CoPilot vs. Freshsales

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
CoPilot
Score 8.4 out of 10
N/A
CoPilot is a Sales Automation platform from the makers of Autopilot. Features include the the capabilities to engage and nurture prospects with personalized email drip campaigns, automate follow up emails to reduce time spent prospecting, measure performance in real-time, and interface with Salesforce.
$29
per month per user
Freshsales
Score 8.7 out of 10
N/A
Freshsales is a sales force automation solution for sales teams. It provides features that help salespeople to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales gives sales teams more time for selling by automating the sales process. It includes Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict…
$11
per month per user
Pricing
CoPilotFreshsales
Editions & Modules
Pay Yearly - Starter
$29
per month per user
Pay Monthly - Starter
$39
per month per user
Pay Yearly - Professional
$69
per month per user
Pay Monthly - Professional
$89
per month per user
Pay Yearly - Advanced
$119
per month per user
Pay Monthly - Advanced
$139
per month per user
Supersonic
Custom
Growth
$11
per month per user
Pro
$47
per month per user
Enterprise
$71
per month per user
Offerings
Pricing Offerings
CoPilotFreshsales
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsA discount is offered for annual billing.
More Pricing Information
Community Pulse
CoPilotFreshsales
Features
CoPilotFreshsales
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
CoPilot
-
Ratings
Freshsales
10.0
Ratings
26% above category average
Customer data management / contact management00 Ratings10.00 Ratings
Workflow management00 Ratings10.00 Ratings
Territory management00 Ratings10.00 Ratings
Opportunity management00 Ratings10.00 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings10.00 Ratings
Quote & order management00 Ratings10.00 Ratings
Interaction tracking00 Ratings10.00 Ratings
Channel / partner relationship management00 Ratings10.00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
CoPilot
-
Ratings
Freshsales
10.0
Ratings
28% above category average
Lead management00 Ratings10.00 Ratings
Email marketing00 Ratings10.00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
CoPilot
-
Ratings
Freshsales
10.0
Ratings
27% above category average
Task management00 Ratings10.00 Ratings
Reporting00 Ratings10.00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
CoPilot
-
Ratings
Freshsales
10.0
Ratings
28% above category average
Forecasting00 Ratings10.00 Ratings
Pipeline visualization00 Ratings10.00 Ratings
Customizable reports00 Ratings10.00 Ratings
Customization
Comparison of Customization features of Product A and Product B
CoPilot
-
Ratings
Freshsales
7.0
Ratings
7% below category average
Custom fields00 Ratings6.00 Ratings
Custom objects00 Ratings5.00 Ratings
API for custom integration00 Ratings10.00 Ratings
Security
Comparison of Security features of Product A and Product B
CoPilot
-
Ratings
Freshsales
10.0
Ratings
18% above category average
Single sign-on capability00 Ratings10.00 Ratings
Role-based user permissions00 Ratings10.00 Ratings
Platform
Comparison of Platform features of Product A and Product B
CoPilot
-
Ratings
Freshsales
9.0
Ratings
20% above category average
Mobile access00 Ratings9.00 Ratings
Best Alternatives
CoPilotFreshsales
Small Businesses
Salesmate
Salesmate
Score 10.0 out of 10
Salesmate
Salesmate
Score 10.0 out of 10
Medium-sized Companies
Clari
Clari
Score 9.8 out of 10
Creatio
Creatio
Score 9.7 out of 10
Enterprises
Clari
Clari
Score 9.8 out of 10
Creatio
Creatio
Score 9.7 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
CoPilotFreshsales
Likelihood to Recommend
9.0
(0 ratings)
10.0
(0 ratings)
Usability
-
(0 ratings)
10.0
(0 ratings)
Support Rating
-
(0 ratings)
7.0
(0 ratings)
User Testimonials
CoPilotFreshsales
Likelihood to Recommend
I used it recently to go over a syllabus. It caught errors in grading where there were overlaps in the grading scale. It also caught a section that was deemed to be problematic as it could have created a conflict in grading based on the subjectiveness of the score and how it was determined
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Generally speaking for small to mid sized team I really cannot recommend it enough. It has an excellent feature set, good amount of integrations, fairly customisable and backed by solid support. And the pricing is very competitive too. I feel like if your team is larger than that, you might want to look at other alternatives but for teams that size, its really perfect.
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Pros
  • Examines a syllabus for errors or contradictions in grading
  • It works as a great starting point for doing research
  • We use it to aid in developing classroom instruction
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  • Leads: organization, capture, integration
  • Sales: organization, intelligent data about metrics, forecast
  • APIs are very simple and stable to use, Zapier and 3ªpart integrations provided
  • User experience, almost no training is needed to use the solution, more over, a great app for iOS and Android
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Cons
  • I would like to see better image creation tools
  • More tools in creating custom GPTs
  • Easier tools to limit and create the data used for the LLM
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  • Persistent and pervasive down time
  • Lack of scalable integrations with data source (e.g., their Segment integration is barely functional and they won't improve it)
  • Slow and unhelpful customer service
  • Account management doesn't understand our business or what we're trying to accomplish
  • Email campaign feature is barely functional and only allows you to have 10 campaigns, even with the most expensive plan
  • Lead and contact records have gone missing and FreshSales is unable to recover data
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Usability
No answers on this topic
I would give Freshworks CRM's overall usability a 7 out of 10. Although the software has improved since we first obtained it, it still could use improvements to make functionality more intuitive and easier for the average user. It is not that challenging but there is definitely a learning curve
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Support Rating
No answers on this topic
When you initially log in to Freshworks, you get snippets to guide you on how to set up. You have a chat option on every page so you can reach out to the support agent and get your issues resolved in real time. The agents are fast, responsive, and experienced in handling even a person who introduced CRM to the world...
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Alternatives Considered
The primary reason is the integration into Office 360. Having the AI tool built into all of the office apps was a game changer in my opinion. Being able to use it in Word to help rewrite a sentence or look up a reference. In Excel, I have used to to build formulas or write simple code.
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We are a smaller company and simply were not seeing the value in what we were paying Salesforce. We needed a robust opportunity and lead management system that was affordable and [Freshworks CRM (formerly Freshsales)] has provided us with that. We are now able to track leads, opportunities and funnels easily and quickly report on these to senior staff who rely on this information for their board meetings.
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Return on Investment
  • It is too early to tell at the moment but I can see it as a positive moving forward
  • The amount of time saved in creating content will be a huge asset for faculty
  • The same holds true for students as they to will be able to safe a lot of time
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  • Freshsales has definitely had a positive impact on our sales. It's difficult to nail down the ROI it has generated, but it's well worth the cost.
  • The savings is mostly in time spent on lead and client follow up, so we can handle more leads and projects with a smaller team.
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ScreenShots

Freshsales Screenshots

Screenshot of Contact viewScreenshot of DashboardsScreenshot of WorkflowsScreenshot of Lead Sc