Freshsales vs. YouCanBookMe

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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Youcanbook.me is great for small businesses or for self-employed professionals who need an easy-to-use and cost-effective solution for handling large numbers of clients. It's great for eliminating inconvenient miscommunication and tedious back-to-back emails in order to set a proper date and/or meeting details. However, if you need a more sophisticated system that fits into your company's IT procedures and carries sensitive data, an in house solution would fit best.

• 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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• One really helpful feature of YouCanBook.Me for our organization is that everyone can see appointment times in their own time zone. We frequently schedule interviews with applicants nationwide, as well as communicating with team members located in 32 different countries, so this has really simplified scheduling.
• We rely heavily on Google Calendar for staff scheduling, so it is great that YouCanBook.Me can sync your availability straight from your calendar as well as automatically adding meetings to your calendar when they are booked.
• We use YouCanBook.Me to schedule follow-up calls with people we meet at conferences and other recruiting events. It's really simple to have someone sign up for a call, and this has been a really effective tool for us to stay in communication with prospects.

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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 don't like the generic email invite to a Zoom meeting it sends out. Once I get the date sent to me in my email, I have to cancel the meeting and re-set the meeting with my own personalized Zoom Invite. Sometimes that is confusing for the prospect. However, now that I write this...I see an article on the web site about creating a unique Zoom meeting invite. I will have to check that out.
• I set my work days as 9:30 a.m.-5:30 p.m. but on the calendar it shows a time available at 6 p.m. My last appointment should be listed as 5 p.m., as my appointments are in 30-minute increments and I leave at 5:30 p.m. So that is confusing and resulted in a few appointments booked when I am not actually working.
• I book demos for a coworker, and if he is busy in another meeting, I have to block it off in my calendar as "Jack is Busy" so that prospects won't pick a time that is not available for Jack. I wish there was a way I could link his Outlook calendar to my YouCanBook.Me. Perhaps there is, but I am unaware of it.

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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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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

YouCanBook.Me allows fuller messaging in addition to appointments. Calendly is more minimalist than YouCanBook.Me. I prefer having more control over the look and feel, and functionality than it offers.

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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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• It's helped our Professional Services Team immensely. Although we don't have numbers as far as an ROI, we use it daily across our whole team of 8 project managers.
• We also use youcanbook.me to schedule in interviews with our 20+ researchers who are moderating sessions. Our admin team also uses youcanbook.me to allow our employees to schedule our weekly massages.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info