Freshsales Reviews: 4.5/5 — Highly Rated

Information is quick to find and easy to navigate.

No notification is sent when a new voice message is received

How often are Contacts being communicated with What percentage of Contacts turn into Opportunities

User friendly UI , Easy to use and creating reports is also easy.

It has few limitations on creating reports which can be improved

Setup is easy and configuration is also easy which saves a lot of time.

The options in display. Table and Kanban

The ability to not see all the details on a deal

It give you a option to filter leads according to your needs. Makes it quicker to get hold of clients

It has an easy to use interface and it's not too costly

Integrations are weak. Not many cal recording softwares for example integrate with freshsales

Helps me tracks my leads and gives out team visibility into how the outbound process is working

As a sales rep, this tool is really helpful for me to create, manage and project deals of prospects and see the progress and the sales cycle. The best part is this platform allows or notify us of real-time deal opportunities so we can connect with the client asap. Since we are always searching for prospects, it allows us to integrate with email marketing & marketing automation for our marketing team as well.

The price as compare to other platforms is a bit on the higher side. The web version is good, however, accessing it on the mobile version is not too effective.

I use it mainly to create, manage and check the progress of all the deals and connect with my prospects. Since it allows email automation as well, I frequently use it to send bulk emails and track all the progress. All the leads coming into this CRM get notified immediately which helps me to reach out and not miss any time to connect with my clients. It also helps me to project the sales pipeline and give clear projection.

- Good support team - Cost-effective solution - Integrates well with other Freshworks Products - Easier implementation while starting out compared to other CRM's

- Lesser features - Product needs to be more stable - Wait time on requested features is long - Can prioritize on core features over UI updates

Freshsales helped our Insurance agents assist leads & convert them to paid customers. Existing customers have also benefitted from a better customer experience.

full suite of tools needed by a starting business

support team is weak, investigation takes time

automating emails and newsletters

It's a very versatile product, useful for new business owners looking for a tool that can be used to build a relationship with their users and understand their needs.

It can be a very complicated tool to use sometimes and will require some knowledge of CRM before they can make full use of the tool. It would be great to have it a bit more accessible

Helping m,e to keep my contacts in one place and send them outreach emails including but not limited to a weekly newsletter which can be scheduled many weeks in advance

It's very simple to use and has all the basic functions in place that are required in a CRM. The user views are spaced neatly, and it's easy to search for any particular data about the lead without much hassle. The deals pipeline is also great for having a view of what deals are in line to be closed each month. It helps our marketing and sales team to build customer lists and have set filter views. This enables them to reach out to prospects and customers at scale with updates, as well as track them and take necessary actions. The integration with Freshchat also helps us take website chats while working the sales deals. For eg, if someone is on the website and needs instant help, we are right there. Also we know where they are chatting from so gives us context. For small teams that are starting out, it is a great tool to consider. The product is easy to understand and fairly intuitive for us. The entire sales team found the onboarding process and using the tool easy. Their support team is responsive and helpful too. Not the best, but it mostly gets the job done.

As more data started flowing into the CRM, we found it challenging to manage the workflows and settings without breaking things. When we make a small change to our sequence, it screws up the whole thing. There are no triggers or fail checks when we do something big to warn us about anything. And if there was anything wrong done during the initial set-up, it was almost impossible to correct it at a later stage. We write data from our website forms and multiple places to Freshsales in custom fields. Specific flows don't work following expected behaviour as in other commonly used CRMs. Freshsales doesn't adapt to us; we will need to adapt to it. Most problems have some workaround but workarounds don't work all the time, and this can get frustrating for the admin setting up the account. There are some issues with email deliverability too, when sending out bulk emails from Freshsales. I figured that many emails were not being delivered properly. The reporting on email opens and clicks isn't that great, and I have often found it misleading. When I wanted to pull out reports on certain types of users, I had to add a tag and then take a report because the built-in reporting didn't support that. As our team grows and we want more advanced features in marketing or CS, we find it quite shorthanded. We need to buy other products in their suite and it's not a very integrated experience when using freshchat or freshmarketer. Another problem with Freshsales is the speed at which they resolve bugs. We reported a bug two years ago, and they mailed us only recently, saying they fixed it. By this time, we are already considering other options like Hubspot and Salesforce.

Freshsales helps manage customer relations in our organisation. We are a small team having six users on Freshsales and have been using it for 3 to 4 years for marketing, sales and customer success. We are able to track the prospects, send out sequence emails and newsletters and engage with them for our business. The core problem we are solving is tracking the prospects and leads. We write leads who visit our website into Freshsales and our sales team reaches out to them through active sales sequences and also other individual sales activities. Our marketing team puts them on a nurture sequence if they go cold. For paid customers or potential opportunities, we track them on the deals pipeline to make sure there is good tracking and timely follow-ups as needed. At different stages of the deal, we have playbooks that tell the salespeople what to do and what to send to keep the prospects engaged. Having moved from a fragmented process using Pipedrive, google sheets and multipe other things, Freshsales was a great starter. The AI sales management is not that great, but that's largely because we have a lot of incorrect data from the past. Same case with the lead scoring.

Integration of phone app and desktop app, somewhat intuitive menu and GUI to access key areas of the program, stable and never had it crash on me

customization of data entry field not ideal, limitations what an account can be called, still don't get some of the reporting tools - not intuitive enough for my understanding

capturing customer contacts, outcomes, next steps and to do's, not using it as a mail messaging system but to have all activities with customer relationships sorted in one place

The integration with the other outreach apps, includes calling options as well and a chat space to interact with colleagues. all at one place

The cadences do not work up properly, It takes a lot of time to update any information added to the CRM.

The maintaining of the prospect details and history.

Freshsales is fast and smart; all functionalities are available in the same page.

Some bugs may be fixed when redirected to other sections.

One benefit is a faster way to get in touch with clients; all data are at my hand.

The UI of the platform was the only reason, I preferred this software over Hubspot because of this reason.

The contact limit, I had to go forward and buy Close CRM because of only this issue and believe me data movements are a headache.

We send about 200+ emails daily to various geographies. Freshsales helps me with lead generation activities, giving me a complete visibility into how things are moving in my pipeline.

It has various features that help you manage your data, meetings, check up on others users etc. it has great filters and workflow features. I have automated various items in FS

The reporting can be incorrect. It takes time To refresh and I cannot rely on the accuracy. That increases my work

I am handling the customer success team And Getting all the data in one place is necessary. Esapecially in a SaaS company

Economical pricing, responsive customer support

No ability to build multiple steps/day into a sales sequence

The usual stuff - contact management, bulk email campaigns, pipeline management, etc.

It is quite potential software and with great capacity that allows you to manage and meet potential customers, thus achieving a greater scope of knowledge, which greatly improves the knowledge and sale process.

its cost is a little high taking into account the functions it provides, but that would be the only drawback of the rest it works in a very useful and practical way.

all the integrations that give you the possibility of managing and having more contact with potential customers, which gives you the possibility of improving and enhancing the knowledge of the company.

What undoubtedly Freashsales does best and what I like about this software is that it is a very user-friendly software, it does not require a technician to use the tools. A great help for someone who manages or manages a lot of customer information and details. It is well designed and provides tools for tracking. They greatly facilitate the work and increase the performance of the work team in a very short time

Freshsales is very good software and there are few details that can cause discomfort or affect the user experience, one of them would be that, at certain times, when we open this tool on my Android device, it takes a long time to open it. This can easily be solved with an update, I think that they should spend more time developing the app for Android.

With Freshsales I can solve problems as marketing manager of my department in product management and contact with my clients, in addition to substantially improving the management of team accounts and the growth of our brand, all thanks to the constant supervision of the information collected with the software. Also, with Freshsales in a short time they have considerably increased our performance and the quality of our brand.

has a lot of CRM features but not exactly the best CRM out there.

does not have a lot of features for customization. you have to go by how the software is set up for the most part

keeping track of sales pipeline, making and recording calls, sending emails, tracking contact of sales, etc.

FreshSales allows you to quickly create and export reports

It can be difficult to easily see what specific campaign or ad your leads came in through. The interfaces is a little cluttered/cramped and the main screen is not intuitive.

Learning more about leads and making sure they are moving through in our sales process

It's very easy to get ramped up. Doesn't take long to learn the system. Doesn't feel like you need a tech person or CRM architect to build functions.

When saving a contact view, columns do not save.

More transparency into what is happening with our customers.

The system has a very simple design, much like HubSpot, and allows for easy creation of workflows and sales sequences. I feel FreshSales does a good job of providing relevant information but not overcomplicating the process & details like many CRMs that try to solve too many issues. I find FreshSales to be the right fit for a solopreneur or small team with a digital product or service based business; that doesn't have complex back office systems already in place.

There are some functions and things that I would assume come standard or are easy fixes that have not yet been implemented. It seems there are a number of items on their product roadmap. Many of these are little nuance items that make me scratch my head and think "that seems so simple - why isn't it possible". They have been very receptive to feedback and actually improved one item I suggested in about 3 weeks time.

After working with a number of CRMs in my career this does a good job of displaying the relevant information succinctly and avoiding all the ancillary details that are rarely ever needed. I'm looking to keep track of prospecting outreach and customer interactions.

A very user friendly software. Campaigns scheduling is the best feature.

Email status is sometime not recorded correctly.

I am currently using freshsales as a CRM and to schedule my campaigns.

I guess the way everything is categorised and the system is easy to navigate around and Intuitive. Easy to filter deals and leads

The inability to link Leads to Accounts. At about 2 pm when the US wakes up the system slows down

Data Visualisation and sales funnel tracking. Recording information and setting tasks to complete

Freshsales has firmly changed our company in terms of our sales, it allows us to visualize our potential customers, who are available to make such a sale, we identify the opportunities, through follow-ups to our clients, this is achieved with a massive tracking of sales progress The supports can be done by email, manage customer service in an efficient way, you can chat with customers, receive calls, send emails, many things that makes it easier to project ourselves to be a better company through this important software that It's for us.

As everything has weaknesses, one of them is its visualization, the interface is very basic, they must also improve their characteristics to deepen more the processes that are carried out to make a more timely sale. Something that caught our attention is that it does not allow the export of information.

It transmits confidence when carrying out our processes, because we make sales faster and easier. We think it's great to have this software, this product is fascinating, but they have to improve it a bit more

It has been very helpful because it has greatly improved our sales, allows us to save my time and resources automatically assigning leads, it is a software of high confidence, it is practical when manipulating it, it is very easy to use and helps us make sales and profitable for our company.

Manipulating this software has been many mishaps in terms of the speed of its functions, I would like it to be a little faster. In addition, our customers are asking to establish an integration with Facebook and social networks and it has not been possible. Its appearance is very simple, it needs to enter several topics to make it more attractive to the editor, it does not allow to configure the alarms

It is a good software, it allows you to monitor the performance of your team's tasks, specify the sales made daily

I love that the UI(User Interface) is easy to pick up and learn. This has been a big benefit to when we pushed the application out to our employees.

I do not like that they are always "Upgrading" without any formal notification. There have been some updates that have been launched in the middle of the day and have caused problems for my team. I also do not like that they did not have North American support but located in India. This makes a problem when something happens to the system and I need to wait a full 24 hours to get a response from their support team.

We have been able to eliminate our previous CRM software, that we were required to purchases with a full license for their other products. With this application, we were able to cut out costs nearly in half. We have also been able to move away from third-party marketing emails. ( though with the last update we have had to move back).

we like the way we have optimized our services, we have increased our sales, handle messages and notifications in a real and fast way, efficiently manage relationships with our customers, it is a lightweight and fast software which makes it efficient for we. It seems great to us since we link the email system and through this improves the relationship with customers

we dislike that this software lacks many functions and features that can improve the processes for our clients, its interface is regular should improve a little more

is giving us a wide assistance to streamline our processes through its characteristics that are of utmost importance for our company, it is easy to use and saves us time.

I like that it is very easy to visually see all of your deals and their stage in the pipelien.

Chrome extension is often glitchy and does not work.

I am able to better forecast and predict my monthly revenue.

It seems like the developers are receptive to updates and changes. We've identified some shortcomings and they've accommodated our requests most of the time. A good example was the lacking formatting tools for creating emails or email templates. Might have already been in the pipeline, but shortly after asking them about it, they had a greatly improved tool in place.

Seems like we're helping to develop the software. To be fair, my purview is more with the email and email template side, although I have seen how the CRM works. I have worked with our internal integration expert, and he has been able to make connections between FreshSales and other tools, but it's not always easy.

Empowering our new sales team with a fresh CRM, running call campaigns, filtering in leads from disparate sources, and sending occasional email campaigns.

the intuitive UI helps you get started it is an easily affordable tool. The mobile app is pretty decent

Need integration to freshdesk strage it is not there.

Pipeline management sharing contacts are easy