Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business.
It's open API allowed us to develop some really cool things. Such as event tracking from our website that is attached to a users FreshSales profile.
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.
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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.
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.
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
Best high end software for sales manager and their team working in startups
Comments: 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.
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.
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.
Reasons for Choosing Freshsales: tawk.to is much easier tool but its not beneficial for lead generation, its mostly useful for customer support or after sales service. Freshasales is all round tool that made me choose this software.
Switched From: tawk.to
An Excellent All-In-One CRM and EDM Platform
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.
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.
Reasons for Switching to Freshsales: I heard good things about Freshworks on LinkedIn and liked their all-in-one approach.
Freshsales. Fresh start.
Comments: This was our company's first CRM. We still enjoy Freshsales, but often find quirks and areas for improvement that we sent to our representative. There have been advancements since we started with Fresh, but would love to know more insight on what's to come in the next year and three-year plan, so we can prepare and know how the system will improve over time.
Up front, nothing seems overcomplicated. It has the essentials we need to track business on the sales side. Those who tend to support tickets are quite helpful. Happy with the timely, honest support we receive!
As with any system, there are areas of improvement, wishes for changes, and improvements we would love to see implemented. I wish there were more transparent check-ins telling us upcoming changes that are being worked on in the background. I also wish we were notified when updates were going to run so that could better prepare when "Blackout" periods are going to take place during the workday.
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.
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.
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.
FreshSales is a CRM that is easy to use and configure
Comments: Facilitating the organization of all of our potential customers' contact information and email history in one location. You may utilize their reporting function to maintain tabs on sales and top performers, and you can use and build email templates to speed up communication with prospects and customers.
Freshsales is an intuitive CRM that is always seeking to better itself. I appreciate that my suggestions are not only heard but also acted upon. It's simple to integrate with your email and offers cross-platform support for apps like Acuity and Google Calendar.
If the leads have different addresses, please don't ask for them twice. The CRM software FreshSales will flag a lead as duplicate if there are multiples with the same name.
Freshsales CRM is a good solution for Insurance Companies
Comments: Freshsales has helped our organization overall. Our Insurance agents access everything from Leads, Customers, and Communications (SMS, Email, Chat) in Freshsales CRM. We have also integrated our internal systems with Freshsales CRM through custom app developments to customize the CRM as per our business requirements.
- Good customer support team- Price- Customizations- Marketing capabilities- Add ons- Customer communication mediums (SMS/Email/Chat, Chat bots)
- Product bugs- Feature limitations- Freshworks product integrations do not talk well with each other
Reasons for Switching to Freshsales: We got a better price, overall product pitch & the Freshsales team accommodated our custom requirements
Outstanding Sales CRM
Comments: Freshsales is helping our business grow and spread our product to new lucky customers
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.
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
A good solid CRM product and service
Comments: A good product with good service back up
We use the WhatsApp. marketing on a weekly basis
WHatsApp journey gliches, although this may be a fault with Meta
Reasons for Choosing Freshsales: We switched from Monday.com for ethical reasons. We did not want to use a product that was from a company operating out of an immoral apartheid state such as Israel. As an organisation we boycott all Israeli products and services and support the United Nations in condeming the illegal occupation of Palestine and oppression of the Palestinian people. We believe in a free Palestine.
Reasons for Switching to Freshsales: We liked the sales approach from Freshsales
Easy CRM for everyone - from small to large business
Comments: Fantastic product
I made first experience with SAGE CRM and Salesforce before I started with Freshsales. Implementation was very easy. I use it every day to follow up on sales leads and I send out a newsletter every month. But the best thing about Freshales is the support by Chat. You get immediate responses and help so that can get the job done. In most other CRM solutions there is either no support or it takes forever to respond.
nothing really, Sometimes I miss functionality that is only available at higher costs by purchasing more expensive plans
Buggy product and horrible customer service
Comments: I wouldnt recommend it to anyone and regret paying for the product
Not much. The product is OK but the support is just mind-numbing
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
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
If you need support, look elsewhere
Comments: In short, great app, downright awful support
Very easy to implement. Currently using FreshDesk, FreshCaller and FreshSales. Great integration, everything works quite well.
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.
Reasons for Switching to Freshsales: The decision to choose freshworks was for most part driving by cost.
all most all the competing CRM providers cannot match the price and features that Freas sales proved
Comments: Saved our company a lot of man hours, and now the company has issued 7.5 hour work day from the overall time saved using freshsales CRM
the one feature that caught my eye was the sales automation tool, which made my life and my team's life better in all ways; we saw a 10% growth through Freashsales alone; our team considers Freshsales CRMas a fellow employee who does Automations.
I would like more options in the sales sequence in the feature, like doing a trial run, getting custom dates on when it should run, etc.
Alternatives Considered: monday.com
Reasons for Choosing Freshsales: November 2021
Switched From: HubSpot CRM
Reasons for Switching to Freshsales: The price vs. features compared to other providers was very competitive as we were a growing company.
Missing things rivals do well
Not great. Customer service is excellent, though!
Things I think should be basic (or I used in Pipedrive) just don't exist or don't work in Freshsales.
What it has is pretty easy to use, and finally with the addition of timeline view, getting different views is good. Creating reports is not easy, although very powerful.
Mail integration is pointless for me. If set to 'auto', all emails from a client appear on all of their deals, rather than having intelligent algorithms that are deal-specific. Also, no search function on email page immediately makes have email sync pointless for me. Sync is slow. I can add a deal, or a contact, but often won't appear in searches for a long time, so I can't start linking emails or creating new deals.
Freshsales is one of the best tools for lead management and generating more opportunities
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.
Freshsales has a lot of features, and it will take some time for you to learn how to use these features to your advantage.
Alternatives Considered: Freshchat
Reasons for Switching to Freshsales: We use Freshworks in general from Freshdesk, Freshcaller, Freshchat and Freshsales. It's our company's main CRM tool.
Creates unrivalled efficiency for the team.
Comments: As previously mentioned, genuinely outstanding.
Outstanding software. Having everything needed in place, all lead tracking, lead generation, marketing and calls, really does the 360 feel freshworks are aiming towards. Customer support is unrivalled across all other software we have used previously. I would go as far as saying it’s better than any software or saas support I have come across.
Having too many features to implement quickly!
Good sales and marketing CRM
Comments: It's fine overall but earlier support was good and now it's difficult to get a hold of rep.
It's comprehensive as this has functionalities for both sales and marketing. This also has freshchat feature which we are using on our website.
The support is not good and on the other hand they have made a newer version of it and it took 6 months to migrate us to newer version for the older one.
Alternatives Considered: Salesforce Sales Cloud
Reasons for Switching to Freshsales: It's cheap compared to salesforce and has more or less same functionality.
Just the push your sales team needs!
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
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.
A limitation observed is that the software takes longer time to load in case of heavily loaded database.
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.
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.
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.
Exactly what I needed to manage my workflow at a glance
Comments: I knew what the problems were in managing my workflow, but I couldn't envision or describe the kind of software that could be helpful without just being "another thing" to check and organize and worry about. Freshsales is easy and intuitive and offers solutions to my exact issues. The support team is always friendly and prompt when I have questions. If I'm looking for a way to do something and don't see it, the support team shows me how. My experience with Freshsales has been better than expected.
Freshsales lets me intuitively organize large projects with lots of complexities and moving parts. I live on the "My Deals" page, where I've customized the stages to see exactly where each client - and their corresponding projects and tasks - falls in my current, active sales funnel, from initial contact to final payment. I like flipping over to the "Tasks" page to see exactly what I'm supposed to accomplish right now - and which task(s) I'll need to tackle immediately after.
Though my organizational needs are fairly simple compared to larger firms and other industries, I could see most companies and their teams using Freshsales to their benefit. There isn't anything I dislike, but again, my needs are simple and there are tons more features available that I won't even touch. Fortunately, those expanded capabilities don't intrude with my use of the software - they are just there in the background if I ever need them.
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.
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.
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.
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.
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.
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.
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
1) Ease of implementation and setup 2) Customer support 3) Very optimized CRM 4) Clean UI and UX
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
Reasons for Switching to Freshsales: Pricing and easy setup
Comments: Very good. Our sales team use it daily with very good results
FreshSales is easy to set up, import contacts, accounts and deals. Once you do that you are ready to start using it.
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