TrustRadius: an HG Insights company

Freshsales

Score8.6 out of 10

130 Reviews and Ratings

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.

Media

Screenshot of Contact view
Screenshot of Dashboards
Screenshot of Workflows
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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: 7.4

  • 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: 6.7