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Sales management solution
Recommended
jainz J.
BDE
Marketing and Advertising, 51-200 employees
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Speaker 1: Hi, my name is Jay. I'm a data manager and I rate Freshworks five out of five. For more reviews...
Peter V.
Insurance, 11-50 employees
Used daily for 2+ years
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Before Fresh sales, my team and I were using SalesForce. It was far too messy, complex, and I had more meetings with my team to try and figure out the details in a month than I've had in a quarter! We decided to take a look at Freshsales when it came out (end of 2016 I believe), mainly because we've been using Fresh Desk for years and wanted to give them a shot. After the demo, it was a no-brainer....
There's a number of features I like...reporting, email tracking, lead scoring...Sure, some CRMs out there have all these as well, but everything is so darn well packed and easy to use! If I had to choose one, I'd say email tracking. That had helped a lot with follow-ups and our sales funnel in general.
Can't say there is anything I dislike about the software at present time; it did lack certain features upon release, but the current version has everything we need to take our prospect from point A to point C(lose).
Nikhil V.
Information Technology and Services, 201-500 employees
Used daily for 6-12 months
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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.
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.
Notifications although automated can sometimes be delayed.
Matthew B.
E-Learning, 11-50 employees
Used daily for 2+ years
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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.
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.
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Events Services, 11-50 employees
Used daily for 2+ years
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With Freshworks, there are always bugs in the system to fix and improvements to make.
Features are mostly standard and nothing outstanding
Support engineers can take months if not a few years to fix the issue.
Luis Miguel M.
Telecommunications, 51-200 employees
Used daily for 1-2 years
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This a cloud-based CRM that includes many features and very useful thinking to turn this solution into a key element of the sales team
Freshsales is a great tool to start a good CRM effort, it has a lot of useful features that make it a good fit for those starting a professional sales team
The main thing doesn't work for us on this was the problem integrating with our ERP and we ended to move to a CRM already integrated with our ERP
James N.
Market Research, 1-10 employees
Used daily for less than 6 months
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Frustrating and disappointing. It has potential, but there is a lost leader there somewhere..
Easy set up, intuitive interface, good gmail integration, decent price. I once called them for help on a saturday and someone answered and was very helpful. (read our cons however)
Customer service and account support are terrible- email and ticket support queries never get resolved. Horribly time consuming, contacted by 4-5 different representatives, each one not familiar with the problem. We tried their trial twice as we thought giving it a second chance might have a different outcome. Wrong. The integration with Freshcaller didn't work and they couldnt fix it. Frustrating experience. We decided to go back to the simplest CRM's possible with the best customer service for half this price.
Raunaque H.
Information Technology and Services, 51-200 employees
Used daily for 1-2 years
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The feature of Marketing Automation & Sales sequences are very good. I can modify it according to my convenience. I can create many journeys that can run simultaneously.
Sometimes, customer support takes a lot of time to solve the queries.
Conor M.
Hospitality, 1-10 employees
Used daily for less than 6 months
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Very good.
500 emails per day for free. Nice pipeline management, hands on intro video calls with personal advisor.
User interface is confusing. Difficult to change these around.
Alfredo S.
Marketing and Advertising, 1-10 employees
Used weekly for 1-2 years
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The most impactful features of Freshsales are Lead Scoring, Email Tracking, and Visual Sales Pipeline. Its customer support team is superb
The login experience sometimes is tricky.
Edward F.
Real Estate, self-employed
Used weekly for 6-12 months
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The software is user friendly. The how to videos are great references.
Have not explored everything yet to determine this.
Tanmayu V.
Human Resources, 201-500 employees
Used daily for 6-12 months
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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.
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.
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.
Gregor G.
Machinery, 11-50 employees
Used daily for 2+ years
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Overall experience is good. Now that we are on an enterprise plan, support is good. When we were not enterprise client, the support was often slow.
This product offers a lot of features and does offer a multi-touchpoint approach. Email journeys, Whatsapp integration, Chatbots, SMS...
I miss if/than functionality in workflows. That would greatly reduce the manual work when setting up the workflows and adding new conditions. Another thing that I do not like is the policy and the pricing related to the marketing contacts. All plans have the limitation of 1000 marketing emails per month. This can be quickly exceeded especially if you are sending newsletters to your contacts. There is an option to upgrade, but that is way too expensive and completely unscalable when a business grows. We have overcome that with integrating CRM with SMTP service that takes over this part and is calculated on the number of emails sent.
Karan P.
Computer Networking, 501-1,000 employees
Used weekly for 2+ years
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Intuitive workflows - can get started within a few minutes. No training or certification needed. Offers great documentation and free Support. Diversified into almost every domain that users need from a CRM.
Faced 2-3 roadblocks during implementation, was tough to get it resolved. Better product classification/design to simplify their offerings.
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Mining & Metals, 11-50 employees
Used daily for less than 6 months
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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.
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
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.
Jurgen H.
Management Consulting, 11-50 employees
Used daily for less than 6 months
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So far, it's been all good!
- 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
Nothing I like least so far! The team and software is great!
Wolfgang B.
Marketing and Advertising, 11-50 employees
Used daily for less than 6 months
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To convince my companies boss to go with and acquire Freshsales was very easy. The daily joy and enthusiasm working with this programme showed in givng great results in a very short time. Upload data, create a mailing template, select clients, press the bulk e-mail button and wait. Shortly you can see who received and opened your mail and also if they clicked any links in e-mail provided. A perfect...
There is so much in Freshsales that it is impossible to list all the pro's. But only a few functions are needed to get started. Appart from easy accesible menus, logic selectable filters, customizable deal overviews, pipelines and workflow automatization, all you need to do is upload your client data from e.g. an Excel file and you are basically ready to roll. At every step getting to know Freshsales I was able to contact Customer Support via chat and was guided non-stop during my 30 day trial. You can even book sveral one on one remote sessions to have all your questions answered and shown on screen. The knowledge database also is very well organized with videos and FAQ's.
There is nothing bad I can say regards Freshsales. It's true, that there is a lot to take in. To get everything out of all the available features, there is a steep learning curve that leans towards a small portion of CRM administrational work. But if you wanna keep it simple, it lets you do that. Only if you start to work with more data, more clients, more workflows can it become a bit overbearing. But that's with every other CRM also.
Elisa P.
Packaging and Containers, 11-50 employees
Used daily for 1-2 years
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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.
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...
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.
Huan P.
Computer Networking, 51-200 employees
Used daily for 1-2 years
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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.
I used the mid tier plan so I don’t have access to the Sale Forecast function with really important.
Theresa R.
Used daily for less than 6 months
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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.
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...
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.
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Computer Software, 11-50 employees
Used daily for less than 6 months
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Our experiences have been lots of problems, no solutions.
They always remember to say "thank you for your patience" when telling us our support tickets haven't been resolved yet.
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...
Robert F.
Utilities, 11-50 employees
Used daily for less than 6 months
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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.
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.
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.
Leslie H.
Computer Software, 1-10 employees
Used daily for 1-2 years
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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.
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.)
I wish there were more in depth reporting options on the dashboard
Verified reviewer
Management Consulting, 51-200 employees
Used daily for 6-12 months
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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.
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.
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.
NITHIN S.
Marketing and Advertising, 11-50 employees
Used daily for 6-12 months
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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.
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.
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.
Shreyansh S.
Staffing and Recruiting, 11-50 employees
Used daily for 6-12 months
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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.
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.
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.