Freshsales
9.1#5 in crm softwareFrom $108 a yearFree planAndroidiOSWebAPI
VisitFreshsales vs Insureio
What both publish
| Fact | Freshsales | Insureio |
|---|---|---|
| Headquarters | San Mateo, California, USA | Roseville, California, United States |
| Lead management | Freshsales helps teams generate leads, capture, qualify, route, and track them with Freddy AI. | The system supports lead sourcing, distribution, tracking, nurturing, conversion follow-ups, and automated routing rules. |
| Product | Freshsales is an easy-to-use, AI-powered customer relationship management software solution built by Freshworks. | Insureio is a cloud-based CRM for insurance advisors, agents, and firms with sales and marketing automation. |
| Security | Freshworks’ Trust Center lists ISO/IEC 27001:2022, ISO/IEC 27701:2019, SOC 3, SOC 2 Type 2, and other compliance materials. | The privacy policy says the site uses restrictive firewalls for stored data and 128-bit SSL certificates to encrypt data in transit. |
| Support | Freshsales support documentation includes integration guides for QuickBooks, Xero, Google contacts, SMS, Jira, Shopify, Microsoft Teams, WooCommerce, and Freshworks products. | The support page says support is available at all subscription levels and offers embedded videos, documentation, and help from in-house licensed agents. |
Freshsales plans
- FreeFree
- Growth$108 a year
- Pro$468 a year
- Enterprise$708 a year
Insureio plans
- Basic$25 a month
- Agency Management$50 a month
- Marketing$50 a month
- Marketing & Agency Management$75 a month
Pick Freshsales if…
Freshsales may suit sales teams that need lead tracking, customer communications, and deal pipeline management. Its mobile apps include offline tools for working away from a connection.
Pick Insureio if…
It is designed for individual insurance producers, advisors, and brokerage agencies. It fits teams needing insurance-specific lead, application, client, and marketing management.