Freshsales vs Jepto

CRM for high velocity sales teams Integrated Email and Phone, User behavior tracking, Lead scoring and more, in one hassle-free CRM package.

What is Freshsales Software?

Freshsales is a single solution CRM designed for high-growth, high-velocity sales teams. The software includes integrated phone and email, user behaviour tracking, and lead scoring on one platform. Users can track events and manage a visual sales pipeline, as well as view custom reports and analytics.

Email tracking features enable users to know when and how many times an email was opened, or a link was clicked on. Users can effectively engage with prospects by targeting the next set of email actions, and create personalised sales campaigns from email templates. Insightful email metrics tell users which emails are performing well and which aren’t. The Awaiting Response feature automatically lists contacts that need to be replied to.

Freshsales enables direct calling with a simple click on a contact’s phone number. The solution records the entire conversation history including email conversations in one place. Users can add notes, schedule tasks, as well as make appointments. Freshsales also offers personalised welcome and voicemail messages for greeting customers.

In-depth customer insights on prospects allow users to plan relevant conversations, and keep track of touch points using the activity timeline. Freshsales collects data and segments activities based on a contact’s behaviour. Users can get perspective on leads with advanced lead scoring, and prioritises important follow-ups.

The visual sales pipeline provides complete visibility of deals across various stages. Users can sort and filter by close dates, helping to make more guided decisions for climbing up the sales ladder. Freshsales’ drag and drop navigation tool enables users to move deals across the sales pipeline into any stage. Users can call or email prospects directly from the deals dashboard for a non-interruptive workflow.

Visual sales reports and revenue analytics monitor sales progress and identify successful campaigns by source, sales rep, territory, and more. Freshsales mobile apps for iOS and Android let users access deals while on-the-move and stay up-to-date on prospects at all times.

Freshsales is part of the Freshdesk product family, whose flagship product, Freshdesk, is the leading customer support solution with more than 80000 customers worldwide.

Jepto unifies your digital marketing data and helps you manage and automate your marketing

Jepto helps marketing agencies to manage their client portfolio through automation and data intelligence. Get insights from your Google Analytics data by generating predictive forecasts of KPIs and Anomaly detection. Create a range of automation jobs that can track Search Console keyword movements, notify you of changes to Google My Business listings and many more. Monitor your Google Ad spend with smart notifications, budget rollover and spend predictions.

With Slack, Zapier and Data Studio integrations you can work the way you want. Built especially for SEO and SEM agencies, the portfolio view will allow you to switch between clients and see how each client is performing so you know where to spend your time.

Location: Sydney, Australia