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Freshsales

Score8.8 out of 10

142 Reviews and Ratings

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What is Freshsales?

Freshsales is a sales force automation solution for sales teams. It provides features that help salespeople to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales gives sales teams more time for selling by automating the sales process. It includes Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting.

Categories & Use Cases

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Screenshot of Contact view

Key Features

Learn about the best (and worst!) features Freshsales has to offer, as determined by TrustRadius' reviewers.
Based on 142 ratings of Freshsales's features
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Top Performing Features

  • Customer data management / contact management

    The software acts as a single source for all customer data and enables users to access that data efficiently.

    Category average: 8.6

  • Opportunity management

    Users can track deals and create quotes.

    Category average: 8.4

  • Integration with email client (e.g., Outlook or Gmail)

    Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

    Category average: 8.3

Areas for Improvement

  • Quote & order management

    Users can create, process and fulfill price quotations and sales transactions.

    Category average: 8

  • Mobile access

    Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

    Category average: 7.8

  • Custom objects

    Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

    Category average: 8.2

Reviews

What users are saying about Freshsales.
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Intuitive and centralised customer relationship management software.

Razo Caisse
Customer Relationship Manager in Customer Service at Dzama (1001-5000 employees employees)

Use Cases and Deployment Scope

Freshsales is a customer relationship management software. We use the software im our business organisation for email marketing, customer services, lead management and contact management. The software also helps us in automating customer journeys and other business processes. Through use of the software we are able to capture more quality leads and easily manage business contacts. It has also made possible for us to swiftly analyse customer leads and make informed decisions. Freshsales software is intuitive, easy to use and a cost effective CRM solution for different sizes of businesses.

Pros

  • The software does well when it comes to leads capturing and nurturing of customer relationships.
  • Flexibility of the software in pricing and general implementation.
  • Freshsales ensures proper account and contact management.

Cons

  • The software has a very ineffective mobile application. It has limited features even in a premium version.

Return on Investment

  • Freshsales introduction in our organisation has helped us in enhancing efficiency in customer experience and customer journey management.
  • The product has reduced manual efforts business processes management and improved efficiency general marketing.
  • Freshsales software has enabled us to quickly adapt to specific processes which have in turn improved our sales and marketing efficiency.

Usability

Other Software Used

monday CRM, Agile Hive, AZ Project

Freshsales works great for our team.

Incentivized
Verified User
Manager in Marketing (51-200 employees employees)

Use Cases and Deployment Scope

We use Freshsales as our CRM and contact management software. Our sales team uses it to track leads, create deals and manage our entire sales pipeline in general. Our Management team uses it to track activity and set up weekly reports. We also like that it integrates with most of our existing Tech stack and is quite customisable.

Pros

  • Great integrations. Its very seamless and easy to set up your integrations. It also integrates with pretty much anything you might want to connect it to.
  • Really easy to use. Our team doesnt need a detailed training set up for new users to start using it.
  • It also has great resources for self learning and a pretty solid support team.
  • Pretty customizable, worked well for our use case with minimal tweaking.

Cons

  • While we like the way we have set up reporting, I think that is one area where it could see significant improvement.
  • Initial set up a was a little rocky and it took a few tries till we had our pipeline and workflows nailed down.

Return on Investment

  • It has improved our sales process and workflows significantly.
  • Integrations reduce duplicate efforts.
  • Price per user is very competitive so it has saved us a fair bit when compared to market alternatives.

Usability

Alternatives Considered

HubSpot CRM and Zoho CRM

Other Software Used

Apollo.io, LinkedIn Sales Navigator, Zoho SalesIQ, Zoho Desk

Freshsales - Managing leads gets simplified and quicker

Incentivized
Verified User
Consultant in Information Technology (11-50 employees employees)

Use Cases and Deployment Scope

We use Freshsales to track our organisation Business Opportunities, leads as well ongoing engagements with our clients. Freshsales has become a critical part for our Business success, as we manage our new accounts and leverage add-ons/additional offering to the existing accounts.

Pros

  • Sales Automation
  • Lead Management
  • Email tracking and Campaign Management

Cons

  • Mobile app experience

Return on Investment

  • Increased sales efficienct
  • Better Lead Management
  • Shortened Sales Cycle
  • Improves forecasting and Insights

Usability

Alternatives Considered

Sugar Sell (SugarCRM) and Microsoft Dynamics 365

Other Software Used

Freshservice

Freshworks CRM is the best CRM!

Incentivized
Mark KosierView profile
CIO (Chief Information Officer) in Information Technology at CyberMerced (1-10 employees employees)

Pros

  • Support is awesome
  • Very simple interface
  • Quick setup

Cons

  • I have not found any areas I do not like

Return on Investment

  • Able to mark up the software and resell to your clients so I would say it has improved our ROI.

Usability

Manage your Business using Freshworks CRM!

Immanuel Chiplin Sam SView profile
Senior executive - Business Development in Sales at Indium Software (1001-5000 employees employees)

Pros

  • Sales sequences
  • Importing contacts and accounts
  • calendar sync
  • Deal module to easily navigate

Cons

  • The interface itself can be made easier for some people especially who are not tech-savy
  • After importing, you could make the errored file viewable in the interface itself instead of an email
  • Had to reach support to know where to upload files related to a contact the first time

Return on Investment

  • I was able to follow up with the prioritized leads and able to achieve my sales target
  • Able to see my calendar and emails on a contact with outlook integration
  • Couldn't get Microsoft Teams integrated with Freshworks as they do not have it immediately

Alternatives Considered

Zoho CRM

Other Software Used

Microsoft Teams, Apollo, greytHR

Usability

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