Freshsales vs. Really Simple Systems

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.

Incentivized

If you have a customer/job where there are steps to be followed such as quotes, follow up, purchase orders received, etc. You can set reminders for a member of the team with their next step and they will be sent reminders. Works well as long as it is kept updated.

Incentivized

• 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.

Incentivized

• Can send out marketing emailers within 5 minutes of an industry-specific update from any device
• Sales dashboard [can be] built how I want it using the Really Simple Systems widgets
• Activity integration from email accounts included
• Manage my sales pipeline opportunities effectively

• 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

• Resends - I would like a simple [one-click] function to resend email campaigns to [non-openers.]
• [Emails] that have been created but not sent or attached to a campaign I would like to see a place that they could be in [the] draft so I can come back to them at a later date without them appearing on the email list[.]

Incentivized

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

Incentivized

Simple systems is great for smaller sales and marketing teams to log their territories and report on progress on their opportunities. There are many useful features such as tasks and reporting to show to management how opportunities are progressing and when the estimated close date would occur. The two main issues are scalability within larger [organizations] and the ease to duplicate contacts.

Incentivized

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...

Whenever I have had any issues, which is probably only 3 times in 10 years, the back office support has been fantastic and got me up and running again in a very short time. Cannot fault them at all. But as I stated, problems have been very few and far between.

Incentivized

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.

Incentivized

We choose RSS due to cost. We are a startup and needed a great solution that did not cost [a lot]. RSS [fits] all our needs at the perfect price. We could not be more thrilled with our choice and it has simplified our client interaction[.]

Incentivized

• 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.

• A very positive effect on our understanding of our customers and what kind of events are working well at the venue and which aren't. This will allow us to work more smartly when responsive to enquiries, improving our overall productivity.
• Very positive impact on our current review of marketing and sales strategy.

Incentivized