Freshsales

Avantages

Freshworks is good Value. It can do a variety of tasks, marketing journeys and sales emails are effective.

Inconvénients

Sometimes it can be a little bit clunky and things like workflows do not work that effectively. We've found it hard to manage across different projects.

Alternatives envisagées 

Pourquoi passer à Freshsales

Avantages

There are number of pros but I will highlight couple of them.
1) Even the free version of the CRM is quite impressive and fully packaged to handle an organization's CRM requirement.
2) The team pushes the update on regular basis and the updates are quite thoughtful
3) Email configuration
4) Custom url for your organization
5) Unlimited agents even in the free version
6) Tasks & Appointments is what I like the most

Inconvénients

Proposal/Quotation and Invoicing is not there currently. but, I am sure the team will have it in their bucket list.

Avantages

Has about 90% of the advanced features in pricier CRMs like Hubspot, for a fraction of the price.
Super-friendly user interface, great support.
Highly recommended!

Inconvénients

APIs still need some work. Migrating from Hubspot is a bit messy - the built-in process doesn't work too well.

Missing the ad platform integrations as in Hubspot.

Alternatives envisagées 

Pourquoi choisir Freshsales 

Logiciel antérieur 

Pourquoi passer à Freshsales

Avantages

We are a small IT MSP.
The tasks feature is underrated. You can set due dates and associate the tasks with a contact or account (business) or even your own business or department. You can then only list tasks that are due that day. This has single handedly made me more productive when feeling overloaded with things to do that do not have a set appointment.
In general FS is flexible and extremely intuitive, allowing you to find your own best ways to use it.
Amazing at integration with ticketing (Freshdesk), Notes, Tasks, our Network Documentation for a client, previous work done for a clients, everything is one click a way.

Inconvénients

We've seen one bug with time zones and task due dates but in general the company is always perfecting and listening so we are not worried about it.

Avantages

Easy to use, intuitive interface, initial setup is easy and integration is also possible like Gmail. Good tool to manage your sales pipeline and very handy in running email campaigns.

Inconvénients

Customer support is not up to the mark. They always respond very late. Its reporting system is also not that effective.

Avantages

Freshsales is a complete out of the box CRM solution. All of the features that one needs to manage the sales funnel are contained within it. This includes a very intuitive deal flow, that allows for easy movement of opportunities across the sales cycle. Freshsales also has integrated dialing that allows for logging all calls and optional call recording. In addition, one can integrate their email into Freshsales, so that all incoming and out going emails are logged.

Inconvénients

Freshsales lacks robust reporting and the ability to sort and filter tasks to focus on those contacts that are most relevant.

Avantages

Freshsales is a totally incredible sensational software that its functionalities are based on crm, as it should be noted that most of its operational guides contain several packages, with more sophisticated tools in each of these, which all have an understandable price, in the budget of all organizations that wish to use this programming with income ends, without forgetting regarding the issue that their technical customer support service is fabulous, clearing up all doubts and faults that may ever arise within the system.

Inconvénients

In significant disadvantages in relation to the lack of functionalities of the software or an update for your servers, they will be quite useful for most of the users who complain about these particularities, one of these is that it takes extremely long time to list several Data pages one after the other, being a very broad slowdown problem that requires modernization, in these aspects that are frequently very useful.

Avantages

I love how I can integrate my other FreshWorks software as well as quickbooks. I can seamlessly maneuver the website and find the information I need for the most part.

Inconvénients

I wish there was a place to put the customers address right on the front part of their account. We have customers all over the globe and it can sometimes be bothersome to find the customers time zone or simply address to ship their orders.

Avantages

1. It has super customizable integrations for the leads from various sources
2. Got a great discount from the Sales team
3. Flexible payment options
4. Super understandable flow and can define our own flows based on our need

Inconvénients

1. IVR and SMS gateway is not integrated with Indian based providers
2. Have a few customizations limitation which has to be worked upon
3. Ability to pay in INR as they have only accepted USD payments for bank transfer

Alternatives envisagées 

Avantages

Freshsales lets me intuitively organize large projects with lots of complexities and moving parts. I live on the "My Deals" page, where I've customized the stages to see exactly where each client - and their corresponding projects and tasks - falls in my current, active sales funnel, from initial contact to final payment. I like flipping over to the "Tasks" page to see exactly what I'm supposed to accomplish right now - and which task(s) I'll need to tackle immediately after.

Inconvénients

Though my organizational needs are fairly simple compared to larger firms and other industries, I could see most companies and their teams using Freshsales to their benefit. There isn't anything I dislike, but again, my needs are simple and there are tons more features available that I won't even touch. Fortunately, those expanded capabilities don't intrude with my use of the software - they are just there in the background if I ever need them.

Avantages

Easy to make admin changes in the admin panel

Inconvénients

Horrible customer service, even though they were responsive no issues really were resolved in a timely manner.

Alternatives envisagées 

Pourquoi choisir Freshsales 

Logiciel antérieur 

Avantages

It is very customizable and easy to get up and running -- especially for a small company that needs a strong CRM

Inconvénients

Some of the interface is still being developed. For example, adding a call log or editing a field are under the same icons.

Alternatives envisagées 

Pourquoi choisir Freshsales 

Logiciel antérieur 

Pourquoi passer à Freshsales

Avantages

- Connects with my Gmail so all conversations are synced
- Can send (and even schedule) emails from the dashboard. This saves me so much time.
- Customizable fields for Deals, Contacts and Leads
- Allows me to see different views in the value dashboard so I can see everything at a glance
- Advanced filters so I can view pretty much anything I need in seconds
- The support is very good, I usually get an answer in a few minutes to an hour every time.

Inconvénients

- Because it's so robust, there is a bit of a learning curve
- A few UX elements are difficult to get used to, but nothing major

Avantages

Has everything you need for B2B sales under one roof

Inconvénients

Cumbersome... creating an opportunity requires 10 minutes when account, opportunity, and contact setup is needed. Never become a fan of separating accounts and opportunities. Could not find an easy way to create custom exports (pipeline dump) or dashboards.

Avantages

Setting up the processes are time consuming but well worth it. Its easy to use once you have it set how you like it.

Inconvénients

Some of the stuff ~I don't even understand yet but we're getting there

Avantages

After having tried multiple tools for CRM, we shifted to using Freshsales and have not looked back. It offers the best set of features, all tightly knit into one tool rather than being spread apart, for a very attractive price.

- User Behaviour Tracking:

Email tracking right from the tool saves a lot of hassles. This coupled with speedy two-way email sync in the basic paid tier itself makes this a one-stop solution for conversations with clients. Knowing when they open a mail or click on links help track how a lead might convert to a deal and which leads to focus on.

- Lead Scoring:

Each lead is assigned a score based on their interaction with the company and the information provided. The profiles are also auto-enriched with the social credentials. This feature helps assess which lead might convert and take actions accordingly.

- Easy scheduling of tasks and activities

- Excellent support: Anytime we have reached out with a query, we have had a very speedy resolution whether it was with respect to the product, pricing or anything else.

Inconvénients

- Multiple Deal Pipelines:

We are trying to track deals with different pipelines. While there is an option to create filters within the same pipeline, there isn't a feature yet to create different pipelines.

Avantages

It can make a phone call. There isn't much on the positive side. It's hard to see history, route calls to others, send texts with attachments are impossible and you can't receive a text with an attachment. These are major for our business. Systems that rely on email in our industry are wasted.

Inconvénients

We were promised several capabilities that just don't exist. When we found this out, we asked for a refund and we can't get any response since then. They ignore us totally.

Avantages

FreshSales is easy to set up, import contacts, accounts and deals. Once you do that you are ready to start using it.

Inconvénients

The search engine is not very intuitive. You cannot combine key words from different modules ie. account name and deal name to narrow down results. In this aspect SalesForce was superior

Avantages

Our firm started to use Fresh Desk for our ticket management system, we are a software company. We researched several ticket management systems and found Fresh Desk offered quality and ease of use over other software. We were ALSO in need of a CRM since we didn't have one, or one that we poorly created - enter Fresh Sales! We used a free trial and really enjoyed it, and especially the fact that it integrates with Fresh Desk, genius! We are now doing this with Fresh Sales we wouldn't have been able to do with our prospects database.
Easy to use
Pipeline creation
Appointments, setting up demos
Reminders, and notes of previous calls
Support has been awesome

Avantages

It's so easy to use. I'm using for leads capturing from website and so easy to manage. I can easily create the forms and deploy on my website to get leads

Inconvénients

They can have so more features for forms customization. It's the drawback. If they have many more customization in webforms it will be great.

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

this software is perfect for managing thousands of leads and it is simple and easy to use. This software has made my job so much more convenient. They also have a 30 day free trial so you can decide if you like it or not . Thats what we did and we wound up finding it resourceful and now use it on a daily basis. It has helped my sales go up in a huge way especially by helping me keep my leads organized.

Inconvénients

It would be cooler if there was a dashboard of some sort that gives you an overview of sales and leads. You have to always log in to see everything which is not a bid deal, it could be worse. Other than that it is awesome software it has really helped grow my sales and I have no other complaints.

Avantages

There's not much I liked about the Product I'm afraid.

Inconvénients

Usability issues, not very intuitive, expensive. There are cheaper solutions like ZohoOne who offer a Jumpstart program to help Clients get their Pipelines configured and their products are very intuitive.

Avantages

Simply put, It's a powerhouse.. Particularly If you are a early stage start up , go for it Fresh Sales Suite.. its power packed all in one essential CRM automation that you need it

Inconvénients

Some integration features from other CRM could be improved

Landing page customisation has to be robust

Pro version is bit costlier per user, pricing has to be reduced

Avantages

I love the combination of ease of use, workflow automation, and value. My favorite feature are the workflows where I can set up a drip email campaign for new contacts that my sales reps acquire. It allows a nice mix of direct sales and automated marketing to achieve conversions.

I also like the nice integration with Freshdesk, their companion customer CRM.

Inconvénients

There's not much that I don't like. I'd love to see a feature where contacts can be contacted through other digital channels other than just traditional email - for example, Facebook Messenger and SMS. The software does pull in Facebook information automatically which is great. I'd love to see them take it a step further and allow for messaging through Facebook, as well as a way to send SMS messages/reminders.

Avantages

Intuitive workflows - can get started within a few minutes.
No training or certification needed. Offers great documentation and free Support.
Diversified into almost every domain that users need from a CRM.

Inconvénients

Faced 2-3 roadblocks during implementation, was tough to get it resolved.
Better product classification/design to simplify their offerings.

Alternatives envisagées 

Logiciel antérieur 

Pourquoi passer à Freshsales

Avantages

The web based piece is so important, it's customizable, ease of use for new employees, crosses over for sales, marketing and recruiting

Inconvénients

Search function, would like to search keyword

Alternatives envisagées 

Pourquoi choisir Freshsales 

Logiciel antérieur 

Pourquoi passer à Freshsales

Avantages

I love the ability to adjust the software to fit my business needs. This the second company I've implemented with this software and the ability to mold the software to fit my needs is great!

Inconvénients

Anything that I didn't like about the software has been added over time by their development team.

Avantages

Love the integrations and automations, and the levels of pricing.

Inconvénients

Lots of the reporting doesn't work the way that would be expected. Needs improvement.

Alternatives envisagées 

Pourquoi passer à Freshsales

Avantages

For me as a user, the most important is that it is simple to use and can store effectively what we need to tabulate to help us in our marketing by tele calls, sales and follow-up and keep it current.

Inconvénients

NOTHING REALLY EXCEPT IT HAS HAD A FEW CHANGES SUDDENLY THE WAY YOU DID SOMETHING HAS CHANGED AND YOU HAVE TO REMEMBER WHERE THE CHANGE IS BUT overall this is minimal

Avantages

Their software has a clean design that is up to date and easy to use.

Inconvénients

Support and billing communication were horrendous.

Avantages

Easy to use tool with good dashboards - Different teams benefit from the same.

Inconvénients

The tasks menu is a bit difficult to use - No option to filter

Avantages

Ease of use. Lots of features. Easy to customize and configure.

Inconvénients

There are no features that I dislike so much that I need to comment.

Avantages

ITs easily customisable and can create APIs to integrate to other systems quite easily. The visibility of bulk emails and sales campaigns within a contact field is really helpful to maintain a holistic overview of each type of communication you've had with them.

Inconvénients

When we started using it there wasnt an option to send sales campaigns to specific customer groups. So we've had to create a workflow for this. Also the chat function is helpful but they are slow to reply and often close a case and mark it as resolved when you've been inactive for 20mins! which is unfair when they take at least that long to reply to you!

Avantages

The reason we have decided to use freshsales is to keep up with our customers and track our rapport with our current customers. Being a software and hardware product based company, post sales support is equally important for us since our software business depends on the use and satisfaction of our customers.
The best thing we like is the interoperability of freshsales with our helpdesk (freshdesk). The synchronization of activity helps us keep track of the issues our customers have had with our products.

Inconvénients

It is slightly complicated compared to pipeline deals and other software which we have been using for CRM. The other software make it very easy to list down all the deals according to filters. On freshsales that listing is slightly complicated.

Avantages

I initially like the price and what it seemed can be done on a budget. Trying to be $$ conserve, also realize you get what you pay for.

Inconvénients

Customer support. I have been trying to get this up and running. I contacted support, multiple time. They set a time for someone to call back and they either would not call or call 3 -4 hrs after time slot and made it seem like I was being crazy for not being able to talk. I call support asked to talk with a manger was told that a manager would call be back 2 days and still no call. I have asked for a refund and they keep telling me to wait till they get this fixed. Do not buy this.

Avantages

All other software of Freshworks integrates seamlessly, and all the data will come on a single unified dashboard.

Inconvénients

Vast and complex options that are not suitable for non-technical and small-size startups.

Avantages

I really enjoy using freshsales pipeline cause it really helps control and remember what is going on and what to focus on.

Inconvénients

I dont think it is very user friendly, only people with previous experience with CRM tools may use this.

Avantages

I've used SalesForce, Zoho, and tracked leads and customers in Google Sheets but Freshsales is FRESH! To be able to track calls and emails by client automaticly is great use of our technology.

Inconvénients

I cannot say I've found a negative as of yet. It's what we need as a growing business at the right price. Sure there are systems with a lot of whissle and bells but this is soft on the budget and offers everything we are looking for.

Avantages

It was very user friendly to start with which is the most important aspect in a product like CRM, used multiple times in a day across teams in a company. Ease of access & navigation are the key pros of freshsales.

Inconvénients

Freshsales have lots of updates weekly which might in a way be hard for on-the-go teams like sales team to access. While product updates are useful, it could be done in certain announced intervals.

Avantages

Freshsales is easy to fairly easy to use and set up. The integration with Zapier makes online leads easy to process and deal with quickly. Plus the ability to set up automated sales follow-ups is perfect.

Inconvénients

I wish Freshsales was cheaper at the lower end. I can see if you have a couple of freelancers working on a business the multiple user pricing could get very costly quickly.

Avantages

The ease of use and the interface, the recent update is amazing and helps to view the notes added better in a bigger area.

Inconvénients

The lag and glitch. Sometimes the dashboard glitches and the lead does not get created automatically from drift chat.

Avantages

Easy to use and navigate. Unlimited contact database.

Inconvénients

I would like to be able to add and takeaway fields by 1 click, not 3 or 4.

Avantages

I like how easy it is to set up. Everything has instructions or tutorials on site or links to support page. You can change the names of the modules, and create custom fields. I like the way the pipeline is presented and the autoprofile enrichment feature is very useful. The worksflow lets you automate so many things you didnt expect.

Inconvénients

It does have the option to create a quote and a knowledge base for internal procedures.

Avantages

Very easy to use and customize without the nickel and dime costs usually associated with CRM software. My team really loves the automation and drag and drop options for stages, including feedback, congratulating them as they progress forward with their pipeline.

Inconvénients

Sometimes support is slow to respond, but mostly does a good job. Porting data over didn't mesh as well as I would have liked, but didn't expect it to work 100%, never does. Not much to complain about, pretty rock solid affordable CRM.

Avantages

Ease of use and software updates are regular keeping freshsales relevant.

Inconvénients

Needs more bespoke options for integration with Snapchat

Avantages

The fact that everything is in one platform.

Inconvénients

The customer service is historically bad. The software is not easy to set up and understand.

Avantages

The biggest strength is the lightning fast support when you have a simple question or need advise in creating reports, etc. Very easy to use, lightning fast with no downtime. They also offer a very intuitive App for access on the go.

Inconvénients

Having working with some of the very experienced CRM's, Freshsales simply needs to continually add new functions and features. The good part is they are very open to suggestions and act on them quickly.

Avantages

1. Tracking of how the email campaigns are performing
2. Dialer is awesome
3. Integrations with different CRM's is smooth

Inconvénients

1. Bit complexed user interface
2. The pricing is per tier and that makes it a bit expensive
3. Offline access to the data is not available

Avantages

Well, you never have to come across different software to process your marketing and sales activities separately. Freshsales has provided all access in a single platform - from email campaigns, generating leads, doing follow-ups, and segregate those leads as per their priorities.
- The Analytics & Reports are also very helpful and gives the true image of growth progress, you can even customise those reports as per the type of lead generated.
- It can create links with prospect profile over social sites, it easily fetches all relevant data from the site itself to the CRM, which is cool.
- The best thing that really drives you to go for this CRM is its rich user experience.

Inconvénients

They are doing great, but there is always something to make even better, they can work a little bit on the dashboard functionality.