Effortless Management with Intuitive Design
What do you like best about the product?
I use Freshsales for management because it offers easy access to my working contacts management and sales management services. I like how easy it is to use; just a tap and almost all work is done. There are many more features in the application like managing our work, setting reminders, or even automating some tasks with it. The initial setup was very easy. Overall, compared to Zoho CRM, Freshsales is much easier to use.
What do you dislike about the product?
I think its user interface can be improved by adding more features in profile. Some functions are in two slides, I mean one in another, which can be improved by setting them on top or on the profile page.
What problems is the product solving and how is that benefiting you?
Freshsales provides easy access to contacts and sales management, making it user-friendly and efficient. It helps manage work, set reminders, and automate tasks with just a tap.
User-Friendly CRM with Powerful Features
What do you like best about the product?
I use Freshsales to manage leads and improve sales productivity. I like how easy Freshsales is to learn and use, even for beginners, while still offering powerful CRM features like lead scoring, automation, and pipeline tracking. It's easy to get started without much training, which helps me work efficiently from day one. I also appreciate its integration with email and calendar tools, which keeps all customer interactions and meetings organized in one place. Setting up Freshsales was straightforward and the user-friendly design made the onboarding process simple, making it accessible even for first-time CRM users.
What do you dislike about the product?
Certain reports and customizations could be more flexible, and the system can feel slightly slow when handling large amounts of data. Report flexibility could be improved by allowing more customization options, such as adding calculated fields, easier filtering, and more control over report layouts. When working with large volumes of data, performance could be enhanced by faster loading times and smoother navigation, especially in reports and dashboards.
What problems is the product solving and how is that benefiting you?
Freshsales automates lead management, reminders, and follow-ups, solving manual tracking issues. It saves time and enhances sales productivity.
Automation has boosted sales efficiency and improves follow-ups across multiple customer segments
What is our primary use case?
Freshsales is our CRM tool and CRM platform. Whenever we want to sell a product to a customer or when they inquire on any promotion site, we get the customer details over Freshsales, and based on that, we call the customer. There is an option to call the customer and check with their needs and proceed further.
Freshsales is being used across a certain list of categories, including healthcare, real estate, and auto sales. Whenever a customer has visited a particular promotion site and provided their details, the details get captured in Freshsales CRM dashboard. Then a support person or salesperson will get in touch with the particular contact person, inquire about their requirements, and proceed accordingly. There is also an automation feature that runs every time whenever a particular criteria is met.
How has it helped my organization?
Freshsales has impacted us positively. It has saved time, increased sales, and improved customer relationships. Comparatively, with the existing method that our organization was using, upon Freshsales implementation, we have seen a five to ten percent increase in time and sales.
What is most valuable?
The automation runs whenever a certain trigger point is met. For example, if the person details captured indicate they are interested in proceeding further, then when we update the particular field, it automatically goes to the next person at a higher level, and then the status gets changed.
There are many features including recently enabled AI that gives a brief description to the contact person about what that particular promotion is about. There are also features like auto email getting triggered and marketing emails. All of those features are part of Freshsales.
What needs improvement?
The product is up to the mark and everything we need right now.
For how long have I used the solution?
I have been using Freshsales for the past six months.
What do I think about the stability of the solution?
What do I think about the scalability of the solution?
Freshsales is highly scalable.
Which solution did I use previously and why did I switch?
We were using a custom developed solution which does not scale up, so that's the reason why we switched to Freshsales.
What was our ROI?
We have seen a return on investment as well as money saved and time saved. Fewer employees are required based on the automation that we created.
What's my experience with pricing, setup cost, and licensing?
The setup cost is very good and within the budget.
Which other solutions did I evaluate?
There are other products that we compared before going to Freshsales. Compared to those, I find Freshsales is more intuitive to the user as well as offering more features to the customer. Before choosing Freshsales, we also considered Salesforce Sales, which is higher in cost, so we ignored that and chose Freshsales.
What other advice do I have?
Freshsales is a must-go product if you are considering a low budget and highly scalable product. I would rate this review as a nine.
Which deployment model are you using for this solution?
Private Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Amazon Web Services (AWS)
Easily Navigable, Needs Better Lead Integration
What do you like best about the product?
I like Freshsales for its simple interface, which makes it easy to use, understand, and navigate.
What do you dislike about the product?
I don't like how lead integration from social media platforms isn't smooth. I also wish there was auto feeding of leads from ad campaigns on various platforms.
What problems is the product solving and how is that benefiting you?
I use Freshsales for sales and managing data. It solves lead monitoring and management effectively with a simple interface that's easy to use, understand, and navigate.
Organized, Customizable CRM with Easy Setup
What do you like best about the product?
I like Freshsales because it's easy to use and organize, and I can customize it to the way I like to work. The ability to make my own filters is valuable, allowing me to see leads that have not been contacted in a while, fresh leads, and those that were potentially closed on the resolution side of my business that need to be addressed. There's a lot of value in how intuitive some of the setup is. I also know it integrates well with other tools. The initial setup was super easy and refreshing, especially as I've used other CRMs before.
What do you dislike about the product?
Sometimes when I'm taking notes in Freshsales, it bounces me to the bottom or the top when I freshly enter into the notations.
What problems is the product solving and how is that benefiting you?
It helps me organize my pipeline, ensuring all case files and leads are properly managed.
Great Features, Needs Advanced Reporting
What do you like best about the product?
I like how cost-effective Freshsales is; for the cost, you're getting an entire suite with many features like sequences and email bulk facility. It was really easy to set up everything as it provides step-by-step guidance. We created accounts fields and company, and Freshsales provides templates for other things. We tested email health without connecting the inboxes, then tested it with DKIM, SPF & DMARC setup on Freshsales. You can use Sequences for sending emails using certain logic, like sending follow-ups to clients who opened emails. It allows you to send automated email campaigns, and with bulk email, we can send a single email as a campaign and personalize every aspect of each email.
What do you dislike about the product?
Detailed reporting of the email metrics can be highly improved. Due to their inability of showing detailed report, I had to create a separate email metrics dashboard personally using python. Their email open and click rates are the most basic, even the free HubspotCRM allows such detailed email metrics. You are only allowed the basic information, making the email metric not so reliable.
What problems is the product solving and how is that benefiting you?
I use Freshsales for personalized email campaigns, tracking client engagement, and providing reports. It helps automate email sequences based on client interactions and send bulk emails with personalized details, all while being cost-effective with a full suite of features.
User-Friendly Interface and Automation Make Lead Management a Breeze
What do you like best about the product?
What i like the best about Freshsales is its user friendly interface and automation capabilities,it simplifies lead management, automates followups, and provides a clear view of sales pipeline, which saves a lot of time and efforts.
What do you dislike about the product?
There's no much dislike,but at times the system can be bit slow when loading reports or switching between modules.once it loads though,it performs smoothly.
What problems is the product solving and how is that benefiting you?
Freshsales helps solve the challenge of managing leads and followups easily.By automating repetitive tasks and centralizing customer data, it saves a lot of time and ensures no opportunity is missed.
Excellent Lead Management Tool
What do you like best about the product?
A great lead catring plateform, where you can manage lead distribution in a effective way.
What do you dislike about the product?
More complex to implement utm source, where we categorize lead source.
What problems is the product solving and how is that benefiting you?
A great tool for lead management. By which we can manage and assign n number of leads and respected sale. We can anlysis based on data we get as a lead.
Great Tool for Managing and Tracking Sales Prospects
What do you like best about the product?
As a salesperson, I found it very helpful for creating deals and tracking the activity of prospects. Organizing the status of prospects was straightforward and easy to manage.
What do you dislike about the product?
So far, everything has been good and I haven't encountered any difficulties.
What problems is the product solving and how is that benefiting you?
Previously, I struggled to keep track of the activities completed for prospects, such as emails and reports. However, after I began using Freshsales, it has made things easier by providing helpful notifications and reminders.
Great product
What do you like best about the product?
It is useful for all business practices.
What do you dislike about the product?
It needs improvements to be more user friendly.
What problems is the product solving and how is that benefiting you?
None at the moment
