Freshsales vs. Koncert

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

This is a great tool for heavy outbound teams, call centers, and others who need a greater reach. With integration into the right sales enablement platforms, it's a great tool in reaching the target market. It makes life so much more efficient for reps, who can do in 1 hour what might otherwise take them a week of dialing 10 or 11 digits every time

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

• Click Dialer allows us to call a customer or prospect directly from our CRM without needing to type in a phone number or copy & paste
• Click Dialer allows us to use local presence dialing
• Click Dialer allows us to record our own calls for coaching and Quality Control purposes

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

• UX - The interface is easy to understand, but not the most visually appealing.

Incentivized

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

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...

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

We came from using connect and sell after around 1.5 years. It basically came down to customer service. Their dialing capabilities and custom settings are very similar, both integrate very well with Salesforce and allow us to reach out to prospects, but ConnectLeader's customer support is amazing. If an issue occurs, we can easily submit a ticket and they will get back to us within minutes with a solution or acknowledgement that they're working to get the issue resolved.

Incentivized

• 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.

• We've been able to multiply our outbound conversations and appointments significantly with this tool. We saw pipeline begin to grow meaningfully.

Incentivized