Freshsales vs InvestGlass CRM
Freshsales
freshworks.com
InvestGlass CRM
investglass.comSide by side
| Figure | Freshsales | InvestGlass CRM |
|---|---|---|
| Price from | $9/mo | — |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Self-hosted | — | Yes |
| Plans published | 7 | 4 |
| Spec score · CRM Software | 9.5 (#1) | 8.4 (#70) |
| AI features | Yes | Yes |
| Email sync | Yes | Yes |
| Free plan | Yes | No |
| Free trial | The trial lasts 21 days and requires no credit card. | Yes |
| Headquarters | San Mateo, California, United States | Geneva, Switzerland |
| Integrations | Freshsales integrates with more than 100 apps through the Freshworks Marketplace and provides APIs for custom integrations. | The API Connectors documentation describes pre-built and custom connectors, webhooks, and field mapping for external services and core banking systems. |
| Product | Freshsales is an easy-to-use, AI-powered customer relationship management software solution built by Freshworks. | InvestGlass describes its CRM as an integrated platform for marketing, sales, service, operations, and portfolio management. |
| Visual sales pipeline | Yes | Pipeline tools let teams track leads, manage opportunities, customize sales stages, and forecast revenue. |
| Support | Freshsales support documentation includes integration guides for QuickBooks, Xero, Google contacts, SMS, Jira, Shopify, Microsoft Teams, WooCommerce, and Freshworks products. | The CRM page advertises free on-demand training and links to a Help Centre. |
Plans
Freshsales
- FreeFree
- Growth$9 a month
- Pro$39 a month
- Enterprise$59 a month
- Growth$108 a year
- Pro$468 a year
- Enterprise$708 a year
InvestGlass CRM
- Starter$100 a month
- Standard$300 a month
- Enterprise500 CHF a month
- UltimatePrice not published
In their own words
Freshsales
Freshsales is customer relationship management software for sales teams, combining lead management, customer communications, and deal tracking. Teams can capture, qualify, route, and track leads, review contact histories, customize pipeline stages, and forecast revenue. Built-in chat, email, and phone tools bring customer interactions together, while integrations extend channels to Facebook Messenger and WhatsApp Business. Kanban views use drag-and-drop cards. Freddy AI can highlight leads and deals, provide insights, recommend closing actions, and write emails. Automation options include task management, assignment rules, sales sequences, workflows, and internal notifications. Freshsales offers Android and iOS apps with offline mode, voice notes, check-in, Google Maps synchronization, and Gmail and Outlook add-ons. The free plan supports up to 3 users. Growth starts at $9 per user per month, billed annually; Pro is $39 per month and Enterprise is $59 per month, both billed annually. A 21-day trial provides access to the fully loaded CRM, after which accounts are suspended if users do not continue.
InvestGlass CRM
InvestGlass CRM has no write-up on Specifiction yet; its figures are above.