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.

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 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.

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.

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.

Freshsales is stable, with no server crashes reported and round-the-clock customer support available, making it reliable for our business needs.

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.

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.

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.

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.

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.

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.

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.