Freshsales

Avantages

Ease of use and user-friendliness were a big plus. Low cost was an even bigger plus.

Inconvénients

There should be an Outlook Plug-in to allow manual Contact creation in the CRM as a Lead without having to integrate one into the other. Salesforce has this plug-in that you can use while using Outlook

Avantages

I've yet to not be able to figure out something on my own. Great knowledgebase and also a very clean and intuitive interface, things just seem to be right where you would expect them to be.

Inconvénients

There don't seem to be a ton of API's but it looks like every day there are more and more being made so I would expect that to continue.

Avantages

I love how you can customize every field, action and flow to how you need it to work. Very easy to make changes and adjustments as you grow and change.

Inconvénients

I don't have many complaints. There was a learning curve for sure. Maybe the limits put on regular users vs Admin rights?

Avantages

I like that they tell you how many times and what time a recipient opens an email, I also love the reminder/task feature. It helps me to stay organized when I need to remind myself of a task a week or months later.

Inconvénients

It's difficult to find out how to schedule an email to a list of people, the tags are useful but it takes time to learn how to use them properly.

Avantages

Sales analysis and comfortably to handle it

Inconvénients

Weekly sales format with feed back for peers should be available

Avantages

Easily to use, the Freshsales implementation is too easy. And Freshsales helps me a lot to manage my leads and deals.

Inconvénients

Not so far. Also, the API is very complete.

Avantages

Administration of the tickets is very useful for every company

Inconvénients

Once you start using it is kinda difficult, but after a few months it becomes easier

Avantages

FreshSales has many features that really help me in my sales and keeping track of my daily tasks. I also love the email feature. You can email through FreshSales and it alerts you as to it being opened or even if they open a link. You can create email templates and just click on them so you don't have to re-type. There really are many benefits to this CRM system.

Inconvénients

They do make changes to the way you can use it. I have to re-learn some of the features.

Avantages

Fresh is amongst the best and most easy to use software platforms we found for our sales team. The interface worked well for our staff and it was easy to set up

Inconvénients

Some of the integration to Freshdesk could set up 'out of the box' and embedded into induction/training

Alternatives envisagées 

Salesforce Sales Cloud, HubSpot CRM et Zendesk Suite

Pourquoi choisir Freshsales 

Interface for Sales team, they couldn't get used to layouts/interface

Pourquoi passer à Freshsales

Better value for money and clear pricing. We found to get like for like functionality with Fresh the 'market leaders' had so many hidden costs and didn't offer an any better end product.

Avantages

Search - very quickly find what you need
Call - no need for dialling, just press the button! Also with reasonable rates for international calls and did i mention they are recorded?! Perfect for training needs and analysing what does and doesn't work.
Emails - send quickly, from templates and with read receipts. Has that customer just read that emai? Lets call them whilst its fresh
Tasks - Keep your workload managed by, assigning yourself and colleagues tasks with reminders

Inconvénients

Calls - currently there is no way to transfer a call to a colleague
Notifications - occasionally are sent through as soon as the task has been set, not a little before the task is required which would benefit the way i work more.

Avantages

I love how simple and easy to use Freshsales is! I spent a month demoing CRM's for our small sales team, and this was the simplest and most straight forward. The app is the best that I have seen hands down. Adding new leads, contacts and accounts takes only seconds. Fully customizable for our small chain hotel, I have the freedom to make the changes that we need for our industry.

Inconvénients

The Sales Activities report is a basic reporting tool that most sales people require, and is only offered on the highest paid plans with Freshsales. I would like to see that offered on the lower paid platforms.

Avantages

This software has all the functions and comes with its own email platform as well as profile enrichment. You will enjoy using Fresh Sales and also the price is fair. They have outstanding customer services in case you need extra support.

Avantages

It's basically an easier, more functional, cheaper Salesforce. The nice thing about the Freshworks stuff is it all can be tied together. So your freshcaller can be push a case to Freshdesk or Freshsales.

Inconvénients

I think the one thing about software and especially this type of software is that it's always frightening for other uses to get acquainted with it. I wish it had a nice little intro for our new sales people when they get started for the first time.

Avantages

It is an easy-to-use software.
It can be accessed from any mobile device in the same way as in the computer.
It allows you to optimize the time presetting processes that you can share with your work team.
It allows you to visualize in which stage of the sales process each client is.
It helps you not to neglect any opportunity through a task that you can establish according to your process.

Inconvénients

I like everything I've used from Freshsales

Avantages

Freshsales has a lot of capabilities for an affordable Cloud-based CRM. In particular, I really appreciate all the email features around scheduling, tracking and templating emails.

Inconvénients

It's a little tricky to figure out how to add custom fields and filter lists by those fields.

Avantages

All in one, Freshsales as a CRM provides data accumulated in one place, which is easily accessible. Analytics, Templates, Triggered Messages, Custom Fields, Lead Score, API Integrations and Connectivity with all the major CRMs, Support portals, Mailing Services, quick support etc.

Inconvénients

Integration with Freshchat is one thing I face an issue with. Then again they have planned this feature request in the upcoming phase releases.

Avantages

What an excellent CRM. Automations done easy, workflows pretty do everything. Freshsales is great for doing a follow up on your deals and not on clerical tasks, those will be done automatically

Inconvénients

Support is provided only in english by their support team located in India.

Avantages

Usability, support from the back office is real good!

Inconvénients

Skype integration / apple calendar - no integration

Avantages

We did a detailed research before choosing the CRM and the feature we liked the most was the ability to track if our emails were open and read as most of our communcation with clients is done via emails.

Inconvénients

Interface could be a bit more modern and responsive. Also, we had a couple of issues with their technical support - noyjing serious but they have room for improvement here.

Avantages

1. UI/UX is excellent and easy to train business users to (like all of the freshworks platforms) 2. Easy to stand up, the ETL migration off of salesforce was about as easy as any CRM migration I have dont in the past 15 years. 3. Time to live and migration was easy, fast and can be accomplished in house without having to hire an outside resource. 4. Freshworks support is excellent and responsive.

Inconvénients

1. Some of the basic configuration options out of the box require some redundant work to customize and optimize it, I think if they do some work in this area the ability of a business to migrate over to and stand up Freshsales will be even faster.

Avantages

The ability to customise everything around the business and needs is great. The default settings already in place are already great and give me a lot of inspiration on how I want my system to look.
I love the fact I can make reports on pretty much any category I choose. This is particularly good for updating different clients on their cases.

Inconvénients

The only issue I have which is very minor, is that when uploading files to cases it can only be done one by one and you cannot load files in bulk. It would also be great to have a drag and drop feature for files.

Avantages

From experience with other CRM's, Freshbook looks like a mix of each of the other top industry CRM's.
I am able to better assign leads with Freshsales, in comparism to other tools.
It is also user friendly, with very clear and impressive visuals.

Inconvénients

I only wish I am able to synchronize my business contacts with this tool, probably the ability to integrate with Microsoft Outlook, will be welcome.

Avantages

Pros:
1) Cheap, cheap, cheap. I usually can get away with the free version. We use it for phone calls, so you pay for minutes separately.
2) Fast. Making calls is easy in this CRM, it is light but light is all we need.
3) Easy to use. The UI is simple and the workflow is something you can get used to in under 5 minutes. No clunky windows popping up.

Inconvénients

Cons:
1) Support is average. I have had better, I have had worse.
2) It is not very robust. Not a problem for us, but if you need heavy reporting functions and robust workflows this is not for you.

Avantages

Freshsales is very intuitive and easy to learn.

Inconvénients

It may lack some advanced features for more experienced users.

Avantages

What attracted our business to Freshsales was the ease of use. With no training or instruction, we could use the CRM as if we had used it our whole careers. The software is intuitive, and not cumbersome like so many other CRM's.

Inconvénients

We have yet to find anything we don't like.

Avantages

Although this software does not have all the same features and functionality I have come to know using Salesforce, it provides fantastic value for the money. I estimate I'm saving over 60% on my annual CRM budget by using FreshSales instead of Salesforce. It may not be the right solution for every business, but it provides my business with the most critical functions I need from a CRM.

Inconvénients

The reports formats are fairly rigid. I'm not able to customize the order in which the fields are presented. That was a simple thing to do in Salesforce.. dragging the columns around to put them in the order you wanted. I can't do that in FreshSales. Maybe they'll fix that soon.

Avantages

As a small business with no technical staff, the assistance with data migration and the ongoing support available without any additional cost was a key reason for us choosing Freshsales. The software is highly customisable and has nearly all of the features of the well known CRM's without the cost. FS are updating functionality constantly and have already added features that we had suggested. Their support staff are very easy to deal with, extremely patient and nothing is too much trouble for them.

Inconvénients

Limited customer information in initial view unless you open the record.

Avantages

The way it simplifies the sales process in tracking leads, query handling, and allows a way to prioritise communication channels.

Inconvénients

I'd say the reporting tools are not completely customisable.

Avantages

The system is straightforward to set up and we found the learning curve for new users to be non-existent.

Inconvénients

Scale-ability. For small teams and a growing business FreshSales hits the mark by offering a fully fledged integrated CRM without the costs of set-up and maintenance of an enterprise CRM. However, the long term cost of FreshSales will nee to be reconsidered as staffing levels rise.

Avantages

Great scope of features that gives you access to just about all functionality you would normally need to have a good view

Inconvénients

While the width/scope of features are great, the depth in each is short of what serious user (used to the likes of Salesforce, Hubspot etc) would expect. Great for mid-tier though

Alternatives envisagées 

HubSpot CRM

Avantages

What I like most about the system is that it is clear to me that it was developed by people who actually understand the arena they work in. It is practical and efficient.

I am finding it a challenge to find out how to do things because the system is so vast but there is always someone to help and point me in the right direction.

It has made a huge impact on out business and as we discover and start using more of the functionality, I am sure it will become even more useful and valuable.

Inconvénients

Documentation is a bit all over the place. This may however only be my perception. Help is always at hand

Avantages

Easy to use and set up. Intuitive for admin and users alike

Inconvénients

would be great if some of the marketing extras were brought into the main product

Avantages

For a tool we use on a day-to-day basis, functionality, reliability and design are crucial aspects of a product. We are very satisfied with the functionality Freshsales offers; it has everything we need. Reliability ties in with customer support - I haven't experienced any issues so far and customer support responds quickly and is helpful. Last but not least, the design is outstanding. Salesforce, for instance, makes my eyes burn, but Freshsales is a joy to use UI-wise.

Inconvénients

The only feature we found disturbing is that when creating an appointment / meeting, my lead / contact also receives an email. This can be a cool feature, but we need to decide whether we want the customer to be notified, when creating the meeting.
Also, we'd love to use the Freshsales iOS app on iPad, not only iPhone.

Avantages

The software is easy to use, affordable for the features, and fits well with our business operations.

Inconvénients

Honestly none. It works as to be expected and has a nice user interface.

Avantages

Freshsales, is easy to use and captures everything you require, I especially like the outlook integration , all mail conversations, linked to customer and deal.

Inconvénients

While it does a good job of reporting, a Custom dashboard would be nice

Avantages

The CRM is very intuitive and easy to use thanks to automation. I do not have to think about processes. I just use Gmail as usual and sometimes go to Freshsales to convert a contact and add note or deal.

Inconvénients

I did not find anything. Only submitting forms (e.g. notes) should be automated (without clicking on a small "OK" button).

Avantages

The practicality an usability. Automation and dynamic sales funnel.

Inconvénients

Some crashes when mute from taken to contacts, for example, and the deley of opening the inbox.

Avantages

"Este artículo se ha convertido en mi negocio o compañero de equipo. Las mejoras continuas y la escalabilidad funcional de este software brindan procedimientos convenientes de seguimiento, planificación y auditoría".

Inconvénients

"Para impugnar un cargo que no modificarán, tuve que ponerme en contacto con el proveedor de mi tarjeta de crédito y desactivar mi tarjeta. De forma predeterminada, la facturación automática está activada para la cuenta".

Avantages

This software is very comprehensive when compared to other sales lead management and CRM tools for a small to mid-sized business. The value is EXCEPTIONAL when the pricing is factored in. So much functionality for such a reasonable investment.

Inconvénients

Very few cons so far. Some outputs which are determined by comparison, might be nice to have the ability to define them in absolute terms with absolute determinations the result. However, in practice, the dynamic nature of the design may turn out to be superior in practice after we level off in the learning curve.

Avantages

The reporting tool offers a huge amount of options. Freshsales is a platform with a large number of communication channels, with which it is easy to maintain constant communication with each client, and thus be able to close deals more often.

Inconvénients

It should be noted that freshsales does not track expenses. The platform lacks options for automated dialing of telephone calls, an internal marketing manager, and the ability to integrate into social networks, or external customer databases.

Avantages

We use freshsales for Outbound sales and cold calling. Integration with Gmail makes our work a lot easier. We manage all our leads and all communication under one roof using freshsales. Best feature which i like about freshsales is that they track your mails and tell if your mail was opened or not and second It also has a phone feature where you can call your customers and even record conversation for future reference

Inconvénients

time taken to load is more and there mobile app is not good at this moment

Avantages

As a Sales Engineer, by use of Freshsales CRM, you can track your leads in an easy way. Easy to use and easy to track your leads.

Inconvénients

Only a few options to integrate the mails.

It's difficult to understand, to use the filter in Freshsales.

Avantages

Easy to get people on board, plenty of room for customization, accurate reports.

Inconvénients

Some poor translations to Spanish but not too serious.

Avantages

I like how it completely organizes me. Keeps all my communication in a client file. I can track and move around, categorize. It just makes my life so much easier.

Inconvénients

I really do not understand some of the flows. I need assistance with most of it to get it to do what I want... I mess it up easy sometimes.

Avantages

FS is super light, and not terribly complicated. Unlike other CRMs that take a while to perform each function, FS opens pretty quickly. Also almost all of the data can be exported which is good for other reporting purposes

Inconvénients

Once you start using it, you noticed little things that are annoying that it doesn't have. For example, there's no way to tell how long a deal has been in a certain pipeline stage. This is something that is important to any sales team, but is just missing here. Also, you can see the calls your team has made in a repot, but then there's no way to view those calls

Avantages

The integration with Freshdesk as well as how you can view your Pipeline

Inconvénients

Limiting functionality, We as company have products in SAAS as well as once of, In the pipeline I cant split the two and causes issues when filtering

Alternatives envisagées 

Salesforce Service Cloud

Pourquoi passer à Freshsales

Pricing and it was our first software to manage CRM

Avantages

Its so easy to use, extremely customisable and user friendly. Having come from an outdated CRM system, the workflow is now so much easier to use. The application allows me to update whilst im on the go and is such an excellent feature.

Inconvénients

There are a LOT of features, the base offering is excellent but i haven't been able to explore its full capability.

Avantages

The UI of fresh sales looks amazing and it is user friendly. We can easily import unlimited leads and run email campaigns with less effort. Tutorials are quickly available and I like the way it reports every detail so that we won't miss anything.

Inconvénients

I don't have much of cons but I would like suggest the support team to give quick response and the live chat disappears sometimes which is annoying. I understand you must be handling multiple clients at a time.

Avantages

What I liked best about Freshsales was its simple user interface and comprehensive set of features for managing customer relationships and tracking sales progress.

Inconvénients

The fact that Freshsales is a subscription-based service, which can be expensive depending on the number of users, is my least favorite feature.

Avantages

The breadth of what it offers at the free level. For someone to get started with some marketing stats, some sales data, and a support tool, and have it all integrated! Game changer.
There are other large CRMs out there - and they might make sense if your company is already above 5000 people. But if you're smaller than that, you shouldn't have to pay a huge per-seat license fee...and Freshsales fit the bill.
After using a well-known CRM for over 5 years, I'm glad that our company made the switch.

Inconvénients

There are certain functions that aren't there. Nothing that hamper use - but a series of nice-to-haves. But I must say that a few of them have been added since I've started subscribing.