Freshsales Reviews: 4.5/5 — Highly Rated

It is easy to use and update, information is laid out nicely and it is easy to navigate around the different sections. Good help and support if needed,

Can be quite slow- I am guessing when there is a lot of people using it.

Time management

1.The Best part in freshsales is UI. UI is very much simple and easy to understand. We can easily workaround with UI 2.Also relationships with Objects is quite much similar. 3.Filter process is good. and also able to add custom views.

1.Freshsales Should provide more UI integrations with other Applications. 2.There should be a well designed dashboard.

I was dealing with Contacts and Leads. My main concerns was to push contacts as well as leads from other system to freshsales. The best features are like handling filters and views.

I am a frequent user of the heat-map feature, and I think it provides valuable insights that we would otherwise miss.

A/B testing is something that can be worked on, when running a test the control version loads for a few seconds and then the variant loads.

We understand how our users are behaving with our page, which is an add-on to the quantitative data that we have from A/B testing.

I definitely use their heatmap feature the most.

Heatmaps dosen't work ion pages with infinite scroll.

Freshmarketer gives me good grounds for business decisions.

Heatmaps & session replay give great insights

Complexity in certain features e.g. filtering session replay is URL-based

Finding out customer behavior to implement CRO efforts

I like the fact that I cant automate sending emails with triggers. I enjoy the fact that the leads get auto populated witht heir social info and more information

No gmail integration / extensions. Have to use gmail and freshsales, not useful to just use freshsales still need both

CRM and tracking

Centralized info about leads, you have on your screen not only who is your lead, but also the way you have connected and the success of every connection

Too much level, easier an only features level with a single price based on lead number, so you have all features to growth, and price increase if you grow

Integration of marketing and sales in a sole app. Most applications do no have access to marketing data for sales staff, in freshsales, you have all this data integrated.

Freshsales is very easy to use, the menu items are pretty self explanatory and all the segments like leads, contacts, etc. are pretty well linked. That ensure that there is ZERO repetition as far as entry of info is concerned.

honestly, there is not a lot to DISLIKE in the tool. If only i was to point out, then the integration of email shld be mandated as a process, rather than being option, as I did not realise abt it, till I was to do bulk emailing.

Freshsales helps us get all the disparate sales activity under one single umbrella. It brings in lot of efficiency in the sales process

Ease to input data. Predetermined fields make input easy.

Not enough flexibility. Need to be able to design your fields

Keeping all of my customer related data in one place

All information at one place. Easy to pull reports on a click.

Dashboards can look better and the process can be simpler

Entering leads information Just an excel upload.

Clean look, integrates with a lot of other 3rd party applications

It was confusing to use and whenever we reached out to support, we wouldn't receive an email/call back for days - if at all. We felt this could've been a solution to our business's needs but didn't get the chance to talk to someone to make it be that.

N/A - we didn't get to utilize it to its full potential because we were never properly trained on the the applicaton

The CRM is easy to use and you can create multiple filters, reports, and fields.

Sometimes, it's just too much. The views can look clumsy and needs a steady internet connection to have smooth usage.

Generating leads and email tracking

It has a lot of features. Using it as a small businesses means I could try and experiment with different things that I would otherwise not be able to on more expensive CRMs due to plan restriction. The whole Freshworks platform is well integrated so I have good context about the prospect/customer when I'm on their page and want to access their conversations with me and my company. Even their free plan is good to start with and you can upgrade as you go.

The biggest issue with FreshCRM is that it is not very user-friendly. There is so much 'unexpected behaviour' with the tool and it often leads to me having to do stuff over again. And there are cases when things are permanent and I will have to do a work-around. I also highly doubt that there is email deliverability issues with them especially when sending bulk emails and while scheduling emails but they constantly deny it. The support team is not the best. Most of the times I'm routed so many times on calls and getting a resolution seems like such hard work.

We use Freshworks CRM for all our sales and marketing purposes. We are on their estate plan and use most of the features they offer. The biggest plus is the ability to track everything in one place. It was a big upgrade from our previous set-up which was tedious. The reports are decent too.

cheap compared to other CRM options while still have tons of features. Almost only CRM with an option for allowing calling and a dialer within the appllication itself. great because you do not need multiple softwares. easy to use and figure out. great interface.

pricing is a bit expensive but not compared to other options like zoho or salesforce.

keeping track of sales pipelines, managing current partners, and

I like that it gives you the possibility of managing and integrating different customizations, which gives you the option of maintaining multiple tracking ports to maintain the process with customers in a stable and organized way.

Some of the functions offered can be a bit overwhelming and complex to manage, which can turn the handling of the tool into something tedious to handle

It is a very practical and useful tool to manage the process that includes the management of customer data, improving communication and simplifying this process

Ease of use, speed, integration with GetAccept, Tasks, Reports. Bulk email and email tracking, workflows. Most importantly the ability to see all Freshdesk support tickets at the contact, account and deal level. The mobile app is amazing, I use it a lot to update my notes, make calls on the fly.

Finding duplicates works/searches based on the name and not the email domain. This is something which can be improved. Email sync with Gmail breaks some times and I have to connect it again. This could be because of a lot outbound we're doing and email bounce rate might be the reason.

Sales effectiveness right from the top when a visitor is on our website to a lead > opportunity > customer.

Freshmarketer has great heatmaps as well as a/b testing without any coding required. Using session replay, you can see what users do on your website to identify problem areas. The simple funnel tool is a good addition.

It's a mish-mash of features, many of which we don't use like split URL testing, polls, and forms. It'd be good to see more intelligence added, e.g. pointing out certain buttons etc. that see a spike in clicks.

Freshmarketer helps us see how users interact with our marketing website, and helps us optimize it to make the user's journey more streamlined to convert more users.

I feel like Freshsales had the potential to blow Pipedrive out of the water. It's very user friendly and offers additional features that Pipedrive is lacking. I love that they have a page dedicated to collecting user requests and mapping out when they expect to deploy new features. When I'd last tested this platform, they had a lot of great features in the works.

When we tested this platform when we were looking to switch CRMs, it lacked a few features that we needed. We really needed a CRM that would allow us to utilize multiple pipelines to track our deals, and, at the time, Freshsales did not offer that feature. They were also very slow to respond when I contacted them with questions. A more developed customer service center would go a long way.

We tested this to see if it could replace our current CRM, which lacked some features that the company needed. We, unfortunately, did not move forward with Freshsales because it was lacking some of the key features we use on a daily basis. They have a lot in their pipeline, and I hope to test their product again in the future.

I like the pipeline tracking of contacts. I like that it's easy to import contacts. I like creating customer journeys, and being able to create timed messages. We have a bilingual audience so it's very easy to send language-specific communications.

Customer service - Took months and months to "fix" what was essentially a bug. And ultimately the fix was to create a custom customer journey, which we could have done in the first place. To this day we aren't able to see custom fields from our sign up form in an easy way in Freshsales, it comes in as code into a "notes" field. It was so much back and forth that we just gave up trying to fix it. Emoji's don't get parsed correctly when we create email templates - emojis are a part of our brand voice and it diminishes the quality of our messaging to not be able to use them. Integration with Freshdesk is really disappointing. We do a lot of customer service and contacts don't always get ported over, every time we create a ticket from the Freshsales interface it never shows up in Freshworks, and we can't see the sent journey communications (either emails or texts) easily enough, so we aren't able to actually get a full history of our communication with different users. I do not recommend using these two solutions if you are a customer-service-heavy organization.

We wanted a way to send customers specific communications based on the step of the journey that they're on. Also wanted to easily track when we lost customers at specific stages.

Its graphics and visual reports are attractive. Contact filtration is also good. User registration is a payment option that is easy with a credit card. The confidence and commitments of the sales team.

Difficult implementation, Worst support, unavailability of integration options with third-party tools. There is only one payment option which is a credit card. Non-informal and limited reports.

We were in the need of CRM to run our admission campaign. We evaluated a lot of CRMS but due to irresponsive approach of other CRM sales teams made us go with the fresh sales. It solved our one problem which is keeping all contacts and queries at one place. It helped us to track the communication done with the expected leads by different agents. Now we have a clear picture in one place so that we can get the report of our received queries and converted leads.

Fresh desk and call management and lead scoring system offered. Great way to tag leads when they say they need someone to reach out to them a few months down the line

Inability to create workflows to automate lead movement within the team basis how the agents nurture the lead and nonvisibility of the same led to a loss in revenue.

Freshcaller integration in the CRM is intuitive and comes in a bundle not having to pay for a separate dialer was neat to have and the smart tracking it allowed

The interface is nicely designed and fairly easy to navigate at a high level. And then things start to fall apart. This software has a lot of potential, but it seems the development use cases were all created by engineers. Hire some UX people!!!

I'll keep adding to this list as I find more: Export contacts - easy? Nope. You have to build a report and then export the contacts. Many steps. See all of your tasks - easy? Nope. They have a permanent date filter field applied so you have to, that's right, build a report to see all of your tasks. Create a marketing list - easy? Nope. You have to first create a list on one screen, then navigate to your contacts, filter those contacts, then add them to the list. See who has clicked on what link in your email - not possible. Landing pages - don't get me started. The structure of the implementation is confusing. If you have more than one slug, your home directory has to have content or none of the slugs will load. Zoom integration - not really. Activity list - not possible. There is no way to see a list of all your activities - tasks created, emails sent, etc.

It's doing it's best to make it hard for me to solve my problems. It should be at least an easy-to-use CRM with some marketing and sales features.

What I like the best about FreshSales is how easily you can look at the information in the CRM and the fact you can customize a lot of things to make it exactly what you need.

The fact sometimes Customer Service/Tech Support doesn't even have answers for the issues that you can find when using FreshSales, it can be very frustrating at times because nobody can help you.

Freshsales is very helpful for keeping our client portfolio updated and so we can keep track of the deals and everything else. I personally really like the fact you can set reminders and tasks related to one client in specific if needed.

Freshsales provides pretty good customization but honestly it needs a lot of work

Constantly buggy, lack of customization options, bad customer support, unfortunately there are very little automations as well

Using this as our current CRM to manage new and existing business. We are currently using this in order to keep track of our vendors and possible sales

Campaigns are good, the deals view is very useful.

Chrome extension is often very glitchy - no way to automatically add new leads to FreshSales from emails.

Keeping track of leads and deals, and useful for projection of revenue.

Easy data uploads and mapping with the ability to do basic automated email campaigns for leads and accounts.

Glitchy tracking and poor reporting capabilities. As teams scale and activity and data is segmented, more in-depth reporting and tracking is needed.

Eliminating the need for an early demand-gen head-count.

Freshsales allows you to mark the client as yours and also allows you t track where you are with the clent and leave notes from when you and the client talked aboiut

Fresh sales is very basic and you need to add different properties to fresh sale in order for you to see what you want when receiving a call

Not so sure what they are solving but their freshacller def needs some updating work done where you can see the client info when the call is given instead of looking for the client in the search

The team is very responsive and it fits the budget of a start-up.

The actual infrastructure of the product is frustrating at times. I work mostly in the analytics section, and there are some problems that I have to create work arounds for whereas other CRMs are more intuitive.

It creates weekly reports for us to analyze our sales analytics as our team goes through clients. We use it to go through campaigns of multiple clients at a time and have no issues as the export is exactly right and always on time.

Their customer support - sadly this doesn't go beyond a friendly reply (but it's quick!)

What happens after customer support... i.e nothing

It's a CRM - it does the basics. It stores contact details. No benefits other than that

The best feature of Freshsales for me is its filters; it is easy & straightforward to use, unlike its competitors. The reports are also good as it can be used with great simplicity. Customer support is very active & fast in their responses.

I very much dislike the loading time that it takes; that is, it is very slow and inconvenient at times. The billing is also very complex as auto-renewals have suddenly stopped for Indian users, and to renew it, we need to establish contact with the customer support executive.

My organization handles its sales pipeline through Freshsales, although our marketing team has a different custom-built database management system. Coming to performance, no significant changes have been observed, but it sure has saved us a lot of hassle & streamlined our sales approach.