Freshworks
Category
Description
Freshworks is a global software company that offers a suite of cloud-based customer engagement and employee collaboration tools to help businesses of all sizes improve their efficiency and enhance their user experience. Their products include CRM, customer support, marketing automation, and IT service management.
Pricing Details
Growth
$29/agent/mo
billed annually
- Web widget
- Messaging channels
- Customer portal
- Knowledge base
- Chatbots
- Unified agent inbox
- Conversation switch
- Proactive support journeys and campaigns
- Agent collision detection
- Custom agent status
- Collaboration - Threads and tasks
- Customizable contact, conversation and ticket properties
- Customer 360 - Contact events tracking and lifecycle
- APIs - Report extraction, conversations, tickets
- Reports - Curated and custom
- Standard real-time dashboard
- Role-based access control
- Single sign-on
Pro
$69/agent/mo
billed annually
- Everything in Growth
- Bring your own channel (BYOC)
- Bring your own telephony (BYOT)
- Multilingual knowledge base
- Article versioning
- Full portal customization
- Community forums
- Multilingual conversations
- Ticket templates
- Canned forms
- Dynamic ticket fields (sections)
- Advanced custom fields
- User targeting
- Multilingual CSAT
- Business hours - Global, multiple, group specific
- Assignment - Intelliassign, round robin, and load balanced
- Multiple SLA policies
- Parent-child ticketing
- Dynamic email notifications
- Multiple products
- Collaborators
- Custom objects
- Custom real-time dashboards
- Agent availability dashboard
Enterprise
$109/agent/mo
billed annually
- Everything in Pro
- Approval workflow
- Flexible knowledge base hierarchy
- Agent shifts
- Out of office scheduler
- Sandbox for ticketing
- Audit logs
- Skill based assignment
- Custom object analytics
- JWT authentication
- Allowed domains
- IP whitelisting
- Enables HIPAA Compliance
- PCI compliance
Set up and Installation
To set up Freshworks, follow these steps:
- Sign up for a free trial. Go to the Freshworks website and click the “Free Trial” button. Enter your email address and create a password. You can also sign up with your Google or Microsoft account.
- Choose a product. Freshworks offers a variety of products, including CRM, help desk, chat, and field service software. Choose the product that is right for your business.
- Customize your account. Once you have chosen a product, you can customize your account to match your business needs. You can add users, departments, and other settings.
- Import your data. If you are already using another CRM system, you can import your data into Freshworks. Freshworks offers a variety of data import tools to make the process easy.
- Start using Freshworks. Once you have imported your data and customized your account, you can start using Freshworks to manage your customer relationships, support tickets, and other business processes.