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Freshsales vs OptifiNow: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Freshsales vs. OptifiNow is based on a specific set of business needs and context. The comparison uses 9010 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Freshsales and OptifiNow

Freshsales, OptifiNow, Pipeline CRM, Agile CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Freshsales covers Engagement Management with E-Mail, Communication Management with E-Mail, Workflow Management with E-Mail, Lead Management with E-Mail, etc.

OptifiNow focuses on Communication Management with Social Media, Social Media Management with Social Media, Engagement Management, Competitive Intelligence, etc.

"Freshsales always helps us to be a step ahead and Workflows are the latest in that line. They think through everything and they listen to customers' ideas. I can't imagine my work without Freshsales. " - Davi de Paulo

"We were looking for a software provider that could handle all of our different mortgage product lines, and only OptifiNow checked all the boxes. As opposed to managing and training to multiple pieces of software, our whole company can run on just on...e platform. The OptifiNow team has worked hand in hand with us to map out unique sales processes for each product and implement them in a quick and painless way. They are an excellent partner. " - Brian Roe

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Freshsales

Focus area

Freshsales is better than OptifiNow for

Software Failure Risk

  • medium

logo OptifiNow

Focus area

Software Failure Risk

  • low

About

AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure

Marketing Automation, Lead Management

Age

2010

Financials

SERIES H

PRIVATE

Business Need

Total Processes
(we found evidences for)

107

56

Total Goals
(we found evidences for)

13

10

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence


communication management

tracking & monitoring communications

sending & publishing communications


workflow management



contact list management

creating contact list



helpdesk management


generation of new leads


sales call management



conversion management


lead qualification

lead qualification: demographic

lead qualification: behavioural

lead qualification: technographic

lead qualification: firmographic


training & onboarding


pipeline management


campaign management

campaign monitoring

campaign analytics






sales document management

proposal & quote management

contract management


promotion management


discount management



social media management

social media analytics


relationship management


business development



customer feedback management

measuring customer satisfaction

measuring net promoter score


account management


products & pricelist management


follower management



performance management








customer case management


segmentation and targeting


relationship marketing



knowledge management


rating and review management



competitive intelligence




lifetime value management


opportunity management


revenue cycle management


sales review & feedback


loyalty management



content management


database marketing



conference call management


touchpoint management



calendar management


billing and invoice management



motivation management


channel management



personalized marketing


social media marketing



Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Improve efficiency

  • Improve internal communications

  • Improve ROI

  • Improve visibility

  • Scale best practices

  • Enter new markets internationally or locally

  • Improve stakeholder relations

  • Grow market share

  • Launch new products

  • Shorten ramp up time

  • See 10 more
  • Increase sales & revenue

  • Acquire customers

  • Improve ROI

  • Scale best practices

  • Enhance customer relationships

  • Improve brand engagement

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Improve digital and social presence

  • Improve internal communications

  • See 7 more

Top Channels

Channels Used

  • social media

  • e-mail

  • text SMS

  • Facebook

  • Twitter

  • phone calls

  • LinkedIn

  • video

  • See 5 more
  • social media

  • e-mail

  • text SMS

  • Facebook

  • Twitter

  • phone calls

  • LinkedIn

  • video

  • See 5 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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low

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Migration Risk

medium

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medium

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Business Setting