Freshsales

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.

Pros

Easily view customer profiles.
Edit the views to see what is needed most - for example, we have important details at the top of their profile, like their contact details.
It records all communication in one location for quick access when needed.
Fairly simple navigation structure, search bar to find customers, navigation bar down the side to access different areas of their profile.
The analytics section allow you to create reports that can update themselves, making it easy to monitor and view necessary information, the reports also easily convert to an Excel Spreadsheet.
Our phone system is built into this system, meaning we can see who is calling and when you click their name, it brings you straight to the customer profile.
Automated emails when fields are updated take a lot of work off our hands.

Cons

I've found creating Analytics Reports to be very complicated and difficult to understand - you need to follow the guidance on how to do this, or have help from someone who does understand, they did not seem simple to set up.
It will prompt you to refresh the page fairly often, meaning you lose you place on a page and have to scroll back down.
The system only allows for a certain amount of field's per customer, meaning you have to make learning records for the courses, which are on a different page from their profile and are not as easy to view.

Pros

Cost-effective. It has a lot of integration capabilities and very useful from the sales and marketing perspective

Cons

The base plan has vey limited features when compared to the other CRM softwares.

Pros

It is a great first CRM when you are a small company just starting your business and growing your database.
I started using it in my previous role in a very small startup and it did the job for a while, the knowledge base management is great and quite intuitive. Would definitely recommend for a small budget and small startup.

Cons

Some of the features were very tricky, the layout is not very intuitive and it is quite hard to see all your information.
Once again, if you try to scale or actually do forecast/sales pipeline review, I'm not sure it is the best tool

Alternatives Considered

Pros

very comprehensive CRM tool which covers all sales related activities, integrated with Freshdesk ticketing tool as well so you can monitor your clients' tickets also, license price is very good as compared to other crmCRMproducts.

Cons

reporting and analysis is bit limited to filters and available options, plus reporting and making dashboard analysis is bit difficult for non-technical person and technical person like admin has to engage with sales team to teach them how to prepare your reports, graphical representations and dash boards.

Alternatives Considered

Reasons for Switching to Freshsales

Pros

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.

Cons

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.

Pros

Great pipeline set-up and reporting.
Value for money is brilliant.
Intuitive.

Cons

Not as slick as some of the bigger brands and doesn't have fancy features.

Pros

- Good customer support team- Price- Customizations- Marketing capabilities- Add ons- Customer communication mediums (SMS/Email/Chat, Chat bots)

Cons

- Product bugs- Feature limitations- Freshworks product integrations do not talk well with each other

Alternatives Considered

Reasons for Switching to Freshsales

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

Reasons for Choosing Freshsales

Switched From

Reasons for Switching to Freshsales

Pros

I like how simple it is to narrow down potential customers. I appreciate the convenience of being able to draft contracts for clients and have them sign them electronically. Having access to pre-made email templates, mass emailing, and detailed stats is also fantastic.

Cons

The strict structure of Freshsales sometimes gets on my nerves. It's both helpful and confusing that there are so many filters to choose from. It can be a lot to take in at once.

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

Reasons for Choosing Freshsales

Switched From

Reasons for Switching to Freshsales

Pros

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.

Cons

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.

Pros

The logical setup and the initial support.

Cons

The lack of interest in sorting out some basic features which are essential to our company:1. The rating of leads by using a percentile calculation which is not relevant and the inability to delete previous incorrect ratings.2. Various small issues with functionality

Alternatives Considered

Reasons for Choosing Freshsales

Switched From

Reasons for Switching to Freshsales

Pros

The integration was quick and painless. The lead generation and omni channel support is outstanding

Cons

We would like to see integrations with AI tools such as ChatGPT

Pros

very easy to add new leads and update them. This software was part of our onboarding and i was blown away seeing all features. Very intuitive!!!

Cons

the FAQs have limited answers but still their support team was able to clarify

Pros

The ability to have automation, a place to track sales, pipelines, accounts, contacts, etc has been extremely helpful for our company and to be successful in marketing, increase name recognition, and focus on building relationships with customers rather the mundane things. Also the customization is great. Keep up the great work Freshsales!

Cons

Better FAQ's that help teach about how workflows and journeys work.

Pros

Deals pipeline, account and contact management

Cons

workflows, cannot use more then 1 currency,

Pros

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.

Cons

Sometimes, customer support takes a lot of time to solve the queries.

Pros

Easy navigation, user interface and experience

Cons

Customer support isn’t fast as they should with resolution

Pros

Overall functionalities that allows you to do a lot of sales and marketing actions

Cons

Finding and exporting data could be hard. Especially when you don’t the process. Marketing automation quite hatd

Pros

I really appreciate the simple, intuitive design of the dashboard, as it makes customization easy, and I can navigate between the different sections with ease. Freshsales is also good at how it sorts and classifies incoming mail, which helps us direct it to the responsible member directly, and this is reflected in the speed of response to customer requests. It is also good for the organizational capabilities that Freshsales provides, as we can create a file for each customer and we can save everything related to our relationship with him, including messages and invoices, and that they are saved on the cloud, which makes it easy to access them at any time. I greatly appreciate the scheduling capabilities that Freshsales provides, which allow us to organize the dates of sending emails or text messages to customers according to contact lists at appropriate times, and this is important so that we do not repeat messages in a random way that makes the customer feel bored. Freshsales is also great for the collaborative capabilities that it provides us as a team, where we can share updates on different tasks and also collaborate in preparing reports and marketing plans.

Cons

Freshsales is easy to use, and it does not require a lot of time to master its effective use, in addition to that the subscription prices are appropriate and are not considered an obstacle to the involvement of all team members.

Pros

You can manage deals, deal stages, forecasting, and a lot more extremely well within this tool. It is surprisingly strong as a standard sales CRM and will meet most, if not all needs, for a small to mid-size company. It is a stronger offering that many that target this same segment.

Cons

There is a lack of global integrations that make life easier, and as needs get more complex in reporting, deal structure, etc. Also, in the prospecting stages, it simply doesn't do well enough in tracking (which may again be an issue of integration, but is problematic). Leads are better tracked in another tool.

Pros

Easy to use product with user friendly UI and comprehensive feature package. Very good product for SME and big companies with affordable pricing plans inclusive of all necessary features for sales and inside sales team . Custom fields, pipeline customizations are some of the best features that make the product convenient to use.

Cons

Analytics feature needs improvement in terms of sync lag.
Some product features seem relevant to retail / ecommerce businesses. We are into IT consulting services, some B2B features seem irrelevant or inadequate.

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.

Pros

After a busy weekend, one of the most inspirational and motivational things to look forward to on a Monday morning is the fact that I can pick up where I had left off using Fresh Sales as a guided in-depth CRM platform. This product has become like my business or team partner. The ongoing enhancement and functional upscaling of this software make for comfortable selling, tracking planning, and auditing processes. It also allows for sales teams and management to share accurate real-time information. The “On the Go” mobile app features are a huge delight for teams that are mobile and need information or need to input the same “On the Go” The task reminders that synchronize with my calendar and phone reminders allows me to stay on top of all my tasks within the system and manage customer expectations efficiently.

My sales teams are happier and more productive because of this effective tool. Built-in accounting features make it a "dream" to integrate into large financial system as well

Thank you FreshSales for brightening my day.

Cons

I would like more personalization for TABS in the stages of the sales pipeline. Due to our massive product offerings, we often find that we have to keep editing TABS, but it isn't a train smash. We will look at workarounds till the ever-innovative team at FreshSales provides more functional enhancements.

Pros

As a manager of a small food retail business, I found Freshsales’ lead management and automation features incredibly useful. The intuitive lead scoring and automated follow-up system helped us prioritize high-potential leads, maintaining consistent communication with minimal manual effort. Freddy AI’s predictive insights have notably enhanced our conversion rates, which is crucial for our growth.

Cons

However, the complexity of the reporting and analysis tools was a significant drawback. Customizing reports to fit our specific business needs proved to be challenging, especially without advanced technical skills. This complexity often made it difficult to quickly generate actionable insights, hindering our ability to make timely and informed decisions.

Pros

I really like the way it keeps the sales sequences and automates them. Making sales pipelines is not a big task on Freshsales. I would say this is one of the best CRM platforms am using. Moreover, the synchronizing system of the calendar works amazingly, if I talk about the pricing of Freshsales it is cost-effective and affordable product.

Cons

To be honest it is working perfectly, before some months I was having some issues with add-ons but after getting assistance from its customer support I resolved the issue easily, so yes now there are no cons to write here.

Pros

It has a great feature list. Right from adding contacts/leads to the platform, managing lead lifecycle through tasks and creating deals to incentivise the cycle, its a very easy to use platform.

Cons

The pricing for Freshsales has to be revised as per Indian Geography. Also some basic features like Campaign Management for automated outreach is not present.

Pros

Pricing, it's affordable and convient for buyers

Cons

My least like about Fresh sales is the part of trying hard to convince the buyer to put their money in, I believe the value of the product should be able to be convincing that it will solve the needs of the buyer

Pros

Since the company I was working with was very much into building customer relationships, this product proved beneficial. Tracking customer records is the best part about it

Cons

After sales, customer support is not very extensive. Hence maintenance of long term relationships may hamper

Pros

1. Customized design for clients
2. Great interface
3. Excellent dashboard
4. Helpful product team

Cons

1. A bit expensive
2. Not mobile friendly

Pros

It was very easy to implement. We setup email sequences quickly and starting automating sales tasks in just a few minutes.

Cons

The only issue I have had is I like to export our contacts and conduct my own reporting in Excel. It’s difficult to export contacts and you are limited to the amount of times you can export a day and you don’t have the ability to filter who is exported.

Pros

Freshsales offers several features that stand out positively:

1. **User-Friendly Interface**: The platform is intuitive and easy to navigate, making it accessible for users of all skill levels.

2. **Lead Management**: Freshsales provides robust tools for managing leads, including customizable pipelines and automated workflows that streamline the sales process.

Cons

Affordable Pricing**: Compared to other CRM solutions, Freshsales often provides a competitive pricing structure, making it a cost-effective choice for many businesses.

Pros

Right now, their lack of customer service is canceling out any benefits Freshsales might have had.

Cons

Glitchy program and TERRIBLE customer service.

Pros

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!

Cons

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.

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.

Pros

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.

Cons

nothing really, Sometimes I miss functionality that is only available at higher costs by purchasing more expensive plans

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

Reasons for Switching to Freshsales

Pros

We use the WhatsApp. marketing on a weekly basis

Cons

WHatsApp journey gliches, although this may be a fault with Meta

Alternatives Considered

Reasons for Choosing Freshsales

Reasons for Switching to Freshsales

Pros

I like a lot, becausa you can implement, deploy and use the software in few days. The interface its very confortable and its too easy to use. All the types of users can use it.

Cons

Nothing at the moment. We hace all cover with freshsales.

Alternatives Considered

Reasons for Switching to Freshsales

Pros

It allows users and administrators to manage and coordinate interactions with our employees and customers with ease, it has tools for customer service, its cloud calling system is excellent and dynamic, it allows us to generally manage strategies and channels of active sales.

Cons

For many companies that are just starting out, if they get the free plan, it is very limited and does not allow me to do some things.

Pros

Features are mostly standard and nothing outstanding

Cons

Support engineers can take months if not a few years to fix the issue.

Pros

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.

Cons

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.

Pros

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

Cons

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

Alternatives Considered

Pros

I like the fact, that if offers you some basic features of customization

Cons

I hate that when you have custom sales activity you can only have one field set for all of these. Also the scope of access is not so much customizable, of course it offers some basic things but nothing more that that. Also come on, why can't I report those custom sales activities?

Pros

-Analytics-Pipeline movement-Fields Tracking-Admin settings

Cons

-Modules arrangement-API problem-Analytic issue

Pros

Everything about this CRM is easy to use. Customer Support has been exceptional! Zoom style support calls have been instrumental in the use of Freshsales. Customer Chat and support email chains are managed quite well and timely.

Cons

Perhaps I need more training however, I find certain fields difficult to create.

Pros

500 emails per day for free. Nice pipeline management, hands on intro video calls with personal advisor.

Cons

User interface is confusing. Difficult to change these around.

Alternatives Considered

Pros

ease of use and as expected for tracking leads and contact management

Cons

sometimes there are bugs in filtering contacts

Pros

freshsales I like it because it allows me to manage several tasks at once

Cons

nothing to reproach it apart from revitalizing the software a little