Freshsales

From a user point of view, I use Freshsales  for my day-to-day sales activities, and as a basic system for the sales team, it is very user-friendly. I can assign different sales teams, and even if I don't need them to be in-house, I can manage their activities from anywhere, getting all the data in one platform where they can independently work and keep the updates.

Freshsales  is primarily used as a CRM , and I'm using it as a CRM .

I have some experience with Freshsales workflow automation, and I find that it does have an impact, especially with basic workflow automations such as sales campaigns that I have tried, although I am sure that is just the minimal part of the automation. I didn't explore it much because my team members explained to me what the other features are, but as I'm running a small team, I didn't find a use case for a full-fledged automated workflow. I do remember that before I knew about workflow automation, my sales team used to spend a lot of time getting data, especially because we mainly work with campaigns and newsletters. They used to work manually to obtain certain information or eliminate some data. When the team advised about certain automation, it made it very quick to get that information.

Regarding the email tracking feature, I would say it helps with customer engagement. For example, in a massive sales campaign, once it is sent, the next level of engagement can be tracked based on email tracking, such as how many were received or if they were opened multiple times. There are different scenarios where I can plan accordingly, and I can send a second level of campaigns based on the first one's report. I have different options according to my needs.

I see things in Freshsales that could be improved. With the current market trend, I cannot specify anything, but I remember that for email campaigns, more templates could be useful since it depends on the plans for template accessibility. I think I'm using the forest plan; I have to check my records, but it has some limited templates. For example, if you look at Canva, the templates it provides can be more flexible for editing. Other features, such as data entry, could also be enhanced. I need to mention that my salesperson pointed out some things related to contacts, but otherwise, the support feature, especially the chat option and FAQs, is very self-explanatory with many useful elements.

I would give Freshsales something around seven out of ten. Regarding AI features, I never tried those, so I cannot comment on them. However, from my experience, I feel that templates should have more options and customizable template features, especially when it comes to importing images into email templates. There are limitations in that area, and enhancing those editing capabilities would be much more useful.

I have been working with Freshsales for three years now.

Freshsales is stable; I have never had any issues with glitches or bugs.

Freshsales is a scalable solution.

I would rate Freshworks support an eight on a scale from zero to ten.

The installation part and deployment procedure of Freshsales is not complex, but it requires proper training.

I got support from my partner, so with customers, even for a test environment, it's quite straightforward.

Regarding return on investment with Freshsales, it is good if you're really using it. For me, it's the best thing since it keeps my contacts or customer repository in one place and accessible from anywhere. I don't need to keep it in a traditional format, so that is the basic concept of having a system, and it can be shared with the team with role-based access, which are clear advantages. I don't have a specific measure for that, though.

In comparison to other products, I think Freshsales has other leaders in the market, but from a price perspective, it is more affordable than the competition.

Regarding Freshsales' AI capabilities, I haven't experienced them yet, as I'm not using them. Perhaps I have to sit with the team and understand the new features, but right now, if you ask me about that, I cannot give feedback.

I have seen predictive scoring and while not very much, I find it really helpful, but in my personal scenario, I'm not running based on that, although I think the scoring and these things are good.

I would give Freshsales a rating of seven out of ten.

I have utilized Freshsales ' workflow automation. Our team was missing conversations from customers and emails from customers, which might arrive on weekends or days after initial contact. I implemented a trigger so that if emails or active customers from which purchase orders have not been signed are waiting for proposals or awaiting POs to sign, and the customer's email has been received by the sales team on weekends or weekdays, they will be notified in fifteen minutes through workflow automation if the email is not read within a certain time duration.

Apart from that, we have also responded through those emails. If a customer's email has been received with approval and the automator identifies the approved signature or approved context in the email, it will automatically process the orders in the system without manual intervention from the sales team or sales user.

Advanced API limits present some customization constraints that we cannot address. For instance, adding sandboxing for the current setup is not possible. If I want to do something else, there might be a sandbox environment if they could provide it. The reporting feature is not currently available, which could be very beneficial.

Freeing up time in my sales process has had a significant impact. Earlier, considerable time was spent on manual activities. After using Freshsales , I have definitely saved considerable time.

Almost everything has been automated through a process-driven approach, such as sending purchase orders, responding to customer emails, or adding values to emails. I assess Freshsales' email tracking feature as very strong.

Freshsales could be improved if there were a team managing Freshsales service operations in-house. However, the support provided by the service team or fresh service team and the customer team of the company is very poor. I did not appreciate the support. If I had a partner in place who could guide me through Freshsales features, there would not be any issues.

Response time, overall customer response, and SLA must be improved. The quality of support should be enhanced from the customer service team. There are many limitations in Freshsales that can be addressed. Additional features I would appreciate seeing in the future to make it stronger include enhanced API limits, email restrictions, and sales sequences.

I have been working with Freshsales for two to three years.

I would rate their support as a seven out of ten.

I have worked with many solutions before Freshsales. Earlier I used local CRMs, not Salesforce . Salesforce  was too costly for me, so I migrated to Zoho, but Zoho proved difficult for my team.

I replaced it with Freshsales because I was already using ticketing service solutions such as Freshdesk  and ITSM  for Freshservice . I tested Freshsales as well, and it works effectively for my team.

The initial setup for Freshsales was not straightforward. There were many customizations that I needed to do manually. As a partner with an in-house team capable enough to complete the migration activity, the setup was driven smoothly. However, considerable effort was invested in the migration process.

The implementation took approximately one and a half months in my case. I needed two to three resources for that.

Freshsales is an Indian locally driven business, so only a single currency is embedded. However, multi-language support, such as a combination of Hindi and English, is available.

I use Freshsales' predictive scoring, but I do not rely on it at scale because sometimes it might be inaccurate or provide lower quality predictions.

Sales sequences save considerable time, which is beneficial. I am also using a similar feature for marketing. The marketing team and sales team are collaboratively working on multiple campaigns, which really helps the business.

Approximately fifty to fifty-five people are using it in my company. I need two administrators to manage it.

I would recommend this product to other companies. For those seeking a more affordable and cost-effective solution, this is a good option.

I have been both a customer and a partner. I would rate this product a seven out of ten overall.