Freshsales

Freshsales

(383)
4.7 out of 5 stars

Freshsales is a sales CRM built to help you stop juggling between multiple tools. It’s ideal for small businesses and refreshing for enterprises.

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Freshsales review by <span>VIGIL V.</span>
VIGIL V.
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
Reviewed On

Good for Starters, but lacks detailed reporting that is required

What do you like best?

One of the best things about Freshsales is its deals page, this gives us a birds-eye view of the entire sales pipeline for the month.

And for salespeople it became easier to prioritize and segregate deals based on their usecase and probability of closure.

Another thing we liked was the ability to autoasign / distribute leads to all the sales people available. That saved a lot of development time which we would have wasted.

The integration with Freshcall made it possible to track all sales calls , which was essential for us since our entire team is inside sales and conversation over a call needs to have certain quality standards. The integration allowed us to associate each call to a deal/contact based on their phone number. Which made it easier for our quality to check the same.

What do you dislike?

Report quite simply is stupid, I can download excel sheets and some graphs but most of doesn't give me any insights.

There are semantics like account, lead, deal, contact in the CRM. It is rather confusing and rarely serves any purpose

Unable to filter Deals in the pipeline view beats the entire purpose of a pipeline view

Recommendations to others considering the product

wait for it to evolve another 6 months should be good,

What business problems are you solving with the product? What benefits have you realized?

We have been using Freshsales for sales and lead tracking, especially for our inside sales team. Another thing we wanted was detailed analysis and reporting which Freshsales lacks.

From benefits point of view, it was easier to track our sales lifecycle. We have been able to fathom the resources required for our sales volumes and adjust the manpower and shifts accordingly

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Freshsales review by <span>Jose B.</span>
Jose B.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Getting closer to our customers

What do you like best?

The ability to save all the customers information, including calls, messages, address, websites.

Creating tasks really helps a lot when you have plenty assignments a day.

The link between Freshsales and Helpdesk is really helpful when connecting both platforms.

This platform is really intuitive and easy to learn how to use, even if you learn all by yourself you will not have any problem.

What do you dislike?

The platform is kind of heavy and makes the webpage slow most of the time.

Sometimes you don't get to see a contact full information.

You should prepare some kind of presentation for us users to find things easier, some of us are a little new to these kinds of platforms.

Recommendations to others considering the product

Use the trial, but you will love this platform, for real.

What business problems are you solving with the product? What benefits have you realized?

Having the more information possible in one place.

It eliminated the need to have a bunch of files with contact information for the customers

What CRM solution do you use?

Thanks for letting us know!
Freshsales review by <span>Samuel G.</span>
Samuel G.
Validated Reviewer
Verified Current User
Organic
Reviewed On

I've using it for a year

What do you like best?

The best thing is to keep track of all the activities you made with your customer. It helps us a lot when trying to reach all the goals our boss propose us. Also, it helps us know how to close a deal. It has a lot of information on it, it has easy to read tutorials on the data base.

What do you dislike?

It is hard to work with it when the Internet connection start decreasing. Meaning that you need to have the best internet connection ever. Sometimes it gets crazy when trying to get the data base. Also, we cannot export the .CSV information from the data feed sheet we have. That is something hard to use.

Recommendations to others considering the product

They have to take time to read all the data they provide. It has a lot of tutorials in them.

What business problems are you solving with the product? What benefits have you realized?

Is possible to keep track of the deals or new leads we are working with. It is hard to do that on paper. Also, we learn how to send cool emails to our clients

Freshsales review by <span>Sarah C.</span>
Sarah C.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Responsive Customer Support and Great System

What do you like best?

We love the ease of customization and the way that the team at Freshsales is always available for a phone call with any tech issues. The pipeline flow is really clear, and the prompts to set a task for each deal keep us on the same page as a team and encourage us to move the deal forward.

They continue to add more features, which has been great for us as we continue to get more functionality for the same price.

What do you dislike?

I think the only challenge that we've faced is that we sometimes have redundant fields that show up on the display, and some glitches with the Quickbooks integration. We'd also love more of a colour cue when a deal is stalled in a certain stage.

Some other things that we needed weren't built in (we sell products and services) but we were able to make a work arounds in the program so for the most part, it does everything that we need.

What business problems are you solving with the product? What benefits have you realized?

Freshsales has really helped us to improve our communication as a sales team and to track the emails and information that we send to the client. It's a great product for our small business, and it looks like it will be really strong for us as we scale.

Freshsales review by <span>Luciana M.</span>
Luciana M.
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
Reviewed On

Freshsales, the all-in-one CRM for prospecting and closing deals

What do you like best?

- It really helps for prospecting and closing deals

- It has a great UI, far way better than much of the CRMs on the market

- It has an awesome points system for leads qualification

- It has an integrated phone number that you can activate so you can log and record your calls directly to the CRM platform

- It's really easy to use and understand

Sales campaign and workflows really make your life easier when following up on prospects/contacts

What do you dislike?

It would be great if you could manage the system scores for leads qualifications (like when a lead interacts with your mails it adds points when it might be a cold lead).Also, Support help could respond a little faster when having problems (we were almost a week with a problem and the answers we got from them were every two days when it was something urgent)

Recommendations to others considering the product

If you are willing to prospect, this is a must-have, all-in-one CRM with a really affordable plan and features.

What business problems are you solving with the product? What benefits have you realized?

When we first started prospecting, we found out it was very difficult to score leads in most of the CRMs. With Freshsales, all of that pain went away! The lead scoring feature is just awesome. You can customize it to your own preference, and define when a lead is cold/warm/hot, and this is just great

Freshsales review by <span>Christiaan S.</span>
Christiaan S.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Smooth and easy to use

What do you like best?

Kanban function with deals and being able to filter deals/customers or leads accordingly. The fact that companies/contacts/leads and separated but yet shows the relationships between all parties. Online Support for Fresh Sales is great as you can receive instant answers to any questions you may have.

What do you dislike?

No Dashboard available on the Garden plan. Having issues linking customers between freshsales and freshdesk. Training needs a bit more attention concerning the content that is covered during webinars and doing the actual test. If training is more interactive in webinars, handling actual situations posed by likewise questions in a test. Resellers will benefit by the means of understanding the product at a deeper level

Recommendations to others considering the product

Ease of use makes FreshSales a breeze to work with

What business problems are you solving with the product? What benefits have you realized?

Having documentation linked to a deal or customer. Keeping admin aligned with customers. Having tasks, appointments and notes available immediately on a deal or contact. Having support tickets linked to a customer so you will always be prepared when visiting a customer.

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