Freshsales

Avantages

Excellent logiciel pour les ventes et la gestion de client.

Inconvénients

On ne peut pas être plusieurs sur le même deal.

Avantages

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.

Inconvénients

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.

Avantages

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

Inconvénients

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

Avantages

Features are mostly standard and nothing outstanding

Inconvénients

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

Avantages

I have been using this software for one and a half years. I initially only used the live real-time chat feature, but now I use its premium capabilities to manage my leads and send them updates and sales pitches using the simple campaign manager. I adored the user interface because it requires little intelligence to comprehend the things you need to achieve your goal. I have made use of their reporting capabilities, which aid in my decision-making based on campaign results.

Inconvénients

If they offered interaction with other social networks in addition to LinkedIn, such as Instagram and Facebook messaging, I would adore this feature. They only have a few integration modules at the moment. Additionally, handling and transmitting files takes considerably longer than importing them, and occasionally it gets stuck, forcing me to repeat everything.

Avantages

The BEST part about Freshale's is the endless capability for customizations and integrations. This allows users to create systems of follow up with multiple points of contact to the client. The new future to manage duplicates was a great addition. I also love the capability to attach documents to client files, really comes in handy.

Inconvénients

The system is relatively easy to understand however when it comes to usage I find it's very clunky. I can see how the open set up and free customization may overwhelm even experienced users. I would even say that, the coders and web designers at freshsales had more of an influence on this product then the relation management professionals. It sort of like a "Droid" cell phone. The technology in the phone is superior and far more advanced, yet users are not acclimated to the application of it. I would like to make two suggestions to address such.

First, I'd like to point out that even though I'm bring this up in the 'con' section, I have NEVER had a problem with Freshsales support team. When in reference to the wieldiness of the software I think that Freshsales could benefit from a hand on approach and a thorough process in training the users. You see if the users understood Freshsales as much as you folks do I'm certain the above 'con' would be null.

Second, in relation to the same 'con' described above I believe this can be solved more directly. What I mean by that is creating an internal prioritization based on recent actions, recent stage changes, number of exchanges, lengths of conversation and what ever variables you guys think that can measure and use as info to prioritize leads. Then possibly a dashboard view, displaying these prioritized leads as well as up coming tasks and appointments, metrics on call volume and possible targets or goals.

Avantages

They always remember to say "thank you for your patience" when telling us our support tickets haven't been resolved yet.

Inconvénients

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 the space behind when hitting the delete key. To make it interesting it will sometimes do nothing when you hit either key.

We have a report in the system showing overdue tasks. This report keeps pulling tasks that have actually been deleted from the system. There's no way to clean up the reports because you can't access the deleted tasks they are listing.

We just switched credit cards for the account because the previous was expiring. This came at the same time that they've extended us a credit because of all the problems we've had with the system. The result is that the invoice due is less than the minimum charge level on the card ($0.01 due, $0.50 card minimum). As a result they haven't been able to add the card and we keep getting a banner stating access is cut off in 2 days. They've stated this has been fixed but the banner is still there.

Those are just a few things... did I mention that if you take notes in the Notes section of a Calendar event the system will randomly forward those to the other party? Found out about that one the hard way...

Avantages

Eu gostei do excelente atendimento que eu tive quando entrei em contato com a empresa, os atendentes muito educados tiraram todas as minhas duvidas e me deram todo o suporte que eu precisava

Inconvénients

A parte de ficar emperando ppr muito tempo, o bom é que quando somos atendidos entendemos o porque deles demorarem em cada atendimento, e porquê eles passam para os clientes o máximo de explicação possível.

Avantages

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.

Inconvénients

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 envisagées 

Avantages

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.

Inconvénients

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

Avantages

The logical setup and the initial support.

Inconvénients

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 envisagées 

Pourquoi choisir Freshsales 

Logiciel antérieur 

Pourquoi passer à Freshsales

Avantages

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.

Inconvénients

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.

Avantages

Molto utile per aiutare nella gestione e tenuta delle vendite

Inconvénients

Non così intuitivo come mi aspettavo, attenzione

Avantages

Freshsales consente di creare e gestire campagne mail in modo comodo ed efficace

Inconvénients

Da tenere in considerazione il costo che può non essere cosi accessibile

Avantages

Not much. The product is OK but the support is just mind-numbing

Inconvénients

We had basic issues with everything we were trying to use. We were using the free version of hubspot and moved to freshsales hoping it would be better. It is not even comparable to the free version we were using. I have been running around from pillar to post within their organisation but they just dont care. Here is what simply doesnt work.1. Bugs: We bought the paid version of the product and we encountered serious bugs with everything we were trying to use it for. 1. Email integration didnt work 2. Webforms dont work (still ongoing) 3. Calling application (exotel) integration didnt work. 4. Importing contactswas more complex than hubspot.2. Customer support: I understand there may be issues sometimes and the basic expectation is that when there are issues, we can get help from support. Their support is the worst. For every small issue, they push a calendly link in your face and want you to schedule. And for every issue, the calendar is blocked out days out. They just say sorry thats when you will get help. They offer some free onboarding hours but the person just has a script and is unable to solve any of the issues. Even they will put you on to their support which is unresponsive. We are being tossed around with out 7-8 people who always start from scratch.3. Unprofessional: Their customer success is not just incompetent, they are highly unprofessional. I asked them for a feedback form multiple times so that our issues get recorded but they just dodge it

Alternatives envisagées 

Pourquoi choisir Freshsales 

Logiciel antérieur 

Pourquoi passer à Freshsales

Avantages

It's comprehensive as this has functionalities for both sales and marketing. This also has freshchat feature which we are using on our website.

Inconvénients

The support is not good and on the other hand they have made a newer version of it and it took 6 months to migrate us to newer version for the older one.

Alternatives envisagées 

Pourquoi passer à Freshsales

Avantages

This product offers a lot of features and does offer a multi-touchpoint approach. Email journeys, Whatsapp integration, Chatbots, SMS...

Inconvénients

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.

Alternatives envisagées 

Pourquoi passer à Freshsales

Avantages

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.

Inconvénients

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.

Avantages

Freshsales is always aiming for the best user experience. The support is very fast and eager to understand and solve problems.

Inconvénients

What makes it good is the main fault for me as well: The software changes so much that a lot of times wrong translations come with it as well as not every single update only contains senseful stuff.

Avantages

I was able to easily onboard to this system from HubSpot and Salesforce. The features in this system just work. You expect something to operate in a certain way, and it just does. Mail and calendar integration is super easy and really responsive (I used both Office 365 and Google Integrations). I love email templates and sales campaigns, they make working with leads and customers so easy and are not tucked away in a corner.

The UX is much better than other systems, which means my salespeople are more likely to use the CRM, which is a common problem among salespeople and CRM systems.

Inconvénients

Freshsales is right-sized for us. It lacks some of the major enterprise features of bigger CRMs; but you also don't have too many features right in the way.

I'm not a huge fan of the field paging UI on leads, deals, accounts, and contacts. I get that it makes it so you can add as many fields as you want, but it's hard to navigate and organize my screen just the way I like it. I resorted to using the Edit screen though, even when I'm not necessarily editing and that works well enough. Definitely not a big deal compare to all the other awesome features.

Avantages

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.

Inconvénients

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).

Avantages

Ease of use, quick implementation. Cloud based and good mobile device support

Inconvénients

Does not integrate well with other Software. Impossible to get out the data in a good and automated way into corporate reporting (e. g. Qlik Sense)

Avantages

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.

Inconvénients

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.

Avantages

I really like the fact that this CRM allows me and my company to keep track of the prospects we are working with, we can keep track of the last contacts, if we made a phone call or an email and save tasks to continue working in the future. Is also a great tool to keep track of the pipeline process with financial information and pending tasks.

Inconvénients

Keep all the prospects updated is one of the topics they can improve, is not easy to always have all the team to work on a lead and add the information, and is better to work on a computer than on a phone app, in the construction field you are always traveling and is really hard to have a laptop with you so I think a mobile version with better options and more user friendly is better.

Avantages

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.

Inconvénients

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.