Freshsales reviews

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.

Best high end software for sales manager and their team working in startups

Opmerkingen: There are many alternative sales tools out there but freshsales helped me in my initial days of lead generation, hence I will recommend this tool to those who have just started into marketing & sales department.

Pluspunten:

I was using this software for 1 and half year, I started with just live real-time chat service and now I have started using its premium features to manage my leads and sending them sales pitch and updates with easy campaign manager. I loved the user interface which takes no brains to understand the features that you need to solve your purpose. I have used their reporting tools that helps me make decisions based on results I have got from campaigns.

Minpunten:

I would love this tool if they provide integration with social networks too like Instagram and Facebook messages along with LinkedIn. Currently they have limited integration modules. Also importing files takes much time then managing and sending them sometimes it got stuck and I need to reiterate everything again.

Powerful CRM Solutions for Every Business

Opmerkingen: Freshsales is a great CRM tool that offers a variety of features to help manage customer relationships. It is easy to use and customize, and the customer support is great. However, the pricing structure can be a bit steep and some of the features can be a bit cumbersome to use. Overall, Freshsales is an excellent CRM tool that is worth considering for any business looking to streamline customer relationships.

Pluspunten:

Freshsales is an excellent customer relationship management (CRM) tool that helps streamline and manage customer relationships. It makes it easy to keep track of all customer information in one place, and the user interface is intuitive and user-friendly. Freshsales also offers a variety of features, such as lead scoring, contact segmentation, automated workflows, and email integration, which make it easy to customize the CRM to fit the needs of any company. Additionally, the customer support is top-notch and they are always willing to help with any inquiries or issues.

Minpunten:

The pricing structure of Freshsales is a bit steep, especially for smaller businesses. Additionally, the reporting features are limited and it can be difficult to customize reports. Also, some of the features can be a bit cumbersome to use, and require a bit of a learning curve.

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 is one of the best tools for lead management and generating more opportunities

Pluspunten:

We are a company that do partnership with different businesses from Mail Centers to Co-working space. We use Freshsales to track sales activities, create our sales process. We also use Freshsales to communicate a lead. It has a variety of communication channels for email, phones, chats even WhatsApp. We also use Freshsales for reporting, sales activity reports. It pretty much has everything you will need to help your sales team.

Minpunten:

Freshsales has a lot of features, and it will take some time for you to learn how to use these features to your advantage.

FreshSales: An extensive CRM for all your needs

Opmerkingen: I am almost content using Freshsales as all of the parts to my sales cycle can be tracked at one place and also I can just remain on one software throughout the day unless I am prospecting so it makes things very efficient and saves a lot of time. Also, helps me to create a workflow according to my preferences.

Pluspunten:

Lead Management and Sales Pipeline Management are the most extensive and exciting features that this product has. You can keep a track of anything and everything throughout the software and also see every individual's progress to further see the projection of organization's upcoming revenue that can be generated.

Minpunten:

Notifications although automated can sometimes be delayed.

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

Great CRM

Opmerkingen: The training and onboarding were excellent. They always made time for the newbies in our group.

Pluspunten:

It is easy to add accounts and contacts manually or by uploading a CSV. Rich features and easy to navigate.

Minpunten:

The sales process was hard because we started with an inside sales rep because we are a small group. We ended up with a corporate account manager at the close because of the size of our organization

Robust Sales CRM with Some Limitations

Opmerkingen: Overall, Freshsales is a robust sales CRM that offers a wide range of features and tools for managing contacts, leads, and sales performance. However, it does have some limitations, particularly in terms of customization and social media management. That said, it is a solid option for same to medium sizes businesses on a budget I would say.

Pluspunten:

User-friendly interface with a customizable dashboard and pipeline views.Extensive contact and lead management features, including lead scoring and segmentation.Advanced reporting and analytics tools for tracking sales performance and pipeline health.Affordable pricing plans with a generous free trial period.

Minpunten:

Limited customization options for email templates and campaigns.No built-in social media management tools or lead generation features.Customer Support can be slow to respond to inquiries or issues.

Review for Freshsales

Opmerkingen: I almost feel satisfied with Freshsales since it allows me to track every step of my sales cycle in one location and allows me to spend the entire day using just one software, unless I am prospecting. This makes things much more efficient and saves a tonne of time. Also, it aids in the creation of a workflow tailored to my preferences.Excellent onboarding and training took place. The newcomers in our group were always given time by them.

Pluspunten:

The app is incredibly simple to use and has a great user interface. With freshsales, you can also conduct campaigns and sequences on your contacts. Transactions and pipeline management are excellent, and a variety of reports can be made to keep track of everything.

Minpunten:

Freshsales is simple to use and doesn't take much time to learn how to use it effectively. In addition, the membership costs are reasonable and aren't seen as a barrier to the participation of the entire team.

Powerful integration tools!

Opmerkingen: Over all I think FreshSales has been an amazing addition to our company. We have easy access to customer accounts. We can creat tickets from FreshSales right into FreshDesk.

Pluspunten:

I love how I can integrate my other FreshWorks software as well as quickbooks. I can seamlessly maneuver the website and find the information I need for the most part.

Minpunten:

I wish there was a place to put the customers address right on the front part of their account. We have customers all over the globe and it can sometimes be bothersome to find the customers time zone or simply address to ship their orders.

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.

A great suite to improve marketing effectiveness

Opmerkingen: Using both Freshdesk and Freshsales to manage our relationships with users and the business opportunities that may arise is the most efficient way to improve our sales effectiveness.

Pluspunten:

We are using Freshsales together with Freshdesk and it is the perfect solution to help our customers and manage all our relationships with them in a quick and simple way through an effective streamline. By adding the Freshasales API code in Freshdesk, the tools are automatically synchronized in order to keep track of the relationships that have occurred with all users. Freshsales helps to reach specific goals by setting up a valuable deal for each lead imported inside it. The deal management is really intuitive, just like all the other features available. The contacts can be easily imported uploading your customer lists in csv or similar file format. The CRM offers a built-in phone, an integrated email system, a user behavior, tracking, and a reporting system. As already written, Freshsales is really intuitive and easy-to-use thanks to its accessible menus and filters. There is also the possibility to customize some overviews in order to keep all essential information at your fingertips. It is possible to automatize pipelines and workflows as needed. Freshworks tool offers a great help desk, you can get support by email using the ticket system, by chat or telephone. The support team is always ready to help.

Minpunten:

Some automatic reminders are missing. You can’t set specific alarms to be notified when a customer doesn’t get back to you or similar.

There is a good ease in working independent of your team, and still with your team on contacts;

Opmerkingen: I am able to work remotely from the office and stay on top of my clients, and the office information with one smooth and easy tool. Plus it is available on both my Android phone and my laptop, and that makes my on the go life easier.

Pluspunten:

I like that it is easy to learn and use. You can sort your data in several ways, and at the same time, and this allows you to really drill down when you are prioritizing your contacts for the day. It also lets you see how many contacts someone else on your team got to in a day/week etc. Which is valuable when you are in a manager role, and or planning what is coming to you, or how it is handled if it is handed off. Also there is a schedule email option, that allows you to plan out when your contact will get an email, which can be handy and it will also notify you once it is sent out. Also you can create email templates that are either for your individual use, or for team use, with great ease, keeping you all on message. There are a LOT of options, that let you customize your experience and your data, and keep you on track of your contacts. Including notes, and tasks. I like the notes to keep the file updated, and tasks to keep other team members all on the same page with what the client is told, and what stage they are in; it really makes for fast and smooth team communication. (As a side note, I don't know what we pay for the product, so I can't speak to the value for cost, only for the pros and cons of the actual day to day use. So I skipped that as it is NA to me personally.)

Minpunten:

When I have several pages of data, say 50 pages after my search, trying to get to page 35 is a little cumbersome, as I have to start at either page 1 or page 50, and go in the desired direction a few pages at a time. I can't just type in a box to go to page 35.

Simple, powerful CRM, for a fraction of the price

Opmerkingen: Overall, a great piece of software for a great price.

Pluspunten:

Has about 90% of the advanced features in pricier CRMs like Hubspot, for a fraction of the price. Super-friendly user interface, great support. Highly recommended!

Minpunten:

APIs still need some work. Migrating from Hubspot is a bit messy - the built-in process doesn't work too well. Missing the ad platform integrations as in Hubspot.

Best CRM Tool - Features, Pricing, Support

Pluspunten:

After having tried multiple tools for CRM, we shifted to using Freshsales and have not looked back. It offers the best set of features, all tightly knit into one tool rather than being spread apart, for a very attractive price. - User Behaviour Tracking: Email tracking right from the tool saves a lot of hassles. This coupled with speedy two-way email sync in the basic paid tier itself makes this a one-stop solution for conversations with clients. Knowing when they open a mail or click on links help track how a lead might convert to a deal and which leads to focus on. - Lead Scoring: Each lead is assigned a score based on their interaction with the company and the information provided. The profiles are also auto-enriched with the social credentials. This feature helps assess which lead might convert and take actions accordingly. - Easy scheduling of tasks and activities - Excellent support: Anytime we have reached out with a query, we have had a very speedy resolution whether it was with respect to the product, pricing or anything else.

Minpunten:

- Multiple Deal Pipelines: We are trying to track deals with different pipelines. While there is an option to create filters within the same pipeline, there isn't a feature yet to create different pipelines.

Excellent CRM for beginners

Opmerkingen: Our previous CRM was a bespoke system where our developer had "disappeared" and wasn't responding to support, so we needed a quick solution to replace it. I managed to manually copy all of our contacts from our old system into a spreadsheet which then imported easily into Freshsales. The overall experience is great and it's reassuring to know that the support team are so helpful. The product will likely need some customisation and integration to fully suit our needs but this is well in progress now and we're getting to grips with it very well.

Pluspunten:

The interface is well designed, easy on the eyes and easy to find your way around. The settings are organised into relevant subcategories and everything is easy to configure even for a novice. Importing contact data from a spreadsheet was very simple and saved us a load of time. Searching for contacts is a breeze, the search bar at the top includes all profile fields so it's easy to find the contact you're looking for. The support team go above and beyond to ensure you get setup quickly and to make sure Freshdesk operates exactly as you need it to and adapts to your existing business processes. For any query that I had, the team were proficient and made sure to find a solution that worked for me. This awesome support is even available on the free plan.

Minpunten:

I guess it's not really a problem with the software, but we moved from a bespoke CRM over to Freshsales and as someone not too experienced with this sort of software there was a lot of information to take in at once and learning where things are and how to use each feature occasionally took a little reading, but documentation is very well written and the support team just a quick call away if I got stuck.

Great CRM/Marketing Automation and Sales Tracking Tool

Opmerkingen: Every company representative that we have worked with has been very responsive and helpful. Our experience with the product as a whole has been very positive.

Pluspunten:

Freshworks has made it much easier for our company to collect and track our leads with automated processes that save us time. The other products that are connected to Freshsales are also highly beneficial for keeping everything within one system (support tickets, chat, marketing, etc.)

Minpunten:

I wish there were more in depth reporting options on the dashboard

Freshsales is intuitive and simple to use and incorporates VOIP services into the CRM.

Opmerkingen: Freshsales allows me to create email marketing campaigns and track my deals in one simple UI. I like how easy it is to navigate and I love the VOIP feature. I can get my work done much quicker and more effectively when using Freshsales. It helps me make more outbound calls and get in touch with more prospects.

Pluspunten:

I love Freshsales. The software is very easy to use and much more simpler then Saleforce.com. It's pricing is also fair and competitive and the email marketing, deals tabs and database are very easy to manipulate. Plus Freshsales is a part of a larger CRM service and allow you to bolt on other components if you want to do other things. I'm a huge fan of simple and Freshsales makes the whole process of sales CRM simple and easy. Very little ramp up time.

Minpunten:

It's close to impossible to get customer service person on the phone and they are not fast to react. It's a shame since some of their competitors do a much better job at this. I had a question about changing my credit card information and it just way to long to get the simple response I needed in order to fix the problem. They do have a resource center where you can ask questions, but I don't get the sense that customer service is a huge priority for them.

Not the best CRM

Opmerkingen: We are trying to solve the issue of lead management but till date it has been proven to be creating more issues like the subscription renewal issue for Indian users. It has loads of features, most of which are not required.

Pluspunten:

The reports feature is above par, it helps in getting an insightful look of the data and thus, helps in proper analysis of the data. The UI looks neat.

Minpunten:

UI is neat but very complex which ruins the user experience. It is also very slow and takes load of time to load. It has many irrelevant features which further degrades the UX.

Beware fraudulent billing practices at Freshworks!

Opmerkingen: Freshworks billing is borderline fraudulent. I had to contact my cc company and cancel my card to fight a charge they refuse to change. Auto bill is enabled on the account by default. The day of the annual renewal which I was unaware had arrived, our card was billed for the entire year in advance. We had wanted to change our plan and move to a month by month billing for a single user. After 3-4 calls a week to their billing department and 2 open tickets with their billing support portal I finally got a response from a rep, via email 24 days later. [SENSITIVE CONTENT HIDDEN] stated they don’t provide refunds. I was incensed as I charged without my approval for a service I didn’t want and reached out less than 12 hours after they charged my card. Unfortunately I had to fight their billing through my bank. Beware doing business with Freshworks, for any of their applications.

Pluspunten:

Their software has a clean design that is up to date and easy to use.

Minpunten:

Support and billing communication were horrendous.

We have used Freshsales as our main CRM system for many years.

Opmerkingen: Freshsales made it easy for my sales team to keep track of their prospects all the way through the sales cycle. Did not cost our company much money at all and was very easy to implement!

Pluspunten:

Freshsales makes creating and tracking leads for our financial services firm a breeze. You can integrate it within your email in order to track your prospects behaviors, which is extremely helpful. Makes your life easy when it comes to managing your deals and creating reports to track your progress. It is also very inexpensive for what you get!

Minpunten:

There are other CRM software packages out there, some of which offer more features than Freshsales. In my opinion, Freshsales provides the most "bang for your buck" when it comes to a CRM system.

CRM that makes our work easier

Opmerkingen: We were previously working with Pipeline deals but soon found ourselves in a difficult position since they were not providing the service that we needed. We switched to Freshsales and after setting it up it made our lives easier and has improved the productivity of the team.

Pluspunten:

1. Allows you to add multiple fields in all columns 2. Search bar shows all the details of the customer 3. Emails can be synchronized to see the history of the customer 4. Bulk Emails can easily be sent 5. Data exported is in separate files

Minpunten:

Setting the software up was a bit time consuming and since it has so many features that one needs to understand which plan is most suitable for their use.

Freshsales CRM for lead / deal management and sales campaigns

Opmerkingen: They are updating and adding new features quite regularly and have worked with us to get us up and running. But I think webinar training on how to do specific tasks or use new features would be really helpful.

Pluspunten:

ITs easily customisable and can create APIs to integrate to other systems quite easily. The visibility of bulk emails and sales campaigns within a contact field is really helpful to maintain a holistic overview of each type of communication you've had with them.

Minpunten:

When we started using it there wasnt an option to send sales campaigns to specific customer groups. So we've had to create a workflow for this. Also the chat function is helpful but they are slow to reply and often close a case and mark it as resolved when you've been inactive for 20mins! which is unfair when they take at least that long to reply to you!