My main use case for Freshsales is the Sales Sequence feature, which automates the time-consuming process of sending out outreach emails, conducting calls, and reminding me when to follow up with customers, making it easier to manage customer interactions and allowing me to focus on closing multi-million dollar deals.
Freshsales
Freshworks Inc.External reviews
1,225 reviews
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External reviews are not included in the AWS star rating for the product.
Freshsales Boosts Lead Management and Sales Pipeline Visibility
What do you like best about the product?
Freshsales has been a useful CRM platform for managing leads, tracking sales pipelines, and improving overall sales workflow visibility.
What do you dislike about the product?
The data does not show up fast, takes a bit of time to load the updated information.
What problems is the product solving and how is that benefiting you?
Freshsales helps me keep track of the timeline, and it’s easy to read and follow.
Automated sales sequences have transformed outreach and now organize multi-million deal workflows
What is our primary use case?
What is most valuable?
Freshsales is a very comfortable type of CRM with easy customization and user-friendliness, allowing even non-techie individuals to manage their internal pipelines effectively, as it is a highly customizable CRM that suits our business needs, whether for selling products or services.
The best features that Freshsales offers begin with the Sales Sequence, which is top-ranked, followed by the marketing division that allows us to create automated marketing sequences. Freshsales also includes 24/7 customer support, web form integration for lead generation from our website, and other valuable functionalities.
The Sales Sequence feature significantly helps my workflow by enabling an account manager to contact a large list of customers quickly and efficiently, sending out emails with minimal manual effort, while also providing critical statistics about email engagement, which aids in improving outreach strategies.
Freshsales positively impacts our organization by creating a central repository for all our business objectives; it has helped us organize our pipelines and documents efficiently, providing a system where we can easily access any necessary files related to individual deals and allowing visibility into the performance metrics for the board of directors.
What needs improvement?
I believe the customization options in Freshsales could be improved, particularly regarding themes; the ability to implement our logo into the dashboard would enhance our professional image when dealing with external partners compared to larger MNCs using their internal software.
I would rate Freshsales an eight out of ten because while it offers customer chat support, practical navigation for non-technical users could be enhanced, particularly regarding technical issues such as web form connections, which would benefit from immediate access to technical assistance.
For how long have I used the solution?
I have been working in my current field for almost five and a half years, initially starting in product-based roles before transitioning to cloud consulting and now focusing on enterprise-level segments.
What do I think about the stability of the solution?
Freshsales is stable, with no server crashes reported and round-the-clock customer support available, making it reliable for our business needs.
What do I think about the scalability of the solution?
Freshsales offers excellent scalability for startups and mid-sized companies; we have not experienced challenges in scaling up or adding customized solutions, but I am uncertain about its performance at the enterprise level with larger deals.
How are customer service and support?
The customer support experience is wonderful, providing 24/7 availability with knowledgeable agents who can effectively address issues, assisting non-technical users in understanding the technical aspects and facilitating direct communication for complex problems.
Which solution did I use previously and why did I switch?
I previously used Dynamics 365 at my former organization, where the complex integration and unnecessary tools were issues, prompting our switch to Freshsales, which provides better customization, onboarding, and commercial value.
What was our ROI?
We have seen a significant return on investment with Freshsales, notably in time savings from efficient document organization and file storage; the metrics help us track deal sizes and customer interactions effectively, and we have saved a good amount of money compared to other CRMs such as Salesforce and HubSpot, which have much higher costs.
What's my experience with pricing, setup cost, and licensing?
My experience with pricing, setup costs, and licensing for Freshsales was very smooth; the Indian team was clear in their communication and offered good discount packages, along with a pre-onboarding call that provided valuable insights into using the software.
Which other solutions did I evaluate?
Before choosing Freshsales, we evaluated multiple options including Zoho, HubSpot, SignalHire, and Salesforce among others; we chose Freshsales because it met our expectations at a good price point.
What other advice do I have?
For startups or mid-sized companies considering Freshsales, I would highly recommend its ease of setup, accessibility, and overall user-friendliness, particularly praising the team's global presence. I would rate this product an eight out of ten.
Effortless Setup, Needs More Integrations
What do you like best about the product?
I like Freshsales for its zero configuration setup and fastest time to value. The native harmony really stands out because I can save thousands since the phone integration doesn't need separate configuration. Additionally, the instant email and phone activation are quite impressive.
What do you dislike about the product?
I don't like the limited third-party native integrations in Freshsales. There's also some rigidity in the reporting and dashboard features, which can be frustrating. Plus, the mobile app tends to be laggy, which is a bit of a hassle.
What problems is the product solving and how is that benefiting you?
I use Freshsales to manage leads, automate tasks, and gain insights, reducing data silos, tool fatigue, and wasted time on dead leads. It resolves accidental data destruction and version control issues from Excel.
Streamlined Deal Management with Room for Improvement
What do you like best about the product?
I use Freshsales for deal management, sales funnel, and daily tasks. It helps me organize our sales funnel effectively. The deal management feature is very impactful, allowing me to understand where we currently are in the sales process. I can set the deal management according to my requirements, like first call, demo 1, demo 2, and get the status in a single click. I also find the call log feature valuable, and the initial setup was easy.
What do you dislike about the product?
Sometimes the activity section updates automatically, which shouldn't happen. I'd prefer if updates didn't occur without our permission.
What problems is the product solving and how is that benefiting you?
I use Freshsales for deal management and sales funnel organization. It helps me understand our current sales position and allows me to customize the deal flow easily. The status is accessible in a single click.
Cheaper Than HubSpot, but Missing Basics, Poor UI, and Weak Reporting
What do you like best about the product?
The only upside is that it is cheaper than HubSpot. I cannot think of anything good about the platform.
What do you dislike about the product?
The UI is horrible, no clear guides on integrations or how to connect anything, reports are not at all that detailed as in HubSpot, plus most marketing service companies include their own CRM which is actually free and much better like Instantly.
They need to upgrade everything ASAP.
Our team actually does not use this anymore, although we have paid for a year. Excel is much better for us. The very basics of ROAS, CPL/CPD are missing. There is no enforcement of reminders like there is in HubSpot, no AI features like there is in Instantly.
I don't even think that the support can help here, because the platform doesn't even have the feature set that even basic SaaS Marketing/Sales teams need.
They need to upgrade everything ASAP.
Our team actually does not use this anymore, although we have paid for a year. Excel is much better for us. The very basics of ROAS, CPL/CPD are missing. There is no enforcement of reminders like there is in HubSpot, no AI features like there is in Instantly.
I don't even think that the support can help here, because the platform doesn't even have the feature set that even basic SaaS Marketing/Sales teams need.
What problems is the product solving and how is that benefiting you?
I used to solve the problem of knowing the lead source, cost, revenue from the various sales sources we have, but honestly, Excel is better for basic stuff. We have started using Zoho a bit as we want more features, performance, and from a company that has local time zone CS support.
Easy Task Completion with a User-Friendly Interface and Strong Support
What do you like best about the product?
The most helpful tool in FS, for me, is the integration tool. It makes it really easy to get tasks done. I also like the user-friendly interface and the way they handle confidential data. On top of that, it’s affordable and comes with good customer support.
What do you dislike about the product?
If it’s your first time using these tools, you’ll probably have a hard time understanding how they work. They’re a bit complex, especially if you’re new to the industry, so it can take some time to get familiar with everything.
What problems is the product solving and how is that benefiting you?
Freshsales solves my problems when it comes to business workflow and lead management, and it helps me get a better ROI for the business. The UI and UX are both good and easy to work with.
Easy-to-Use CRM for Managing Leads and Deals
What do you like best about the product?
Freshsales is easy to use and everything is in one place. I like the lead tracking and email follow-ups, it saves time and keeps things organized. The pipeline view also helps me clearly see deals and focus on the important ones.
What do you dislike about the product?
At times, it feels a bit slow, and in the beginning some features take a while to understand. A few of the more advanced options also aren’t very easy to find, which can make navigation a little frustrating at first.
What problems is the product solving and how is that benefiting you?
It solves the problem of scattered leads and missed follow-ups. With everything in one place, I can track leads more easily and stay consistent with my follow-ups. As a result, I manage deals better and save time.
Great Integrations, But Slowdowns and Limited Multi-Window Support
What do you like best about the product?
Integrations are important. So I like that it integrates with other software to aid in our efficiency.
What do you dislike about the product?
No defined nickname field. Sometimes it slows up. It's also not the greatest with handling more than 3 open browser windows.
What problems is the product solving and how is that benefiting you?
It's a robust CRM which is useful across multiple departments in the organization
AI-Driven CRM with Seamless Setup But Lacks 3rd Party Integrations
What do you like best about the product?
I like that Freshsales acts as a centralized repository, putting every email, call, and meeting in one place like a dashboard, which helps me know what each discussion was about. The lifecycle feature enables me to track the progress of a deal, see who needs a nudge, and automate manual tasks like sending emails or setting reminders. I appreciate that it helps me prioritize leads, focusing on those with a higher chance of success using Freddy AI. I enjoy the activity tracker which provides a timeline of each touchpoint, enabling my firm to reach out at the right time. I also find the automated sequence for outreach smart since it stops whenever the customer replies, and the ability to make calls directly via the CRM is really handy. The layout is great and makes navigation easier. Furthermore, setting it up was easy for my team and me, and it saves us time by reducing the need for accessing multiple apps.
What do you dislike about the product?
1. The mobile app is slow and not all features are available compared to the desktop version. 2. Sometimes data extraction for leads is not accurate, so a double-check by the team is necessary. 3. It lacks integration with third-party platforms like Marketo, Pardot for marketing, and Netsuite and Sage for accounting.
What problems is the product solving and how is that benefiting you?
I use Freshsales to centralize contacts and interactions, automate tasks, prioritize leads using AI, and track activity for strategic outreach, saving time and improving decision-making.
Decent CRM, needs improvement
What do you like best about the product?
i dont like it much. overall a very bad experience
What do you dislike about the product?
its very unresponsive, very slow and support also wasnt great
What problems is the product solving and how is that benefiting you?
it tries to solve the Sales operation problems and efficiency.
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