Freshsales Reviews

Easy Automation

Comments: Created marketing campaigns to predict sales, created scenarios to see the different results, created templates from scratch with the team to see what else we can do for more.

Pros:

The design and the usage of salesforce automation feature makes Freshsales the best as it has the simplest but most effective features that enables you to create, customize, modify, and monitor sales activities. Creating several marketing campaigns in a short time is also another best feature of Freshsales, the team can work on them and generate reports to high management and even it can give you a prediction of a campaign over a time line. Integration with other products on another hand is also very usable as we used it with other software which worked fine.

Cons:

The version updates could be a headache for larger companies, migration could take a few months, customer support after sales should be much faster.

For a CRM, FreshSales really shines

Comments: The lack of transparency in my sales operations is an issue that Freshsales helps me address. Having a clearer picture of the state of my sales operations and more accurate records has helped me become more efficient. I can now track the progress of my open sales opportunities, establish realistic sales targets, and increase my chances of closing those agreements.

Pros:

Using this solution's centralized platform, firms may better monitor their sales processes through the use of tools like event tracking, prospecting activities, customer contact tracking, sales activity management, dependable customer support, and internal information sharing.

Cons:

Since Freshsales is a cloud-based service, it works best in other cloud-based or cloud-oriented settings and may not be suitable for a company that relies solely on on-premises infrastructure.

Great customer relationship management system

Comments: Overall, my time spent working with Freshsales has been really positive. Our sales team's productivity and cooperation have both greatly benefited from this. Because of its intuitive design and abundance of useful features, it has proven to be an invaluable tool in our sales operations.

Pros:

Freshsales' friendly user interface and extensive CRM features are definite pluses. The sales process is simplified because to the lead score and AI-driven insights, which assist prioritize and nurture leads more efficiently.

Cons:

The reporting capabilities, while competent, might benefit from greater customization choices. More granular data could be gleaned from reports if they were more adaptable.

Buggy product and horrible customer service

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

Pros:

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

Cons:

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

Alternatives Considered: Zoho CRM and HubSpot CRM

Reasons for Choosing Freshsales: We were using the free version of hubspot which was pretty good but their paid version was ore expensive than Freshsales

Switched From: HubSpot CRM

Reasons for Switching to Freshsales: It was cheaper than hubspot

An Excellent All-In-One CRM and EDM Platform

Pros:

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.

Cons:

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.

Alternatives Considered: HubSpot CRM

Reasons for Choosing Freshsales: Freshsales is much better value for money.

Switched From: Zoho CRM and Mailchimp

Reasons for Switching to Freshsales: I heard good things about Freshworks on LinkedIn and liked their all-in-one approach.

If you need support, look elsewhere

Comments: In short, great app, downright awful support

Pros:

Very easy to implement. Currently using FreshDesk, FreshCaller and FreshSales. Great integration, everything works quite well.

Cons:

As long as you do not need help from support, you will be fine. Every time that I have contacted support it has unfortunately been very disappointing. Even the most basic question takes an inordinate amount of time to get a response. Specific issue on FreshSales that really was upsetting is the fact that under the blossom program you get absolutely no reports, zero. In order to get reports, you have to upgrade to the next plan, garden. The cost per user goes from 12 to 25 if you are on the annual plan or 19 to 35 on the monthly. It is really hard to understand why some basic reports were not provided under blossom. Yes, the app is very useable without reports, however, if you are managing a team and want to see data across users, forget about it. You need reports and will have to migrate to the next plan up. I cannot stress the fact that the support is just simply not a priority for them, for many folks this could be the one thing that will force them to look somewhere else.

Alternatives Considered: Salesforce Platform and Zendesk Suite

Reasons for Switching to Freshsales: The decision to choose freshworks was for most part driving by cost.

Great CRM Platform for Startups and Growing Businesses

Comments: 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.

Pros:

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.

Cons:

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.

Alternatives Considered: Zoho CRM

Reasons for Choosing Freshsales: Bitrix24 interface was overwhelming for our team.

Switched From: Bitrix24

Outstanding Sales CRM

Comments: Freshsales is helping our business grow and spread our product to new lucky customers

Pros:

The integration process was quick and seamless. This product has all the needed features of an outstanding Sales CRM such as Lead Capture, Contact Management, Omni channel support and much more.

Cons:

If FreshSales can be integrated with AI tools such as Vonage AI and ChatGPT that would be the greatest software package one can dream of.

Alternatives Considered: HubSpot Sales Hub

Reasons for Switching to Freshsales: Freshsales is easier to use has more features and it is cheaper

FreshSales: An extensive CRM for all your needs

Comments: 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.

Pros:

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.

Cons:

Notifications although automated can sometimes be delayed.

Best Features of Freshsales CRM

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

Pros:

Phone system & O365 Email Integration & reporting features.

Cons:

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

Alternatives Considered: Salesforce Sales Cloud, Bitrix24 and HubSpot CRM

Reasons for Choosing Freshsales: Integration & cost optimizing

Reasons for Switching to Freshsales: Out of box setup, unlimited tech chat/email support, phone system & email click setup.

Freshsales

Comments: The tool we were previously using did not have the option to create deals and manage your revenue generation and pipeline, but ever since we have shifted to freshsales, that problem has disappeared. Also, the reporting and the analytics freshsales offers helps us in keeping track of all our data, activity and how we can streamline the process of sales and pipeline management. Other than that we can also create tasks and meetings on the dashboard, but now we have an all one in solution for all of this, thanks to freshsales.

Pros:

The interface is really good and the software is very easy to use. You can also run campaigns and sequences on your contacts with freshsales. Deals and pipeline management is very good and you can create all kinds of reports to keep track of everything.

Cons:

The onboarding process was a bit longer than expected, and integration with other tools is also a bit difficult. Other than that, there is a monthly limit of only 1000 marketing emails in a month which seems rather wrong and to increase that, you have to pay extra which is a lot.

Alternatives Considered: Zoho CRM

Reasons for Choosing Freshsales: The option of managing deals and pipeline was not available on leadsquared. The interface is very old, and the platform is very slow and laggy.

Switched From: LeadSquared

Reasons for Switching to Freshsales: We liked the interface and the deal and pipeline management dashboard of Freshsales more than that of Zoho.

Freshsales review by Nick Chambers

Comments: Managing email campgins in a personalised and professional way. Keeping track of and updating changes in circumstances to our correspondents in real time. Filtering contacts according to specific criteria.

Pros:

The customer support - without it we could not have implemented and continue to find new ways of applying it to manage our relationships and grow our business

Cons:

That you cannot create a list of contacts to email straight from your inbox. We often need to send semi standardises responses to several contacts awaiting a reply. At the moment it is not possibe to select and set them up for a bulk email. This would save us a lot of time if you created this very simple feature.

Alternatives Considered: Zoho CRM and Salesforce Sales Cloud

Reasons for Switching to Freshsales: Because the testing process was so efficient and userfriedly and we never felt alone though out and we made the right choice because customer support has continued to be so good since the purchase.

Just the push your sales team needs!

Comments: FreshSales has helped me in -
1. Delegating tasks to the team
2. Tracking of team activity / performance
3. Increase accuracy of sales forecast
4. Identifying neglected contacts in the database

Pros:

Comprehensive CRM tool which blends in with your e-mail box. Primary advantage is that it screens and displays e-mails only from the contacts listed in the CRM (no need to browse through internal / vendor communication, while searching for any e-mail). Further, it categorizes conversations corresponding to a particular person (contact), company or any deal. Also, including complete record of calls, e-mails, chat and other communication to one customer by various people in the organization The ease of task delegation / collaboration with others in the team is a cakewalk with FreshSales. Another benefit is task, appointment reminders across time zones. In addition to this, it can also tag the location for the meeting accurately on google maps / Uber app. Tracking of e-mails - it not only tracks if the e-mail is opened but records the number of times it has been opened with the respective time-stamp. One more highlight is the bulk e-mailing to the complete database at a single click. Importantly, the e-mails are recorded as individual emails to parties in your e-mail box with a metric analysis of opens, bounces, clicks of the shared hyperlink. Second aspect to the CRM tool is the managerial feature of generating reports. It displays reports for all team members with respective sales activities, follow-ups, action items against every deal. Access of complete database via the mobile App! This enables quick review and follow-up drastically reducing response time to customers.

Cons:

A limitation observed is that the software takes longer time to load in case of heavily loaded database.

A great suite to improve marketing effectiveness

Comments: 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.

Pros:

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.

Cons:

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.

Lots of issues w/ CRM migration + bugs

Comments: Overall very disappointed - we have had expensive downtime for our sales team, actual downtime from our customers not being able to use our software due to their tracking snippet and hours spent going back and forth with their support team not getting to a resolution. Amazing they have raised so much money and have not been able to address these issues. Doesn't feel like a production ready software product.

Pros:

Liked the featureset and price and the fact that they promised full migration support from our previous CRM. Unfortunately it did not turn out as advertised.

Cons:

During the sales process I was told that they would provide full service assistance with migrating us from a previous CRM and this was a big reason why we picked Freshsales after a through search across the options in the market. They told us it would be completed by a certain date and then missed the deadline - my sales team had no CRM for over a week and was logging all their notes in spreadsheets! Then when the incomplete data showed up, we were missing the dates of actions along with whole categories of actions. I'm writing this 5mo later and after working with multiple support personnel from Freshsales this is still not resolved. We've also had issues with bugs in the software including their snippet which tracks website actions blocking folks from being able to login to our software 2x. Twice we've had slow performance on our web app reported (we run a software company) and our engineering team has troubleshot and pinpointed the Freshsales snippet as the source of the problem. The call feature with call recording is not usable with customers reporting choppy connection / poor connection on over 50% of calls. Numerous small bugs found in the software that affect usabiilty. We build software and it's very clear that they need improvements to their software testing process and less overpromising from their support team.

Simple, powerful CRM, for a fraction of the price

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

Pros:

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!

Cons:

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.

Alternatives Considered: Zoho CRM and Pipedrive

Reasons for Choosing Freshsales: Price

Switched From: HubSpot CRM

Reasons for Switching to Freshsales: Features, price, ease of use.

Best CRM Tool - Features, Pricing, Support

Pros:

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.

Cons:

- 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.

A nice, lite alternative to SalesForce

Comments: Very responsive and their support is fast

Pros:

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

Cons:

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

Alternatives Considered: Copper

Reasons for Choosing Freshsales: Cost and functionality

Switched From: Salesforce Sales Cloud

Reasons for Switching to Freshsales: They were also a new startup

Full Featured Reasonably Priced Sales CRM

Comments: As a new startup, I was looking for a modern, full featured sales CRM that was affordable and easy to use. I also wanted it to be able to do some marketing automation. I wanted something that was a mix of SalesForce and Hubspot, but for smaller players like myself who don't have an enterprise budget. I found that with Freshsales. I'd highly recommend giving it a try.

Pros:

I love the combination of ease of use, workflow automation, and value. My favorite feature are the workflows where I can set up a drip email campaign for new contacts that my sales reps acquire. It allows a nice mix of direct sales and automated marketing to achieve conversions. I also like the nice integration with Freshdesk, their companion customer CRM.

Cons:

There's not much that I don't like. I'd love to see a feature where contacts can be contacted through other digital channels other than just traditional email - for example, Facebook Messenger and SMS. The software does pull in Facebook information automatically which is great. I'd love to see them take it a step further and allow for messaging through Facebook, as well as a way to send SMS messages/reminders.

Feels like a breath of fresh air

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

Pros:

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.

Cons:

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

Freshsales helps medium sized businesses manage the process

Comments: Freshsales has made the process of managing leads and communicating with them till they become contacts through to client a more manageable process for our clients. it has also worked well for us. Freshsales is really the Sales force for the emerging enterprise.

Pros:

If you want the functionality and capability of SalesForce for your medium sized business but you just don't have the budget, then FreshSales is the right software for you. I guarantee you you will be blown away by the functionality and the outputs you get from this for a fraction of the investment on what other corporates invest into their Sales CRM. There is too much to mention. You can synchronize emails to customers and the software is very easily customizable. It can be integrated quite easily with other software to enhance functionality. My medium sized businesses are over the moon with this software. From the reports you get, you can easily analyze the sales process and wee where the bottlenecks are.

Cons:

Freshsales is priced on multiple users. This can get quite expensive for smaller businesses trying to tes out certain sales strategies. This is why I would recommend this more for medium sized busiensses.

All in one best CRM suite

Comments: Freshsales helped us to automate our outbound sales activity and generate extensive reporting

Pros:

1) Ease of implementation and setup 2) Customer support 3) Very optimized CRM 4) Clean UI and UX

Cons:

Need more sales enablement options for outbound sales activities. i.e 1) Send cold emails specific to prospects' time zone 2) Ability to send emails per our scheduled time than 30 mins buffer available in Freshsales CRM

Alternatives Considered: Outplay and HubSpot CRM

Reasons for Switching to Freshsales: Pricing and easy setup

FreshSales

Comments: Very good. Our sales team use it daily with very good results

Pros:

FreshSales is easy to set up, import contacts, accounts and deals. Once you do that you are ready to start using it.

Cons:

The search engine is not very intuitive. You cannot combine key words from different modules ie. account name and deal name to narrow down results. In this aspect SalesForce was superior

Buggy and full of errors

Comments: I am disgusted that I spent the money and will not renew, As soon as I am able to transfer my hostage contacts I will move to another hopefully better system.

Pros:

The software is in the cloud can use it from anywhere

Cons:

The software is full of bugs, the support people are very helpful but I do feedback on the errors I reported and no fix either. Every day I discover new errors - limitations and bugs in the system. I will not renew my subscription. The worst part for me is the fact that I have been unable to export my contacts from the system - which limits me to go to another system that works more reliable. I am also not impressed that my credit card details are stored by the system. This is actually open to fraud and hacking - so if their buggy system gets hacked then my credit card details are open to the hackers. NOT VERY NICE

Freshsales Review

Comments: Our company has never had a CRM system before and we did everything via paper files. Incorporating a CRM was the way for us to bring our company into the future and grow our client base. As you can imagine trying to find a system that works for everyone is difficult especially when alot of my colleagues are not familiar in complex computer tasks. We have tried a few CRM systems, and all apart from Freshsales were far to complicated and overpriced. Freshsales stood out from the rest due to it's ease of use and instant online support. Since using Freshales there has been a dramatic change in the business for the better. Things are more organised and files never go missing like before with the paper files. Communication is far better between colleagues as we can all see each others updates and dashboards. We can now all help each other out, as all of our cases for different clients can all be viewed together. Freshsales is definitely something I cannot live without now it has been introduced.

Pros:

The ability to customise everything around the business and needs is great. The default settings already in place are already great and give me a lot of inspiration on how I want my system to look. I love the fact I can make reports on pretty much any category I choose. This is particularly good for updating different clients on their cases.

Cons:

The only issue I have which is very minor, is that when uploading files to cases it can only be done one by one and you cannot load files in bulk. It would also be great to have a drag and drop feature for files.