CRM Assistant for Gmail™ vs. Freshsales

Since this is a simple add-on, and we don't work at home, its mobility is very useful for employees like us who need to travel for work. We can check on our phones or tables if there's an important update. It works well with GMail mobile app and easily accessible anytime, anywhere.

Incentivized

Generally speaking for small to mid sized team I really cannot recommend it enough. It has an excellent feature set, good amount of integrations, fairly customisable and backed by solid support. And the pricing is very competitive too. I feel like if your team is larger than that, you might want to look at other alternatives but for teams that size, its really perfect.

Incentivized

• Email Archiving with Attachments
• Attachment Management
• Mobile Compatibility
• Notes and Record Association

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

• It's dependency on other apps
• This could have been a multiple in one if they just integrated everything else in CRM Assistant for Gmail™
• Recently Opened Records could have been placed in a different tab for its own, instead of the home page

Incentivized

• Leads and Contacts do not seem to be adequately defined.
• Reporting is not as robust as we would like it to be
• Integration with FreshDesk is one way - we can see information from FreshDesk to FreshSales but not vice versa

Incentivized

The work it does is exactly what we needed for the kind of business we're running. We're handling hotel blocks and commissionable sales, and it helps us remain organized with our records and recent activities. It also helps us keep track of our productivity everyday and keeps important files safe without the risk of being leaked.

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...

We selected FreshSales because we needed something cheaper and more user-friendly than Salesforce, but we're now in the process of switching to HubSpot because it gives you the best of both worlds - ease of use + scale and reliability

• We started from GMV of 200k to 1M from January to April.
• From 1M GMV in April, to consistently achieving 2M and up in October.
• Other apps would be to pricey. I'd say it's worth the value for the work it does for our numbers!

Incentivized

• Increased visibility of open deals, as well as encouraging 'clean' data
• Faster data updating (if Freshsales is used as our sole source of data)
• Some follow-ups are missed, as sales staff forget to create new tasks after each follow up, depending on if the call was answered or not (for example)

Incentivized