#1 most frequent
United States of America
35.8%317 installations of 885
What is Freshsales?
Freshsales is a sales force automation solution for sales teams. It provides features that help salespeople to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales gives sales teams more time for selling by automating the sales process. It includes Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting.
Categories & Use Cases
Media
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Screenshot of Contact view
Top Performing Features
Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Category average: 7.3
Territory management
Users can defines salesperson territories based on customer or market characteristics.
Category average: 7.2
Areas for Improvement
Mobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Category average: 7.7
Custom fields
Users can create custom fields to store additional information on standard and custom objects.
Category average: 7.8
Custom objects
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
Category average: 6.6
Who Buys & Uses Freshsales
#2 most frequent
India
18.2%161 installations of 885
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
6.4%57 installations of 885
Freshsales works great for our team.
Use Cases and Deployment Scope
We use Freshsales as our CRM and contact management software. Our sales team uses it to track leads, create deals and manage our entire sales pipeline in general. Our Management team uses it to track activity and set up weekly reports. We also like that it integrates with most of our existing Tech stack and is quite customisable.
Pros
- Great integrations. Its very seamless and easy to set up your integrations. It also integrates with pretty much anything you might want to connect it to.
- Really easy to use. Our team doesnt need a detailed training set up for new users to start using it.
- It also has great resources for self learning and a pretty solid support team.
- Pretty customizable, worked well for our use case with minimal tweaking.
Cons
- While we like the way we have set up reporting, I think that is one area where it could see significant improvement.
- Initial set up a was a little rocky and it took a few tries till we had our pipeline and workflows nailed down.
Return on Investment
- It has improved our sales process and workflows significantly.
- Integrations reduce duplicate efforts.
- Price per user is very competitive so it has saved us a fair bit when compared to market alternatives.
Usability
Alternatives Considered
HubSpot CRM and Zoho CRM
Other Software Used
Apollo.io, LinkedIn Sales Navigator, Zoho SalesIQ, Zoho Desk
Freshsales - Managing leads gets simplified and quicker
Use Cases and Deployment Scope
We use Freshsales to track our organisation Business Opportunities, leads as well ongoing engagements with our clients. Freshsales has become a critical part for our Business success, as we manage our new accounts and leverage add-ons/additional offering to the existing accounts.
Pros
- Sales Automation
- Lead Management
- Email tracking and Campaign Management
Cons
- Mobile app experience
Return on Investment
- Increased sales efficienct
- Better Lead Management
- Shortened Sales Cycle
- Improves forecasting and Insights
Usability
Alternatives Considered
Sugar Sell (SugarCRM) and Microsoft Dynamics 365
Other Software Used
Freshservice
Freshworks CRM is the best CRM!
Pros
- Support is awesome
- Very simple interface
- Quick setup
Cons
- I have not found any areas I do not like
Return on Investment
- Able to mark up the software and resell to your clients so I would say it has improved our ROI.
Usability
Manage your Business using Freshworks CRM!
Pros
- Sales sequences
- Importing contacts and accounts
- calendar sync
- Deal module to easily navigate
Cons
- The interface itself can be made easier for some people especially who are not tech-savy
- After importing, you could make the errored file viewable in the interface itself instead of an email
- Had to reach support to know where to upload files related to a contact the first time
Return on Investment
- I was able to follow up with the prioritized leads and able to achieve my sales target
- Able to see my calendar and emails on a contact with outlook integration
- Couldn't get Microsoft Teams integrated with Freshworks as they do not have it immediately
Alternatives Considered
Zoho CRM
Other Software Used
Microsoft Teams, Apollo, greytHR
Usability
Overall Great CRM
Pros
- It helps you automate your onboarding process for new leads.
- It has lots of integrations with other apps, so you can interact with other things like calendars and calls.
- It's pretty easy to set sequences so the platform automatically follows up with people for you. This is not only helpful for your sales pipeline, but also for client communication when working on a project that requires their input.
Cons
- Their tech support is pretty bad. I think I get a helpful answer maybe 20-30% of the time. I wish they would actually think about the problem and try to find a solution instead of sending a scripted or another completely unhelpful answer.
Return on Investment
- Freshsales has definitely had a positive impact on our sales. It's difficult to nail down the ROI it has generated, but it's well worth the cost.
- The savings is mostly in time spent on lead and client follow up, so we can handle more leads and projects with a smaller team.
Alternatives Considered
HubSpot CRM and Salesforce.com
Other Software Used
Zapier, Trello, WordPress, WooCommerce, Adobe Photoshop, Sublime Text, FileZilla, Oracle VM VirtualBox, Ubuntu Linux, Slack
