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Great Idea but Need for Improvement
What do you like best about the product?
Whole sales funnel is consolidated at one place, from leads to meetings and deals.
What do you dislike about the product?
There are a lot of bugs and errors in the product.
What problems is the product solving and how is that benefiting you?
It is consolidating my whole sales funnel at one place and making it easier to track and make decisions. For me specifically , our sales cycle is around 45-60 days and has a lot of elements invloved. Using different software for different steps creates data quality issues and makes it difficult to map each step.
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freshasles really has improved the ease and tracking of all our sales leads.
What do you like best about the product?
easy of use, set up and te customer support for any issues.
What do you dislike about the product?
I dont dislike much, maybe the number of email send limits.
What problems is the product solving and how is that benefiting you?
tracking all leads, and personalising bulk emails was such an issue before Fresh Sales was implemented in the business.
Not suitable for large scale organization
What do you like best about the product?
Product architechure is good. Have lot of functionality.
What do you dislike about the product?
Have lots of bugs as their most of features are not working properly like workflows, customer journey, auto assignment rules. Also data export will never give you the correct data. They take lots of time to fix any small issue and they will never provide you an ETA regarding that.
What problems is the product solving and how is that benefiting you?
Their data management structure is good. We can create lots of custom column as per business needs.
Leading crm solution
What do you like best about the product?
Easy to use and good fit for mid size company
What do you dislike about the product?
Nothing but could be automated with AI tools
What problems is the product solving and how is that benefiting you?
Lead follow up and building Sales pipeline
It's been a great system to work on and we've used it for 3 years!
What do you like best about the product?
The fact that you can do most things on. Even though it's a sales system we do support work on it as well and we can track and manage tasks easily. Training and onboarding people on the system is easy and it's got a nice clean feel to it. It's easy to use. We do both sales and customer support on the system.
What do you dislike about the product?
It's a little difficult to integrate, and exporting data from the system is not great.
What problems is the product solving and how is that benefiting you?
It helps to keep all our data organised.
Freshsales CRM has helped us track our sales data
What do you like best about the product?
Customer support is fast and efficient. Also, find a lot of value in the analytics capabilities.
What do you dislike about the product?
One downside is the lack of detailed reporting. Sometimes we want more than what the reports can give us.
What problems is the product solving and how is that benefiting you?
They are solving the way we track deals and maintain organization as a company.
Great Flexability
What do you like best about the product?
For me personally I use the analytics part for freshsales the most, I like how flexible it is to use and the advantages of creat new data driving decision from it. The email campaign capability also do help me and my team Target the right targets at the right time. The best thing I would say is for sure the ease of use just with a simple clicks and filtering you are set you and ready to go.
What do you dislike about the product?
One thing go don't like it when you create a view for your contact there isn't a way to export that same view without recreating the same as a segment.
What problems is the product solving and how is that benefiting you?
It helps me in researching how the sales team is performing on a daily, weekly, and monthly level. It also helps me in sending certain customers certain email to help in conversion.
Cannot recommend Freshsales enough!
What do you like best about the product?
Freshsales is truly a robust and powerful platform. It's intuitive and easy to use. Freshsales not only has a wide breadth of features but each feature/module has a lot of depth to it as well. As a small business, we need one program that does it all, and Freshsales is it. Also their support is on point - helpful and prompt.
What do you dislike about the product?
Although they have a robust analytics platform where you can generate tons of custom reports, I wish it was just a little bit easier to build reports.
What problems is the product solving and how is that benefiting you?
We needed a platform for Sales & Marketing. CRM to host all our contacts, email outreach (cold & Drip), Newletter campaigns, forms, and most importantly, Sales Management. Freshsales does all this seameslssly.
Easy to learn, highly customizable, and relatively low cost. Gamechanger for our Tech Sales team.
What do you like best about the product?
This is my first time managing a CRM package and export/importing from our old and dated CRM was relatively easy. The biggest problem was caused by poor exporting functionality provided by ACT! Once exporting and data manipulation was complete, importing old CRM data to freshsales was easy.
Chat support is relatively quick and easy to use. Response time is relatively fast.
Support resolves any technical issues fairly quickly. If it takes multiple steps to troubleshoot, it is fully guided. For example, I needed to pull data from developer mode in my browser and it was easy to get the information needed due the live chat support and video examples provided.
Software is regularly updated with many of my requests having been implemented in the first year of use.
Automation are a huge timesaver, and is simple to use without a programming background. More advanced features available through Webhooks and REST API
I use it daily, and it has greatly simplified and streamlined our sales process and has made it much easier to keep on top of things.
Chat support is relatively quick and easy to use. Response time is relatively fast.
Support resolves any technical issues fairly quickly. If it takes multiple steps to troubleshoot, it is fully guided. For example, I needed to pull data from developer mode in my browser and it was easy to get the information needed due the live chat support and video examples provided.
Software is regularly updated with many of my requests having been implemented in the first year of use.
Automation are a huge timesaver, and is simple to use without a programming background. More advanced features available through Webhooks and REST API
I use it daily, and it has greatly simplified and streamlined our sales process and has made it much easier to keep on top of things.
What do you dislike about the product?
Occasionally need to hard reload (clear cache and reload) to have UI changes propagate. (to be fair, this is an issue I have had with other web-based applications.
Some basic features that I would expect to exist did not exist in freshsales.
-For example, there is no built-in way to review all tasks for a group of individuals for a manager, this can be don't with reports but it is clunky and should be a basic feature of the UI in the activities dashboard
-Sorting by certain fields was not possible which required a workaround using a series of automations. It was disappointing that this was missing and "not possible" per support, while I was still able to make it work without needing to use webhooks or external processing.
-Automation needs more functionality involving arithmetic (numeric and date). There is no way to use automation that compares relative field values as a condition, nor is there a way to add or subtract fields outside of shifting relative to a given date. This seems possible to do using webhooks but it would be nice to have for less technically minded users.
-There is no support for customer forms that allow fields in deals to update. Forms can only capture initial information to create deals but cannot be used to update fields in deals (for example, sending customers a configuration sheet for a car that allows them to add or update specific fields on an existing deal. Once again, I can see how this could be done with webhooks and an external survey form connected via API, however, a simple solution should exist.
-Freshsales to Freshdesk integration has far better functionality when inside Freshsales looking to Freshsdesk. When inside freshdesk, there isn't a lot you can do with he freshsales integration options.
Some basic features that I would expect to exist did not exist in freshsales.
-For example, there is no built-in way to review all tasks for a group of individuals for a manager, this can be don't with reports but it is clunky and should be a basic feature of the UI in the activities dashboard
-Sorting by certain fields was not possible which required a workaround using a series of automations. It was disappointing that this was missing and "not possible" per support, while I was still able to make it work without needing to use webhooks or external processing.
-Automation needs more functionality involving arithmetic (numeric and date). There is no way to use automation that compares relative field values as a condition, nor is there a way to add or subtract fields outside of shifting relative to a given date. This seems possible to do using webhooks but it would be nice to have for less technically minded users.
-There is no support for customer forms that allow fields in deals to update. Forms can only capture initial information to create deals but cannot be used to update fields in deals (for example, sending customers a configuration sheet for a car that allows them to add or update specific fields on an existing deal. Once again, I can see how this could be done with webhooks and an external survey form connected via API, however, a simple solution should exist.
-Freshsales to Freshdesk integration has far better functionality when inside Freshsales looking to Freshsdesk. When inside freshdesk, there isn't a lot you can do with he freshsales integration options.
What problems is the product solving and how is that benefiting you?
Tracking leads (much better pipeline system, previous CRM was clunky)
Adding Contacts (used to be manual)
Tracking email communication (previously required manual entry of contacts so a lot of email history was missed. The way emails are sorted into conversation and linked to records is a massive improvement)
Task Management (Limited due to lack of manager overview of team member tasks, Previous CRM was terrible and almost no tasks were tracked or they were not up to date)
Storing system configuration information for historical searching
Collecting leads from website via forms and directly creating leads and notifications (used to be 100% manual)
Automation to ensure the sales process is bulletproof and that user error or forgetfulness can be promptly corrected. (far fewer leads are falling through the cracks)
Much improved search functionality makes it far easier to look up historical information than previous CRM
All in all, moving from an outdated CRM like ACT! which was barley being updated and lacks features has made all things related to CRM either much easier or has opened new opportunities to streamline our process.
Adding Contacts (used to be manual)
Tracking email communication (previously required manual entry of contacts so a lot of email history was missed. The way emails are sorted into conversation and linked to records is a massive improvement)
Task Management (Limited due to lack of manager overview of team member tasks, Previous CRM was terrible and almost no tasks were tracked or they were not up to date)
Storing system configuration information for historical searching
Collecting leads from website via forms and directly creating leads and notifications (used to be 100% manual)
Automation to ensure the sales process is bulletproof and that user error or forgetfulness can be promptly corrected. (far fewer leads are falling through the cracks)
Much improved search functionality makes it far easier to look up historical information than previous CRM
All in all, moving from an outdated CRM like ACT! which was barley being updated and lacks features has made all things related to CRM either much easier or has opened new opportunities to streamline our process.
A very comprehensive tool for a very good price
What do you like best about the product?
It has so many features, a very reasonable price and the customer service bot takes you to a real person if you have any issues.
What do you dislike about the product?
There are a few annoying bits that I would like to amend on the sales sequences
What problems is the product solving and how is that benefiting you?
being able to contact and keep a record of potential leads customers.
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