Detailed Features

Feature list
SILVER
$150 / broker

includes Freshsales Garden tier

GOLD
$175 / broker

includes Freshsales Estate tier

PLATINUM
Talk to your BDM

includes 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
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