Freshsales

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

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!

Inconvénients

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.

Avantages

-Analytics-Pipeline movement-Fields Tracking-Admin settings

Inconvénients

-Modules arrangement-API problem-Analytic issue

Avantages

Features are mostly standard and nothing outstanding

Inconvénients

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

Avantages

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.

Inconvénients

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.

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

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

It was east to get it up and running, team was able to work on its own within a week

Inconvénients

Support was lacking when system was not performing - lagging.

Alternatives envisagées 

Avantages

1. Marketing automation helped a lot when executing a campaign with multiple scenarios and steps. Excellent capability.
2. The Landing page capability is very good, allowing you to integrate interaction data directly without going for website add-ons or plugins. It has good quality templates as well

Inconvénients

1. The sales management process is weak and does not offer you the capability to distinguish potential customers/leads that can be revisited. It is more focused on qualified cases/deals that can be won in a series of steps.
2. The email interaction (at least with Gmail) does not work. Most of the relevant emails appeared late in the CRM. You have to refresh every x mins manually to get the latest emails, which does not help. You end up going with the Gmail front-end in order to avoid missing incoming messages.

Alternatives envisagées 

Pourquoi passer à Freshsales

Avantages

Easy set up, intuitive interface, good gmail integration, decent price. I once called them for help on a saturday and someone answered and was very helpful. (read our cons however)

Inconvénients

Customer service and account support are terrible- email and ticket support queries never get resolved. Horribly time consuming, contacted by 4-5 different representatives, each one not familiar with the problem. We tried their trial twice as we thought giving it a second chance might have a different outcome. Wrong. The integration with Freshcaller didn't work and they couldnt fix it. Frustrating experience. We decided to go back to the simplest CRM's possible with the best customer service for half this price.

Avantages

- Clean appearance
- Flexibility with sales process
- Responsive/active dev team
- Email Read receipts
- Ability to track user engagement with websites

Inconvénients

- If you want to use a web-to-lead form (which can be considered a common feature for a CRM), then you are required to sign up to the most comprehensive plan - i.e. $49 USD per month which seems crazy - I'd only recommend someone signing up to this if they need to the other "web engagement" features - otherwise your just wasting money on this app.
- Non-ability to port Twilio numbers (or any external numbers). A big drawback but I have an email from their team indicating that they are likely to change this.
- No dash board giving an overview of sales and leads (you only see leads when you log in)
- Ability to see financials about clients from Xero integration would be great.

Avantages

User interface was rather easy. Tabs were standard that you'd expect to see on a CRM. Lot's of integration tools. It was very simple to sign up and start working with in a Dev. environment.

Inconvénients

If you are starting from scratch, then you will definitely need lots of time and patience with regards to setting up emails, templates, territories, teams, VOIP etc.... Importing files was rather cumbersome and out of 800+ records, not a one imported. Error logs were nearly impossible to find and though the log is supposed to be included on the email showing the errors it wasn't. Support couldn't figure it out either.

Avantages

The system helped me set up my team at one place and get all the information integrated seamlessly. It lets me run reports and filters. Email campaigns are a good feature to automate out reach

Inconvénients

Th reporting system is really bad. You cannot rely on if it is giving you the right report. I went back to calculating in an Excel sheet because of lack of confidence

Avantages

There is not much pros about the software. We used it for more than 2 years and it was average performing for us.

Inconvénients

We didn't has complete visibility of the deals the sales person was working on, insights were an issue as well.

Avantages

FreshSales is priced very competitively and has an excellent feature set. The activity feed is amazing, never seen anything like it other than on expensive SalesForce add ons. They also do a great job of auto filling details like social networks based on lead/contact email.

Inconvénients

My team has used a number of CRMs over the past 3 years and had high hopes for FreshSales but they have fallen short thus far. My main grip of the software is the speed...a simple search can take 5-10 seconds and we only have 1,200 records. There is potential here its not there yet.

Avantages

Lots of features and several price options, including a free trail period. Different methods of tracking sales, managing pipelines and incorporating everything into one place. On "paper" this software looked like a dream.

Inconvénients

Ultimately it was too complicated to use, even the basics, closing a task was complicated. I submitted a request for help and was told I had to sign up for something else so even that was complicated. I did have someone from their support contact me to schedule a call and it took a while and a few missed appointments before I was able to speak to someone. When I did eventually talk to someone from support it seemed as if they were trying to sell me more services instead of helping me with getting set up.

Avantages

How easy it was to use Freshworks CRM is the main reason I used them in the past. Very easy to write emails and sending them out.

Inconvénients

The one thing I do not like about Freshworks CRM is that for the $29 plan you only get 1000 contacts, other CRM providers offer more contacts for the same price.

Avantages

The integration with justcall that way I can receive calls from my cell

Inconvénients

Great delay in track the communication..

Avantages

It's fairly ease to use and set-up (but setting it up takes a bit of time). The entry price point is very good for growing small businesses, or those just starting out. Its lead system for tracking prospects vs. contacts is really good.

Inconvénients

Unfortunately, with ease of use and affordability, there's often something lacking. That something is feature rich integrations (this is no Hubspot folks!), as well as a very (very) limited "reporting" function. You have to do a lot of the work yourself, and make certain you understand the flow of the system in order to make this one work for you.

Avantages

• Can link sign up form to create contact into FreshSales
• Send out bulk emails (it becomes personalized so they can’t tell it’s bulk email).
• Can track emails (open, replied, opened links, bounced).
• Schedule your emails
• Edit columns to your liking in leads view
• Can bulk upload leads into RESP, Mortgage debt, etc
• Deals won and lost feature at the bottom like the others
• Schedule emails
• Marketing email campaigns can be done directly. Series of actions to multiple users.
• Create follow up actions for any tasks (or any action)
• Custom reporting not pre-set analytics
• Good customer support

Inconvénients

Would like to see the ability to link with Air call, RingCentral and Intercom. Not as clean as Pipedrive.

Avantages

you can get the big picture of all the sales without a lot of work. I like the autoasing leads tool because improved the performance. And keep a data of our clients and sales is a very nice tool too.

Inconvénients

The fact is that this app works great and give you a lot of info, but this info is worthless if you can not get also the analytics, and this app do not give you this options

Avantages

It looks nice and never crashed or anything.

Inconvénients

You have to upgrade to "Garden" before you can send mass emails. Seems like a really basic feature to have that far up the upgrade path.

Avantages

It is fairly simple to use and could be implemented by older and younger sales people alike. Seemed to meet our requirements as a small company well

Inconvénients

Formatting and visually, it was less appealing than other software I have interacted with like Cosential.