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.

Categories & Use Cases

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Screenshot of Contact view

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

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

Verified User

Manager in Marketing (51-200 employees employees)

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

Verified User

Consultant in Information Technology (11-50 employees employees)

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

Mark Kosier View profile

CIO (Chief Information Officer) in Information Technology at CyberMerced (1-10 employees employees)

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

Immanuel Chiplin Sam S View profile

Senior executive - Business Development in Sales at Indium Software (1001-5000 employees employees)

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

Brandon Howard View profile

Owner in Sales at All My Web Needs (1-10 employees employees)

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

Salesforce Sales Cloud

Insightly

Pipedrive

Freshsales

What is Freshsales?

Categories & Use Cases

Media

Key Features

Top Performing Features

Customer data management / contact management

Workflow management

Territory management

Areas for Improvement

Mobile access

Custom fields

Custom objects

Reviews

Use Cases and Deployment Scope

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Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

Pros

Cons

Return on Investment

Usability

Pros

Cons

Return on Investment

Alternatives Considered

Other Software Used

Usability

Pros

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Return on Investment

Alternatives Considered

Other Software Used

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