What users are saying about
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Top Rated
59 Ratings
21 Ratings

Freshworks CRM (formerly Freshsales)

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Top Rated
59 Ratings
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Score 8.3 out of 100
21 Ratings
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Score 8.5 out of 100

Likelihood to Recommend

Freshworks CRM (formerly Freshsales)

If you're looking for an extremely cheap, bare-bones CRM that will house a few hundred contacts that you manually enter, FreshSales is probably a fine solution for you. If you're running a sales or customer success team with any sort of scale or sophistication, this system will be unable to support your needs. I used to be an advocate of FreshSales as a good starter CRM, but due to all of their issues with downtime and bugs - and the fact that they deleted over half of our user data (20,000+ records) - I would strongly recommend that you avoid this company and spend a little extra to get something reliable.
Anonymous | TrustRadius Reviewer

Nutshell

This can be used for different industries, healthcare, IT, retail or any company with a customer service line, big or small. if i had to ask, i would say "Do you have any type of filing system that you use?" "anything where you are keeping track of personal/ business information." Do you need access to information on a day to day basis?If they do , then this can be used , especially if you need to keep track of the numbers; we like how we can see if are things going up or down.
Catherine Corass | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Freshworks CRM (formerly Freshsales)
8.3
Nutshell
7.3
Customer data management / contact management
Freshworks CRM (formerly Freshsales)
8.6
Nutshell
9.0
Workflow management
Freshworks CRM (formerly Freshsales)
8.3
Nutshell
8.1
Territory management
Freshworks CRM (formerly Freshsales)
8.5
Nutshell
6.0
Opportunity management
Freshworks CRM (formerly Freshsales)
8.7
Nutshell
8.8
Integration with email client (e.g., Outlook or Gmail)
Freshworks CRM (formerly Freshsales)
8.1
Nutshell
7.5
Interaction tracking
Freshworks CRM (formerly Freshsales)
8.3
Nutshell
9.3
Channel / partner relationship management
Freshworks CRM (formerly Freshsales)
8.0
Nutshell
3.0
Quote & order management
Freshworks CRM (formerly Freshsales)
Nutshell
6.7

Marketing Automation

Freshworks CRM (formerly Freshsales)
8.3
Nutshell
8.1
Lead management
Freshworks CRM (formerly Freshsales)
8.7
Nutshell
8.4
Email marketing
Freshworks CRM (formerly Freshsales)
8.0
Nutshell
7.8

CRM Project Management

Freshworks CRM (formerly Freshsales)
8.3
Nutshell
8.9
Task management
Freshworks CRM (formerly Freshsales)
8.2
Nutshell
9.1
Reporting
Freshworks CRM (formerly Freshsales)
8.3
Nutshell
8.8

CRM Reporting & Analytics

Freshworks CRM (formerly Freshsales)
8.5
Nutshell
8.2
Forecasting
Freshworks CRM (formerly Freshsales)
8.0
Nutshell
8.0
Pipeline visualization
Freshworks CRM (formerly Freshsales)
8.8
Nutshell
7.9
Customizable reports
Freshworks CRM (formerly Freshsales)
8.7
Nutshell
8.7

Customization

Freshworks CRM (formerly Freshsales)
8.3
Nutshell
8.2
Custom fields
Freshworks CRM (formerly Freshsales)
8.5
Nutshell
7.9
Custom objects
Freshworks CRM (formerly Freshsales)
8.6
Nutshell
9.0
API for custom integration
Freshworks CRM (formerly Freshsales)
7.8
Nutshell
7.0
Scripting environment
Freshworks CRM (formerly Freshsales)
Nutshell
9.0

Security

Freshworks CRM (formerly Freshsales)
8.4
Nutshell
7.5
Single sign-on capability
Freshworks CRM (formerly Freshsales)
8.4
Nutshell
9.0
Role-based user permissions
Freshworks CRM (formerly Freshsales)
8.4
Nutshell
6.0

Platform

Freshworks CRM (formerly Freshsales)
7.7
Nutshell
7.6
Mobile access
Freshworks CRM (formerly Freshsales)
7.7
Nutshell
7.6

Customer Service & Support

Freshworks CRM (formerly Freshsales)
Nutshell
8.8
Case management
Freshworks CRM (formerly Freshsales)
Nutshell
9.7
Call center management
Freshworks CRM (formerly Freshsales)
Nutshell
8.0

Social CRM

Freshworks CRM (formerly Freshsales)
Nutshell
7.8
Social data
Freshworks CRM (formerly Freshsales)
Nutshell
7.5
Social engagement
Freshworks CRM (formerly Freshsales)
Nutshell
8.0

Integrations with 3rd-party Software

Freshworks CRM (formerly Freshsales)
Nutshell
8.0
Marketing automation
Freshworks CRM (formerly Freshsales)
Nutshell
8.0
Compensation management
Freshworks CRM (formerly Freshsales)
Nutshell
8.0

Pros

Freshworks CRM (formerly Freshsales)

  • 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.
Brandon Howard | TrustRadius Reviewer

Nutshell

  • Customization - we are able to make Nutshell make the most sense for our company and processes
  • Scheduling - the ability to set tasks allows us to never forget a follow-up call or email
  • Tags - allow us to prioritize leads and segment our customers and potential customers
  • Communication - the ability to tag colleagues in notes for callbacks or updates to accounts is very helpful to keep everyone on the same page
  • Email History - being able to blind copy all our email communication to Nutshell, allows us to have email threads and notes all in one place
Jennifer Callaghan | TrustRadius Reviewer

Cons

Freshworks CRM (formerly Freshsales)

  • Automation ('workflows') need a bit of work. In comparison to other sales CRMs that automatically 'nudge' sales staff when a phone call or email hasn't been returned (for example), these nudges can be created as 'tasks' in Freshsales, but only by someone who knows what they're doing, setting explicit trigger and action rules that don't always cover all scenarios.
  • Event tracking with Segment (or just with their JS library) is a little bit haphazard. I'm sure it works well for in-app actions, but if a user visits your website and interacts with you and you aren't using the Freshsales forms on your website, it can be hard to identify users and track website visits and actions etc.
  • Learning curve– seems to be aimed at users with a bit more technical know-how; so might work well for SaaS sales teams or sales engineers, but not so much for users in other industries. Our non-technical staff have found it to be confusing.
  • Mobile Application– works very well as a contact directory, retrieving a quick overview of interactions, and now you can place voice notes that sync with the web app; these features aren't necessarily critical to our field salespeople. A user will still need to 'come back to the office' to retrieve missed voicemails, update deals notes, as well as place calls from their VoIP number. Freshsales will forward calls to a mobile, but won't allow the sales staff to place calls from their mobile device using their VoIP numbers (or receive calls from these lines).
Anonymous | TrustRadius Reviewer

Nutshell

  • SWOT analysis --- currently we put this in as custom fields but they don't link up at all and are hard to read/navigate. We also use the custom fields for other information we want to capture. It would be nice to build those in so they can show the info as bullet points or something --- currently paragraph form and hard to find things at a glance.
  • Funnel could use some work. Only shows how many leads are currently in that part of the pipeline which doesn't give us a good historical comparison.
Laci Fitch | TrustRadius Reviewer

Likelihood to Renew

Freshworks CRM (formerly Freshsales)

No score
No answers yet
No answers on this topic

Nutshell

Nutshell 10.0
Based on 1 answer
This is perfect for a small business / Home based business with SaaS. Nutshell constantly adds new features and the price is much better than more robust software like Salesforce.
Dan Aylward | TrustRadius Reviewer

Usability

Freshworks CRM (formerly Freshsales)

Freshworks CRM (formerly Freshsales) 8.2
Based on 1 answer
I'm only trained in one portion of it, and I find that easy enough to maneuver. It's not an everyday must use product for me, so the fact that I can come back after days off and still find my way very easily speaks to the UI of the product
Anonymous | TrustRadius Reviewer

Nutshell

Nutshell 9.0
Based on 1 answer
Very easy to use, great for small office
Dan Aylward | TrustRadius Reviewer

Support Rating

Freshworks CRM (formerly Freshsales)

No score
No answers yet
No answers on this topic

Nutshell

Nutshell 9.5
Based on 2 answers
Nutshell's support team has always been great and they tend to go above and beyond. They are polite, friendly, personable and great listeners. They are also great about sending follow up emails too.
Jennifer Callaghan | TrustRadius Reviewer

Implementation Rating

Freshworks CRM (formerly Freshsales)

No score
No answers yet
No answers on this topic

Nutshell

Nutshell 8.0
Based on 1 answer
Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
Dan Aylward | TrustRadius Reviewer

Alternatives Considered

Freshworks CRM (formerly Freshsales)

Price, special offersSupport in our local place via partnersSimplicity of useFlexible API and already done integrations with G Suite and Office 365Between the users, they have chosen Freshsales as more easy to use.
Renan Otero | TrustRadius Reviewer

Nutshell

Well, my team had trials for these others and they all prefer Nutshell for different reasons. I prefer it as I need a user-friendly software to help me out as I am not a big tech guy. I have heard others in the office say things like they like the way activities are scheduled better, or the way nothing ever gets accidentally erased if they hard crash or power goes out.
Gregory Palenschat | TrustRadius Reviewer

Return on Investment

Freshworks CRM (formerly Freshsales)

  • 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.
Dan Styklunas | TrustRadius Reviewer

Nutshell

  • Nutshell's mobility has provided significant ROI for me since we've started using the CRM. I've been able to provide immediate feedback to clients, schedule meetings from the field with confidence, and much more.
  • Nutshell's tagging features have helped us craft custom mailing/email lists. We struggled to do this in the past.
Phil Curtolo | TrustRadius Reviewer

Screenshots

Pricing Details

Freshworks CRM (formerly Freshsales)

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Freshworks CRM (formerly Freshsales) Editions & Modules

Edition
SPROUT$01
BLOSSOM$121
GARDEN$251
ESTATE$491
Forest$791
  1. /user/month
Additional Pricing Details
21-day FREE trial. No credit card required. Free to get started, affordable as you grow

Nutshell

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Nutshell Editions & Modules

Edition
Starter$201
Pro$351
Pro+$701
  1. per user, per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Freshworks CRM (formerly Freshsales)
8.5
Nutshell
8.6

Likelihood to Renew

Freshworks CRM (formerly Freshsales)
Nutshell
10.0

Usability

Freshworks CRM (formerly Freshsales)
8.2
Nutshell
9.0

Support Rating

Freshworks CRM (formerly Freshsales)
Nutshell
9.5

Implementation Rating

Freshworks CRM (formerly Freshsales)
Nutshell
8.0

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