Likelihood to Recommend 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.
Read full review The way Community Tax uses Sugar from a users point of view is, it can house a lot of information for either a company or individual with the option of adding additional sub cases . The down side is there are licenses issued per user and 1 per user is not enough because most of the time we are multitasking. Therefore a program/software would be more suitable instead of using a URL.
Read full review Pros 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. Read full review Great way to keep myself organized. I do not miss appointments with clients since within the system I can input my appointment time and also send out a reminder to my clients. It has a nice layout [that] does not seem to be cluttered. I find it to be very user friendly. It has customizable dashboards which I find beneficial Read full review Cons 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 Read full review The back-end programming (logical hooks) for advanced customizations could benefit from a more user-friendly interface General layout could be improved by the addition of modern templates to customize the standard look and feel Support communities could be further improved with the addition of videos on how to do specific configuration, modules. Read full review Likelihood to Renew Our organization will continue to use Sugar as long as it remains cost effective and it addresses the majority of our needs. I will, however, recommend looking into other options once our needs increase and there is additional budget for some bigger named and more robust platform options. I feel if the application was friendlier to end users we would get better productivity as well.
Read full review Usability 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
Read full review There's a learning curve associated with Sugar. Right away, it's not as easy as an out-of-the-box CRM. Once you learn how to use Sugar, the system fits what your needs are. With any other CRM, you'd be trying to figure out how your company can best fit the CRM. You don't want to change your business cycle for your CRM, the CRM should fit your business cycle.
Read full review Reliability and Availability SugarCRM has never been down for us.
Read full review Performance No response time issues ever. Very productive due to its ease of use.
Read full review Support Rating 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...
Read full review The support overall at least for us has been phenomenal. Anytime that the system has any Issues at all IT gets in contact from someone from support to get the system back up and running. Have never gone more than 30 minutes with the system not working. So overall I will be definetely recommending this system in any other company that I may work for in the future.
Read full review In-Person Training We feel clasroom training is essential to ensure user adoption and buy-in. Video and on-line training courses gave their place but being in a classroom setting enables the Team to make any potential CRM issues visble right up front.
Read full review Online Training Only part of an implemementation as noted previously.
Read full review Implementation Rating Study, study, and study. Be prepared to train everyday until all processes are flowing nicely. The CRM is the elephant and figuring out where to take the first bite can be a challenge. But there is only one way to eat this elephant, one bite at a time. Systematic planning is very important.
Read full review Alternatives Considered 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.
Read full review Sugar Sell is the only product we found that met the needs of everyone involved in the evaluation process. It can be customized to accomplish just about anything you need, and trust me....we pushed the limits on that. It is a product that our users actually enjoy using which in itself contributes to productivity. We used other CRM tools in the past, and the discontent from our users resulted in consistently declining use and ultimately dropping those products.
Read full review Scalability Works from 2-300 Users in our experience.
Read full review Return on Investment 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. Read full review Overall seems to be more expensive than other subscription based CRMs. Has positively impact our sales team to make more efficient and accountability among sales teams. Also allows for high level aggregated reporting Has been impactful for all teams, not only sales to track individual activity on a daily, weekly, monthly and quarterly basis Read full review ScreenShots