Sage CRM vs Freshsales

Salesforce Sales Cloud

HubSpot CRM

Zoho CRM

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Speed up your business growth with our web-based CRM application: Sage, the leading supplier of business management solutions to small and medium businesses.

Campaign Management

Collaboration Tools

Configurable Workflow

Customer Engagement

Dashboard

Email Marketing

Forecasting

Marketing Automation

Performance Metrics

Pipeline Management

Real-Time Data

Real-Time Reporting

Reminders

Reporting & Statistics

Sales Pipeline Management

Sales Reports

Search

Sage CRM

Web-based

Windows

Linux

Android

Basic

AI and Automation Engineer

I’ve used it mainly to support sales and customer management processes, customize workflows, and integrate it with other Sage products like Sage 300.

At one point I even got separate solutions from different support specialists for the same issue I was facing, which was confusing and not what I expected.

REALTOR

Constantly having to "rank" the clients into groups based on their activity, so that I could market to "active" contacts was tedious.

Sales Consultant

The learning curve is quick, new salespeople are generally ready to go in 1-2 days.

It may be slightly antiquated when compared to newer accounting systems.

International Sales and Export Coordinator

I really loved that our Systems Integration Team could custom build workflows so applications within CRM work exactly as we needed them to and showing data which was relevant to us rather than having  'out of box' generic options

It was clunky, it was hard to manage my DB of contacts.  

HR and Accounting Specialist

We opted to use a different CRM for our main CRM needs because we felt like there were better CRM options and features in a different product.

Brand Marketing Manager

Easy to navigate and links with your clients etc.

Admin manager

You HAVE to use 3rd party contractors who charge you every single time you have an issue or don't understand what the extremely unclear technical language is asking for.

Sage crm is that the customer data is transmitted in real time.the application is easy to handle.reliable and accurate details and it has very good features.

How hard the product it is to use and the pricing.

There is WAY too much "technical jargon" that the average employee doesn't understand.

The documentation offered is not very well organized

The training is very limited and minimal.

Supply Chain 

With the Absence of offline accounting features, you cannot access accounting data without an internet connection

Business Development Manager 

I liked the ease of updating accounts and billing clients.

Lead Estimator

But Sage like to buy and squat on assets to bleed them dry without investing in development.

Marketing Manager

We primarily use it for database management

Director

Everyday accounting and balance sheet reports.

Availability of web portal with no need for any upgrade

Almost all of our departments have migrated away from Sage.

Features

Pricing

Sales Management

Bugs and Issues

Contact Management

Data Management

User Interface

Client Management

Upgrades and Updates

Payment Processing

Small Business

Freelancers

Large Enterprises

Sage

Head of CSM

Support is particularly bad, a lack of understanding of their product.

Operations Manager

Based on this and the support opening times, I expect to move us to another business suite, probably Zoho, within a year or so.

Freshworks CRM Sales Cloud is a complete solution for sales teams to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights and nurture customer relationships. The Sales Cloud empowers sales teams with more time for selling by automating the sales process.

A/B Testing

Access Controls/Permissions

Activity Dashboard

Activity/News Feed

Activity Tracking

Alerts/Notifications

Appointment Management

Appointment Scheduling

Audience Targeting

Autoresponders

Behavior Tracking

Budgeting/Forecasting

Calendar Management

Calendar/Reminder System

Calendar Sync

Call List Management

Call Logging

Call Recording

Campaign Planning

Campaign Segmentation

Case Notes

Chat/Messaging

Click Tracking

Client Tracking

Communication Management

Conflict Management

Contact Database

Contract/License Management

Customer Database

Customer Social Profiles

Customer Support

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Data Import/Export

Data Visualization

Deal Management

Docket Management

Document Management

Document Storage

Donor Management

Drag & Drop

Drip Campaigns

Electronic Signature

Email Distribution

Email Management

Email Response Control

Email Sequences

Email Templates

Email Tracking

Event Triggered Actions

Field Sales Management

For Financial Institutions

For Insurance Industry

For iPad Devices

For Nonprofits

For Real Estate

For Sales Teams/Organizations

For Small Businesses

For Startups

Funnel Analysis

Heatmaps

Interaction Tracking

Internal Chat Integration

Key Performance Indicators

Landing Pages/Web Forms

Lead Capture

Lead Distribution

Lead Management

Lead Nurturing

Lead Qualification

Lead Scoring

Lead Segmentation

Legal Case Management

List Management

Live Chat

Location Tracking

Mobile Access

Mobile App

Multi-Channel Communication

Multi-Currency

Multivariate Testing

Opportunity Management

Performance Management

Personalization

By industry, Freshsales reviewers are most commonly professionals in information technology and services (17%). The most frequent use case for Freshsales cited by reviewers is CRM (72% of reviewers).

Users and use cases

The Freshsales integration most frequently cited by reviewers is Gmail, an email management product rated 4.0 out of 5 for its integration with Freshsales.

Integrations

Freshsales is a CRM tool with key features that include contact database, contact management, lead management, and more.

Freshsales

iPhone

iPad

Insightly

Pipedrive

HubSpot Sales Hub

Bitrix24

Zendesk Sell

Vtiger CRM

Capsule

monday.com

Streak

Claritysoft CRM

Free

Growth

Enterprise

Difficulties with billing and access

69% of reviewers feel negative about Freshsales’ account management. Users report issues with billing practices, such as being charged after cancellation or for unused services, and find the refund process unresponsive or complicated. Some reviewers say updating account information or resolving billing disputes is time-consuming and frustrating. They indicate that managing account access, switching between accounts, and handling login procedures can be confusing. Reviewers express concerns about data security, especially regarding stored credit card details, and feel customer support is slow to address account-related problems.

Frequent software glitches and frustrations

Every day I discover new errors - limitations and bugs in the system.  

74% of reviewers feel negative about Freshsales’ bugs and technical issues. Users report encountering persistent glitches that disrupt daily operations, including problems with templates, system updates introducing new errors, and general instability. Some reviewers find that resolving these issues often requires repeated support interactions, with fixes taking a long time or not arriving at all. They mention that bugs can impact usability, cause data loss, and undermine confidence in the software. Reviewers say ongoing technical problems make it challenging to rely on the platform for critical business functions.

Efficient campaign management tools

91% of reviewers feel positive about Freshsales’ email campaign functionality. Users report that creating, managing, and automating email campaigns is straightforward and effective. Some reviewers appreciate the ability to segment leads, use templates, and track campaign performance within the platform. They say automation features and workflows simplify outreach and follow-up processes, while bulk email options and easy setup save time. Reviewers indicate that campaign metrics and reporting provide valuable feedback for refining marketing strategies and improving communication with prospects and customers.

Comprehensive email engagement insights

91% of reviewers feel positive about Freshsales’ email tracking capabilities. Users say the ability to monitor when emails are opened or links are clicked is valuable for managing client communications and follow-ups. Some reviewers find integrated tracking helps them measure engagement and prioritize leads, while others indicate that having all client interactions in one place streamlines their workflow. They appreciate the automatic tracking features, which save time and help ensure timely responses. Reviewers mention that tracking metrics like open and click rates provide actionable insights for their sales and marketing efforts.

Simple onboarding and navigation

94% of reviewers feel positive about Freshsales’ ease of use. Users say the platform is intuitive and straightforward, making it accessible even for those with limited technical skills. Some reviewers find the clean design and logical layout reduce the learning curve, while others appreciate the clear help guides and tutorials that support quick adoption. They indicate that setup and daily operations are uncomplicated, allowing teams to get started efficiently. Reviewers appreciate that the system is user-friendly for both beginners and experienced users, and they find it easy to train new team members on the software.