Freshsales vs. OmniFocus

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.

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1) Great for managing your work and personal activities. 2) One of the best implementations of the Getting Things Done method. 3) Not really suited for collaborative work management; OmniFocus is managed on a per-user basis so you can't share/assign tasks.

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• 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.

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• Ease of viewing your projects at a high-level.
• Ease of viewing what tasks need to be done at the present moment and the sorting of those tasks by availability, due date, start date, needed resources, and project.
• The visual interface is really nice to work with, the UX/UI is intelligent and intuitive.
• It's the most extensible software I've used. There is a community of people that publish compatible scripts for Omnifocus at no charge.
• The code is robust and I've almost never had a bug or a glitch that resulted in issues.
• The software syncs in the cloud between MacOS and iOS seamlessly and faster than other To-Do software. The sync aspect is available free of charge.
• The development team at Omnifocus is on top of bugs and they have been adding releases regularly to increase functionality and performance.
• While OmniFocus adheres to the GTD (Getting things done) principles, it can be used in almost any manner and you aren't stuck with just that methodology.

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• 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

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• I would really like to see graphic presentations of how I allocate my time, what categories of tasks don't get accomplished, etc.
• I would like to see OmniFocus include Gantt chart functionality, such as allowing me to see how long it took me to accomplish a task from start to finish. Allowing me to actually input time spent, and seeing it on a Gantt chart, would be icing on the cake.

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Over the past 4 years of use I still haven't found any product that comes close in terms of capability

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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

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This is a super usable tool to use. I really like the front-end user experiences, which makes using it really clear

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...

OmniFocus has excellent user forums. They're active as well as mature, since the product has been around for years. I've never needed to actually contact customer support because OmniFocus is popular enough that I've always been able to find an answer in the forums, or in an article, or in a YouTube video.

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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

OmniFocus is built for the user with a lot going on - consequently, it does a great job at organizing lots of things in a manageable workload. It's perfect for taking a project and breaking it down into small tasks for yourself or teams. Once you get past the learning curve, it's quick at adding new tasks. Overall, it's an excellent product.

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• 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)

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• OmniFocus keeps our tasks moving forward. Using a free script you can search all your current projects for projects that have no next step assigned to it to ensure nothing falls through the cracks.
• When we serve our clients, the attention to detail we are able to give them comes from accurate tracking of what we need to deliver.
• We complete projects 25% faster than before and we can see where the bottlenecks are immediate. We have also been forced to document tasks in a more concrete manner which allows for better execution.

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