Freshsales reviews

An Excellent All-In-One CRM and EDM Platform

Pluspunten:

Freshsales consolidates virtually every CRM and EDM function that my business needs. I've discontinued my Mailchimp and Zoho subscriptions as a result, and will probably continue cancelling some of my other subscriptions as Freshsales adds more features. The ease of use, capabilities, and value for money are, overall, excellent. I mostly use Freshsales for contact management, collecting self-reported attribution, and email marketing.

Minpunten:

As with many feature-dense products, there are some parts that are more polished/easier to use than others. I had a fair bit of trouble setting up certain automations, which was made more difficult because a lot of the documentation was out of date (I was saved by Freshworks' excellent support). I also had some trouble setting up self-reported attribution the way I wanted.

Great CRM Platform for Startups and Growing Businesses

Opmerkingen: Aside from the onboarding process, we enjoy using Freshsales and believe it's worth it to manage your contacts and leads. Freshsales is a great platform to use with any sales pipeline.

Pluspunten:

When I started using Freshsales with my team, we get amazed with the simplicity of the CRM and the flexibility of features and options with each contact. Also, we enjoyed the integration with Freshdesk support and assistance platform.

Minpunten:

The onboarding was a little bit long, it took around 3 days, even though we started with a few contacts by then. I hope they improve the onboarding time or change the methodology to enroll using Freshsales.

Freshsales has gained the insights of food retail managers.

Opmerkingen: Despite the challenges with reporting, my overall experience with Freshsales has been positive. The platform has effectively streamlined our sales processes, from capturing leads to closing deals. The centralized contact management system ensures that all customer interactions are logged and easily accessible, greatly improving our team’s collaboration and efficiency. The user interface is clean and easy to navigate, making it user-friendly for our team. The automation and AI-driven insights have significantly boosted our sales performance, making Freshsales a valuable tool for our business.

Pluspunten:

As a manager of a small food retail business, I found Freshsales’ lead management and automation features incredibly useful. The intuitive lead scoring and automated follow-up system helped us prioritize high-potential leads, maintaining consistent communication with minimal manual effort. Freddy AI’s predictive insights have notably enhanced our conversion rates, which is crucial for our growth.

Minpunten:

However, the complexity of the reporting and analysis tools was a significant drawback. Customizing reports to fit our specific business needs proved to be challenging, especially without advanced technical skills. This complexity often made it difficult to quickly generate actionable insights, hindering our ability to make timely and informed decisions.

Buggy product and horrible customer service

Opmerkingen: I wouldnt recommend it to anyone and regret paying for the product

Pluspunten:

Not much. The product is OK but the support is just mind-numbing

Minpunten:

We had basic issues with everything we were trying to use. We were using the free version of hubspot and moved to freshsales hoping it would be better. It is not even comparable to the free version we were using. I have been running around from pillar to post within their organisation but they just dont care. Here is what simply doesnt work.1. Bugs: We bought the paid version of the product and we encountered serious bugs with everything we were trying to use it for. 1. Email integration didnt work 2. Webforms dont work (still ongoing) 3. Calling application (exotel) integration didnt work. 4. Importing contactswas more complex than hubspot.2. Customer support: I understand there may be issues sometimes and the basic expectation is that when there are issues, we can get help from support. Their support is the worst. For every small issue, they push a calendly link in your face and want you to schedule. And for every issue, the calendar is blocked out days out. They just say sorry thats when you will get help. They offer some free onboarding hours but the person just has a script and is unable to solve any of the issues. Even they will put you on to their support which is unresponsive. We are being tossed around with out 7-8 people who always start from scratch.3. Unprofessional: Their customer success is not just incompetent, they are highly unprofessional. I asked them for a feedback form multiple times so that our issues get recorded but they just dodge it

Freshsales Review

Opmerkingen: The system itself is very good, and the company are willing to create special features if needed, and are happy to work with our system manager to ensure it meets the needs of our business. There is a lot of potential to the Freshsales system that our team are looking to utilise, especially around automations. Sometime the customer service they offer through their instant chats does not always lead to a solution. I found the chatbot that offers suggestions for help rarely comes up with the answers to my queries - then their is usually a language barrier when conversing with their overseas customer service operatives who manage the chat one you get past the chatbot - their team often help with a solution, but it can take some time.

Pluspunten:

Easily view customer profiles. Edit the views to see what is needed most - for example, we have important details at the top of their profile, like their contact details. It records all communication in one location for quick access when needed. Fairly simple navigation structure, search bar to find customers, navigation bar down the side to access different areas of their profile. The analytics section allow you to create reports that can update themselves, making it easy to monitor and view necessary information, the reports also easily convert to an Excel Spreadsheet. Our phone system is built into this system, meaning we can see who is calling and when you click their name, it brings you straight to the customer profile. Automated emails when fields are updated take a lot of work off our hands.

Minpunten:

I've found creating Analytics Reports to be very complicated and difficult to understand - you need to follow the guidance on how to do this, or have help from someone who does understand, they did not seem simple to set up. It will prompt you to refresh the page fairly often, meaning you lose you place on a page and have to scroll back down. The system only allows for a certain amount of field's per customer, meaning you have to make learning records for the courses, which are on a different page from their profile and are not as easy to view.

Freshsales

Opmerkingen: overall Fresh sales is very good and affordable CRM for companies looking for good CRM and very reasonable license pricing.

Pluspunten:

very comprehensive CRM tool which covers all sales related activities, integrated with Freshdesk ticketing tool as well so you can monitor your clients' tickets also, license price is very good as compared to other crmCRMproducts.

Minpunten:

reporting and analysis is bit limited to filters and available options, plus reporting and making dashboard analysis is bit difficult for non-technical person and technical person like admin has to engage with sales team to teach them how to prepare your reports, graphical representations and dash boards.

Best Features of Freshsales CRM

Opmerkingen: Global Compliance requirement as such that of GDPR & Other relevant regulation with regards to DATA Management & security.

Pluspunten:

Phone system & O365 Email Integration & reporting features.

Minpunten:

Unable to configure Phone system in other VOIP Devices like IP Phone & Polycom Conference Devices. Linking of Deals with Emails

Freshsales is excellent value for money

Opmerkingen: Excellent experience and now a core tool in our business development plans.

Pluspunten:

Great pipeline set-up and reporting. Value for money is brilliant. Intuitive.

Minpunten:

Not as slick as some of the bigger brands and doesn't have fancy features.

Reliable and cost effective platform

Opmerkingen: Overall experience is great. it is providing efficient services by automation our sales. I also appreciate the way it lets us track the sales activities.

Pluspunten:

I really like the way it keeps the sales sequences and automates them. Making sales pipelines is not a big task on Freshsales. I would say this is one of the best CRM platforms am using. Moreover, the synchronizing system of the calendar works amazingly, if I talk about the pricing of Freshsales it is cost-effective and affordable product.

Minpunten:

To be honest it is working perfectly, before some months I was having some issues with add-ons but after getting assistance from its customer support I resolved the issue easily, so yes now there are no cons to write here.

Freshsales - CRM for the startup of tomorrow

Opmerkingen: Overall Freshsales is a great CRM tool for a new startup to base its sales department.

Pluspunten:

It has a great feature list. Right from adding contacts/leads to the platform, managing lead lifecycle through tasks and creating deals to incentivise the cycle, its a very easy to use platform.

Minpunten:

The pricing for Freshsales has to be revised as per Indian Geography. Also some basic features like Campaign Management for automated outreach is not present.

A comprehensive and very effective Marketing tool - not more

Opmerkingen: We have used it to conduct marketing campaigns and measure customer responses and interactions. It has proven to be a very effective online marketing tool with automations. At the same time, it is not for sales-intensive approaches and complex business models that do not have linear processes.

Pluspunten:

1. Marketing automation helped a lot when executing a campaign with multiple scenarios and steps. Excellent capability. 2. The Landing page capability is very good, allowing you to integrate interaction data directly without going for website add-ons or plugins. It has good quality templates as well

Minpunten:

1. The sales management process is weak and does not offer you the capability to distinguish potential customers/leads that can be revisited. It is more focused on qualified cases/deals that can be won in a series of steps. 2. The email interaction (at least with Gmail) does not work. Most of the relevant emails appeared late in the CRM. You have to refresh every x mins manually to get the latest emails, which does not help. You end up going with the Gmail front-end in order to avoid missing incoming messages.

FreshWorks and the Complete Suite is a PHENOMENAL Alternative for SalesForce

Opmerkingen: So far, it's been all good!

Pluspunten:

- Simple to set up - Intuitive to use - Easily Scalable - VERY Competitive - PHENOMENAL Support - Modular - Add any additional software offered by FreshWorks for a COMPLETE TURNKEY Solution

Minpunten:

Nothing I like least so far! The team and software is great!

It's a great CRM!

Opmerkingen: All-in-All it's a great software to use. I conclude with the fact that freshsales is ever changing and in my 6 months of usage I have seen anticipated improvements appear right before my eyes. It's perfect for users who are looking for a cost effective and flexible solution to customer relations. The kinks in its usage can be ironed out through support and further improvement of the software itself. It's a great CRM!

Pluspunten:

The BEST part about Freshale's is the endless capability for customizations and integrations. This allows users to create systems of follow up with multiple points of contact to the client. The new future to manage duplicates was a great addition. I also love the capability to attach documents to client files, really comes in handy.

Minpunten:

The system is relatively easy to understand however when it comes to usage I find it's very clunky. I can see how the open set up and free customization may overwhelm even experienced users. I would even say that, the coders and web designers at freshsales had more of an influence on this product then the relation management professionals. It sort of like a "Droid" cell phone. The technology in the phone is superior and far more advanced, yet users are not acclimated to the application of it. I would like to make two suggestions to address such. First, I'd like to point out that even though I'm bring this up in the 'con' section, I have NEVER had a problem with Freshsales support team. When in reference to the wieldiness of the software I think that Freshsales could benefit from a hand on approach and a thorough process in training the users. You see if the users understood Freshsales as much as you folks do I'm certain the above 'con' would be null. Second, in relation to the same 'con' described above I believe this can be solved more directly. What I mean by that is creating an internal prioritization based on recent actions, recent stage changes, number of exchanges, lengths of conversation and what ever variables you guys think that can measure and use as info to prioritize leads. Then possibly a dashboard view, displaying these prioritized leads as well as up coming tasks and appointments, metrics on call volume and possible targets or goals.

Logical CRM

Opmerkingen: Overall, Fresh Sales is a good CRM with good support which was excellent a few years ago.

Pluspunten:

The logical setup and the initial support.

Minpunten:

The lack of interest in sorting out some basic features which are essential to our company:1. The rating of leads by using a percentile calculation which is not relevant and the inability to delete previous incorrect ratings.2. Various small issues with functionality

Waking up to FreshSales

Opmerkingen: Managing clients per product and account management teams increase overall and all-round efficiency for our brand. We are able to deliver to our clients in the shortest times due to this tool being so thorough and granule in a clients profile and notes and tasks sub-sections.

Pluspunten:

After a busy weekend, one of the most inspirational and motivational things to look forward to on a Monday morning is the fact that I can pick up where I had left off using Fresh Sales as a guided in-depth CRM platform. This product has become like my business or team partner. The ongoing enhancement and functional upscaling of this software make for comfortable selling, tracking planning, and auditing processes. It also allows for sales teams and management to share accurate real-time information. The “On the Go” mobile app features are a huge delight for teams that are mobile and need information or need to input the same “On the Go” The task reminders that synchronize with my calendar and phone reminders allows me to stay on top of all my tasks within the system and manage customer expectations efficiently. My sales teams are happier and more productive because of this effective tool. Built-in accounting features make it a "dream" to integrate into large financial system as well Thank you FreshSales for brightening my day.

Minpunten:

I would like more personalization for TABS in the stages of the sales pipeline. Due to our massive product offerings, we often find that we have to keep editing TABS, but it isn't a train smash. We will look at workarounds till the ever-innovative team at FreshSales provides more functional enhancements.

Best CRM for your small to big team

Pluspunten:

The the marketing automation tool is the most interesting and useful tool in this CRM. This tool help you to qualified or unqualified the lead depend on your condition. If you have 1000 leads that come from your landing page, you could not qualified by manual, this tool with the automation function will help you to do that.

Minpunten:

I used the mid tier plan so I don’t have access to the Sale Forecast function with really important.

A good solid CRM product and service

Opmerkingen: A good product with good service back up

Pluspunten:

We use the WhatsApp. marketing on a weekly basis

Minpunten:

WHatsApp journey gliches, although this may be a fault with Meta

A great Sales CRM with all of the modcons; part of an excellent 'fresh' suite.

Pluspunten:

1- Freshsales is very easy to use and is a solution that I believe is a good fit for a growing team, as the platform has a very small learning curve. I feel confident in being able to teach a new staff member how to use it. We don't use Freshdesk, but their native integrations with that, other Freshworks applications, and 3rd party tools in Freshsales would be very suitable to teams that offer support, or already have an existing marketing/service delivery software stack. 2- The development team frequently release new features that make the experience of using the platform better and better. I have subscribed to the top tier, but even their entry level and middle range offers go head to head on features with the big name CRMs that cost double the subscription fee. 3- Finally, the mobile application's latest release is absolutely brilliant more than what you could want or expect from a mobile version of your company's sales CRM.

Minpunten:

1- Some of the 'bells and whistles' that come with other Sales CRMs aren't available or can only be achieved by using third party tools (Zapier) hacked together with Workflows. Examples of these are: "automatically remind me to follow up if I haven't heard back from this lead/customer"; and support for recurring deals (such as businesses that sell based on annual subscription models). 2- There seems to be a fair bit of data visible (eg: metadata on each lead or contact) that really isn't important to the average user. And it would be great if a user could choose which fields appeared in the summary view of their contact, rather than just having the first few fields show. Having said that, the Development team appear to listen to their community, so this comment may be out of date, depending on when you're reading it!

Legitimately the Worst CRM I've Ever Used

Opmerkingen: Our experiences have been lots of problems, no solutions.

Pluspunten:

They always remember to say "thank you for your patience" when telling us our support tickets haven't been resolved yet.

Minpunten:

Off the top of my head: The program will randomly delete calendar events, sending cancellations to prospects but not alerting the user. Multiple meetings were missed because of this. It's been 3 months since we reported it and no fix has been offered. Subsequently all the calendaring has to be done manually. The email editor will randomly delete the line ahead when hitting the backspace key or the space behind when hitting the delete key. To make it interesting it will sometimes do nothing when you hit either key. We have a report in the system showing overdue tasks. This report keeps pulling tasks that have actually been deleted from the system. There's no way to clean up the reports because you can't access the deleted tasks they are listing. We just switched credit cards for the account because the previous was expiring. This came at the same time that they've extended us a credit because of all the problems we've had with the system. The result is that the invoice due is less than the minimum charge level on the card ($0.01 due, $0.50 card minimum). As a result they haven't been able to add the card and we keep getting a banner stating access is cut off in 2 days. They've stated this has been fixed but the banner is still there. Those are just a few things... did I mention that if you take notes in the Notes section of a Calendar event the system will randomly forward those to the other party? Found out about that one the hard way...

A nice, lite alternative to SalesForce

Opmerkingen: Very responsive and their support is fast

Pluspunten:

It is very customizable and easy to get up and running -- especially for a small company that needs a strong CRM

Minpunten:

Some of the interface is still being developed. For example, adding a call log or editing a field are under the same icons.

Freshsales CRM Review

Pluspunten:

Freshsales has lots of good features, and the price is reasonable compared to others in the market. The customer service and support desk is stellar; they are always available to chat and assist within minutes.

Minpunten:

The product is difficult to navigate and at times feels unintuitive. Sometimes, it feels as if they're relying on excellent customer service to make up for a less usable app. However, they are always growing and sending out updates, so I know they're working on this. If you're willing to learn the interface and deal with some of its quirks, then you'll be rewarded with creative features and excellent customer service. If you want a simple, easy to navigate and use CRM, I would look elsewhere.

For sales managers and their team members working in startups, the most high-end software

Opmerkingen: Overall, I believe that FreshSales has been a fantastic addition to our business. Customer accounts are simple for us to access. From FreshSales, we can directly create tickets in FreshDesk.

Pluspunten:

I have been using this software for one and a half years. I initially only used the live real-time chat feature, but now I use its premium capabilities to manage my leads and send them updates and sales pitches using the simple campaign manager. I adored the user interface because it requires little intelligence to comprehend the things you need to achieve your goal. I have made use of their reporting capabilities, which aid in my decision-making based on campaign results.

Minpunten:

If they offered interaction with other social networks in addition to LinkedIn, such as Instagram and Facebook messaging, I would adore this feature. They only have a few integration modules at the moment. Additionally, handling and transmitting files takes considerably longer than importing them, and occasionally it gets stuck, forcing me to repeat everything.

Feels like a breath of fresh air

Opmerkingen: I had a great experience and it has made my life easy ever since I started using it.

Pluspunten:

The product is not bloated like most CRMs. It is very user-friendly and it has a left navigation panel that just lets navigating to any page easily and is very user friendly.

Minpunten:

Would be great if it can be integrated with more softwares so there are a lot of options for customers.

Freshsales - Refreshing Sales CRM

Opmerkingen: I've worked in a couple of teams with various business sizes, and pain areas, and for early stage, small and mid market companies' sales teams, Freshsales goes the extra mile helping them simplify the sales pipeline, and focus on what's essential, customer acquisition/journey.

Pluspunten:

What I like most is how light the software is, truly refreshing sales CRM software, just like how Freshworks team has branded Freshsales. One could have the CRM for all the stages from Lead-Deal, and then nurturing a customer later through freshchat/ freshconnect as the customer eventually moves to the hands of a client services specialist/ is now ready for upsells. Integrations to reach out to prospects additionally. They also have Sales Campaign feature for curated sales campaigns which could be used for early prospecting stage.

Minpunten:

While I like how the product is evolving, which the team is doing a great job at, there are a couple of features, here and there, which are still being built, but I understand from discussions that the team does a serious work of taking into account most recurring customer feature requests and builds the same as soon as possible.

Deeply regret signing up for Freshsales

Opmerkingen: I have never experienced customer service THIS bad before. Total and complete incompetence. We have been using Freshsales for about a year, and it's been nothing but glitchy and problematic. NOTHING is ever resolved, support tickets are left open for weeks, and their customer support team blames their issues on the customer instead of fixing the problem. Their customer support chat will fail mid-conversation, and then the whole chat history is lost. This has wasted HOURS of my valuable time and cost our business money. Freshworks' support team does not have any clue what they are talking about. In the rare chance you *can* get in touch with them, their "solutions" do not work, and when I show them how/why it doesn't work, they don't believe me. It is infuriating to have spent so much money and time on software that our business now relies on only for it to be a huge mistake.

Pluspunten:

Right now, their lack of customer service is canceling out any benefits Freshsales might have had.

Minpunten:

Glitchy program and TERRIBLE customer service.