Freshsales
9.1#5 in crm softwareFrom $108 a yearFree planAndroidiOSWebAPI
VisitFreshsales vs PolicyTek
What both publish
| Fact | Freshsales | PolicyTek |
|---|---|---|
| Integrations | Freshsales integrates with more than 100 apps through the Freshworks Marketplace and provides APIs for custom integrations. | The site lists Twilio, RingCentral, Dialpad, and Zapier integrations, with Zapier connecting more than 5,000 apps. |
| Security | Freshworks’ Trust Center lists ISO/IEC 27001:2022, ISO/IEC 27701:2019, SOC 3, SOC 2 Type 2, and other compliance materials. | Enterprise security includes SSO, audit logs, and enterprise-grade data controls. |
| Support | Freshsales support documentation includes integration guides for QuickBooks, Xero, Google contacts, SMS, Jira, Shopify, Microsoft Teams, WooCommerce, and Freshworks products. | Enterprise plans include a dedicated account manager, custom onboarding, and written SLA commitments. |
Freshsales plans
- FreeFree
- Growth$108 a year
- Pro$468 a year
- Enterprise$708 a year
PolicyTek plans
- AgencyPriced on request
- AgentPriced on request
- EnterprisePriced on request
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 PolicyTek if…
PolicyTek is intended for independent agents, growing agencies, enterprise agencies, and lead vendors in the life insurance ecosystem. Its features suit teams that need lead distribution, policy renewal tracking, and client portals.