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Freshdesk: Review

Founded in 2010, Freshdesk has succeeded in becoming one of the most well-known cloud-based CRM softwares on the market. With a range of powerful customer-driven features, this easy to use CRM allows companies to offer a seamless, multi-channel support system across the phone, the internet, forums, social media, email, mobile apps, and more.

Intended Users

Freshdesk can be used for all company sizes, Small to Large. This CRM has the capability and robust features to keep up with any size organization.

With over 80,000 current customers globally, any type of company can benefit from Freshdesk. For example: SolarCity, 3M, Hugo Boss, Cisco, University of Pennsylvania, etc…

Based on the affordability and features, this CRM is suitable for the hospitality industry, retail environments (brick and mortar as well as online), IT, insurance, utilities, and other companies.

Deployment

  • Cloud, SaaS, Web
  • Mobile

One of the best parts about Freshdesk’s CRM is that it is entirely web-based, and data is stored in the Cloud. This makes capacity nearly endless, the speed extremely quick, and allows flexibility in accessing this CRM.

The supported OS’s (operating systems) include:

Windows, Mac OS, Linux, HP-UX, Solaris, Unix, IBM OS/400, Web Browser (OS agnostic)

Features

By offering a genuine multi-channel customer support system, this CRM can bring every customer conversation and put it into a centralized interface that is easy to read, easy to use, and organize. Your customer support staff can address issues and resolve trouble tickets with ease.

Customers contact through a variety of ways, from phone calls, email, contact forms, internet chat, social media, and applications, so Freshdesk makes sure that they are capable of helping address customer concerns in all of the ways customers contact you.

Freshdesk can help you:

  • Manage Multiple Groups, Escalation Procedures, Workflows
  • Multiple Products
  • Multiple Brands
  • Automate Multiple Processes
  • Automate Route Tickets to Appropriate Support Agents
  • Multi-Language and Multi-Timezone Capabilities

Customer Communication

Integrations

With Freshdesk, you can also integrate with other leading CRM softwares including:

  • Freshdesk
  • Pipedrive
  • Insightly
  • Nimble
  • Pipeline Deals
  • Salesforce
  • Solve
  • Zoho CRM
  • Batchbook Social CRM
  • Capsule
  • Collabspot
  • Highrise

Social Media App Integrations

With the ability to integrate into other CRM softwares and over 60 tools, Freshdesk CRM is able to pull up customer records and see customer history in an instant.

Security

Freshdesk CRM’s data center is EU safe harbor compliant and all plans include SSL Encryption to keep customer and company data safe. Servers are hosted in a world class data center with 24 hour security and surveillance. Freshdesk software is also continuously up to date with the latest security patches.

Plans and Pricing

Full pricing details here: https://freshdesk.com/pricing

There are 5 Freshdesk plan available: Sprout (free version), Blossom, Garden, Estate, and Forest.

Sprout Plan

The Free Version of this Freshdesk CRM is Sprout.

  • Price: FREE
  • Agents: 3
  • Email Ticketing
  • Reusable replies with canned responses
  • Automatic email notifications
  • Custom ticket views
  • Add tags to tickets, contacts, and solutions
  • Merge and split tickets
  • Add public and private notes to tickets
  • Add watchers to a ticket
  • Traffic cop
  • Assume identity of other agents
  • Send outbound email
  • Export tickets

Multi-Channel Support

  • Standard Phone Channel

HelpDesk Automation

  • Automatic ticket assignment using Dispatch’r
  • Time-triggered automations using Supervisor
  • Event-triggered workflow automations with the Observer
  • Multi-task workflows with one touch Scenario automations
  • Email commands

SLA Management

  • Business rules management through SLAs
  • SLA reminders
  • Escalation email for SLA violation

Knowledge Base

  • Email to knowledge-base
  • Ability to edit meta title, keywords, and description
  • Suggested solutions

Mobile Customer Support

  • Freshdesk for iOS
  • Freshdesk for Android
  • Mobile optimized HTML5 App

Ticket Forms

  • Customizable ticket forms
  • Dependent fields in ticket forms
  • Customizable popup and embedded Feedback widget

Reporting

  • Agent and group performance
  • Export reports

Customization

  • Custom apps
  • Public customer portal customization

Security

  • Single sign on
  • Single sign on with SAML
  • Advanced password policy for agents and customers

Apps

  • CRM Apps
  • Email marketing
  • Over 50+ Applications

Reporting

Blossom

  • Price & Users: $16 / Agent / Month
  • Email Ticketing
  • Reusable replies with canned responses
  • Automatic email notifications
  • Custom ticket views
  • Add tags to tickets, contacts, and solutions
  • Merge and split tickets
  • Add public and private notes to tickets
  • Add watchers to a ticket
  • Traffic cop
  • Assume identity of other agents
  • Send outbound email
  • Export tickets
  • Time tracking
  • Integrate customer satisfaction surveys

Multi-Channel Support

  • Standard Phone Channel
  • Multiple incoming and outgoing mailboxes
  • Add unlimited Twitter accounts
  • Add unlimited Facebook pages

HelpDesk Automation

  • Automatic ticket assignment using Dispatch’r
  • Time-triggered automations using Supervisor
  • Event-triggered workflow automations with the Observer
  • Multi-task workflows with one touch Scenario automations
  • Email commands

SLA

  • Business rules management though SLAs
  • SLA reminders
  • Escalation email for SLA violation

Knowledge-Base

  • Email to knowledge-base
  • Ability to edit meta title, keywords, description
  • Suggested solutions
  • Community Forums

Mobile Customer Support

  • Freshdesk for iOS
  • Freshdesk for Android
  • Mobile optimized HTML5 App

Ticket Forms

  • Customizable ticket forms
  • Dependent fields in ticket forms
  • Customisable popup and embedded Feedback widget

Reporting

  • Agent and group performance
  • Helpdesk in-desk report
  • Export reports
  • Save reports

Customizations

  • Custom apps
  • Public customer portal customization
  • Custom domain mapping

Security

  • Single Sign On
  • Single sign on with SAML
  • Advanced password policy for agents and customers

Apps

  • CRM Apps
  • Email marketing
  • Satisfaction surveys
  • Time tracking and invoicing tools
  • 50+ applications

Garden

  • Price and Users: $25 / Agent / Month

You receive everything from the Blossom plan, plus:

  • Freshdesk’s Integrated Live Chat

SLA Management

  • Multiple SLA policy
  • Multiple business hours
  • Product, group, and company level SLAs

Global Support

  • Multilingual Knowledge Base
  • Dynamic Email Notifications
  • Multiple Time-Zones

Multi-Product

  • Product level knowledge-base and community forums

Reporting

  • Ticket drill down in reports
  • Save reports
  • Schedule reports

Customizations

  • Full CSS customization
  • Custom domain mapping

Automated Tasks

Estate

  • Price and Users: $40 / Agent / Month

You receive everything in the Garden plan, plus:

  • Agent collision detection
  • Facebook in-sync app
  • Automatic ticket assignment within group (Round robin)
  • Dynamic ticket forms

Reporting

  • Performance distribution
  • Ticket volume trend
  • Top customer analysis

Customizations

  • Customizable agent roles
  • Complete layout customization
  • Access to FreshThemes gallery

Security

  • Custom SSL certificates (default free)
  • Helpdesk Restriction

Forest

  • Price and Users: $70 / Agent / Month

You receive everything in the Estate plan, plus:

  • Advanced Phone Channel
  • IP Whitelisting
  • Custom Email Servers

 

Free Trial

You can get started with Freshdesk for free for 30 days at: https://freshdesk.com/signup.

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Propeller CRM: Review

Founded in 2014, Propeller is a Customer Relationship Management (CRM) software that you will actually want to use. With its main feature of deep integration with Gmail, this CRM is unique in that it can assist you and your team in closing deals without leaving your inbox.

Intended Users

Small businesses and startup companies that require a simple CRM with powerful integrations with Gmail.

Deployment

  • Cloud, SaaS, Web

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Features

Some of the features included in the Propeller CRM plan include:

  • Campaign Management
  • Contact Management
  • Email Marketing
  • Interaction Tracking
  • Landing Pages
  • Web Forms
  • Lead Management
  • List Management
  • Marketing Automation
Gmail Sidebar

Gmail Sidebar

Gmail Integration

The main and unique feature of Propeller CRM is its deep integration with Gmail.

With Gmail integration and sidebar, this tool is powerful and allows you to equip your business with modern tools to easily and quickly access your CRM. Did you know that 41% of a sales representative’s time is spent selling? This increases productivity and you can spend more time selling your product or services rather than logging data.

Email Tools

Email Tools

Email Tools

With Propeller’s email tools, you can track emails, use templates, set follow up reminders and more. Instead of having to check your email, you will be notified when a contact opens an email and tracks every time they see the message so you know when to follow up.

Reminders will ensure that your time is not wasted and once you receive a reply, it is removed automatically.

For quicker contact with different accounts, you can use templates with variable fields, so you can send a great email that has automatically populated fields.

You can create and edit things such as leads, accounts, contacts, and opportunities, which will save you time.

Pipeline Management

Pipeline Management

Pipeline

You can easily manage your pipelines in Gmail by creating leads, opportunities, or changing a pipeline stage. You can do all of this from your email.

Morale and Productivity

Propeller allows you to boost productivity by adding notes or assigning tasks to coworkers or yourself. You can get an instant snapshot of an account’s history and share this information with your employees or team with Gmail integration.

teamwork

Teamwork makes the dream work

Intuitive Dashboard

The dashboard is intuitive to use and makes it easy to use with step by step guides. You can create widgets for any of your dashboards, you can create revenue forecast, pipeline, and likelihood to close. You can generate these in just minutes.

dashboard-widgets

Multiple Dashboards

Propeller CRM allows you to build multiple dashes for business development and sales for current and future quarters. This can help you stay on top of your company’s progress instantly.

Reporting

With Propeller’s beautiful design, you don’t need any more confusing Excel spreadsheets with complicated or difficult-to-read layouts. Propeller CRM’s dashboards automatically generate a nice, clean design for reporting. All components are automatically reformatted so that you always receive a clear look at your data.

Every quarter, Propeller will also pull the data into a report and create a dash for in-quarter progress. Automatic updating means you don’t have to go through paperwork every time you close a quarter.

Reporting

Reporting

Tasks and Activities

Along with being able to assign custom tasks, see an entire account’s history, and add notes to your team, you can manage your team with sales rep activity reporting so that you can see who among your staff are the top performers. These are automated in Propeller and takes out the guesswork.

You can also get your task list emailed daily so that everyone is up to date with what needs to be done. Upcoming follow-ups and tasks are automatically included so that you can get ahead of the game.

Using the Gmail sidebar (or web application), you can manage all tasks: reassign in bulk, open tasks, close tasks, manage activity, and more.

reminders-tasks

Reminders and Tasks

Email Campaigns

Email campaigns are crucial to any business, and with Propeller CRM, you can do everything from cold emailing prospects, nurturing leads or simply keep in touch with customers and vendors. You can reply to existing threads or create a new email to grow your pipeline.

Add leads right from Gmail and move them throughout the campaign. You can also automatically pause leads who respond so you don’t end up spamming your contacts.

With this feature you can generate different campaigns for different industries and products. Use the variable fields to give it your own personal touch.

Also, it only takes a few minutes. There are no HTML templates or coding to worry about.

Email Campaigns

Email Campaigns

Plans and Pricing

The plan and pricing for Propeller CRM is simple: you can pay monthly or annually for the single CRM plan offered.

Annual Billing Option

Price: $29 / month

  • Gmail Integration
  • Email Templates
  • Email Campaigns
  • Dashboards
  • Task and Activity Tracking
  • Pipeline Management
  • Free 1 Hour On-Boarding Session
  • Locked in Price Forever

Monthly Billing Option

Price: $35 / month

  • Gmail Integration
  • Email Templates
  • Email Campaigns
  • Dashboards
  • Task and Activity Tracking
  • Pipeline Management
  • Free 1 Hour On-Boarding Session
  • Locked in Price Forever
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Try Propeller CRM out today!

Free Trial

Propeller CRM does offer a free 14-day trial (no credit card required).

Free Trial: https://app.propellercrm.com/accounts/register/

 

Training and Support

  • Online Support
  • Support during Business Hours
  • Documentation Training
  • Webinars
  • Live Online Training
  • In Person Training

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Bitrix24: Review

Bitrix24 offers many solutions such CRM for sales and as a human resources information system (HRIS). With dozens upon dozens of CRM features for sales automation and sales team management, Bitrix24 is not just a great Customer Relationship Management software but a great choice for E-Mail marketing, analytics, keeping track of your sales cycle, and more.

Intended Users

With over 1 million organizations already using Bitrix24 for their CRM needs, this service is versatile and flexible for SMB’s (Small Medium Businesses) and non-profit organizations.

Deployment

  • Cloud
  • On-Premise
  • Mobile

call-center-free-mobile

Bitrix24 CRM is self-hosted, which means you can receive your own private cloud suite that is under your control only. In addition, you have access to Helpdesk, Idea Management, eLearning modules and other features that aren’t available to cloud Bitrix24 users. So, no worries if you cannot use Dropbox, Slack, Skype, Salesforce, and other cloud-only solutions in your organization.

private-cloud

With your private cloud, you can take advantage of the following features:

  • Video Conferencing
  • PBX (via Voxlmplant cloud server)
  • Bitrix24.Drive
  • Document Management
  • Desktop App with Document Sync
  • CRM
  • HRIS (Human Resources Information System)
  • Task and Project Management
  • Instant Messenger (XMPP server)
  • Helpdesk (not in Cloud plans)
  • eLearning (not in Cloud plans)
  • Idea Management (not in Cloud plans)
  • iOS and Android Apps

mobile_devices

Mobility

  • Web
  • iOS Apps
  • Android Apps

Mobile Features Link: https://www.bitrix24.com/features/mobile.php

security

Security

  • Two Factor Authentication
  • 256-Bit SSL Encryption
  • Bitrix OTP, WinAuth, FreeOTP, Google Authenticator
  • RSA Encryption
  • Web Application Firewall
  • Custom Backup Rules

Features Checklist

  • Project Management & Tasks
  • Gantt Chart
  • Task Dependencies
  • Employee Workload Management in Tasks

sales_funnel

  • Checklist
  • Counters and Roles
  • Task Reports
  • Report Builder

collaborative-crm

  • Automation
  • Templates
  • Workgroups
  • External Users
  • Tasks via Email
  • Real Time Communications

online-meetings

  • Instant Messaging
  • Group Chat
  • Voice and Video Calls
  • Screen Sharing and HD Video Conferencing
  • Mobile Apps
  • Desktop App
  • Document Management
  • Private & Shared Document

email-management

  • Easy Document Collaboration
  • Version History
  • Document Lock
  • Creating and Editing Documents Online
  • Editing Documents with Apps on PC
  • Integration with External Drives
  • Instant Search
  • Approval Workflows
  • Bitrix24.Drive for Collaboration
  • Central Entry Point
  • Cloud-PC Integration
  • Reports and Sales Funnels
  • CRM Dashboards
  • Quotes
  • Invoices Inside the CRM
  • CRM Website Forms

workflow-management

  • Open Channels
  • Mobile CRM
  • Email and Calls to Clients
  • Business Processes in CRM
  • Rights and Roles in CRM
  • Apps and Integration in CRM
  • Integration with your Website
  • Social Intranet
  • Activity Stream
  • Badges (social)
  • Photo Gallery
  • Collaborate by Email
  • Social Media Network Integration

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Free Version

The Free Plan from Bitrix24 is completely free for all users with no additional fees at all. The Free plan is best for micro companies and small businesses that need internal communications more than anything.

This platform is great for small groups of people who want security, flexibility, and upward mobility. Your small online shop or company’s sales department can use the Free Plan if you need a CRM for processing incoming needs.

You can sign up for free here: https://www.bitrix24.com/register/

Features

  • Users: Unlimited
  • Online Storage: 5 GB
  • Task Dependencies: 5
  • Integrated Email Accounts: 12
  • Business Card Scanner: 12
  • CRM Web Forms: 1
  • Open Channels: 1
  • Live Chat: 1

sales_funnel

Plans & Pricing

Plus Plan

Price: $39 / month

Features

  • Users: Unlimited
  • Online Storage: 24 GB
  • Task Dependencies: Unlimited
  • Integrated Email Accounts: 24
  • Business Card Scanner: 24 / month
  • CRM Web Forms: 2
  • Open Channels: 1
  • Live Chat: 1
  • CRM Records Conversions
  • Advanced Duplicate Search
  • CRM Change History
  • CRM Access Log
  • List View Exceeding 5,000 Records
  • Simultaneous Call to All Available Employees
  • Call Quality Evaluation
  • Call Source Tracking (Marketing)

 

Standard Plan

Price: $99 / month

The Standard Plan is for companies/businesses that have more than 12 people who require a united platform for teamwork and file sharing. If you need to allow third parties such as partners, clients, or suppliers to participate in tasks and projects, this is a good plan for you. It is also great for non-profits who have a large number of users.

This is Bitrix24 CRM’s most popular plan and features quite a bit more features than the previous plans.

Features

  • Users: Unlimited
  • Online Storage: 100 GB
  • External Users
  • Access Limit by IP
  • Your Own Logo
  • Workflow Automation
  • Document Lock
  • Task Dependencies: Unlimited
  • Custom Fields
  • Multiple Sales Pipelines: 2
  • Integrated Email Accounts: Unlimited
  • Business Card Scanner: 50 / month
  • CRM Web Forms: 4
  • Open Channels: 2
  • Live Chat: 2
  • CRM Record Conversions
  • Advanced Duplicate Search
  • CRM Change History
  • Backup Restore
  • CRM Access Log
  • List View Exceeding 5,000 Records
  • Simultaneous Call to All Available Employees
  • Call Quality Evaluation
  • Call Source Tracking (Marketing)
  • Custom Telephony Permissions

 

Professional Plan

Price: $199 / month

The Professional Plan is great for tracking working hours and the time spent by users on projects and tasks. You can use your own domain name for social intranet as well as managing meetings, events, briefing, etc…that need to take place to keep your business running efficiently.

This plan is all-inclusive and contains all of the features Bitrix24 CRM has to offer.

Features

  • Users: Unlimited
  • Online Storage: Unlimited
  • External Users
  • Access Limit by IP
  • Use Own Logo
  • Approvals (Expenses, Assets, etc…)
  • Workflow Automation
  • Time Management
  • Work Reports
  • Meetings and Briefings
  • Document Lock
  • Task Dependencies: Unlimited
  • Custom Fields
  • Multiple Sales Pipelines: Unlimited
  • Integrated Email Accounts: Unlimited
  • Business Card Scanner: Unlimited
  • CRM Web Forms: Unlimited
  • Open Channels: Unlimited
  • Live Chat: Unlimited
  • CRM Record Conversions
  • Advanced Duplicate Search
  • CRM Change History
  • Backup Restore
  • CRM Access Log
  • List View Exceeding 5,000 Records
  • Phone Call Recordings: Unlimited
  • Simultaneous Call to All Available Employees
  • Call Quality Evaluation
  • Call Source Tracking (Marketing)
  • Custom Telephony Permissions
  • Use Own Domain Name

bitrix24_logo

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