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https://media.trustradius.com/product-logos/1C/He/J3GCV0ABKMOZ.PNGFreshsales is A Phenomenal Choice For Lead And Prospect Database ManagementFreshsales is being used by my company as a single point of contact for all of our lead and prospect database. We use it to warehouse all of our client and account information and is the tool that we use for all of our calling out for lead and prospect generation. I am able to follow the lead from the initial point of contact through out the entire lead and sales cycle and then once they are a client I can use Freshsales to do all reordering and account management. Along with the mobile application on my mobile devices Freshsales has to be one of the most extensible and robust sales tools that I have used since Salesforce!,Freshsales does predictive strength of a lead thing very well. By assigning each lead a score to how many times and in what ways they have been contacted I am able to see at one glance how hot or cold a lead is and where they are at in their buying process Fresh sales offers an on board dialer that is an effective tool to be able to do out bound dialing and to use as a way for your clients to get a hold of you! I really like how Freshsales comes at database management and how relational every aspect of the overall database it is.,I think if the outbound phone tool was a true predictive dialer and allowed me to load a list of numbers and just tell it to go by hitting a button that would make my job easier. I wish that Freshsales was a little bit more intuitive with some aspects of their GUI. I think that Freshsales could use a lesson from the likes of Five9 or Call Fire when it comes to the types of reporting that it can execute.,10,The ROI has been worth it. The ease of use and overall functionality has been worth it. The purchase of FS is definitely worth it.,salesforce,DPS Outlook Office, Microsoft Office 365,Yes,Price Product Features Product Usability Product Reputation Prior Experience with the Product Vendor Reputation Existing Relationship with the Vendor Positive Sales Experience with the Vendor,We would have tried a few more productsA great choice for small and growing businesses.I am using Freshsales as my CRM for my marketing agency. It is where I store all of my leads, contacts, and account data, progress on deals, and email communications. It keeps me organized and centralizes my sales data.,It has a comprehensive set of tools and gives me options for how I interact with prospects and clients. It syncs both ways with email, which is a big timesaver. It is easy to set up, and support has been very helpful.,If anything, there may be too many options. I love the features but sometimes it can be a challenge to work quickly. I would like to see more flexibility in what fields I choose to use at the contact and lead level. I would like to see more room to add research and notes on accounts. But it works well in the current version.,9,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.,Zendesk and Pipedrive,Google Analytics, Agency Analytics, BrightLocal, Google DriveFreshsales ReviewFreshsales is been used for monitoring the sales and followup activities in our organization. The main department that uses fresh sales is our sales team and marketing team. Freashsales has helped us to automate a lot of processes like lead distribution, auto task creation followup and backup. It has a very userfriendly design and has a great Customer Support Team.,It's very easy to use. Very adaptable to our costume needs. Great Customer Support.,Hyper linking in notes is not available. Basic template in sale marketing should be available. Lead Score Customization should be available fully from garden plan.,9,ROI has increased after introducing Freshsales in the way we interact with the clients.,LeadSquared, Zoho CRM and Ameyo,Zapier, Twilio SMS, FreshchatFreshsales makes it easy to manage our business!We use this in integration with our Freshdesk implementation. All of our tickets for our clients show up in their account which is very helpful to us when salespeople are looking at what is happening in their client's organization.,It's easy to use and all of the information is in one place. We can customize the look of the different parts of the screen easily. The reports are excellent.,The related context is not particularly useful.,10,We currently have a pipeline which should enable us to meet our goals. The sales campaign alone has resulted in many more demos at this time of year than we would normally have. We feel that moving into the seasonal selling cycle we have, there will be several more touches which will have occurred and that will give us a sale edge.,,FreshdeskOrganized and easy to useWe have been using Freshsales along with Freshdesk and across the organization. Freshsales has helped us in keeping our contacts/leads organized and well maintained. The UI is very simple and not complex at all. Checking the lead status, adding tasks for the team are our personal favorites and continues to be!,Intuitive UI. Tasks Lead stages.,Should be able to format notes/add links in Notes. Can have reminders of a task or a particular activity/follow up. Can't really rely to understand if the lead is an actual cold lead through the Lead scores.,9,ROI is evident after introducing Freshdesk & Freshsales in the way we interact with the clients.,Salesforce Lightning Platform and Oracle PeopleSoft HCM,Freshdesk, Ahrefs Site Explorer, ZoomPerfect cloud-based CRM if you're just getting started.We currently use Freshsales to handle our wholesale and resale accounts. It's been a huge upgrade to manage our customer database in a cloud CRM solution and Freshsales has been really simple to learn and implement for our team. It's also helpful to implement FreshCaller which integrates nicely into Freshsales.,It has a really simple UX and UI. It integrates really well with our softphone solution (freshcaller). The process of converting leads into customers has been really important to our database management and growth as a department.,Needs more robust prospecting features via email. The integrations with outside email providers, such as MailChimp, could be a bit more intelligent. I would like to see a cleaner handoff between FreshDesk and Freshsales as far as management of customer data is concerned.,8,It's streamlined our ability to convert leads in to customers. It's been incredibly helpful to set reminders for callbacks and follow-ups. It has been really helpful to utilize the "note" function at the customer level so that you can personalize your interactions if need be.,Freshcaller, Freshdesk and Mailchimp,Mailchimp, Freshcaller, XeroFreshsales is easy to use and has lots of features!Freshsales is used as our sales CRM and also to manage our reader and visitor data across the whole business. We now have a system that pulls together and filters our data as and when we need to.,Ease of use. Email Filtering of our data. Reports,The way you purchase email credits is the only con in my opinion.,10,Freshsales has enabled us to add a whole new revenue stream. It has ensured we are efficient with our leads. It allows us to track our pipeline.,Salesforce.com,Xero, PandaDoc, Adobe Acrobat DCFreshsales is the best CRM out there for SMBsHaving used Freshdesk in my previous organization, I had to try Freshsales while looking for a CRM at my new job. And in just 2 days I had made a soft decision to go with it. I tried Copper and AgileCRM as well but Freshsales beats them hands down both in terms of features and pricing. Currently, I have been using it for 3 months and it totally fits the bill. What I really like about Freshsales is the integration with the Google suite of products. It feels like an extension of our Gmail. There are certain features that are not up to the mark, but having used 3 products (Freshdesk, FreshSales & FreshMarketer) from the Freshworks portfolio, I am confident they will fix them in the coming months.,Easy To Use - Very intuitive and modern UI. Great Customer Support - Every page on the CRM has support articles that are recommended via their chat widget which are immensely helpful. If the articles do not cut it, then the customer support agent is available in 5 to 10 mins via chat. Other channels like email and call are always there but never reached a stage where I had to email or call them. Chat always did the trick. Comprehensive Feature Set - I am on the Garden plan it does what we need as an SMB and more. Value for Money - The same feature set would be offered at a higher plan by the competitor.,Lead Score Calculation - This is unintuitive right now. This needs to be clarified on how one can reliably set up this metric. Tracking open clicks if there are multiple links in the email body. Currently, it only says the lead clicked on a link. But if you have multiple links then you would want to know which link. This is maybe too much to ask, but the ability to adjust the Row height and column width to see maximum content in one window. Something like a compact view that Gmail offers. Chrome Plugin - We can create a lead but we cannot edit the lead details from the plugin. It would be helpful if we can edit the lead details from the plugin. Tracking is possible only if the email is sent from with the CRM. It should also take place if sent from Gmail inbox.,9,Positive - Great value for the money. Alternatives very way more expensive (at least 40% more expensive). Excel to CRM - Moved all information to our CRM which became a one-stop solution to know anything about any of our clients.,Copper (formerly ProsperWorks), Agile CRM and HubSpotFreshsales is Great!We use it for all CRM work. It keeps our sales process organized, efficient, and moving forward.,User experience. Reporting. Lead organization.,Additional reporting. Dashboard features. More integrations.,10,Easily pays for itself. Sales cycle shortened. Less people needed to accomplish goals.,Pipedrive,Pipedrive, Asana, OutreachFreshsales -- A user-friendly, versatile, and affordable CRM solutionMiaa Guard is a Belgian IT company which develops unique APIs to manage and control access for millions of consumers and professionals out there. We are using the FreshWorks suite, which also includes FreshSales, which is widely being used by most of our employees (sales, marketing, customer service, etc). It helps a lot with streamlining account management and sales activities in our organization.,Flexibility. It offers us an out of the box solution, but we can also customize it the way we find most suitable. User Friendliness. The UI is accessible and easy to assimilate. There are plenty of advanced features available, which makes the platform suitable for both small, medium, and large enterprises. Quick Reports. Good out of the box reports and customizable data queries.,They could work on making integration easier between FreshSales and other FreshWorks products and/or other systems. Allowing the possibility to render customer scores and weights.,10,It is less expensive than mainstream CRM tools out there, while performing equally well on main areas of business interest. It's definitely a good choice financially.,Freshdesk,FreshdeskAble to replace Salesforce for a startup.Freshsales is an excellent customer relations management suite aimed at smaller enterprises that do not need a sophisticated (expensive) CRM system. We had implemented it in the stage when we were too big for no CRM but too early for a big system with the requirements for resources. Freshsales CRM helps to achieve goals without going through the lengthy customization process first. It took less than a week to set everything up, and we were ready to go. The interface is intuitive and lets us organize fairly complex projects with ease. Overall, the experience with FreshSales has been much better than expected.,Freshsales API added into Freshdesk synchronizes the data across the two platforms. The integrations work really well: calendars, contact, and emails in Google and Office 365 are automatically synchronized both ways. Good email templates for easy scheduling of email marketing campaigns. Fair pricing options. Prompt and efficient support team.,The reminders are not detailed enough, for example, it is not possible to set up a notification when the lead has not responded for a set amount of time. The more advances workflows are possible only with the help of third-party tools (Zapier). It takes time to list through several pages of data.,10,Freshsales saved our resources during the early stage of our startup that we were able to use more efficiently on getting new customers. We identified several duplicate processes in our workflow. We also saved costs on managing our remote co-workers by being able to have control over their performance and goals.,Zoho CRM and Salesforce.com,Salesflare, HubSpot CRM, YetiForceCRMExactly what I needed to keep track of leadsI've been using the Freshsales suite for about a year now. What an amazing tool. They've somehow been able to combine everything I need in one place and still make it simple and easy to use. Not only that, the customization! It took me a bit to get it the way I wanted it, but now that it's there it's amazing. Not only can I keep track of all my leads, but I can also see if they visited pages on my site which increases their lead "hotness" so I can reach out to hotter leads. It lets me email leads right from the dashboard as well, and even schedule emails to go out if someone needs a follow up in a specific amount of time which is a lifesaver because I never remember to follow up. The sales engagement is SO helpful. Being able to track whether or not they opened the email and follow up if they haven't (or have) is also great. Support is great, there is always someone there to answer my Qs (and I have a lot of them). And all of their tools work together so I can keep track of emails, chats, etc. Really impressed with this tool.,Suite of tools that work together Customizable Flexible, but not hard to learn,Bit of a learning curve.,9,Able to follow up with leads faster and easier. Investment has paid off in just the deals I've been able to save/follow up with. Able to see trends,Salesflare and HubSpot CRM,CloudApp, Todoist, ZoomSimple and efficient CRMWe use Freshsales CRM to manage leads that come in via telephone, web, and email. Also, we use it to keep track of sales opportunities to existing clients.,Freshsales is great for gathering and organizing detailed information of leads and contacts. The software integrates well with other cloud applications. The software is scalable.,Freshsales could do better if they made the focus more general rather then for software companies. Expand the integrations to other software. Continue to improve reporting.,6,Freshsales is helping us manage our sales process completely. Freshsales is allowing us to standardize our lead qualification process. We still have to explore the rest of the features to see how we can incorporate it better.,Insightly, Capsule CRM and Zoho CRM,Landingi, Hootsuite Pro, Google Ads (formerly AdWords), PieSyncUser-friendlyFreshsales is used to automate the process flow of students coming in the system by either call, chat, email or any other medium like facebook or other social media platforms. It is used across the whole organization. It gives us real-time data which helps us with analytics. It solves all the problem of tracking data.,Data management Monitoring,Time to learn,7,We get positive ROI by analyzing data.,Zapier and Zoho Analytics (formerly Zoho Reports),ZapierFreshsales -- the Best CRM toolWe have been using Freshsales in managing our sales cycle (from generating lead to Closure of a lead). As a sales team, we are using this tool.,It's an organized way of maintaining deals and ease to use. It has good customer relationship management. Creating campaigns and sending bulk emails-- the best part is tracking emails.,Executing campaigns. Showcase the e-mail templates better.,10,It's generated a good Sales pipeline (we're easily managing to maintain a good funnel).,Zoho CRMThe most complete CRMI've been using Freshsales for a year and we use the Freshsales for prospecting, qualifying, e-mail campaigns and organize our leads. For me is one of the most complete CRMs you will find in the market. Is easy to use it and to learn how to use by ourselves.,Prospecting Lead qualifying Mail traking,There is no way to filter leads by country, we can only do by continent.,10,Overall, It's been quite a positive experience. Saves time.,,Freshdesk, Freshchat, FreshserviceFreshsales reviewWe use Freshsales to manage sales leads.,It's easy to use. It has a nice interface. It's 100% cloud-based, and can be accessed anywhere with an internet connection.,It's a little slow sometimes (which could have been due to my internet speed). The customer service reps can be a little difficult to understand.,10,It was definitely worth the money. It's made lead management easy.,Easy to use and effectiveSales CRM was a new thing for us as we were used to traditional book keeping. Freshsales changed the way we managed sales and approached our clients. Now we are more comfortable and confident in predicting sales and setting targets for various campaigns.,Lead scoring. Highlighting rotten deals. Mobile application and notifications. Freshsales integration with FreshCaller and Gmail.,Setting follow up time and date. Reporting could be better. Desktop application would be a huge help.,10,Our online sales grew from $0 to $25k.Fresh with Date Issue and UnreliabilityWe use FreshSales as our CRM for the sales and customer success teams. We've also used it for basic email campaigns (1:many) updates and product marketing.,User friendly interface Flexibility to add new fields to user records Affordable,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,1,Frustrated our entire Growth team Wasted time and money,Salesforce Lightning Platform and HubSpot Sales,Amplitude Analytics, Chartio, AutopilotMy experience with FreshsalesFreshsales is being used for lead management and creating and managing deals apart from other sales activities. It also helps us in running campaigns. It can be used effectively to keep track of open, click and bounce rates which is extremely vital to our next course of action. The ability to set rules to keep the leads engaged by means of the lead score is my personal favorite feature. Scheduling emails by setting rules is simple. In terms of product support, they have been really good as they make sure to send us relevant webinars to help us better after an expert answers our questions.,Monitoring emails. I have a great need to understand the lead activity in order to make the next and most appropriate move. Running automated email campaigns. I can set some rules and Freshsales will send a bulk/targetted communication. This saves me time, effort and more importantly allows me to reach leads at the right time. Managing leads and prioritizing leads. Setting a lead score helps me allot my time more productively.,The mobile app could be better. Very rarely email templates freeze but they do recover quickly.,9,Had a positive impact as we are able to handle higher volumes of accounts more effectively. Team morale has been up as mundane documentation is reduced.,,Slack, TodoistFreshsales - Lifeline of a salespersonBeing a salesperson Freshsales is our lifeline. It helps us keeping track of leads, customers, and deals. We run regular follow up campaigns for customers. Sending emails, keeping track of emails that are read or unread. Calling customers directly from Freshsales and recording the call for future reference.,Lead Management: We have integrated our application with freshsales so that when a customer creates an account in our system it automatically creates a lead in Freshsales. Then we can follow up with the customer, call the customer and the complete customer lifecycle. Functionality to customize and add integrations. Assigning tasks/leads to different salesperson.,Speed - At time it takes time to load. Mobile app needs to be improved, notifications get delayed , its not user friendly unlike web app. If SMS could be sent it would be great.,10,Lead management features have allowed us to manage leads efficiently which earlier was completely messed up. Reports help us to measure performance. We have all emails in one place using gmail integration so its easy to find any past communications.,Pipedrive,Intercom, BasecampFreshsales at a GlanceFreshsales is being used by our Sales Department for managing/reaching out to all our prospects that sign up on our website. It helps streamline the entire process, providing a single platform for lead information, emails, and maintaining activity history.,Good at maintaining a history of all prospect interactions. Good flexibility when it comes to customizing the platform according to our company-specific requirements. Good integration with G-Suite and other similar platforms.,Even though a good platform, the UI seems to be a problem at times. Difficult to understand the different features/stages available. At times we need to follow a complicated process in order to complete simple tasks.,8,Helps automate the process and provides a single platform to manage the sales process. Negative when simple tasks need to be completed following complicated/extra steps.,Zoho CRM and Salesforce.comFreshSales is a superb CRM system. Easy to rollout, easy to use, easy to manage.Freshsales is a superb CRM system that fits our requirements perfectly. Ability to add custom forms, syncing with emails, mobile app, advanced search functions, access to the API if required. It's a simple, straight-forward, but very powerful and essential business tool.,API Mobile app. Google apps sync. Great UX and UI.,Search can be a little slow. Adding new contacts should be easier.,9,Massive ROI for such a low-cost tool.,Salesforce Lightning Platform,HubSpotOne of the best tools to manage leads and track sales.It is being used by the Sales Department and it solves our end to end lead status tracking, sales deals management, and data analytics. It is our CRM tool which helps in improving our marketing strategy as well. Help to manage the team targets, performance and in which areas should we improve.,It helps to nurture the leads and keep a track of each of them. It is all-in-one type of tool for a salesperson comprising all communication methods. Customized email campaigns. In-depth analytics for end-to-end pipeline tracking.,Better chat option. Make it more user friendly. Pricing should be more competitive.,9,It has been all positive impacts. We can keep visualization on our sales.,PipedriveRefreshingly User-FriendlyFreshsales is currently used across the sales, inside sales, and account management teams. The company as a whole uses it to effectively track leads, communication, and deals associated with the leads. We also use it to project the revenue stream expected in a quarter. I use it with the Account Management team to track every account I handle, the upcoming deals associated with those accounts, and to log all communications for transparency.,You can stay on top of every single one of your accounts with quick notes, thoughts and tasks. We're able to update different stages of a deal so that there's transparency within a team. If you're not on hand to provide a timely update, Freshsales is there to fill in the gap! We can track the revenue expected in the coming quarters/years based on deals present and incoming.,There's a lot to do on the product, so if you're not effectively trained in the beginning it can be overwhelming.,9,This question is probably better suited for my team lead to answer.,Salesforce.com,Slack, Google Drive, Dropbox Business,Yes, but I don't use it,9
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Freshsales
44 Ratings
Score 7.4 out of 101
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Freshsales Reviews

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Freshsales
44 Ratings
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Score 7.4 out of 101

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Rudy Veve profile photo
Score 10 out of 10
Vetted Review
Verified User
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Freshsales is being used by my company as a single point of contact for all of our lead and prospect database. We use it to warehouse all of our client and account information and is the tool that we use for all of our calling out for lead and prospect generation. I am able to follow the lead from the initial point of contact through out the entire lead and sales cycle and then once they are a client I can use Freshsales to do all reordering and account management. Along with the mobile application on my mobile devices Freshsales has to be one of the most extensible and robust sales tools that I have used since Salesforce!
  • Freshsales does predictive strength of a lead thing very well. By assigning each lead a score to how many times and in what ways they have been contacted I am able to see at one glance how hot or cold a lead is and where they are at in their buying process
  • Fresh sales offers an on board dialer that is an effective tool to be able to do out bound dialing and to use as a way for your clients to get a hold of you!
  • I really like how Freshsales comes at database management and how relational every aspect of the overall database it is.
I think that Freshsales is well suited for a smaller company or a medium to larger company that has remote agents. I think that Freshsales is not as well suited for a company that has to do a lot of out bound dialing.
Read Rudy Veve's full review
Dan Styklunas profile photo
Score 9 out of 10
Vetted Review
Verified User
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I am using Freshsales as my CRM for my marketing agency. It is where I store all of my leads, contacts, and account data, progress on deals, and email communications. It keeps me organized and centralizes my sales data.
  • It has a comprehensive set of tools and gives me options for how I interact with prospects and clients.
  • It syncs both ways with email, which is a big timesaver.
  • It is easy to set up, and support has been very helpful.
I think it offers a lot of value for a small or medium-sized business. It can probably work well for an enterprise too, but I don't know how well it would scale in that context. I can say that it has never gone down on me or been unavailable, so the performance has been great. I do like how I can send and reply to emails right inside the program without having to switch back to other applications. The reporting is straightforward and works well with minimal setup. Very useful.
Read Dan Styklunas's full review
Jeffin Idiculla profile photo
August 06, 2019

Freshsales Review

Score 9 out of 10
Vetted Review
Verified User
Review Source
Freshsales is been used for monitoring the sales and followup activities in our organization. The main department that uses fresh sales is our sales team and marketing team. Freashsales has helped us to automate a lot of processes like lead distribution, auto task creation followup and backup. It has a very userfriendly design and has a great Customer Support Team.
  • It's very easy to use.
  • Very adaptable to our costume needs.
  • Great Customer Support.
They have a lot of integration and their API are available publically so fresh sales is very easily adaptable to our tools.
Read Jeffin Idiculla's full review
Josette Skilling profile photo
Score 10 out of 10
Vetted Review
Verified User
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We use this in integration with our Freshdesk implementation. All of our tickets for our clients show up in their account which is very helpful to us when salespeople are looking at what is happening in their client's organization.
  • It's easy to use and all of the information is in one place.
  • We can customize the look of the different parts of the screen easily.
  • The reports are excellent.
It's a great overall solution for anyone who wants an easy to implement, easy to use solution. The sales campaigns are easy to set up and the workflows are just as easy. The visual screen is a joy to work with. Having customized and implemented Salesforce before, this is so much easier and has all of the same functionality. And the support is quite good!
Read Josette Skilling's full review
Lavanya Chandrasekharan profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source
We have been using Freshsales along with Freshdesk and across the organization. Freshsales has helped us in keeping our contacts/leads organized and well maintained. The UI is very simple and not complex at all. Checking the lead status, adding tasks for the team are our personal favorites and continues to be!
  • Intuitive UI.
  • Tasks
  • Lead stages.
Irrespective of the team size, Freshsales can be used by all teams. It has a lot of cool integrations which we are looking at now. The UI is very easy with just the right amount of menus. A suggestion would be uploading a file and adding links in the notes(for instance of customer interactions).
Read Lavanya Chandrasekharan's full review
Steven Duran profile photo
Score 8 out of 10
Vetted Review
Verified User
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We currently use Freshsales to handle our wholesale and resale accounts. It's been a huge upgrade to manage our customer database in a cloud CRM solution and Freshsales has been really simple to learn and implement for our team. It's also helpful to implement Freshcaller which integrates nicely into Freshsales.
  • It has a really simple UX and UI.
  • It integrates really well with our softphone solution (Freshcaller).
  • The process of converting leads into customers has been really important to our database management and growth as a department.
If you are an online-based business, this is a perfect CRM solution to start with. It's really cost-effective, simple to implement, and they have excellent support documentation to help you run your business and optimize your sales pipeline and database. If I was starting a new business tomorrow, I would be hard-pressed to find something better than Freshsales at this point.
Read Steven Duran's full review
Jamie Wilkinson profile photo
Score 10 out of 10
Vetted Review
Verified User
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Freshsales is used as our sales CRM and also to manage our reader and visitor data across the whole business. We now have a system that pulls together and filters our data as and when we need to.
  • Ease of use.
  • Email
  • Filtering of our data.
  • Reports
We have used the service for our Sales team as well as to manage our data.
Read Jamie Wilkinson's full review
Ankit Thakrar profile photo
Score 9 out of 10
Vetted Review
Verified User
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Having used Freshdesk in my previous organization, I had to try Freshsales while looking for a CRM at my new job. And in just 2 days I had made a soft decision to go with it. I tried Copper and AgileCRM as well but Freshsales beats them hands down both in terms of features and pricing.

Currently, I have been using it for 3 months and it totally fits the bill. What I really like about Freshsales is the integration with the Google suite of products. It feels like an extension of our Gmail.

There are certain features that are not up to the mark, but having used 3 products (Freshdesk, FreshSales & FreshMarketer) from the Freshworks portfolio, I am confident they will fix them in the coming months.
  • Easy To Use - Very intuitive and modern UI.
  • Great Customer Support - Every page on the CRM has support articles that are recommended via their chat widget which are immensely helpful. If the articles do not cut it, then the customer support agent is available in 5 to 10 mins via chat. Other channels like email and call are always there but never reached a stage where I had to email or call them. Chat always did the trick.
  • Comprehensive Feature Set - I am on the Garden plan it does what we need as an SMB and more.
  • Value for Money - The same feature set would be offered at a higher plan by the competitor.
It meets the core needs almost perfectly - Journey from creating a lead to closing the opportunity.

Lead Management - 10/10
Contacts Management - 10/10
Account Management - 8/10 ( Currently if I create any notes or attach a file to a Deal/Opportunity it does not reflect in the Account page, which I feel should be visible).
Deal Management - 10/10

Task Management - 7/10 (The task view is a little restrictive, can be improved).
Read Ankit Thakrar's full review
Cristina Tulumb profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
Miaa Guard is a Belgian IT company which develops unique APIs to manage and control access for millions of consumers and professionals out there. We are using the FreshWorks suite, which also includes FreshSales, which is widely being used by most of our employees (sales, marketing, customer service, etc). It helps a lot with streamlining account management and sales activities in our organization.
  • Flexibility. It offers us an out of the box solution, but we can also customize it the way we find most suitable.
  • User Friendliness. The UI is accessible and easy to assimilate. There are plenty of advanced features available, which makes the platform suitable for both small, medium, and large enterprises.
  • Quick Reports. Good out of the box reports and customizable data queries.
Freshsales is very handy for tracking leads, customer contacts, and account information on the overall.
Read Cristina Tulumb's full review
Michael Brennan profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
Freshsales is an excellent customer relations management suite aimed at smaller enterprises that do not need a sophisticated (expensive) CRM system. We had implemented it in the stage when we were too big for no CRM but too early for a big system with the requirements for resources. Freshsales CRM helps to achieve goals without going through the lengthy customization process first. It took less than a week to set everything up, and we were ready to go. The interface is intuitive and lets us organize fairly complex projects with ease. Overall, the experience with FreshSales has been much better than expected.
  • Freshsales API added into Freshdesk synchronizes the data across the two platforms.
  • The integrations work really well: calendars, contact, and emails in Google and Office 365 are automatically synchronized both ways.
  • Good email templates for easy scheduling of email marketing campaigns.
  • Fair pricing options.
  • Prompt and efficient support team.
It would be best suited for a smaller company (startup or a family-owned business) that needs to manage its relationships with users and the business opportunities in a simple but effective way. Also, great for teams that work from different locations; the data is elegantly synchronized for all involved users. It is not suitable for those companies that need (and can justify the costs and resources involved) all the bells and whistles of the CRM.
Read Michael Brennan's full review
Aaron Krall profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source
I've been using the Freshsales suite for about a year now. What an amazing tool. They've somehow been able to combine everything I need in one place and still make it simple and easy to use. Not only that, the customization! It took me a bit to get it the way I wanted it, but now that it's there it's amazing. Not only can I keep track of all my leads, but I can also see if they visited pages on my site which increases their lead "hotness" so I can reach out to hotter leads. It lets me email leads right from the dashboard as well, and even schedule emails to go out if someone needs a follow up in a specific amount of time which is a lifesaver because I never remember to follow up. The sales engagement is SO helpful. Being able to track whether or not they opened the email and follow up if they haven't (or have) is also great. Support is great, there is always someone there to answer my Qs (and I have a lot of them). And all of their tools work together so I can keep track of emails, chats, etc. Really impressed with this tool.



  • Suite of tools that work together
  • Customizable
  • Flexible, but not hard to learn
Freshsales is great if you have high lead flow and multiple funnels you need to keep track of. It's great at automating a lot of the follow-up and engagement. If you're a one-man-band or don't have high lead flow this might be a bit overkill for you.
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James E. Heyward CPA profile photo
Score 6 out of 10
Vetted Review
Verified User
Review Source
We use Freshsales CRM to manage leads that come in via telephone, web, and email. Also, we use it to keep track of sales opportunities to existing clients.
  • Freshsales is great for gathering and organizing detailed information of leads and contacts.
  • The software integrates well with other cloud applications.
  • The software is scalable.
The software is extremely strong for web-based sales and industries like event management

For industries like retail, may not benefit as much.
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Jithin TK profile photo
August 06, 2019

User-friendly

Score 7 out of 10
Vetted Review
Verified User
Review Source
Freshsales is used to automate the process flow of students coming in the system by either call, chat, email or any other medium like facebook or other social media platforms. It is used across the whole organization. It gives us real-time data which helps us with analytics. It solves all the problem of tracking data.
  • Data management
  • Monitoring
Freshsales is well suited when we have to monitor the team's performance or segregate data.
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Ch Avinash profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
We have been using Freshsales in managing our sales cycle (from generating lead to Closure of a lead). As a sales team, we are using this tool.
  • It's an organized way of maintaining deals and ease to use.
  • It has good customer relationship management.
  • Creating campaigns and sending bulk emails-- the best part is tracking emails.
Freshsales is the best solution for managing sales activities.
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Maysa Rodrigues profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
I've been using Freshsales for a year and we use the Freshsales for prospecting, qualifying, e-mail campaigns and organize our leads.
For me is one of the most complete CRMs you will find in the market. Is easy to use it and to learn how to use by ourselves.
  • Prospecting
  • Lead qualifying
  • Mail traking
E-mail tracking, click-rate, campaign success rates. I don't remember any features that weren't well suited for something.
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STEVEN BLANCO profile photo
July 23, 2019

Freshsales review

Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Freshsales to manage sales leads.
  • It's easy to use.
  • It has a nice interface.
  • It's 100% cloud-based, and can be accessed anywhere with an internet connection.
Used for managing sales leads, keeping track of all correspondence, and scheduling future correspondence.
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Mahendra Bhavani profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
Sales CRM was a new thing for us as we were used to traditional book keeping. Freshsales changed the way we managed sales and approached our clients. Now we are more comfortable and confident in predicting sales and setting targets for various campaigns.
  • Lead scoring.
  • Highlighting rotten deals.
  • Mobile application and notifications.
  • Freshsales integration with FreshCaller and Gmail.
Freshsales is best suited if you are a beginner in sales and marketing.
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No photo available
Score 1 out of 10
Vetted Review
Verified User
Review Source
We use FreshSales as our CRM for the sales and customer success teams. We've also used it for basic email campaigns (1:many) updates and product marketing.
  • User friendly interface
  • Flexibility to add new fields to user records
  • Affordable
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.
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Score 9 out of 10
Vetted Review
Verified User
Review Source
Freshsales is being used for lead management and creating and managing deals apart from other sales activities. It also helps us in running campaigns. It can be used effectively to keep track of open, click and bounce rates which is extremely vital to our next course of action. The ability to set rules to keep the leads engaged by means of the lead score is my personal favorite feature. Scheduling emails by setting rules is simple. In terms of product support, they have been really good as they make sure to send us relevant webinars to help us better after an expert answers our questions.
  • Monitoring emails. I have a great need to understand the lead activity in order to make the next and most appropriate move.
  • Running automated email campaigns. I can set some rules and Freshsales will send a bulk/targetted communication. This saves me time, effort and more importantly allows me to reach leads at the right time.
  • Managing leads and prioritizing leads. Setting a lead score helps me allot my time more productively.
Freshsales is well suited for anyone dealing with a large number of accounts and contacts. If that applies to you, then Freshsales can be a very powerful tool. It is also well-suited to anyone who wants to automate the process by setting rules, as well as anyone needing help with managing sales pipelines. Anyone wanting to use it more on mobile would not find it to be very useable.
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Score 10 out of 10
Vetted Review
Verified User
Review Source
Being a salesperson Freshsales is our lifeline. It helps us keeping track of leads, customers, and deals. We run regular follow up campaigns for customers. Sending emails, keeping track of emails that are read or unread. Calling customers directly from Freshsales and recording the call for future reference.
  • Lead Management: We have integrated our application with freshsales so that when a customer creates an account in our system it automatically creates a lead in Freshsales. Then we can follow up with the customer, call the customer and the complete customer lifecycle.
  • Functionality to customize and add integrations.
  • Assigning tasks/leads to different salesperson.
The best part about Freshsales is that we customize the application and add different custom fields.
The other best part is lead scoring. I just love this feature it tells you which is the hottest lead and which one is a cold lead. It helps to streamline our process and focus on customers who are active and responsive.
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No photo available
Score 8 out of 10
Vetted Review
Verified User
Review Source
Freshsales is being used by our Sales Department for managing/reaching out to all our prospects that sign up on our website. It helps streamline the entire process, providing a single platform for lead information, emails, and maintaining activity history.
  • Good at maintaining a history of all prospect interactions.
  • Good flexibility when it comes to customizing the platform according to our company-specific requirements.
  • Good integration with G-Suite and other similar platforms.
Freshsales is well suited for organizations where the entire sales process is managed between close-knitted teams as it's easy to complete the tasks and manage follow-ups.
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Score 9 out of 10
Vetted Review
Verified User
Review Source
Freshsales is a superb CRM system that fits our requirements perfectly. Ability to add custom forms, syncing with emails, mobile app, advanced search functions, access to the API if required. It's a simple, straight-forward, but very powerful and essential business tool.
  • API
  • Mobile app.
  • Google apps sync.
  • Great UX and UI.
Freshsales is great for growing businesses as it develops with you, with its functionality becoming more useful.
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Score 9 out of 10
Vetted Review
Verified User
Review Source
It is being used by the Sales Department and it solves our end to end lead status tracking, sales deals management, and data analytics. It is our CRM tool which helps in improving our marketing strategy as well. Help to manage the team targets, performance and in which areas should we improve.
  • It helps to nurture the leads and keep a track of each of them.
  • It is all-in-one type of tool for a salesperson comprising all communication methods.
  • Customized email campaigns.
  • In-depth analytics for end-to-end pipeline tracking.
Well suited for:
  • Small sales teams
  • Lead pipeline tracking
  • Team management
  • Communication options
  • Prioritization of leads
  • Visualization of leads and sales

Not suited for:
  • Bigger teams
  • The company who has a custom process
  • Who needs a knowledge base
  • Chat-based sales
  • Filteration of emails
  • Who need to raise tickets
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Score 9 out of 10
Vetted Review
Verified User
Review Source
Freshsales is currently used across the sales, inside sales, and account management teams. The company as a whole uses it to effectively track leads, communication, and deals associated with the leads. We also use it to project the revenue stream expected in a quarter. I use it with the Account Management team to track every account I handle, the upcoming deals associated with those accounts, and to log all communications for transparency.
  • You can stay on top of every single one of your accounts with quick notes, thoughts and tasks.
  • We're able to update different stages of a deal so that there's transparency within a team. If you're not on hand to provide a timely update, Freshsales is there to fill in the gap!
  • We can track the revenue expected in the coming quarters/years based on deals present and incoming.
Freshsales is best suited to track all outside comms across an organization, so you can see the history of an entire client from pre-sales to account management.
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Feature Scorecard Summary

Customer data management / contact management (37)
7.0
Workflow management (36)
6.4
Territory management (29)
7.1
Opportunity management (31)
6.8
Integration with email client (e.g., Outlook or Gmail) (36)
7.2
Interaction tracking (37)
7.1
Channel / partner relationship management (28)
5.6
Lead management (34)
7.2
Email marketing (36)
6.1
Task management (33)
6.5
Reporting (34)
6.2
Forecasting (30)
6.0
Pipeline visualization (36)
7.4
Customizable reports (30)
5.9
Custom fields (34)
6.9
Custom objects (27)
6.6
API for custom integration (26)
5.6
Single sign-on capability (27)
6.1
Role-based user permissions (31)
6.5
Mobile access (33)
5.6

About Freshsales

Freshsales is an all-in-one sales CRM software with features like built-in phone and email, lead scoring, visual sales pipeline, reports and dashboards, automations, and mobile apps, ensuring that sales reps do not have to juggle between multiple tools to get the job done. According to the vendor, Freshsales is extremely easy to use, and has an intuitive UI means translating to minimal on-boarding time for sales reps.

Freshsales comes with auto-profile enrichment and activity tracking which helps sales reps get a 360-degree view of their leads. The vendor promises that the AI-based lead scoring feature helps sales reps understand and prioritize their leads better. Freshsales also enables sales reps to get a more holistic view of their sales pipeline with the visual sales pipeline. The drag and drop UI makes it easy to move deals between stages and even mark them as won or lost. The visual sales reports and dashboards make it easy to accurately forecast your business. The sales campaigns feature in Freshsales allows users to create, send, and track outbound email campaigns without having to rely on external software.

Freshsales Features

Sales Force Automation Features
Has featureCustomer data management / contact management
Has featureWorkflow management
Has featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Does not have featureContract management
Does not have featureQuote & order management
Has featureInteraction tracking
Has featureChannel / partner relationship management
Customer Service & Support Features
Does not have featureCase management
Does not have featureCall center management
Does not have featureHelp desk management
Marketing Automation Features
Has featureLead management
Has featureEmail marketing
CRM Project Management Features
Has featureTask management
Does not have featureBilling and invoicing management
Has featureReporting
CRM Reporting & Analytics Features
Has featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports
Customization Features
Has featureCustom fields
Has featureCustom objects
Does not have featureScripting environment
Has featureAPI for custom integration
Security Features
Has featureRole-based user permissions
Has featureSingle sign-on capability
Social CRM Features
Does not have featureSocial data
Does not have featureSocial engagement
Integrations with 3rd-party Software Features
Does not have featureMarketing automation
Does not have featureCompensation management
Platform Features
Has featureMobile access

Freshsales Screenshots

Freshsales Integrations

Freshdesk, Segment, Freshchat, Freshcaller, Mailchimp, Zapier, PieSync, Xero, Google, Freshconnect, QuickBooks

Freshsales Competitors

Pipedrive, Insightly, Salesforce

Pricing

Has featureFree Trial Available?Yes
Has featureFree or Freemium Version Available?Yes
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?No
EditionPricing DetailsTerms
SPROUT$0/user/month
BLOSSOM$12/user/month
GARDEN$25/user/month
ESTATE$49/user/month
Forest$79/user/month

21-day FREE trial. No credit card required. Free to get started, affordable as you grow

Freshsales Support Options

 Free VersionPaid Version
Phone
Email
FAQ/Knowledgebase
Video Tutorials / Webinar

Freshsales Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android, Windows Phone
Supported Countries:Worldwide
Supported Languages: English, German, Dutch, Italian, French, Spanish, Portuguese, Polish, Russian, Chinese