Fin vs. Followup CRM vs. Freshdesk

I can't think of anything off the top of my head regarding less appropriate. However, this product is very customizable. I think with some improvement in reporting it could be better, however, I would recommend due to these types of things. I love the knowledge base and creating those help centers. I would say that it is fairly easy to set up, but once you set it up, not really knowing all the things, it's hard to go back and change, so it would be nice to have an overall idea of guidance prior to the original setup that can just be improved over time.

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One of the best things about FollowUp Power is that we can mark things for follow-up several months down the line, which we frequently have a need for since many of our clients are seasonal. For example, we'll get started working with them while they're here in Florida for the winter, then they'll head back north in the spring and not want to hear from us again until they return in the fall. With FollowUp Power, we can then mark them for follow up in the future rather than to have to somehow remember to contact them in the future.

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I believe Freshdesk is well-suited for companies that manage multiple accounts, such as those in the Business Process Outsourcing industry. It has all the necessary capabilities, such as ticket management that uses omnichannel to receive ticket requests from service requests (managed internally) in the system, emails, etc. There are also several workflow automations that can be built within the platform/system. What is lacking is the API documentation, which limits the possibilities for further automations. Overall, it is a highly recommended tool for managing employee productivity and timeliness.

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• The AI agent can answer our users' questions accurately based on the information available in our Help Center.
• Ability to set up workflows and procedures helps our team automate repetitive tasks.
• The inbox layout is clean and easy to navigate, and we can set views to suit our preferences.

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• We love the dashboard feature. This is where we spend the majority of our time. The dashboard helps us avoid missing bid dates and deadlines.
• The system is very intuitive and a new user will be up to speed within one hour after they start using the system. There is only one place to enter all data. This allows for ease of use and minimizes data entry mistakes.
• Every task is date stamped to insure proper work flow and holds the team accountable to each other.

• No prior experience with similar platforms is required to use Freshdesk. I found its interface to be quite intuitive, at least for the end user.
• It's easy to connect with other platforms, so you can sync and manage data from other platforms because the integrations work correctly.
• Freshdesk's technical support is quite responsive, with short and effective response times. They have easily handled my questions and issues.
• It has tools for customizing automated chats, answering frequently asked questions before transferring to an agent. Its configuration is extensive and highly customizable.

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• I wish I could pull reports on the conversations that have been closed.
• I wish I could tag fin categories in addition to our live help desk conversations so I can get a good read on the types of questions users are asking.

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• It really needs to have the capability of listing numerous phone #s with a note beside each one ("his cell#", "her work#", "do not call before 9a.m.", etc.).
• It really needs to have the capability of listing numerous e-mail addresses ("hers", "his", "her email address at work", etc.).
• It would be nice to have a separate general information box where we could put comments in that would show every time we bring up the account (such as "her nickname is Bobbi", "their dogs name is Fido, "their son is currently stationed in France", "husband is going through chemotherapy", etc.), which would help us to remember personal details that are important to our clients.

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• Freshdesk is buggy, full stop. I don't know how many support tickets I submitted related to user login.
• There can be a language barrier with support and sales.
• There were a couple of hours-long outages that significantly impacted my company's customer experience.

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We have been and will be continuing our journey with Intercom and nothing too concerning has happened that I have experienced or heard of that has us on the edge yet. If it ever happens it will be something along the lines of "Outgrowing" the use of need of the platform.

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New support agents can learn the system quickly, minimizing training time and maximizing productivity from day one. Agents are more willing to use a system that is simple, reducing resistance to change and ensuring all interactions are logged (a common problem with complex systems). The platform is known for being easy to set up and customize, allowing teams (especially smaller ones) to get started with minimal technical expertise.The platform makes it easy to set and monitor Service Level Agreements (SLAs), ensuring customers get timely responses and helping managers enforce performance standards.

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Intuitive is a very accurate descriptor. Features do not seem to be hidden by poor UI. Things are usually where you would expect them to be, and the UI has been designed to make it pleasant to work within the platform. The platform also scales really well. Both small and large organizations can achieve a great return on investment by using it.

Freshdesk is extremely easy to use as implemented it on our own with average technical skills. A lot of the options are straightforward and Freshdesk provides easy-to-understand explanations for some of the more complex-sounding ones. We recently onboarded new specialists and they were able to learn Freshdesk with minimal training.

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always there

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I have encountered a lot of errors in the Freshdesk, however, they tend to resolve it on priority or at least they will share the timeline by when this can be resolved. Most of the time the issue has been from the other partner's end. They take time to resolve their vendor issues and they don't have any timelines in case of developed app errors.

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Fin is super quick and top notch.

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The reports take a lot of time to download if the time period is large. Also, the tickets take their sweet time to open and load. It is not fast as Zendesk. Only 30 tickets are visible in a single go and there isn't any option to select all. If we need to change the pages and dashboards it takes a lot of time to open.

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I can get help by asking Fin questions about itself. It answers accurately, citing its own Help Center resources with visuals. It can reason and dialogue well. But when it comes to getting human support for Fin, it is not as quick. It can sometimes take a few days. They are polite and well-meaning. Some things aren't their fault (product limitations), but there was one occasion where something took a long time to resolve with lots of back and forth but it was I who found out the error in the end that they missed, so they didn't really help resolve it.

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Because I never worked with a company that responds so quickly to their customer! They are always fast at responding and very open to new ideas and quickly turning them around to include them in future releases. They walk us through when we need assistance and are very good at communicating. Overall top notch support

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In-person training is provided to all the agents and it is very easy to learn the basics of the Freshdesk interface. Solving tickets via dashboards, replying to the guest queries in bulk via Freshdesk. The training which is a bit hard is creating the logic according to the ticket flow and intergeration.

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It was great. We were able to walk through step by step and get our questions answered along the way.

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This tool is no doubt easy to learn but in-person training is a lot better than online training. It takes time to grasp things in the online training, however, in pandemic we have done all the training online. Apart from a bit more time we haven't faced any issues with online training.

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The implementation was surprisingly easy but we are having to adapt from our old process to work well with Intercom.

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Was a fairly quick implementation for us. However, we are only doing email integration and not some of the more complex integrations that are possible. One clarification on an earlier question. I selected that Freshdesk doesn't have a given feature, but this is not true. I selected this because there wasn't a selection for I don't use the feature. This is a weakness in the survey.

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Fin far surpasses these other options in platform features and capabilities. Fin allows for side-by-side use by both the Marketing and Support teams, while none of the other similar products did that well. Most platforms are designed for one or the other, not both.

My company had already implemented FollowUp Power CRM for Construction before I arrived. I have used other CRM programs in the past, and FollowUp Power is much more user friendly, and I have already seen a direct increase in my lead to customer conversion ratio as well as increased sales

Compared to Crisp, Freshdesk offers much more organization and is just much more helpful when it comes to having more than one region/team. Not that Crisp is bad, but with Freshdesk, internal communication and collaboration are much easier, which was quite important for our team to grow.

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I was not very involved with the purchase/contract (my company purchased Fresjdesk before I was brought on), but I will say that pricing per agent made it difficult to grow our support team. Additionally, we were kind of disappointed after our upgrade because it didn't solve our pain points as much as we expected.

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The product is very scalable and has helped us scale our user base and onboard 10x the users in just one month. We couldn't have done it without Fin

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My company had Freshdesk agents from support and success. It's generally difficult to customize permissions for different agent "roles." We were a fully distributed company, so "multiple sites" doesn't apply to us. We found Freshdesk features lacking as we grew our customer base, and adding agents wasn't easy because price steeply increases with number of agents.

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- good customer support

- personal contact

- usage limited to basic product features, individually designed solutions seem unlikely

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• New role opportunities — Using the “Fin-first” approach has reduced the workload for our Tier 1 team, giving them more time to focus on their own career growth. It’s also opened the door to a dedicated, AI-focused role, where a team member regularly reviews Fin’s answers and makes updates to help it perform even better.
• Enabling Fin has also reduced our response time and allowed us to meet SLA's.

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• I have seen a lot better tracking on my jobs when it comes to scheduling and staying on top of my jobs.
• The dashboard is part of my daily routine it tells me exactly what I need to follow up on weather it is calling the customer or checking on the customer.
• Payments or what the current status of the job is.

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• Increased response times - Client Success maintains at 98% SLA for resolution
• Categorization of feedback and issues - custom ticket fields make it easier for us to review why clients contact us on a high level
• Standardization of internal procedures via templates, canned responses and automations

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