Cloze vs. Freshsales

It's ok for personal use but for business use, it is begging to become a terrible system. We used it for 5 years and after that, we have decided to move to a different system, upon export of the information we started looking at and our database of contacts was so messed up with contacts merged together that don't belong together. So as our database was so corrupted we had to start over with new contact lists and rebuild everything again. I would not recommend this software unless you have your own IT department that can fix things themselves.

If you are a smaller organization you are probably ok to use [Freshworks CRM (formerly Freshsales)] vs Salesforce - you will save money and still get some great features. I would not recommend for a very large enterprise. It is also challenging to have the support come from another region although they do try to be very responsive.

Incentivized

• Contact management
• Contact enrichment
• Email management

Incentivized

• 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.

Incentivized

• Not good as a comprehensive project management tool.

Incentivized

• Persistent and pervasive down time
• Lack of scalable integrations with data source (e.g., their Segment integration is barely functional and they won't improve it)
• Slow and unhelpful customer service
• Account management doesn't understand our business or what we're trying to accomplish
• Email campaign feature is barely functional and only allows you to have 10 campaigns, even with the most expensive plan
• Lead and contact records have gone missing and FreshSales is unable to recover data

I would give Freshworks CRM's overall usability a 7 out of 10. Although the software has improved since we first obtained it, it still could use improvements to make functionality more intuitive and easier for the average user. It is not that challenging but there is definitely a learning curve

Incentivized

The ONLY issue that I have is there is ZERO phone customer service or training. Everything is done online or via email, which sucks in my opinion, but they always do get back to you.

Incentivized

When you initially log in to Freshworks, you get snippets to guide you on how to set up. You have a chat option on every page so you can reach out to the support agent and get your issues resolved in real time. The agents are fast, responsive, and experienced in handling even a person who introduced CRM to the world...

Takes the functionality much further

Incentivized

Close.io has less features, costs more, and equally has an inside sales team focus, rather than being just as suitable for both inside and outside sales. Having said this, Close.io has important features and smart automations, a cleaner interface (easier for non-techs to use), and has very strong integrations using Zapier, plus SMS-based support. Where Freshsales won for us is that it ended up being nearly half the cost of Close.io, as well as included telephony support for our local country (Australia), whereas Close.io comes with USA/Canada numbers and requires the top pricing tier to include calls to other countries. We needed a telephony system that worked well for making and receiving from Australia. Freshsales won for us because their pricing is at a good point, had the telephony requirements we needed, and all the features that we required were good enough, or we found a workaround.

Incentivized

• Negative - We have a contact database of 100000 contacts that we have to go in and rebuild on our new TMS system because, in our experience, Cloze destroyed 5 years worth of data with their smart features and AI.

• It is too soon to make a determination on ROI, but I do think it will help me be more efficient.
• The reporting functions help me stay on track of sales opportunities.
• The task reminders help me accelerate how quickly deals come together.