-based Workflows | |||
| Lead assignment rules | |||
| Auto profile enrichment | |||
| Account hierarchy | |||
| Multiple sales pipeline | |||
| Advanced CRM customization | |||
| Custom Sales Activities | |||
| Data Administration | |||
| Record limits |
Unlimited
|
Unlimited
|
Unlimited
|
| File Storage |
1 GB / user
|
1 GB / user
|
1 GB / user
|
| Data import | |||
| Data export | |||
| Migration from other CRMs | |||
| Email forwarding | |||
| Bulk email unsubscribe option | |||
| Team inbox | |||
| 2-way email sync | |||
| Email integration via IMAP | |||
| Awaiting response | |||
| Bulk emails |
500/day
|
1000/day
|
2000/day
|
| Sales Campaigns |
5
|
10
|
25
|
| Email templates | |||
| Email tracking | |||
| Bulk email metrics | |||
| Real-time email alerts | |||
| Email scheduling | |||
| Custom SMTP | |||
| Built-In Phone | |||
| Auto call log | |||
| Call recording | |||
| Buy toll-free numbers | |||
| Buy local numbers | |||
| Voicemail recording | |||
| Call masking | |||
| Call forwarding | |||
| Call transfer | |||
| Manual call log | |||
| Lead Score | |||
| Score by lead property | |||
| Score by email activity | |||
| Score by web and application activity | |||
| Behavior Analytics | |||
| Classic forms for Web-to-lead capture | |||
| Website visitor tracking | |||
| Web application event tracking | |||
| Smartforms for Web-to-lead capture | |||
| Security Administration | |||
| Record scope | |||
| Role-based access | |||
| Territory management | |||
| IP Whitelisting | |||
| EUC Data Center | |||
| Analytics | |||
| Standard reports | |||
| Custom reports | |||
| Sales activity reports | |||
| Sales velocity reports | |||
| Sales forecasting reports | |||
| Sales trendline reports | |||
| Cross module reporting | |||
| Schedule reports | |||
| Reports dashboard | |||
| Integrations | |||
| API access | |||
| Google Chrome Extension | |||
| Zapier | |||
| Freshdesk | |||
| Google Apps | |||
| GetAccept Integration | |||
| Freshchat | |||
| Google Calendar | |||
| MailChimp | |||
| HubSpot | |||
| Quickbooks Integration | |||
| Segment | |||
| Mobile | |||
| Freshsales for iOS | |||
| Freshsales for Android | |||
| Support | |||
| 24x5 Email Support | |||
| 24x5 Phone Support | |||
| Dedicated Account Manager | |||