Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business.
It's open API allowed us to develop some really cool things. Such as event tracking from our website that is attached to a users FreshSales profile.
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.
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An Excellent All-In-One CRM and EDM Platform
Freshsales consolidates virtually every CRM and EDM function that my business needs. I've discontinued my Mailchimp and Zoho subscriptions as a result, and will probably continue cancelling some of my other subscriptions as Freshsales adds more features. The ease of use, capabilities, and value for money are, overall, excellent. I mostly use Freshsales for contact management, collecting self-reported attribution, and email marketing.
As with many feature-dense products, there are some parts that are more polished/easier to use than others. I had a fair bit of trouble setting up certain automations, which was made more difficult because a lot of the documentation was out of date (I was saved by Freshworks' excellent support). I also had some trouble setting up self-reported attribution the way I wanted.
Alternatives Considered: HubSpot CRM
Reasons for Choosing Freshsales: Freshsales is much better value for money.
Reasons for Switching to Freshsales: I heard good things about Freshworks on LinkedIn and liked their all-in-one approach.
If you need support, look elsewhere
Comments: In short, great app, downright awful support
Very easy to implement. Currently using FreshDesk, FreshCaller and FreshSales. Great integration, everything works quite well.
As long as you do not need help from support, you will be fine. Every time that I have contacted support it has unfortunately been very disappointing. Even the most basic question takes an inordinate amount of time to get a response. Specific issue on FreshSales that really was upsetting is the fact that under the blossom program you get absolutely no reports, zero. In order to get reports, you have to upgrade to the next plan, garden. The cost per user goes from 12 to 25 if you are on the annual plan or 19 to 35 on the monthly. It is really hard to understand why some basic reports were not provided under blossom. Yes, the app is very useable without reports, however, if you are managing a team and want to see data across users, forget about it. You need reports and will have to migrate to the next plan up. I cannot stress the fact that the support is just simply not a priority for them, for many folks this could be the one thing that will force them to look somewhere else.
Reasons for Switching to Freshsales: The decision to choose freshworks was for most part driving by cost.
FreshSales is a CRM that is easy to use and configure
Comments: Facilitating the organization of all of our potential customers' contact information and email history in one location. You may utilize their reporting function to maintain tabs on sales and top performers, and you can use and build email templates to speed up communication with prospects and customers.
Freshsales is an intuitive CRM that is always seeking to better itself. I appreciate that my suggestions are not only heard but also acted upon. It's simple to integrate with your email and offers cross-platform support for apps like Acuity and Google Calendar.
If the leads have different addresses, please don't ask for them twice. The CRM software FreshSales will flag a lead as duplicate if there are multiples with the same name.
Buggy product and horrible customer service
Comments: I wouldnt recommend it to anyone and regret paying for the product
Not much. The product is OK but the support is just mind-numbing
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
Reasons for Choosing Freshsales: We were using the free version of hubspot which was pretty good but their paid version was ore expensive than Freshsales
Switched From: HubSpot CRM
Reasons for Switching to Freshsales: It was cheaper than hubspot
Freshsales suite fulfills our needs
Comments: Overall experience is good. Now that we are on an enterprise plan, support is good. When we were not enterprise client, the support was often slow.
This product offers a lot of features and does offer a multi-touchpoint approach. Email journeys, Whatsapp integration, Chatbots, SMS...
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 Considered: HubSpot CRM
Reasons for Switching to Freshsales: We were using Freshsales for 2 years now. We searched for alternatives, but we saw that Freshsales serves all our needs.
Great CRM Platform for Startups and Growing Businesses
Comments: Aside from the onboarding process, we enjoy using Freshsales and believe it's worth it to manage your contacts and leads. Freshsales is a great platform to use with any sales pipeline.
When I started using Freshsales with my team, we get amazed with the simplicity of the CRM and the flexibility of features and options with each contact. Also, we enjoyed the integration with Freshdesk support and assistance platform.
The onboarding was a little bit long, it took around 3 days, even though we started with a few contacts by then. I hope they improve the onboarding time or change the methodology to enroll using Freshsales.
Alternatives Considered: Zoho CRM
Reasons for Choosing Freshsales: Bitrix24 interface was overwhelming for our team.
Switched From: Bitrix24
Outstanding Sales CRM
Comments: Freshsales is helping our business grow and spread our product to new lucky customers
The integration process was quick and seamless. This product has all the needed features of an outstanding Sales CRM such as Lead Capture, Contact Management, Omni channel support and much more.
If FreshSales can be integrated with AI tools such as Vonage AI and ChatGPT that would be the greatest software package one can dream of.
Alternatives Considered: HubSpot Sales Hub
Reasons for Switching to Freshsales: Freshsales is easier to use has more features and it is cheaper
FreshSales: An extensive CRM for all your needs
Comments: I am almost content using Freshsales as all of the parts to my sales cycle can be tracked at one place and also I can just remain on one software throughout the day unless I am prospecting so it makes things very efficient and saves a lot of time. Also, helps me to create a workflow according to my preferences.
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.
Notifications although automated can sometimes be delayed.
Best Features of Freshsales CRM
Comments: Global Compliance requirement as such that of GDPR & Other relevant regulation with regards to DATA Management & security.
Phone system & O365 Email Integration & reporting features.
Unable to configure Phone system in other VOIP Devices like IP Phone & Polycom Conference Devices. Linking of Deals with Emails
Reasons for Choosing Freshsales: Integration & cost optimizing
Reasons for Switching to Freshsales: Out of box setup, unlimited tech chat/email support, phone system & email click setup.
freshsales I like it because it allows me to manage several tasks at once
nothing to reproach it apart from revitalizing the software a little
Freshsales review by Nick Chambers
Comments: Managing email campgins in a personalised and professional way. Keeping track of and updating changes in circumstances to our correspondents in real time. Filtering contacts according to specific criteria.
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
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.
Reasons for Switching to 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.
Enhances our ability to respond to customer requests
Comments: Freshsales organizes our relationship with customers in the required manner, as any email from customers is answered by the responsible member in a timely manner, and we also ensure that our promotional campaign messages reach the targeted individuals and institutions within carefully studied time periods. Freshsales has also increased our organizational capabilities, as all files, messages and contact lists are easily accessible.
I really appreciate the simple, intuitive design of the dashboard, as it makes customization easy, and I can navigate between the different sections with ease. Freshsales is also good at how it sorts and classifies incoming mail, which helps us direct it to the responsible member directly, and this is reflected in the speed of response to customer requests. It is also good for the organizational capabilities that Freshsales provides, as we can create a file for each customer and we can save everything related to our relationship with him, including messages and invoices, and that they are saved on the cloud, which makes it easy to access them at any time. I greatly appreciate the scheduling capabilities that Freshsales provides, which allow us to organize the dates of sending emails or text messages to customers according to contact lists at appropriate times, and this is important so that we do not repeat messages in a random way that makes the customer feel bored. Freshsales is also great for the collaborative capabilities that it provides us as a team, where we can share updates on different tasks and also collaborate in preparing reports and marketing plans.
Freshsales is easy to use, and it does not require a lot of time to master its effective use, in addition to that the subscription prices are appropriate and are not considered an obstacle to the involvement of all team members.
Just the push your sales team needs!
FreshSales has helped me in -
1. Delegating tasks to the team
2. Tracking of team activity / performance
3. Increase accuracy of sales forecast
4. Identifying neglected contacts in the database
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.
A limitation observed is that the software takes longer time to load in case of heavily loaded database.
A great suite to improve marketing effectiveness
Comments: Using both Freshdesk and Freshsales to manage our relationships with users and the business opportunities that may arise is the most efficient way to improve our sales effectiveness.
We are using Freshsales together with Freshdesk and it is the perfect solution to help our customers and manage all our relationships with them in a quick and simple way through an effective streamline. By adding the Freshasales API code in Freshdesk, the tools are automatically synchronized in order to keep track of the relationships that have occurred with all users. Freshsales helps to reach specific goals by setting up a valuable deal for each lead imported inside it. The deal management is really intuitive, just like all the other features available. The contacts can be easily imported uploading your customer lists in csv or similar file format. The CRM offers a built-in phone, an integrated email system, a user behavior, tracking, and a reporting system. As already written, Freshsales is really intuitive and easy-to-use thanks to its accessible menus and filters. There is also the possibility to customize some overviews in order to keep all essential information at your fingertips. It is possible to automatize pipelines and workflows as needed. Freshworks tool offers a great help desk, you can get support by email using the ticket system, by chat or telephone. The support team is always ready to help.
Some automatic reminders are missing. You can’t set specific alarms to be notified when a customer doesn’t get back to you or similar.
Lots of issues w/ CRM migration + bugs
Comments: Overall very disappointed - we have had expensive downtime for our sales team, actual downtime from our customers not being able to use our software due to their tracking snippet and hours spent going back and forth with their support team not getting to a resolution. Amazing they have raised so much money and have not been able to address these issues. Doesn't feel like a production ready software product.
Liked the featureset and price and the fact that they promised full migration support from our previous CRM. Unfortunately it did not turn out as advertised.
During the sales process I was told that they would provide full service assistance with migrating us from a previous CRM and this was a big reason why we picked Freshsales after a through search across the options in the market. They told us it would be completed by a certain date and then missed the deadline - my sales team had no CRM for over a week and was logging all their notes in spreadsheets! Then when the incomplete data showed up, we were missing the dates of actions along with whole categories of actions. I'm writing this 5mo later and after working with multiple support personnel from Freshsales this is still not resolved. We've also had issues with bugs in the software including their snippet which tracks website actions blocking folks from being able to login to our software 2x. Twice we've had slow performance on our web app reported (we run a software company) and our engineering team has troubleshot and pinpointed the Freshsales snippet as the source of the problem. The call feature with call recording is not usable with customers reporting choppy connection / poor connection on over 50% of calls. Numerous small bugs found in the software that affect usabiilty. We build software and it's very clear that they need improvements to their software testing process and less overpromising from their support team.
Simple, powerful CRM, for a fraction of the price
Comments: Overall, a great piece of software for a great price.
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!
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.
Reasons for Choosing Freshsales: Price
Switched From: HubSpot CRM
Reasons for Switching to Freshsales: Features, price, ease of use.
Best CRM Tool - Features, Pricing, Support
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.
- 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.
A nice, lite alternative to SalesForce
Comments: Very responsive and their support is fast
It is very customizable and easy to get up and running -- especially for a small company that needs a strong CRM
Some of the interface is still being developed. For example, adding a call log or editing a field are under the same icons.
Alternatives Considered: Copper
Reasons for Choosing Freshsales: Cost and functionality
Switched From: Salesforce Sales Cloud
Reasons for Switching to Freshsales: They were also a new startup
Full Featured Reasonably Priced Sales CRM
Comments: As a new startup, I was looking for a modern, full featured sales CRM that was affordable and easy to use. I also wanted it to be able to do some marketing automation. I wanted something that was a mix of SalesForce and Hubspot, but for smaller players like myself who don't have an enterprise budget. I found that with Freshsales. I'd highly recommend giving it a try.
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.
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.
Feels like a breath of fresh air
Comments: I had a great experience and it has made my life easy ever since I started using it.
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.
Would be great if it can be integrated with more softwares so there are a lot of options for customers.
Freshsales helps medium sized businesses manage the process
Comments: Freshsales has made the process of managing leads and communicating with them till they become contacts through to client a more manageable process for our clients. it has also worked well for us. Freshsales is really the Sales force for the emerging enterprise.
If you want the functionality and capability of SalesForce for your medium sized business but you just don't have the budget, then FreshSales is the right software for you. I guarantee you you will be blown away by the functionality and the outputs you get from this for a fraction of the investment on what other corporates invest into their Sales CRM. There is too much to mention. You can synchronize emails to customers and the software is very easily customizable. It can be integrated quite easily with other software to enhance functionality. My medium sized businesses are over the moon with this software. From the reports you get, you can easily analyze the sales process and wee where the bottlenecks are.
Freshsales is priced on multiple users. This can get quite expensive for smaller businesses trying to tes out certain sales strategies. This is why I would recommend this more for medium sized busiensses.
All in one best CRM suite
Comments: Freshsales helped us to automate our outbound sales activity and generate extensive reporting
1) Ease of implementation and setup 2) Customer support 3) Very optimized CRM 4) Clean UI and UX
Need more sales enablement options for outbound sales activities. i.e 1) Send cold emails specific to prospects' time zone 2) Ability to send emails per our scheduled time than 30 mins buffer available in Freshsales CRM
Reasons for Switching to Freshsales: Pricing and easy setup
Comments: Very good. Our sales team use it daily with very good results
FreshSales is easy to set up, import contacts, accounts and deals. Once you do that you are ready to start using it.
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
Buggy and full of errors
Comments: I am disgusted that I spent the money and will not renew, As soon as I am able to transfer my hostage contacts I will move to another hopefully better system.
The software is in the cloud can use it from anywhere
The software is full of bugs, the support people are very helpful but I do feedback on the errors I reported and no fix either. Every day I discover new errors - limitations and bugs in the system. I will not renew my subscription. The worst part for me is the fact that I have been unable to export my contacts from the system - which limits me to go to another system that works more reliable. I am also not impressed that my credit card details are stored by the system. This is actually open to fraud and hacking - so if their buggy system gets hacked then my credit card details are open to the hackers. NOT VERY NICE
Comments: Our company has never had a CRM system before and we did everything via paper files. Incorporating a CRM was the way for us to bring our company into the future and grow our client base. As you can imagine trying to find a system that works for everyone is difficult especially when alot of my colleagues are not familiar in complex computer tasks. We have tried a few CRM systems, and all apart from Freshsales were far to complicated and overpriced. Freshsales stood out from the rest due to it's ease of use and instant online support. Since using Freshales there has been a dramatic change in the business for the better. Things are more organised and files never go missing like before with the paper files. Communication is far better between colleagues as we can all see each others updates and dashboards. We can now all help each other out, as all of our cases for different clients can all be viewed together. Freshsales is definitely something I cannot live without now it has been introduced.
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.
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.