Freshsales

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

The product is not bloated like most CRMs. It is very user-friendly and it has a left navigation panel that just lets navigating to any page easily and is very user friendly.

Inconvénients

Would be great if it can be integrated with more softwares so there are a lot of options for customers.

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

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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.

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 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.

Inconvénients

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.

Avantages

Pricing, it's affordable and convient for buyers

Inconvénients

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

Avantages

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

Inconvénients

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

Avantages

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

Inconvénients

1. A bit expensive
2. Not mobile friendly

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 

HubSpot CRM

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

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

Inconvénients

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.

Avantages

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.

Inconvénients

The version updates could be a headache for larger companies, migration could take a few months, customer support after sales should be much faster.

Avantages

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

Inconvénients

Glitchy program and TERRIBLE customer service.

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 

Zoho CRM

Pourquoi choisir Freshsales 

The Complexity Of Dynamics

Logiciel antérieur 

Dynamics 365

Pourquoi passer à Freshsales

Ability to setup without much IT support

Avantages

Os recursos de captação de lades e previsão de vendas

Inconvénients

No geral o o preço poderia ser mas acessível.

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

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!

Inconvénients

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

Avantages

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.

Inconvénients

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

Avantages

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.

Inconvénients

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.

Avantages

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!!!

Inconvénients

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

Avantages

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.

Inconvénients

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

Alternatives envisagées 

Vtiger CRM, Zoho CRM et Salesforce Sales Cloud

Pourquoi passer à Freshsales

Its really ease to use and deploy.

Avantages

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

Inconvénients

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

Avantages

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.

Inconvénients

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.

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

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

Inconvénients

sometimes there are bugs in filtering contacts

Avantages

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.

Inconvénients

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

Avantages

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

Inconvénients

User interface is confusing. Difficult to change these around.

Alternatives envisagées 

Zoho CRM, Salesforce Sales Cloud et HubSpot CRM

Avantages

Been using it for about two weeks so far and the layout is very nice. Still need to get used to the interface but it is easier to use than HubSpot.

Inconvénients

With quite an extensive database, I feel like HubSpot loads everything faster than Freshsales.

Avantages

Deals pipeline, account and contact management

Inconvénients

workflows, cannot use more then 1 currency,

Avantages

It's easy to set up and use and it's self explanatory, rarely we have to contact your support team.

Inconvénients

There is not a particular thing I've disliked so far.

Avantages

The most impactful features of Freshsales are Lead Scoring, Email Tracking, and Visual Sales Pipeline. Its customer support team is superb

Inconvénients

The login experience sometimes is tricky.

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

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

Inconvénients

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

Avantages

Lead Management and Sales Pipeline Management are the most extensive and exciting features that this product has. You can keep a track of anything and everything throughout the software and also see every individual's progress to further see the projection of organization's upcoming revenue that can be generated.

Inconvénients

Notifications although automated can sometimes be delayed.

Avantages

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.

Inconvénients

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 envisagées 

Zoho CRM

Pourquoi choisir Freshsales 

The option of managing deals and pipeline was not available on leadsquared. The interface is very old, and the platform is very slow and laggy.

Pourquoi passer à Freshsales

We liked the interface and the deal and pipeline management dashboard of Freshsales more than that of Zoho.

Avantages

The customer support - without it we could not have implemented and continue to find new ways of applying it to manage our relationships and grow our business

Inconvénients

That you cannot create a list of contacts to email straight from your inbox. We often need to send semi standardises responses to several contacts awaiting a reply. At the moment it is not possibe to select and set them up for a bulk email. This would save us a lot of time if you created this very simple feature.

Alternatives envisagées 

Zoho CRM et Salesforce Sales Cloud

Pourquoi passer à Freshsales

Because the testing process was so efficient and userfriedly and we never felt alone though out and we made the right choice because customer support has continued to be so good since the purchase.

Avantages

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.

Inconvénients

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.

Avantages

the one feature that caught my eye was the sales automation tool, which made my life and my team's life better in all ways; we saw a 10% growth through Freashsales alone; our team considers Freshsales CRMas a fellow employee who does Automations.

Inconvénients

I would like more options in the sales sequence in the feature, like doing a trial run, getting custom dates on when it should run, etc.

Alternatives envisagées 

monday.com

Pourquoi choisir Freshsales 

November 2021

Logiciel antérieur 

HubSpot CRM

Pourquoi passer à Freshsales

The price vs. features compared to other providers was very competitive as we were a growing company.

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

I was using this software for 1 and half year, I started with just live real-time chat service and now I have started using its premium features to manage my leads and sending them sales pitch and updates with easy campaign manager.

I loved the user interface which takes no brains to understand the features that you need to solve your purpose. I have used their reporting tools that helps me make decisions based on results I have got from campaigns.

Inconvénients

I would love this tool if they provide integration with social networks too like Instagram and Facebook messages along with LinkedIn. Currently they have limited integration modules.

Also importing files takes much time then managing and sending them sometimes it got stuck and I need to reiterate everything again.

Alternatives envisagées 

Zoho Mail et Zendesk Suite

Pourquoi choisir Freshsales 

tawk.to is much easier tool but its not beneficial for lead generation, its mostly useful for customer support or after sales service. Freshasales is all round tool that made me choose this software.

Logiciel antérieur 

tawk.to

Avantages

When you are a one-man band, I need as much automation as possible. Freshsales offers that and is the best at it.

Inconvénients

They have a limited list to integrations to other products in the market.

Avantages

Phone system & O365 Email Integration & reporting features.

Inconvénients

Unable to configure Phone system in other VOIP Devices like IP Phone & Polycom Conference Devices. Linking of Deals with Emails

Alternatives envisagées 

Salesforce Sales Cloud, Bitrix24 et HubSpot CRM

Pourquoi choisir Freshsales 

Integration & cost optimizing

Pourquoi passer à Freshsales

Out of box setup, unlimited tech chat/email support, phone system & email click setup.

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 

Zoho CRM et HubSpot CRM

Pourquoi choisir Freshsales 

We were using the free version of hubspot which was pretty good but their paid version was ore expensive than Freshsales

Logiciel antérieur 

HubSpot CRM

Pourquoi passer à Freshsales

It was cheaper than hubspot

Avantages

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.

Inconvénients

A limitation observed is that the software takes longer time to load in case of heavily loaded database.

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 

Salesforce Sales Cloud

Pourquoi passer à Freshsales

It's cheap compared to salesforce and has more or less same functionality.

Avantages

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.

Inconvénients

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.